Q3 Earnings Forecast for AGIO Issued By HC Wainwright

Key Points

• HC Wainwright expects Agios Pharmaceuticals to report a Q3 2026 loss of $1.26 per share and maintains a “Buy” rating with a $55 price target. The firm forecasts losses through 2029, followed by projected earnings of $0.72 per share in 2030.
• Agios’ latest quarterly results missed expectations, with a loss of $1.69 per share versus the $1.65 consensus estimate, although revenue of $44.75 million exceeded the $26.39 million forecast.
• The FDA extended its decision date for mitapivat’s sickle-cell application to February 1, 2027, citing a request for additional information on a potential safety program, creating uncertainty around approval and commercialization timing.

Agios Pharmaceuticals, Inc. (NASDAQ:AGIO - Free Report) - Stock analysts at HC Wainwright issued their Q3 2026 earnings per share (EPS) estimates for shares of Agios Pharmaceuticals in a note issued to investors on Thursday, October 29th. HC Wainwright analyst D. Tsao forecasts that the biopharmaceutical company will earn ($1.26) per share for the quarter. HC Wainwright currently has a "Buy" rating and a $55.00 target price on the stock. The consensus estimate for Agios Pharmaceuticals' current full-year earnings is ($5.85) per share. HC Wainwright also issued estimates for Agios Pharmaceuticals' Q4 2026 earnings at ($1.42) EPS, FY2026 earnings at ($6.05) EPS, FY2027 earnings at ($4.61) EPS, FY2028 earnings at ($2.92) EPS, FY2029 earnings at ($1.61) EPS and FY2030 earnings at $0.72 EPS.

Agios Pharmaceuticals (NASDAQ:AGIO - Get Free Report) last posted its earnings results on Thursday, July 30th. The biopharmaceutical company reported ($1.69) EPS for the quarter, missing analysts' consensus estimates of ($1.65) by ($0.04). The firm had revenue of $44.75 million for the quarter, compared to analyst estimates of $26.39 million. Agios Pharmaceuticals had a negative return on equity of 35.67% and a negative net margin of 418.24%.

Several other equities research analysts also recently weighed in on AGIO. JPMorgan Chase & Co. upped their price objective on shares of Agios Pharmaceuticals from $31.00 to $34.00 and gave the stock a "neutral" rating in a report on Friday, August 7th. Citigroup upped their price target on shares of Agios Pharmaceuticals from $46.00 to $52.00 and gave the company a "buy" rating in a report on Friday, July 31st. Weiss Ratings restated a "sell (d)" rating on shares of Agios Pharmaceuticals in a research report on Monday, September 21st. TD Cowen upgraded Agios Pharmaceuticals to a "strong-buy" rating in a report on Monday, August 24th. Finally, Bank of America raised their price target on Agios Pharmaceuticals from $46.00 to $50.00 and gave the company a "buy" rating in a report on Monday, September 21st. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $41.50.

Agios Pharmaceuticals Stock Performance

NASDAQ:AGIO opened at $30.55 on Monday. Agios Pharmaceuticals has a 12-month low of $22.24 and a 12-month high of $46.00. The firm has a market cap of $1.82 billion, a price-to-earnings ratio of -4.36 and a beta of 0.66. The company's 50-day moving average is $33.62 and its two-hundred day moving average is $31.70.

Insider Activity at Agios Pharmaceuticals

In related news, insider Sarah Gheuens sold 7,866 shares of the company's stock in a transaction that occurred on Monday, October 26th. The shares were sold at an average price of $37.69, for a total transaction of $296,469.54. Following the transaction, the insider owned 54,645 shares of the company's stock, valued at approximately $2,059,570.05. This represents a 12.58% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 39,855 shares of company stock valued at $1,285,512 in the last ninety days. 5.40% of the stock is owned by company insiders.

Institutional Trading of Agios Pharmaceuticals

A number of large investors have recently bought and sold shares of the stock. Mirae Asset Global Investments Co. Ltd. bought a new position in Agios Pharmaceuticals during the third quarter worth $101,000. VIRGINIA RETIREMENT SYSTEMS ET Al raised its position in Agios Pharmaceuticals by 4.0% in the 3rd quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 28,861 shares of the biopharmaceutical company's stock worth $960,000 after buying an additional 1,100 shares during the last quarter. China Universal Asset Management Co. Ltd. raised its position in shares of Agios Pharmaceuticals by 15.1% during the 3rd quarter. China Universal Asset Management Co. Ltd. now owns 10,893 shares of the biopharmaceutical company's stock valued at $363,000 after purchasing an additional 1,428 shares during the period. Inspire Investing LLC grew its holdings in Agios Pharmaceuticals by 4.7% during the 3rd quarter. Inspire Investing LLC now owns 19,130 shares of the biopharmaceutical company's stock worth $636,000 after acquiring an additional 861 shares in the last quarter. Finally, Assenagon Asset Management S.A. lifted its stake in shares of Agios Pharmaceuticals by 1,714.6% during the third quarter. Assenagon Asset Management S.A. now owns 1,886,412 shares of the biopharmaceutical company's stock worth $62,723,000 after buying an additional 1,782,457 shares during the period.

Trending Headlines about Agios Pharmaceuticals

Here are the key news stories impacting Agios Pharmaceuticals this week:

• Positive Sentiment: Agios said updated safety data showed no new cases of hepatocellular injury in sickle cell patients treated with mitapivat. The company remains confident in the drug’s benefit-risk profile, is launch-ready, and continues labeling discussions with the FDA. Agios FDA review update
• Positive Sentiment: An analyst view argued that the delay may not invalidate the bullish thesis because mitapivat demonstrated meaningful reductions in transfusion burden, despite mixed efficacy on pain-crisis endpoints. Seeking Alpha upgraded the stock, while HC Wainwright maintained a “buy” rating with a $55 price target. Agios sickle cell analysis
• Neutral Sentiment: Agios was expected to potentially beat estimates in its upcoming quarterly report, but the earnings preview provided no confirmed results or new operating data. Agios earnings preview
• Negative Sentiment: The FDA extended the PDUFA decision date for mitapivat’s sickle cell supplemental application by three months, from November 1, 2026, to February 1, 2027. The extension followed the agency’s request for additional information on whether a Risk Evaluation and Mitigation Strategy (REMS) is needed. The FDA classified Agios’ response as a major amendment, delaying a potential approval and launch timeline. Agios shares fall on FDA review extension
• Negative Sentiment: The REMS review raises concerns about possible safety-related prescribing restrictions and commercialization requirements. In addition, mitapivat did not meet the sickle-cell pain-crisis endpoint, increasing uncertainty around the breadth of its eventual label.
• Negative Sentiment: A recent pre-arranged sale by Chief Medical Officer Sarah Gheuens adds a modest negative sentiment signal, although the transaction was not identified as the primary reason for the selloff. Agios insider sale

Agios Pharmaceuticals Company Profile

Agios Pharmaceuticals, Inc is a biopharmaceutical company focused on discovering and developing medicines for rare diseases involving cellular metabolism. The company's research is centered on metabolic pathways that influence red blood cell production and function, with the goal of addressing conditions that have limited treatment options.

Agios' principal commercial product is Pyrukynd (mitapivat), an oral activator of pyruvate kinase. Pyrukynd is approved in the United States and other markets for the treatment of hemolytic anemia in adults with pyruvate kinase deficiency, a rare inherited blood disorder.

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