Research Analysts Issue Forecasts for AGIO FY2026 Earnings

Key Points

• Zacks Research slightly improved its Agios Pharmaceuticals earnings outlook, raising its FY2026 loss estimate to $6.93 per share from $6.94 and projecting losses of $6.11 in FY2027 and $3.70 in FY2028.
• Analyst sentiment remains favorable overall, with the stock carrying a “Moderate Buy” consensus rating and an average price target of $41.25, despite mixed target-price changes from individual firms.
• Agios continues to face substantial losses: it reported a quarterly EPS loss of $1.69, missing estimates, although quarterly revenue of $44.75 million exceeded expectations. Shares recently opened at $33.07, below the consensus price target.

Agios Pharmaceuticals, Inc. (NASDAQ:AGIO - Free Report) - Analysts at Zacks Research upped their FY2026 EPS estimates for Agios Pharmaceuticals in a research report issued on Thursday, September 17th. Zacks Research analyst Team now forecasts that the biopharmaceutical company will earn ($6.93) per share for the year, up from their previous forecast of ($6.94). The consensus estimate for Agios Pharmaceuticals' current full-year earnings is ($5.82) per share. Zacks Research also issued estimates for Agios Pharmaceuticals' Q4 2026 earnings at ($1.76) EPS, Q1 2027 earnings at ($1.59) EPS, Q2 2027 earnings at ($1.60) EPS, Q3 2027 earnings at ($1.49) EPS, Q4 2027 earnings at ($1.42) EPS, FY2027 earnings at ($6.11) EPS, Q1 2028 earnings at ($1.21) EPS, Q2 2028 earnings at ($1.01) EPS and FY2028 earnings at ($3.70) EPS.

A number of other research analysts have also weighed in on AGIO. Truist Financial reduced their price objective on shares of Agios Pharmaceuticals from $41.00 to $39.00 and set a "buy" rating for the company in a research note on Friday, July 31st. Bank of America increased their target price on Agios Pharmaceuticals from $40.00 to $46.00 and gave the stock a "buy" rating in a research report on Tuesday, July 7th. JPMorgan Chase & Co. raised their price target on Agios Pharmaceuticals from $31.00 to $34.00 and gave the stock a "neutral" rating in a report on Friday, August 7th. TD Cowen upgraded Agios Pharmaceuticals to a "strong-buy" rating in a research report on Monday, August 24th. Finally, Citigroup boosted their price objective on Agios Pharmaceuticals from $46.00 to $52.00 and gave the company a "buy" rating in a research note on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $41.25.

Agios Pharmaceuticals Stock Performance

Shares of AGIO stock opened at $33.07 on Monday. The stock has a market capitalization of $1.97 billion, a P/E ratio of -4.72 and a beta of 0.60. The firm's 50 day moving average is $34.41 and its 200 day moving average is $32.16. Agios Pharmaceuticals has a 12 month low of $22.24 and a 12 month high of $46.00.

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

Insider Buying and Selling

In related news, insider Sarah Gheuens sold 30,000 shares of the company's stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $30.48, for a total transaction of $914,400.00. Following the sale, the insider owned 54,645 shares of the company's stock, valued at approximately $1,665,579.60. This represents a 35.44% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 5.40% of the company's stock.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of AGIO. Nykredit A S bought a new position in shares of Agios Pharmaceuticals in the second quarter worth $26,000. Quantbot Technologies LP bought a new stake in Agios Pharmaceuticals during the second quarter valued at $43,000. Integrated Wealth Concepts LLC purchased a new position in Agios Pharmaceuticals during the second quarter worth about $47,000. Allworth Financial LP purchased a new position in Agios Pharmaceuticals during the second quarter worth about $73,000. Finally, Versant Capital Management Inc grew its position in Agios Pharmaceuticals by 378.7% during the second quarter. Versant Capital Management Inc now owns 2,001 shares of the biopharmaceutical company's stock worth $74,000 after buying an additional 1,583 shares in the last quarter.

Key Agios Pharmaceuticals News

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

• Positive Sentiment: Zacks Research raised its EPS forecasts across several periods, including FY2026 to $(6.93) from $(6.94), FY2027 to $(6.11) from $(6.16), and FY2028 to $(3.70) from $(3.88). The revisions imply that Agios’ expected losses may narrow more quickly than previously anticipated. Agios Pharmaceuticals analyst estimates
• Positive Sentiment: Quarterly estimates were also improved slightly, including Q4 2026 EPS to $(1.76), Q1 2027 to $(1.59), Q2 2027 to $(1.60), Q3 2027 to $(1.49), Q4 2027 to $(1.42), Q1 2028 to $(1.21), and Q2 2028 to $(1.01). These changes provide a small indication of improving earnings expectations.
• Neutral Sentiment: The revisions came from Zacks Research and largely repeat the same underlying report rather than representing a new clinical, regulatory, or commercial development. As a result, they are unlikely to be a major catalyst for AGIO on their own.
• Negative Sentiment: Agios is still expected to report substantial losses: the current-year consensus is $(5.82) per share, while Zacks projects a $(6.93) loss for FY2026. The company’s continued negative earnings and cash-burn risk may limit investor enthusiasm despite the improved forecasts.

Agios Pharmaceuticals Company Profile

Agios Pharmaceuticals, Inc is a biopharmaceutical company focused on discovering and developing medicines for rare diseases, with an emphasis on disorders involving cellular metabolism. The company's research has centered on small-molecule therapies designed to address underlying biological mechanisms rather than only treating symptoms.

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

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