Theravance Biopharma (NASDAQ:TBPH) Stock Rating Lowered by Wall Street Zen

Key Points

• Wall Street Zen downgraded Theravance Biopharma from "buy" to "hold"; analysts overall rate the stock a "Moderate Buy" (1 Strong Buy, 2 Buy, 4 Hold) with an average price target of $22.60.
• Theravance reported quarterly earnings of $1.15 EPS (vs. $0.44 consensus) and $45.9M revenue, and cites strong cash/milestone inflows with ~$400M expected at end‑Q1 2026 plus cost cuts to generate $60–$70M annualized starting Q3 2026.
• Management discontinued ampreloxetine after Phase 3 results and formed a Strategic Review Committee to evaluate options (including a sale), while insider SVP Rhonda Farnum sold ~31,067 shares, signaling pipeline risk and strategic uncertainty.

Theravance Biopharma (NASDAQ:TBPH - Get Free Report) was downgraded by stock analysts at Wall Street Zen from a "buy" rating to a "hold" rating in a report released on Saturday.

Several other brokerages also recently commented on TBPH. BTIG Research reissued a "buy" rating and set a $21.00 target price on shares of Theravance Biopharma in a research note on Friday. B. Riley Financial reiterated a "neutral" rating and set a $14.00 price objective (down from $28.00) on shares of Theravance Biopharma in a research report on Wednesday, March 4th. Weiss Ratings reissued a "hold (c)" rating on shares of Theravance Biopharma in a research note on Thursday, January 22nd. Oppenheimer cut shares of Theravance Biopharma from an "outperform" rating to a "market perform" rating in a research note on Thursday, March 5th. Finally, HC Wainwright upped their price target on shares of Theravance Biopharma from $20.00 to $27.00 and gave the stock a "buy" rating in a report on Monday, March 2nd. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and four have given a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $22.60.

Theravance Biopharma Stock Performance

Shares of TBPH opened at $14.33 on Friday. Theravance Biopharma has a 52-week low of $7.90 and a 52-week high of $21.03. The business's fifty day moving average is $18.00 and its 200-day moving average is $16.85. The firm has a market cap of $726.10 million, a price-to-earnings ratio of 7.06 and a beta of 0.17.

Theravance Biopharma (NASDAQ:TBPH - Get Free Report) last announced its quarterly earnings data on Wednesday, March 25th. The biopharmaceutical company reported $1.15 earnings per share for the quarter, topping the consensus estimate of $0.44 by $0.71. The business had revenue of $45.89 million during the quarter, compared to the consensus estimate of $43.09 million. Theravance Biopharma had a return on equity of 18.55% and a net margin of 98.54%. As a group, research analysts forecast that Theravance Biopharma will post -1.09 EPS for the current fiscal year.

Insider Activity

In other news, SVP Rhonda Farnum sold 31,067 shares of the firm's stock in a transaction on Monday, March 16th. The shares were sold at an average price of $13.96, for a total transaction of $433,695.32. Following the completion of the transaction, the senior vice president owned 232,699 shares of the company's stock, valued at approximately $3,248,478.04. This trade represents a 11.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 6.90% of the company's stock.

Institutional Trading of Theravance Biopharma

A number of institutional investors and hedge funds have recently bought and sold shares of TBPH. Quarry LP acquired a new position in Theravance Biopharma during the 3rd quarter worth about $26,000. Caitong International Asset Management Co. Ltd increased its stake in shares of Theravance Biopharma by 107.4% in the third quarter. Caitong International Asset Management Co. Ltd now owns 2,725 shares of the biopharmaceutical company's stock valued at $40,000 after buying an additional 1,411 shares during the period. Mirae Asset Global Investments Co. Ltd. increased its stake in shares of Theravance Biopharma by 26.5% in the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,462 shares of the biopharmaceutical company's stock valued at $46,000 after buying an additional 515 shares during the period. Tower Research Capital LLC TRC raised its position in shares of Theravance Biopharma by 18.5% during the second quarter. Tower Research Capital LLC TRC now owns 5,013 shares of the biopharmaceutical company's stock worth $55,000 after acquiring an additional 781 shares during the last quarter. Finally, CIBC Private Wealth Group LLC raised its position in shares of Theravance Biopharma by 20,269.6% during the third quarter. CIBC Private Wealth Group LLC now owns 4,685 shares of the biopharmaceutical company's stock worth $68,000 after acquiring an additional 4,662 shares during the last quarter. 99.10% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Theravance Biopharma

Here are the key news stories impacting Theravance Biopharma this week:

• Positive Sentiment: Company highlights and cash/milestone strength — Theravance reported record brand-level profitability for YUPELRI®, received milestone payments tied to sales, expects ~ $400M in cash at end-Q1 2026 with no debt, and announced cost-reduction targets to generate $60–$70M of annualized cash flow starting Q3 2026. Theravance Biopharma Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analyst optimism — BTIG reaffirmed a buy rating and set a $21 price target (material upside from current levels), and Zacks upgraded TBPH to a Rank #1 (Strong Buy), supporting the short-term positive sentiment. Benzinga Zacks: Rating Upgrade to Strong Buy
• Neutral Sentiment: Mixed earnings coverage — company releases show strong non‑GAAP profitability and reported milestone-driven revenue, but media/analytics outlets are publishing differing EPS figures (reports vary between a beat and a miss depending on metric/adjustment). Investors should check the company filing for GAAP vs. non‑GAAP reconciliations. Press Release — Q4 and Full Year 2025 Results Zacks: Q4 Earnings and Revenues Lag Estimates
• Negative Sentiment: Pipeline setback and strategic review — management discontinued ampreloxetine after Phase 3 CYPRESS results, is implementing a restructuring, and has formed a Strategic Review Committee to evaluate options including a potential sale — these actions reduce near-term R&D upside and signal material change in corporate strategy. Zacks: Q4 Earnings and Revenues Miss; Ampreloxetine Scrapped
• Negative Sentiment: Insider selling — SVP Rhonda Farnum sold ~31,067 shares in mid‑March; while not definitive, the sale is being watched by investors as a near-term negative signal. InsiderTrades: SVP Sells Shares

About Theravance Biopharma

Theravance Biopharma is a biopharmaceutical company focused on the discovery, development and commercialization of innovative medicines, primarily in the areas of respiratory disease, inflammatory and immunology, and rare disorders. The company develops small-molecule therapies designed to address unmet medical needs by targeting specific molecular pathways. Its lead marketed product, YUPELRI® (revefenacin) inhalation solution, is the first and only once-daily, long-acting muscarinic antagonist (LAMA) approved by the U.S.

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