William Blair Issues Negative Forecast for RARE Earnings

Key Points

• William Blair analysts have revised their Q3 2025 earnings per share estimate for Ultragenyx Pharmaceutical from ($1.32) to (1.34), maintaining an "Outperform" rating with a $65.00 price target.
• Ultragenyx reported Q2 earnings of ($1.17) per share, exceeding expectations of ($1.27), with revenues of $166.50 million, up 13.2% year-over-year.
• The stock has a consensus rating of "Moderate Buy" with a target price of $82.17, while institutional investors own 97.67% of the shares currently.

Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE - Free Report) - Research analysts at William Blair cut their Q3 2025 earnings estimates for Ultragenyx Pharmaceutical in a research report issued to clients and investors on Tuesday, August 5th. William Blair analyst S. Corwin now anticipates that the biopharmaceutical company will earn ($1.34) per share for the quarter, down from their previous estimate of ($1.32). William Blair currently has a "Outperform" rating and a $65.00 target price on the stock. The consensus estimate for Ultragenyx Pharmaceutical's current full-year earnings is ($5.18) per share. William Blair also issued estimates for Ultragenyx Pharmaceutical's Q4 2025 earnings at ($1.24) EPS, FY2025 earnings at ($5.31) EPS, Q1 2026 earnings at ($1.39) EPS, Q2 2026 earnings at ($1.03) EPS, Q3 2026 earnings at $0.42 EPS and FY2026 earnings at ($1.06) EPS.

Ultragenyx Pharmaceutical (NASDAQ:RARE - Get Free Report) last released its quarterly earnings results on Tuesday, August 5th. The biopharmaceutical company reported ($1.17) EPS for the quarter, topping the consensus estimate of ($1.27) by $0.10. The business had revenue of $166.50 million during the quarter, compared to analyst estimates of $161.37 million. Ultragenyx Pharmaceutical had a negative net margin of 87.34% and a negative return on equity of 237.48%. The company's quarterly revenue was up 13.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned ($1.52) earnings per share.

Several other research firms also recently weighed in on RARE. Wedbush reduced their price objective on shares of Ultragenyx Pharmaceutical from $35.00 to $34.00 and set a "neutral" rating for the company in a report on Monday, July 14th. Wells Fargo & Company reduced their price objective on shares of Ultragenyx Pharmaceutical from $88.00 to $65.00 and set an "overweight" rating for the company in a report on Thursday, July 10th. Morgan Stanley reduced their price objective on shares of Ultragenyx Pharmaceutical from $65.00 to $55.00 and set an "overweight" rating for the company in a report on Monday, July 14th. Guggenheim reaffirmed a "buy" rating and issued a $64.00 price objective on shares of Ultragenyx Pharmaceutical in a report on Friday, June 20th. Finally, Cantor Fitzgerald reduced their price objective on shares of Ultragenyx Pharmaceutical from $112.00 to $105.00 and set an "overweight" rating for the company in a report on Wednesday. One investment analyst has rated the stock with a hold rating and eleven have given a buy rating to the company's stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $81.50.

Ultragenyx Pharmaceutical Trading Down 1.0%

RARE stock traded down $0.29 during trading on Friday, hitting $27.54. The company had a trading volume of 1,527,932 shares, compared to its average volume of 2,814,751. The firm has a market capitalization of $2.65 billion, a price-to-earnings ratio of -4.98 and a beta of 0.25. The business has a 50 day moving average of $33.32 and a 200 day moving average of $36.73. Ultragenyx Pharmaceutical has a fifty-two week low of $25.81 and a fifty-two week high of $60.37.

Institutional Trading of Ultragenyx Pharmaceutical

Several institutional investors and hedge funds have recently bought and sold shares of RARE. Deep Track Capital LP acquired a new position in shares of Ultragenyx Pharmaceutical in the 4th quarter valued at about $27,493,000. Dark Forest Capital Management LP acquired a new position in shares of Ultragenyx Pharmaceutical in the 4th quarter valued at about $459,000. First Light Asset Management LLC increased its holdings in shares of Ultragenyx Pharmaceutical by 1.1% in the 4th quarter. First Light Asset Management LLC now owns 763,607 shares of the biopharmaceutical company's stock valued at $32,125,000 after purchasing an additional 8,505 shares during the period. Stifel Financial Corp increased its holdings in shares of Ultragenyx Pharmaceutical by 13.5% in the 4th quarter. Stifel Financial Corp now owns 23,796 shares of the biopharmaceutical company's stock valued at $1,001,000 after purchasing an additional 2,835 shares during the period. Finally, Alyeska Investment Group L.P. increased its holdings in shares of Ultragenyx Pharmaceutical by 23.1% in the 4th quarter. Alyeska Investment Group L.P. now owns 1,439,740 shares of the biopharmaceutical company's stock valued at $60,570,000 after purchasing an additional 269,733 shares during the period. Institutional investors and hedge funds own 97.67% of the company's stock.

Insiders Place Their Bets

In other Ultragenyx Pharmaceutical news, Director Corazon (Corsee) D. Sanders sold 2,405 shares of the company's stock in a transaction dated Friday, June 20th. The shares were sold at an average price of $37.39, for a total value of $89,922.95. Following the completion of the sale, the director directly owned 15,344 shares of the company's stock, valued at approximately $573,712.16. This represents a 13.55% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 5.50% of the company's stock.

About Ultragenyx Pharmaceutical

Ultragenyx Pharmaceutical Inc, a biopharmaceutical company, focuses on the identification, acquisition, development, and commercialization of novel products for the treatment of rare and ultra-rare genetic diseases in North America, Latin America, Japan, Europe, and internationally. Its biologic products include Crysvita (burosumab), an antibody targeting fibroblast growth factor 23 for the treatment of X-linked hypophosphatemia, as well as tumor-induced osteomalacia; Mepsevii, an enzyme replacement therapy for the treatment of children and adults with Mucopolysaccharidosis VII; Dojolvi for treating long-chain fatty acid oxidation disorders; and Evkeeza (evinacumab) for the treatment of homozygous familial hypercholesterolemia.