Zacks Research Analysts Increase Earnings Estimates for ARWR

Key Points

• Zacks Research raised Arrowhead Pharmaceuticals’ FY2026 earnings estimate to a loss of $3.45 per share from $3.75, broadly in line with the $3.46 consensus forecast.
• Arrowhead reported a wider-than-expected quarterly loss of $1.36 per share versus the $1.23 consensus, although revenue reached $75.25 million and increased 171% year over year.
• Analyst sentiment remains generally positive, with a “Moderate Buy” consensus and price targets as high as $126, despite the company’s continuing losses and negative profitability metrics.

Arrowhead Pharmaceuticals, Inc. (NASDAQ:ARWR - Free Report) - Stock analysts at Zacks Research upped their FY2026 earnings estimates for Arrowhead Pharmaceuticals in a research report issued on Wednesday, August 5th. Zacks Research analyst D. Bautz now forecasts that the biotechnology company will post earnings of ($3.45) per share for the year, up from their prior forecast of ($3.75). The consensus estimate for Arrowhead Pharmaceuticals' current full-year earnings is ($3.46) per share. Zacks Research also issued estimates for Arrowhead Pharmaceuticals' Q4 2026 earnings at ($1.35) EPS.

Arrowhead Pharmaceuticals (NASDAQ:ARWR - Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The biotechnology company reported ($1.36) earnings per share for the quarter, missing the consensus estimate of ($1.23) by ($0.13). The company had revenue of $75.25 million for the quarter, compared to analyst estimates of $44.17 million. Arrowhead Pharmaceuticals had a negative return on equity of 60.06% and a negative net margin of 47.79%.Arrowhead Pharmaceuticals's revenue for the quarter was up 171.0% on a year-over-year basis. During the same period in the prior year, the business posted ($1.26) earnings per share.

Several other analysts have also commented on the company. B. Riley Financial raised their target price on Arrowhead Pharmaceuticals from $101.00 to $123.00 and gave the stock a "buy" rating in a report on Thursday, July 30th. Piper Sandler reissued an "overweight" rating and issued a $126.00 price target (up from $110.00) on shares of Arrowhead Pharmaceuticals in a report on Thursday, July 23rd. Chardan Capital upped their price objective on Arrowhead Pharmaceuticals from $90.00 to $115.00 and gave the stock a "buy" rating in a research report on Wednesday, July 22nd. Weiss Ratings cut shares of Arrowhead Pharmaceuticals from a "hold (c-)" rating to a "sell (d-)" rating in a research note on Wednesday, May 20th. Finally, Morgan Stanley lifted their target price on shares of Arrowhead Pharmaceuticals from $100.00 to $120.00 and gave the company an "overweight" rating in a report on Thursday, July 23rd. Nine analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, Arrowhead Pharmaceuticals has a consensus rating of "Moderate Buy" and a consensus price target of $97.33.

Arrowhead Pharmaceuticals Stock Performance

Shares of ARWR stock opened at $87.65 on Monday. The stock has a market cap of $12.35 billion, a PE ratio of -38.96 and a beta of 1.27. The business has a 50-day simple moving average of $79.97 and a 200-day simple moving average of $71.48. The company has a quick ratio of 5.90, a current ratio of 5.90 and a debt-to-equity ratio of 1.77. Arrowhead Pharmaceuticals has a 52-week low of $15.01 and a 52-week high of $95.49.

Insider Transactions at Arrowhead Pharmaceuticals

In other news, Director Hongbo Lu sold 2,970 shares of the stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $76.88, for a total transaction of $228,333.60. Following the transaction, the director owned 52,012 shares in the company, valued at $3,998,682.56. This trade represents a 5.40% decrease in their position. 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. Corporate insiders own 3.60% of the company's stock.

Institutional Trading of Arrowhead Pharmaceuticals

Institutional investors have recently modified their holdings of the stock. Royal Bank of Canada raised its position in shares of Arrowhead Pharmaceuticals by 30.2% during the 1st quarter. Royal Bank of Canada now owns 45,239 shares of the biotechnology company's stock worth $576,000 after purchasing an additional 10,496 shares during the last quarter. AQR Capital Management LLC acquired a new stake in Arrowhead Pharmaceuticals in the 1st quarter worth about $514,000. Goldman Sachs Group Inc. increased its stake in Arrowhead Pharmaceuticals by 34.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 1,741,666 shares of the biotechnology company's stock worth $22,189,000 after buying an additional 447,456 shares in the last quarter. Empowered Funds LLC increased its stake in Arrowhead Pharmaceuticals by 6.9% during the 1st quarter. Empowered Funds LLC now owns 15,252 shares of the biotechnology company's stock worth $194,000 after buying an additional 979 shares in the last quarter. Finally, Focus Partners Wealth raised its holdings in shares of Arrowhead Pharmaceuticals by 1,339.5% during the first quarter. Focus Partners Wealth now owns 16,252 shares of the biotechnology company's stock valued at $207,000 after acquiring an additional 15,123 shares during the last quarter. Institutional investors and hedge funds own 62.61% of the company's stock.

Arrowhead Pharmaceuticals News Summary

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

• Positive Sentiment: Analysts raised Arrowhead’s price target to $120, implying meaningful upside from recent trading levels and signaling confidence in the company’s longer-term pipeline potential. Arrowhead Pharmaceuticals Price Target Raised to $120.00
• Positive Sentiment: Arrowhead Pharmaceuticals received a consensus “Moderate Buy” recommendation, providing additional support for the recent strength in ARWR shares. Arrowhead Pharmaceuticals Receives Consensus Recommendation of Moderate Buy
• Positive Sentiment: Zacks Research raised its FY2026 EPS forecast to a loss of $3.45 per share from a loss of $3.75, while increasing its Q4 forecast to a loss of $1.35 from $1.51. The revisions suggest somewhat improved near-term expectations, though earnings remain negative.
• Neutral Sentiment: HC Wainwright maintained a Buy rating and $120 price target. Its long-range forecast still anticipates a transition to profitability, including projected positive EPS of $5.42 in FY2030. However, the timing and scale of that outlook remain dependent on successful development and commercialization of Arrowhead’s drug candidates.
• Negative Sentiment: HC Wainwright cut EPS estimates across FY2026 through FY2029, including FY2027 to a loss of $4.61 from $3.35 and FY2028 to a loss of $4.14 from $3.12. The reductions point to greater expected losses before profitability and could weigh on investor sentiment.
• Negative Sentiment: The latest quarterly results previously showed a wider-than-expected loss, with EPS of negative $1.36 versus the consensus loss of $1.23, despite revenue substantially exceeding estimates and rising 171% year over year.

Arrowhead Pharmaceuticals Company Profile

Arrowhead Pharmaceuticals, Inc is a clinical-stage biopharmaceutical company focused on the discovery, development and commercialization of RNA interference (RNAi) therapeutics. Since its founding in 2008, Arrowhead has leveraged its proprietary delivery platform—known internally as the Advanced RNAi Compound (ARC) technology—to silence disease-causing genes in patients suffering from genetically defined diseases. The company's approach aims to offer durable, targeted treatments across a range of therapeutic areas.

The company's pipeline includes multiple candidates in various stages of development.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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