Agios Pharmaceuticals (NASDAQ:AGIO) Posts Earnings Results, Beats Estimates By $0.11 EPS

Agios Pharmaceuticals (NASDAQ:AGIO) posted its quarterly earnings results on Thursday. The biopharmaceutical company reported ($1.85) earnings per share for the quarter, beating the consensus estimate of ($1.96) by $0.11, FiscalAI reports. The firm had revenue of $19.97 million during the quarter, compared to the consensus estimate of $12.06 million. Agios Pharmaceuticals had a negative net margin of 895.86% and a negative return on equity of 28.35%. The company’s quarterly revenue was up 86.9% compared to the same quarter last year.

Here are the key takeaways from Agios Pharmaceuticals’ conference call:

• ACTIVASE was approved in the U.S. (Dec 23) and the launch is underway with 44 prescriptions written in the first five weeks; conversion from prescription to treatment initiation is expected to average ~10–12 weeks and the REMS has not been a reported barrier so far.
• Commercial momentum for PYRUKYND continued — Q4 net revenue was $20M and full-year 2025 revenue was $54M, with Agios forecasting U.S. PK deficiency revenues of $45–50M for 2026.
• Multiple near-term R&D catalysts ahead — a pre-sNDA meeting for mitapivat in sickle cell is expected this quarter, tebapivat phase II enrollment is complete with top-line SCD data expected H2 and MDS phase IIb data expected H1, plus early-stage readouts for AG-236 and AG-181.
• Agios ended 2025 with approximately $1.2 billion in cash and expects 2026 operating expenses to be roughly flat, citing a declared path to profitability via thalassemia and PK deficiency but without a specific timing commitment.

Agios Pharmaceuticals Price Performance

NASDAQ AGIO traded up $0.74 during trading hours on Thursday, reaching $28.45. The company’s stock had a trading volume of 297,395 shares, compared to its average volume of 919,579. The firm has a market capitalization of $1.66 billion, a price-to-earnings ratio of -4.08 and a beta of 0.91. The company’s 50-day moving average is $27.37 and its two-hundred day moving average is $34.17. Agios Pharmaceuticals has a 1-year low of $22.24 and a 1-year high of $46.00.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on AGIO shares. Weiss Ratings reissued a “sell (d)” rating on shares of Agios Pharmaceuticals in a report on Monday, December 29th. Bank of America boosted their price objective on shares of Agios Pharmaceuticals from $32.00 to $34.00 and gave the company a “buy” rating in a report on Wednesday, December 24th. JPMorgan Chase & Co. lifted their target price on Agios Pharmaceuticals from $20.00 to $25.00 and gave the stock a “neutral” rating in a report on Tuesday, January 6th. Zacks Research upgraded shares of Agios Pharmaceuticals from a “strong sell” rating to a “hold” rating in a report on Tuesday, November 4th. Finally, Wall Street Zen lowered shares of Agios Pharmaceuticals from a “hold” rating to a “sell” rating in a research report on Saturday, November 22nd. Six investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $39.44.

Insider Buying and Selling at Agios Pharmaceuticals

In other news, insider James William Burns sold 2,932 shares of the stock in a transaction that occurred on Tuesday, December 30th. The stock was sold at an average price of $27.09, for a total transaction of $79,427.88. Following the transaction, the insider owned 31,718 shares in the company, valued at $859,240.62. This trade represents a 8.46% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Sarah Gheuens sold 2,932 shares of Agios Pharmaceuticals stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $27.09, for a total transaction of $79,427.88. Following the completion of the sale, the insider directly owned 64,795 shares in the company, valued at $1,755,296.55. This represents a 4.33% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 33,303 shares of company stock worth $901,977. 4.30% of the stock is currently owned by corporate insiders.

Institutional Trading of Agios Pharmaceuticals

Several large investors have recently made changes to their positions in AGIO. Creative Planning raised its position in Agios Pharmaceuticals by 2.2% during the third quarter. Creative Planning now owns 13,119 shares of the biopharmaceutical company’s stock valued at $527,000 after buying an additional 280 shares during the period. The Manufacturers Life Insurance Company grew its stake in Agios Pharmaceuticals by 0.4% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 132,083 shares of the biopharmaceutical company’s stock valued at $4,393,000 after acquiring an additional 512 shares in the last quarter. CANADA LIFE ASSURANCE Co increased its holdings in shares of Agios Pharmaceuticals by 3.4% in the 3rd quarter. CANADA LIFE ASSURANCE Co now owns 20,325 shares of the biopharmaceutical company’s stock valued at $796,000 after purchasing an additional 662 shares during the period. California State Teachers Retirement System lifted its position in shares of Agios Pharmaceuticals by 1.4% in the second quarter. California State Teachers Retirement System now owns 47,659 shares of the biopharmaceutical company’s stock worth $1,585,000 after purchasing an additional 671 shares in the last quarter. Finally, Russell Investments Group Ltd. boosted its holdings in shares of Agios Pharmaceuticals by 8.6% during the second quarter. Russell Investments Group Ltd. now owns 9,292 shares of the biopharmaceutical company’s stock worth $309,000 after purchasing an additional 734 shares during the period.

Agios Pharmaceuticals Company Profile

Agios Pharmaceuticals, Inc is a biopharmaceutical company founded in 2008 as a spin-out from research at Dana-Farber Cancer Institute and the Broad Institute. Headquartered in Cambridge, Massachusetts, Agios focuses on understanding and targeting cellular metabolism to develop novel therapies for cancer and rare genetic diseases. The company’s scientific platform integrates genomic discovery, metabolic profiling and precision medicine approaches to identify and advance small-molecule candidates that correct or exploit metabolic dysfunction.

Agios’s lead products are IDH (isocitrate dehydrogenase) inhibitors that target specific cancer mutations.