Brokerages Set Agios Pharmaceuticals, Inc. (NASDAQ:AGIO) Target Price at $39.44

Agios Pharmaceuticals, Inc. (NASDAQ:AGIO) has received an average recommendation of “Hold” from the eleven ratings firms that are covering the stock, Marketbeat.com reports. One investment analyst has rated the stock with a sell rating, four have assigned a hold rating and six have assigned a buy rating to the company. The average 12 month target price among brokers that have issued a report on the stock in the last year is $39.7778.

AGIO has been the subject of a number of analyst reports. Zacks Research upgraded shares of Agios Pharmaceuticals from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 4th. Bank of America upped their price target on Agios Pharmaceuticals from $32.00 to $34.00 and gave the stock a “buy” rating in a report on Wednesday, December 24th. JPMorgan Chase & Co. raised their price objective on Agios Pharmaceuticals from $20.00 to $25.00 and gave the company a “neutral” rating in a report on Tuesday, January 6th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Agios Pharmaceuticals in a research note on Monday, December 29th. Finally, Wall Street Zen upgraded Agios Pharmaceuticals from a “sell” rating to a “hold” rating in a research report on Saturday.

Trending Headlines about Agios Pharmaceuticals

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

• Positive Sentiment: Q4 results beat expectations — Agios reported revenue of $19.97M (vs. ~ $12.1M est.) and an EPS loss narrower than expected (‑$1.85 vs. ‑$1.97 est.), driven in part by a 49% year‑over‑year increase in PYRUKYND (mitapivat) sales. The release also included the quarterly slide deck and call. Agios Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Business Update
• Positive Sentiment: Analyst upgrade / higher price target — HC Wainwright reiterated a Buy and raised its price target to $65 (from $62), implying substantial upside versus current levels; the firm also published bullish FY2030 estimates. This can support investor optimism about long‑term upside. Benzinga: HC Wainwright raises price target
• Neutral Sentiment: Pipeline and commercialization milestones — AQVESME (mitapivat) is now available in the U.S. for thalassemia after FDA approval; Agios plans a pre‑sNDA meeting for mitapivat in sickle cell disease in Q1 and its Phase 2 tebapivat sickle cell trial is fully enrolled with topline expected in H2 2026. These are important milestones but outcomes/timing remain uncertain. Agios Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Business Update
• Neutral Sentiment: Investor materials available — the earnings call transcript and presentation were posted (useful for deep dives into revenue mix, commercialization cadence and R&D spend). Agios Pharmaceuticals 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Short‑interest data appears inconsistent — recent reports show zero shares shorted (with NaN changes), suggesting a likely data anomaly rather than a material change in short positioning; treat this item as noisy.
• Negative Sentiment: Profitability and valuation headwinds — Agios remains unprofitable (very negative net margin and negative ROE reported) and the stock is trading below its 200‑day moving average, which may pressure sentiment until consistent positive cash‑flow trends appear. Agios Q4 earnings snapshot and transcript

Insider Buying and Selling at Agios Pharmaceuticals

In related news, CFO Cecilia Jones sold 2,932 shares of the company’s stock in a transaction dated 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 transaction, the chief financial officer owned 37,394 shares in the company, valued at $1,013,003.46. This represents a 7.27% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Brian Goff sold 18,703 shares of the stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $27.09, for a total value of $506,664.27. Following the transaction, the chief executive officer directly owned 136,583 shares of the company’s stock, valued at $3,700,033.47. The trade was a 12.04% 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 valued at $901,977. Insiders own 4.93% of the company’s stock.

Institutional Investors Weigh In On Agios Pharmaceuticals

A number of hedge funds have recently modified their holdings of the business. Bellevue Group AG boosted its position in Agios Pharmaceuticals by 3.5% during the third quarter. Bellevue Group AG now owns 3,714,736 shares of the biopharmaceutical company’s stock worth $149,110,000 after acquiring an additional 124,586 shares during the last quarter. State Street Corp lifted its position in Agios Pharmaceuticals by 37.4% during the fourth quarter. State Street Corp now owns 3,108,145 shares of the biopharmaceutical company’s stock worth $84,604,000 after buying an additional 845,433 shares in the last quarter. Erste Asset Management GmbH grew its holdings in Agios Pharmaceuticals by 1.4% in the 4th quarter. Erste Asset Management GmbH now owns 2,804,900 shares of the biopharmaceutical company’s stock valued at $76,343,000 after buying an additional 40,000 shares in the last quarter. Wellington Management Group LLP increased its stake in shares of Agios Pharmaceuticals by 485.5% in the 3rd quarter. Wellington Management Group LLP now owns 2,471,416 shares of the biopharmaceutical company’s stock worth $99,203,000 after acquiring an additional 2,049,287 shares during the last quarter. Finally, Commodore Capital LP raised its holdings in shares of Agios Pharmaceuticals by 0.6% during the 3rd quarter. Commodore Capital LP now owns 2,338,287 shares of the biopharmaceutical company’s stock worth $93,859,000 after acquiring an additional 13,287 shares during the period.

Agios Pharmaceuticals Price Performance

Shares of NASDAQ AGIO opened at $27.96 on Monday. The stock has a market capitalization of $1.64 billion, a price-to-earnings ratio of -3.93 and a beta of 0.91. The firm’s 50 day simple moving average is $27.39 and its 200-day simple moving average is $34.01. Agios Pharmaceuticals has a 12 month low of $22.24 and a 12 month high of $46.00.

About Agios Pharmaceuticals

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.