AGIO Earnings

AGIO reported its earnings on 2026-02-12, showcasing a revenue of 19.97M against an estimate of 10.29M, resulting in a 94.04% surprise. The EPS was -1.85, surpassing the expected -1.97 by 6.09%. The stock experienced a 1.3% price change on the earnings day and a -0.54% change over the next five days, reflecting market reactions to the results.

Following AGIO's earnings announcement on 2026-02-12, the stock price moved by 1.3% on the day of the release. Over the subsequent five days, it saw a -0.54% change. Historically, AGIO's stock price tends to shift by an average of -2.64% in the 10 days leading up to earnings and 5.6% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate AGIO's annual revenue to reach 16.64M, while the EPS is projected at -1.84. These estimates reflect recent revisions, with revenue estimates revised downward by -0.72% and EPS estimates revised downward by -2.82% over the past three months, indicating analyst expectation in the company's performance.

The correlation between AGIO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.72%, while EPS estimates moved revised downward by -2.82%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AGIO's stock price typically moves by -2.64% in the 10 days before its earnings and 5.6% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of -1.84 and revenue of 16.64M.

The earnings call and Q&A reveal strong financial performance and strategic initiatives. Revenue growth expectations, robust cash reserves, and global commercialization efforts for PYRUKYND are positive indicators. Despite increased R&D expenses, the strategic focus on thalassemia and sickle cell disease, along with favorable guidance, supports a positive outlook. The market cap suggests moderate stock price sensitivity, leading to a positive prediction for the next two weeks.