Urogen Pharma (NASDAQ:URGN) Issues Quarterly Earnings Results

Urogen Pharma (NASDAQ:URGN) announced its quarterly earnings results on Wednesday. The company reported ($0.47) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.48) by $0.01, FiscalAI reports. The business had revenue of $50.96 million for the quarter, compared to analyst estimates of $44.83 million.

Here are the key takeaways from Urogen Pharma’s conference call:

• ZUSDURI delivered $29.2M in Q1 revenue (>100% quarter-over-quarter growth) with the permanent J-code cited as a key catalyst for accelerated utilization.
• Commercial adoption is expanding: unique prescribers rose to 256 (from 102), repeat prescribers to 103 (from 32), PEFs and conversion times improved to ~30–35 days in Q1, and payer coverage now exceeds 95%.
• Pipeline momentum continues: the company plans an NDA for UGN-103 in H2 2026 (6-month durability data mid-year; potential 2027 approval), ongoing phase III for UGN-104, and an IND for UGN-501 with a Phase I start planned by year-end.
• Financials show progress (total Q1 revenue $51M, net loss narrowed to $23.6M, and cash of ~$140.3M), but Q1 SG&A jumped as expected and management declined to provide 2026 sales guidance for ZUSDURI, leaving near-term revenue visibility limited.

Urogen Pharma Stock Performance

NASDAQ URGN opened at $26.25 on Thursday. The firm’s 50 day moving average price is $20.48 and its two-hundred day moving average price is $21.50. Urogen Pharma has a twelve month low of $3.42 and a twelve month high of $30.00. The stock has a market cap of $1.28 billion, a price-to-earnings ratio of -8.20 and a beta of 1.58.

Institutional Trading of Urogen Pharma

Several institutional investors have recently made changes to their positions in URGN. Osaic Holdings Inc. grew its stake in Urogen Pharma by 491.2% in the second quarter. Osaic Holdings Inc. now owns 3,695 shares of the company’s stock valued at $50,000 after purchasing an additional 3,070 shares in the last quarter. Russell Investments Group Ltd. raised its stake in shares of Urogen Pharma by 1,594.4% during the 3rd quarter. Russell Investments Group Ltd. now owns 3,321 shares of the company’s stock worth $66,000 after purchasing an additional 3,125 shares in the last quarter. Tower Research Capital LLC TRC lifted its holdings in shares of Urogen Pharma by 422.0% during the 2nd quarter. Tower Research Capital LLC TRC now owns 6,891 shares of the company’s stock valued at $94,000 after buying an additional 5,571 shares during the last quarter. Nebula Research & Development LLC bought a new stake in shares of Urogen Pharma in the 2nd quarter valued at approximately $162,000. Finally, Man Group plc bought a new stake in shares of Urogen Pharma in the 2nd quarter valued at approximately $196,000. 91.29% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages recently weighed in on URGN. Weiss Ratings restated a “sell (d-)” rating on shares of Urogen Pharma in a research note on Monday, April 20th. Jefferies Financial Group upgraded shares of Urogen Pharma to a “strong-buy” rating in a research report on Friday, April 24th. D. Boral Capital restated a “buy” rating and set a $33.00 price target on shares of Urogen Pharma in a research report on Tuesday, March 31st. Finally, Oppenheimer increased their price objective on shares of Urogen Pharma from $34.00 to $40.00 and gave the company an “outperform” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $35.25.

Urogen Pharma Company Profile

UroGen Pharma is a clinical-stage biopharmaceutical company focused on developing and commercializing novel treatments for uro-oncology and uro-genital diseases. Founded in 2010 and headquartered in Ra’anana, Israel, with offices in New York, UroGen applies its proprietary RTGel® reverse thermal gel delivery platform to create sustained-release formulations designed for in-office use by urologists.

The company’s lead product, Jelmyto® (mitomycin gel), received U.S. Food and Drug Administration approval in 2020 for the treatment of adults with low-grade upper tract urothelial cancer.