Agios Pharmaceuticals (NASDAQ:AGIO) Releases Earnings Results, Beats Estimates By $0.13 EPS

Agios Pharmaceuticals (NASDAQ:AGIO) posted its quarterly earnings results on Wednesday. The biopharmaceutical company reported ($1.69) earnings per share for the quarter, topping analysts’ consensus estimates of ($1.82) by $0.13, FiscalAI reports. The business had revenue of $20.75 million for the quarter, compared to the consensus estimate of $13.91 million. Agios Pharmaceuticals had a negative net margin of 764.01% and a negative return on equity of 31.07%. The firm’s revenue for the quarter was up 137.7% compared to the same quarter last year.

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

• AQVESME U.S. launch off to a strong start with $20.7M in Q1 mitapivat net revenues (US $18.8M) and 242 prescriptions by REMS?certified physicians as of March 31, though management cautioned early prescriptions reflect highly motivated patients and average initiation timelines are expected to normalize to ~10–12 weeks.
• Agios plans to submit an sNDA for mitapivat in sickle cell disease in Q2 under the U.S. Accelerated Approval pathway after productive pre?sNDA discussions with the FDA and alignment on a confirmatory trial design.
• Multiple near?term pipeline catalysts could drive upside, including phase II?B tebapivat top?line data in lower?risk MDS (H1 2026), phase II tebapivat data in sickle cell disease (H2 2026), and early healthy volunteer data for AG?236 (H1 2026).
• Financial position and discipline support execution — operating expense guidance for 2026 is expected to be approximately flat versus 2025, while the company ended Q1 with over $1 billion in cash, equivalents and marketable securities to fund launches and development.

Agios Pharmaceuticals Stock Up 10.2%

AGIO stock traded up $2.53 during trading on Wednesday, hitting $27.33. The company had a trading volume of 2,115,516 shares, compared to its average volume of 1,017,420. The firm has a 50-day moving average price of $29.87 and a 200-day moving average price of $31.07. Agios Pharmaceuticals has a 12 month low of $22.24 and a 12 month high of $46.00. The stock has a market cap of $1.63 billion, a price-to-earnings ratio of -3.87 and a beta of 0.79.

Insider Transactions at Agios Pharmaceuticals

In related news, insider Krishnan Viswanadhan sold 2,959 shares of the business’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $27.80, for a total value of $82,260.20. Following the completion of the transaction, the insider owned 5,141 shares in the company, valued at $142,919.80. The trade was a 36.53% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Sarah Gheuens sold 2,940 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $34.71, for a total transaction of $102,047.40. Following the completion of the transaction, the insider owned 80,277 shares of the company’s stock, valued at $2,786,414.67. This trade represents a 3.53% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 15,582 shares of company stock worth $520,405 over the last ninety days. 4.93% of the stock is currently owned by insiders.

Institutional Trading of Agios Pharmaceuticals

A number of institutional investors have recently bought and sold shares of the business. Creative Planning grew its holdings in Agios Pharmaceuticals by 2.2% during the 3rd quarter. Creative Planning now owns 13,119 shares of the biopharmaceutical company’s stock worth $527,000 after acquiring an additional 280 shares during the period. The Manufacturers Life Insurance Company grew its holdings 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 worth $4,393,000 after acquiring an additional 512 shares during the period. CANADA LIFE ASSURANCE Co grew its holdings in Agios Pharmaceuticals by 3.4% during the 3rd quarter. CANADA LIFE ASSURANCE Co now owns 20,325 shares of the biopharmaceutical company’s stock worth $796,000 after acquiring an additional 662 shares during the period. California State Teachers Retirement System grew its holdings in Agios Pharmaceuticals by 1.4% during the 2nd quarter. California State Teachers Retirement System now owns 47,659 shares of the biopharmaceutical company’s stock worth $1,585,000 after acquiring an additional 671 shares during the period. Finally, Russell Investments Group Ltd. grew its holdings in Agios Pharmaceuticals by 8.6% during the 2nd quarter. Russell Investments Group Ltd. now owns 9,292 shares of the biopharmaceutical company’s stock worth $309,000 after acquiring an additional 734 shares during the period.

Analysts Set New Price Targets

A number of analysts have commented on AGIO shares. The Goldman Sachs Group raised their price objective on Agios Pharmaceuticals from $28.00 to $32.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 1st. JPMorgan Chase & Co. raised their price objective on Agios Pharmaceuticals from $31.00 to $36.00 and gave the stock a “neutral” rating in a research report on Monday, April 6th. HC Wainwright reduced their price objective on Agios Pharmaceuticals from $65.00 to $50.00 and set a “buy” rating for the company in a research report on Monday, April 20th. Weiss Ratings reiterated a “sell (d)” rating on shares of Agios Pharmaceuticals in a research report on Friday, March 27th. Finally, Bank of America reduced their price objective on Agios Pharmaceuticals from $44.00 to $41.00 and set a “buy” rating for the company in a research report on Tuesday, April 21st. Six analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $41.78.

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.