Agios Pharmaceuticals (NASDAQ:AGIO) Rating Increased to Hold at Wall Street Zen

Wall Street Zen upgraded shares of Agios Pharmaceuticals (NASDAQ:AGIO) from a sell rating to a hold rating in a research note released on Saturday morning.

A number of other brokerages have also commented on AGIO. Zacks Research upgraded shares of Agios Pharmaceuticals from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 4th. JPMorgan Chase & Co. lifted their price objective on shares of Agios Pharmaceuticals from $20.00 to $25.00 and gave the company a “neutral” rating in a report on Tuesday, January 6th. HC Wainwright upped their target price on shares of Agios Pharmaceuticals from $62.00 to $65.00 and gave the stock a “buy” rating in a report on Thursday. Leerink Partners lifted their price target on Agios Pharmaceuticals from $34.00 to $40.00 and gave the company an “outperform” rating in a research note on Friday, December 26th. Finally, Royal Bank Of Canada lowered Agios Pharmaceuticals from an “outperform” rating to a “sector perform” rating and decreased their price objective for the stock from $57.00 to $28.00 in a report on Wednesday, November 19th. Six equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Agios Pharmaceuticals presently has a consensus rating of “Hold” and a consensus target price of $39.78.

Agios Pharmaceuticals Price Performance

AGIO stock opened at $27.96 on Friday. The company’s 50-day moving average is $27.39 and its 200-day moving average is $34.04. The stock has a market capitalization of $1.63 billion, a PE ratio of -3.93 and a beta of 0.91. Agios Pharmaceuticals has a 1 year low of $22.24 and a 1 year high of $46.00.

Insider Buying and Selling

In related news, insider Sarah Gheuens sold 2,932 shares of the firm’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 sale, the insider owned 64,795 shares in the company, valued at approximately $1,755,296.55. This trade represents a 4.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Tsveta Milanova sold 2,932 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 transaction of $79,427.88. Following the transaction, the insider directly owned 29,190 shares of the company’s stock, valued at $790,757.10. This represents a 9.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 33,303 shares of company stock worth $901,977 in the last ninety days. Corporate insiders own 4.30% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the company. AQR Capital Management LLC increased its holdings in Agios Pharmaceuticals by 66.8% in the 1st quarter. AQR Capital Management LLC now owns 51,489 shares of the biopharmaceutical company’s stock worth $1,498,000 after acquiring an additional 20,625 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in shares of Agios Pharmaceuticals by 7.2% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 43,327 shares of the biopharmaceutical company’s stock worth $1,274,000 after purchasing an additional 2,920 shares in the last quarter. NewEdge Advisors LLC bought a new stake in shares of Agios Pharmaceuticals in the first quarter valued at approximately $40,000. Goldman Sachs Group Inc. lifted its stake in shares of Agios Pharmaceuticals by 16.1% during the 1st quarter. Goldman Sachs Group Inc. now owns 658,652 shares of the biopharmaceutical company’s stock valued at $19,299,000 after buying an additional 91,482 shares in the last quarter. Finally, Woodline Partners LP bought a new position in Agios Pharmaceuticals in the 1st quarter worth approximately $597,000.

Agios Pharmaceuticals News Summary

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

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.