Kiniksa Pharmaceuticals International (NASDAQ:KNSA) Announces Earnings Results

Kiniksa Pharmaceuticals International (NASDAQ:KNSA) released its earnings results on Tuesday. The company reported $0.17 EPS for the quarter, missing the consensus estimate of $0.29 by ($0.12), FiscalAI reports. The firm had revenue of $202.13 million during the quarter, compared to the consensus estimate of $200.86 million. Kiniksa Pharmaceuticals International had a net margin of 6.01% and a return on equity of 7.46%. Kiniksa Pharmaceuticals International’s quarterly revenue was up 65.0% compared to the same quarter last year. During the same period in the prior year, the business earned ($0.12) earnings per share.

Here are the key takeaways from Kiniksa Pharmaceuticals International’s conference call:

• Arcalyst product revenue grew 65% year‑over‑year to $202.1M in Q4 and 62% to $677.6M for FY2025, and the franchise has been profitable since Q4 2021, enabling continued commercial investment.
• Management reiterated 2026 Arcalyst net revenue guidance of $900–$920M and highlighted expanding adoption with >4,150 prescribers, ~18% penetration in the 2+ recurrence target and ~20% of prescriptions written at first recurrence.
• Pipeline progress includes ongoing dosing in the KPL‑387 Phase II (data expected in H2 2026) with a potential monthly auto‑injector profile to broaden the market, and KPL‑1161 is planned to enter the clinic by year‑end.
• Operating expenses increased—driven by higher COGS, collaboration expenses and increased SG&A—as sales scale, and management warned of typical Q1 seasonal headwinds (payer plan changes and co‑pay resets) that could pressure near‑term results.

Kiniksa Pharmaceuticals International Price Performance

Shares of NASDAQ:KNSA opened at $43.50 on Wednesday. The company has a market capitalization of $3.30 billion, a PE ratio of 96.67 and a beta of 0.06. Kiniksa Pharmaceuticals International has a 1 year low of $18.25 and a 1 year high of $49.12. The business has a fifty day moving average price of $42.87 and a two-hundred day moving average price of $39.64.

Insider Buying and Selling at Kiniksa Pharmaceuticals International

In other news, COO Eben Tessari sold 12,048 shares of the company’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $41.56, for a total transaction of $500,714.88. Following the transaction, the chief operating officer owned 16,666 shares of the company’s stock, valued at $692,638.96. This represents a 41.96% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Mark Ragosa sold 42,841 shares of the company’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $41.49, for a total transaction of $1,777,473.09. Following the sale, the chief financial officer owned 31,086 shares in the company, valued at $1,289,758.14. The trade was a 57.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 123,623 shares of company stock valued at $5,236,389. Company insiders own 53.48% of the company’s stock.

Institutional Investors Weigh In On Kiniksa Pharmaceuticals International

A number of large investors have recently added to or reduced their stakes in the company. Smartleaf Asset Management LLC purchased a new position in shares of Kiniksa Pharmaceuticals International in the 4th quarter worth about $36,000. EverSource Wealth Advisors LLC lifted its position in Kiniksa Pharmaceuticals International by 140.4% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 911 shares of the company’s stock worth $25,000 after buying an additional 532 shares during the last quarter. CIBC Private Wealth Group LLC purchased a new stake in Kiniksa Pharmaceuticals International in the fourth quarter worth approximately $41,000. Quarry LP purchased a new stake in Kiniksa Pharmaceuticals International during the third quarter valued at about $44,000. Finally, Osaic Holdings Inc. purchased a new position in Kiniksa Pharmaceuticals International in the 2nd quarter worth approximately $31,000. Hedge funds and other institutional investors own 53.95% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. Wedbush increased their price target on shares of Kiniksa Pharmaceuticals International from $50.00 to $53.00 and gave the stock an “outperform” rating in a research report on Wednesday. The Goldman Sachs Group raised their target price on Kiniksa Pharmaceuticals International from $45.00 to $55.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Canaccord Genuity Group initiated coverage on Kiniksa Pharmaceuticals International in a research note on Thursday, February 19th. They issued a “buy” rating and a $62.00 price target on the stock. Zacks Research downgraded Kiniksa Pharmaceuticals International from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 13th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Kiniksa Pharmaceuticals International in a research note on Thursday, January 22nd. Seven equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $54.14.

Kiniksa Pharmaceuticals International News Summary

Here are the key news stories impacting Kiniksa Pharmaceuticals International this week:

• Positive Sentiment: Company issued robust ARCALYST 2026 net product revenue guidance of $900M–$920M, signaling continued commercial traction and market penetration. GlobeNewswire: Financial Results and Guidance
• Positive Sentiment: Revenue momentum: Q4 ARCALYST net product revenue was $202.1M and full‑year ARCALYST revenue reached $677.6M (FY2025), and total company revenue grew ~65% YoY — evidence of strong commercial execution. GlobeNewswire: Revenue Details
• Neutral Sentiment: Pipeline timing: KPL‑387 Phase 2 recurrent pericarditis data expected in 2H‑2026 and a KPL‑1161 Phase 1 trial planned to start by end‑2026 — these are important catalysts but still months away. GlobeNewswire: Pipeline Update
• Neutral Sentiment: Unusual options activity has been noted by some outlets — could reflect speculation or hedging and may amplify intraday moves, but not a fundamental change. MSN: Options Activity
• Negative Sentiment: Q4 EPS missed expectations: reported $0.17 vs. consensus ~$0.29 — the EPS shortfall (and lower-than-expected profitability metrics) was the primary driver of the selloff despite revenue beating estimates slightly. Zacks: EPS Miss
• Negative Sentiment: Valuation and near‑term profitability concerns: the stock trades at a high multiple relative to current profitability (P/E elevated) and some analysts still expect negative FY EPS, making the name sensitive to execution and margin trends. MarketBeat: Stock Profile & Estimates

About Kiniksa Pharmaceuticals International

Kiniksa Pharmaceuticals International, Inc is a biopharmaceutical company focused on discovering, acquiring and developing therapeutics for patients suffering from lifethreatening and debilitating immune-mediated diseases. Founded in 2013 and headquartered in Lexington, Massachusetts, Kiniksa applies a patient-centric approach to build a diversified portfolio of marketed medicines and clinical-stage candidates targeting inflammation and immunology. The company’s core mission is to address complex conditions with significant unmet medical needs by advancing both novel and differentiated therapies.

The company’s lead marketed product is Ilaris (canakinumab), an interleukin-1β blocker licensed for the treatment of cryopyrin-associated periodic syndromes, systemic juvenile idiopathic arthritis, adult-onset Still’s disease and Schnitzler syndrome.