Ultragenyx Pharmaceutical (RARE) to Release Earnings on Thursday

Ultragenyx Pharmaceutical (NASDAQ:RARE) is expected to be posting its Q4 2025 results before the market opens on Thursday, February 12th. Analysts expect Ultragenyx Pharmaceutical to post earnings of ($1.30) per share and revenue of $199.5960 million for the quarter. Parties can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Friday, February 13, 2026 at 4:00 PM ET.

Ultragenyx Pharmaceutical (NASDAQ:RARE) last issued its quarterly earnings data on Tuesday, November 4th. The biopharmaceutical company reported ($1.81) earnings per share for the quarter, missing analysts’ consensus estimates of ($1.23) by ($0.58). Ultragenyx Pharmaceutical had a negative return on equity of 414.17% and a negative net margin of 91.95%.The business had revenue of $159.93 million for the quarter, compared to analysts’ expectations of $167.42 million. During the same period last year, the business earned ($1.40) earnings per share. The company’s revenue for the quarter was up 14.6% on a year-over-year basis. On average, analysts expect Ultragenyx Pharmaceutical to post $-5 EPS for the current fiscal year and $-3 EPS for the next fiscal year.

Ultragenyx Pharmaceutical Stock Performance

RARE stock opened at $24.69 on Thursday. Ultragenyx Pharmaceutical has a 1 year low of $18.41 and a 1 year high of $46.50. The stock’s 50 day moving average price is $28.52 and its 200 day moving average price is $29.93. The firm has a market cap of $2.38 billion, a P/E ratio of -4.16 and a beta of 0.16.

Key Stories Impacting Ultragenyx Pharmaceutical

Here are the key news stories impacting Ultragenyx Pharmaceutical this week:

• Positive Sentiment: Long‑term UX111 gene therapy data and regulatory progress — Ultragenyx published up to 8.5 years of follow‑up showing sustained, meaningful clinical benefit for UX111 (rebisufligene etisparvovec) in MPS IIIA and said it resubmitted the BLA to the U.S. FDA in January 2026 with an expected review period of up to six months. This materially improves the odds of near‑term regulatory clarity and eventual commercial upside if approved. Ultragenyx announces positive longer-term UX111 data
• Positive Sentiment: Analyst support — HC Wainwright reaffirmed a “buy” rating and a $60 price target, highlighting upside (~+143% vs. current levels) and giving investors a bullish valuation benchmark to weigh against recent weakness. HC Wainwright rating coverage
• Neutral Sentiment: Insider selling by the CFO — CFO Howard Horn sold 3,061 shares (~$72k) on Feb 2; this reduces his stake by ~3.3% but leaves substantial remaining ownership. Small dollar amount relative to market cap suggests limited direct financial implication, though markets sometimes interpret insider sales as a weak signal. CFO insider sale details
• Negative Sentiment: Class action filings and investigations — Robbins Geller Rudman & Dowd announced a proposed class action covering purchases from Aug 3, 2023 to Dec 26, 2025, alleging securities law violations. Litigation risk can increase volatility, potential legal costs, and management distraction. RGRD class action notice
• Negative Sentiment: Additional securities‑fraud notices — Robbins LLP issued an investor notice about a related securities class action, signaling multiple firms are investigating/filing claims; this reinforces legal risk and could pressure sentiment until resolved. Robbins LLP investor notice
• Negative Sentiment: Pomerantz investigation — Pomerantz LLP is also investigating claims on behalf of Ultragenyx investors, adding to the number of law firms reviewing potential litigation matters; more filings or consolidation of suits could follow. Pomerantz investigation notice

Insiders Place Their Bets

In other Ultragenyx Pharmaceutical news, CFO Howard Horn sold 3,081 shares of the business’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $36.38, for a total transaction of $112,086.78. Following the completion of the sale, the chief financial officer owned 95,146 shares of the company’s stock, valued at approximately $3,461,411.48. The trade was a 3.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders sold a total of 6,227 shares of company stock valued at $187,126 in the last 90 days. 5.50% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Ultragenyx Pharmaceutical

Large investors have recently modified their holdings of the company. Danske Bank A S purchased a new stake in shares of Ultragenyx Pharmaceutical during the 3rd quarter worth about $39,000. Van ECK Associates Corp lifted its position in Ultragenyx Pharmaceutical by 26.1% during the third quarter. Van ECK Associates Corp now owns 2,650 shares of the biopharmaceutical company’s stock valued at $80,000 after buying an additional 549 shares in the last quarter. Osaic Holdings Inc. grew its stake in Ultragenyx Pharmaceutical by 4,371.7% during the second quarter. Osaic Holdings Inc. now owns 4,740 shares of the biopharmaceutical company’s stock worth $172,000 after buying an additional 4,634 shares during the period. M&T Bank Corp increased its position in shares of Ultragenyx Pharmaceutical by 19.7% in the second quarter. M&T Bank Corp now owns 7,232 shares of the biopharmaceutical company’s stock worth $263,000 after acquiring an additional 1,192 shares in the last quarter. Finally, ADAR1 Capital Management LLC acquired a new stake in shares of Ultragenyx Pharmaceutical in the third quarter worth $271,000. 97.67% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on RARE. Jefferies Financial Group reduced their price objective on Ultragenyx Pharmaceutical from $114.00 to $63.00 and set a “buy” rating on the stock in a research report on Tuesday, December 30th. Truist Financial cut their target price on shares of Ultragenyx Pharmaceutical from $100.00 to $90.00 and set a “buy” rating for the company in a research note on Wednesday, November 5th. TD Cowen reduced their target price on shares of Ultragenyx Pharmaceutical from $86.00 to $75.00 and set a “buy” rating on the stock in a report on Wednesday, November 5th. Leerink Partners lowered their price target on shares of Ultragenyx Pharmaceutical from $80.00 to $70.00 and set an “outperform” rating for the company in a report on Tuesday, December 30th. Finally, Guggenheim reduced their price objective on shares of Ultragenyx Pharmaceutical from $64.00 to $52.00 and set a “buy” rating on the stock in a research note on Monday, January 5th. Sixteen research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $72.29.

About Ultragenyx Pharmaceutical

Ultragenyx Pharmaceutical Inc is a biopharmaceutical company focused on developing and commercializing therapies for rare and ultra-rare genetic disorders. Since its founding in 2010 and headquarters in Novato, California, the company has built expertise in protein replacement therapies, small molecules and gene therapy approaches to address high-unmet medical needs. Ultragenyx applies a precision medicine model, leveraging both in-house research and strategic collaborations to advance its product pipeline from discovery through regulatory approval.

The company’s commercial portfolio includes Crysvita (burosumab-tmyl) for X-linked hypophosphatemia, Mepsevii (vestronidase alfa-vjbk) for mucopolysaccharidosis VII and Dojolvi (triheptanoin) for long-chain fatty acid oxidation disorders.