Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) Receives Average Rating of “Moderate Buy” from Analysts

Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) has received a consensus rating of “Moderate Buy” from the eighteen analysts that are presently covering the stock, Marketbeat reports. One equities research analyst has rated the stock with a sell rating, one has given a hold rating and sixteen have issued a buy rating on the company. The average twelve-month price target among brokerages that have updated their coverage on the stock in the last year is $72.2941.

Several equities analysts have commented on RARE shares. HC Wainwright reissued a “buy” rating and set a $60.00 target price on shares of Ultragenyx Pharmaceutical in a research report on Tuesday, February 3rd. TD Cowen cut their price objective on Ultragenyx Pharmaceutical from $86.00 to $75.00 and set a “buy” rating on the stock in a research note on Wednesday, November 5th. Bank of America reduced their target price on Ultragenyx Pharmaceutical from $72.00 to $58.00 and set a “buy” rating for the company in a report on Friday, January 2nd. Robert W. Baird lowered their price target on Ultragenyx Pharmaceutical from $72.00 to $47.00 and set an “outperform” rating on the stock in a report on Tuesday, December 30th. Finally, Barclays dropped their price target on shares of Ultragenyx Pharmaceutical from $81.00 to $50.00 and set an “overweight” rating on the stock in a research report on Monday, November 24th.

Ultragenyx Pharmaceutical News Summary

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

• Positive Sentiment: Q4 revenue and product momentum: Ultragenyx reported Q4 revenue of $207M (up ~25.5% YoY) and full‑year 2025 revenue of $673M; Crysvita® and Dojolvi® remain the primary revenue drivers. These topline figures beat some analyst revenue estimates and show continued commercial growth. Ultragenyx Reports Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Q4 EPS roughly in line: Reported EPS was a (-$1.29) loss — close to consensus (sources vary slightly on the exact consensus), and management held the scheduled earnings call/press release where they discussed results and pipeline progress. Investors can review the call/PR for color on commercialization and development milestones. Earnings Transcript / Press Release
• Negative Sentiment: FY‑2026 revenue guidance below Street: Ultragenyx set FY‑2026 revenue guidance of about $730M–$760M, below the consensus (~$785M), creating downward earnings/valuation pressure as investors re‑model growth expectations. Guidance & Corporate Update
• Negative Sentiment: Multiple securities‑fraud class actions / law‑firm notices: Several firms have filed notices or are soliciting lead plaintiffs alleging misstatements related to the company’s drug (setrusumab) and disclosures covering Aug 3, 2023–Dec 26, 2025. Litigation risk and potential legal costs create uncertainty and often weigh on biotech stocks. Investor Alert — Class Action Filed
• Negative Sentiment: Profitability and outlook remain challenged: Ultragenyx still shows wide negative margins and negative ROE; consensus expects materially negative FY EPS, keeping valuation dependent on future commercial execution and pipeline readouts. Market Data & Ratios

Insider Activity at Ultragenyx Pharmaceutical

In other Ultragenyx Pharmaceutical news, CFO Howard Horn sold 3,081 shares of the stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $36.38, for a total value of $112,086.78. Following the completion of the sale, the chief financial officer directly owned 95,146 shares of the company’s stock, valued at $3,461,411.48. This represents a 3.14% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders sold 6,227 shares of company stock worth $187,126 in the last three months. 5.50% of the stock is owned by insiders.

Institutional Trading of Ultragenyx Pharmaceutical

A number of large investors have recently bought and sold shares of the stock. Norges Bank purchased a new stake in Ultragenyx Pharmaceutical during the second quarter valued at approximately $35,765,000. Hsbc Holdings PLC increased its position in shares of Ultragenyx Pharmaceutical by 88.6% during the 2nd quarter. Hsbc Holdings PLC now owns 97,197 shares of the biopharmaceutical company’s stock valued at $3,554,000 after purchasing an additional 45,665 shares during the last quarter. Skandinaviska Enskilda Banken AB publ raised its holdings in Ultragenyx Pharmaceutical by 108.1% during the 2nd quarter. Skandinaviska Enskilda Banken AB publ now owns 67,720 shares of the biopharmaceutical company’s stock valued at $2,462,000 after buying an additional 35,185 shares during the period. Frazier Life Sciences Management L.P. raised its holdings in Ultragenyx Pharmaceutical by 49.3% during the 2nd quarter. Frazier Life Sciences Management L.P. now owns 983,715 shares of the biopharmaceutical company’s stock valued at $35,768,000 after buying an additional 325,000 shares during the period. Finally, SG Americas Securities LLC bought a new stake in Ultragenyx Pharmaceutical in the third quarter worth $3,773,000. 97.67% of the stock is currently owned by institutional investors.

Ultragenyx Pharmaceutical Trading Down 1.6%

Shares of RARE stock opened at $23.50 on Friday. The company has a market capitalization of $2.27 billion, a price-to-earnings ratio of -3.96 and a beta of 0.16. Ultragenyx Pharmaceutical has a 1-year low of $18.41 and a 1-year high of $46.27. The stock’s fifty day simple moving average is $27.23 and its 200-day simple moving average is $29.78.

Ultragenyx Pharmaceutical (NASDAQ:RARE) last released its earnings results on Thursday, February 12th. The biopharmaceutical company reported ($1.29) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($1.30) by $0.01. The company had revenue of $207.00 million during the quarter, compared to the consensus estimate of $199.60 million. Ultragenyx Pharmaceutical had a negative net margin of 91.95% and a negative return on equity of 414.17%. The company’s revenue was up 25.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned ($1.39) EPS. On average, sell-side analysts predict that Ultragenyx Pharmaceutical will post -5.18 EPS for the current year.

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.