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

Agios Pharmaceuticals (NASDAQ:AGIO) was upgraded by Wall Street Zen from a “sell” rating to a “hold” rating in a research note issued on Saturday.

Other equities analysts have also issued reports about the stock. Citigroup restated a “buy” rating on shares of Agios Pharmaceuticals in a report on Friday, December 26th. The Goldman Sachs Group reduced their target price on Agios Pharmaceuticals from $40.00 to $25.00 and set a “neutral” rating for the company in a report on Thursday, November 20th. Royal Bank Of Canada cut Agios Pharmaceuticals from an “outperform” rating to a “sector perform” rating and decreased their price target for the stock from $57.00 to $28.00 in a research note on Wednesday, November 19th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Agios Pharmaceuticals in a report on Monday, December 29th. Finally, Bank of America increased their price objective on Agios Pharmaceuticals from $32.00 to $34.00 and gave the company a “buy” rating in a research report on Wednesday, December 24th. Six investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $39.78.

Agios Pharmaceuticals Stock Performance

Shares of Agios Pharmaceuticals stock opened at $27.96 on Friday. The company has a 50-day simple moving average of $27.39 and a two-hundred day simple moving average of $34.07. 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 52-week low of $22.24 and a 52-week high of $46.00.

Insider Buying and Selling at Agios Pharmaceuticals

In other news, insider James William Burns sold 2,932 shares of the stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $27.09, for a total transaction of $79,427.88. Following the transaction, the insider directly owned 31,718 shares of the company’s stock, valued at $859,240.62. This represents a 8.46% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Cecilia Jones sold 2,932 shares of the firm’s stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $27.09, for a total value of $79,427.88. Following the completion of the transaction, the chief financial officer owned 37,394 shares in the company, valued at approximately $1,013,003.46. This trade represents a 7.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 33,303 shares of company stock worth $901,977. 4.30% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. Assetmark Inc. boosted its holdings in shares of Agios Pharmaceuticals by 37.9% in the fourth quarter. Assetmark Inc. now owns 1,317 shares of the biopharmaceutical company’s stock worth $36,000 after buying an additional 362 shares during the last quarter. NewEdge Advisors LLC purchased a new stake in Agios Pharmaceuticals during the first quarter valued at approximately $40,000. First Horizon Corp bought a new position in Agios Pharmaceuticals in the third quarter worth approximately $45,000. Caitong International Asset Management Co. Ltd purchased a new position in shares of Agios Pharmaceuticals during the 4th quarter worth $49,000. Finally, Eurizon Capital SGR S.p.A. purchased a new position in shares of Agios Pharmaceuticals during the 4th quarter worth $72,000.

Key Stories Impacting Agios Pharmaceuticals

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.