Urogen Pharma (NASDAQ:URGN) Earns “Buy” Rating from D. Boral Capital

Urogen Pharma (NASDAQ:URGN)‘s stock had its “buy” rating reissued by research analysts at D. Boral Capital in a report issued on Monday,Benzinga reports. They presently have a $33.00 price objective on the stock. D. Boral Capital’s price objective would indicate a potential upside of 75.35% from the company’s previous close.

A number of other equities analysts have also weighed in on the company. Weiss Ratings reissued a “sell (d-)” rating on shares of Urogen Pharma in a research note on Wednesday, January 21st. Wall Street Zen upgraded Urogen Pharma from a “sell” rating to a “hold” rating in a report on Saturday, November 8th. Six analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Urogen Pharma presently has an average rating of “Moderate Buy” and an average target price of $33.29.

Urogen Pharma Trading Down 1.1%

NASDAQ:URGN opened at $18.82 on Monday. The company has a market cap of $880.96 million, a P/E ratio of -5.88 and a beta of 1.34. Urogen Pharma has a twelve month low of $3.42 and a twelve month high of $30.00. The company’s 50-day moving average price is $21.10 and its 200-day moving average price is $20.87.

Urogen Pharma (NASDAQ:URGN) last released its quarterly earnings data on Monday, March 2nd. The company reported ($0.54) EPS for the quarter, beating analysts’ consensus estimates of ($0.66) by $0.12. The business had revenue of $37.84 million during the quarter, compared to analyst estimates of $39.92 million. On average, analysts expect that Urogen Pharma will post -3.12 earnings per share for the current year.

Insider Activity

In related news, General Counsel Jason Drew Smith sold 7,479 shares of the stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $19.69, for a total transaction of $147,261.51. Following the completion of the transaction, the general counsel owned 51,326 shares of the company’s stock, valued at approximately $1,010,608.94. This trade represents a 12.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Mark Schoenberg sold 7,373 shares of Urogen Pharma stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $19.69, for a total transaction of $145,174.37. Following the completion of the sale, the insider owned 144,985 shares of the company’s stock, valued at $2,854,754.65. This trade represents a 4.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 4.70% of the company’s stock.

Institutional Investors Weigh In On Urogen Pharma

Institutional investors have recently modified their holdings of the company. Walleye Capital LLC acquired a new position in shares of Urogen Pharma in the second quarter worth $4,742,000. Squarepoint Ops LLC boosted its holdings in Urogen Pharma by 187.8% in the second quarter. Squarepoint Ops LLC now owns 94,309 shares of the company’s stock valued at $1,292,000 after purchasing an additional 61,545 shares during the period. GSA Capital Partners LLP acquired a new position in Urogen Pharma during the 3rd quarter worth $977,000. Privium Fund Management B.V. grew its stake in Urogen Pharma by 82.7% during the 3rd quarter. Privium Fund Management B.V. now owns 196,622 shares of the company’s stock worth $3,923,000 after purchasing an additional 89,000 shares in the last quarter. Finally, NEOS Investment Management LLC purchased a new stake in Urogen Pharma during the 3rd quarter worth about $1,007,000. 91.29% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Urogen Pharma

Here are the key news stories impacting Urogen Pharma this week:

• Positive Sentiment: Q4 results: UroGen reported a narrower loss that beat estimates (reported EPS ≈ -$0.54 vs. -$0.66 expected), signaling improving profitability trends. Urogen Pharma (URGN) Reports Q4 Loss, Beats Revenue Estimates
• Positive Sentiment: Commercial progress: Management says the ZUSDURI launch is on-track, permanent J‑code reimbursement is effective Jan 1, 2026, and JELMYTO net sales grew to $94M in 2025 — points that support revenue upside and adoption. UroGen Announces ZUSDURI Launch is On-Track and Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Capital structure improvement: UroGen refinanced its term loan with Pharmakon Advisors at a lower fixed rate (8.25%) and extended amortization to 2030, and separately secured additional term financing — reducing near-term cash burn risk and cost of capital. UroGen Announces Refinanced Term Loan Agreement with Pharmakon Advisors
• Positive Sentiment: Sell-side support: A “buy” rating was reaffirmed with a $33 price target (implies meaningful upside from current levels), which could attract buyers over time. Benzinga coverage
• Neutral Sentiment: Management commentary and detail are available from the Q4 earnings call and multiple transcripts — useful for parsing guidance, adoption cadence for ZUSDURI, and commercial rollout timing. UroGen Pharma Ltd. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue slightly missed expectations: Q4 revenue of ~$37.8M versus consensus ~$39.9M — a modest miss that may temper near-term sentiment. UroGen (URGN) Q4 2025 Earnings Call Transcript (Yahoo)
• Negative Sentiment: Supply-chain/trade-risk disclosure: The company flagged reliance on a global supply chain for Jelmyto/Zusduri, warning trade tensions could hurt margins, pipeline and growth — a tangible risk to forecasts. Trade Tensions Put UroGen Pharma’s Margins, Pipeline and Growth at Risk

About Urogen Pharma

UroGen Pharma is a clinical-stage biopharmaceutical company focused on developing and commercializing novel treatments for uro-oncology and uro-genital diseases. Founded in 2010 and headquartered in Ra’anana, Israel, with offices in New York, UroGen applies its proprietary RTGel® reverse thermal gel delivery platform to create sustained-release formulations designed for in-office use by urologists.

The company’s lead product, Jelmyto® (mitomycin gel), received U.S. Food and Drug Administration approval in 2020 for the treatment of adults with low-grade upper tract urothelial cancer.