Agios Pharmaceuticals, Inc. (NASDAQ:AGIO) Given Average Rating of “Hold” by Brokerages

Agios Pharmaceuticals, Inc. (NASDAQ:AGIO) has been given an average rating of “Hold” by the eleven brokerages that are presently covering the company, MarketBeat reports. One analyst has rated the stock with a sell recommendation, four have assigned a hold recommendation and six have assigned a buy recommendation to the company. The average 1 year price target among brokerages that have covered the stock in the last year is $39.7778.

A number of analysts have recently weighed in on AGIO shares. Bank of America raised their price target on shares of Agios Pharmaceuticals from $32.00 to $34.00 and gave the company a “buy” rating in a report on Wednesday, December 24th. Citigroup restated a “buy” rating on shares of Agios Pharmaceuticals in a research note on Friday, December 26th. Royal Bank Of Canada downgraded Agios Pharmaceuticals from an “outperform” rating to a “sector perform” rating and reduced their price target for the stock from $57.00 to $28.00 in a research report on Wednesday, November 19th. HC Wainwright raised their price objective on Agios Pharmaceuticals from $62.00 to $65.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, The Goldman Sachs Group dropped their target price on Agios Pharmaceuticals from $40.00 to $25.00 and set a “neutral” rating on the stock in a research note on Thursday, November 20th.

Agios Pharmaceuticals News Summary

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

Insider Activity

In related news, CEO Brian Goff sold 18,703 shares of the stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $27.09, for a total value of $506,664.27. Following the completion of the transaction, the chief executive officer directly owned 136,583 shares of the company’s stock, valued at $3,700,033.47. This trade represents a 12.04% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Cecilia Jones sold 2,932 shares of the company’s stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $27.09, for a total transaction of $79,427.88. Following the transaction, the chief financial officer owned 37,394 shares in the company, valued at $1,013,003.46. The trade was a 7.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 33,303 shares of company stock valued at $901,977. 4.30% of the stock is owned by company insiders.

Institutional Trading of Agios Pharmaceuticals

A number of institutional investors and hedge funds have recently added to or reduced their stakes in AGIO. Wellington Management Group LLP increased its holdings in shares of Agios Pharmaceuticals by 485.5% in the third quarter. Wellington Management Group LLP now owns 2,471,416 shares of the biopharmaceutical company’s stock valued at $99,203,000 after purchasing an additional 2,049,287 shares during the period. State Street Corp increased its holdings in Agios Pharmaceuticals by 37.4% in the 4th quarter. State Street Corp now owns 3,108,145 shares of the biopharmaceutical company’s stock worth $84,604,000 after buying an additional 845,433 shares during the period. TCG Crossover Management LLC raised its position in Agios Pharmaceuticals by 105.2% during the 3rd quarter. TCG Crossover Management LLC now owns 1,430,041 shares of the biopharmaceutical company’s stock worth $57,402,000 after buying an additional 733,038 shares during the last quarter. Capital International Investors acquired a new stake in Agios Pharmaceuticals during the 4th quarter valued at approximately $19,159,000. Finally, Balyasny Asset Management L.P. purchased a new stake in shares of Agios Pharmaceuticals in the 3rd quarter valued at $19,889,000.

Agios Pharmaceuticals Trading Down 0.4%

Shares of NASDAQ AGIO opened at $27.96 on Monday. Agios Pharmaceuticals has a 12-month low of $22.24 and a 12-month high of $46.00. The stock’s fifty day simple moving average is $27.39 and its two-hundred day simple moving average is $34.07. The stock has a market capitalization of $1.63 billion, a PE ratio of -3.93 and a beta of 0.91.

About Agios Pharmaceuticals

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.