ACADIA Pharmaceuticals (NASDAQ:ACAD) Announces Earnings Results

ACADIA Pharmaceuticals (NASDAQ:ACAD) posted its quarterly earnings data on Wednesday. The biopharmaceutical company reported $1.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.13 by $1.47, FiscalAI reports. ACADIA Pharmaceuticals had a net margin of 24.94% and a return on equity of 14.61%. The firm had revenue of $298.00 million during the quarter, compared to the consensus estimate of $292.54 million. During the same quarter in the previous year, the firm posted $0.86 EPS. The business’s revenue for the quarter was up 9.4% compared to the same quarter last year.

Here are the key takeaways from ACADIA Pharmaceuticals’ conference call:

• Acadia reported a milestone year with adjusted 2025 revenues of $1.08 billion (Q4 adjusted revenues of $298M), provided 2026 total revenue guidance of $1.22–$1.28B, and ended 2025 with $820M in cash.
• NUPLAZID momentum continued with Q4 adjusted net sales of $189M (volume +13% Q/Q) and the company guided 2026 net sales to $760–$790M, reaffirming a path toward ~$1B annual sales by 2028.
• DAYBUE STIX (FDA‑approved powder formulation) has shown early caregiver/HCP interest; DAYBUE delivered Q4 net sales of $110M and management expects 2026 global net sales of $460–$490M, with an estimated incremental opportunity of ~400+ patients over 2–3 years.
• The CHMP issued a negative trend vote on trofinetide (DAYBUE) in the EU; Acadia plans to request a reexamination (~120 days), creating near‑term regulatory uncertainty and the company excluded potential EU commercial sales from 2026 guidance.
• Key R&D catalyst — top‑line Phase 2 results for remlifanserin in Alzheimer’s disease psychosis are expected in August–October 2026, and the company cites ~$4 billion peak sales potential for remlifanserin across targeted indications.

ACADIA Pharmaceuticals Trading Up 1.9%

ACADIA Pharmaceuticals stock traded up $0.46 during mid-day trading on Wednesday, reaching $25.05. The company had a trading volume of 1,759,961 shares, compared to its average volume of 1,425,626. The business has a fifty day simple moving average of $25.66 and a 200 day simple moving average of $24.44. The company has a market cap of $4.24 billion, a P/E ratio of 16.16, a P/E/G ratio of 8.68 and a beta of 0.66. ACADIA Pharmaceuticals has a fifty-two week low of $13.40 and a fifty-two week high of $28.35.

Trending Headlines about ACADIA Pharmaceuticals

Here are the key news stories impacting ACADIA Pharmaceuticals this week:

• Positive Sentiment: Quarterly earnings sharply beat estimates — ACAD reported $1.60 EPS vs. $0.13 consensus and revenue of $298M vs. $292.5M, showing healthy margins and ROE that support near‑term cash generation. Earnings and Call
• Positive Sentiment: FY‑2026 revenue guidance was updated to roughly $1.2B–$1.3B, in line with consensus (~$1.2B), which supports continued topline growth expectations and reduces near‑term model uncertainty. (Note: the company did not publish a clear EPS range in the release.) Press Release
• Positive Sentiment: Wolfe Research initiated coverage with an “outperform” and a $33 price target (~32% upside), which can attract attention from growth/value managers and help support the rally. Wolfe Research Initiation
• Neutral Sentiment: Management hosted a conference call and published a slide deck with additional color on product mix and pipeline priorities — useful for investors who want to dig into assumptions behind guidance. Slide Deck
• Neutral Sentiment: Reported short‑interest data shows zero shares and NaN changes, indicating a data/reporting error — this figure is unreliable and should not be taken as evidence of buildup or covering. (No actionable short‑interest signal.)
• Neutral Sentiment: ACADIA will participate in upcoming investor conferences, which may sustain investor interest but are unlikely to move the stock materially unless new data or announcements are revealed. Investor Conferences

Wall Street Analyst Weigh In

ACAD has been the subject of a number of recent analyst reports. Mizuho upgraded ACADIA Pharmaceuticals from a “neutral” rating to an “outperform” rating and upped their target price for the company from $29.00 to $35.00 in a research report on Monday. HC Wainwright reaffirmed a “buy” rating and issued a $37.00 price target on shares of ACADIA Pharmaceuticals in a research note on Tuesday, February 3rd. Stifel Nicolaus set a $37.00 price objective on shares of ACADIA Pharmaceuticals in a research report on Tuesday, December 16th. Piper Sandler set a $37.00 target price on shares of ACADIA Pharmaceuticals in a report on Tuesday, December 16th. Finally, Wall Street Zen cut shares of ACADIA Pharmaceuticals from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $31.35.

Insider Activity at ACADIA Pharmaceuticals

In other news, EVP Jennifer J. Rhodes sold 6,950 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $23.38, for a total value of $162,491.00. Following the completion of the transaction, the executive vice president directly owned 7,609 shares in the company, valued at approximately $177,898.42. This represents a 47.74% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 28.30% of the company’s stock.

Hedge Funds Weigh In On ACADIA Pharmaceuticals

Several large investors have recently bought and sold shares of the company. Meeder Asset Management Inc. bought a new position in ACADIA Pharmaceuticals in the fourth quarter valued at about $26,000. Transamerica Financial Advisors LLC increased its stake in shares of ACADIA Pharmaceuticals by 304.5% in the fourth quarter. Transamerica Financial Advisors LLC now owns 1,335 shares of the biopharmaceutical company’s stock valued at $36,000 after buying an additional 1,005 shares during the period. Federated Hermes Inc. raised its holdings in ACADIA Pharmaceuticals by 277.5% in the 4th quarter. Federated Hermes Inc. now owns 1,612 shares of the biopharmaceutical company’s stock valued at $43,000 after buying an additional 1,185 shares during the last quarter. Smartleaf Asset Management LLC boosted its position in ACADIA Pharmaceuticals by 51.6% during the 4th quarter. Smartleaf Asset Management LLC now owns 2,596 shares of the biopharmaceutical company’s stock worth $69,000 after buying an additional 884 shares during the period. Finally, iSAM Funds UK Ltd acquired a new stake in ACADIA Pharmaceuticals during the 3rd quarter worth approximately $93,000. 96.71% of the stock is currently owned by institutional investors.

ACADIA Pharmaceuticals Company Profile

ACADIA Pharmaceuticals Inc is a biopharmaceutical company focused on the development and commercialization of innovative therapies for central nervous system (CNS) disorders. Established in 1993 and headquartered in San Diego, California, ACADIA’s research centers concentrate on conditions with significant unmet medical needs, including Parkinson’s disease psychosis, Alzheimer’s disease psychosis, and schizophrenia. The company utilizes a range of scientific platforms, including selective receptor modulation and precision-targeted compounds, to advance its portfolio of small-molecule therapeutics.

The company’s flagship product, NUPLAZID® (pimavanserin), received U.S.