Ironwood Pharmaceuticals (NASDAQ:IRWD) Trading Up 9.5% on Analyst Upgrade

Ironwood Pharmaceuticals, Inc. (NASDAQ:IRWD) shares traded up 9.5% on Thursday after Citizens Jmp raised their price target on the stock from $8.00 to $10.00. Citizens Jmp currently has a market outperform rating on the stock. Ironwood Pharmaceuticals traded as high as $3.74 and last traded at $3.68. 546,465 shares were traded during trading, a decline of 90% from the average session volume of 5,501,308 shares. The stock had previously closed at $3.36.

Other equities analysts have also recently issued reports about the stock. Craig Hallum upgraded shares of Ironwood Pharmaceuticals from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 5th. Citigroup upgraded shares of Ironwood Pharmaceuticals from a “market perform” rating to an “outperform” rating in a research report on Monday, January 5th. Zacks Research raised Ironwood Pharmaceuticals from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 1st. Wells Fargo & Company lifted their price target on Ironwood Pharmaceuticals from $3.00 to $5.00 and gave the company an “equal weight” rating in a research note on Monday, January 5th. Finally, Weiss Ratings restated a “sell (d)” rating on shares of Ironwood Pharmaceuticals in a research report on Monday, December 29th. Two investment analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Ironwood Pharmaceuticals currently has a consensus rating of “Moderate Buy” and a consensus target price of $4.18.

Key Ironwood Pharmaceuticals News

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

• Positive Sentiment: Company issued strong FY2026 revenue guidance of $450.0M–$475.0M versus street consensus ~$366.8M — a material upside to sales expectations that supports a positive outlook. Business Wire Release
• Positive Sentiment: Management said LINZESS delivered 11% EUTRx demand growth in 2025 and that the company achieved 2025 financial guidance and “reiterates strong 2026 outlook,” supporting revenue durability from the core product. Business Wire Release
• Neutral Sentiment: Full Q4 earnings materials, slide deck and conference-call transcript were posted (useful for deeper diligence but not new news). Conference Call Slide Deck
• Neutral Sentiment: Detailed earnings call transcripts are available from multiple services for those who want management color on guidance drivers and product dynamics. Earnings Call Transcript
• Negative Sentiment: Q4 results missed expectations materially: EPS of ($0.01) vs consensus $0.02 and revenue $47.71M vs consensus ~$86.10M — the revenue shortfall is a key near-term negative that could signal weaker-than-expected sales recognition or timing issues. Zacks Article
• Negative Sentiment: Company metrics include a negative return on equity (~-15.2%) and modest net margin (~8.7%), highlighting profitability and capital-efficiency concerns that may cap valuation until stronger, sustained revenue growth is visible. MarketBeat Earnings Summary

Hedge Funds Weigh In On Ironwood Pharmaceuticals

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Armistice Capital LLC lifted its holdings in shares of Ironwood Pharmaceuticals by 17.9% during the second quarter. Armistice Capital LLC now owns 16,150,000 shares of the biotechnology company’s stock worth $11,583,000 after purchasing an additional 2,450,000 shares during the period. Bank of America Corp DE lifted its holdings in Ironwood Pharmaceuticals by 248.3% during the 3rd quarter. Bank of America Corp DE now owns 11,695,544 shares of the biotechnology company’s stock worth $15,321,000 after buying an additional 8,337,672 shares during the period. Acadian Asset Management LLC lifted its holdings in Ironwood Pharmaceuticals by 147.6% during the 2nd quarter. Acadian Asset Management LLC now owns 6,549,687 shares of the biotechnology company’s stock worth $4,685,000 after buying an additional 3,904,498 shares during the period. Millennium Management LLC increased its stake in shares of Ironwood Pharmaceuticals by 186.6% in the first quarter. Millennium Management LLC now owns 6,359,682 shares of the biotechnology company’s stock valued at $9,349,000 after buying an additional 4,140,439 shares during the period. Finally, AQR Capital Management LLC raised its position in shares of Ironwood Pharmaceuticals by 144.3% during the second quarter. AQR Capital Management LLC now owns 6,165,637 shares of the biotechnology company’s stock worth $4,422,000 after acquiring an additional 3,641,762 shares during the last quarter.

Ironwood Pharmaceuticals Price Performance

The stock has a 50-day moving average price of $4.27 and a 200-day moving average price of $2.80. The company has a market capitalization of $589.23 million, a P/E ratio of 22.64 and a beta of 0.17.

Ironwood Pharmaceuticals (NASDAQ:IRWD) last released its quarterly earnings results on Wednesday, February 25th. The biotechnology company reported ($0.01) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.02 by ($0.03). The firm had revenue of $47.71 million for the quarter, compared to the consensus estimate of $86.10 million. Ironwood Pharmaceuticals had a negative return on equity of 15.17% and a net margin of 8.70%. Sell-side analysts anticipate that Ironwood Pharmaceuticals, Inc. will post 0.1 EPS for the current fiscal year.

About Ironwood Pharmaceuticals

Ironwood Pharmaceuticals, Inc is a commercial‐stage biotechnology company focused on the discovery, development and commercialization of medicines for gastrointestinal (GI) disorders. The company’s flagship product is linaclotide, marketed under the brand name LINZESS in the United States for the treatment of irritable bowel syndrome with constipation (IBS-C) and chronic idiopathic constipation (CIC). Through a strategic collaboration with Allergan (now part of AbbVie), Ironwood also commercializes linaclotide in select ex-U.S.