Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) Receives $72.29 Consensus PT from Brokerages

Shares of Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) have been given an average rating of “Moderate Buy” by the eighteen ratings firms that are currently covering the company, MarketBeat.com reports. One equities research analyst has rated the stock with a sell recommendation, one has issued a hold recommendation and sixteen have assigned a buy recommendation to the company. The average 12 month target price among analysts that have issued a report on the stock in the last year is $72.2941.

RARE has been the topic of a number of research reports. TD Cowen decreased their price objective on Ultragenyx Pharmaceutical from $86.00 to $75.00 and set a “buy” rating on the stock in a report on Wednesday, November 5th. Robert W. Baird decreased their price target on shares of Ultragenyx Pharmaceutical from $72.00 to $47.00 and set an “outperform” rating on the stock in a research note on Tuesday, December 30th. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Ultragenyx Pharmaceutical in a research note on Wednesday, January 21st. Leerink Partners reduced their target price on shares of Ultragenyx Pharmaceutical from $80.00 to $70.00 and set an “outperform” rating on the stock in a report on Tuesday, December 30th. Finally, Bank of America lowered their price target on shares of Ultragenyx Pharmaceutical from $72.00 to $58.00 and set a “buy” rating for the company in a research note on Friday, January 2nd.

Insider Buying and Selling at Ultragenyx Pharmaceutical

In related news, CFO Howard Horn sold 3,061 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $23.56, for a total transaction of $72,117.16. Following the transaction, the chief financial officer directly owned 88,935 shares in the company, valued at $2,095,308.60. This trade represents a 3.33% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Over the last three months, insiders sold 6,227 shares of company stock valued at $187,126. Insiders own 5.50% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. Covestor Ltd boosted its position in Ultragenyx Pharmaceutical by 26.0% during the 3rd quarter. Covestor Ltd now owns 1,787 shares of the biopharmaceutical company’s stock valued at $54,000 after buying an additional 369 shares during the period. Huntington National Bank raised its stake in shares of Ultragenyx Pharmaceutical by 56.2% during the third quarter. Huntington National Bank now owns 1,092 shares of the biopharmaceutical company’s stock valued at $33,000 after acquiring an additional 393 shares during the last quarter. Teacher Retirement System of Texas boosted its holdings in shares of Ultragenyx Pharmaceutical by 1.8% during the second quarter. Teacher Retirement System of Texas now owns 22,773 shares of the biopharmaceutical company’s stock worth $828,000 after purchasing an additional 404 shares during the period. Xponance Inc. grew its stake in shares of Ultragenyx Pharmaceutical by 3.1% in the third quarter. Xponance Inc. now owns 13,494 shares of the biopharmaceutical company’s stock worth $406,000 after purchasing an additional 406 shares during the last quarter. Finally, China Universal Asset Management Co. Ltd. grew its stake in shares of Ultragenyx Pharmaceutical by 2.3% in the second quarter. China Universal Asset Management Co. Ltd. now owns 18,988 shares of the biopharmaceutical company’s stock worth $690,000 after purchasing an additional 434 shares during the last quarter. 97.67% of the stock is owned by hedge funds and other institutional investors.

More Ultragenyx Pharmaceutical News

Here are the key news stories impacting Ultragenyx Pharmaceutical this week:

• Positive Sentiment: Q4 revenue beat and strong year-over-year growth — Ultragenyx reported $207M in Q4 revenue (up ~25% Y/Y) and 2025 total revenue of $673M, driven by Crysvita and Dojolvi sales, showing commercial momentum that supports the franchise. Ultragenyx Q4 Loss Wider Than Expected, Revenues Increase Y/Y
• Positive Sentiment: Pipeline upside remains a near-term catalyst — management highlighted upcoming potential product launches and an important gene‑therapy data readout that could materially accelerate commercial revenue if successful. Why Is Ultragenyx Stock Sinking Friday?
• Neutral Sentiment: Some analysts still rate RARE favorably — the stock carries an average analyst rating around “Moderate Buy,” which could temper further downside if pipeline readouts stay on track. Ultragenyx Receives Average Rating of “Moderate Buy”
• Negative Sentiment: EPS miss and weaker guidance — Q4 EPS missed estimates (loss of $1.29 vs. -$1.20 expected) and FY2026 revenue guidance ($730M–$760M) came in below Street forecasts, reducing near-term visibility on profitability. Ultragenyx (RARE) Reports Q4 Loss, Beats Revenue Estimates
• Negative Sentiment: Cost cuts and layoffs announced — management disclosed a strategic restructuring and ~10% workforce reduction as it pushes to reach profitability by 2027, signaling tougher near-term execution and one-time charges. Ultragenyx lays off 10% of workforce as FDA continues to stall gene therapy approval plans
• Negative Sentiment: Multiple securities-class-action notices filed — several law firms have announced class actions and investor alerts covering purchases from Aug 3, 2023 to Dec 26, 2025, creating legal overhang and potential liability/management distraction. RARE Investors Have Opportunity to Lead Ultragenyx Securities Fraud Lawsuit
• Negative Sentiment: Street price-target cuts and sell-side concern — reporters note multiple analyst target reductions and growing clinical/pipeline uncertainty, which pressurizes the stock until clearer clinical or commercial milestones are achieved. RARE stock slumps on multiple Wall Street price target slashes, clinical pipeline uncertainty

Ultragenyx Pharmaceutical Stock Performance

NASDAQ RARE opened at $20.52 on Friday. Ultragenyx Pharmaceutical has a 52-week low of $18.41 and a 52-week high of $46.27. The company has a fifty day moving average of $26.91 and a 200-day moving average of $29.77. The company has a market capitalization of $1.98 billion, a P/E ratio of -3.51 and a beta of 0.16.

Ultragenyx Pharmaceutical (NASDAQ:RARE) last released its quarterly earnings results on Thursday, February 12th. The biopharmaceutical company reported ($1.29) earnings per share for the quarter, missing analysts’ consensus estimates of ($1.20) by ($0.09). Ultragenyx Pharmaceutical had a negative net margin of 85.54% and a negative return on equity of 566.58%. The firm had revenue of $207.00 million for the quarter, compared to analysts’ expectations of $199.60 million. During the same quarter in the previous year, the business earned ($1.39) EPS. The company’s revenue for the quarter was up 25.5% on a year-over-year basis. As a group, analysts forecast that Ultragenyx Pharmaceutical will post -5.18 EPS for the current fiscal year.

Ultragenyx Pharmaceutical Company Profile

Ultragenyx Pharmaceutical Inc is a biopharmaceutical company focused on developing and commercializing therapies for rare and ultra-rare genetic disorders. Since its founding in 2010 and headquarters in Novato, California, the company has built expertise in protein replacement therapies, small molecules and gene therapy approaches to address high-unmet medical needs. Ultragenyx applies a precision medicine model, leveraging both in-house research and strategic collaborations to advance its product pipeline from discovery through regulatory approval.

The company’s commercial portfolio includes Crysvita (burosumab-tmyl) for X-linked hypophosphatemia, Mepsevii (vestronidase alfa-vjbk) for mucopolysaccharidosis VII and Dojolvi (triheptanoin) for long-chain fatty acid oxidation disorders.