Agios Pharmaceuticals, Inc. (AGIO) Stock Price & Analysis

Agios Pharmaceuticals, Inc. (AGIO) closed at USD 37.19 on Thursday, October 22, 2026, up 0.03% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 37.18; the Oct 22, 2026 session ranged USD 36.35–37.74 on volume of 931,100 shares. Market capitalization is $2.22B, with a 52-week range of USD 22.24–46 (NMS). Source: Nexqual, retrieved October 23, 2026 at 10:31 UTC.

Also available as compact Markdown for AI agents: nexqual.com/AGIO.md

Key facts (AGIO)

• Last four reported quarters (through Jun 30, 2026): revenue $98.3M, net income -$411M (-418.2% margin), free cash flow -$365M (SEC filings).
• Insider open-market sales, last ~7 months: 8 Form 4 filings, $2.3M; 0 not under a Rule 10b5-1 plan ($0K); 5 by opportunistic insiders (0 outside 10b5-1 plans), 2 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Analysts: Buy (mean 2.30 on a 1–5 scale) (10 analysts), mean target USD 45.88 (range 32–72).
• Total return with dividends: 1Y -11.6% vs S&P 500 +14.9%; 5Y -23.4% vs S&P 500 +80.3%.
• Next earnings: 2026-11-05, EPS estimate USD -1.23, revenue estimate $51.5M.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (AGIO)

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (AGIO)

P/S 22.6x · P/B 2.2x · FCF yield -16.45% · Earnings yield -18.52%

P/E at fiscal year-ends: Dec 2024 2.8x.

Insider sales (SEC Form 4, open-market, last ~7 months) (AGIO)

8 of 8 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (AGIO)

Consensus Buy (mean 2.30 on a 1–5 scale), 10 analysts; mean target USD 45.88 (low 32, high 72).

Rating changes, last 120 days:

Total return (dividends reinvested) (AGIO)

AGIO suppliers, customers and competitors (named in its 10-K)

Quoted from the company's 10-K filed Feb 12, 2026.

AGIO customer concentration

In the period ended Dec 31, 2025, a single direct customer accounted for 89% of revenue, per the company's 10-K filed Feb 12, 2026. The company does not name it.

AGIO company outlook (results filed Jul 30, 2026)

• “The addition of cevidoplenib diversifies Agios' rare hematology portfolio and represents an opportunity to unlock up to $1.0 billion in peak U.S. sales potential in this indication. o Agios expects to advance cevidoplenib into Phase 3 development for ITP in the first half of 2028, following completion of additional chemistry, manufacturing, and controls (CMC) development work.”
• “Data from this trial are expected in the second half of 2026. • Tebapivat (PK activator) o Lower-Risk Myelodysplastic Syndromes (LR-MDS) – ▪ Agios announced that it will not advance tebapivat in LR-MDS following results from the company's Phase 2b trial.”
• “Agios' plans, strategies and expectations for its preclinical, clinical and commercial advancement of its drug development, including mitapivat, tebapivat, AG-236, AG-181 and cevidoplenib;”

Quoted word-for-word from the SEC 8-K results press release.

AGIO analyst estimates and revisions

AGIO options: expected move

Options price a move of about ±21.6% (±$8.02) by Nov 20, 2026, which includes earnings on Nov 5, 2026. Over the last 8 reports the stock moved ±5.5% on average.

30-day implied volatility 94.7% vs 47.2% realized over the last 30 trading days. Put/call ratio (volume) 1.9. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 10:31 UTC)

Technical Analysis (AGIO)

Nexqual's technical model rates AGIO "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 10:31 UTC.

Analyst Ratings (AGIO)

Wall Street analysts rate AGIO "Buy" based on 10 analysts, with a mean price target of USD 45.88 (range USD 32–72), per Nexqual as of October 23, 2026 at 10:31 UTC.

Earnings (AGIO)

Recent Earnings History

Source: Nexqual, October 23, 2026 at 10:31 UTC.

Financials & Fundamentals (AGIO)

Source: Nexqual, October 23, 2026 at 10:31 UTC.

Financial Health Score (AGIO)

Nexqual rates Agios Pharmaceuticals, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 10:31 UTC.

Ownership (AGIO)

Source: Nexqual, October 23, 2026 at 10:31 UTC.

Leadership (AGIO)

Agios Pharmaceuticals, Inc. is led by Brian M. Goff, CEO & Director, per Nexqual as of October 23, 2026 at 10:31 UTC.

Major Backers & Investors (AGIO)

Notable institutional backers of Agios Pharmaceuticals, Inc. include Farallon Capital Management LLC, Lynx1 Capital Management Lp, Shaw D.E. & Co., Inc., according to Nexqual as of October 23, 2026 at 10:31 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 23, 2026 at 10:31 UTC.

From Agios Pharmaceuticals, Inc.'s Latest SEC 10-K Filing (filed 2026-02-12)

Key Strengths & Strategy (as disclosed to the SEC)

• We will have a pre-supplemental New Drug Application, or sNDA, meeting with the FDA in the first quarter of 2026 and intend to submit a U.S. marketing application for mitapivat in sickle cell disease, or SCD, following that engagement.
• Our commercial success depends in part on our ability to obtain and maintain proprietary or intellectual property protection for our product candidates and our core technologies, including novel biomarker and diagnostic discoveries, and other know-how, to operate without infringing on the proprietary rights of others and to prevent others from infringing on our proprietary or intellectual property rights.
• We also rely on confidential information, know-how, in-licensing opportunities and continuing technological innovation to develop and maintain our proprietary and intellectual property position.
• As with other biotechnology and pharmaceutical companies, our ability to maintain and solidify our proprietary and intellectual property position for our product, product candidates and technologies will depend on our success in obtaining effective patent claims and enforcing those claims if granted.

Partnerships

• Revenues associated with the NewBridge Agreement, the Avanzanite Agreement and the for charge portion of our global managed access program are included in the rest of world product revenue line within Results of Operations.
• In accordance with the license agreement, we made an up-front payment to Alnylam and recognized in-process research and development of $17.5 million in the year ended December 31, 2023.

Legal & Regulatory Risks (Item 1A, quoted)

• Our failure to successfully complete clinical trials of our product candidates and obtain regulatory approval to market any of our product candidates could significantly harm our business.
• We conduct and plan to conduct one or more clinical trials with one or more trial sites that are located outside the United States. The acceptance by the FDA or other regulatory authorities of study data from clinical trials conducted outside their jurisdiction may be subject to certain conditions or may not be accepted at all.
• We provide certain development estimates related to the development and regulatory approval of our product candidates, including mitapivat. If we do not achieve our projected development or regulatory approval estimates in the timeframes we announce and expect, the commercialization of our products may be delayed and, as a result, our stock price may decline.
• The FDA may not approve an ANDA or 505(b)(2) NDA until any applicable period of regulatory exclusivity for the reference-listed drug has expired, subject to certain exceptions.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:31 UTC. This page is informational and not investment advice.

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