# UroGen Pharma Ltd. (URGN)

> Source: Nexqual · https://nexqual.com/URGN · data as of 2026-10-29 20:00 UTC · cite as "Nexqual, UroGen Pharma Ltd. (URGN), nexqual.com/URGN" · informational, not investment advice.

**Price:** USD 33.48 (-0.80% on the day) · last close of Oct 29, 2026; US market closed, not a live price. Prev close 33.75 · day 32.96–34.93 · 52w 16.5–50.81 · market cap $1.64B · NGM

## Key facts
- 1 of 80 tracked superinvestors hold URGN (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (8 analysts), mean target USD 60 (range 48–75).
- Total return with dividends: 1Y +70.0% vs S&P 500 +14.8%; 5Y +94.7% vs S&P 500 +79.1%.
- Next earnings: 2026-11-04, EPS estimate USD 0.09, revenue estimate $89.8M. All companies reporting that day: https://nexqual.com/earnings/2026-11-04
- Dividend: URGN paid no cash dividend in the last five years.
- Short interest: 11.70% of float (as of 2026-10-15), 5.9 days to cover.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/S 8.7x · EV/Sales 9.2x · FCF yield -9.65% · Earnings yield -5.92% · Net debt $92.0M · EV $1.74B

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold URGN. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Polen Capital | Polen Capital Management | 0.01% | $1.1M | New position |

## Analysts
Consensus Buy (mean 2.00 on a 1–5 scale), 8 analysts; mean target USD 60 (low 48, high 75).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | HC Wainwright & Co. | Reiterated | Buy | $75 |
| 2026-08-06 | Guggenheim | Target raised | Buy | $42 → $58 |
| 2026-08-06 | HC Wainwright & Co. | Target raised | Buy | $45 → $75 |
| 2026-08-05 | TD Cowen | Target raised | Buy | $50 → $60 |
| 2026-07-21 | Guggenheim | Target raised | Buy | $32 → $42 |
| 2026-07-16 | Oppenheimer | Target raised | Outperform → Outperformer | $40 → $50 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-30) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +70.0% | +94.7% |
| S&P 500 (SPY) | +14.8% | +79.1% |
| Per year | +70.6% | +14.2% |
| Volatility (annualized) | 62.0% | 87.5% |
| Max drawdown | -42.2% (Nov 2025→Mar 2026) | -81.5% (Jul 2023→May 2025) |

## Dividends
URGN paid no cash dividend in the last five years.

## Short interest
5,607,261 shares sold short, 11.70% of the float, as of Oct 15, 2026 (exchange short-interest report, published about twice a month). Prior report (Sep 15, 2026): 6,247,498 shares (-10.2%). Days to cover: 5.9 (short shares ÷ average daily volume).

## Peers (Biotechnology)
LGND (Ligand Pharmaceuticals Incorpor) USD 317.33 -0.45% · ORKA (Oruka Therapeutics, Inc.) USD 96.65 +0.71% · RYTM (Rhythm Pharmaceuticals, Inc.) USD 93.07 +1.20% · IONS (Ionis Pharmaceuticals, Inc.) USD 44.39 -1.14% · AXSM (Axsome Therapeutics, Inc.) USD 143.45 -0.04% · ABVX (Abivax SA) USD 89.06 -0.87%

## More
Full page: https://nexqual.com/URGN · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)


Other companies that name URGN in their own reports (relationship from URGN's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| partner | AGENUS INC (AGEN) | 10-K 2026-03-16 | "We have entered into collaborations with several companies, including Bristol-Myers Squibb Company ("BMS"), Betta Pharmaceuticals Co., Ltd. ("Betta"), UroGen Pharma Ltd. ("UroGen"), Gilead Sciences, I…" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.09 | $-0.05 | +$0.14 | $89.8M | 7 |
| Next quarter (ends 2026-12-31) | $0.39 | $0.10 | +305.2% | $107.3M | 7 |
| Current fiscal year (ends 2026-12-31) | $-0.24 | $-0.70 | +$0.46 | $320.5M | 7 |
| Next fiscal year (ends 2027-12-31) | $2.59 | $1.49 | +73.2% | $522.8M | 7 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-11-04): ±20.4%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 22 | 102.0% | ±20.4% |
| 2026-12-18 | 50 | 57.1% | ±17.1% |
| 2027-01-15 | 78 | 58.7% | ±21.8% |
| 2027-02-19 | 113 | 60.8% | ±26.9% |
| 2027-05-21 | 204 | 66.7% | ±39.1% |

## Earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | −$0.28 | −$0.26 | Miss −7.7% | — |
| — | Quarter ended Mar 31, 2026 | −$0.47 | −$0.48 | Beat +2.1% | — |
| — | Quarter ended Dec 31, 2025 | −$0.53 | −$0.51 | Miss −3.9% | — |
| — | Quarter ended Sep 30, 2025 | −$0.69 | −$0.68 | Miss −1.5% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).