Agios Pharmaceuticals, Inc. (AGIO) AI Stock Analysis

Agios Pharmaceuticals, Inc., headquartered in Cambridge, Massachusetts, is a biopharmaceutical company dedicated to advancing medicines focused on cellular metabolism. The company specializes in therapies targeting critical metabolic pathways to address unmet medical needs. Agios is developing PYRUKYND (mitapivat), an activator of wild-type and mutant pyruvate kinase enzymes for managing hemolytic anemias. Additionally, the company is advancing AG-946, a pyruvate kinase activator tailored to treat lower-risk myelodysplastic syndrome and hemolytic anemias. Founded in 2007, the company operates with 539 employees and continues to develop treatments aimed at transforming patient outcomes.

Agios saw revenue rise from $41,409 in FY2021 to $14.2M in FY2022, $26.8M in FY2023, $36.5M in FY2024, and $54.0M in FY2025, representing 48.0% growth in FY2025. Over the 5-year period from FY2020 to FY2025, revenue CAGR was -23.3%. Gross margin stood at 78.7% in FY2025, down from 88.6% in FY2024. Operating margin was -873.9% in FY2025, alongside a net loss of -$412.8M and EPS of -$7.11, weighed down by $334.4M in R&D expenses. For the trailing twelve months ended June 30, 2026, revenue reached $98.3M, supported by latest quarterly revenue growth of 259.3% year-over-year, while operating margin was -247.1%.

As of June 30, 2026, Agios held $617.6M in cash and short-term investments against $31.2M in total debt, yielding net cash of $586.4M. Its current ratio was 10.22, and the debt-to-equity ratio was 0.03 across $1.03B in shareholders' equity and $1.11B in total assets. During FY2025, the company used -$373.0M in operating cash flow, recorded free cash flow of -$377.3M, and funded $4.3M in capital expenditures. Share count expanded 9.5% over 5 years.

Agios trades at a market capitalization of $1.87B and an enterprise value of $1.45B. The stock carries a forward P/E of 2.5x, well below the 17.3x forward P/E median of its US-listed Healthcare peers. Its price-to-sales ratio is 19.0x, trading at a premium to the peer median of 4.1x, while EV to revenue stands at 14.8x. Over the past year, the stock fell 24.6%, lagging the S&P 500 return of 16.8%. Over 5 years, AGIO declined 32.3% compared to an 83.0% gain for the benchmark.

Wall Street coverage consists of 7 Strong Buy and 3 Hold ratings, with no Sell or Strong Sell ratings. The mean price target is $46.00, implying a 46.9% upside from the last close of $31.32. For the fiscal year ending December 31, 2026, analysts estimate an EPS of -$5.72 on revenue of $178.0M. For the next fiscal year, 10 analysts project revenue to reach $347.1M and EPS of -$3.74. Agios beat EPS estimates in each of the last 4 quarters, with next earnings scheduled for November 5, 2026.

This page is an AI-written research summary of Agios Pharmaceuticals, Inc. (AGIO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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