UroGen Pharma Ltd. (URGN) AI Stock Analysis

UroGen Pharma Ltd. is a biotechnology firm that develops treatments for specialty cancers and urothelial diseases. The company's technology platform centers on RTGel, a biocompatible polymeric hydrogel with reverse thermal gelation properties designed to enhance drug residence time and efficacy. Its approved commercial product, Jelmyto, uses RTGel in a pyelocalyceal solution. Its pipeline includes UGN-102 in Phase III trials for low-grade non-muscle invasive bladder cancer and low-grade upper tract urothelial carcinoma, alongside UGN-301 for high-grade non-muscle invasive bladder cancer. The company maintains collaborations with Allergan Pharmaceuticals International Limited, Agenus Inc., and MD Anderson Cancer Center.

Between FY2021 and FY2025, UroGen's revenue increased from $48.0M to $109.8M, representing a 5-year revenue CAGR of 56.2%. FY2025 revenue grew 21.4% year-over-year with a gross margin of 88.7%, though operating margin remained negative at -113.7% and net income was -$153.5M, weighed down by $67.1M in research and development expenses. Growth accelerated in the latest quarter ended June 30, 2026, delivering quarterly revenue growth of 199.2% year-over-year. Over the trailing twelve months, revenue reached $188.7M, operating margin was 0.1%, and diluted earnings per share stood at -$1.97 with a net profit margin of -51.7%.

As of June 30, 2026, UroGen reported $108.0M in cash and short-term investments alongside total debt of $196.1M, yielding net debt of $88.2M. Total assets stood at $252.6M, while shareholders' equity was -$132.4M. The company maintains a current ratio of 3.80. In FY2025, operating cash flow was -$162.4M and free cash flow was -$162.7M, with capital expenditures of $289,000. Financing activities have expanded the share count, which increased 124.6% over the past five years.

Trading at $34.56 on October 16, 2026, UroGen has a market capitalization of $1.69B and an enterprise value of $2.12B. The stock carries a forward price-to-earnings multiple of 36.5x, well above the 17.3x median of its US-listed Healthcare peers. Its price-to-sales multiple is 9.0x and enterprise value-to-revenue is 11.2x, compared to the peer median price-to-sales of 4.1x. Over the past year, URGN returned 104.1%, outpacing the S&P 500 return of 16.8%, while its 5-year return of 103.1% also topped the index return of 83.0%.

Wall Street analysts hold 6 Strong Buy, 1 Buy, and 1 Hold ratings on URGN, with no Sell or Strong Sell ratings. The mean price target is $60.00, representing 73.6% upside from the last close of $34.56. For FY2026 ending December 31, 2026, consensus estimates project revenue of $322.2M and EPS of -$0.24. For the subsequent fiscal year, 7 analysts project revenue of $531.6M and EPS of $2.59. Over the last four quarters, the company beat EPS estimates twice. The next earnings date is November 5, 2026.

This page is an AI-written research summary of UroGen Pharma Ltd. (URGN). 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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