Acadia Pharmaceuticals 2025 Q3 Earnings Record Net Income Surges 119.1%

Acadia Pharmaceuticals (ACAD) reported fiscal 2025 Q3 earnings on Nov 5, 2025, with results exceeding expectations. Revenue rose 11.3% year-over-year to $278.63 million, while EPS surged 115% to $0.43, driven by robust sales growth and tax benefits. The company raised 2025 revenue guidance to $1.07–$1.095 billion, reflecting stronger-than-anticipated performance.

Revenue

Acadia’s total revenue reached $278.63 million in Q3 2025, a 11.3% increase from $250.40 million in Q3 2024. Product sales, net, contributed the entire revenue figure, underscoring the company’s focus on commercializing its core products. The growth was fueled by record sales of NUPLAZID ($177.5 million) and DAYBUE ($101.1 million), supported by expanded field operations and international patient programs.

Earnings/Net Income

Net income surged 119.1% to $71.78 million in Q3 2025, compared to $32.77 million in Q3 2024, marking a new 20-year high. Earnings per share (EPS) rose to $0.43, up from $0.20, driven by volume growth, higher average selling prices, and a one-time tax benefit from the One Big Beautiful Bill Act. This represents a significant outperformance in profitability.

Price Action

The stock edged up 2.62% in the latest trading day but declined 0.89% for the week. Month-to-date gains of 3.43% reflect investor optimism amid strong earnings.

Post-Earnings Price Action Review

Following the earnings release, Acadia’s stock experienced mixed short-term price action. While a 2.62% intraday gain highlighted immediate investor confidence, the 0.89% weekly decline suggested some profit-taking or caution ahead of broader market dynamics. Month-to-date performance, however, reinforced long-term bullish sentiment. The stock’s trajectory aligns with updated guidance, which anticipates continued revenue growth and pipeline advancements, though post-earnings volatility is expected to persist as analysts and investors digest the results.

CEO Commentary

Catherine Owen Adams, CEO, emphasized Acadia’s strong Q3 performance, driven by record NUPLAZID and DAYBUE sales. She highlighted strategic investments in global expansion and pipeline initiatives, including Phase 2/3 trials for ACP-204 and trofinetide, positioning the company to surpass $1 billion in 2025 sales.

Guidance

Acadia raised 2025 revenue guidance to $1.07–$1.095 billion, with NUPLAZID net sales projected at $685–$695 million and DAYBUE at $385–$400 million. R&D expenses are expected to range between $335–$345 million, and SG&A between $540–$555 million.

Additional News

Recent developments include institutional investor activity, with American Century Companies boosting its stake by 1,055.8% and Nuveen LLC acquiring a new position worth $21.63 million. Additionally, Konstantina Katcheves was appointed as Chief Business and Strategy Officer, signaling a strategic pivot toward global partnerships. Burney Co. reduced its holdings by 71.4% in Q2, while Vanguard Group increased its stake by 9.0%.