Ultragenyx's Q2 25 earnings report exceeded expectations, with strong demand for commercial franchises. Canaccord analyst Whitney Ijem lowered the price target to $128 from $136 and maintains a Buy rating. The firm reaffirmed FY25 guidance and outlook for 2027 full year GAAP profitability.
Ultragenyx Pharmaceutical Inc. delivered a stronger-than-expected earnings report for the second quarter of 2025, with earnings per share (EPS) of -$1.17, surpassing the forecast of -$1.30. The company also reported revenue of $166 million, exceeding the anticipated $161.97 million. Following the announcement, Ultragenyx’s stock rose by 1.58% during regular trading hours and gained an additional 3.16% in the aftermarket, reaching $29.36 [1].
Key Takeaways
Ultragenyx reported a narrower loss than expected, beating EPS forecasts by $0.13. Revenue for Q2 2025 reached $166 million, a 13% increase from the previous year. The company maintains strong guidance for 2025, projecting revenue growth between 14% and 20% [1].
Market Reaction
Following the earnings release, Ultragenyx’s stock experienced a positive uptick, rising 1.58% during regular trading hours and an additional 3.16% in the aftermarket. While this increase highlights investor confidence, the stock has faced challenges, with a year-to-date decline of 31.26%. Trading at a Price/Book ratio of 18.61, the stock commands a premium valuation despite current market headwinds [1].
Analysts' Views
Canaccord analyst Whitney Ijem lowered the price target to $128 from $136 and maintains a Buy rating, reaffirming the firm's FY25 guidance and outlook for 2027 full-year GAAP profitability [1].
Outlook & Guidance
Ultragenyx projects full-year 2025 revenue between $640 million and $670 million, indicating a growth rate of 14% to 20%. The company remains committed to achieving GAAP profitability by 2027, with a focus on strategic product launches and resolving regulatory challenges [1].
References
[1] https://www.investing.com/news/transcripts/earnings-call-transcript-ultragenyx-q2-2025-beats-eps-forecast-stock-rises-93CH-4171699
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