Ultragenyx Pharmaceutical Q4 Earnings Report Analysis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy RARE?
Source: seekingalpha
- Earnings Performance: Ultragenyx reported a Q4 GAAP EPS of -$1.29, missing expectations by $0.16, indicating challenges in profitability that may affect investor confidence.
- Revenue Growth: The company achieved Q4 revenue of $207 million, a 25.5% year-over-year increase, surpassing expectations by $5.14 million, demonstrating sustained market demand for its products and enhancing future sales potential.
- 2026 Revenue Guidance: Ultragenyx projects total revenues for 2026 to be between $730 million and $760 million, reflecting an 8% to 13% increase compared to 2025, showcasing confidence in future product launches despite excluding potential revenue from new products.
- Product Revenue Expectations: Crysvita is expected to generate revenue between $500 million and $520 million, driven by growing global demand but tempered by expected ordering patterns in Brazil, while Dojolvi's revenue is projected between $100 million and $110 million, highlighting the diversity and market adaptability of its product lines.
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Analyst Views on RARE
Wall Street analysts forecast RARE stock price to rise
18 Analyst Rating
17 Buy
1 Hold
0 Sell
Strong Buy
Current: 23.500
Low
35.00
Averages
61.65
High
120.00
Current: 23.500
Low
35.00
Averages
61.65
High
120.00
About RARE
Ultragenyx Pharmaceutical Inc. is a biopharmaceutical company. The Company is focused on the identification, acquisition, development, and commercialization of novel products for the treatment of serious rare and ultrarare genetic diseases. Its therapies and clinical-stage pipeline consist of four product categories: biologics, small molecules, AAV gene therapy, and nucleic acid product candidates. Its four approved product candidates include Crysvita (burosumab) for the treatment of X-linked hypophosphatemia (XLH), and tumor-induced osteomalacia (TIO), Mepsevii (vestronidase alfa) for the treatment of mucopolysaccharidosis VII (MPSVII) or Sly Syndrome, Dojolvi (triheptanoin) for the treatment of long-chain fatty acid oxidation disorders (LC-FAOD), and Evkeeza (evinacumab) for the treatment of homozygous familial hypercholesterolemia (HoFH). Its clinical product candidates include DTX401, DTX301, UX701, UX143, UX111, and GTX-102. UX143 for the treatment of Osteogenesis Imperfecta.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ultragenyx Strategic Restructuring and Product Launch Outlook
- Product Launch Outlook: Ultragenyx CEO Emil Kakkis indicated that the upcoming year marks a pivotal moment with two potential product launches and a crucial data readout, which could significantly accelerate the company's commercial revenue trajectory, highlighting its strategic importance in the rare disease sector.
- FDA Update: The company disclosed in its earnings report that it received an Incomplete Response Letter from the FDA regarding its UX111 gene therapy application, requesting additional supportive documentation; despite this setback, analyst William Blair believes the issue will be resolved promptly, reflecting market confidence in the product.
- Earnings Snapshot: Ultragenyx reported a fourth-quarter loss of $1.29 per share, missing the consensus estimate of $1.14, yet its sales of $207 million exceeded expectations of $196.97 million, showcasing the company's revenue growth potential amidst challenges.
- Strategic Restructuring Plan: The company announced a 10% workforce reduction affecting approximately 130 employees to cut operating expenses and align resources with high-impact opportunities, aiming for profitability by 2027, which underscores its focus on cost discipline and future profitability.
See More
Ultragenyx Pharmaceutical Faces Class Action Lawsuit Over Securities Violations
- Class Action Initiated: Bronstein, Gewirtz & Grossman, LLC has filed a class action lawsuit against Ultragenyx Pharmaceutical and certain officers, seeking damages for investors who purchased securities between August 3, 2023, and December 26, 2025, reflecting significant investor dissatisfaction with the company's transparency.
- Allegations of False Statements: The complaint alleges that throughout the class period, defendants made false and/or misleading statements and failed to disclose risks associated with the Phase III Orbit study's results, potentially leading investors to misjudge the company's prospects.
- Investor Action Deadline: Affected investors have until April 6, 2026, to request to be appointed as lead plaintiff in the case, indicating the urgency and importance of investor participation in the legal process for potential recovery.
- Law Firm Credentials: Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm specializing in securities fraud class actions, having recovered hundreds of millions for investors, underscoring its expertise in upholding market integrity and investor rights.
See More
Ultragenyx Pharmaceutical Class Action Update
- Lawsuit Timeline: Robbins Geller law firm announced that purchasers of Ultragenyx Pharmaceutical Inc. (NASDAQ: RARE) common stock must seek lead plaintiff status by April 6, 2026, providing a clear legal framework for investors to act.
- False Statement Allegations: The lawsuit alleges that Ultragenyx and its executives made false or misleading statements during the class period from August 3, 2023, to December 26, 2025, failing to disclose risks associated with their Osteogenesis Imperfecta (OI) study, misleading investors about the company's prospects.
- Stock Price Volatility: Following the July 9, 2025, announcement that the Phase III Orbit study failed to achieve statistical significance, Ultragenyx's stock plummeted over 25%; further, on December 29, 2025, the announcement of study failures led to an additional 42% drop, reflecting extreme market pessimism regarding the company's future.
- Lead Plaintiff Selection: Under the Private Securities Litigation Reform Act of 1995, any investor who purchased Ultragenyx stock during the class period can seek lead plaintiff status, allowing them to represent other investors in the lawsuit and providing an opportunity for potential recovery.
See More
Class Action Lawsuit Reminder Against Ultragenyx Pharmaceutical Inc.
- Class Action Notification: The Schall Law Firm reminds investors of a class action lawsuit against Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) for violations of securities laws during the period from August 3, 2023, to December 26, 2025, urging affected investors to contact the firm before April 6, 2026, to participate.
- False Statements Exposed: The complaint alleges that Ultragenyx made false and misleading statements regarding its understanding of the effects of its drug candidate on Osteogenesis Imperfecta (OI) patients, leading to an erroneous optimistic outlook among investors and impacting market confidence.
- Clinical Trial Failure: The company failed to achieve a statistically significant reduction in annualized fracture rate (AFR) in the Phase III ORBIT study, revealing the falsity and misleading nature of its public statements, which resulted in investor losses once the truth was disclosed.
- Legal Consultation Opportunity: The Schall Law Firm offers free consultations and encourages affected investors to reach out to discuss their rights, showcasing the firm's expertise in representing investors in securities class action lawsuits globally.
See More
Ultragenyx Pharmaceutical Lowers Revenue Outlook Below Consensus
- Revenue Outlook Downgrade: Ultragenyx projects 2026 revenue between $730M and $760M, falling short of the $791.3M consensus, indicating an 8% to 13% year-over-year growth, which highlights the challenges the company faces in the market.
- Layoff Announcement: The company plans to lay off approximately 10% of its workforce, affecting nearly 130 employees, as part of a restructuring initiative aimed at achieving profitability by 2027 through reduced R&D and SG&A expenses, demonstrating a commitment to cost control.
- Q4 Performance: Ultragenyx reported $207M in revenue for Q4, reflecting a 26% year-over-year growth and beating consensus estimates by $5.4M, indicating the company's strong competitive position in the market.
- Crysvita Sales Growth: Sales of Crysvita increased by approximately 25% year-over-year to $145M, with projections for 2026 revenue between $500M and $520M, reflecting sustained global demand for the therapy.
See More
Ultragenyx Faces Regulatory Challenges from FDA Rejections
- Regulatory Hurdles: Ultragenyx's UX111 gene therapy faced another FDA rejection without detailed reasons provided, prompting analysts to lower price targets, indicating increased regulatory risks that may impact future market performance.
- Financial Performance: The company reported Q4 revenue of $207 million, primarily driven by sales of Crysvita and Dojolvi, while the FY26 revenue forecast of $730 million to $760 million falls short of the $794.83 million analyst estimate, reflecting growth challenges.
- Layoffs and Restructuring: Ultragenyx announced a 10% workforce reduction affecting about 130 employees as part of a restructuring plan aimed at achieving profitability by 2027, highlighting the urgency in cost control and profitability efforts.
- Market Sentiment Shift: Despite a 51% decline in Ultragenyx's stock over the past year, sentiment on Stocktwits shifted from 'bearish' to 'bullish', indicating a reassessment of the company's future potential among investors.
See More
Ultragenyx Strategic Restructuring and Product Launch Outlook
- Product Launch Outlook: Ultragenyx CEO Emil Kakkis indicated that the upcoming year marks a pivotal moment with two potential product launches and a crucial data readout, which could significantly accelerate the company's commercial revenue trajectory, highlighting its strategic importance in the rare disease sector.
- FDA Update: The company disclosed in its earnings report that it received an Incomplete Response Letter from the FDA regarding its UX111 gene therapy application, requesting additional supportive documentation; despite this setback, analyst William Blair believes the issue will be resolved promptly, reflecting market confidence in the product.
- Earnings Snapshot: Ultragenyx reported a fourth-quarter loss of $1.29 per share, missing the consensus estimate of $1.14, yet its sales of $207 million exceeded expectations of $196.97 million, showcasing the company's revenue growth potential amidst challenges.
- Strategic Restructuring Plan: The company announced a 10% workforce reduction affecting approximately 130 employees to cut operating expenses and align resources with high-impact opportunities, aiming for profitability by 2027, which underscores its focus on cost discipline and future profitability.
See More
Ultragenyx Pharmaceutical Faces Class Action Lawsuit Over Securities Violations
- Class Action Initiated: Bronstein, Gewirtz & Grossman, LLC has filed a class action lawsuit against Ultragenyx Pharmaceutical and certain officers, seeking damages for investors who purchased securities between August 3, 2023, and December 26, 2025, reflecting significant investor dissatisfaction with the company's transparency.
- Allegations of False Statements: The complaint alleges that throughout the class period, defendants made false and/or misleading statements and failed to disclose risks associated with the Phase III Orbit study's results, potentially leading investors to misjudge the company's prospects.
- Investor Action Deadline: Affected investors have until April 6, 2026, to request to be appointed as lead plaintiff in the case, indicating the urgency and importance of investor participation in the legal process for potential recovery.
- Law Firm Credentials: Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm specializing in securities fraud class actions, having recovered hundreds of millions for investors, underscoring its expertise in upholding market integrity and investor rights.
See More
Ultragenyx Pharmaceutical Class Action Update
- Lawsuit Timeline: Robbins Geller law firm announced that purchasers of Ultragenyx Pharmaceutical Inc. (NASDAQ: RARE) common stock must seek lead plaintiff status by April 6, 2026, providing a clear legal framework for investors to act.
- False Statement Allegations: The lawsuit alleges that Ultragenyx and its executives made false or misleading statements during the class period from August 3, 2023, to December 26, 2025, failing to disclose risks associated with their Osteogenesis Imperfecta (OI) study, misleading investors about the company's prospects.
- Stock Price Volatility: Following the July 9, 2025, announcement that the Phase III Orbit study failed to achieve statistical significance, Ultragenyx's stock plummeted over 25%; further, on December 29, 2025, the announcement of study failures led to an additional 42% drop, reflecting extreme market pessimism regarding the company's future.
- Lead Plaintiff Selection: Under the Private Securities Litigation Reform Act of 1995, any investor who purchased Ultragenyx stock during the class period can seek lead plaintiff status, allowing them to represent other investors in the lawsuit and providing an opportunity for potential recovery.
See More
Class Action Lawsuit Reminder Against Ultragenyx Pharmaceutical Inc.
- Class Action Notification: The Schall Law Firm reminds investors of a class action lawsuit against Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) for violations of securities laws during the period from August 3, 2023, to December 26, 2025, urging affected investors to contact the firm before April 6, 2026, to participate.
- False Statements Exposed: The complaint alleges that Ultragenyx made false and misleading statements regarding its understanding of the effects of its drug candidate on Osteogenesis Imperfecta (OI) patients, leading to an erroneous optimistic outlook among investors and impacting market confidence.
- Clinical Trial Failure: The company failed to achieve a statistically significant reduction in annualized fracture rate (AFR) in the Phase III ORBIT study, revealing the falsity and misleading nature of its public statements, which resulted in investor losses once the truth was disclosed.
- Legal Consultation Opportunity: The Schall Law Firm offers free consultations and encourages affected investors to reach out to discuss their rights, showcasing the firm's expertise in representing investors in securities class action lawsuits globally.
See More
Ultragenyx Pharmaceutical Lowers Revenue Outlook Below Consensus
- Revenue Outlook Downgrade: Ultragenyx projects 2026 revenue between $730M and $760M, falling short of the $791.3M consensus, indicating an 8% to 13% year-over-year growth, which highlights the challenges the company faces in the market.
- Layoff Announcement: The company plans to lay off approximately 10% of its workforce, affecting nearly 130 employees, as part of a restructuring initiative aimed at achieving profitability by 2027 through reduced R&D and SG&A expenses, demonstrating a commitment to cost control.
- Q4 Performance: Ultragenyx reported $207M in revenue for Q4, reflecting a 26% year-over-year growth and beating consensus estimates by $5.4M, indicating the company's strong competitive position in the market.
- Crysvita Sales Growth: Sales of Crysvita increased by approximately 25% year-over-year to $145M, with projections for 2026 revenue between $500M and $520M, reflecting sustained global demand for the therapy.
See More
Ultragenyx Faces Regulatory Challenges from FDA Rejections
- Regulatory Hurdles: Ultragenyx's UX111 gene therapy faced another FDA rejection without detailed reasons provided, prompting analysts to lower price targets, indicating increased regulatory risks that may impact future market performance.
- Financial Performance: The company reported Q4 revenue of $207 million, primarily driven by sales of Crysvita and Dojolvi, while the FY26 revenue forecast of $730 million to $760 million falls short of the $794.83 million analyst estimate, reflecting growth challenges.
- Layoffs and Restructuring: Ultragenyx announced a 10% workforce reduction affecting about 130 employees as part of a restructuring plan aimed at achieving profitability by 2027, highlighting the urgency in cost control and profitability efforts.
- Market Sentiment Shift: Despite a 51% decline in Ultragenyx's stock over the past year, sentiment on Stocktwits shifted from 'bearish' to 'bullish', indicating a reassessment of the company's future potential among investors.
See More
