Shares of Agios Pharmaceuticals (AGIO.O) plummeted approximately 45% in premarket trading today, marking a new 52-week low for the stock. The significant decline follows mixed results from the late-stage RISE UP trial of mitapivat for sickle cell disease, where the primary endpoint for hemoglobin response was met, but the treatment failed to demonstrate a meaningful reduction in pain crises. Furthermore, serious adverse events were reported in both the treatment and placebo groups, raising concerns among investors. Looking ahead, Agios plans to engage with the U.S. FDA in early 2026 to discuss a marketing application for mitapivat, while also aiming to streamline expenses to facilitate the potential launch of Pyrukynd for thalassemia.
Wall Street analysts forecast AGIO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AGIO is 36.38 USD with a low forecast of 25.00 USD and a high forecast of 62.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
Wall Street analysts forecast AGIO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AGIO is 36.38 USD with a low forecast of 25.00 USD and a high forecast of 62.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
3 Hold
0 Sell
Moderate Buy
Current: 28.310
Low
25.00
Averages
36.38
High
62.00
Current: 28.310
Low
25.00
Averages
36.38
High
62.00
JPMorgan
Neutral
maintain
$20 -> $25
2026-01-06
Reason
JPMorgan
Price Target
$20 -> $25
AI Analysis
2026-01-06
maintain
Neutral
Reason
JPMorgan raised the firm's price target on Agios Pharmaceuticals to $25 from $20 and keeps a Neutral rating on the shares. The firm updated the company's model post the approval of Aqvesme.
BofA
Buy
maintain
$34 -> $35
2026-01-06
Reason
BofA
Price Target
$34 -> $35
2026-01-06
maintain
Buy
Reason
BofA raised the firm's price target on Agios Pharmaceuticals to $35 from $34 and keeps a Buy rating on the shares. The firm is updating its price targets for U.S Biopharmaceuticals under its coverage, the analyst tells investors. Over the past few months, several key items "have fallen into place," including positive data catalysts being rewarded; large-cap biopharma spending cash on M&A and in-licensing; growing backlog of companies on the private side; improving access to capital; and limited impact from drug price regulation, BofA says. The firm believes biotech is back, but the biggest concern is whether this will last.
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Citi
analyst
Buy
maintain
$38
2025-12-26
Reason
Citi
analyst
Price Target
$38
2025-12-26
maintain
Buy
Reason
Citi closed the firm's "upside 30-day catalyst watch" on Agios Pharmaceuticals following FDA approval of Aqvesme with a broad label for the treatment of both transfusion-dependent and non-transfusion-dependent thalassemia. Given that Aqvesme has a REMS requiring liver monitoring every four weeks during the first 24 weeks of treatment, as expected, the firm thinks the early launch will be gradual, but anticipates an acceleration as patient starts normalize, says the analyst, who keeps a Buy rating and $38 price target on Agios shares.
Leerink
Outperform
maintain
$34 -> $40
2025-12-26
Reason
Leerink
Price Target
$34 -> $40
2025-12-26
maintain
Outperform
Reason
Leerink raised the firm's price target on Agios Pharmaceuticals to $40 from $34 and keeps an Outperform rating on the shares. The firm notes that on Tuesday, Agios announced that the Food and Drug Administration approved mitapivat for the treatment of anemia in adults with transfusion dependent or independent alpha- or beta-thalassemia under the brand name Aqvesme. Additionally, the company announced a U.S. WAC price of $425k annually, modestly above Pyrukynd's WAC price of $335k, and higher than Leerink had forecast.
About AGIO
Agios Pharmaceuticals, Inc. is a biopharmaceutical company. The Company is focused on developing and delivering transformative therapies for patients living with rare diseases. It markets a first-in-class pyruvate kinase (PK) activator for adults with PK deficiency, the first disease-modifying therapy for debilitating hemolytic anemia. Its lead product candidate in its portfolio, PYRUKYND (mitapivat), is an activator of both wild-type and mutant pyruvate kinase, or PK, enzymes for the potential treatment of hemolytic anemias. It is also developing tebapivat, a novel PK activator, for the potential treatment of lower-risk myelodysplastic syndromes, or LR MDS, and hemolytic anemias; AG-181, its phenylalanine hydroxylase, or PAH, stabilizer for the potential treatment of phenylketonuria, or PKU; and AG-236, an siRNA in-licensed from Alnylam Pharmaceuticals, Inc., targeting the transmembrane serine protease 6, or TMPRSS6 gene for the potential treatment of polycythemia vera, or PV.
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.