Neurocrine Biosciences Reports Q4 Earnings Miss Amid Strong Sales Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 24 2026
0mins
Should l Buy NBIX?
Source: Benzinga
Neurocrine Biosciences Inc (NBIX) saw its stock price decline by 7.60% as it crossed below the 20-day SMA, reflecting investor concerns following its recent earnings report.
The company reported a Q4 non-GAAP EPS of $1.88, missing expectations by $0.42, which has raised concerns about profitability despite a 28.3% year-over-year revenue increase to $805.5 million. The strong sales performance of INGREZZA and CRENESSITY indicates robust market demand, but the earnings miss may affect investor confidence moving forward.
Despite the earnings miss, Neurocrine's strong revenue growth and optimistic guidance for INGREZZA sales in 2026 suggest potential for recovery. The company remains committed to R&D investments, which could drive future growth and innovation in its product pipeline.
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Analyst Views on NBIX
Wall Street analysts forecast NBIX stock price to rise
20 Analyst Rating
17 Buy
3 Hold
0 Sell
Strong Buy
Current: 128.720
Low
143.00
Averages
179.68
High
203.00
Current: 128.720
Low
143.00
Averages
179.68
High
203.00
About NBIX
Neurocrine Biosciences, Inc. is a neuroscience-focused, biopharmaceutical company. The Company is engaged in discovering and developing treatments for patients with under-addressed neurological, neuroendocrine and neuropsychiatric disorders. Its diverse portfolio includes the United States Food and Drug Administration-approved treatments for tardive dyskinesia, chorea associated with Huntington’s disease, endometriosis and uterine fibroids, as well as a robust pipeline, including multiple compounds in mid-to late-phase clinical development across its core therapeutic areas. Its commercial products include INGREZZA, ALKINDI, EFMODY, Orilissa, and Oriahnn. INGREZZA is marketed as DYSVAL (valbenazine) in Japan and REMLEAS (valbenazine) in other select Asian markets, where Mitsubishi Tanabe Pharma Corporation retains commercialization rights. ALKINDI is marketed as ALKINDI SPRINKLE (hydrocortisone) in the United States, where Eton Pharmaceuticals, Inc. retains commercialization rights.
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.
Neurocrine Biosciences Releases Guidelines for Tardive Dyskinesia Treatment
- Expert Consensus Recommendations: Neurocrine Biosciences presented the first expert consensus recommendations for screening, diagnosis, and treatment of tardive dyskinesia in older adults at the PALTmed Annual Conference in Anaheim, California, aiming to address gaps in recognizing and managing this high-risk population, thereby improving clinical practices.
- KINECT-PRO Study Findings: The company showcased post-hoc analysis results from the KINECT-PRO study, demonstrating significant improvements in patient-reported tardive dyskinesia impact among adults aged 65 and older treated with INGREZZA (valbenazine), further supporting the drug's efficacy and safety in elderly patients.
- Addressing Clinical Complexity: The expert panel emphasized that patients in long-term care often present overlapping medical and psychiatric complexities, complicating the recognition and management of tardive dyskinesia, thus recommending evidence-based diagnostic and treatment approaches to enhance patient outcomes.
- Considerations for Treatment Selection: The consensus indicated that tardive dyskinesia should be treated with vesicular monoamine transporter 2 (VMAT2) inhibitors in long-term care settings, highlighting the importance of considering relevant patient factors to ensure treatment plans align with patient needs.
See More
Neurocrine Biosciences Appoints New Chief Technical Officer
- Executive Appointment: Neurocrine Biosciences has appointed Dr. Andrew Ratz as Chief Technical Operations Officer, overseeing global technical development, manufacturing, and supply chain, which is expected to enhance the company's competitiveness as it expands into biologics and device-based therapies.
- Extensive Experience: Prior to joining Neurocrine, Dr. Ratz spent nearly 30 years as an executive at Eli Lilly, where he successfully developed and registered over 25 medicines across multiple therapeutic areas, showcasing his deep expertise in drug development.
- Strategic Leadership: CEO Kyle W. Gano noted that Dr. Ratz's leadership will bring strategic focus to the R&D organization, aiding in the advancement of next-generation treatment solutions to meet significant unmet patient needs, which holds substantial market potential.
- Educational Background: Dr. Ratz holds a Bachelor of Science degree in Chemistry from Indiana University and a Ph.D. in Chemistry from Harvard University, providing a solid academic foundation for his leadership role in the biopharmaceutical sector.
See More
Equifax Named 'Stock to Study' for May 2026 by BetterInvesting
- Investor Interest: Equifax's recent report has sparked investor curiosity regarding whether its stock is fairly valued, leading BetterInvesting's Editorial Advisory Committee to designate it as a 'Stock to Study' for May 2026, aimed at providing information and education for investors.
- Transparency in Fundamentals: Investors can access Equifax's sales, earnings, pre-tax profit, and return on equity through a link provided by the National Association of Investors, enhancing transparency and aiding investors in making informed decisions.
- Independent Review Committee: The Editorial Advisory Committee of BetterInvesting comprises several CFA charterholders, whose independent evaluations provide deeper analytical insights, thereby increasing the research value of Equifax's stock.
- Educational Mission: Since its establishment in 1951, BetterInvesting has focused on investment education, empowering over 5 million individuals to improve their financial futures, emphasizing the importance of independent analysis before making investment decisions.
See More
Equifax Named 'Stock to Study' by BetterInvesting
- Investment Research Recommendation: Equifax has been named 'Stock to Study' for the May 2026 issue of BetterInvesting, indicating a rising interest among investors that may attract further research and investment interest.
- Transparency in Fundamentals: Investors can access key financial metrics such as sales, earnings, pre-tax profit, and return on equity through a link provided by the National Association of Investors, enhancing decision-making capabilities for potential investors.
- Independent Committee Assessment: The Editorial Advisory and Securities Review Committee of BetterInvesting, composed of several CFA members, provides authoritative support for Equifax's investment value, potentially boosting market confidence in the stock.
- Educational Investment Platform: Since 1951, BetterInvesting has focused on investment education, helping over 5 million people improve their financial futures, and Equifax's recommendation will further its educational mission, promoting investor knowledge enhancement.
See More
Neurocrine Shares Drop 8% After Mixed Earnings Despite Strong Ingrezza Sales
- Mixed Earnings Report: Neurocrine's earnings report revealed mixed results, with shares dropping 8% as overall performance fell short of market expectations, indicating investor concerns about short-term results.
- Strong Ingrezza Sales: The strong sales performance of Ingrezza highlights the product's competitiveness in the market, and while the overall earnings report was disappointing, this positive aspect may support future growth for the company.
- 2026 Outlook Meets Expectations: The company's outlook for 2026 aligns with market expectations, suggesting that despite short-term pressures, this stable forecast could bolster investor confidence and encourage long-term investment.
- Analysts See Long-Term Upside: Despite the short-term stock pressure, analysts remain optimistic about Neurocrine's long-term growth potential, believing the company is poised for improved performance in the future.
See More
Neurocrine Reports Q4 Earnings Miss Amid Strong Sales Growth
- Earnings Report: Neurocrine Biosciences reported fourth-quarter adjusted earnings of $1.88 per share, missing the consensus estimate of $1.89, indicating pressure on profitability.
- Sales Growth: The company achieved fourth-quarter sales of $805.5 million, surpassing the market expectation of $792.47 million, reflecting strong market demand.
- Product Sales Performance: Ingrezza's fourth-quarter net product sales reached $657.5 million, a 7% year-over-year increase, while Crenessity's sales were $135.3 million, driven by robust patient demand and over 80% reimbursement coverage.
- Future Outlook: The company expects fiscal 2026 Ingrezza product sales between $2.70 billion and $2.80 billion; despite concerns over a lack of near-term clinical catalysts, analysts remain optimistic about long-term growth potential.
See More
Neurocrine Biosciences Releases Guidelines for Tardive Dyskinesia Treatment
- Expert Consensus Recommendations: Neurocrine Biosciences presented the first expert consensus recommendations for screening, diagnosis, and treatment of tardive dyskinesia in older adults at the PALTmed Annual Conference in Anaheim, California, aiming to address gaps in recognizing and managing this high-risk population, thereby improving clinical practices.
- KINECT-PRO Study Findings: The company showcased post-hoc analysis results from the KINECT-PRO study, demonstrating significant improvements in patient-reported tardive dyskinesia impact among adults aged 65 and older treated with INGREZZA (valbenazine), further supporting the drug's efficacy and safety in elderly patients.
- Addressing Clinical Complexity: The expert panel emphasized that patients in long-term care often present overlapping medical and psychiatric complexities, complicating the recognition and management of tardive dyskinesia, thus recommending evidence-based diagnostic and treatment approaches to enhance patient outcomes.
- Considerations for Treatment Selection: The consensus indicated that tardive dyskinesia should be treated with vesicular monoamine transporter 2 (VMAT2) inhibitors in long-term care settings, highlighting the importance of considering relevant patient factors to ensure treatment plans align with patient needs.
See More
Neurocrine Biosciences Appoints New Chief Technical Officer
- Executive Appointment: Neurocrine Biosciences has appointed Dr. Andrew Ratz as Chief Technical Operations Officer, overseeing global technical development, manufacturing, and supply chain, which is expected to enhance the company's competitiveness as it expands into biologics and device-based therapies.
- Extensive Experience: Prior to joining Neurocrine, Dr. Ratz spent nearly 30 years as an executive at Eli Lilly, where he successfully developed and registered over 25 medicines across multiple therapeutic areas, showcasing his deep expertise in drug development.
- Strategic Leadership: CEO Kyle W. Gano noted that Dr. Ratz's leadership will bring strategic focus to the R&D organization, aiding in the advancement of next-generation treatment solutions to meet significant unmet patient needs, which holds substantial market potential.
- Educational Background: Dr. Ratz holds a Bachelor of Science degree in Chemistry from Indiana University and a Ph.D. in Chemistry from Harvard University, providing a solid academic foundation for his leadership role in the biopharmaceutical sector.
See More
Equifax Named 'Stock to Study' for May 2026 by BetterInvesting
- Investor Interest: Equifax's recent report has sparked investor curiosity regarding whether its stock is fairly valued, leading BetterInvesting's Editorial Advisory Committee to designate it as a 'Stock to Study' for May 2026, aimed at providing information and education for investors.
- Transparency in Fundamentals: Investors can access Equifax's sales, earnings, pre-tax profit, and return on equity through a link provided by the National Association of Investors, enhancing transparency and aiding investors in making informed decisions.
- Independent Review Committee: The Editorial Advisory Committee of BetterInvesting comprises several CFA charterholders, whose independent evaluations provide deeper analytical insights, thereby increasing the research value of Equifax's stock.
- Educational Mission: Since its establishment in 1951, BetterInvesting has focused on investment education, empowering over 5 million individuals to improve their financial futures, emphasizing the importance of independent analysis before making investment decisions.
See More
Equifax Named 'Stock to Study' by BetterInvesting
- Investment Research Recommendation: Equifax has been named 'Stock to Study' for the May 2026 issue of BetterInvesting, indicating a rising interest among investors that may attract further research and investment interest.
- Transparency in Fundamentals: Investors can access key financial metrics such as sales, earnings, pre-tax profit, and return on equity through a link provided by the National Association of Investors, enhancing decision-making capabilities for potential investors.
- Independent Committee Assessment: The Editorial Advisory and Securities Review Committee of BetterInvesting, composed of several CFA members, provides authoritative support for Equifax's investment value, potentially boosting market confidence in the stock.
- Educational Investment Platform: Since 1951, BetterInvesting has focused on investment education, helping over 5 million people improve their financial futures, and Equifax's recommendation will further its educational mission, promoting investor knowledge enhancement.
See More
Neurocrine Shares Drop 8% After Mixed Earnings Despite Strong Ingrezza Sales
- Mixed Earnings Report: Neurocrine's earnings report revealed mixed results, with shares dropping 8% as overall performance fell short of market expectations, indicating investor concerns about short-term results.
- Strong Ingrezza Sales: The strong sales performance of Ingrezza highlights the product's competitiveness in the market, and while the overall earnings report was disappointing, this positive aspect may support future growth for the company.
- 2026 Outlook Meets Expectations: The company's outlook for 2026 aligns with market expectations, suggesting that despite short-term pressures, this stable forecast could bolster investor confidence and encourage long-term investment.
- Analysts See Long-Term Upside: Despite the short-term stock pressure, analysts remain optimistic about Neurocrine's long-term growth potential, believing the company is poised for improved performance in the future.
See More
Neurocrine Reports Q4 Earnings Miss Amid Strong Sales Growth
- Earnings Report: Neurocrine Biosciences reported fourth-quarter adjusted earnings of $1.88 per share, missing the consensus estimate of $1.89, indicating pressure on profitability.
- Sales Growth: The company achieved fourth-quarter sales of $805.5 million, surpassing the market expectation of $792.47 million, reflecting strong market demand.
- Product Sales Performance: Ingrezza's fourth-quarter net product sales reached $657.5 million, a 7% year-over-year increase, while Crenessity's sales were $135.3 million, driven by robust patient demand and over 80% reimbursement coverage.
- Future Outlook: The company expects fiscal 2026 Ingrezza product sales between $2.70 billion and $2.80 billion; despite concerns over a lack of near-term clinical catalysts, analysts remain optimistic about long-term growth potential.
See More
