Monday's ETF Movers: SPXL, BBSC

Written by Emily J. Thompson, Senior Investment Analyst

AGIO+0.45%

TWST-2.04%

MLM+0.2%

Source: NASDAQ.COM

Updated: Aug 04 2025

0mins

Source: NASDAQ.COM

ETF Performance: The JPMorgan BetaBuilders U.S. Small Cap Equity ETF is down approximately 1.9% in afternoon trading, with Agios Pharmaceuticals and Twist Bioscience showing significant declines of 17.9% and 14.3%, respectively.
Author's Perspective: The opinions expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.

AGIO

$28.79+Infinity%1D

Analyst Views on AGIO

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

6 Buy

3 Hold

0 Sell

Moderate Buy

Current: 28.660

Low

25.00

Averages

36.38

High

62.00

Current: 28.660

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.