ARDX Earnings

ARDX reported its earnings on 2026-02-19, showcasing a revenue of 125.22M against an estimate of 117.57M, resulting in a 6.5% surprise. The EPS was 0, surpassing the expected 0.02 by -100%. The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following ARDX's earnings announcement on 2026-02-19, the stock price moved by 0% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, ARDX's stock price tends to shift by an average of -2.47% in the 10 days leading up to earnings and 0.79% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate ARDX's annual revenue to reach 104.40M, while the EPS is projected at 0.03. These estimates reflect recent revisions, with revenue estimates revised upward by 0.04% and EPS estimates revised upward by 0.11% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ARDX's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.04%, while EPS estimates moved revised upward by 0.11%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ARDX's stock price typically moves by -2.47% in the 10 days before its earnings and 0.79% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.03 and revenue of 104.40M.

The earnings call reflects strong financial performance with raised revenue guidance for IBSRELA and growth expectations for XPHOZAH. The company is investing in pipeline development and commercial expansion, indicating confidence in future growth. While management avoided giving guidance on sustained cash flow positivity, they highlighted strategic investments and infrastructure sufficiency. The Q&A session reveals a focus on innovation and market expansion, with management addressing key concerns. Given the market cap of $1.52 billion, the positive guidance and strategic initiatives are likely to result in a positive stock price movement of 2% to 8% over the next two weeks.