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Agios Pharmaceuticals, Inc. (AGIO) stock

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NASDAQ: AGIO Nasdaq Biotechnology Next results ~November 5, 2026

B Fundamentals grade

Agios Pharmaceuticals, Inc. is a US-listed company in the biotechnology industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$39

Valuation models combined (2)

Base case. Range ~$18–$44. Weighted average of 2 models (growth cash-flow model, forward price-to-sales vs peers), the growth cash-flow model counting double.

Price vs value

No Buy/Hold/Sell rating is issued: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

Agios Pharmaceuticals, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

Value diary

Our note on each quarter Agios Pharmaceuticals files

Where Agios Pharmaceuticals stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $98m, up 140.6% on a year earlier, faster than the 78.3% growth a quarter earlier. That growth ranks 22 of 122 among the biotechnology companies we cover. Free-cash-flow margin rose to -371.4% from -1000.7% a year earlier. Operating margin widened to -466.8% from -1129.1%. Against its peers on growth, profitability, cash generation and balance sheet, it grades B. It passes 2 of our 2 financial-health checks.

Source: 10-Q filed July 30, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 5, 2026 (estimated)

Agios Pharmaceuticals, Inc.'s trailing-twelve-month revenue grew 140.6% year on year, with a free-cash-flow margin of -371.4%. Where it stands out: change in growth rate of +62.2pp ranks 25 of 172 biotechnology companies we cover.

Current signal Revenue growth accelerating: TTM revenue growth rose to 140.6% (+62.2pp vs the prior quarter).

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 140.6% over the last 12 months, against a median of 12.6% for biotechnology companies we cover.
  • Growth speeding up. The growth rate is 62.2 points higher than a quarter earlier.
  • Margins widening. Operating margin is up 662.4 points on a year ago.
  • Net cash. Cash exceeds long-term debt by $0.1bn.

Things to watch

  • Loss-making. Operating margin is -466.8%: costs exceed revenue.
  • Burning cash. Free cash flow was -371.4% of revenue over the last 12 months.
  • Heavy stock-based pay. Stock pay equals 59.0% of revenue, against a median of 19.2% for biotechnology companies we cover: a real cost that cash-flow figures leave out.
  • High sales multiple. The shares trade at 18 times revenue while operating margins remain thin.
  • Volatile shares. Over the past year the shares showed annualised volatility of 79% and a beta of 0.7 against the S&P 500.
  • Heavily shorted. 11.7% of the shares available to trade are sold short (5.8 days of average volume to cover).

Latest results: FY2026 Q2

Filed July 30, 2026
Earnings per share
-$1.69 against an average estimate of -$1.67: missed by 1.5%
Revenue
$45m, up 259.3% on a year earlier
Share reaction
-14.3% in the first session after the results on July 30, 2026, against +2.4% for the S&P 500
Next report
November 5, 2026; average EPS estimate -$1.23

Agios Pharmaceuticals' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+5.0%
  • 1 week-17.3%
  • 1 month-1.1%
  • This year+10.0%
  • 1 year-21.7%
  • 5 years-31.9%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$98.3M
Operating margin
-466.8%
Net margin
-418.2%
EPS (TTM, diluted)
$-7.01

Growth

Revenue growth
+140.6%
Change in growth rate
+62.2 pts
Share count change
+0.4%

Cash

Free cash flow (TTM)
-$365M
FCF margin
-371.4%
Stock pay % of revenue
59.0%

Earnings

Last results
July 30, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Agios Pharmaceuticals, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

Valuation models

We value Agios Pharmaceuticals, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 9.8%: the 10-year Treasury yield (4.9%) plus a beta of 1.07 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$44 ~$27–$61 Primary model, counts double
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: no positive earnings in the latest twelve months
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$18 ~$18–$69 Included, half weight
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: revenue and margins don't support a positive value
Combined value Weighted average of the models that apply: the primary model (growth cash-flow model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$39 ~$18–$44 2 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Agios Pharmaceuticals, Inc. with Biotechnology in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 20152016201720182019202020212022202320242025Now
Share price$64.92$41.73$57.17$46.11$47.75$43.33$32.87$28.08$22.27$32.86$27.22$29.95
Market value$2.4bn$1.6bn$2.7bn$2.6bn$2.9bn$3.0bn$2.0bn$1.5bn$1.2bn$1.9bn$1.6bn$1.8bn
+ Net debt (− = net cash)−$72m−$161m−$103m−$71m−$81m−$127m−$203m−$139m−$88m−$76m−$89m−$100m
Enterprise value$2.4bn$1.5bn$2.6bn$2.6bn$2.8bn$2.9bn$1.8bn$1.4bn$1.2bn$1.8bn$1.5bn$1.7bn
Multiples
Price / sales 41.1x23.4x61.9x28.1x24.3x——108.0x46.2x52.1x29.2x17.9x
Price / earnings ——————1.2x——2.8x——
Price / free cash flow —57.0x——————————
EV / EBITDA ————————————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

32 /100

Weak moat

How hard Agios Pharmaceuticals's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Net income has been a median -31.7% of total assets over 10 years.

  • Pricing power 17 / 20

    Gross margin has been a median 90.7%, moving by 5.0 percentage points (standard deviation) across 8 years.

  • Durability 10 / 20

    Operating margin has been a median -670.2%; its worst year was -6154.7%.

  • Cash conversion 0 / 20

    Free cash flow was positive in 0 of 10 years, at a median -568.5% of revenue.

  • Discipline 10 / 20

    The diluted share count fell 12.7% over five years; stock-based pay has been a median 103.3% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (37 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 5, 2026, before the open. Analysts expect revenue of $52m and EPS of −$1.23 (range −$1.64 to −$1.06) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current −$5.74 +19% $177m +228%
Next −$3.75 +35% $347m +96%

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −7.6% on 90 days ago. In the last 30 days, 0 analysts raised Agios Pharmaceuticals, Inc.'s forecast and 3 cut it.

Consensus EPS forecast Agios Pharmaceuticals, Inc., last 90 days
−$8.00 −$6.00 −$4.00 −$2.00 $0.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: −$6.21 Current fiscal year, 60 days ago: −$5.63 Current fiscal year, 30 days ago: −$5.63 Current fiscal year, 7 days ago: −$5.72 Current fiscal year, Now: −$5.74 −$5.74 Next fiscal year, 90 days ago: −$3.87 Next fiscal year, 60 days ago: −$3.69 Next fiscal year, 30 days ago: −$3.70 Next fiscal year, 7 days ago: −$3.77 Next fiscal year, Now: −$3.75 −$3.75

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago −$6.21−$3.87
60 days ago −$5.63−$3.69
30 days ago −$5.63−$3.70
7 days ago −$5.72−$3.77
Now −$5.74−$3.75

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 −$1.67 −$1.69 −1.5%
Mar 2026 −$1.79 −$1.69 +5.7%
Dec 2025 −$1.95 −$1.85 +4.9%
Sept 2025 −$1.90 −$1.78 +6.5%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, July 30, 2026

No numeric guidance in Agios Pharmaceuticals, Inc.'s latest earnings release (filed July 30, 2026). Some companies give their outlook only on the earnings call.

Analyst recommendations

10 analysts, Oct 2026
Buy770%
Hold330%
Sell00%

Monthly trend

  1. Oct 20267310
  2. Sep 20267310
  3. Aug 20267310
  4. Jul 20267310

Counts of recommendations published by analysts covering Agios Pharmaceuticals, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
11.7%
of tradable shares
Days to cover
5.82
at average volume
Short interest, 1 month
−9%
to October 15, 2026
Held by institutions
—
of shares
Held by insiders
1.1%
of shares
Employees
539
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −30.7%

$43.24 on October 31, 2025 to $29.95

ThenNowEffect
Revenue (last 12 months) $41m $98m +140.6%
P/S multiple 61.8x 17.9x −71.1%
Share count 58m 59m −0.4%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years +33.2%

$22.49 on November 3, 2023 to $29.95

ThenNowEffect
Revenue (last 12 months) $20m $98m +388.1%
P/S multiple 61.6x 17.9x −71.0%
Share count 55m 59m −6.0%

Biggest factor: revenue. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
AGIO−24%−15%−21%+48%−17%+10%
Industry peers (median)−36%−57%−17%−29%−5%−27%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
AGIO50%42%50%58%75%55%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
AGIO−52%−51%−35%−47%−51%−32%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 83% from June 20, 2018 to June 14, 2022. Getting back needed a 484% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$22.34 – $45.49
From 52-week high
−34.2%
vs 50-day average
−10.8%
vs 200-day average
−5.5%
Volatility (1 year)
79%
Beta vs S&P 500
0.69

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
8 up, 4 down
typical move ±5.0%
After a week
6 up, 6 down
typical move ±8.0%
After a month
8 up, 4 down
typical move ±12.8%
Results releasedNext dayS&P 500 next day5 days21 days
July 30, 2026 −14.3% +2.4% −8.7% −4.8%
April 29, 2026 +12.9% +1.0% +8.8% +18.5%
February 12, 2026 +0.9% −1.5% +5.6% +4.1%
October 30, 2025 +3.1% −0.8% −3.9% −33.7%
July 31, 2025 −6.8% −2.0% −1.3% +0.5%
May 1, 2025 +1.4% +2.2% −5.6% +9.9%
February 13, 2025 +1.2% +1.1% +7.3% −2.5%
October 31, 2024 −3.1% −1.5% +19.0% +27.1%
August 1, 2024 −5.3% −3.3% −5.6% −1.1%
May 2, 2024 +2.6% +2.2% −2.2% +30.2%
February 15, 2024 +2.4% +0.2% +27.4% +13.1%
November 2, 2023 +5.6% +2.8% +0.3% +8.3%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Agios Pharmaceuticals, Inc. in five measures

Fundamentals grade B
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Agios Pharmaceuticals, Inc.
$0 $50M $100M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $24M Revenue (TTM), FY23 Q4: $26.8M Revenue (TTM), FY24 Q1: $29.4M Revenue (TTM), FY24 Q2: $31.3M Revenue (TTM), FY24 Q3: $32.9M Revenue (TTM), FY24 Q4: $36.5M Revenue (TTM), FY25 Q1: $37M Revenue (TTM), FY25 Q2: $40.9M Revenue (TTM), FY25 Q3: $44.8M Revenue (TTM), FY25 Q4: $54M Revenue (TTM), FY26 Q1: $66M Revenue (TTM), FY26 Q2: $98.3M $98.3M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $24M
FY23 Q4 $26.8M
FY24 Q1 $29.4M
FY24 Q2 $31.3M
FY24 Q3 $32.9M
FY24 Q4 $36.5M
FY25 Q1 $37M
FY25 Q2 $40.9M
FY25 Q3 $44.8M
FY25 Q4 $54M
FY26 Q1 $66M
FY26 Q2 $98.3M
Revenue growth, TTM YoY Agios Pharmaceuticals, Inc.
0% 50% 100% 150% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 142.0% Revenue growth, TTM YoY, FY23 Q4: 88.4% Revenue growth, TTM YoY, FY24 Q1: 54.6% Revenue growth, TTM YoY, FY24 Q2: 55.4% Revenue growth, TTM YoY, FY24 Q3: 36.8% Revenue growth, TTM YoY, FY24 Q4: 36.1% Revenue growth, TTM YoY, FY25 Q1: 26.0% Revenue growth, TTM YoY, FY25 Q2: 30.6% Revenue growth, TTM YoY, FY25 Q3: 36.3% Revenue growth, TTM YoY, FY25 Q4: 48.0% Revenue growth, TTM YoY, FY26 Q1: 78.3% Revenue growth, TTM YoY, FY26 Q2: 140.6% 140.6%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 142.0%
FY23 Q4 88.4%
FY24 Q1 54.6%
FY24 Q2 55.4%
FY24 Q3 36.8%
FY24 Q4 36.1%
FY25 Q1 26.0%
FY25 Q2 30.6%
FY25 Q3 36.3%
FY25 Q4 48.0%
FY26 Q1 78.3%
FY26 Q2 140.6%
Operating margin (TTM) Agios Pharmaceuticals, Inc.
-2000% -1500% -1000% -500% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -1599.6% Operating margin (TTM), FY23 Q4: -1459.5% Operating margin (TTM), FY24 Q1: -1336.4% Operating margin (TTM), FY24 Q2: -1293.9% Operating margin (TTM), FY24 Q3: -1238.1% Operating margin (TTM), FY24 Q4: -1166.5% Operating margin (TTM), FY25 Q1: -1188.9% Operating margin (TTM), FY25 Q2: -1129.1% Operating margin (TTM), FY25 Q3: -1061.8% Operating margin (TTM), FY25 Q4: -873.9% Operating margin (TTM), FY26 Q1: -720.0% Operating margin (TTM), FY26 Q2: -466.8% -466.8%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -1599.6%
FY23 Q4 -1459.5%
FY24 Q1 -1336.4%
FY24 Q2 -1293.9%
FY24 Q3 -1238.1%
FY24 Q4 -1166.5%
FY25 Q1 -1188.9%
FY25 Q2 -1129.1%
FY25 Q3 -1061.8%
FY25 Q4 -873.9%
FY26 Q1 -720.0%
FY26 Q2 -466.8%
FCF margin (TTM) Agios Pharmaceuticals, Inc.
-1500% -1000% -500% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: -1209.4% FCF margin (TTM), FY23 Q4: -1107.5% FCF margin (TTM), FY24 Q1: -1025.4% FCF margin (TTM), FY24 Q2: -982.2% FCF margin (TTM), FY24 Q3: -1004.3% FCF margin (TTM), FY24 Q4: -1072.7% FCF margin (TTM), FY25 Q1: -1090.2% FCF margin (TTM), FY25 Q2: -1000.7% FCF margin (TTM), FY25 Q3: -924.5% FCF margin (TTM), FY25 Q4: -698.3% FCF margin (TTM), FY26 Q1: -582.5% FCF margin (TTM), FY26 Q2: -371.4% -371.4%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 -1209.4%
FY23 Q4 -1107.5%
FY24 Q1 -1025.4%
FY24 Q2 -982.2%
FY24 Q3 -1004.3%
FY24 Q4 -1072.7%
FY25 Q1 -1090.2%
FY25 Q2 -1000.7%
FY25 Q3 -924.5%
FY25 Q4 -698.3%
FY26 Q1 -582.5%
FY26 Q2 -371.4%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 22 25 26 65 59 70 43 94 118 0 0 14 27 36 54 98
Gross profit — — — — — 70 43 93 117 0 0 13 24 32 48 90
EBITDA −16 −22 −37 −53 −115 −195 −314 −355 −308 −327 −370 −381 −385 −420 −467 —
Operating income −17 −23 −39 −54 −119 −201 −321 −362 −316 −336 −378 −389 −391 −426 −472 −459
Net income −24 −20 −39 −54 −118 −198 −315 −346 −411 −327 1,605 −232 −352 674 −413 −411
Diluted EPS −$8.90 −$8.02 −$2.83 −$1.59 −$3.15 −$5.07 −$6.75 −$6.03 −$6.86 −$4.74 $26.55 −$4.23 −$6.33 $11.64 −$7.12 −$7.01
Growth (year on year)
Revenue — +15.0% +1.8% +155.8% −9.5% +18.2% −38.5% +119.4% +24.9% −100.0% — — +88.4% +36.1% +48.0% +140.6%
Net income — — — — — — — — — — — −114.4% — — −161.3% −163.3%
Diluted EPS — — — — — — — — — — — −115.9% — — −161.2% −163.0%
Margins
Gross margin — — — — — 100.0% 100.0% 98.5% 98.9% — — 88.0% 89.3% 88.6% 88.3% 92.0%
EBITDA margin −72.5% −86.9% −146.6% −80.7% −195.1% −279.4% −730.9% −376.4% −261.4% — — <−999% <−999% <−999% −864.2% —
Operating margin −76.2% −91.6% −152.2% −82.8% −200.8% −287.6% −745.8% −384.0% −268.2% — — <−999% <−999% <−999% −873.9% −466.8%
Net margin −108.6% −80.1% −154.2% −81.9% −199.1% −284.0% −731.6% −366.6% −349.0% — — <−999% <−999% >999% −764.0% −418.2%
Free-cash-flow margin −78.4% −203.2% −225.8% −94.2% −164.3% 41.0% −673.9% −329.9% −324.5% — — <−999% <−999% <−999% −698.3% −371.4%
Cash flow
Cash from operations −15 −50 −56 −59 −77 39 −285 −304 −371 −291 −407 −309 −296 −390 −373 −361
Capital spending 2 1 1 2 20 10 5 7 12 14 6 5 1 2 4 5
Free cash flow −17 −51 −58 −62 −97 29 −290 −311 −383 −305 −413 −314 −297 −392 −377 −365
Stock-based pay 0 1 3 12 32 42 48 73 58 62 54 49 45 43 53 58
Free cash flow after stock pay −17 −52 −61 −73 −129 −13 −338 −385 −441 −366 −467 −364 −342 −434 −430 −423
Balance sheet
Cash 118 91 72 14 72 161 103 71 81 127 203 139 88 76 89 100
Total debt 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Net debt (negative = net cash) −118 −91 −72 −14 −72 −161 −103 −71 −81 −127 −203 −139 −88 −76 −89 −100
Diluted shares 3m 3m 15m 34m 37m 39m 47m 57m 60m 69m 60m 55m 56m 58m 58m 59m
Returned to shareholders
Buybacks — — — — — — — — 0 0 802 0 0 — — —
Total returned — — — — — — — — 0 0 802 0 0 — — —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 2 checks passed · June 30, 2026
What it owns · $1.1bn
Short-term assets $718mLonger-term assets $391m
What it owes, and who funded it · $1.1bn
Short-term liabilities $70mLonger-term liabilities $12mShareholders' equity $1.0bn
  • Short-term assets cover short-term liabilities $718m of assets due within a year against $70m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $718m short-term assets against $12m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Agios Pharmaceuticals, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+0.4%
year over year
R&D spending
362.8%
of revenue
Sales & admin spending
196.0%
of revenue

Competitors: side by side with peers

Closest by revenue in biotechnology
Last 12 months unless stated AGIO SEPN KYMR XNCR FDMT VSTM Median
Revenue, last 12 months $98m $99m $102m $105m $92m $88m $56m
Revenue growth, last 12 months 140.6% >999% 133.8% −28.6% >999% 26.4% 12.6%
Revenue growth, 3-year average 69.6% — 29.7% −2.5% 242.8% 58.4% 13.7%
Revenue growth, latest quarter 259.3% >999% −100.0% 17.5% >999% >999% 10.2%
Gross margin 92.0% — 0.0% — — — 82.9%
Operating margin −466.8% −44.0% −396.0% −205.8% −214.2% −182.6% −189.4%
Operating margin, 3-year average −963.3% <−999% −461.5% −136.0% <−999% −813.6% −363.5%
Net margin −418.2% −24.5% −341.8% −155.6% −194.7% −231.6% −169.8%
Cash from operations / revenue −366.7% 107.2% −281.3% −196.1% −169.6% −185.3% −168.0%
Free-cash-flow margin −371.4% 106.3% −282.6% −198.4% −169.6% −185.3% −162.4%
Free-cash-flow margin, 3-year average −784.8% — −326.1% −128.0% <−999% — −310.0%
Stock pay / revenue 59.0% 16.5% 66.7% 37.2% 22.2% 11.1% 20.0%
Change in share count 0.4% — 17.6% 5.2% 15.9% 33.4% 8.2%

Median of all 184 companies we cover in biotechnology. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

184 biotechnology companies
Measure Company Peer median Rank
Revenue growth Growth 140.6% 12.6% 32 of 172
Change in growth rate Growth +62.2pp -0.1pp 25 of 172
Gross margin Profitability 92.0% 82.4% 16 of 75
Operating margin Profitability -466.8% -189.4% 118 of 175
Net margin Profitability -418.2% -157.3% 120 of 180
Free-cash-flow margin Cash generation -371.4% -145.4% 121 of 176
Stock pay as % of revenue Cash generation 59.0% 19.2% 120 of 179
Change in share count Balance sheet 0.4% 7.9% 27 of 156

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Who owns it

Funds buying and selling
Reported value
$2.5B
Institutions reporting
236
Shares held vs prior quarter
▲ 4.9%
Positions opened / closed
35 / 31

Top buyers and sellers, Q2 2026: 131 institutions bought and 96 sold ; the biggest buyer was ADAR1 Capital Management, LLC (+1.1M shares) and the biggest seller T. Rowe Price Investment Management, Inc (−1.5M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $240M 6.5M 9.8% ▲ 12.2%
Farallon Capital Management, L.L.C. $220M 5.9M 8.9% ▲ 4.1%
State Street Corp $131M 3.5M 5.3% ▲ 5.0%
Lynx1 Capital Management LP $127M 3.4M 5.2% ▲ 30.5%
D. E. Shaw & Co., Inc. $115M 3.1M 4.7% ▲ 15.9%
Vanguard Portfolio Management LLC $108M 2.9M 4.4% ▲ 11.0%
Vanguard Capital Management LLC $99.5M 2.7M 4.1% ▲ 1.9%
Armistice Capital, LLC $89.1M 2.4M 3.6% ▼ 11.6%
Erste Asset Management Gmbh $82M 2.2M 3.3% ▼ 20.3%
Nomura Asset Management International Inc. $78.3M 2.1M 3.2% ▲ 41.2%
Geode Capital Management, LLC $58.4M 1.6M 2.4% ▲ 7.2%
Susquehanna International Group, LLP $51M 1.4M 2.1% ▲ 2.3%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Agios Pharmaceuticals, Inc.'s complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $4.9M 40 trades by 8 insiders · 97% under pre-set plans
Net ▼ $4.9M net selling
Insider Date Trade Shares Price Value
Gheuens Sarah Chief Medical Officer October 26, 2026 Sell pre-set plan 7,866 $37.69 $296,470
Gheuens Sarah Chief Medical Officer October 22, 2026 Sell pre-set plan 500 $37.52 $18,760
Gheuens Sarah Chief Medical Officer October 21, 2026 Sell pre-set plan 1,489 $37.53 $55,882
Gheuens Sarah Chief Medical Officer August 4, 2026 Sell pre-set plan 30,000 $30.48 $914,400
Gheuens Sarah Chief Medical Officer July 1, 2026 Sell pre-set plan 4,007 $37.56 $150,503
Goff Brian Chief Executive Officer April 2, 2026 Sell pre-set plan 6,596 $34.71 $228,947
Goff Brian Chief Executive Officer April 2, 2026 Sell pre-set plan 12,472 $34.71 $432,903
Viswanadhan Krishnan Chief Corp Dev & Strategy April 2, 2026 Sell pre-set plan 2,959 $34.71 $102,707
Milanova Tsveta Chief Commercial Officer April 2, 2026 Sell pre-set plan 3,262 $34.71 $113,224
Jones Cecilia Chief Financial Officer April 2, 2026 Sell pre-set plan 3,141 $34.71 $109,024
Gheuens Sarah Chief Medical Officer April 2, 2026 Sell pre-set plan 2,940 $34.71 $102,047
Burns James William Chief Legal Officer April 2, 2026 Sell pre-set plan 3,280 $34.71 $113,849

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 8 trades and filings

In the last 12 months, 1 member of Congress disclosed 3 purchases and 0 sales of Agios Pharmaceuticals, Inc. shares.

  • Gilbert Ray Cisneros, Jr.(D-CA 31):Purchase, $1,001 - $15,000, traded August 20, 2026, filed September 10, 2026
  • Gilbert Ray Cisneros, Jr.(D-CA 31):Purchase, $1,001 - $15,000, traded March 3, 2026, filed April 7, 2026
  • Gilbert Ray Cisneros, Jr.(D-CA 31):Purchase, $1,001 - $15,000, traded December 11, 2025, filed January 12, 2026

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around October 29, 2026 estimated from the company's past filing pattern, not announced

  • July 30, 2026
  • April 29, 2026
  • February 12, 2026
  • October 30, 2025
  • July 31, 2025
  • May 1, 2025

Recent SEC filings

Data status

When each part of this page on Agios Pharmaceuticals, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Agios Pharmaceuticals, Inc. in brief

What does Agios Pharmaceuticals, Inc. do?
Agios Pharmaceuticals, Inc. is a US-listed company in the biotechnology industry. Its financial year ends in December.
What is Agios Pharmaceuticals, Inc.'s stock ticker?
Agios Pharmaceuticals, Inc. trades under the ticker AGIO on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Agios Pharmaceuticals, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Agios Pharmaceuticals, Inc. reported revenue of $98.3M, 140.6% higher than a year earlier, according to its SEC filings.
What is Agios Pharmaceuticals, Inc.'s free cash flow?
Agios Pharmaceuticals, Inc.'s free-cash-flow margin is -371.4% of revenue over the trailing twelve months, ranking 121 of the 176 biotechnology companies we cover.
Who are Agios Pharmaceuticals, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Farallon Capital Management, L.L.C. and State Street Corp. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Agios Pharmaceuticals, Inc.'s market cap?
On November 2, 2026, Agios Pharmaceuticals, Inc.'s market capitalisation was about $1.8B and net debt of -$99.6M. Market figures come from third-party market data and may be delayed.
Who are Agios Pharmaceuticals, Inc.'s competitors?
In our Biotechnology peer group, the companies closest to Agios Pharmaceuticals, Inc. are Septerna, Inc., Kymera Therapeutics, Inc., Xencor Inc, 4d Molecular Therapeutics, Inc. and Verastem, Inc. The side-by-side comparison below sets their revenue, margins and growth against Agios Pharmaceuticals, Inc.'s.
Are insiders buying or selling Agios Pharmaceuticals, Inc. stock?
Over the last 12 months, Agios Pharmaceuticals, Inc.'s directors and officers reported 0 open-market purchases and 40 sales on Form 4. The insider trading page charts every trade.
When is Agios Pharmaceuticals, Inc.'s next earnings date?
Around November 5, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Agios Pharmaceuticals, Inc. announces its own schedule.