AU · rank #8 · 2026-09-04
URGN
NASDAQ · $2.12B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.801 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$1.30 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 5 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.171 |
| Analyst upside Consensus target $60.00 | +33.7% |
| Momentum acceleration 3-month minus 12-month momentum. | +32.47% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.38 |
| Gross margin TTM | +90.8% |
| 52w high | $50.81 |
| Market cap (USD) | $2.12B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
UroGen Pharma is a urologic oncology specialist commercializing sustained-release intravesical therapies ZUSDURI and JELMYTO while advancing UGN-103 and UGN-501 through its proprietary gel-delivery platform.
Rationale
The analyst_upside_pct of 33.7% is backed by 100% revision agreement across 5 net upward EPS revisions in 30 days and 3 target raises, all anchored to a concrete fundamental catalyst — ZUSDURI's 199% YoY revenue surge and near-breakeven operating income in Q2 2026 — making the consensus upgrade cycle credible rather than sentiment-only.
Material risks
- 1Revenue visibility is entirely adoption-dependent with no contracted backlog, meaning any deceleration in ZUSDURI physician uptake or reimbursement disruption to the J-code would immediately collapse the consensus growth trajectory underpinning the target raises.
- 2The Teva settlement permitting generic JELMYTO entry in 2030 compresses the dual-product revenue window, and UGN-103 NDA approval timing introduces binary regulatory risk that could invalidate the profitability path management is guiding toward.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.