AU · rank #11 · 2026-09-07
URGN
NASDAQ · $2.12B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.228 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$1.30 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 5 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.159 |
| Analyst upside Consensus target $60.00 | +36.1% |
| Momentum acceleration 3-month minus 12-month momentum. | +23.08% |
| 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 commercial-stage urologic oncology company generating revenue from ZUSDURI (bladder cancer) and JELMYTO (upper tract urothelial cancer), with a pipeline NDA filed for UGN-103.
Rationale
The analyst_upside_pct of 36% is supported by 100% revision agreement across 7 analysts and a 199% YoY revenue surge driven by ZUSDURI's rapid commercial ramp, giving the consensus price target a credible fundamental anchor rather than pure sentiment.
Material risks
- 1High target price dispersion of 45% signals deep analyst disagreement on ZUSDURI's peak sales trajectory, meaning the 36% upside figure could be an artifact of one or two outlier bulls rather than a durable consensus view.
- 2Zero insider buying over 90 days combined with a modest EPS miss and ongoing net losses suggests insiders see near-term dilution or execution risk that the bullish analyst consensus may be underweighting.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.