AU · rank #13 · 2026-09-08
URGN
NASDAQ · $2.12B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.307 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$1.30 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 5 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.186 |
| Analyst upside Consensus target $60.00 | +36.1% |
| Momentum acceleration 3-month minus 12-month momentum. | +31.01% |
| 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 two marketed bladder cancer therapies, ZUSDURI and JELMYTO, with a pipeline NDA filed for UGN-103.
Rationale
The analyst_upside_pct of 36% is reinforced by a real fundamental catalyst—ZUSDURI's 199% YoY revenue surge and NDA submission for UGN-103 give analysts concrete upward revision hooks, consistent with 100% revision agreement and positive 30/60/90-day EPS revisions.
Material risks
- 1Revenue is highly concentrated in two urologic oncology products with no contracted backlog, meaning any slowdown in ZUSDURI physician adoption or reimbursement pushback would rapidly collapse the consensus revenue ramp underpinning the 36% analyst upside.
- 2High target dispersion (45%) among only 7 analysts signals wide disagreement on ZUSDURI's peak sales trajectory, and the Q2 EPS miss alongside zero insider buying suggests insiders are not confirming the bull case with capital.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.