AU · rank #6 · 2026-09-09
URGN
NASDAQ · $2.12B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.769 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$1.30 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 5 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.153 |
| Analyst upside Consensus target $60.00 | +36.9% |
| Momentum acceleration 3-month minus 12-month momentum. | +20.58% |
| 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 signal is reinforced by unanimous upward EPS revisions (+100% agreement, +$1.57 over 60 days), a strong 4.38/5 analyst rating, and 199% YoY revenue growth driven by ZUSDURI's rapid commercial ramp, giving fundamental substance to the 37% consensus price target gap.
Material risks
- 1Revenue concentration in two specialty urologic products means any slowdown in ZUSDURI physician adoption, formulary access, or reimbursement coverage would directly collapse the growth thesis that underpins the analyst upside.
- 2High target price dispersion (45%) across only 7 analysts signals wide disagreement on ZUSDURI's peak sales potential, and the Q2 EPS miss alongside ongoing net losses means the path to profitability remains execution-dependent and capital-constrained.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.