AU · rank #13 · 2026-09-10
URGN
NASDAQ · $2.20B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.176 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$1.30 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 5 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.172 |
| Analyst upside Consensus target $60.00 | +33.3% |
| Momentum acceleration 3-month minus 12-month momentum. | +17.54% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.38 |
| Gross margin TTM | +90.8% |
| 52w high | $50.81 |
| Market cap (USD) | $2.20B |
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 33% with a near-perfect 4.375 rating from 7 analysts and 100% revision agreement on upward EPS revisions over 30/60/90 days is directly reinforced by ZUSDURI's explosive commercial ramp—$50.4M in a single quarter—validating the consensus growth thesis.
Material risks
- 1Revenue concentration in ZUSDURI's early commercial ramp means any slowdown in physician adoption, formulary access, or reimbursement decisions could rapidly collapse the growth trajectory underpinning analyst targets.
- 2The 45% target price dispersion among only 7 analysts signals wide disagreement on terminal value, and the slight Q2 EPS miss alongside ongoing net losses means the path to profitability remains execution-dependent with potential capital needs.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.