UroGen Pharma price target lowered to $40 at H.C. Wainwright

Published 11/08/2025, 12:28
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Investing.com - H.C. Wainwright lowered its price target on UroGen Pharma (NASDAQ:URGN) to $40.00 from $50.00 on Monday, while maintaining a Buy rating on the stock. According to InvestingPro data, the company maintains impressive gross profit margins of 89%, though it’s currently experiencing rapid cash burn.

The firm adjusted its target following UroGen’s second-quarter 2025 financial results, which showed revenue of $24.2 million, falling short of H.C. Wainwright’s forecast of $25.9 million. Despite this miss, JELMYTO, the company’s treatment for upper tract urothelial carcinoma, delivered 11% year-over-year revenue growth, aligning with the company’s overall revenue growth rate of 11% over the last twelve months.

H.C. Wainwright revised its full-year 2025 revenue forecast for UroGen to $106 million from $112.1 million previously, while its 2026 revenue estimate was reduced to $249.9 million from $292.1 million. The firm also widened its projected 2025 net loss to $3.37 per share from $3.10 per share.

The analyst firm expressed optimism about ZUSDURI (formerly UGN-102), UroGen’s recently approved treatment for low-grade, intermediate-risk non-muscle-invasive bladder cancer, suggesting it could reach blockbuster status by 2030 due to the larger target market compared to JELMYTO.

H.C. Wainwright maintained that UroGen could achieve cash flow-positive status in the second half of 2026, with ZUSDURI uptake expected to accelerate in late 2025 and early 2026. With a market capitalization of $821 million and analyst consensus strongly bullish at 1.5 (where 1 is Strong Buy), investors can access detailed financial analysis and 12 additional ProTips through InvestingPro’s comprehensive research reports.

In other recent news, UroGen Pharma reported its second-quarter 2025 earnings, showing a net loss of $1.50 per share, which was larger than the anticipated loss of $0.83 per share. Despite this, the company posted net product revenues of $24.2 million, surpassing the forecasted $23.13 million and marking an 11% increase compared to the same period last year. Following the earnings report, Guggenheim raised its price target for UroGen Pharma to $32.00 from $30.00, while maintaining a Buy rating. Guggenheim emphasized UroGen’s focus on the launch of Zusduri, a treatment approved in June for recurrent low-grade intermediate-risk non-muscle invasive bladder cancer. The firm sees Zusduri as a significant opportunity in a U.S. market potentially worth $5 billion, with expectations of over $1 billion in peak sales. These developments reflect UroGen’s strategic efforts in expanding its market presence and product offerings.

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