UroGen Pharma stock target cut to $55 at H.C. Wainwright

Published 11/03/2025, 13:30
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On Tuesday, H.C. Wainwright analyst Raghuram Selvaraju adjusted the price target for UroGen Pharma (NASDAQ:URGN) shares to $55.00, down from the previous $64.00, while maintaining a Buy rating on the stock. Selvaraju’s revision followed UroGen Pharma’s announcement of its fourth quarter and full-year financial results for 2024, released on Monday. The company, currently valued at $422 million, reported a slight miss on the top-line revenue for the fourth quarter, with $24.6 million compared to the analyst’s estimate of $25.3 million, though maintaining a solid 15.6% year-over-year revenue growth. InvestingPro analysis reveals 8 additional key insights about URGN’s financial health and growth prospects.

Despite the revenue shortfall, UroGen’s net loss for the full year was narrower than anticipated, at $2.96 per share against the forecasted $3.01 per diluted share. The company concluded the year with a strong cash position of $241.7 million in cash, cash equivalents, and marketable securities. Notably, the company maintains impressive gross profit margins of 90.3% and a robust current ratio of 9.0, indicating strong operational efficiency and ability to meet short-term obligations. This financial stability is anticipated to sustain the company’s operations through the upcoming launch of UGN-102, its leading drug candidate for the treatment of low-grade, intermediate-risk non-muscle-invasive bladder cancer (LG IR NMIBC), and potentially until it reaches cash flow break-even, depending on U.S. sales performance of the drug.

Looking forward, Selvaraju has updated the full-year projections for 2025 and initiated forecasts for 2026, expecting UroGen Pharma to achieve $114.1 million in top-line sales for 2025, with a significant increase to $338.8 million by 2026. The adjustments to the company’s long-term revenue expectations are reflected in the new 12-month price target. Despite the reduction in the price target, the analyst reiterated a Buy rating, indicating continued confidence in the company’s future performance. According to InvestingPro Fair Value analysis, URGN is currently trading near its Fair Value. Discover comprehensive insights and detailed analysis in the Pro Research Report, available exclusively to InvestingPro subscribers.

In other recent news, UroGen Pharma reported fourth-quarter earnings that fell short of analyst expectations. The company posted a loss of $0.80 per share, which was $0.03 worse than the $0.77 loss anticipated by analysts. Revenue for the quarter was $24.56 million, missing the consensus estimate of $28.24 million. UroGen’s flagship product, JELMYTO, generated net product revenue of $24.6 million in the fourth quarter, showing an increase from $23.5 million in the same period last year. For the full year 2024, JELMYTO achieved net product revenue of $90.4 million, compared to $82.7 million in 2023, attributed to a 12% growth in underlying demand revenue. The company highlighted progress with its UGN-102 product for bladder cancer, including the submission of a new drug application ahead of schedule. UroGen ended the year with $241.7 million in cash, cash equivalents, and marketable securities. Looking forward, the company expects full-year 2025 JELMYTO net product revenues between $94 million and $98 million, representing an 8% to 12% year-over-year growth. Operating expenses are projected to be between $215 million and $225 million.

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