Why ACADIA Pharmaceuticals (ACAD) Is Up 6.4% After Raising 2025 Revenue Guidance and Posting Strong Q3

• ACADIA Pharmaceuticals recently reported third quarter 2025 earnings, showing revenue of US$278.63 million and net income of US$71.78 million, alongside an updated full-year guidance projecting revenues between US$1.07 billion and US$1.10 billion.
• The company also announced ongoing interest in acquisitions, highlighting executive confidence in its pipeline and the flexibility afforded by its solid balance sheet.
• We'll examine how the raised revenue guidance alongside strong quarterly results could influence ACADIA's broader investment narrative.

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ACADIA Pharmaceuticals Investment Narrative Recap

If you're considering ACADIA Pharmaceuticals as a shareholder, the key theme is confidence in its ability to maintain revenue growth through demand for NUPLAZID and DAYBUE, while successfully diversifying its pipeline and mitigating concentration risk. The recent earnings beat and slightly raised full-year guidance reinforce the near-term growth catalyst, but don't materially alter the overarching risk from heavy reliance on NUPLAZID for the majority of revenue or address possible long-term pricing pressures.

The most relevant recent announcement is ACADIA’s updated full-year 2025 guidance, raising its projected revenues to between US$1.07 billion and US$1.10 billion. This upward adjustment, following another quarter of positive earnings momentum, may bolster investor optimism around the execution of physician outreach campaigns and expansion strategies that underpin sales growth for existing products, critical for supporting confidence in future pipeline launches.

However, investors should be aware that ACADIA’s ongoing dependence on NUPLAZID leaves the company exposed if...

Read the full narrative on ACADIA Pharmaceuticals (it's free!)

ACADIA Pharmaceuticals is expected to reach $1.4 billion in revenue and $306.0 million in earnings by 2028. Achieving this requires an annual revenue growth rate of 11.6% and an earnings increase of $83.8 million from the current earnings of $222.2 million.

Uncover how ACADIA Pharmaceuticals' forecasts yield a $29.32 fair value, a 22% upside to its current price.

Exploring Other Perspectives

Seven individual fair value estimates from the Simply Wall St Community for ACADIA Pharmaceuticals span a wide range, from US$18 to US$213 per share. Despite this diversity, the persistent concentration risk around NUPLAZID remains a central factor shaping investor debate and potential future outcomes; explore how others see the tradeoff between today's growth and tomorrow's uncertainties.

Explore 7 other fair value estimates on ACADIA Pharmaceuticals - why the stock might be worth 25% less than the current price!

Build Your Own ACADIA Pharmaceuticals Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your ACADIA Pharmaceuticals research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free ACADIA Pharmaceuticals research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate ACADIA Pharmaceuticals' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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