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UroGen Pharma Ltd.NasdaqGM:URGN Stock Report

Market Cap US$1.4b
Share Price
US$28.89
US$36.11
20.0% undervalued intrinsic discount
1Y589.5%
7D1.1%
1D
Portfolio Value
View

UroGen Pharma Ltd.

NasdaqGM:URGN Stock Report

Market Cap: US$1.4b

UroGen Pharma (URGN) Stock Overview

A biotechnology company, engages in the development and commercialization of solutions for urothelial and specialty cancers. More details

URGN fundamental analysis
Snowflake Score
Valuation4/6
Future Growth5/6
Past Performance0/6
Financial Health0/6
Dividends0/6

URGN Community Fair Values

Create Narrative

See what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.

UroGen Pharma Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for UroGen Pharma
Historical stock prices
Current Share PriceUS$28.89
52 Week HighUS$32.37
52 Week LowUS$3.61
Beta1.59
1 Month Change19.83%
3 Month Change39.23%
1 Year Change589.50%
3 Year Change189.77%
5 Year Change63.96%
Change since IPO106.65%

Recent News & Updates

Narrative Update May 21

URGN: Future Regulatory And Funding Setbacks Will Likely Restrain Upside Potential

Narrative Update on UroGen Pharma The updated analyst price target for UroGen Pharma has shifted from about $19.68 to roughly $20.86 as analysts incorporate recent initiations and target increases, including the $5 and $6 target hikes and renewed Buy views, into their valuation work. Analyst Commentary Recent research on UroGen Pharma has leaned constructive, with several firms initiating or reaffirming Buy views and lifting their price targets.
Seeking Alpha May 07

UroGen Q1 Review: Zusduri Launch Accelerates, With Profitability Anticipated By 2027

Summary UroGen Pharma is reaffirmed as a Strong Buy, with a 12-month price target raised to $39/share, reflecting robust Q1 2026 results. Zusduri sales more than doubled QoQ to $29.2M, driven by the January J-code assignment, validating the trajectory toward profitability by 2027. URGN's path to profitability is underpinned by >91% gross margins, disciplined expense control, and a realistic break-even threshold of $305M annual revenue. Risks include execution on Zusduri adoption, debt burden, and long-term generic threats, but current sales momentum and operating leverage support the bullish thesis. Read the full article on Seeking Alpha

Recent updates

Narrative Update May 21

URGN: Future Regulatory And Funding Setbacks Will Likely Restrain Upside Potential

Narrative Update on UroGen Pharma The updated analyst price target for UroGen Pharma has shifted from about $19.68 to roughly $20.86 as analysts incorporate recent initiations and target increases, including the $5 and $6 target hikes and renewed Buy views, into their valuation work. Analyst Commentary Recent research on UroGen Pharma has leaned constructive, with several firms initiating or reaffirming Buy views and lifting their price targets.
Seeking Alpha May 07

UroGen Q1 Review: Zusduri Launch Accelerates, With Profitability Anticipated By 2027

Summary UroGen Pharma is reaffirmed as a Strong Buy, with a 12-month price target raised to $39/share, reflecting robust Q1 2026 results. Zusduri sales more than doubled QoQ to $29.2M, driven by the January J-code assignment, validating the trajectory toward profitability by 2027. URGN's path to profitability is underpinned by >91% gross margins, disciplined expense control, and a realistic break-even threshold of $305M annual revenue. Risks include execution on Zusduri adoption, debt burden, and long-term generic threats, but current sales momentum and operating leverage support the bullish thesis. Read the full article on Seeking Alpha
Narrative Update May 03

URGN: Future Regulatory And Cost Setbacks Will Likely Restrain Upside Potential

Analysts have raised their price target on UroGen Pharma from $16.57 to $19.68 as updated assumptions for revenue growth, profit margins and a lower future P/E multiple align with a recently initiated bullish view on the stock. Analyst Commentary Recent research commentary on UroGen Pharma reflects a bullish initiation that aligns with the higher price target.
Narrative Update Apr 18

URGN: Future Profit Margins Will Improve Through LG UTUC Trial Momentum

Analysts have nudged their price target for UroGen Pharma higher to $36.11 from $35.63, reflecting updated assumptions around discount rates, revenue growth, profit margin, and future P/E following recent bullish Street research coverage. Analyst Commentary Recent Street research on UroGen Pharma has leaned constructive, which feeds into the modest uptick in the blended price target to $36.11.
Narrative Update Apr 03

URGN: Future Profit Margins Will Improve Through New J Code Reimbursement

Analysts have modestly fine-tuned their price target framework for UroGen Pharma, keeping fair value around $35.63. Small adjustments to the discount rate, revenue growth, profit margin, and forward P/E reflect updated assumptions rather than a major change in outlook.
Narrative Update Mar 20

URGN: Future Profit Margins Will Benefit From New J Code And Loan Refinancing

Analysts kept their fair value estimate for UroGen Pharma steady at $35.63 while making only minimal adjustments to assumptions around discount rate, revenue growth, profit margin, and future P/E. These changes reflect updated views on operating costs and financing conditions, similar to those that recently led to modest target reductions in other healthcare names.
Narrative Update Mar 05

URGN: Future Profit Margins Will Benefit From New J Code Reimbursement

Analysts now place UroGen Pharma's fair value at about $35.63, compared with the prior $35.25. This reflects updated assumptions around a slightly higher discount rate, modestly adjusted revenue growth and profit margin expectations, and a higher future P/E estimate.
Analysis Article Dec 05

UroGen Pharma Ltd. (NASDAQ:URGN) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

UroGen Pharma Ltd. ( NASDAQ:URGN ) shareholders have had their patience rewarded with a 26% share price jump in the...
Narrative Update Nov 26

URGN: Future Profit Margins Will Benefit From Recent Regulatory Milestones

Analysts have raised their price target for UroGen Pharma from $33.75 to $35.25. They cite expectations of stronger revenue growth and improved profit margins as key drivers for the increase.
Analysis Article Oct 06

UroGen Pharma Ltd.'s (NASDAQ:URGN) Price Is Out Of Tune With Revenues

It's not a stretch to say that UroGen Pharma Ltd.'s ( NASDAQ:URGN ) price-to-sales (or "P/S") ratio of 8.5x right now...
Narrative Update Sep 09

Office-Based Urology Therapies And Demographic Trends Will Redefine Care

Driven by an improved net profit margin and a modest reduction in future P/E, analysts have raised UroGen Pharma’s consensus price target from $32.00 to $33.75. What's in the News ZUSDURI (mitomycin) received FDA approval as the first and only approved therapy for adults with recurrent low-grade intermediate-risk non-muscle invasive bladder cancer (LG-IR-NMIBC), with U.S. availability expected on or around July 1, 2025.
Narrative Update Aug 15

Office-Based Urology Therapies And Demographic Trends Will Redefine Care

As there is no change in the key metrics—consensus price target ($31.43), discount rate (6.85%), and future P/E (15.67x)—analyst valuation for UroGen Pharma remains steady, reflecting an unchanged fair value. What's in the News ZUSDURI (mitomycin) received FDA approval as the first and only medication for adults with recurrent low-grade intermediate-risk non-muscle invasive bladder cancer (LG-IR-NMIBC), with U.S. availability expected on or around July 1, 2025.
Analysis Article Aug 10

The UroGen Pharma Ltd. (NASDAQ:URGN) Second-Quarter Results Are Out And Analysts Have Published New Forecasts

NasdaqGM:URGN 1 Year Share Price vs Fair Value Explore UroGen Pharma's Fair Values from the Community and select yours...
Analysis Article Jul 07

Optimistic Investors Push UroGen Pharma Ltd. (NASDAQ:URGN) Shares Up 84% But Growth Is Lacking

UroGen Pharma Ltd. ( NASDAQ:URGN ) shareholders would be excited to see that the share price has had a great month...
Analysis Article May 17

Lacklustre Performance Is Driving UroGen Pharma Ltd.'s (NASDAQ:URGN) 30% Price Drop

The UroGen Pharma Ltd. ( NASDAQ:URGN ) share price has fared very poorly over the last month, falling by a substantial...
Analysis Article May 15

Earnings Release: Here's Why Analysts Cut Their UroGen Pharma Ltd. (NASDAQ:URGN) Price Target To US$32.63

It's shaping up to be a tough period for UroGen Pharma Ltd. ( NASDAQ:URGN ), which a week ago released some...
User avatar
New Narrative May 07

UGN-102 Approval Will Broaden Bladder Cancer Treatment Options

Anticipated approval of UGN-102 could significantly expand UroGen Pharma's market, boosting revenues with its compelling response rates and potential pricing power.
Analysis Article Feb 12

Improved Revenues Required Before UroGen Pharma Ltd. (NASDAQ:URGN) Shares Find Their Feet

You may think that with a price-to-sales (or "P/S") ratio of 4.8x UroGen Pharma Ltd. ( NASDAQ:URGN ) is definitely a...
Seeking Alpha Jan 31

UroGen: Upcoming PDUFA, Some Concerns Remain

Summary UroGen's Jelmyto, a gel-based mitomycin product for LG-UTUC, achieved $25.2mn in Q3 2024, marking a 20% YoY increase. Lead candidate UGN-102 shows promise in treating low-grade intermediate risk NMIBC, with significant clinical trial success and a PDUFA date set for June 13, 2025. Financially, UroGen has a market cap of $464mn and a cash runway of 8-9 quarters, despite facing patent challenges from Teva. Despite promising data and market potential, UroGen's low market cap suggests caution; a pilot investment is recommended with awareness of associated risks. Read the full article on Seeking Alpha
Analysis Article Nov 18

Is UroGen Pharma (NASDAQ:URGN) Weighed On By Its Debt Load?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Aug 28

UroGen Pharma: There Is Some Potential Here

Summary UroGen Pharma Ltd. focuses on urothelial and specialty cancers, with Jelmyto approved for LG-UTUC and promising pipeline candidates like UGN-102 for bladder cancer. UGN-102 should garner FDA approval in the first half of 2025 and has a much bigger potential market than Jelmyto. UroGen is also advancing some next-generation candidates within its pipeline and has adequate near-term funding in place. An analysis around UroGen Pharma follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Jun 17

UroGen: Q3 NDA Opens Hefty Revenue Opportunity

Summary ENVISION DOR data released in Q2, 2024 showed an unprecedented 82.3% Duration of Response for UGN-102. Following such positive data, it expects to make an FDA submission late in Q3, 2024, with potential for priority review. UroGen Pharma's blockbuster drug potential, liquidity, and modest market cap make it a strong buy. Read the full article on Seeking Alpha
Analysis Article Jun 14

UroGen Pharma Ltd.'s (NASDAQ:URGN) Share Price Boosted 35% But Its Business Prospects Need A Lift Too

UroGen Pharma Ltd. ( NASDAQ:URGN ) shareholders would be excited to see that the share price has had a great month...
Analysis Article Apr 09

UroGen Pharma Ltd. (NASDAQ:URGN) Looks Inexpensive After Falling 27% But Perhaps Not Attractive Enough

UroGen Pharma Ltd. ( NASDAQ:URGN ) shares have had a horrible month, losing 27% after a relatively good period...
Seeking Alpha Mar 18

UroGen: All Eyes On UGN-102

Summary JELMYTO revenues are growing but not by enough to support UroGen's operations. Guided financials show ongoing losses with adequate liquidity for its near-term UGN-102 development. If all goes as hoped, UroGen will launch UGN-102 in Q1 2025. Read the full article on Seeking Alpha
Analysis Article Mar 17

UroGen Pharma Ltd. (NASDAQ:URGN) Just Released Its Annual Results And Analysts Are Updating Their Estimates

It's been a sad week for UroGen Pharma Ltd. ( NASDAQ:URGN ), who've watched their investment drop 20% to US$14.46 in...
Analysis Article Jan 18

UroGen Pharma Ltd. (NASDAQ:URGN) Looks Inexpensive But Perhaps Not Attractive Enough

UroGen Pharma Ltd.'s ( NASDAQ:URGN ) price-to-sales (or "P/S") ratio of 6.2x might make it look like a strong buy right...

Shareholder Returns

URGNUS BiotechsUS Market
7D1.1%2.4%1.1%
1Y589.5%34.6%28.7%

Return vs Industry: URGN exceeded the US Biotechs industry which returned 34.6% over the past year.

Return vs Market: URGN exceeded the US Market which returned 28.7% over the past year.

Price Volatility

Is URGN's price volatile compared to industry and market?
URGN volatility
URGN Average Weekly Movement9.9%
Biotechs Industry Average Movement10.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Stable Share Price: URGN has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: URGN's weekly volatility (10%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
2004298Liz Barrettwww.urogen.com

UroGen Pharma Ltd., a biotechnology company, engages in the development and commercialization of solutions for urothelial and specialty cancers. It offers RTGel, a novel proprietary polymeric biocompatible, reverse thermal gelation hydrogel technology; Mitomycin a generic drug used off-label as an adjuvant chemotherapy for the treatment of low-grade NMIBC after trans-urethral resection of bladder tumor; Zusduri, a sustained-release formulation of mitomycin for the treatment of non-muscle invasive bladder cancer (NMIBC); and Jelmyto for pyelocalyceal solutions. The company’s lead product candidates are UGN-103, which is in phase 3 of clinical trial for intravesical solution; and UGN-104 that is in phase 3 of clinical trial for pyelocalyceal solution designed for the treatment of several forms of non-muscle invasive urothelial cancer that include low-grade upper tract urothelial cancer and low-grade intermediate risk NMIBC.

UroGen Pharma Ltd. Fundamentals Summary

How do UroGen Pharma's earnings and revenue compare to its market cap?
URGN fundamental statistics
Market capUS$1.41b
Earnings (TTM)-US$133.22m
Revenue (TTM)US$140.49m
10.0x
P/S Ratio
-10.6x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
URGN income statement (TTM)
RevenueUS$140.49m
Cost of RevenueUS$14.26m
Gross ProfitUS$126.24m
Other ExpensesUS$259.46m
Earnings-US$133.22m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-2.73
Gross Margin89.85%
Net Profit Margin-94.83%
Debt/Equity Ratio-152.5%

How did URGN perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/25 16:08
End of Day Share Price 2026/05/22 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

UroGen Pharma Ltd. is covered by 22 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Anita DushyanthBerenberg
Jason KolbertD. Boral Capital LLC.
Paul ChoiGoldman Sachs