United Therapeutics (UTHR): Revisiting Valuation After Q3 2025 Growth, Strong 2027 Guidance and Rising Institutional Interest

United Therapeutics (UTHR) just posted third quarter 2025 earnings showing 7% revenue growth year over year, and the combination of stronger guidance and advancing clinical trials has clearly attracted more institutional buyers.

See our latest analysis for United Therapeutics.

The latest earnings beat and ambitious 2027 revenue guidance have helped fuel a 20% 3 month share price return and a powerful 5 year total shareholder return of roughly 250%, suggesting momentum is still building despite some recent insider selling.

If United Therapeutics has sharpened your focus on resilient healthcare names, this could be a good moment to explore other potential leaders through healthcare stocks.

With shares up sharply and the stock still trading below some fair value estimates, the key question now is whether United Therapeutics remains undervalued or if the market has already priced in its next leg of growth.

Most Popular Narrative Narrative: 7.2% Undervalued

With United Therapeutics last closing at $480.96 against a narrative fair value of $518.25, the valuation framework leans toward upside driven by specific growth levers.

The company's innovation wave pipeline including studies in progressive fibrosis, next generation delivery platforms (oral, implantable), and organ manufacturing (xenotransplant/3D printing) positions United Therapeutics to benefit from the expanding focus on personalized and regenerative medicine, which can create new revenue streams and margin expansion opportunities as these long horizon technologies approach clinical milestones and eventual commercialization.

Read the complete narrative.

Curious how a mid teens growth outlook, steady margins, and a richer future earnings multiple add up to that higher price tag? The full narrative unpacks the exact revenue ramp, profit profile, and valuation bridge that connect today’s share price to that ambitious fair value target.

Result: Fair Value of $518.25 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, setbacks in key trials or faster than expected competitive pressure on the PAH franchise could quickly challenge the growth assumptions that support this valuation.

Find out about the key risks to this United Therapeutics narrative.

Build Your Own United Therapeutics Narrative

If you see the story differently or want to stress test the assumptions with your own inputs, you can build a custom view in minutes, Do it your way.

A great starting point for your United Therapeutics research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

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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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