DailyIQ
Last updated 3 minutes ago

UTHR·United Therapeutics Corporation

$.
-. (-.%)
After Hours
High
$553.86
Open
$553.86
Market Cap
23.22B
52W High
$609.35
Low
$539.33
P. Close
$547.06
P/E
18.04
52W Low
$272.12
Fwd P/E
16.56
DailyIQ Est.
$687.73
Technical Score (1D)
41
SELL
News Sentiment
84
BULLISH
United Therapeutics’ FDA pre‑market approval of its LungFX ex‑vivo lung perfusion device is the headline change, confirming the company’s ability to bring a new platform to market. The approval follows encouraging phase‑3 results for Tyvaso in the TETON‑1 study, reinforcing the strength of UTHR’s therapeutic pipeline. Together, these developments suggest that UTHR could see a lift in revenue streams over the next 1–10 trading days as commercialization plans move forward. Insider selling under trading plans has been noted, but the company’s year‑to‑date return of 10% and 1‑year total shareholder return of 85% indicate that the market remains confident in the long‑term narrative. The FDA clearance is likely to increase investor expectations for near‑term earnings, so traders should watch for any guidance updates in the upcoming quarterly report. Pay particular attention to the company’s projected commercialization timeline for LungFX, as any delay could temper the upside. Also monitor for additional FDA filings or regulatory milestones that could further validate the product’s market readiness. Finally, keep an eye on Tyvaso’s commercial performance once it enters the market, as it will test the robustness of the positive phase‑3 data.
Earnings Summary
United Therapeutics Corporation is a biotechnology firm specializing in therapies for pulmonary arterial hypertension and other high‑margin indications, with a portfolio that includes Tyvaso, Remodulin, and Unituxin, and a growing pipeline of novel agents such as Ralinepag and Aurora‑GT. The company operates within the specialty drug manufacturing sector, focusing on niche, life‑saving treatments that command premium pricing. In Q4 2024 the company reported earnings per share of $6.19, slightly below the $6.27 estimate, while revenue rose to $735.9 million, a modest increase from prior periods but falling short of the $829.3 million estimate for Q4 2025; in that quarter EPS climbed to $7.70, surpassing the $7.33 estimate, yet revenue of $790.2 million again missed the $829.3 million forecast, indicating a pattern of earnings growth coupled with revenue shortfalls. Over the two quarters examined, EPS grew by roughly 25 % year‑over‑year, and revenue increased about 7 %, but the company has consistently beat or missed analyst expectations in alternating quarters, suggesting volatility in revenue forecasting while maintaining a positive earnings trajectory. Recent news highlights include a significant insider sale by the CEO, which may signal liquidity concerns or a shift in confidence, alongside robust clinical wins for Tyvaso and Ralinepag that reinforce growth expectations; the FDA pre‑market approval of the LungFX ex‑vivo perfusion system and the acquisition of Thymmune Therapeutics expand the company’s organ perfusion and regenerative medicine capabilities, potentially opening new revenue streams; and RBC Capital’s price‑target upgrade to $704 reflects renewed bullish sentiment tied to upcoming FDA filings for Ralinepag and Nebulized Tyvaso. Investors should watch for the Q2 2026 earnings release to assess whether the company can sustain its EPS growth trend, monitor any updates on FDA review progress for the new indications, and keep an eye on insider trading activity and regulatory milestones that could materially influence the company’s valuation and market perception.

EPS

EstBeatMiss
$5.96$6.45$6.95$7.44$7.93Q4'24Q4'25Q2'26
QtrEstActual+/−
Q2'26$7.04 - -
Q4'25$7.33$7.70+5.1%
Q4'24$6.27$6.19-1.2%

Revenue

EstBeatMiss
$722M$752M$783M$813M$843MQ4'24Q4'25Q2'26
QtrEstActual+/−
Q2'26$824M - -
Q4'25$829M$790M-4.7%
Q4'24 - $736M -

Market Data

UTHR Stock Snapshot

UTHR is currently trading at $547.06, giving United Therapeutics Corporation a market cap of 23.22B and a P/E ratio of 18.0. Today's range spans $539.33–$553.86, with shares opening at $553.86 and moving up $0.00 (0.0%) from the prior close. DailyIQ's technical score sits at 41/100 (HOLD) with a news sentiment reading of 84/100.

Over the past year UTHR has traded between $272.12 and $609.35 - the current price is +101.0% off the 52-week low and -10.2% from the high. 24 analysts cover the stock with a Buy consensus and a mean 12-month target of $664.00 (range $516.00–$750.00), implying upside of +21.4%.

United Therapeutics Corporation (UTHR) has 23.22B in Healthcare market capitalization and is currently neutral on the technical dashboard: 41/100, HOLD, price $547.06 (in the upper portion of its 52-week range). Sentiment reads bullish at 84/100. (P/E: 18.0) In this tier, quiet accumulation often happens in HOLD phases - active managers who want to build positions without signaling do it here, where the price isn't trending and volume patterns are easier to hide. Annual range: $272.12–$609.35.

In neutral phases, large-cap Healthcare names like UTHR are often where sector rotation debates play out quietly — at 23.22B in capitalization, the stock receives incremental allocation from funds reducing mega-cap exposure without the volatility of a small-cap entry. The 41/100 (HOLD) and bullish sentiment (84/100) at $547.06 (in the upper portion of its 52-week range) describe a stock that is being considered rather than avoided.