ACAD

It has been about a month since the last earnings report for Acadia Pharmaceuticals (ACAD). Shares have lost about 3.7% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Acadia due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Acadiareported first-quarter 2026 earnings per share (EPS) of 2 cents, which missed the Zacks Consensus Estimate of 4 cents. In the year-ago quarter, the company had reported EPS of 11 cents. In the first quarter, Acadia recorded total revenues of $268.1 million, which missed the Zacks Consensus Estimate of $282 million. ACAD’s net product revenues comprise sales of its two marketed products, Nuplazid (pimavanserin) and Daybue (trofinetide). Total revenues increased 10% year over year, driven by contributions from Daybue and continued growth in Nuplazid's market share. Revenues from Nuplazid increased 5% year over year to $167 million in the first quarter of 2026, driven primarily by volume growth. Nuplazid sales missed the Zacks Consensus Estimate of $179.7 million. Daybue recorded net product sales of $101 million in the reported quarter, up 20% year over year, driven by the growth in the drug’s unit sales as Acadia shipped to more unique patients. The reported figure, however, missed the Zacks Consensus Estimate of $105.6 million. Research and development (R&D) expenses were $76.9 million, down 2% year over year. Selling, general and administrative (SG&A) expenses were $171 million, up 35% year over year, due to increased marketing investments to support the continued growth of Nuplazid and Daybue. Acadia had cash, cash equivalents and investments worth $851 million as of March 31, 2026, compared with $820 million as of Dec. 31, 2025. Acadia continues to expect total revenues from the U.S. sales of its products to be in the range of $1.22-$1.28 billion in 2026. Nuplazid net product sales are expected to be in the range of $760-$790 million, while U.S. sales of Daybue are expected to be between $460 million and $490 million. R&D expenses in 2026 are projected to be in the range of $385-$410 million, while SG&A expenses are expected to be between $660 million...

We didn't see ACADIA Pharmaceuticals Inc.'s (NASDAQ:ACAD) stock surge when it reported robust earnings recently. We looked deeper into the numbers and found that shareholders might be concerned with some underlying weaknesses. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. One key financial ratio used to measure how well a company converts its profit to free cash flow (FCF) is the accrual ratio. The accrual ratio subtracts the FCF from the profit for a given period, and divides the result by the average operating assets of the company over that time. This ratio tells us how much of a company's profit is not backed by free cashflow. Therefore, it's actually considered a good thing when a company has a negative accrual ratio, but a bad thing if its accrual ratio is positive. While it's not a problem to have a positive accrual ratio, indicating a certain level of non-cash profits, a high accrual ratio is arguably a bad thing, because it indicates paper profits are not matched by cash flow. To quote a 2014 paper by Lewellen and Resutek, "firms with higher accruals tend to be less profitable in the future". Over the twelve months to March 2026, ACADIA Pharmaceuticals recorded an accrual ratio of 0.68. That means it didn't generate anywhere near enough free cash flow to match its profit. As a general rule, that bodes poorly for future profitability. In fact, it had free cash flow of US$212m in the last year, which was a lot less than its statutory profit of US$375.7m. We note, however, that ACADIA Pharmaceuticals grew its free cash flow over the last year. However, as we will discuss below, we can see that the company's accrual ratio has been impacted by its tax situation. This would certainly have contributed to the weak cash conversion. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. In addition to the notable accrual ratio, we can see that ACADIA Pharmaceuticals received a tax benefit of US$261m. This is meaningful because companies usually pay tax rather than receive tax benefits. We're sure the company was pleased with its tax benefit. However, the devil in the detail is that these kind of benefits only impact in the year they are b...

It's shaping up to be a tough period for ACADIA Pharmaceuticals Inc. (NASDAQ:ACAD), which a week ago released some disappointing first-quarter results that could have a notable impact on how the market views the stock. Results showed a clear earnings miss, with US$268m revenue coming in 4.6% lower than what the analystsexpected. Statutory earnings per share (EPS) of US$0.02 missed the mark badly, arriving some 58% below what was expected. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Taking into account the latest results, the current consensus from ACADIA Pharmaceuticals' 21 analysts is for revenues of US$1.24b in 2026. This would reflect a solid 13% increase on its revenue over the past 12 months. Statutory earnings per share are expected to plunge 82% to US$0.39 in the same period. Before this earnings report, the analysts had been forecasting revenues of US$1.25b and earnings per share (EPS) of US$0.44 in 2026. So there's definitely been a decline in sentiment after the latest results, noting the real cut to new EPS forecasts. See our latest analysis for ACADIA Pharmaceuticals It might be a surprise to learn that the consensus price target was broadly unchanged at US$31.65, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic ACADIA Pharmaceuticals analyst has a price target of US$45.00 per share, while the most pessimistic values it at US$17.00. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business. These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the ACADIA Pharmaceuticals' past performance and to peers in the same industry. We can infer from the latest estimat...

In early May 2026, ACADIA Pharmaceuticals Inc. reported first-quarter revenue of US$268.06 million with net income of US$3.64 million, while also disclosing a negative regulatory opinion on trofinetide in Europe and reaffirming its full-year outlook. At the same time, the company announced the planned retirement of its Head of Research and Development, Elizabeth H.Z. Thompson, Ph.D., who will remain as a consultant through at least the end of 2026 to support key late-stage clinical milestones. With earnings missing expectations and a setback for trofinetide in Europe, we’ll now examine how this affects ACADIA’s longer-term investment narrative. The future of work is here. Discover the 32 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. To own ACADIA, you need to believe its core neurology and rare disease franchise, led by NUPLAZID and DAYBUE, can offset pipeline and regulatory bumps. The recent earnings miss and negative European opinion on trofinetide may weigh on sentiment, but they do not change that the key near term catalyst is the late 2026 remlifanserin readout, while the biggest risk remains concentrated dependence on a few products and rising development costs. The most relevant update here is the planned retirement of Head of R&D Elizabeth Thompson, who will stay on as a consultant through at least the end of 2026. Her continued involvement during the crucial remlifanserin Phase 2 readout and early Phase 3 work helps support continuity in ACADIA’s development plans at a time when investors are already weighing the impact of the EU trofinetide setback and softer quarterly profitability. But investors should also be aware that growing R&D spend and any further regulatory pushback could... Read the full narrative on ACADIA Pharmaceuticals (it's free!) ACADIA Pharmaceuticals' narrative projects $1.6 billion revenue and $286.9 million earnings by 2029. This requires 13.6% yearly revenue growth and a $104.1 million earnings decrease from $391.0 million today. Uncover how ACADIA Pharmaceuticals' forecasts yield a $31.80 fair value, a 41% upside to its current price. Before this quarter, the most bearish analysts were already assuming revenue of about US$1.4 billion and earnings falling to roughly US$113.6 million by 2029, so if you are worried about trofinetide setbacks and execution risk around...

This article first appeared on GuruFocus. AcadeMedia AB (OSTO:ACAD) is set to release its Q3 2026 earnings on May 11, 2026. The consensus estimate for Q3 2026 revenue is $5.34 billion, and the earnings are expected to come in at $2.90 per share. The full year 2026's revenue is expected to be $20.22 billion and the earnings are expected to be $9.67 per share. More detailed estimate data can be found on the Forecast page. Warning! GuruFocus has detected 5 Warning Sign with OSTO:ACAD. Is OSTO:ACAD fairly valued? Test your thesis with our free DCF calculator. Over the past 90 days, revenue estimates for AcadeMedia AB (OSTO:ACAD) have increased from $20.09 billion to $20.22 billion for the full year 2026, and from $21.14 billion to $21.54 billion for 2027. Earnings estimates have declined from $10.56 per share to $9.67 per share for the full year 2026, and from $11.65 per share to $11.63 per share for 2027. In the previous quarter ending on December 31, 2025, AcadeMedia AB's (OSTO:ACAD) actual revenue was $5.23 billion, which missed analysts' revenue expectations of $5.29 billion by -1.14%. AcadeMedia AB's (OSTO:ACAD) actual earnings were $2.01 per share, which beat analysts' earnings expectations of $1.99 per share by 1.01%. After releasing the results, AcadeMedia AB (OSTO:ACAD) was down by -0.53% in one day. Based on the one-year price targets offered by 2 analysts, the average target price for AcadeMedia AB (OSTO:ACAD) is $125.00, with a high estimate of $130.00 and a low estimate of $120.00. The average target implies an upside of 31.86% from the current price of $94.80. Based on GuruFocus estimates, the estimated GF Value for AcadeMedia AB (OSTO:ACAD) in one year is $82.27, suggesting a downside of -13.22% from the current price of $94.80. Based on the consensus recommendation from 2 brokerage firms, AcadeMedia AB's (OSTO:ACAD) average brokerage recommendation is currently 1.5, indicating a "Buy" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.

- First quarter DAYBUE® GAAP net sales of $101 million, up 20% year-over-year; successful launch of DAYBUE STIX underway - First quarter NUPLAZID® GAAP net sales of $167 million, up 6% year-over-year on a non-GAAP adjusted basis - Reaffirms expectation for topline results from the Phase 2 remlifanserin study in Alzheimer’s disease psychosis between August and October 2026 SAN DIEGO, May 06, 2026--(BUSINESS WIRE)--Acadia Pharmaceuticals Inc. (Nasdaq: ACAD), today announced its financial results for the first quarter ended March 31, 2026. "Acadia delivered a solid first quarter of 2026 with total revenues of $268 million, driven by a strong start from DAYBUE, which generated sales of $101 million," said Catherine Owen Adams, Chief Executive Officer. "We are very encouraged by the early enthusiasm for DAYBUE STIX, which is now broadly available in the U.S., and by the initial uptake during our focused launch. NUPLAZID generated sales of $167 million, supported by strong new referrals and underlying demand, with performance strengthening as the quarter progressed. As we look ahead, we remain focused on advancing our deep, differentiated pipeline, with remlifanserin representing a key value driver as we approach expected Phase 2 topline data in Alzheimer’s disease psychosis later this year. We are reaffirming our full year guidance and remain confident in our ability to deliver long‑term value for both patients and shareholders." Company Updates Full launch of DAYBUE STIX (trofinetide) in the U.S. is underway, with ~30% of STIX patients being either treatment-naive or returning after previously discontinuing the liquid formulation. Phase 2 topline results readout from the remlifanserin Alzheimer’s disease psychosis study remains on track for August to October 2026 timeframe. Accelerated enrollment in the trofinetide clinical trial in Japan, with topline results now anticipated in the September to November 2026 timeframe. Delphi expert consensus panel recently recommended DAYBUE as part of the standard of care for eligible patients with Rett syndrome.1 Financial Results Revenues GAAP total revenues, comprised of net product sales from NUPLAZID and DAYBUE, were $268 million for the first quarter of 2026, up 10% as compared to GAAP total revenues of $244 million in the first quarter of 2025, and up 11% as compared to non-GAAP adjusted total revenues of $242 million...

Acadia Pharmaceuticals ACAD reported first-quarter 2026 earnings per share (EPS) of 2 cents, which missed the Zacks Consensus Estimate of 4 cents. In the year-ago quarter, the company had reported EPS of 11 cents. In the first quarter, Acadia recorded total revenues of $268.1 million, which missed the Zacks Consensus Estimate of $282 million. ACAD’s net product revenues comprise sales of its two marketed products, Nuplazid (pimavanserin) and Daybue (trofinetide). Acadia’s first drug, Nuplazid, is approved in the United States for the treatment of hallucinations and delusions associated with Parkinson’s disease psychosis. ACAD’s second product, Daybue, received approval in 2023 for treating Rett syndrome in adult and pediatric patients aged two years and older. The drug was launched in the United States in April 2023. Total revenues increased 10% year over year, driven by contributions from Daybue and continued growth in Nuplazid's market share. Year to date, Acadia shares have plunged 19.6% compared with the industry’s 1.6% decline. Image Source: Zacks Investment Research Revenues from Nuplazid increased 5% year over year to $167 million in the first quarter of 2026, driven primarily by volume growth. Nuplazid sales missed the Zacks Consensus Estimate of $179.7 million. Daybue recorded net product sales of $101 million in the reported quarter, up 20% year over year, driven by the growth in the drug’s unit sales as Acadia shipped to more unique patients. The reported figure, however, missed the Zacks Consensus Estimate of $105.6 million. Research and development (R&D) expenses were $76.9 million, down 2% year over year. Selling, general and administrative (SG&A) expenses were $171 million, up 35% year over year, due to increased marketing investments to support the continued growth of Nuplazid and Daybue. Acadia had cash, cash equivalents and investments worth $851 million as of March 31, 2026, compared with $820 million as of Dec. 31, 2025. Acadia continues to expect total revenues from the U.S. sales of its products to be in the range of $1.22-$1.28 billion in 2026. Nuplazid net product sales are expected to be in the range of $760-$790 million, while U.S. sales of Daybue are expected to be between $460 million and $490 million. R&D expenses in 2026 are projected to be in the range of $385-$410 million, while SG&A expenses are expected to be between $660 mi...

SAN DIEGO (AP) — SAN DIEGO (AP) — Acadia Pharmaceuticals Inc. (ACAD) on Wednesday reported first-quarter earnings of $3.6 million. On a per-share basis, the San Diego-based company said it had profit of 2 cents. The results fell short of Wall Street expectations. The average estimate of eight analysts surveyed by Zacks Investment Research was for earnings of 4 cents per share. The drugmaker posted revenue of $268.1 million in the period, which also fell short of Street forecasts. Six analysts surveyed by Zacks expected $282.2 million. Acadia expects full-year revenue in the range of $1.22 billion to $1.28 billion. Acadia shares have decreased 19% since the beginning of the year. In the final minutes of trading on Wednesday, shares hit $21.70, a rise of 49% in the last 12 months. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on ACAD at https://www.zacks.com/ap/ACAD

ACADIA reported Q1 revenue of $268 million$1.22–$1.28 billion; DAYBUE sales rose to $101 million (up 20%) and NUPLAZID to $167 million (up 6%), with early uptake of the new DAYBUE STIX formulation (over 250 prescriptions, >220 shipped, ~30% new/restarting and >80% caregiver satisfaction). The near-term clinical catalyst is the phase II readout for remlifanserin in Alzheimer’s disease psychosis expected in Aug–Oct 2026 (biomarker-confirmed enrollment, trial powered for ~0.4 effect size); trofinetide enrollment in Japan should complete this quarter with top-line results in Sep–Nov 2026 and a European reexamination expected by late June. NUPLAZID saw a temporary refill-timing headwind but underlying demand grew (~8%) with physician referrals up ~11%; ACADIA expanded customer-facing teams by 30%, increased SG&A to $171 million to support commercial growth, and ended the quarter with $851 million in cash while targeting ~$1 billion annual sales by 2028. Interested in ACADIA Pharmaceuticals Inc.? Here are five stocks we like better. Acadia Pharmaceuticals: A Mid-Cap Biotech Making Large Moves ACADIA Pharmaceuticals (NASDAQ:ACAD) reported first-quarter 2026 total revenue of $268 million, and executives said the company is maintaining its full-year outlook as it advances a pipeline led by remlifanserin in Alzheimer’s disease psychosis and trofinetide in Japan. Chief Executive Officer Catherine Owen Adams said the quarter represented “a solid start to the year,” with total revenue up 11% year over year on an adjusted basis. The company posted DAYBUE sales of $101 million, up 20%, and NUPLAZID sales of $167 million, up 6% year over year on an adjusted basis. Adams said ACADIA is reaffirming 2026 net sales guidance for both brands and reiterated total revenue guidance of $1.22 billion to $1.28 billion. → 3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries Chief Commercial Officer Thomas Garner attributed DAYBUE’s performance to strong referral volumes, new patient starts, and “meaningful re-engagement of previously discontinued patients” following the launch of DAYBUE STIX, a powder for oral solution formulation of trofinetide. During the quarter, ACADIA initially launched DAYBUE STIX with a focus on Rett syndrome Centers of Excellence (COEs), then broadened availability in early April. Garner said that through Q1 the company received DAYBUE STIX p...

Image source: The Motley Fool. Wednesday, May 6, 2026 at 4:30 p.m. ET Chief Executive Officer — Catherine Owen Adams Chief Commercial Officer — Thomas Garner Executive Vice President, Head of Research and Development — Elizabeth Thompson, PhD Chief Financial Officer — Mark C. Schneyer Vice President, Investor Relations — Albert Kildani Need a quote from a Motley Fool analyst? Email [email protected] Albert Kildani: Good afternoon, and thank you for joining us on today's call to discuss ACADIA Pharmaceuticals Inc.'s First Quarter 2026 Financial Results. Joining me on the call today from ACADIA Pharmaceuticals Inc. are Catherine Owen Adams, our Chief Executive Officer, who will provide opening remarks; followed by Thomas Garner, our Chief Commercial Officer, who will discuss our commercial brands, DAYBUE and NUPLAZID. Also joining us are Elizabeth Thompson, PhD, Executive Vice President, Head of Research and Development, who will provide an update on our pipeline programs; and Mark C. Schneyer, our Chief Financial Officer, who will review the financial highlights. Catherine will then provide closing remarks before we open the call for your questions. We are using supplemental slides available on our website in the Events and Presentations section. On today's call, both GAAP and non-GAAP financial measures will be discussed, including non-GAAP NUPLAZID net sales and non-GAAP total revenues. The non-GAAP financial measures, also referred to as adjusted financial measures, pertain only to NUPLAZID sales in 2025 and their impact on total revenues. All references to non-GAAP are reconciled with the most directly comparable GAAP financial measures in our earnings press release and slide presentation, which have been posted on the Investors page of the company's website. Before proceeding, I would like to remind you that during our call today, we will be making several forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements, including goals, expectations, plans, prospects, growth potential, timing of events, future results, and financial guidance, are based on current information, assumptions, and expectations that are inherently subject to change, and involve several risks and uncertainties that may cause results to differ materially. These factors and other risks associated with our business...

Acadia Pharmaceuticals (ACAD) came out with quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.11 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -54.23%. A quarter ago, it was expected that this drugmaker would post earnings of $0.12 per share when it actually produced earnings of $0.16, delivering a surprise of +33.33%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Acadia, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $268.06 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 5%. This compares to year-ago revenues of $244.32 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Acadia shares have lost about 16.3% since the beginning of the year versus the S&P 500's gain of 6%. While Acadia has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Acadia was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy)...

Acadia Pharmaceuticals (ACAD) reported Q1 earnings late Wednesday of $0.02 per diluted share, down f