B+
Bull case
25%
Probability
Target price
$4.50
Analysis reference price unavailable
Analysis 2026-10-24 · RankAlpha Sentiment Codex
IRWD
IronwoodANasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
Quote time unavailable
Current thesis
Q2 U.S. LINZESS net sales reached $282 million; management cited 4% prescription-demand growth and improved net price, raised full-year guidance, and reported $83 million of adjusted EBITDA.
Posture
Constructive
Lead driver
Value
What changed
Next scheduled catalyst: earnings 2026-10-29.
What can break
Apraglutide STARS-2 enrollment, trial results, and any subsequent regulatory path remain uncertain; no readout date is established. [#SEC-8K-2026-08-06]
Momentum
21
Value
71
Sentiment
73
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $3.30 · Bull $4.50 · Bear $2.50Analysis 2026-10-24; returns require an exact persisted reference.
Earnings
2026-10-29
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-23 • Vendor: Data Vendor v1
Scores
As of 2026-10-23 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-24 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-10-23
Investment thesis
As of 2026-10-23
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-23. Definitions
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $6.10
Why
Momentum21 · Δ7d +3.7
Value71 · Δ7d -0.1
Sentiment73 · Δ7d +2.4
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Confirming evidence
- • Next scheduled catalyst: earnings 2026-10-29.
- • Value remains the lead driver in the composite, 7D delta -0.1.
Contradictions & invalidation
- • Apraglutide STARS-2 enrollment, trial results, and any subsequent regulatory path remain uncertain; no readout date is established. [#SEC-8K-2026-08-06]
- • Failure to sustain prescription growth or meet raised 2026 revenue and EBITDA guidance could pressure shares. [#SEC-8K-2026-08-06]
- • The raised outlook depends partly on net-price benefits, including rebate-related effects, persisting alongside demand growth.
Catalyst clock
2026-10-29
Further debt reduction
Lead driver: Value · See fundamentals
Momentum
21
8% active weight
Current posture
7d trendImproving
Δ7d
+3.7
Δ21d
-38.5
Value
71
47% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
-0.7
Sentiment
73
45% active weight
Current posture
7d trendSoftening
Δ7d
+2.4
Δ21d
-3.4
Why this grade
Composite grade A. Momentum 21.5 / Value 70.6 / Sentiment 73.2
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-24. Scenario method
Most likely
B
Base case
45%
Probability
Target price
$3.30
Analysis reference price unavailable
Analysis 2026-10-24 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$2.50
Analysis reference price unavailable
Analysis 2026-10-24 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-10-23
Fundamentals (TTM)
As of 2026-10-23
Market Cap
$571.73M
Beta
0.16
Shares Out
165.24M
P/E (TTM)
32.7
P/S (TTM)
2.20
P/FCF (TTM)
11.04
Rev YoY
+32.6%
EPS YoY
+123.3%
Gross Margin
+99.5%
Op Margin
+60.6%
Net Debt
$382.35M
Current Ratio
6.06
As of 2026-10-23 • Updated nightlySource: Internal modelMethods & Data