IRWD
IronwoodANasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
At close
2026-07-17
Current thesis
The packet's strongest evidence is still primary-company: Q1 2026 showed a sharp earnings and EBITDA inflection, guidance was maintained, and the pediatric LINZESS approval added a tangible label-expansion win. That combination supports a constructive monitoring thesis if LINZESS pricing/demand durability holds and apraglutide execution starts to de-risk.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +16.1.
What can break
Apraglutide still needs successful confirmatory Phase 3 execution, and this packet does not confirm site initiation or enrollment progress beyond management's May 7 statement that Q2 2026 startup was expected. [#SEC-8K-2026-05-07]
Momentum
75
Value
70
Sentiment
96
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $6.20 · Bull $7.80 · Bear $3.40
Data freshness
Prices
As of 2026-07-17
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-17 • Model: HYBRID_IC_RP
AI Memo
As of 2026-07-11 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-17
Investment thesis
As of 2026-07-17
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $7.23
Why
Momentum75 · Δ7d -21.2
Value70 · Δ7d +0.4
Sentiment96 · Δ7d +16.1
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Sentiment · See AI snapshot
Momentum
75
26% active weight
Current posture
7d trendSoftening
Δ7d
-21.2
Δ21d
+34.6
Value
70
39% active weight
Current posture
7d trendFlat
Δ7d
+0.4
Δ21d
+0.4
Sentiment
96
34% active weight
Current posture
7d trendImproving
Δ7d
+16.1
Δ21d
+16.9
Why this grade
Composite grade A. Momentum 75.3 / Value 70.3 / Sentiment 96.4
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$635.41M
Beta
0.16
Shares Out
164.61M
P/E (TTM)
32.7
P/S (TTM)
2.20
P/FCF (TTM)
11.04
Rev YoY
+158.9%
EPS YoY
-205.3%
Gross Margin
+99.5%
Op Margin
+36.3%
Net Debt
$382.35M
Current Ratio
1.41
As of 2026-07-17 • Updated nightlySource: Internal modelMethodology

