Neurocrine (NBIX) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Neurocrine Biosciences reported $805.5 million in revenue for Q4 2025, marking a year-over-year increase of 28.3% and exceeding the Zacks Consensus Estimate by 2.89% [1] - The company's EPS for the same quarter was $1.88, which is a significant increase from $1.00 a year ago, although it fell short of the consensus estimate of $2.25 by 16.55% [1] Revenue Breakdown - Product sales from INGREZZA reached $657.5 million, slightly below the average estimate of $661.61 million, but still reflecting a year-over-year growth of 6.9% [4] - Total product sales amounted to $798.3 million, surpassing the estimated $788.24 million, with a year-over-year increase of 28.5% [4] - CRENESSITY generated $135.4 million in product sales, exceeding the average estimate of $120.56 million [4] - Collaboration revenue was reported at $7.2 million, above the average estimate of $6.46 million, representing a year-over-year increase of 10.8% [4] - Other product sales were $5.4 million, which is higher than the average estimate of $4.1 million, but this reflects a year-over-year decline of 11.5% [4] Stock Performance - Neurocrine's shares have returned +4.1% over the past month, contrasting with a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]