Ardelyx, Inc. ( ARDX ) just reported fourth quarter results and actually beat on revenue, but they missed slightly on earnings, which the market took negatively, as you mayI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and challenges behind drug develo ...

IBSRELA achieved 73% revenue growth in 2025, driven by a first-in-class mechanism that addresses the 77% of IBS-C patients who remain symptomatic on secretagogues. Management successfully executed a patient-first strategy for XPHOZAH, maintaining access for all appropriate patients despite the loss of Medicare Part D reimbursement. The company strengthened its intellectual property moat with a new formulation patent for IBSRELA and XPHOZAH that extends protection until 2042. Operational performance ...

Core Insights - Ardelyx reported $125.22 million in revenue for Q4 2025, a year-over-year increase of 7.8%, and a surprise of +6.51% over the Zacks Consensus Estimate of $117.57 million [1] - The EPS for the same period was $0, down from $0.02 a year ago, resulting in a -100% EPS surprise compared to the consensus estimate of $0.02 [1] Revenue Breakdown - Product sales totaled $114.4 million, slightly above the five-analyst average estimate of $114.14 million, reflecting a year-over-year change of +3.1% [4] - IBSRELA product sales reached $86.6 million, exceeding the average estimate of $85.75 million, with a significant year-over-year increase of +60.8% [4] - XPHOZAH product sales were $27.8 million, below the average estimate of $28.39 million, showing a year-over-year decline of -51.4% [4] - Licensing revenue was reported at $0.02 million, matching the average estimate, with a year-over-year increase of +4.6% [4] - Non-cash royalty revenue related to future royalties was $1.35 million, below the average estimate of $3.66 million, but still reflecting a year-over-year increase of +47.4% [4] Stock Performance - Ardelyx shares have returned -15.9% over the past month, compared to a -0.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Ardelyx (NasdaqGM:ARDX) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAllison Arfstrom - Consumer Equity ResearchAydin Huseynov - Managing Director and Equity ResearchCaitlin Lowie - VP of Corporate Communications and Investor RelationsEric Foster - Chief Commercial OfficerJennifer Jia - Biotech Equity ResearchJulian Harrison - Managing DirectorLaura Chico - Managing Director and Equity ResearchLaura Williams - Chief Patient Officer and Interim Chief Medical OfficerMike Raab - CEOS ...

Ardelyx (NasdaqGM:ARDX) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAllison Arfstrom - Consumer Equity ResearchAydin Huseynov - Managing Director and Equity ResearchCaitlin Lowie - VP of Corporate Communications and Investor RelationsEric Foster - Chief Commercial OfficerJennifer Jia - Biotech Equity ResearchJulian Harrison - Managing DirectorLaura Chico - Managing Director and Equity ResearchLaura Williams - Chief Patient Officer and Interim Chief Medical OfficerMike Raab - CEOS ...

Ardelyx (NasdaqGM:ARDX) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Speaker4Welcome to the Ardelyx fourth quarter 2025 earnings conference. All participants will be in a listen-only mode. I would now like to turn the conference over to Caitlin Lowie, Vice President of Corporate Communications and Investor Relations. Caitlin, you may begin.Speaker0Thank you. Good afternoon, and welcome to our fourth quarter and full year 2025 financial results call. During this call, we will refer to the press releas ...

In its upcoming report, Ardelyx (ARDX) is predicted by Wall Street analysts to post quarterly earnings of $0.02 per share, reflecting no change compared to the same period last year. Revenues are forecasted to be $117.57 million, representing a year-over-year increase of 1.2%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 50% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. ...

Group 1 - Ardelyx, Inc. (NASDAQ:ARDX) is recognized as a promising small-cap stock with significant growth potential, with analysts raising price targets and maintaining buy ratings [1][4] - The company's Ibsrela revenue showed impressive growth, increasing 73% year-over-year to $274 million in fiscal 2025, and 10% quarter-over-quarter in Q4 2025 to $87 million [2] - For fiscal 2026, Ardelyx projects Ibsrela revenue between $410 million and $430 million, indicating a year-over-year growth of 50% to 58%, with peak sales expected to exceed $1 billion by 2029 [3] Group 2 - Analysts from BTIG and Jefferies have both reiterated buy ratings on Ardelyx, with Jefferies raising the price target from $8 to $15 and BTIG from $14 to $17, reflecting strong confidence in the company's future performance [1][4] - Ardelyx has a robust commercial portfolio, including Ibsrela for IBS with constipation and XPHOZAH for chronic kidney disease patients, indicating a focus on addressing unmet medical needs [5]

Core Insights - Ardelyx (ARDX) has established itself as a strong commercial entity with two FDA-approved, first-in-class medications, indicating a robust product pipeline and market potential [1] - The company operates a dual-franchise model that is expected to drive significant revenue growth while ensuring a diversified revenue base, positioning it well for the future [1] Company Overview - Ardelyx is focused on the nephrology space, which has historically shown a strong inclination towards high-growth opportunities, suggesting a favorable market environment for its products [1] - The company’s strategy combines fundamental analysis with future trend predictions, emphasizing the importance of innovation in achieving substantial returns [1]

Core Insights - Ardelyx (ARDX) has established itself as a strong commercial entity with two FDA-approved, first-in-class medications, indicating a robust product pipeline and market potential [1] - The company operates a dual-franchise model that is expected to drive significant revenue growth while ensuring a diversified revenue base, positioning it well for the future [1] Company Overview - Ardelyx is focused on the nephrology space, which has historically shown a strong inclination towards high-growth opportunities, suggesting a favorable market environment for its products [1] - The company’s strategy combines fundamental analysis with future trend predictions, emphasizing the importance of innovation in achieving substantial returns [1]