Equity Profile

RARE

Ultragenyx Pharmaceutical Inc.

Health CareBiotechnology$2.2B

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Ultragenyx Pharmaceutical Inc. is a biotechnology company focused on developing innovative therapies for rare genetic diseases....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of the company's profitability and financial health, which investors will closely monitor.

$-1.55

Revenue Growth

Revenue growth is crucial for assessing the company's market performance and demand for its products.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

RARE Q2-2026 Earnings Preview

Context

Company Snapshot

Ultragenyx Pharmaceutical Inc. is a biotechnology company focused on developing innovative therapies for rare genetic diseases. With a market cap of $2 billion, it operates in the health care sector, addressing unmet medical needs through its specialized treatments.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-7.93%

Avg Stock Reaction

-1.44%

Last Quarter Recap

In Q1-2026, Ultragenyx reported an EPS of $-1.84, missing estimates by nearly 19%. The stock reacted positively the following day, gaining 0.81%.

Management Promises & Guidance

Continue advancing clinical trials for key therapies.
Focus on expanding market access for existing products.
Enhance partnerships to drive research and development.

Expectations

Wall Street Expectations

Analysts are cautious ahead of the earnings report, given the company's recent history of missing EPS estimates. Investors will be looking for any signs of improvement in revenue and clinical progress.

Bull Case

If Ultragenyx can demonstrate stronger-than-expected clinical trial results or revenue growth, it could lead to a positive market reaction.

Bear Case

Conversely, continued losses and lack of significant updates on product development could lead to further declines in stock price.

Key Metrics to Watch

EPS (Earnings Per Share)

$-1.55

EPS is a key indicator of the company's profitability and financial health, which investors will closely monitor.

Revenue Growth

N/A

Revenue growth is crucial for assessing the company's market performance and demand for its products.

Clinical Trial Progress

N/A

Updates on clinical trials can significantly impact investor sentiment and stock performance, especially in biotech.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the current status of ongoing clinical trials for key therapies?

Updates on clinical trials can significantly influence investor confidence and stock performance.

How does management plan to address the recent EPS misses and improve financial performance?

Investors will be looking for concrete plans to enhance profitability and revenue growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Ultragenyx's therapies to gain traction in the market, especially if clinical trials yield positive results.

Supporting Evidence

The options market is pricing in a significant move, suggesting that investors expect volatility.

The company's recent history of beating revenue estimates could indicate a turnaround.

Insider buying activity, although limited, may signal confidence in the company's future.

Key Risk

If clinical trial results exceed expectations, it could shift market sentiment dramatically.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating the company's ability to turn around its financial performance while advancing its clinical programs.

Bull Confirmed If

A reduction in EPS loss to $-1.30 or better, along with positive updates on clinical trials.

Bear Confirmed If

An EPS loss greater than $-1.84, indicating continued financial struggles.

Pre-Earnings Positioning

Options Market

Implied Move

±37.88%

Historical Avg

±2.6%

Pricing rich

The options market is pricing in a significant potential move, indicating high uncertainty around the earnings report.

Options are pricing ±32.4% while RARE has averaged ±2.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

38.5%

Calls (2K)P/C Ratio: 0.50Puts (3K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Ultragenyx beats expectations and raises guidance, history suggests a potential stock increase of around 0.63%.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may see little movement.

Miss

If the company misses EPS expectations again, history suggests a potential decline of about 2.68%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

2 buys·0 sells

Members

House only

Est. Notional

$2,002.00–$30,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
2

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on the progress of key clinical trials.
2Any changes to revenue guidance or financial outlook.
3Details on partnerships or collaborations that may enhance growth.
4Management's strategy for addressing recent EPS misses.
5Insights into market demand for existing products.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Ultragenyx Pharmaceutical Inc. is a biotechnology company focused on developing innovative therapies for rare genetic diseases....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of the company's profitability and financial health, which investors will closely monitor.

$-1.55

Revenue Growth

Revenue growth is crucial for assessing the company's market performance and demand for its products.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

RARE Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-7.93%

Avg Stock Reaction

-1.44%

Last Quarter Recap

In Q1-2026, Ultragenyx reported an EPS of $-1.84, missing estimates by nearly 19%. The stock reacted positively the following day, gaining 0.81%.

Management Promises & Guidance

Continue advancing clinical trials for key therapies.
Focus on expanding market access for existing products.
Enhance partnerships to drive research and development.

Expectations

Wall Street Expectations

Bull Case

If Ultragenyx can demonstrate stronger-than-expected clinical trial results or revenue growth, it could lead to a positive market reaction.

Bear Case

Conversely, continued losses and lack of significant updates on product development could lead to further declines in stock price.

Key Metrics to Watch

EPS (Earnings Per Share)

$-1.55

EPS is a key indicator of the company's profitability and financial health, which investors will closely monitor.

Revenue Growth

N/A

Revenue growth is crucial for assessing the company's market performance and demand for its products.

Clinical Trial Progress

N/A

Updates on clinical trials can significantly impact investor sentiment and stock performance, especially in biotech.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the current status of ongoing clinical trials for key therapies?

Updates on clinical trials can significantly influence investor confidence and stock performance.

How does management plan to address the recent EPS misses and improve financial performance?

Investors will be looking for concrete plans to enhance profitability and revenue growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Ultragenyx's therapies to gain traction in the market, especially if clinical trials yield positive results.

Supporting Evidence

The options market is pricing in a significant move, suggesting that investors expect volatility.

The company's recent history of beating revenue estimates could indicate a turnaround.

Insider buying activity, although limited, may signal confidence in the company's future.

Key Risk

If clinical trial results exceed expectations, it could shift market sentiment dramatically.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating the company's ability to turn around its financial performance while advancing its clinical programs.

Bull Confirmed If

A reduction in EPS loss to $-1.30 or better, along with positive updates on clinical trials.

Bear Confirmed If

An EPS loss greater than $-1.84, indicating continued financial struggles.

Pre-Earnings Positioning

Options Market

Implied Move

±37.88%

Historical Avg

±2.6%

Pricing rich

The options market is pricing in a significant potential move, indicating high uncertainty around the earnings report.

Options are pricing ±32.4% while RARE has averaged ±2.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

38.5%

Calls (2K)P/C Ratio: 0.50Puts (3K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Ultragenyx beats expectations and raises guidance, history suggests a potential stock increase of around 0.63%.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may see little movement.

Miss

If the company misses EPS expectations again, history suggests a potential decline of about 2.68%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

2 buys·0 sells

Members

House only

Est. Notional

$2,002.00–$30,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
2

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on the progress of key clinical trials.
2Any changes to revenue guidance or financial outlook.
3Details on partnerships or collaborations that may enhance growth.
4Management's strategy for addressing recent EPS misses.
5Insights into market demand for existing products.