AGIOS PHARMACEUTICALS, INC.(AGIO)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #2,512 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
AGIO Stock Analysis & AI Quality Score
AI stock analysis and institutional research for AGIOS PHARMACEUTICALS, INC. (AGIO), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores AGIO at 26.3/100 on a 32-signal composite quality model, placing it at rank #2,512 of 2,879 stocks — the bottom half of the AI-ranked universe. AGIO scores in the top quartile across revenue growth (90.5). Areas of concern include free cash flow (2.6) and profitability (3.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 3.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), AGIOS PHARMACEUTICALS, INC. reports quarterly revenue of $20.7M, net income of $-99.1M, free cash flow of $-119.7M. Top institutional holders of AGIO by reported 13-F value include BlackRock,, FARALLON CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. AGIO trades on the Nasdaq exchange and files with the SEC under CIK 1439222. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AGIO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AGIOS PHARMACEUTICALS, INC. directly from SEC EDGAR. AGIOS PHARMACEUTICALS, INC.'s 13F Pro composite quality score has ranged between 24 and 65 since 2024, currently 26.3 — a declining long-term trajectory across 15 quarterly and live scoring snapshots.
Revenue
Q1 2026
$20.7M
Net Income
Q1 2026
$-99.1M
Free Cash Flow
Q1 2026
$-119.7M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+48.0% YoYNet Income
-161.2% YoYOperating Income
-10.9% YoYEPS (Diluted)
-161.2% YoYTotal Assets
-22.0% YoYOp. Cash Flow
+4.3% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $54.0M +48.0% | $36.5M +36.1% | $26.8M +88.4% | $14.2M | $0.00 -100.0% | $117.9M |
| Net Income | $-412.8M -161.2% | $674.0M +291.4% | $-352.1M -51.9% | $-231.8M +29.2% | $-327.4M +20.4% | $-411.5M |
| Operating Income | $-472.1M -10.9% | $-425.7M -8.7% | $-391.5M -0.6% | $-389.0M -15.8% | $-335.9M -6.2% | $-316.3M |
| EPS (Diluted) | $-7.12 -161.2% | $11.64 +283.9% | $-6.33 -49.6% | $-4.23 +10.8% | $-4.74 +30.9% | $-6.86 |
| Total Assets | $1.30B -22.0% | $1.66B +77.5% | $937.1M -24.3% | $1.24B +45.2% | $853.0M -4.2% | $890.7M |
| Operating Cash Flow | $-373.0M +4.3% | $-389.8M -31.7% | $-296.1M +4.3% | $-309.5M -6.4% | $-290.8M +21.5% | $-370.6M |
AI Insight: AGIO Financial Trends
Revenue doubled from $9M to $21M over eight quarters, but equity erosion accelerating as cumulative operating losses consume the Q3 2024 windfall.
• Revenue grew from $9M in Q2 2024 to $21M in Q1 2026, a ~133% increase over eight quarters.
• Equity has declined every quarter since the Q3 2024 peak of $1,627M, falling to $1,109M in Q1 2026 — a $518M drawdown.
• Operating losses remain wide, ranging from $-103M to $-127M over the past five quarters with no clear narrowing trend.
• Operating cash outflow in Q1 2026 was $-119M, the second-largest in the dataset, despite rising revenue.
⚠ Equity runway: at current burn rate (~$90M/quarter), the $1,109M equity cushion supports roughly 12 quarters without new capital.
⚠ Revenue inflection is real but operating leverage has not materialized; watch whether Q2 2026 losses begin to narrow meaningfully.
⚠ No debt reported across all eight quarters; any introduction of leverage would signal a balance-sheet regime change worth monitoring.
AI Insight: AGIO Ratio Trends
AGIOS remains deeply loss-making with no margin data available, but ROIC has partially recovered from a Q2 2024 trough of -64.1% to -39.7% in Q1 2026.
• ROIC improved significantly from -64.1% in Q2 2024 to -29.1% in Q1 2025, suggesting reduced capital destruction rate mid-cycle.
• ROIC deteriorated from -29.1% in Q1 2025 to -39.7% in Q1 2026, reversing the earlier improvement over four consecutive quarters.
• OpMargin, NPM, and D/E are unavailable across all periods, limiting visibility into operating efficiency and leverage profile.
⚠ ROIC has worsened four straight quarters from -29.1% in Q1 2025 to -39.7% in Q1 2026 — sustained capital destruction acceleration warrants close monitoring.
⚠ TTM ROIC of -42.9% is worse than any single quarter shown since Q2 2024, flagging potential one-off drag or compounding losses.
Get alerted when AGIO's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for AGIOS PHARMACEUTICALS, INC. including:
Top Institutional Holders of AGIO
BlackRock, Inc.
$194.7M5,754,957 shFARALLON CAPITAL MANAGEMENT LLC
$192.3M5,684,000 shSTATE STREET CORP
$113.7M3,364,879 shARMISTICE CAPITAL, LLC
$108.3M3,200,000 shARMISTICE CAPITAL, LLC
$91.9M2,716,000 shD. E. Shaw & Co., Inc.
$90.7M2,681,169 shVANGUARD CAPITAL MANAGEMENT LLC
$89.1M2,632,316 shLynx1 Capital Management LP
$88.3M2,611,568 shVANGUARD PORTFOLIO MANAGEMENT LLC
$88.3M2,611,035 shErste Asset Management GmbH
$80.1M2,704,900 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $194.7M | 5,754,957 |
| FARALLON CAPITAL MANAGEMENT LLC | $192.3M | 5,684,000 |
| STATE STREET CORP | $113.7M | 3,364,879 |
| ARMISTICE CAPITAL, LLC | $108.3M | 3,200,000 |
| ARMISTICE CAPITAL, LLC | $91.9M | 2,716,000 |
| D. E. Shaw & Co., Inc. | $90.7M | 2,681,169 |
| VANGUARD CAPITAL MANAGEMENT LLC | $89.1M | 2,632,316 |
| Lynx1 Capital Management LP | $88.3M | 2,611,568 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $88.3M | 2,611,035 |
| Erste Asset Management GmbH | $80.1M | 2,704,900 |
More Healthcare Companies
View all Healthcare →Put AGIO on your watchlist
Track score changes the day AGIOS PHARMACEUTICALS, INC. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is AGIO a good stock to buy?
13F Pro's AI-powered analysis of AGIOS PHARMACEUTICALS, INC. (AGIO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AGIO are available on the AGIO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own AGIO?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AGIO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of AGIOS PHARMACEUTICALS, INC.'s investment landscape.