Jefferies Financial Group Issues Pessimistic Forecast for Ultragenyx Pharmaceutical (NASDAQ:RARE) Stock Price

30 Dec 2025, 08:30 by Scott Moore · The Cerbat Gem

Ultragenyx Pharmaceutical (NASDAQ:RARE – Get Free Report) had its price target reduced by equities research analysts at Jefferies Financial Group from $114.00 to $63.00 in a report released on Tuesday,Benzinga reports. The brokerage currently has a “buy” rating on the biopharmaceutical company’s stock. Jefferies Financial Group’s price objective indicates a potential upside of 219.47% from the company’s previous close.

A number of other equities analysts also recently commented on RARE. Cantor Fitzgerald reiterated an “overweight” rating and set a $105.00 price objective on shares of Ultragenyx Pharmaceutical in a research report on Friday, September 5th. Truist Financial cut their target price on Ultragenyx Pharmaceutical from $100.00 to $90.00 and set a “buy” rating for the company in a research note on Wednesday, November 5th. TD Cowen lowered their price target on shares of Ultragenyx Pharmaceutical from $86.00 to $75.00 and set a “buy” rating on the stock in a research report on Wednesday, November 5th. HC Wainwright reissued a “buy” rating and issued a $80.00 price objective on shares of Ultragenyx Pharmaceutical in a report on Tuesday, September 9th. Finally, Wells Fargo & Company reduced their target price on shares of Ultragenyx Pharmaceutical from $65.00 to $45.00 and set an “overweight” rating on the stock in a research note on Tuesday. Thirteen analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $77.57.

Check Out Our Latest Analysis on RARE

Ultragenyx Pharmaceutical Trading Down 42.3%

Shares of NASDAQ RARE opened at $19.72 on Tuesday. The stock has a market cap of $1.90 billion, a PE ratio of -3.32 and a beta of 0.16. Ultragenyx Pharmaceutical has a 12-month low of $18.41 and a 12-month high of $46.50. The company has a 50-day moving average of $33.66 and a 200 day moving average of $32.11.

Ultragenyx Pharmaceutical (NASDAQ:RARE – Get Free Report) last released its earnings results on Tuesday, November 4th. The biopharmaceutical company reported ($1.81) earnings per share for the quarter, missing analysts’ consensus estimates of ($1.23) by ($0.58). The business had revenue of $159.93 million during the quarter, compared to analysts’ expectations of $167.42 million. Ultragenyx Pharmaceutical had a negative return on equity of 414.17% and a negative net margin of 91.95%.The company’s revenue for the quarter was up 14.6% compared to the same quarter last year. During the same period last year, the business earned ($1.40) earnings per share. On average, sell-side analysts forecast that Ultragenyx Pharmaceutical will post -5.18 EPS for the current fiscal year.

Insider Activity

In related news, CFO Howard Horn sold 3,081 shares of the business’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $36.38, for a total value of $112,086.78. Following the sale, the chief financial officer directly owned 95,146 shares in the company, valued at approximately $3,461,411.48. The trade was a 3.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 5.50% of the company’s stock.

Institutional Investors Weigh In On Ultragenyx Pharmaceutical

A number of institutional investors have recently made changes to their positions in RARE. Jacobs Levy Equity Management Inc. raised its stake in shares of Ultragenyx Pharmaceutical by 614.1% in the 3rd quarter. Jacobs Levy Equity Management Inc. now owns 2,167,729 shares of the biopharmaceutical company’s stock valued at $65,205,000 after acquiring an additional 1,864,164 shares during the period. Norges Bank purchased a new position in shares of Ultragenyx Pharmaceutical during the 2nd quarter worth approximately $35,765,000. Adage Capital Partners GP L.L.C. increased its holdings in Ultragenyx Pharmaceutical by 81.6% in the 1st quarter. Adage Capital Partners GP L.L.C. now owns 2,149,000 shares of the biopharmaceutical company’s stock valued at $77,815,000 after purchasing an additional 965,919 shares during the last quarter. Assenagon Asset Management S.A. raised its position in Ultragenyx Pharmaceutical by 439.0% in the second quarter. Assenagon Asset Management S.A. now owns 1,163,755 shares of the biopharmaceutical company’s stock valued at $42,314,000 after purchasing an additional 947,865 shares during the period. Finally, Vestal Point Capital LP acquired a new position in Ultragenyx Pharmaceutical during the third quarter worth $22,560,000. 97.67% of the stock is currently owned by institutional investors and hedge funds.

Key Ultragenyx Pharmaceutical News

Here are the key news stories impacting Ultragenyx Pharmaceutical this week:

Neutral Sentiment: Company press release: Ultragenyx announced Orbit and Cosmic Phase 3 top-line results; neither trial achieved the primary endpoint of reduced annualized clinical fracture rate. Ultragenyx Announces Phase 3 Orbit and Cosmic Results for Setrusumab (UX143) in Osteogenesis Imperfecta
Neutral Sentiment: Trading halt: Nasdaq temporarily halted RARE trading for “news pending” ahead of the top-line announcement, then resumed as the company disclosed results.
Negative Sentiment: Late‑stage failure coverage: Multiple outlets report setrusumab did not meet primary endpoints, confirming the drug will not deliver the fracture‑reduction benefit tested in these studies. Ultragenyx’s bone disease drug fails late-stage trials (Reuters)
Negative Sentiment: Market reaction: Reports show the stock plunged sharply after the announcements as investors repriced the company for the lost commercial opportunity and increased execution risk. Ultragenyx stock plunges after setrusumab fails in Phase 3 OI trials
Negative Sentiment: Cost and structure impact: Ultragenyx signaled “significant” cutbacks and restructuring after the failure; local reporting estimates the market value decline exceeded $1 billion. That raises near‑term execution and workforce risk. Ultragenyx vows ‘significant’ cutbacks as failed study wipes more than $1 billion from Novato biotech’s market value
Negative Sentiment: Broader reporting and analysis: Coverage highlights the failure to improve fracture rates and describes overall “mixed” secondary data but emphasizes the primary endpoints were not met — limiting regulatory/commercial prospects. Ultragenyx Shares Slide as Bone Disorder Drug Misses Trial Endpoints

Ultragenyx Pharmaceutical Company Profile

(Get Free Report)

Ultragenyx Pharmaceutical Inc is a biopharmaceutical company focused on developing and commercializing therapies for rare and ultra-rare genetic disorders. Since its founding in 2010 and headquarters in Novato, California, the company has built expertise in protein replacement therapies, small molecules and gene therapy approaches to address high-unmet medical needs. Ultragenyx applies a precision medicine model, leveraging both in-house research and strategic collaborations to advance its product pipeline from discovery through regulatory approval.