Robert W. Baird Has Lowered Expectations for Ultragenyx Pharmaceutical (NASDAQ:RARE) Stock Price

30 Dec 2025, 13:52 by Scott Moore · The Cerbat Gem

Ultragenyx Pharmaceutical (NASDAQ:RARE – Get Free Report) had its price target reduced by investment analysts at Robert W. Baird from $72.00 to $47.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The firm currently has an “outperform” rating on the biopharmaceutical company’s stock. Robert W. Baird’s price objective would indicate a potential upside of 108.94% from the stock’s previous close.

RARE has been the topic of several other reports. HC Wainwright reissued a “buy” rating and issued a $80.00 target price on shares of Ultragenyx Pharmaceutical in a report on Tuesday, September 9th. Leerink Partners cut their price objective on shares of Ultragenyx Pharmaceutical from $80.00 to $70.00 and set an “outperform” rating on the stock in a research report on Tuesday. Jefferies Financial Group decreased their target price on shares of Ultragenyx Pharmaceutical from $114.00 to $63.00 and set a “buy” rating for the company in a report on Tuesday. TD Cowen dropped their target price on shares of Ultragenyx Pharmaceutical from $86.00 to $75.00 and set a “buy” rating on the stock in a research note on Wednesday, November 5th. Finally, Weiss Ratings reissued a “sell (e+)” rating on shares of Ultragenyx Pharmaceutical in a research report on Wednesday, October 8th. Fifteen research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $75.19.

Get Our Latest Report on RARE

Ultragenyx Pharmaceutical Stock Up 14.1%

Shares of NASDAQ:RARE traded up $2.78 during midday trading on Tuesday, reaching $22.50. The company’s stock had a trading volume of 5,898,943 shares, compared to its average volume of 1,462,417. The firm has a 50 day moving average of $33.66 and a 200-day moving average of $32.11. The firm has a market capitalization of $2.17 billion, a P/E ratio of -3.76 and a beta of 0.16. Ultragenyx Pharmaceutical has a 12-month low of $18.41 and a 12-month high of $46.50.

Ultragenyx Pharmaceutical (NASDAQ:RARE – Get Free Report) last posted its quarterly earnings data on Tuesday, November 4th. The biopharmaceutical company reported ($1.81) EPS for the quarter, missing the consensus estimate of ($1.23) by ($0.58). Ultragenyx Pharmaceutical had a negative return on equity of 414.17% and a negative net margin of 91.95%.The business had revenue of $159.93 million for the quarter, compared to the consensus estimate of $167.42 million. During the same period in the previous year, the firm earned ($1.40) EPS. The company’s revenue was up 14.6% on a year-over-year basis. On average, research analysts predict that Ultragenyx Pharmaceutical will post -5.18 EPS for the current year.

Insider Buying and Selling

In other news, CFO Howard Horn sold 3,081 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $36.38, for a total value of $112,086.78. Following the transaction, the chief financial officer owned 95,146 shares of the company’s stock, valued at $3,461,411.48. This trade represents a 3.14% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 5.50% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Ultragenyx Pharmaceutical

A number of institutional investors and hedge funds have recently added to or reduced their stakes in RARE. Hudson Bay Capital Management LP increased its stake in Ultragenyx Pharmaceutical by 2.4% in the 3rd quarter. Hudson Bay Capital Management LP now owns 265,000 shares of the biopharmaceutical company’s stock worth $7,971,000 after acquiring an additional 6,319 shares during the last quarter. Danske Bank A S bought a new position in Ultragenyx Pharmaceutical during the third quarter valued at $39,000. Jacobs Levy Equity Management Inc. grew 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 worth $65,205,000 after buying an additional 1,864,164 shares in the last quarter. CANADA LIFE ASSURANCE Co increased its holdings in shares of Ultragenyx Pharmaceutical by 2.0% in the 3rd quarter. CANADA LIFE ASSURANCE Co now owns 26,932 shares of the biopharmaceutical company’s stock worth $817,000 after buying an additional 534 shares during the last quarter. Finally, Voloridge Investment Management LLC purchased a new stake in shares of Ultragenyx Pharmaceutical during the 3rd quarter valued at about $14,516,000. Institutional investors own 97.67% of the company’s stock.

More Ultragenyx Pharmaceutical News

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

Positive Sentiment: Analysts remain constructive despite cuts — Jefferies cut its target from $114 to $63 but kept a “Buy” rating; Wells Fargo cut its target from $65 to $45 but kept an “Overweight” rating. These retained positive ratings suggest some firms still see long‑term value or upside after the selloff. Benzinga
Neutral Sentiment: Unusual options activity — investors bought 3,801 call contracts (≈+154% vs. average), which could reflect speculative bets on a rebound, hedging, or directional trading amid large share volatility. (No article link)
Negative Sentiment: Phase 3 failure — Ultragenyx said neither Orbit nor Cosmic met the primary endpoint of reducing annualized clinical fracture rate vs. placebo or bisphosphonates, respectively; this is the direct clinical reason for the stock drop. Company Release
Negative Sentiment: Immediate market impact — media reports and market wires show a sharp share plunge, a trading halt, and heavy volume as investors priced in the failed trials; the company lost a large portion of market value in short order. Reuters
Negative Sentiment: Operational consequences — Ultragenyx signaled “significant” cutbacks following the failed study, which could reduce near‑term expenses but also reflects a re‑prioritization and potential delays to other programs. BizJournals

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.