Arrowhead Pharmaceuticals earnings missed by $3.56, revenue topped estimates

Arrowhead Pharmaceuticals (ARWR) reported Q4 EPS of -$5.11, missing estimates by $3.56, while revenue of $450.82M exceeded expectations. The stock is down 45.58% over 3 months but up 14.61% over 12 months. Analysts revised EPS estimates mostly downward. InvestingPro rates the company's financial health as 'fair performance.'

Original reporting
Published Nov 12, 2026, 9:26 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 12, 2026, 9:39 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$ARWR
Bearish
high confidence
Mentioned
$ARWR
Relevance
7/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$ARWRBearishHigh
01

Why it matters

The earnings miss highlights execution risk and may trigger re‑rating by analysts.

02

Market read

The surprise earnings shortfall is a primary catalyst for ARWR and may influence peer biotech stocks.

03

What to watch

Potential pipeline milestones or upcoming FDA decisions could offset short‑term pain.

Relevance 7/10Novelty 8/10Timing: after-hours

Background

Arrowhead Pharmaceuticals is a clinical‑stage biotech focused on RNA‑targeted therapies.

Company-level read

Ticker impact

$ARWRBearishHigh confidence
Context

Arrowhead Pharmaceuticals reported Q4 EPS of -$5.11, missing estimates by $3.56 and revenue of $450.8M versus $59.2M expected.

Expected impact

downward pressure as investors price in the large earnings shortfall

Evidence & confidence

The miss is material and the first report of the numbers; market typically reacts negatively to such a gap.

Market effects

Biotech sector may see broader risk-off sentiment after a high‑profile miss.

US biotech stocks could face short‑term weakness.

Limited to investors tracking small‑cap biotech earnings.

Counterpoint

Some investors may view the miss as a buying opportunity if the stock is oversold.

Key entities

  • Arrowhead Pharmaceuticals

    NASDAQ‑listed biotech company.

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