ACADIA Pharmaceuticals Inc. (ACAD)
NASDAQ:ACAD
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.06Last Year’s EPS
0.16Same Quarter Last Year
Strong Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive commercial and pipeline picture: solid Q1 revenue growth (+11% adjusted), robust DAYBUE momentum (+20% YoY) and encouraging early uptake of the DAYBUE STIX formulation, continued demand and referral gains for NUPLAZID, a strong cash position ($851M) and major near‑term clinical catalysts (remlifanserin Phase II readout and trofinetide Japan Phase III). Headwinds include a temporary refill timing disruption that impacted Q1 NUPLAZID revenue timing, a sizable near‑term increase in SG&A (+35.3% YoY) to fund commercial expansion, ongoing regulatory uncertainty in Europe for trofinetide, and an R&D leadership transition. On balance, the positives (top‑line growth, product launches, reaffirmed guidance, pipeline catalysts and healthy cash) outweigh the challenges, which management describes largely as temporary or strategic investments.Company Guidance
Solid Top-Line Revenue Growth
Total revenue of $268 million in Q1 2026, representing +11% year-over-year on an adjusted basis.
DAYBUE Strong Momentum and New Formulation Launch
DAYBUE net sales of $101 million in Q1 2026, up +20% year-over-year; successful launch of DAYBUE STIX with >250 prescriptions recorded (220 shipped in Q1), ~30% of STIX patients were treatment‑naive or restarting therapy, >80% caregiver satisfaction among those who tried STIX, and broader U.S. availability announced.
NUPLAZID Durable Franchise and Demand Growth
NUPLAZID net sales of $167 million in Q1 2026, up +6% year-over-year (adjusted); physician referrals grew ~11% year-over-year and demand grew ~8% year-over-year in Q1; completed a ~30% expansion of the customer‑facing sales force and reiterated pathway to approximately $1 billion annual sales by 2028.
Pipeline Catalysts and Development Progress
Major near-term readouts expected: remlifanserin Phase II top‑line results expected Aug–Oct 2026 and trofinetide Japan Phase III top‑line results expected Sep–Nov 2026; company cites 4 molecules targeting large markets with combined peak sales potential of ~$11 billion (≈$4 billion attributed to remlifanserin); initiated first‑in‑human study of ACP‑271 and anticipates 4 Phase II/III readouts by end of 2027.
Financial Position and Guidance Reaffirmed
Cash balance of $851 million at quarter end (up from $820 million at prior quarter end); reaffirmed 2026 net sales guidance of $1.22 billion to $1.28 billion; R&D expense modestly decreased to $76.9 million (from $78.3 million prior year).
Clinical and KOL Validation
Delphi expert consensus positions DAYBUE as the standard of care for Rett syndrome, supporting adoption across centers of excellence and reinforcing commercial uptake.
ACAD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ACAD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $21.48 | $22.56 | +5.03% |
Feb 25, 2026 | $24.97 | $24.64 | -1.32% |
Nov 05, 2025 | $22.33 | $21.65 | -3.05% |
Aug 06, 2025 | $23.80 | $24.40 | +2.52% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does ACADIA Pharmaceuticals Inc. (ACAD) report earnings?
ACADIA Pharmaceuticals Inc. (ACAD) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is ACADIA Pharmaceuticals Inc. (ACAD) earnings time?
ACADIA Pharmaceuticals Inc. (ACAD) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ACAD EPS forecast?
ACAD EPS forecast for the fiscal quarter 2026 (Q2) is 0.06.