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ACADIA Pharmaceuticals (ACAD)
NASDAQ:ACAD
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.06Last Year’s EPS
0.11Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial momentum and clear growth drivers: record adjusted revenue (> $1 billion), double-digit growth for both NUPLAZID and DAYBUE, an approved new DAYBUE formulation (STIX) with early traction, meaningful pipeline catalysts (remlifanserin Phase II readout in Aug–Oct 2026 and multiple planned study initiations), and a solid cash position. Offsetting these positives were industry- and company-specific risks: a negative CHMP trend vote for trofinetide in the EU creating regulatory uncertainty, a nonrecurring $20M IRA-related net sales adjustment plus cash outflows from IRA invoices, and a notable step-up in SG&A that will pressure near-term margins. On balance, the highlights — notably strong top-line growth, product launches, pipeline catalysts, and healthy cash — outweigh the lowlights, which are largely regulatory and timing risks.Company Guidance
Record Annual Revenue Exceeding $1 Billion
Adjusted 2025 total revenues reached $1.08 billion, a 14% increase year-over-year; Q4 adjusted total revenues were $298 million, up 16% YoY — first time company annual revenues exceeded $1 billion.
NUPLAZID Strong Sales and Volume Growth
Adjusted NUPLAZID net sales were $189 million in Q4 (up 17% YoY) and $692 million for the full year (up 15% YoY); volume growth of 13% in Q4 and 9% for the full year; new prescriptions grew 18% YoY in Q4.
NUPLAZID 2026 Guidance and Long-Term Outlook
2026 NUPLAZID net sales guidance of $760–$790 million (10%–14% growth vs. 2025 adjusted); management reiterates path to approximately $1 billion annual sales by 2028.
DAYBUE Growth and New Formulation Launch
DAYBUE net product sales were $110 million in Q4 (up 13% YoY) and $391 million for 2025 (up 12% YoY); Q4 volume up 12%. FDA-approved DAYBUE STIX (powder for oral solution) approved Dec 2025, early commercial interest reported; management estimates >400 incremental patients addressable over 2–3 years.
International Expansion for DAYBUE
Named patient supply programs expanding ex-U.S.; DAYBUE liquid approved in three markets including recent approval in Israel, supporting global access outside EU approval pathway.
R&D Pipeline Momentum and Key Catalysts
Four unique molecules with combined peak sales potential of ~$11 billion; remlifanserin ~ $4 billion potential across ADP and LBDP; Phase II readout for remlifanserin expected Aug–Oct 2026; Phase III trofinetide study initiated in Japan with readout expected Q4 2026–Q1 2027; plan to initiate 5 additional Phase II/III studies by end of 2027; ACP-271 first-in-human expected before end of Q1 2026.
Solid Financial Position and One-Time Tax Benefit
Cash balance of $820 million at year-end 2025 and a one-time noncash income tax benefit of approximately $250 million related to releasing the valuation allowance on deferred tax assets.
2026 Financial Guidance
Company guides to total revenues of $1.22–$1.28 billion for fiscal 2026; DAYBUE guidance of $460–$490 million (18%–25% growth vs. 2025) driven by STIX and named patient supply; R&D expense guidance $385–$410 million; SG&A guidance $660–$700 million.
Commercial Execution and Field Expansion
NUPLAZID customer-facing team expanded ~30% (deployed by January 2026) increasing prescriber target universe from ~7,000 to ~11,000 writers; DAYBUE community expansion showed 76% of new prescriptions from community-based physicians in Q4; DAYBUE shipments reached a record 1,070 patients in Q4.
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 |
|---|---|---|---|
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% |
May 07, 2025 | $14.81 | $16.93 | +14.31% |
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 (ACAD) report earnings?
ACADIA Pharmaceuticals (ACAD) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is ACADIA Pharmaceuticals (ACAD) earnings time?
ACADIA Pharmaceuticals (ACAD) earnings time is at May 13, 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 (Q1) is 0.06.