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Protagonist Therapeutics Inc (PTGX)
NASDAQ:PTGX
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Protagonist Therapeutics (PTGX) AI Stock Analysis

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PTGX

Protagonist Therapeutics

(NASDAQ:PTGX)

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Outperform 70 (OpenAI - 5.2)
Rating:70Outperform
Price Target:
$151.00
▲(10.94% Upside)
Action:Upgraded
Date:08/06/26
Overall score is driven primarily by improved financial performance (profitability and positive cash generation with a very strong, low-debt balance sheet) and a technically bullish price trend (trading above key moving averages with positive MACD). These are partly offset by weaker valuation signals due to a negative P/E and no dividend yield, while corporate events are a net positive due to the product launch and value-accretive deal terms.
Positive Factors
Balance-sheet strength
A very low leverage profile and large equity base provide durable financial flexibility to fund R&D, support commercialization, and absorb clinical setbacks without urgent refinancing. This reduces bankruptcy and interest-rate risk and preserves strategic optionality over the next several quarters.
Negative Factors
Earnings and revenue volatility
Sharp swings from large prior losses to recent profit reflect lumpy revenue recognition and one-off items common in biotech. This episodic performance makes cash flow and earnings less predictable, complicates capital allocation, and increases execution risk if milestone-driven inflows do not recur.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance-sheet strength
A very low leverage profile and large equity base provide durable financial flexibility to fund R&D, support commercialization, and absorb clinical setbacks without urgent refinancing. This reduces bankruptcy and interest-rate risk and preserves strategic optionality over the next several quarters.
Read all positive factors

Protagonist Therapeutics (PTGX) vs. SPDR S&P 500 ETF (SPY)

Protagonist Therapeutics Business Overview & Revenue Model

Company Description
Protagonist Therapeutics, Inc. is a biopharmaceutical firm dedicated to discovering and advancing peptide-based therapies. Their research primarily focuses on treatments for hematological and blood conditions, as well as inflammatory and immune-me...
How the Company Makes Money
Protagonist Therapeutics does not sell approved commercial products and therefore primarily generates revenue from collaboration-related payments and other income tied to its partnering activities. Key revenue streams include: (1) upfront payments...

Protagonist Therapeutics Financial Statement Overview

Summary
Latest TTM shows a sharp turnaround with revenue rising to ~$282.0M, positive net income (~$82.9M), and positive operating/free cash flow (~$82.3M/~$83.0M) with very high gross margins (~99%) and minimal debt (~$9.2M vs ~$841.5M equity). The main constraint is sustainability risk given historically volatile results, including large losses and negative cash flow in prior years.
Income Statement
63
Positive
Balance Sheet
84
Very Positive
Cash Flow
70
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue281.99M46.02M434.43M60.00M26.58M27.36M
Gross Profit281.58M44.79M434.43M60.00M26.58M27.36M
EBITDA85.48M-128.09M280.23M-75.64M-124.02M-122.78M
Net Income82.91M-130.15M275.19M-78.95M-127.39M-125.55M
Balance Sheet
Total Assets885.54M669.89M744.73M357.95M247.93M347.69M
Cash, Cash Equivalents and Short-Term Investments782.58M567.36M418.91M341.62M237.35M326.90M
Total Debt9.22M10.32M10.87M1.14M3.66M5.86M
Total Liabilities44.00M55.19M69.43M21.27M32.32M47.67M
Stockholders Equity841.54M614.71M675.29M336.68M215.61M300.02M
Cash Flow
Free Cash Flow83.01M56.08M182.80M-70.84M-108.93M-108.97M
Operating Cash Flow82.25M57.67M184.15M-70.24M-108.14M-107.86M
Investing Cash Flow169.61M-49.33M-299.48M-39.26M91.47M-15.86M
Financing Cash Flow64.99M22.86M25.85M170.48M18.84M129.92M

Protagonist Therapeutics Technical Analysis

Technical Analysis Sentiment
Positive
Last Price136.11
Price Trends
50DMA
121.62
Positive
100DMA
111.43
Positive
200DMA
98.18
Positive
Market Momentum
MACD
3.52
Positive
RSI
57.37
Neutral
STOCH
48.51
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PTGX, the sentiment is Positive. The current price of 136.11 is above the 20-day moving average (MA) of 135.21, above the 50-day MA of 121.62, and above the 200-day MA of 98.18, indicating a bullish trend. The MACD of 3.52 indicates Positive momentum. The RSI at 57.37 is Neutral, neither overbought nor oversold. The STOCH value of 48.51 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PTGX.

Protagonist Therapeutics Risk Analysis

Protagonist Therapeutics disclosed 58 risk factors in its most recent earnings report. Protagonist Therapeutics reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Protagonist Therapeutics Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
$1.96B12.2639.59%10.99%-20.91%
70
Outperform
$8.79B-75.8312.03%-64.36%-302.09%
52
Neutral
$2.07B-11.10-24.29%8.57%35.12%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
47
Neutral
$6.46B-7.78-410.20%50.19%-742.29%
41
Neutral
$1.60B-8.49-123.61%-41.19%-159.09%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PTGX
Protagonist Therapeutics
146.18
95.22
186.85%
ADMA
ADMA Biologics
10.06
-6.69
-39.94%
ZLAB
Zai Lab
20.88
-13.20
-38.73%
MIRM
Mirum Pharmaceuticals
94.12
34.29
57.33%
AAPG
Ascentage Pharma Group International Unsponsored ADR
17.09
-25.72
-60.08%

Protagonist Therapeutics Corporate Events

Business Operations and StrategyFinancial DisclosuresProduct-Related Announcements
Protagonist Therapeutics Highlights ICOTYDE Launch and Rusfertide Deal
Positive
Aug 5, 2026
On August 5, 2026, Protagonist reported second-quarter 2026 results that highlighted the first full quarter of commercial sales for ICOTYDE, which became the first FDA-approved targeted oral peptide for moderate-to-severe plaque psoriasis in March...
Executive/Board ChangesShareholder Meetings
Protagonist Therapeutics Stockholders Approve Directors and Incentive Plan
Positive
Jun 18, 2026
At its recent Annual Meeting, Protagonist Therapeutics’ stockholders elected two Class I directors, Dinesh V. Patel and Lewis T. “Rusty” Williams, to serve until the 2029 Annual Meeting of Stockholders and until their successors ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 06, 2026