Arrowhead Pharmaceuticals, Inc. (ARWR)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Arrowhead Pharmaceuticals, Inc. (ARWR) trades at $86.85 with AI Score 31/100 (Grade D). Arrowhead Pharmaceuticals, Inc. specializes in developing RNA interference therapeutics for intractable diseases. Market cap: $12.23B, Sector: Healthcare.
Price live · AI analysis from Jun 13, 2026ARWR stock analysis for 2026: Analysts have set a consensus price target of $78.89 for Arrowhead Pharmaceuticals, Inc., suggesting 9.2% downside from the current price of $86.85. The AI MoonshotScore is 31/100, indicating a bearish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
ARWR: the 7 perspectives are evenly split. Dominant signal: Seth Klarman bearish.
How is this calculated? →Arrowhead Pharmaceuticals, Inc. (ARWR) Healthcare & Pipeline Overview
Arrowhead Pharmaceuticals, Inc. is a pioneering biotechnology company focused on RNA interference therapeutics, with a robust pipeline aimed at treating intractable diseases, including liver diseases and genetic disorders, showcasing its commitment to innovative healthcare solutions.
What Is the Investment Thesis for ARWR?
Arrowhead Pharmaceuticals, Inc. presents a compelling investment thesis driven by its innovative RNAi therapeutic pipeline and strategic partnerships. The company has a market capitalization of $12.23B and operates with a gross margin of 100%, indicative of its strong pricing power and operational efficiency. Key growth catalysts include the advancement of its clinical trials, particularly ARO-AAT and ARO-APOC3, which have the potential to address significant market needs in liver diseases and hypertriglyceridemia, respectively. The global RNAi therapeutics market is projected to grow substantially, which could enhance Arrowhead's market position. However, the company faces risks related to regulatory approvals and competition from established players in the biotechnology sector. Overall, Arrowhead's unique focus on RNAi and its robust pipeline create significant value drivers that could lead to substantial growth in the coming years.
Based on FMP financials and quantitative analysis
ARWR Key Highlights
- Market capitalization of $12.23B, reflecting strong investor interest and confidence.
- Gross margin of 100%, indicating no cost of goods sold for its therapeutics, enhancing profitability potential.
- Profit margin currently at -48.4%, reflecting ongoing investment in R&D and clinical trials.
- Beta of 1.30, suggesting higher volatility compared to the overall market, which may appeal to risk-tolerant investors.
- No dividend yield, consistent with growth-focused biotechnology firms reinvesting profits into R&D.
Who Are ARWR's Competitors?
ARWR is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AXSM Axsome Therapeutics, Inc. | $240.85 | -1.42% | $12.39B | 31 |
| KRYS Krystal Biotech, Inc. | $374.68 | -0.10% | $11.05B | 100 |
| TGTX TG Therapeutics, Inc. | $55.21 | +3.56% | $8.45B | 70 |
| MTSR Metsera, Inc. | $70.50 | -0.35% | $7.43B | — |
| ALKS Alkermes plc | $54.65 | +0.13% | $9.11B | 51 |
| SNDX Syndax Pharmaceuticals, Inc. | $22.11 | +1.33% | $1.96B | 79 |
| ANAB AnaptysBio, Inc. | $63.69 | +0.43% | $2.75B | 79 |
| ABVX Abivax S.A. | $145.38 | +0.51% | $9.53B | 76 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ARWR's Key Strengths?
- Innovative RNAi technology with a strong pipeline of therapeutics.
- Strategic partnerships with leading pharmaceutical companies.
- Experienced management team with a track record of success.
- Robust intellectual property portfolio protecting proprietary technologies.
What Are ARWR's Weaknesses?
- Negative profit margin indicating ongoing investment in R&D.
- Dependence on clinical trial outcomes for product success.
- Limited product revenue as most candidates are in development stages.
- Potential challenges in regulatory approval processes.
What Are the Key Risks for ARWR?
- Negative return on equity (-55.4%) — the business is not currently generating profit on shareholder capital.
- Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.
- Rich valuation — a P/E of 51.2 runs well above the Healthcare sector’s ~23x, leaving little room for a miss.
What Are the Growth Opportunities for ARWR?
- Growth opportunity 1: The global RNA interference therapeutics market is projected to reach $7.5 billion by 2027, driven by rising demand for targeted therapies. Arrowhead's focus on RNAi technology positions it to capitalize on this growth, particularly with its lead candidates in advanced clinical trials, potentially capturing significant market share as they receive regulatory approvals.
- Growth opportunity 2: Arrowhead's collaboration with Janssen Pharmaceuticals for the development of ARO-JNJ1, ARO-JNJ2, and ARO-JNJ3 therapeutics enhances its research capabilities and accelerates product development. This partnership could lead to innovative solutions for liver diseases, tapping into a market that is increasingly recognizing the need for effective treatments.
- Growth opportunity 3: The company's pipeline includes ARO-ENaC and ARO-Lung2, targeting chronic obstructive pulmonary disease (COPD), a condition affecting millions globally. With the COPD therapeutics market expected to grow to $20 billion by 2025, Arrowhead's advancements in this area could significantly contribute to its revenue streams.
- Growth opportunity 4: Arrowhead's ARO-DUX4 for facioscapulohumeral muscular dystrophy represents a strategic entry into the rare disease market, which is gaining attention from investors and healthcare providers. The rare disease therapeutics market is anticipated to reach $300 billion by 2025, providing Arrowhead with the potential for substantial growth and differentiation.
- Growth opportunity 5: The ongoing development of ARO-COV for COVID-19 treatment and other pulmonary-borne pathogens aligns Arrowhead with current global health priorities. As the pandemic continues to evolve, the demand for innovative therapeutics in infectious diseases could open new revenue channels for the company.
What Opportunities Does ARWR Have?
- Expanding global RNAi therapeutics market with significant growth potential.
- Increasing demand for targeted therapies addressing unmet medical needs.
- Potential for partnerships to enhance product development and market reach.
- Entry into the rare disease market with high revenue potential.
What Threats Does ARWR Face?
- Intense competition from established biotechnology firms.
- Regulatory hurdles that could delay product approvals.
- Market volatility impacting investor sentiment and funding.
- Rapid technological advancements requiring continuous innovation.
What Are ARWR's Competitive Advantages?
- Strong intellectual property portfolio protecting RNAi technology innovations.
- Established collaborations with leading pharmaceutical companies enhancing research capabilities.
- Robust pipeline of therapeutics addressing significant unmet medical needs.
- Expertise in RNAi technology providing a competitive edge in drug development.
- Focus on rare and complex diseases differentiating Arrowhead from competitors.
What Does ARWR Do?
Founded in 1989, Arrowhead Pharmaceuticals, Inc. has established itself as a leader in the biotechnology sector, focusing on the development of innovative medicines for intractable diseases. Headquartered in Pasadena, California, the company has evolved significantly over the years, leveraging advancements in RNA interference (RNAi) technology to create therapeutics that address unmet medical needs. Arrowhead's pipeline includes several promising candidates, such as ARO-AAT, which is in Phase II clinical trials for treating liver diseases linked to alpha-1 antitrypsin deficiency, and ARO-APOC3, currently in Phase 2b and Phase 3 trials for hypertriglyceridemia. The company's diverse portfolio also features ARO-ANG3, ARO-HSD, ARO-ENaC, and ARO-C3, targeting various conditions including chronic obstructive pulmonary disease and genetic muscular dystrophies. Arrowhead has formed strategic collaborations with major pharmaceutical companies, including Janssen Pharmaceuticals and Takeda Pharmaceuticals, to enhance its research capabilities and expedite the development of its RNAi therapeutics. With a workforce of 609 employees, Arrowhead Pharmaceuticals is well-positioned to continue its trajectory of growth and innovation in the biotechnology landscape, focusing on delivering effective treatments for patients suffering from complex diseases.
What Products and Services Does ARWR Offer?
- Develop RNA interference therapeutics for the treatment of intractable diseases.
- Focus on liver diseases, hypertriglyceridemia, and genetic disorders.
- Conduct clinical trials to validate the safety and efficacy of its therapeutics.
- Collaborate with major pharmaceutical companies for research and development.
- Leverage advanced RNAi technology to create innovative treatment solutions.
- Aim to address unmet medical needs in various therapeutic areas.
How Does ARWR Make Money?
- Generate revenue through the development and commercialization of RNAi therapeutics.
- Engage in strategic partnerships and collaborations for research and development.
- Focus on advancing clinical trials to bring new therapeutics to market.
- Utilize licensing agreements to expand product offerings and market reach.
- Invest in R&D to drive innovation and maintain competitive advantage.
What Industry Does ARWR Operate In?
The biotechnology industry is experiencing robust growth, driven by advancements in genetic therapies and personalized medicine. The global RNA interference therapeutics market is expected to expand significantly, fueled by increasing investments in research and development, as well as a growing focus on targeted therapies for complex diseases. Arrowhead Pharmaceuticals operates in a competitive landscape alongside peers such as Axsome Therapeutics, Krystal Biotech, and TG Therapeutics, each vying for market share in the rapidly evolving biotechnology sector. The increasing prevalence of chronic diseases and the demand for innovative treatment options position Arrowhead favorably within this dynamic industry.
Who Are ARWR's Key Customers?
- Healthcare providers seeking innovative treatment options for patients.
- Pharmaceutical companies interested in collaboration and licensing opportunities.
- Patients suffering from intractable diseases and genetic disorders.
- Investors looking for growth opportunities in the biotechnology sector.
- Regulatory bodies involved in the approval of new therapeutics.
FY2026 estForward Outlook
Wall Street analysts project Arrowhead Pharmaceuticals, Inc. revenue of about $448.7M for fiscal 2026, with EPS near $-3.12. The estimate reflects 11 contributing analysts.
F-Score 3/9Financial Health
Arrowhead Pharmaceuticals, Inc.'s Piotroski F-Score is 3/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 4.04 places it in the safe zone, indicating low near-term bankruptcy risk.
ROE -55%Key Financial Metrics
Return on equity for Arrowhead Pharmaceuticals, Inc. stands at -55.4%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -13.3%, showing how much profit it generates from its asset base. Its free cash flow yield is -0.5%, a gauge of the cash the business throws off relative to its market value. A current ratio of 6.23 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -3.0%, the inverse of the P/E and a quick read on earnings relative to price.
Arrowhead Pharmaceuticals, Inc. (ARWR) Valuation Context
Valued at $12.23B, ARWR is classified as a large-cap stock. Relative to its peer group, ARWR's quantitative score of 31/100 is below the peer average of 63/100.
ARWR Revenue & Earnings Trend
In Q1 2026, ARWR generated $73.7M in top-line revenue, marking a sequential decrease of 72.1%. The company recorded a net loss of $132.7M, with diluted EPS of $-0.93. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Healthcare. Across the four most recent quarters, ARWR averaged $-0.54 in diluted EPS.
Company Profile
Arrowhead Pharmaceuticals, Inc. operates in the Biotechnology industry within the Healthcare sector. It is headquartered in Pasadena, US. The company is led by CEO Christopher R. Anzalone. ARWR has traded publicly since 1993.
ARWR Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Arrowhead's RNAi platform is gaining serious traction; more partnerships could be on the horizon. Think Alnylam a few years back.
- The market's starting to see RNAi as less of a 'maybe' and more of a 'definitely' for treating diseases. Arrowhead is a leader here.
- Recent insider buying signals confidence from those who know the company best. Always a good sign.
- Community buzz suggests upcoming data releases could be positive catalysts for the stock.
Bear Case
- RNAi is still relatively new; clinical trial setbacks are always a risk. Remember what happened to Dicerna?
- Competition in the RNAi space is heating up; Arrowhead needs to stay ahead of the curve.
- Community sentiment reveals some concerns about the pace of commercialization; patience is wearing thin for some.
- Broader market volatility could impact even fundamentally sound companies like Arrowhead. The tide can pull all ships down.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $74M | -$133M | -$0.93 |
| Q4 2025 | $264M | $31M | $0.22 |
| Q3 2025 | $256M | -$24M | -$0.17 |
| Q2 2025 | $28M | -$175M | -$1.26 |
Based on FMP financials and quantitative analysis
ARWR Latest News
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Biohaven, Goodyear Tire And Other Big Stocks Moving Lower In Monday’s Pre-Market Session
benzinga · Jun 29, 2026
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Arrowhead Pharmaceuticals Lines Up SHASTA Readout as REDEMPLO Launch Gains Traction
marketbeat.com · Jun 5, 2026
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Arrowhead Pharmaceuticals to Participate in Upcoming June 2026 Events
gurufocus.com · Jun 2, 2026
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Arrowhead Presents Interim Results From Phase 1/2a Clinical Trial Of ARO-INHBE, Investigational RNAi Therapeutic Developed As Potential Treatment For Obesity And Metabolic Dysfunction-Associated Steatohepatitis
benzinga · May 27, 2026
ARWR Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ARWR.
Price Targets
Consensus target: $78.89
ARWR MoonshotScore
What does this score mean?
The MoonshotScore rates ARWR's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Biohaven, Goodyear Tire And Other Big Stocks Moving Lower In Monday’s Pre-Market Session
Arrowhead Pharmaceuticals Lines Up SHASTA Readout as REDEMPLO Launch Gains Traction
Arrowhead Pharmaceuticals to Participate in Upcoming June 2026 Events
Arrowhead Presents Interim Results From Phase 1/2a Clinical Trial Of ARO-INHBE, Investigational RNAi Therapeutic Developed As Potential Treatment For Obesity And Metabolic Dysfunction-Associated Steatohepatitis
Latest Arrowhead Pharmaceuticals, Inc. Analysis
Common Questions About ARWR (Healthcare)
What are the key factors to evaluate for ARWR?
Arrowhead Pharmaceuticals, Inc. (ARWR) holds an AI score of 31/100 (low). P/E: 51.2x vs the S&P 500's ~20-25x. Analysts target $78.89 (-9%). Not financial advice.
How frequently does ARWR data refresh on this page?
ARWR prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven ARWR's recent stock price performance?
Arrowhead Pharmaceuticals, Inc. (ARWR) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Innovative RNAi technology with a strong pipeline of therapeutics. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider ARWR overvalued or undervalued right now?
Arrowhead Pharmaceuticals, Inc. (ARWR) trades at 51.2x earnings. Analysts target $78.89 (-9%) — near fair value. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying ARWR?
Before investing in Arrowhead Pharmaceuticals, Inc. (ARWR), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding ARWR to a portfolio?
Key strength of Arrowhead Pharmaceuticals, Inc. (ARWR): Innovative RNAi technology with a strong pipeline of therapeutics. Weigh rewards against risks and diversify. Not financial advice.
Can I buy fractional shares of ARWR?
Yes, most major brokerages offer fractional shares of Arrowhead Pharmaceuticals, Inc. (ARWR) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.
How can I track ARWR's earnings and financial reports?
Arrowhead Pharmaceuticals, Inc. (ARWR) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Setting up alerts through your brokerage for ARWR earnings announcements is recommended.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.