AUPH

AUPH Earnings Preview

Aurinia Pharmaceuticals Inc. · Healthcare · $2B

14d until earnings

AUPH Earnings

Monday, May 11 2026
EPS Estimate
$0.20
$0.16 – $0.25
Revenue Estimate
$77M
Current Price
$15.98

Our Position

bullish

Aurinia Posts 25% LUPKYNIS Growth, Guides 11-15% Higher 2026

structured data est. revisions falling (-19.3pp / 30d)

Aurinia has shifted from growth story to steady cash generator. Revenue beats and raised guidance validate LUPKYNIS penetration in a large, underpenetrated market (lupus nephritis affects roughly 50,000 patients in the US). The slowdown from 25% to low double-digit guidance reflects market saturation risk, but the company's strong balance sheet and profitable operations give it optionality — either to reinvest in pipeline depth or continue shareholder returns.

Watch: Monitor 2026 quarterly trends to confirm the company is tracking within guidance. If LUPKYNIS net product sales growth slips below 12% in H1 2026, it signals earlier-than-expected plateau, which could pressure the narrative and multiple.

Data Signal Summary

1 bullish
3 bearish
Estimates down -8% Insider selling cluster Put/call 0.1 (bullish skew) Price downtrend

Key Context

Insider Activity
buying
Price Trend
downtrend
From 52w High
-2.7%
P/E Ratio
7.7
Est. Revisions (30d)
-8.1% 0up/1dn
Analyst Target (mean)
$17 $15–$21 +6%
Options P/C Ratio
0.12
Est. Dispersion
46% 4 analysts
Insider Cluster
strong sell
Fund Convergence
strong Renaissance, Two Sigma, Citadel, D.E. Shaw

Recent Activity

insider trades 143 transactions
Buy · TANG KEVIN C (Director) ·900,000 shares ·$12,688,806
Award · KEENAN GREG (Officer) ·40,586 shares
Award · MILLER JOSEPH M (Chief Financial Officer) ·57,229 shares
Award · GREENLEAF PETER S (Chief Executive Officer) ·196,403 shares
Award · DONLEY MATTHEW MAXWELL (Chief Operating Officer) ·58,160 shares
138 more
Award · ROBERTSON STEPHEN P ·59,090 shr
Award · MILLER JOSEPH M ·49,038 shr
Award · GREENLEAF PETER S ·165,384 shr
Award · DONLEY MATTHEW MAXWELL ·54,166 shr
Award · ROBERTSON STEPHEN P ·48,558 shr
Buy · TANG KEVIN C ·1,300,000 shr ·$13,590,000
Sell · KEENAN GREG ·20,000 shr ·$210,000
Sell · KEENAN GREG ·8,305 shr ·$68,350
Buy · TANG KEVIN C ·1,600,000 shr ·$12,713,126
Sell · MILLER JOSEPH M ·118,013 shr ·$939,612
Sell · GREENLEAF PETER S ·360,540 shr ·$2,871,124
Sell · DONLEY MATTHEW MAXWELL ·124,893 shr ·$994,425
Sell · ROBERTSON STEPHEN P ·122,479 shr ·$975,223
Sell · KEENAN GREG ·12,239 shr ·$97,912
Award · MILLER JOSEPH M ·196,168 shr
Award · GREENLEAF PETER S ·624,433 shr
Award · DONLEY MATTHEW MAXWELL ·218,348 shr
Award · ROBERTSON STEPHEN P ·186,512 shr
Award · KEENAN GREG ·62,583 shr
Buy · TANG KEVIN C ·1,200,000 shr ·$10,822,000
Award · JOHNSON CRAIG A ·20,631 shr
Award · BAILEY JEFFREY ALLEN ·12,135 shr
Award · SMITH KAREN LESLEY M.D. PH.D. ·12,135 shr
Award · JAYNE DAVID ROLAND WALKER ·12,135 shr
Award · LEVERSAGE JILL DIANE ·12,135 shr
Sell · BAILEY JEFFREY ALLEN ·4,557 shr ·$38,416
Sell · SMITH KAREN LESLEY M.D. PH.D. ·5,241 shr ·$44,182
Other · BAILEY JEFFREY ALLEN ·17,913 shr
Other · SMITH KAREN LESLEY M.D. PH.D. ·17,913 shr
Sell · HABIG SCOTT MICHAEL ·18,249 shr ·$96,902
Sell · MACKAY-DUNN R HECTOR ·5,630 shr ·$32,316
Sell · BILLEN DANIEL ·5,252 shr ·$30,146
Sell · JAYNE DAVID ROLAND WALKER ·4,946 shr ·$28,390
Sell · LEVERSAGE JILL DIANE ·5,610 shr ·$32,201
Sell · BALAKRISHNAN BRINDA ·520 shr ·$2,985
Buy · Aurinia Pharmaceuticals ·117,602 shr ·$1,854,936
Buy · Aurinia Pharmaceuticals ·59,162 shr ·$943,752
Other · Donley (Matthew Maxwell) ·14,868 shr
Buy · Aurinia Pharmaceuticals ·112,512 shr ·$1,693,980
Buy · Aurinia Pharmaceuticals ·118,324 shr ·$1,867,389
Buy · Aurinia Pharmaceuticals ·84,823 shr ·$1,360,221
Buy · Aurinia Pharmaceuticals ·118,782 shr ·$1,819,740
Buy · Aurinia Pharmaceuticals ·118,542 shr ·$1,813,811
Buy · Aurinia Pharmaceuticals ·118,782 shr ·$1,735,998
Buy · Aurinia Pharmaceuticals ·171,941 shr ·$2,403,391
Buy · Aurinia Pharmaceuticals ·113,474 shr ·$1,622,791
Buy · Aurinia Pharmaceuticals ·113,474 shr ·$1,633,798
Buy · Aurinia Pharmaceuticals ·113,474 shr ·$1,653,089
Buy · Aurinia Pharmaceuticals ·113,474 shr ·$1,597,373
Buy · Aurinia Pharmaceuticals ·113,474 shr ·$1,671,018
Buy · Aurinia Pharmaceuticals ·162,182 shr ·$2,268,926
Buy · Aurinia Pharmaceuticals ·108,335 shr ·$1,517,665
Buy · Aurinia Pharmaceuticals ·108,118 shr ·$1,529,004
Buy · Aurinia Pharmaceuticals ·107,108 shr ·$1,546,318
Buy · Aurinia Pharmaceuticals ·103,073 shr ·$1,478,479
Buy · Aurinia Pharmaceuticals ·91,681 shr ·$1,304,162
Other · Keenan (Greg) ·8,618 shr
Buy · Aurinia Pharmaceuticals ·89,482 shr ·$1,319,412
Buy · Aurinia Pharmaceuticals ·85,881 shr ·$1,285,295
Buy · Aurinia Pharmaceuticals ·89,922 shr ·$1,277,342
Other · Tang (Kevin C) ·126,643 shr ·$1,800,863
Other · Tang (Kevin C) ·57,565 shr ·$818,574
Other · Donley (Matthew Maxwell) ·49,617 shr
Other · Greenleaf (Peter S) ·121,579 shr
Other · Miller (Joseph M) ·38,963 shr
Other · Robertson (Stephen P) ·31,745 shr
Other · Tang (Kevin C) ·57,448 shr ·$823,229
Other · Tang (Kevin C) ·79,607 shr ·$1,131,215
Other · Tang (Kevin C) ·26,113 shr ·$374,199
Other · Tang (Kevin C) ·36,185 shr ·$514,188
Buy · Aurinia Pharmaceuticals ·89,922 shr ·$1,279,590
Buy · Aurinia Pharmaceuticals ·100,234 shr ·$1,392,350
Other · Tang (Kevin C) ·206,250 shr ·$2,866,875
Other · Tang (Kevin C) ·147,702 shr ·$2,085,552
Other · Tang (Kevin C) ·1,100 shr ·$15,818
Other · Tang (Kevin C) ·93,750 shr ·$1,303,125
Other · Tang (Kevin C) ·67,137 shr ·$947,974
Other · Tang (Kevin C) ·500 shr ·$7,190
Other · Donley (Matthew Maxwell) ·39,321 shr
Other · Greenleaf (Peter S) ·120,342 shr
Other · Miller (Joseph M) ·32,960 shr
Other · Robertson (Stephen P) ·30,105 shr
Other · Keenan (Greg) ·11,195 shr
Other · Donley (Matthew Maxwell) ·37,213 shr
Other · Donley (Matthew Maxwell) ·3,957 shr
Other · Greenleaf (Peter S) ·3,877 shr
Other · Greenleaf (Peter S) ·91,185 shr
Other · Greenleaf (Peter S) ·45,191 shr
Other · Miller (Joseph M) ·29,223 shr
Other · Miller (Joseph M) ·12,492 shr
Other · Miller (Joseph M) ·2,889 shr
Other · Robertson (Stephen P) ·23,809 shr
Other · Robertson (Stephen P) ·11,289 shr
Other · Robertson (Stephen P) ·885 shr
Other · Bailey (Jeffrey Allen) ·9,419 shr
Other · Johnson (Craig A) ·14,592 shr
Other · Tang (Kevin C) ·112,480 shr ·$1,313,766
Other · Tang (Kevin C) ·87,520 shr ·$1,022,233
Other · Tang (Kevin C) ·56,240 shr ·$637,761
Other · Tang (Kevin C) ·43,760 shr ·$496,238
Other · Keenan (Greg) ·20,000 shr ·$210,000
Other · Tang (Kevin C) ·500,000 shr
Other · Tang (Kevin C) ·562,400 shr ·$5,691,488
Other · Tang (Kevin C) ·437,600 shr ·$4,428,512
Buy · Aurinia Pharmaceuticals ·22,286 shr ·$219,583
Buy · Aurinia Pharmaceuticals ·23,982 shr ·$212,504
Buy · Aurinia Pharmaceuticals ·59,055 shr ·$525,825
Buy · Aurinia Pharmaceuticals ·82,382 shr ·$733,529
Buy · Aurinia Pharmaceuticals ·82,158 shr ·$732,438
Buy · Aurinia Pharmaceuticals ·82,520 shr ·$651,577
Buy · Aurinia Pharmaceuticals ·164,538 shr ·$1,248,514
Buy · Aurinia Pharmaceuticals ·163,875 shr ·$1,222,671
Buy · Aurinia Pharmaceuticals ·136,082 shr ·$1,024,289
Buy · Aurinia Pharmaceuticals ·136,772 shr ·$1,013,890
Buy · Aurinia Pharmaceuticals ·136,772 shr ·$1,064,359
Buy · Aurinia Pharmaceuticals ·68,386 shr ·$591,744
Buy · Aurinia Pharmaceuticals ·51,330 shr ·$442,053
Buy · Aurinia Pharmaceuticals ·50,145 shr ·$431,397
Buy · Aurinia Pharmaceuticals ·51,834 shr ·$418,507
Buy · Aurinia Pharmaceuticals ·51,834 shr ·$415,501
Buy · Aurinia Pharmaceuticals ·103,668 shr ·$810,165
Buy · Aurinia Pharmaceuticals ·113,792 shr ·$887,918
Buy · Aurinia Pharmaceuticals ·113,792 shr ·$905,556
Buy · Aurinia Pharmaceuticals ·110,790 shr ·$885,987
Buy · Aurinia Pharmaceuticals ·56,896 shr ·$467,059
Buy · Aurinia Pharmaceuticals ·69,658 shr ·$568,060
Buy · Aurinia Pharmaceuticals ·69,271 shr ·$569,892
Buy · Aurinia Pharmaceuticals ·68,966 shr ·$564,486
Buy · Aurinia Pharmaceuticals ·68,654 shr ·$563,306
Buy · Aurinia Pharmaceuticals ·68,654 shr ·$560,834
Buy · Aurinia Pharmaceuticals ·69,658 shr ·$569,036
Buy · Aurinia Pharmaceuticals ·69,783 shr ·$572,081
Buy · Aurinia Pharmaceuticals ·69,783 shr ·$562,799
Buy · Aurinia Pharmaceuticals ·60,396 shr ·$969,476
Buy · Aurinia Pharmaceuticals ·119,546 shr ·$1,895,760
Buy · Aurinia Pharmaceuticals ·96,303 shr ·$1,537,477
Buy · Aurinia Pharmaceuticals ·59,970 shr ·$978,290
Buy · Aurinia Pharmaceuticals ·77,648 shr ·$1,238,407