NBIX Earnings
Monday, May 04 2026
EPS Estimate
$1.72
$1.42 – $2.17
Revenue Estimate
$771M
Current Price
$133.25
Our Position
neutralTruist cuts target 17% on 2026 outlook caution
structured data
est. revisions rising
(+10.3pp / 30d)
The target cut reflects realistic repricing after a strong 2025 run — when growth slows from 22% to lower levels (as 2026 guidance implies), the stock's premium valuation compresses. However, keeping a Buy rating signals Truist still sees upside, meaning the new target likely reflects a balanced risk-reward rather than fundamental deterioration. The 2026 outlook is the inflection point: if guidance holds at mid-teens growth, NBIX can defend its position as a specialty biotech cash cow.
Watch: Watch NBIX's next earnings call for 2026 sales trajectory and INGREZZA's competitive positioning. A slowdown below 15% growth could trigger further downside; sustained 15-20% growth would validate the Buy thesis at the new target.
Data Signal Summary
0 bullish
2 bearish
Insider selling cluster
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
27.0
Est. Revisions (30d)
+0.1% 0up/3dn
Analyst Target (mean)
$186 $140–$251 +40%
Options P/C Ratio
0.97
Est. Dispersion
44% 13 analysts
Insider Cluster
strong sell
Fund Convergence
strong Renaissance, D.E. Shaw, Two Sigma, Bridgewater, Citadel
Recent Activity
insider trades
146 transactions
Other
·
ONYIA JUDE (Officer)
·5,407 shares
Other
·
ABERNETHY MATTHEW C (Chief Financial Officer)
·2,249 shares
Other
·
ONYIA JUDE (Officer)
·3,110 shares
Award
·
COOKE JULIE SMITH (Officer)
·9,968 shares
Other
·
COOKE JULIE SMITH (Officer)
·4,298 shares
141 more
Award
·
BOYER DAVID WARREN
·9,968 shr
Other
·
BOYER DAVID WARREN
·4,952 shr
Award
·
ONYIA JUDE
·19,935 shr
Other
·
ONYIA JUDE
·7,967 shr
Award
·
DELAET INGRID
·19,935 shr
Other
·
DELAET INGRID
·4,360 shr
Award
·
LIPPOLDT DARIN M
·9,968 shr
Other
·
LIPPOLDT DARIN M
·365 shr
Other
·
LIPPOLDT DARIN M
·5,892 shr
Award
·
GANO KYLE W
·9,968 shr
Other
·
GANO KYLE W
·9,714 shr
Award
·
BENEVICH ERIC S.
·16,613 shr
Other
·
BENEVICH ERIC S.
·6,049 shr
Award
·
ABERNETHY MATTHEW C
·9,968 shr
Other
·
ABERNETHY MATTHEW C
·6,940 shr
Award
·
GORMAN KEVIN CHARLES
·63,724 shr
Other
·
GORMAN KEVIN CHARLES
·10,981 shr
Other
·
COOKE JULIE SMITH
·1,741 shr
Other
·
BOYER DAVID WARREN
·2,096 shr
Other
·
ONYIA JUDE
·238 shr
Other
·
DELAET INGRID
·801 shr
Other
·
LIPPOLDT DARIN M
·2,373 shr
Other
·
GANO KYLE W
·2,927 shr
Other
·
BENEVICH ERIC S.
·2,294 shr
Other
·
ABERNETHY MATTHEW C
·2,437 shr
Other
·
GORMAN KEVIN CHARLES
·5,142 shr
Sell
·
GANO KYLE W
·36,400 shr
·$4,830,458
Exercise
·
GANO KYLE W
·36,400 shr
·$1,310,036
Exercise
·
LIPPOLDT DARIN M
·3,349 shr
·$120,531
Sell
·
NORWALK LESLIE V
·6,190 shr
·$945,702
Exercise
·
NORWALK LESLIE V
·10,000 shr
·$910,742
Sell
·
LIPPOLDT DARIN M
·4,376 shr
·$698,615
Exercise
·
LIPPOLDT DARIN M
·4,376 shr
·$189,218
Sell
·
LYONS GARY A
·15,000 shr
·$2,289,082
Exercise
·
LYONS GARY A
·15,000 shr
·$718,350
Other
·
ONYIA JUDE
·4,426 shr
Sell
·
BENEVICH ERIC S.
·5,970 shr
·$905,881
Exercise
·
BENEVICH ERIC S.
·5,970 shr
·$214,860
Exercise
·
BENEVICH ERIC S.
·12,830 shr
·$461,752
Sell
·
MORROW GEORGE J
·15,000 shr
·$2,150,512
Exercise
·
MORROW GEORGE J
·15,000 shr
·$718,350
Sell
·
RASTETTER WILLIAM H
·18,000 shr
·$2,732,690
Exercise
·
RASTETTER WILLIAM H
·18,000 shr
·$862,020
Sell
·
GANO KYLE W
·300 shr
·$42,591
Other
·
GANO KYLE W
·613 shr
Other
·
ONYIA JUDE
·1,470 shr
Other
·
SHERWIN STEPHEN A
·1,000 shr
Sell
·
GORMAN KEVIN CHARLES
·106,322 shr
·$13,440,281
Exercise
·
GORMAN KEVIN CHARLES
·106,322 shr
·$3,826,529
Other
·
ONYIA JUDE
·3,116 shr
Sell
·
DELAET INGRID
·457 shr
·$61,695
Exercise
·
DELAET INGRID
·457 shr
·$36,112
Sell
·
ONYIA JUDE
·59,819 shr
·$7,803,688
Exercise
·
ONYIA JUDE
·59,819 shr
·$5,069,062
Sell
·
ONYIA JUDE
·20,362 shr
·$2,649,738
Exercise
·
ONYIA JUDE
·20,362 shr
·$1,725,476
Sell
·
GORMAN KEVIN CHARLES
·9,613 shr
·$1,157,211
Other
·
MORROW GEORGE J
·2,869 shr
Other
·
RASTETTER WILLIAM H
·2,869 shr
Other
·
LYONS GARY A
·1,435 shr
Other
·
SHERWIN STEPHEN A
·2,869 shr
Other
·
POPS RICHARD F
·2,869 shr
Other
·
POON CHRISTINE A
·1,435 shr
Other
·
MERCIER JOHANNA
·1,435 shr
Other
·
NORWALK LESLIE V
·1,435 shr
Other
·
SHARP SHALINI
·1,435 shr
Exercise
·
COOKE JULIE SMITH
·6,468 shr
·$399,852
Sell
·
RASTETTER WILLIAM H
·30,000 shr
·$3,305,952
Exercise
·
RASTETTER WILLIAM H
·30,000 shr
·$1,282,800
Sell
·
ROBERTS EIRY WYN
·2,218 shr
·$258,264
Sell
·
SHERWIN STEPHEN A
·13,831 shr
·$1,613,923
Other
·
ROBERTS EIRY WYN
·4,605 shr
Sell
·
COOKE JULIE SMITH
·1,551 shr
·$181,129
Other
·
COOKE JULIE SMITH
·2,910 shr
Sell
·
BOYER DAVID WARREN
·1,785 shr
·$208,387
Other
·
BOYER DAVID WARREN
·3,352 shr
Sell
·
ONYIA JUDE
·2,879 shr
·$336,239
Sell
·
DELAET INGRID
·1,471 shr
·$171,674
Other
·
DELAET INGRID
·2,759 shr
Sell
·
LIPPOLDT DARIN M
·2,184 shr
·$254,992
Other
·
LIPPOLDT DARIN M
·4,100 shr
Sell
·
GANO KYLE W
·2,558 shr
·$298,908
Other
·
GANO KYLE W
·4,807 shr
Sell
·
BENEVICH ERIC S.
·2,154 shr
·$251,428
Other
·
BENEVICH ERIC S.
·4,044 shr
Sell
·
ABERNETHY MATTHEW C
·2,558 shr
·$298,923
Other
·
ABERNETHY MATTHEW C
·4,807 shr
Sell
·
GORMAN KEVIN CHARLES
·5,844 shr
·$681,914
Other
·
GORMAN KEVIN CHARLES
·10,979 shr
Other
·
LIPPOLDT DARIN M
·190 shr
Sell
·
ROBERTS EIRY WYN
·980 shr
·$115,853
Sell
·
COOKE JULIE SMITH
·700 shr
·$82,792
Sell
·
BOYER DAVID WARREN
·700 shr
·$82,820
Sell
·
LIPPOLDT DARIN M
·911 shr
·$107,727
Sell
·
GANO KYLE W
·980 shr
·$116,020
Sell
·
BENEVICH ERIC S.
·980 shr
·$115,940
Sell
·
ABERNETHY MATTHEW C
·980 shr
·$115,909
Sell
·
GORMAN KEVIN CHARLES
·2,274 shr
·$269,167
Other
·
ROBERTS EIRY WYN
·1,860 shr
Other
·
COOKE JULIE SMITH
·1,329 shr
Other
·
BOYER DAVID WARREN
·1,329 shr
Other
·
LIPPOLDT DARIN M
·1,727 shr
Other
·
GANO KYLE W
·1,860 shr
Other
·
BENEVICH ERIC S.
·1,860 shr
Other
·
ABERNETHY MATTHEW C
·1,860 shr
Other
·
GORMAN KEVIN CHARLES
·4,318 shr
Sell
·
DELAET INGRID
·1,045 shr
·$157,594
Other
·
DELAET INGRID
·1,980 shr
Sell
·
ROBERTS EIRY WYN
·1,457 shr
·$222,636
Other
·
ROBERTS EIRY WYN
·2,769 shr
Sell
·
COOKE JULIE SMITH
·1,740 shr
·$266,025
Other
·
COOKE JULIE SMITH
·1,740 shr
Sell
·
BOYER DAVID WARREN
·1,104 shr
·$168,849
Sell
·
ONYIA JUDE
·126 shr
·$19,274
Sell
·
LIPPOLDT DARIN M
·1,250 shr
·$191,133
Sell
·
GANO KYLE W
·1,541 shr
·$235,577
Sell
·
BENEVICH ERIC S.
·1,207 shr
·$184,599
Sell
·
ABERNETHY MATTHEW C
·1,283 shr
·$196,136
Other
·
ABERNETHY MATTHEW C
·2,436 shr
Sell
·
GORMAN KEVIN CHARLES
·2,707 shr
·$413,967
Other
·
GORMAN KEVIN CHARLES
·5,141 shr
Sell
·
GORMAN KEVIN CHARLES
·146,105 shr
·$21,836,503
Exercise
·
GORMAN KEVIN CHARLES
·146,105 shr
·$4,820,004
Sell
·
GANO KYLE W
·65,000 shr
·$9,197,550
Exercise
·
GANO KYLE W
·65,000 shr
·$2,144,350
Sell
·
DELAET INGRID
·272 shr
·$37,563
Exercise
·
DELAET INGRID
·272 shr
·$21,493
Sell
·
DELAET INGRID
·1,091 shr
·$147,285
Exercise
·
DELAET INGRID
·1,091 shr
·$86,211
Sell
·
ONYIA JUDE
·2,331 shr
·$294,373
Exercise
·
ROBERTS EIRY WYN
·7,345 shr
·$599,873
Other
·
SHERWIN STEPHEN A
·2,000 shr
Sell
·
BOYER DAVID WARREN
·1,295 shr
·$147,190
Sell
·
BOYER DAVID WARREN
·3,461 shr
·$421,828
Sell
·
RASTETTER WILLIAM H
·14,250 shr
·$2,090,332
Sell
·
LYONS GARY A
·11,570 shr
·$1,740,450
Exercise
·
LYONS GARY A
·11,570 shr
·$494,733
Sell
·
DELAET INGRID
·7,143 shr
·$1,072,180
Exercise
·
DELAET INGRID
·3,043 shr
·$315,011
Sell
·
ABERNETHY MATTHEW C
·14,100 shr
·$2,120,347
Exercise
·
ABERNETHY MATTHEW C
·14,100 shr
·$1,037,760
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