Acadia Pharmaceuticals' fair value estimate has been raised from $31.80 to $33.25 per share, reflecting updated assumptions around its business outlook. Revenue growth assumption adjusts from 13.61% to 13.54%, net profit margin assumption shifts from 18.26% to 19.03%, future P/E multiple changes from 24.51 times to 23.28 times, and discount rate moves from 7.10% to 7.25%. Several analysts have raised price targets, with BofA, Deutsche Bank, Canaccord, Citi, Citizens and BMO now clustered in the mid $30s range, citing Daybue's second-quarter revenue of $308 million versus a $296 million consensus and updated fiscal 2026 Daybue guidance of $480 million to $510 million. The positive CHMP opinion for trofinetide in Europe is seen as important for the Daybue story, while upcoming Phase 2 remlifanserin data is viewed as a major potential catalyst, with Citi placing the stock on an upside 90-day catalyst watch tied to the Alzheimer's disease psychosis readout. Stifel maintains a Hold rating with a $25 target, describing remlifanserin as high risk and high reward, and Oppenheimer keeps a Perform rating despite stronger Daybue trends.
ACADIA Pharmaceuticals IncAnalysts raise price targets and fair value estimate on Daybue revenue beat and guidance.
