Ironwood Pharmaceuticals, Inc. (IRWD)
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-09-14
$4.17+2.21%
Close 2026-09-14 · 1-day change
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-09-14
Research Workspace
Put IRWD beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Pharmaceuticals is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Adjusted EBITDA over $300 million in 2026: FY26 Adj EBITDA guidance $45M-$79M vs $300M target.
View ThesisRevenue growth is accelerating — up about 26% over the past year.
View GrowthManagement screens strong on capital allocation, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 44% in its worst 12-month stretch.
View RiskIronwood Pharmaceuticals must achieve LINZESS U.S. net sales of $1.125-$1.175 billion to justify its price. Revenue grew 32.6% year over year, and the last quarter beat expectations. It trades at 5.2× P/E versus a 15× peer median, indicating that the price reflects less growth than forecasted. A specific risk is the 29% probability of a miss in the next quarter. Peer multiples imply a price about 60% above where it trades. The thesis is on watch due to pressure on adjusted EBITDA guidance.
Trailing returns as of 2026-09-14. IRWD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering IRWD (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare IRWD with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| IRWD Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 6 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Pharmaceuticals — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put IRWD next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Advance apraglutide clinical development
High dependence on trial could hinder apraglutide development.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Achieve LINZESS U.S. net sales of $1.125-$1.175 billion
Raising revenue guidance supports LINZESS sales growth objective.
Trial outcome could impact LINZESS sales growth.
Advances: Achieve LINZESS U.S. net sales of $1.125-$1.175 billion
Strong earnings momentum supports LINZESS sales growth objective.
Advances: Achieve LINZESS U.S. net sales of $1.125-$1.175 billion
Expanded approval could significantly boost LINZESS sales.
Advances: Achieve adjusted EBITDA over $300 million
Earnings improvement supports adjusted EBITDA growth.