UTHR

Over the past six months (March - September 2026), United Therapeutics experienced several stock-influencing events. In Q1 2026, the company reported a 2% year-over-year revenue decrease to $781.5 million but highlighted positive study results and pipeline expansion plans. The FDA accepted a supplemental New Drug Application (sNDA) for nebulized Tyvaso Inhalation Solution to treat Idiopathic Pulmonary Fibrosis (IPF), a significant development. Q2 2026 earnings were mixed, with EPS surpassing estimates but revenue falling short, leading to BofA Securities lowering its price target after the company did not reaffirm Tyvaso sales guidance. United Therapeutics also announced an accelerated share repurchase agreement for its remaining $2.0 billion authorization. Analyst rating changes included Goldman Sachs initiating coverage with a Sell rating, RBC Capital lowering its price target while maintaining Outperform, and Morgan Stanley also lowering its price target with an Equal Weight rating. Despite recent pullbacks, the stock showed a 1-year total shareholder return of 23.48% as of September 17, 2026.