United Therapeutics (UTHR)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$608.49+1.19%
Close 2026-11-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
Research Workspace
Put UTHR 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 →
Biotechnology is in steady. 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 — Maintain strong operating income: Comparison needs review.
View ThesisRevenue growth is slowing — up about 2% over the past year and decelerating.
View GrowthRanks among the strongest in its industry on quality — around the top 9%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskUTHR's Tyvaso franchise must keep compounding to justify the price. Revenue fell 2% year over year in the latest quarter. The company beat earnings estimates by 6.6% in Q2. It trades at 21x earnings versus a 22x peer median. The price reflects less growth than we forecast. The primary pillar is under pressure, but the comparison is unverified. The thesis comparison is not yet verified. Peer multiples imply a price roughly in line with where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. UTHR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering UTHR (as of Nov 2026).
Based on 8 Wall Street analysts offering 12-month price targets for UTHR in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| UTHR 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 12 valuation methods, at three horizons. As of 2026-11-04. 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 Biotechnology — fair value, gap to price, and forward P/E.
Compare the value case
Put UTHR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Advance regulatory approvals for ralinepag and nebulized Tyvaso
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 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $608.49
The last 12 months of price, then the range of analyst 12-month targets from today’s $608.49.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Confirms 2027 NDA timeline for key growth asset.
Advances: Advance regulatory approvals for ralinepag and nebulized Tyvaso
FDA clearance advances clinical development, but trial approval is not product approval.
Advances: Execute $2 billion share repurchase program
Additional $2B repurchase plan advances capital returns, though execution and funding remain to be assessed.
Advances: Advance organ manufacturing pipeline and xeno-organ production facilities
Third xenograft facility expands organ-production capacity and advances the manufacturing pipeline.
Patent resolution may impact competitive landscape for UTHR.
Settlement reduces legal risks, supporting growth objectives.
Court ruling positively impacts competitive landscape.
Advances: Advance regulatory approvals for ralinepag and nebulized Tyvaso in new indicati…
Indicates positive outlook for regulatory approvals and growth.
