Key Stats for United Therapeutics Stock
- Earnings Reaction: -5.89%
- Current Price: $535.10
- Valuation Model Target: $687.32
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What Happened?
United Therapeutics (UTHR) has officially entered a hyper-growth phase.
The biotechnology pioneer surpassed a massive financial milestone, reporting record full-year 2025 revenue of over $3 billion for the first time in its history.
Total revenue surged 11% for the year, fueled by explosive demand for its flagship pulmonary arterial hypertension (PAH) treatment, Tyvaso.
Management delivered an incredibly aggressive vision for 2027, featuring three paradigm-shattering product launches.
The center of this strategy is a new soft mist inhaler called Tresmi.
This “category killer” device aims to reduce harsh coughing, the primary reason patients stop treatment, by a staggering 90%.
CEO Martine Rothblatt detailed exactly why this technology makes existing dry powder inhalers obsolete.
Rothblatt stated verbatim: “The days of people discontinuing their PAH or ILD therapy due to cough will be over. Anyone would rather have soft mist than dry powder.”
The company is also preparing to unblind pivotal data next week for its once daily super prostacyclin, aimed at revolutionizing dosing frequency for patients.
See analysts’ growth forecasts and price targets for United Therapeutics stock (It’s free!) >>>
Is United Therapeutics Undervalued Today?
The TIKR Model indicates that the market is severely underestimating the terminal value of the company’s organ manufacturing and AI drug discovery platforms.
The model projects a massive target price of $687.32, representing an attractive 28.4% potential total return from current levels.
Rather than relying solely on traditional laboratory testing, United Therapeutics is weaponizing an AI-enabled digital lung model.
This proprietary technology allows the company to run hundreds of accurate digital clinical trials in a fraction of the time required for human studies.
Simultaneously, the company’s xenotransplantation division is on track to launch a commercial product by 2030.
President and COO Michael Benkowitz explained exactly how the current product momentum is supporting this long-term innovation.
Benkowitz stated verbatim: “Building on the strength of this past year, we expect this foundation will continue to support durable double-digit growth and ongoing success over the long term.”
Read the full United Therapeutics Transcript on TIKR to see the 2027 launch schedule >>>
Valuation Deep Dive
The TIKR Advanced Valuation Model identifies United Therapeutics as a highly efficient medical monopoly successfully expanding its addressable market through ruthless engineering innovation.
- Target Price: $687.32
- Current Price: $535.10
- Annualized Return (IRR): 5.3%
The $4 Billion Revenue Run Rate: Management has officially doubled down on its commitment to achieve a massive $4 billion revenue run rate by the end of 2027. According to the TIKR Historical Breakdown, the company delivered a surging 16.5% Revenue CAGR over the last year. As Tyvaso DPI continues its market share expansion in the uncaptured interstitial lung disease (ILD) segment, the company possesses the pricing power to sustain these elite growth rates.
Exceptional Net Income Margins: United Therapeutics operates one of the most profitable business models in the entire biotechnology sector. According to the TIKR Historical Breakdown, the company maintained an incredible 41.5% Net Income Margin over the last year, consistently outperforming its 10-year average of 44.5%. This massive cash flow is being aggressively reinvested into a Skunkworks division that is currently developing once daily inhalers and synthetic organ bioprinting.
Conclusion: A dominant medical innovator successfully hitting record revenue while preparing a “category-crushing” pipeline for 2027. United Therapeutics offers an attractive 28.4% projected return potential. The path to the $687.32 target is paved by elite profit margins, the Tresmi launch, and proprietary AI lung modeling.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
