ACCE price target published on 11 Oct 2026, 00:00 CEST.
Price used: $34.49 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus and Sales comps.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
58
out of 100
Analysts
88% buy
8 covering
P/E
0.0x
forward 36.5x
1-year return
+99.0%
Dividend yield
0.00%
UroGen Pharma Ltd. Ordinary Shares in four questions
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Overview
ACCE thesis
UroGen Pharma sells JELMYTO and ZUSDURI, two uro-oncology drugs delivered directly into the urinary tract via its proprietary hydrogel system, aimed at upper tract urothelial cancer and bladder cancer. Its moat rests on that drug-delivery platform and the regulatory exclusivity around its approved products, which is why gross margin sits at 90.8%. Revenue growth of 199.2% shows the commercial launch is working, though operating margin of just 0.1% means the business has only recently reached break-even and has not yet proven durable profitability. The near-term question is whether sales keep compounding fast enough to bring operating margins meaningfully above zero, since the 36.5x forward P/E already prices in a good deal of that improvement. With a 52/100 score and a negative ROE of -1481.3%, this is a name that merits a deeper look at launch trajectory and cash burn before any further consideration.