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Amicus Therapeutics (FOLD) Up 6.4% Since Last Earnings Report: Can It Continue?
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It has been about a month since the last earnings report for Amicus Therapeutics (FOLD - Free Report) . Shares have added about 6.4% in that time frame, outperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Amicus Therapeutics due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Amicus Therapeutics, Inc. before we dive into how investors and analysts have reacted as of late.
Amicus reported adjusted earnings of 17 cents per share for the third quarter of 2025, which beat the Zacks Consensus Estimate of 12 cents. The company had reported adjusted earnings of 10 cents per share in the year-ago quarter.
Revenues in the third quarter totaled $169.1 million, up 19% year over year on a reported basis and 17% at constant exchange rates (“CER”). The figure beat the Zacks Consensus Estimate of $165 million.
The top line increased year over year owing to higher revenues from Galafold and incremental revenues from the sale of Pombiliti + Opfolda.
Quarter in Detail
Galafold sales totaled $138.3 million, up 12% year over year at CER. The sale of the drug was driven by new patient starts, continued commercial execution in all markets and strong compliance.
Galafold sales missed the Zacks Consensus Estimate of $150 million but beat our model estimate of $134.9 million.
Net product sales of Pombiliti + Opfolda were $30.7 million. The reported figure beat the Zacks Consensus Estimate of $29.7 million as well as our model estimate of $29.4 million.
Adjusted operating expenses rose 15% to $95.4 million in the third quarter of 2025.
As of Sept. 30, 2025, Amicus had cash, cash equivalents and marketable securities worth $263.8 million compared with $231 million as of June 30, 2025.
2025 Guidance
Amicus maintained its financial guidance for 2025, which it had provided earlier this year.
The company continues to expect total revenues to grow in the range of 15-22% at CER for full-year 2025.
Revenues from Galafold are still expected to grow in the range of 10-15% at CER in 2025.
Pombiliti + Opfolda revenues are still expected to grow in the range of 50-65% at CER.
Total adjusted operating expenses are expected to be in the band of $380-$400 million.
Amicus continues to expect to achieve positive GAAP net income in the second half of 2025. The company targets to exceed $1 billion in total sales by 2028.
How Have Estimates Been Moving Since Then?
In the past month, investors have witnessed a downward trend in estimates review.
The consensus estimate has shifted -6.06% due to these changes.
VGM Scores
Currently, Amicus Therapeutics has a average Growth Score of C, a grade with the same score on the momentum front. Charting a somewhat similar path, the stock has a score of D on the value side, putting it in the bottom 40% for this investment strategy.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook
Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Amicus Therapeutics has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.
Performance of an Industry Player
Amicus Therapeutics belongs to the Zacks Medical - Biomedical and Genetics industry. Another stock from the same industry, GSK (GSK - Free Report) , has gained 4.9% over the past month. More than a month has passed since the company reported results for the quarter ended September 2025.
Glaxo reported revenues of $11.52 billion in the last reported quarter, representing a year-over-year change of +10.6%. EPS of $1.48 for the same period compares with $1.27 a year ago.
For the current quarter, Glaxo is expected to post earnings of $0.66 per share, indicating a change of +11.9% from the year-ago quarter. The Zacks Consensus Estimate has changed -1.9% over the last 30 days.
Glaxo has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of B.
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Amicus Therapeutics (FOLD) Up 6.4% Since Last Earnings Report: Can It Continue?
It has been about a month since the last earnings report for Amicus Therapeutics (FOLD - Free Report) . Shares have added about 6.4% in that time frame, outperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Amicus Therapeutics due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Amicus Therapeutics, Inc. before we dive into how investors and analysts have reacted as of late.
Amicus' Q3 Earnings Beat, Higher Product Sales Drive Y/Y Revenues
Amicus reported adjusted earnings of 17 cents per share for the third quarter of 2025, which beat the Zacks Consensus Estimate of 12 cents. The company had reported adjusted earnings of 10 cents per share in the year-ago quarter.
Revenues in the third quarter totaled $169.1 million, up 19% year over year on a reported basis and 17% at constant exchange rates (“CER”). The figure beat the Zacks Consensus Estimate of $165 million.
The top line increased year over year owing to higher revenues from Galafold and incremental revenues from the sale of Pombiliti + Opfolda.
Quarter in Detail
Galafold sales totaled $138.3 million, up 12% year over year at CER. The sale of the drug was driven by new patient starts, continued commercial execution in all markets and strong compliance.
Galafold sales missed the Zacks Consensus Estimate of $150 million but beat our model estimate of $134.9 million.
Net product sales of Pombiliti + Opfolda were $30.7 million. The reported figure beat the Zacks Consensus Estimate of $29.7 million as well as our model estimate of $29.4 million.
Adjusted operating expenses rose 15% to $95.4 million in the third quarter of 2025.
As of Sept. 30, 2025, Amicus had cash, cash equivalents and marketable securities worth $263.8 million compared with $231 million as of June 30, 2025.
2025 Guidance
Amicus maintained its financial guidance for 2025, which it had provided earlier this year.
The company continues to expect total revenues to grow in the range of 15-22% at CER for full-year 2025.
Revenues from Galafold are still expected to grow in the range of 10-15% at CER in 2025.
Pombiliti + Opfolda revenues are still expected to grow in the range of 50-65% at CER.
Total adjusted operating expenses are expected to be in the band of $380-$400 million.
Amicus continues to expect to achieve positive GAAP net income in the second half of 2025. The company targets to exceed $1 billion in total sales by 2028.
How Have Estimates Been Moving Since Then?
In the past month, investors have witnessed a downward trend in estimates review.
The consensus estimate has shifted -6.06% due to these changes.
VGM Scores
Currently, Amicus Therapeutics has a average Growth Score of C, a grade with the same score on the momentum front. Charting a somewhat similar path, the stock has a score of D on the value side, putting it in the bottom 40% for this investment strategy.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook
Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Amicus Therapeutics has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.
Performance of an Industry Player
Amicus Therapeutics belongs to the Zacks Medical - Biomedical and Genetics industry. Another stock from the same industry, GSK (GSK - Free Report) , has gained 4.9% over the past month. More than a month has passed since the company reported results for the quarter ended September 2025.
Glaxo reported revenues of $11.52 billion in the last reported quarter, representing a year-over-year change of +10.6%. EPS of $1.48 for the same period compares with $1.27 a year ago.
For the current quarter, Glaxo is expected to post earnings of $0.66 per share, indicating a change of +11.9% from the year-ago quarter. The Zacks Consensus Estimate has changed -1.9% over the last 30 days.
Glaxo has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of B.