The Motley Fool·3d ago
Ardelyx: 3 Key Takeaways for Long-Term InvestorsArdelyx reported third-quarter product revenue of $125.5 million. Full-year IBSRELA revenue guidance remains $350 million to $370 million.
Ardelyx's revenue reached $127.7M in 2026Q3, up roughly 16% year over year after a 24% gain in 2026Q2, and gross margin holds near 96%, which suggests commercial momentum and a high-margin product mix are strengthening.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 3, 2026 | -$0.00+82.1% vs -$0.02 | $128M-0.3% vs $128M |
Q3 2026 Aug 6, 2026 | -$0.07-7.0% vs -$0.07 | $121M-0.1% vs $121M |
Q2 2026 Apr 30, 2026 | -$0.15-15.4% vs -$0.13 | $94M+1.8% vs $93M |
Q1 2026 Feb 19, 2026 | $0.02+0.0% vs $0.02 | $125M+6.1% vs $118M |
Ardelyx reported third-quarter product revenue of $125.5 million. Full-year IBSRELA revenue guidance remains $350 million to $370 million.
Ardelyx is upgraded to 'Hold' after a 40% stock decline, despite no fundamental change in its story. IBSRELA drives growth, but SG&A intensity, limited XPHOZAH contribution, and tenapanor concentration constrain upside. DCF model yields a $4.90/share valuation, but 72.6% of the value depends on uncertain terminal assumptions beyond 2034.
Q3 2026 total product revenue of $125.5 million , reflecting 19% growth year-over-year IBSRELA Q3 2026 revenue growth of 23% year-over-year to $96.3 million Strong financial position with $285.3 million in cash, cash equivalents and investments as of September 30, 2026 Enrollment completed ahead of schedule in Phase 3 Clinical Trial in CIC Conference call scheduled for 4:30 PM Eastern Time WALTHAM, Mass., Nov. 03, 2026 (GLOBE NEWSWIRE) -- Ardelyx Inc. (Nasdaq: ARDX), (“Ardelyx” or the “Company”) a commercial-stage biopharmaceutical company focused on the development and commercialization of innovative medicines that meet significant unmet medical needs, today reported financial results for the third quarter ended September 30, 2026, and provided a business update.
Trial fully enrolled ahead of schedule Topline data expected in the second half of 2027 WALTHAM, Mass., Nov. 03, 2026 (GLOBE NEWSWIRE) -- Ardelyx, Inc. (Nasdaq: ARDX), (“Ardelyx” or the “Company”) a commercial-stage biopharmaceutical company focused on the development and commercialization of innovative medicines that meet significant unmet medical needs, today announced that it has fully enrolled ahead of schedule all patients in the Phase 3 ACCEL clinical trial evaluating the safety and efficacy of IBSRELA® (tenapanor) for the treatment of chronic idiopathic constipation (CIC) in adults.
Benchmark ARDX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Ardelyx, Inc. (ARDX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $2.88 | $711.44M | -12.98 | 22.09% | -11.85% | -35.3% | — | |
| $31.05 | $18.86M | -2.81 | 3.7% | -353% | -87.96% | — | |
| $0.77 | $94.26M | -0.91 | -84.2% | -257.1% | -181.73% | — | |
| $277.62 | $7.74B | -23.85 | -100% | — | -34.15% | — | |
| $19.10 | $1.41B | 7.12 | 18.52% | 43.79% | 15.84% | — | |
| $26.16 | $3.19B | 7.09 | 4.29% | 32.75% | — | — |
Ardelyx, Inc. (ARDX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Ardelyx, Inc. (ARDX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 3, 2026·SEC
Aug 6, 2026·SEC
Jul 2, 2026·SEC
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Ardelyx, Inc. (ARDX) stock FAQ — growth, dividends, profitability & financials explained
Ardelyx, Inc. (ARDX) reported $468.2M in revenue over the trailing twelve months. Revenue was $407.3M in fiscal year 2025. That is 7429% more than the $5.4M of fiscal year 2012.
Ardelyx, Inc. (ARDX) grew revenue by 17.6% over the trailing twelve months, compared with the twelve months before.
No. Ardelyx, Inc. (ARDX) reported a net loss of $55.5M over the trailing twelve months.
Ardelyx, Inc. (ARDX) had a return on equity (ROE) of -35.3% over the trailing twelve months. A negative ROE means the company lost money over the period.
Ardelyx, Inc. (ARDX) had negative free cash flow of $16.0M over the trailing twelve months.
