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UTHRUnited Therapeutics CorporationSell4.7·$545.40+0.24%
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United Therapeutics Corporation (UTHR) Stock Analysis

SellVALUE-TRAP 1/5Moderate Confidence

Healthcare · Drug Manufacturers - Specialty & Generic

Sell if holding. At $545.40, A.R:R 1.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Product: Tyvaso DPI and Nebulized Tyvaso (59.0%); Concentration risk — Supplier: MannKind.

United Therapeutics (a public benefit corporation) markets five FDA-approved therapies for pulmonary arterial hypertension and Unituxin for neuroblastoma, with Tyvaso DPI and Nebulized Tyvaso combined representing 59% of 2025 revenues. Revenue comes primarily from sales to... Read more

QualityF-score6 / 9FCF yield2.45%
Stop $520.08Target $578.75(analyst − 13%)A.R:R 1.2:1
Analyst target$665.23+22.0%13 analysts
$578.75our TP
$545.40price
$665.23mean
$516
$750

Sell if holding. At $545.40, A.R:R 1.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Product: Tyvaso DPI and Nebulized Tyvaso (59.0%); Concentration risk — Supplier: MannKind. Chart setup: No clear chart pattern; technical signals are mixed. Score 4.7/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 47d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-12
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Jul 29, 202647d to earnings· next earnings call

Thesis

Rewards
High-quality business
Risks
Concentration risk — Product: Tyvaso DPI and Nebulized Tyvaso (59.0%)
Concentration risk — Supplier: MannKind
Thin upside margin: 6.1%

Key Metrics

P/E (TTM)20.2
P/E (Fwd)17.2
Mkt Cap$23.2B
EV/EBITDA13.6
Profit Mgn40.6%
ROE20.3%
Rev Growth-1.6%
Beta0.57
DividendNone
Rating analysts22

Quality Signals

Piotroski F6/9MoatNarrow

Options Flow

P/C0.24bullish
IV57%elevated
Max Pain$240-56.0% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHProductTyvaso DPI and Nebulized Tyvaso59%
    10-K Item 1: 'combined Tyvaso DPI and Nebulized Tyvaso net product sales, representing 59 percent...of our total revenues for the years ended December 31, 2025'
  • HIGHSupplierMannKind
    10-K Item 1A: 'We rely entirely on MannKind to manufacture Tyvaso DPI finished drug product and inhalers for us, with no plans to develop an alternate or backup supply arrangement'
  • HIGHCustomerAccredo and CVS Specialty
    10-K Item 1A: 'we derive substantially all our treprostinil-based revenues from sales to two distributors, Accredo and CVS Specialty'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

3 floor-breakers

Revenue shrinking — -1.6% YoY. Growth thesis broken unless recovery story develops.static

Earnings Growth
0.0
Revenue Growth
2.1
Declining revenue: -2%

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.0
Volume
2.9
Ma Position
4.0
Rsi
7.7
Uptrend pullback (RSI 38) - buy opportunityVolume distribution (falling OBV)Above 200-day MA

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Surprise Avg
1.8
Earnings History
3.3
Erm
5.0
Earnings Timing
5.0
Earnings concerns: 2B/2M
GatesMomentum 3.1<4.5A.R:R 1.2 < 1.5@spotInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 47d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
38 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $534.97Resistance $580.39

Price Targets

$520
$579
A.Upside+6.1%
A.R:R1.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! momentum at 3.1 (below the engine's 4.5 threshold)
! asymmetry at 1.2 (below the engine's 1.5 threshold)@spot

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-29 (47d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is UTHR stock a buy right now?

Sell if holding. At $545.40, A.R:R 1.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Product: Tyvaso DPI and Nebulized Tyvaso (59.0%); Concentration risk — Supplier: MannKind. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $520.08. Score 4.7/10, moderate confidence.

What is the UTHR stock price target?

Take-profit target: $578.75 (+6.1% upside). Prior stop was $520.08. Stop-loss: $520.08.

What are the risks of investing in UTHR?

Concentration risk — Product: Tyvaso DPI and Nebulized Tyvaso (59.0%); Concentration risk — Supplier: MannKind; Thin upside margin: 6.1%.

Is UTHR overvalued or undervalued?

United Therapeutics Corporation trades at a P/E of 20.2 (forward 17.2). TrendMatrix value score: 5.6/10. Verdict: Sell.

What do analysts say about UTHR?

22 analysts cover UTHR with a consensus score of 4.1/5. Average price target: $665.

What does United Therapeutics Corporation do?United Therapeutics (a public benefit corporation) markets five FDA-approved therapies for pulmonary arterial...

United Therapeutics (a public benefit corporation) markets five FDA-approved therapies for pulmonary arterial hypertension and Unituxin for neuroblastoma, with Tyvaso DPI and Nebulized Tyvaso combined representing 59% of 2025 revenues. Revenue comes primarily from sales to specialty distributors Accredo and CVS Specialty; MannKind is the sole Tyvaso DPI manufacturer with no backup arrangement.

Related stocks: INDV (Indivior Pharmaceuticals, Inc.) · NBIX (Neurocrine Biosciences, Inc.) · KNSA (Kiniksa Pharmaceuticals Interna) · SUPN (Supernus Pharmaceuticals, Inc.) · ALKS (Alkermes plc)
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