Equity Profile

ACAD

ACADIA Pharmaceuticals Inc.

Health CareBiotechnology$4.4B

May6Wed

Post-Earnings Recap

ReportedQ1-2026After Close4:05 PM EDT

ACADIA Pharmaceuticals Misses on EPS, Stock Down 3.89%

Metric	Actual	Expected	Surprise
EPS	$0.02	$0.08	-54.55%
Revenue	—	$281M	—

management commentary, guidance changes, and full analysis available with Pro.

ACADIA Pharmaceuticals Misses on EPS, Stock Down 3.89%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.02	$0.08	-54.55%
Revenue	—	$281M	—

Management Commentary

Tone: Unknown

No transcript is on record for this earnings call, and the analysis is based solely on numerical results.

What It Means

ACADIA Pharmaceuticals reported lower-than-expected earnings per share, which contributed to a decline in the stock price by 3.89%. The revenue figures were not disclosed, adding uncertainty to the overall performance. Investors may be concerned about the company's ability to meet future expectations given the EPS miss.

Company Snapshot

ACADIA Pharmaceuticals Inc. is a biotechnology company focused on developing innovative therapies for central nervous system disorders....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

$0.08

Revenue

Revenue figures help assess the company's market performance and growth potential.

$281M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

ACADIA Pharmaceuticals Inc. is a biotechnology company focused on developing innovative therapies for central nervous system disorders. With a market cap of $4 billion, it plays a significant role in the health care sector, particularly in addressing unmet medical needs in mental health.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+226.66%

Avg Stock Reaction

+1.25%

Last Quarter Recap

In Q4-2025, ACADIA reported an impressive EPS of $1.60, significantly surpassing analyst expectations. The stock reacted positively, gaining 1.55% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about ACADIA's upcoming earnings, expecting a modest EPS of $0.08 and revenue of $281 million. Given the company's recent strong performance, there is potential for a positive surprise.

Bull Case

If ACADIA beats expectations again, it could signal continued strong demand for its products and further validate its growth strategy, leading to a potential stock price increase.

Bear Case

Conversely, if the company fails to meet the consensus estimates, it may raise concerns about its growth trajectory and market competitiveness, potentially leading to a decline in stock value.

Key Metrics to Watch

EPS

$0.08

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$281M

Revenue figures help assess the company's market performance and growth potential.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will ACADIA's EPS exceed the consensus estimate of $0.08?

A significant beat could reinforce positive market sentiment and validate the company's growth strategy.

What are the revenue figures compared to the expected $281 million?

Revenue performance is critical for assessing the company's market position and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate ACADIA's growth potential, as recent product developments could drive higher demand than anticipated.

Supporting Evidence

The company has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.

The options market is pricing a larger move than historical averages, suggesting traders expect significant news.

Insider selling may not reflect a lack of confidence but rather individual financial planning.

Key Risk

If revenue comes in significantly above $281 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results will be pivotal in determining whether ACADIA can sustain its recent momentum or if it faces challenges ahead.

Bull Confirmed If

An EPS of $0.15 or higher would confirm strong demand for ACADIA's products.

Bear Confirmed If

An EPS below $0.02 would raise concerns about the company's growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±5.53%

Historical Avg

±2.2%

Pricing rich

The options market is pricing in a significant move of about 5.5%, indicating that traders expect volatility around the earnings report.

Options are pricing ±5.5% while ACAD has averaged ±2.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

36.2%

Calls (216K)P/C Ratio: 0.04Puts (111K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ACADIA beats expectations, history suggests a potential stock increase of around 1.65%, confirming the company's strong market position.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty about future growth.

Miss

A miss could lead to a decline in stock value, with historical patterns suggesting a potential drop of around 1.84%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or developments in the pipeline.
2Insights into market demand for ACADIA's existing therapies.
3Management's commentary on competitive pressures in the biotechnology sector.
4Details on any changes in regulatory status or approvals.
5Guidance on future revenue expectations and growth strategies.

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Company Snapshot

ACADIA Pharmaceuticals Inc. is a biotechnology company focused on developing innovative therapies for central nervous system disorders....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

$0.08

Revenue

Revenue figures help assess the company's market performance and growth potential.

$281M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+226.66%

Avg Stock Reaction

+1.25%

Last Quarter Recap

In Q4-2025, ACADIA reported an impressive EPS of $1.60, significantly surpassing analyst expectations. The stock reacted positively, gaining 1.55% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If ACADIA beats expectations again, it could signal continued strong demand for its products and further validate its growth strategy, leading to a potential stock price increase.

Bear Case

Conversely, if the company fails to meet the consensus estimates, it may raise concerns about its growth trajectory and market competitiveness, potentially leading to a decline in stock value.

Key Metrics to Watch

EPS

$0.08

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$281M

Revenue figures help assess the company's market performance and growth potential.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will ACADIA's EPS exceed the consensus estimate of $0.08?

A significant beat could reinforce positive market sentiment and validate the company's growth strategy.

What are the revenue figures compared to the expected $281 million?

Revenue performance is critical for assessing the company's market position and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate ACADIA's growth potential, as recent product developments could drive higher demand than anticipated.

Supporting Evidence

The company has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.

The options market is pricing a larger move than historical averages, suggesting traders expect significant news.

Insider selling may not reflect a lack of confidence but rather individual financial planning.

Key Risk

If revenue comes in significantly above $281 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results will be pivotal in determining whether ACADIA can sustain its recent momentum or if it faces challenges ahead.

Bull Confirmed If

An EPS of $0.15 or higher would confirm strong demand for ACADIA's products.

Bear Confirmed If

An EPS below $0.02 would raise concerns about the company's growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±5.53%

Historical Avg

±2.2%

Pricing rich

The options market is pricing in a significant move of about 5.5%, indicating that traders expect volatility around the earnings report.

Options are pricing ±5.5% while ACAD has averaged ±2.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

36.2%

Calls (216K)P/C Ratio: 0.04Puts (111K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ACADIA beats expectations, history suggests a potential stock increase of around 1.65%, confirming the company's strong market position.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty about future growth.

Miss

A miss could lead to a decline in stock value, with historical patterns suggesting a potential drop of around 1.84%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or developments in the pipeline.
2Insights into market demand for ACADIA's existing therapies.
3Management's commentary on competitive pressures in the biotechnology sector.
4Details on any changes in regulatory status or approvals.
5Guidance on future revenue expectations and growth strategies.