Cantor Fitzgerald Raises UTHR 2026 EPS Forecast to $31.56

Summary

Cantor Fitzgerald has raised its FY2026 EPS estimate for United Therapeutics Corporation (NASDAQ: UTHR) from $31.44 to $31.56, maintaining an ‘Overweight’ rating with a target price of $525. Other analysts have also increased their price targets, with HC Wainwright raising it to $500, Bank of America to $463, and Jefferies to $564. The stock opened at $396.50, with a market cap of $17.89 billion. United Therapeutics reported a quarterly EPS of $6.41, missing estimates, but revenue increased by 11.7% year-over-year. Institutional investors hold 94.08% of the stock.Market Beat

Impact Analysis

So basically, Cantor Fitzgerald’s slight bump in EPS estimates for United Therapeutics from $31.44 to $31.56 is a vote of confidence despite the recent quarterly EPS miss. The interesting part isn’t the minor EPS adjustment, but the fact that multiple analysts are raising their price targets significantly—Jefferies even going as high as $564. This suggests a broader bullish sentiment around the stock, likely driven by the 11.7% YoY revenue increase and strong institutional ownership at 94.08%.Market Beat The market might be underestimating the resilience and growth potential here, especially given the stock’s current price of $396.50. I’d read this as a signal to consider a long position, particularly if the stock dips further on short-term earnings misses. The risk/reward setup looks favorable with multiple analysts backing substantial upside targets.