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Ironwood Pharmaceuticals Inc. (Class A) (IRWD) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$3.46 -1.14% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $3.45

Ironwood Pharmaceuticals Inc. (Class A) (IRWD) carries a Roarable Rating of C- (Hold) with 59/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

ROARABLE C- • HOLD / WATCH Cap $578.3M
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is IRWD stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Ironwood Pharmaceuticals Inc. (Class A) (NASDAQ: IRWD) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 59/100 at a spot price of $3.46 (-1.14% 1D, market cap $578.3M). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 4/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 17/20. Across 1016 tracked Health Care issuers, IRWD ranks #171 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does IRWD compare to GERN and ACRS in the Health Care sector?
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Within the Health Care sector (Biotechnology: Pharmaceutical Preparations), IRWD carries a Roarable C- (59/100 RQD), trailing P/E of 24.9x, gross margin of —, and ROIC of 85.0%. By comparison, GERN (Geron Corporation) holds a E grade (28/100 RQD, P/E N/A, ROIC -20.2%, cap $574.6M) and ACRS (Aclaris Therapeutics Inc.) posts a E grade (19/100 RQD, P/E N/A, ROIC -35.0%, cap $584.4M). Among the 5-stock peer group, IRWD leads on earnings multiple (24.9x) while IRWD leads on capital efficiency (85.0% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for IRWD?
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Per IRWD's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001446847), Ironwood Pharmaceuticals Inc. (Class A) generated $296.2M in revenue (-15.7% YoY), $24.0M in net income, and $127.0M in free cash flow against $396.9M in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $3.45 (-0.40%)🧬 Cannibal Buyback (-2.64% YoY Shares)⚙️ Cash Engine: 15/20 (B) • 42.9% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 59/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.2% avg 90D alpha vs SPY • 53.1% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →
RQD QUANT TACHOMETERHOLD / WATCH • C-
025507510059
JEV AI Jury Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C- · Rk D+
Cash (15)Whales (4)SEC (12)Macro (11)CEO (17)
Each axis scored 0–20
12M PRICE TARGET CONE+0.6% Base Target
$6 Bull$3 Base$3 Bear
📬 FREE IRWD RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for IRWD)Realized 20D OHLCV Swing Band: ±9.9%
Deterministic 5-Pillar Attribution (59/100 Composite)
🔍 WHY IRWD SCORES 59/100 (C-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Insider Conviction & Share Dilution+17/20 pts (29% of score)

SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)

▲ #2 Bullish Driver: Cash Engine Quality+15/20 pts (25% of score)

SEC XBRL FY 2025 (10-K): 42.9% FCF Margin ($127.0M FCF) & 52% Gross Margin

▼ #1 Drag / Risk Factor: Whale & Options Positioning4/20 pts (-16 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-16 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
67
Grade B-$3.59+1.1% Next Q
Q2 (-2Q)
64
Grade C+$3.63-3.3% Next Q
Q3 (-1Q)
62
Grade C+$3.51-1.4% Next Q
Current
59
Grade C-$3.46+0.2% Hist 90D α
Trajectory: B- (67) → C- (59)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the IRWD Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 59/100 (C-) score, IRWD faces multiple-compression risk if 24.9x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($3.93) or 200D SMA ($3.98) invalidates the momentum regime and cuts Target Base ($3.48) toward Bear Floor ($2.71).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $IRWD• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “IRWD Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
YES 59%NO 41%Trade / Inspect Odds →
SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

IRWD Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales →
▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (IRWD)

No recent open-market Form 4 cluster sales or emergency dumps flagged on IRWD. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (IRWD Tape Review)

  • ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
  • ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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IRWD // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -24.62%🛡️ HOLDING TREND SUPPORT
2026-11-03O $3.62H $3.62L $3.46C $3.46VOL 1.47M
RES: $4.61SUP: $3.36SMA50: $3.93SMA200: $3.98
$5.02$4.43$3.83$3.24$2.65RES $4.61SUP $3.36$3.462026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

IRWD Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 IRWD Butterfly Map → + Track IRWD →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
18.6%/yr Implied 5Y Growth

vs. -15.7% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on IRWD today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for IRWD. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for IRWD today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (IRWD)

Health Care Rank #171 of 1016 ⚔️ GERN vs IRWD Full Matrix →

1. Head-to-Head Health Care Peer Comparison (IRWD vs. GERN, ACRS, CLYM, STTK)

Industry: Biotechnology: Pharmaceutical Preparations (489 Tracked Issuers)

Across 1016 tracked Health Care securities in the Roarable RQD universe, Ironwood Pharmaceuticals Inc. (Class A) (IRWD) ranks #171 by composite RQD confidence (59/100, grade C-) and #420 by equity capitalization ($578.3M). Within this direct 5-issuer industry benchmark cohort, IRWD leads on earnings valuation at 24.9x trailing P/E, while IRWD leads on capital efficiency and profitability with 85.0% ROIC and — gross margin. IRWD currently leads its immediate peer cohort in composite quantitative strength at 59/100 (C-).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
IRWD ACTIVE
Ironwood Pharmaceuticals Inc. (Class A)
C- 59/100 24.9x — 85.0% -1.14% $578.3M Benchmark Subject
GERN
Geron Corporation
E 28/100 — — -20.2% +3.88% $574.6M /gern-vs-irwd →
ACRS
Aclaris Therapeutics Inc.
E 19/100 — 73.3% -35.0% -4.28% $584.4M /acrs-vs-irwd →
CLYM
Climb Bio Inc.
E 28/100 — — -35.0% -4.98% $588.7M /clym-vs-irwd →
STTK
Shattuck Labs Inc.
E 29/100 — — -35.0% -4.32% $558.0M /sttk-vs-irwd →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001446847

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Ironwood Pharmaceuticals Inc. (Class A) (IRWD) reported GAAP revenue of $296.2M (-15.7% vs. FY2024 revenue of $351.4M , and -33.1% cumulative change since FY2023) , GAAP net income of $24.0M, operating cash flow of $127.0M, and free cash flow of $127.0M (+22.8% YoY). On the balance sheet, IRWD closed FY2025 with $396.9M in total assets against $0 in total debt (Altman Z-Score: 0.20, Piotroski F-Score: 7/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $296.2M $24.0M $127.0M $127.0M $396.9M —
FY2024 (FY) 2024-12-31 $351.4M $880.0K $103.5M $103.4M $350.9M —
FY2023 (FY) 2023-12-31 $442.7M -$1.03B $183.4M $183.4M — —

3. IRWD Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is IRWD stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Ironwood Pharmaceuticals Inc. (Class A) (NASDAQ: IRWD) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 59/100 at a spot price of $3.46 (-1.14% 1D, market cap $578.3M). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 4/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 17/20. Across 1016 tracked Health Care issuers, IRWD ranks #171 in composite RQD confidence.

How does IRWD compare to GERN and ACRS in the Health Care sector?

Within the Health Care sector (Biotechnology: Pharmaceutical Preparations), IRWD carries a Roarable C- (59/100 RQD), trailing P/E of 24.9x, gross margin of —, and ROIC of 85.0%. By comparison, GERN (Geron Corporation) holds a E grade (28/100 RQD, P/E N/A, ROIC -20.2%, cap $574.6M) and ACRS (Aclaris Therapeutics Inc.) posts a E grade (19/100 RQD, P/E N/A, ROIC -35.0%, cap $584.4M). Among the 5-stock peer group, IRWD leads on earnings multiple (24.9x) while IRWD leads on capital efficiency (85.0% ROIC).

What are the biggest fundamental strengths and SEC risk factors for IRWD?

Per IRWD's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001446847), Ironwood Pharmaceuticals Inc. (Class A) generated $296.2M in revenue (-15.7% YoY), $24.0M in net income, and $127.0M in free cash flow against $396.9M in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is IRWD trading relative to its 50-day, 200-day, and 52-week technical levels?

IRWD last traded at $3.46 (-1.14% on volume of 1,299,786 shares), positioning the stock -11.96% below its 50-day simple moving average ($3.93) and -13.07% below its 200-day simple moving average ($3.98). Across its 52-week range of $1.76 to $5.78, IRWD sits at the 42.3% percentile with a 14-day RSI of 41.9 (NEUTRAL RANGE) and an implied next-earnings move of ±9.9% ($3.12 to $3.80).

Direct Sub-Reports: IRWD RQD Cockpit IRWD 12M Forecast IRWD Earnings & Move IRWD Dividends & DRIP IRWD Insiders & 13F IRWD Whale Options IRWD Profit Sankey IRWD News & Why
ROARABLE RATING BRIEF • RQD 59/100 (C-) ✓ SEC XBRL & RQD VERIFIED

IRWD — Ironwood Pharmaceuticals Inc. (Class A): What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Ironwood Pharmaceuticals Inc. (Class A) (IRWD) earns a live Roarable RQD composite score of 59/100, corresponding to a C- letter grade (Roarable Hold) at a spot price of $3.46 (-1.14% 1D, market capitalization $578.3M).

  • Fundamental Cash Engine (15/20): Anchored by return on invested capital (ROIC) of 85.0%, gross margin of —, operating margin of 33.3%, and free cash flow yield of 21.23%.
  • Whale 13F & Options Flow (4/20) + Insider Conviction (12/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (11/20) + Forensic Balance Sheet (17/20): Incorporates a 1.00x equity beta, Altman Z-Score of 0.20, Piotroski F-Score of 7/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Ironwood Pharmaceuticals Inc. (Class A) is a NASDAQ-listed issuer in the Health Care sector, operating in the Biotechnology: Pharmaceutical Preparations industry. It has a market capitalization of $0.6B.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Ironwood Pharmaceuticals Inc. (Class A) (IRWD) reported $296.2M in annual revenue (up from $351.4M in FY2024, -15.7% YoY) and $24.0M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($442.7M revenue, -$1.03B net income) through FY2025, IRWD scaled operating cash flow to $127.0M and free cash flow to $127.0M, backed by $396.9M in total assets against $0 in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (C- • RQD 59/100): Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks. Company leadership has skin in the game with net positive insider conviction. With Fundamental Cash Engine at 15/20 and Institutional Whale Flow at 4/20, sustained execution supports upside toward the upper end of the $1.76 – $5.78 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins. Investors must weigh 24.9x trailing P/E and 3.9x EV/EBITDA against 33.3% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Upstream and downstream dependencies: — Sector correlations: — Second-order bottlenecks: — The news wire does tie the stock's near-term direction to the apraglutide trial and to CEO-transition headlines, which an investor may want to monitor as the primary non-financial drivers.

  • Key Question #1: Can IRWD sustain or expand its 33.3% operating margin and 85.0% ROIC against Biotechnology: Pharmaceutical Preparations peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $296.2M and free cash flow of $127.0M, how will capital allocation balance growth reinvestment against $0 in total debt?
  • Key Question #3: How sensitive is IRWD's 23.2x forward P/E multiple to Health Care capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

IRWD Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Ironwood Pharmaceuticals Inc. (Class A) (IRWD) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to IRWD Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

IRWD Bull vs. Bear Conversation Board — What's Your Call at $3.46?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON IRWD 🐻 33% BEARISH CONVICTION
1. Pick Your Side on IRWD:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
BR BreakoutHunter RQD DEBATE OPENER • Swing & Catalyst Trader 🐂 BULLISH 🎯 Target: $4.55 (+30.0%)
📌 Pinned Debate

Cash-return metrics are exceptional, with ROIC at 85% and FCF yield at 21.23%, and insider-flow scoring is strong at 17 of 20.

Here is why I am bullish on IRWD here at $3.50: Cash-return metrics are exceptional, with ROIC at 85% and FCF yield at 21.23%, and insider-flow scoring is strong at 17 of 20.. Compare IRWD's 33.3% operating margin and 85.0% ROIC against the rest of Biotechnology: Pharmaceutical Preparations. As long as cash conversion holds up, dips toward $3.32 are getting bought.

VolSurface_Trader 🐂 BULL

Both sides have a point here — IRWD's 12/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.

RE RedlineAuditor RQD DEBATE OPENER • Accounting Quality Watch 🐻 BEARISH 🎯 Target: $2.83 (-19.1%)
Spot @ $3.50

The Altman Z-Score of 0.2 signals distress and revenue has fallen from $442.7M in FY 2023 to $296.2M in FY 2025.

Sitting on the sidelines or leaning short IRWD above $3.50. The Altman Z-Score of 0.2 signals distress and revenue has fallen from $442.7M in FY 2023 to $296.2M in FY 2025.. Until Fundamental Cash Engine (15/20) and FCF yield (21.23%) inflect higher, upside is capped near $5.78.

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