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

$3.50 -3.31% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $3.47

Ironwood Pharmaceuticals Inc. (Class A) (IRWD) carries a Roarable Rating of C (Hold) with 63/100 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 $598.2M
📤 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 2026-11-02, 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 63/100 at a spot price of $3.50 (-3.31% 1D, market cap $598.2M). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 7/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 17/20. Across 1016 tracked Health Care issuers, IRWD ranks #153 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 CRMD and CLYM in the Health Care sector?
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Within the Health Care sector (Biotechnology: Pharmaceutical Preparations), IRWD carries a Roarable C (63/100 RQD), trailing P/E of 24.9x, gross margin of —, and ROIC of 85.0%. By comparison, CRMD (CorMedix Inc.) holds a C grade (62/100 RQD, P/E 3.7x, ROIC 45.5%, cap $595.5M) and CLYM (Climb Bio Inc.) posts a E grade (29/100 RQD, P/E N/A, ROIC -35.0%, cap $593.3M). Among the 5-stock peer group, CRMD leads on earnings multiple (3.7x) 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
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INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $3.47 (-0.79%)🧬 Cannibal Buyback (-2.64% YoY Shares)⚙️ Cash Engine: 15/20 (B) • 42.9% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 63/100 (C) historically posted market-perform odds over rolling 90-day windows (+0.9% avg 90D alpha vs SPY • 54.8% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →
RQD QUANT TACHOMETERHOLD / WATCH • C
025507510063
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 C-
Cash (15)Whales (7)SEC (12)Macro (12)CEO (17)
Each axis scored 0–20
12M PRICE TARGET CONE+2.3% Base Target
$6 Bull$4 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: ±9.8%
Deterministic 5-Pillar Attribution (63/100 Composite)
🔍 WHY IRWD SCORES 63/100 (C) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Insider Conviction & Share Dilution+17/20 pts (27% 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 (24% of score)

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

▼ #1 Drag / Risk Factor: Whale & Options Positioning7/20 pts (-13 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-13 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
71
Grade B$3.76-5.3% Next Q
Q2 (-2Q)
68
Grade B-$3.56-1.7% Next Q
Q3 (-1Q)
66
Grade B-$3.50+0% Next Q
Current
63
Grade C$3.50+0.9% Hist 90D α
Trajectory: B (71) → C (63)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 63/100 (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 ($3.94) or 200D SMA ($3.98) invalidates the momentum regime and cuts Target Base ($3.58) toward Bear Floor ($2.79).

🎲 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”
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: -23.75%🛡️ HOLDING TREND SUPPORT
2026-11-02O $3.61H $3.62L $3.50C $3.50VOL 1.37M
RES: $4.61SUP: $3.36SMA50: $3.94SMA200: $3.98
$5.02$4.43$3.83$3.24$2.65RES $4.61SUP $3.36$3.502026-05-042026-06-172026-08-042026-09-172026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

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

Share Count & Dilution Monitor (#25)

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

Reverse-DCF Expectations Hurdle (#30)
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 (#33)

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 #153 of 1016 ⚔️ CRMD vs IRWD Full Matrix →

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

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 #153 by composite RQD confidence (63/100, grade C) and #420 by equity capitalization ($598.2M). Within this direct 5-issuer industry benchmark cohort, CRMD leads on earnings valuation at 3.7x 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 63/100 (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 63/100 24.9x — 85.0% -3.31% $598.2M Benchmark Subject
CRMD
CorMedix Inc.
C 62/100 3.7x 88.5% 45.5% -25.46% $595.5M /crmd-vs-irwd →
CLYM
Climb Bio Inc.
E 29/100 — — -35.0% -0.77% $593.3M /clym-vs-irwd →
NVCT
Nuvectis Pharma Inc.
D- 37/100 — — -35.0% -0.48% $605.6M /nvct-vs-irwd →
GERN
Geron Corporation
E 29/100 — — -20.2% -5.47% $607.9M /gern-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 2026-11-02, 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 63/100 at a spot price of $3.50 (-3.31% 1D, market cap $598.2M). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 7/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 17/20. Across 1016 tracked Health Care issuers, IRWD ranks #153 in composite RQD confidence.

How does IRWD compare to CRMD and CLYM in the Health Care sector?

Within the Health Care sector (Biotechnology: Pharmaceutical Preparations), IRWD carries a Roarable C (63/100 RQD), trailing P/E of 24.9x, gross margin of —, and ROIC of 85.0%. By comparison, CRMD (CorMedix Inc.) holds a C grade (62/100 RQD, P/E 3.7x, ROIC 45.5%, cap $595.5M) and CLYM (Climb Bio Inc.) posts a E grade (29/100 RQD, P/E N/A, ROIC -35.0%, cap $593.3M). Among the 5-stock peer group, CRMD leads on earnings multiple (3.7x) 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 $3.50 (-3.31% on volume of 1,470,631 shares), positioning the stock -11.17% below its 50-day simple moving average ($3.94) and -12.06% below its 200-day simple moving average ($3.98). Across its 52-week range of $1.61 to $5.78, IRWD sits at the 45.3% percentile with a 14-day RSI of 46.2 (NEUTRAL RANGE) and an implied next-earnings move of ±9.8% ($3.16 to $3.84).

IRWD Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are IRWD insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies IRWD leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

ROARABLE RATING BRIEF • RQD 63/100 (C) ✓ STAGE-C NUMBER FIREWALL VERIFIED

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

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:34:39Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, IRWD scores 63 out of 100, a letter grade of C, with the verdict label "Roarable Hold — Fair / Balanced Risk-Reward." The five pillars are:

  • Fundamental Cash Engine: 15 / 20. Per the Roarable RQD rating, this reflects ROIC of 85% and an FCF yield of 21.23%. These are the strongest cash-generation readings in the data set and are the main upside support for the score.
  • Whale 13F Flow: 7 / 20. Per the Roarable RQD rating, this covers institutional accumulation and options positioning. The score is weak, indicating limited evidence of sustained institutional conviction in the source data.
  • Insider Conviction: 17 / 20. Per the Roarable RQD rating, this reflects an SEC Form 4 and Congressional PTR cluster flow. It is the highest pillar score and signals comparatively strong insider-side conviction, though the underlying trade-level detail is not included in the source data.
  • Macro Regime Fit: 12 / 20. Per the Roarable RQD rating, beta is 1.0 with sector sensitivity noted. The score indicates market-matching volatility rather than a defensive or high-beta profile.
  • Forensic Balance Sheet: 12 / 20. Per the Roarable RQD rating, Altman Z is 0.2, Piotroski F is 7/9, and Debt/Equity is 0.5. The Altman reading is in a distress-signal range, partially offset by a relatively strong Piotroski reading.

For a prospective investor, the rating describes a mixed picture: exceptional reported cash-return metrics and strong insider-flow scoring are weighed against weak institutional flow and a low Altman Z-Score. The valuation tradeoff is visible in the market data: trailing P/E of 24.9 and forward P/E of 23.2 sit alongside an EV/EBITDA of 3.9, so the multiple picture depends heavily on which earnings measure is emphasized. The rating's "Hold" verdict reflects this balance rather than a directional call. This is an analytical framing, not personalized advice.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
3.62$598.2M24.923.23.90.150%1.0$1.61 - $5.7885%

Business

Ironwood Pharmaceuticals Inc. (Class A) is a NASDAQ-listed issuer in the Health Care sector, operating in the Biotechnology: Pharmaceutical Preparations industry. Per the company profile, it has a market capitalization of $0.6B. The source data does not describe its products, customers, or specific revenue model.

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
FY 2025$296.2M$98.5M$24.0MN/A$127.0M$215.5MN/A
FY 2024$351.4M$93.1M$0.9MN/A$103.4M$88.6MN/A
FY 2023$442.7M$-945.4M$-1031.6MN/A$183.4MN/AN/A

Per the SEC financials, revenue declined from $442.7M in FY 2023 to $351.4M in FY 2024 and $296.2M in FY 2025, while operating income turned positive in FY 2024 and remained positive at $98.5M in FY 2025. Per the market data, operating margin is 33.3% and net margin is 8.1%, with ROIC at 85%. Per the Roarable RQD rating, the Altman Z-Score is 0.2 and the Piotroski F-Score is 7/9, a combination that pairs a weak distress-model reading with a relatively strong accounting-quality reading. Per the Roarable RQD rating, Debt/Equity is 0.5.

Open Questions

  • What are the outcomes and timing of the second apraglutide trial, and how does the source data quantify its importance to the company's cash flows?
  • What is the nature and timing of the CEO transition, and is there a disclosed succession plan?
  • What drives the gap between the 85% ROIC and the 8.1% net margin, and how sustainable is FY 2025 operating income given revenue decline?
  • What debt obligations sit behind the 0.5 Debt/Equity ratio, given that debt values are not reported in the financials?
  • What specific insider and institutional transactions underlie the RQD insider-conviction and whale-flow pillar scores?

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 $3.50?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON IRWD 🐻 50% 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.
RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $3.91 (+8.0%)
📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is IRWD (C • RQD 63/100) a Buy at $3.62?

Welcome to the IRWD (Ironwood Pharmaceuticals Inc. (Class A)) Roar Pit. Current RQD Composite is 63/100 (Roarable Hold — Fair / Balanced Risk-Reward) in Biotechnology: Pharmaceutical Preparations. Bulls point to capital efficiency (85.0% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

SK SkepticalCFA Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $3.00 (-17.1%)
Spot @ $3.62

Pump the brakes on IRWD — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on IRWD, but look at what you are paying: 24.9x trailing P/E with tightening sector spreads. Unless Ironwood Pharmaceuticals Inc. (Class A) expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

MA MacroHawk_NYC Verified K Arena Trader 🐂 BULLISH 🎯 Target: $4.34 (+19.9%)
Spot @ $3.62

IRWD cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on IRWD, the market is fixating on short-term headline noise in Biotechnology: Pharmaceutical Preparations and ignoring the balance sheet and cash flow trajectory. At $3.62 (52-wk range $1.61 - $5.78), any beat on forward guidance forces shorts and underweight funds to chase.

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