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Liquidia Rises as Strong YUTREPIA Growth and a Fresh Analyst Upgrade Boost Sentiment

Investivoq PriceTracker

Liquidia Corporation (LQDA) is up 5.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a favorable reaction to Liquidia’s third-quarter update and a subsequent analyst upgrade. Investors seem to be focusing on rapid YUTREPIA sales growth, record October shipment activity, and signs that the company can keep expanding commercially even after settling its litigation over the product.

Details:

  • Liquidia reported third-quarter 2026 net product sales for YUTREPIA of $222.7 million, up 31% from the second quarter, showing continued commercial momentum.
  • The company said October patient shipments reached their highest monthly level since launch, while the prescriber base expanded to about 1,300 through October.
  • Management said the global settlement with United Therapeutics resolved all pending litigation and keeps YUTREPIA available to patients without disruption, reducing a major uncertainty over the story.
  • An analyst upgrade issued on November 11 added another tailwind, reinforcing bullish sentiment after the earnings release and corporate update.

    • Sources:

    Liquidia Corporation, SEC, TipRanks

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $LQDA Insider Trading Activity

    LQDA Insider Trades

    $LQDA insiders have traded $LQDA stock on the open market 98 times in the past 6 months. Of those trades, 1 have been purchases and 97 have been sales.

    Here’s a breakdown of recent trading of $LQDA stock by insiders over the last 6 months:

    • STEPHEN M BLOCH has made 0 purchases and 39 sales selling 1,604,042 shares for an estimated $106,499,657.
    • ROGER JEFFS (Chief Executive Officer) has made 0 purchases and 11 sales selling 267,993 shares for an estimated $15,338,554.
    • PAUL B MANNING has made 0 purchases and 5 sales selling 200,000 shares for an estimated $12,782,058.
    • RAJEEV SAGGAR (Chief Medical Officer) has made 0 purchases and 5 sales selling 98,678 shares for an estimated $6,944,550.
    • JASON ADAIR (Chief Business Officer) has made 0 purchases and 7 sales selling 90,171 shares for an estimated $5,947,381.
    • KATHERINE RIELLY-GAUVIN has made 0 purchases and 2 sales selling 55,182 shares for an estimated $4,087,434.
    • RAMAN SINGH has made 0 purchases and 3 sales selling 46,986 shares for an estimated $2,952,888.
    • SARAH KREPP (Chief Human Resource Officer) has made 0 purchases and 6 sales selling 38,263 shares for an estimated $2,478,831.
    • MICHAEL KASETA (CFO and COO) has made 0 purchases and 3 sales selling 39,368 shares for an estimated $2,000,318.
    • RUSSELL SCHUNDLER (General Counsel) has made 0 purchases and 3 sales selling 28,430 shares for an estimated $1,443,873.
    • DANA BOYLE (Chief Accounting Officer) has made 0 purchases and 5 sales selling 18,075 shares for an estimated $1,019,875.
    • SCOTT MOOMAW (Chief Commercial Officer) has made 0 purchases and 3 sales selling 18,402 shares for an estimated $934,559.
    • PARTNERS LP CALIGAN has made 1 purchase buying 5,300 shares for an estimated $317,894 and 1 sale selling 5,300 shares for an estimated $317,894.
    • SANJEEV KHINDRI (Chief Development Officer) has made 0 purchases and 4 sales selling 6,420 shares for an estimated $386,708.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $LQDA Hedge Fund Activity

    We have seen 195 institutional investors add shares of $LQDA stock to their portfolio, and 165 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • BLACKROCK, INC. added 5,299,442 shares (+96.5%) to their portfolio in Q2 2026, for an estimated $422,524,510
    • FULLER & THALER ASSET MANAGEMENT, INC. added 1,209,604 shares (+inf%) to their portfolio in Q2 2026, for an estimated $96,441,726
    • PRICE T ROWE ASSOCIATES INC /MD/ added 987,213 shares (+103.6%) to their portfolio in Q2 2026, for an estimated $78,710,492
    • INVESCO LTD. added 875,826 shares (+216.2%) to their portfolio in Q3 2026, for an estimated $26,502,494
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 674,033 shares (+inf%) to their portfolio in Q2 2026, for an estimated $53,740,651
    • JANE STREET GROUP, LLC removed 654,343 shares (-82.2%) from their portfolio in Q2 2026, for an estimated $52,170,767
    • SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 530,014 shares (-52.9%) from their portfolio in Q2 2026, for an estimated $42,258,016

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $LQDA Price Targets

    Multiple analysts have issued price targets for $LQDA recently. We have seen 3 analysts offer price targets for $LQDA in the last 6 months, with a median target of $79.0.

    Here are some recent targets:

    • Jason Gerberry from B of A Securities set a target price of $79.0 on 06/29/2026
    • Julian Harrison from BTIG set a target price of $109.0 on 06/22/2026
    • Andrew S. Fein from HC Wainwright & Co. set a target price of $75.0 on 06/05/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.