Update shared on27 Aug 2025
Fair value Increased 6.28%Analysts have raised Oxford Biomedica’s price target from £5.08 to £5.40, citing strong commercial execution and improving fundamentals despite some concerns over market visibility and client demand.
Analyst Commentary
- Bullish analysts highlight Oxford Biomedica’s strong commercial track record and operational excellence as underpinning their positive outlook.
- Upside potential is seen if management meets stated guidance targets, despite recent share price weakness.
- Bearish analysts cite ongoing limited market visibility and uncertainties in client demand as restraining factors.
- JPMorgan’s lowered target reflects a more cautious stance amid the uncertain market environment, keeping a neutral position.
- A recent price target increase from a major bank reflects confidence in improving fundamentals and execution.
What's in the News
- Completed a £60 million follow-on equity offering, issuing 13,921,114 ordinary shares at £4.31 each via Regulation S and direct listing.
- Filed for a £60 million follow-on equity offering with subsequent direct listing plans.
- Provided H1 2025 earnings guidance, forecasting revenues of £70–73 million (up 38%–44% y/y); reiterated FY 2025 revenue guidance of £160–170 million.
- Held an Analyst/Investor Day.
- Amended company articles by replacing existing articles 43.2 and 43.4G at the Annual General Meeting.
Valuation Changes
Summary of Valuation Changes for Oxford Biomedica
- The Consensus Analyst Price Target has risen from £5.08 to £5.40.
- The Net Profit Margin for Oxford Biomedica has significantly risen from 6.52% to 8.18%.
- The Future P/E for Oxford Biomedica has significantly fallen from 41.93x to 33.57x.
Disclaimer
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