Update shared on 06 Nov 2025
Fair value Decreased 21%Analysts have revised their price target for OraSure Technologies from $6.00 to $4.75, citing updated projections for revenue growth and broader shifts in valuation estimates.
What's in the News
- Healthcare entrepreneur Ron Zwanziger warned OraSure that he may pursue an adversarial strategy if the company continues to resist his acquisition bid, following OraSure's rejection of his all-cash offer earlier this summer (Reuters).
- Altai Capital Management announced plans to target board seats with two directors up for re-election next year and indicated Altai founder Rishi Bajaj may be a proposed candidate.
- Some OraSure investors have reportedly reached out to Zwanziger, expressing concern about the company's current direction (Reuters).
Valuation Changes
- Fair Value Estimate: Lowered from $6.00 to $4.75 per share, reflecting a downward revision.
- Discount Rate: Increased slightly from 7.52% to 7.68%, indicating a higher required rate of return.
- Revenue Growth: Changed from a projected 1.83% increase to a 1.70% decline, marking a significant reduction in expectations.
- Net Profit Margin: Improved from 12.32% to 13.54%, suggesting a modest gain in profitability despite other setbacks.
- Future Price-to-Earnings (P/E) Ratio: Decreased from 28.13x to 22.64x, implying a lower valuation multiple assigned to future earnings.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.