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ADMA: Share Repurchases And Long Term Revenue Outlook Will Drive Future Upside

Share Repurchase And Higher Margins Will Drive Future Upside Potential

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ADMA
AnalystConsensusTarget
Not Invested
Published 03 Sep 2024

Update shared on 11 Dec 2025

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8.1%
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-4.9%

Narrative Update on ADMA Biologics

Analysts have maintained their price target for ADMA Biologics at 27.25 dollars, reflecting largely unchanged assumptions around discount rate, revenue growth, profit margins, and future valuation multiples. This signals continued confidence in the company’s long term earnings trajectory and risk profile.

What's in the News

  • Completed a share repurchase tranche between July 1 and September 30, 2025, buying back 512,411 shares for 8.03 million dollars, bringing total buybacks under the existing program to 1,328,648 shares for 23.01 million dollars (company filing).
  • Raised 2025 revenue guidance to at least 510 million dollars, up from more than 500 million dollars previously, reflecting stronger than expected business momentum (company guidance).
  • Increased 2026 revenue outlook to at least 630 million dollars, compared with prior guidance of 625 million dollars or more, signaling confidence in sustained top line growth (company guidance).
  • Issued long term guidance for 2029, targeting total annual revenue of 1.1 billion dollars or more, with expectations for outsized earnings growth from current margin levels (company guidance).

Valuation Changes

  • Fair Value Estimate: Unchanged at 27.25 dollars per share, indicating no revision to the base case intrinsic value.
  • Discount Rate: Risen slightly from 7.05 percent to 7.06 percent, suggesting a marginally higher implied risk profile or cost of capital.
  • Revenue Growth: Effectively unchanged at approximately 24.38 percent, indicating stable long term growth assumptions.
  • Net Profit Margin: Effectively unchanged at approximately 41.14 percent, reflecting steady expectations for long term profitability.
  • Future P/E: Increased very slightly from about 20.66 times to 20.67 times, implying a nearly flat outlook for valuation multiples.

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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.