Update shared on 28 Nov 2025
Analysts have maintained their price target for Gossamer Bio at $9.50 per share, citing increasingly positive sentiment and renewed conviction about seralutinib’s outlook as key clinical milestones approach.
Analyst Commentary
As key clinical milestones for seralutinib approach, analysts have weighed in with both optimistic and cautious perspectives regarding Gossamer Bio’s future prospects and current valuation.
Bullish Takeaways
- Bullish analysts highlight a clear improvement in overall sentiment as the company nears its February 2026 PROSERA data readout. They view this as a potential catalyst for significant upward valuation adjustments.
- There remains conviction that the market continues to underestimate the probability of clinical and regulatory success for seralutinib, even after the recent appreciation in Gossamer Bio’s share price.
- Positive feedback from recent conferences reinforces the belief that Gossamer Bio’s execution on development milestones positions it well for future growth.
- Analysts note that the Overweight ratings reflect not only excitement around upcoming trial results but also confidence in the management team’s ability to deliver on strategic objectives.
Bearish Takeaways
- Some analysts caution that the stock’s recent run-up could limit near-term upside, especially if expectations for the PROSERA data become overly optimistic.
- There are concerns that renewed optimism may already be partially priced in, reducing the margin for error should trial results fall short of expectations.
- Cautious analysts emphasize that while market sentiment is improving, execution risks remain, particularly as the company works to meet aggressive clinical and regulatory timelines.
What's in the News
- Gossamer Bio and Chiesi Group will jointly present five scientific presentations related to seralutinib at the European Respiratory Society (ERS) Congress 2025. The presentations will focus on fibrotic pathways in IPF and new data from single-cell transcriptomics (Key Developments).
Valuation Changes
- Consensus Analyst Price Target remains unchanged at $9.50 per share.
- The Discount Rate has decreased slightly from 7.54% to 7.49%, indicating a modest reduction in perceived risk.
- Revenue Growth projections have risen, moving from 72.2% to 77.5%.
- Net Profit Margin has fallen significantly, declining from 7.6% to 1.9%.
- The future P/E ratio has increased sharply, rising from 170.3x to 607.8x, reflecting higher valuation expectations relative to forecasted 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.