Update shared on22 Oct 2025
Fair value Increased 12%Supernus Pharmaceuticals’ analyst price targets have risen sharply, with the fair value estimate increasing from $49.20 to $55.20 per share as analysts cite accelerating growth prospects and higher peak sales potential in key product lines.
Analyst Commentary
Bullish Takeaways- Bullish analysts have raised their price targets substantially, with figures as high as $65 per share. This reflects growing confidence in Supernus Pharmaceuticals’ future earnings potential.
- Updated financial models now account for a faster rate of patient adoption for key products, notably ONAPGO. This is expected to drive higher peak sales than previously anticipated.
- Survey data highlights significant growth potential for Qelbree in the ADHD treatment market. A large proportion of prescribers indicate increased use of non-stimulant therapies in the future.
- Analysts point to Supernus Pharmaceuticals' strong momentum across core product lines. This momentum is expected to underpin sustained revenue growth and enhance the company’s valuation outlook.
What's in the News
- Supernus Pharmaceuticals raised its full year 2025 financial guidance and now expects total revenues of $670 million to $700 million, an increase from the prior guidance of $600 million to $630 million (Key Developments).
- The company attributes its improved earnings outlook to strong performance in the first half of 2025 and the impact of the Sage acquisition (Key Developments).
- Updated projections for operating loss are now $70 million to $80 million, compared to previous estimates of a loss of $15 million to earnings of $10 million (Key Developments).
Valuation Changes
- Fair Value Estimate has increased from $49.20 to $55.20 per share, reflecting a notable upward revision.
- Discount Rate remains unchanged at 6.78 percent; this indicates no shift in perceived risk or required return.
- Revenue Growth projection has risen slightly, from 14.96 percent to 15.94 percent.
- Net Profit Margin estimate has decreased marginally, from 20.46 percent to 19.94 percent.
- Future Price-to-Earnings (P/E) ratio has increased from 16.81x to 18.86x, suggesting higher expected earnings multiples.
Disclaimer
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