Update shared on 20 Nov 2025
Fair value Increased 1.97%Analysts have raised their price target for Supernus Pharmaceuticals from $59.33 to $60.50, citing improved revenue growth expectations and increased peak sales forecasts for ONAPGO.
Analyst Commentary
Recent Street research reflects growing optimism around Supernus Pharmaceuticals, as analysts adjust their targets and ratings in response to strong expectations for ONAPGO and the company’s broader growth trajectory. Below is a summary of both the bullish and bearish takeaways from recent analyst updates.
Bullish Takeaways- Bullish analysts have upgraded Supernus’s stock rating and significantly increased price targets, indicating heightened confidence in the company’s valuation and earnings potential.
- Revised models incorporate a faster than anticipated rate of patients adopting ONAPGO therapy, which raises peak sales estimates and suggests increased demand for the product.
- There is recognition of potential additional upside, as current projections for ONAPGO may prove conservative if adoption trends exceed expectations.
- Improved revenue growth expectations and the company’s ability to scale execution have contributed to positive outlooks from analysts tracking the stock.
- Cautious analysts note that increased expectations for ONAPGO adoption and sales place pressure on management to deliver consistent performance and operational execution.
- Some remain wary of whether Supernus can maintain momentum beyond the initial strong uptake, especially in the face of future competitive dynamics.
- The rapid upward revision of price targets could expose the stock to valuation risks if operational milestones are not met as forecasted.
What's in the News
- Supernus Pharmaceuticals raised its 2025 earnings guidance, projecting total revenues of $685 million to $705 million. This is an increase from the previous projection of $670 million to $700 million (Key Developments).
- The updated guidance includes anticipated contributions of approximately $75 million to $85 million from key products Trokendi XR and Oxtellar XR (Key Developments).
- Operating loss expectations were slightly reduced to a range of $65 million to $75 million, compared to the prior estimate of $70 million to $80 million (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from $59.33 to $60.50.
- The Discount Rate increased marginally from 6.78 percent to 6.96 percent.
- Revenue Growth expectation climbed from 16.45 percent to 17.92 percent.
- The Net Profit Margin estimate fell from 19.68 percent to 16.85 percent.
- The forecast for the future P/E ratio moved higher from 20.27x to 24.38x.
Disclaimer
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