Shared on 29 Apr 26

ZYME: Royalty Model Shift Will Rely On Upcoming HER2 Gastric Trial Data

Narrative Update on Zymeworks Analysts have lifted Zymeworks' implied price target range into the mid to high $40s, citing the $250m Royalty Pharma debt deal and a shift toward a more royalty focused model as key reasons for refining assumptions around profitability and a higher future P/E multiple. Analyst Commentary Recent Street research has been broadly constructive on Zymeworks, with several price target increases clustered in the mid to high $40s.

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Shared on 14 Apr 26

Fair value Increased 9.92%

ZYME: Royalty Model Outlook Will Hinge On Upcoming HER2 Gastric Cancer Data

Analysts have raised Zymeworks’ fair value estimate from about $36.46 to $40.08, citing higher price targets in the $46 to $48 range, supportive views on the $250m Royalty Pharma financing, and a shift toward a more royalty-focused business model. Analyst Commentary Recent Street research has focused on Zymeworks’ financing decisions, its pivot toward a royalty-driven model, and the pipeline events that could influence how investors think about execution and valuation.

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Shared on 17 Feb 26

Fair value Increased 2.38%

ZYME: Royalty Model Will Be Supported By Upcoming HER2 Gastric Cancer Data

Analysts have raised their price targets on Zymeworks, with one firm moving to $40 from $37 and another to $25 from $17, citing the company's shift toward a royalty-focused model and expectations around upcoming HERIZON GEA-01 data as key drivers. Analyst Commentary Bullish Takeaways Bullish analysts point to the shift toward a royalty-focused model as a key reason for higher price targets, arguing that recurring royalty streams can support more visible revenue over time.

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Shared on 03 Feb 26

Fair value Increased 3.23%

ZYME: Royalty Model Will Be Driven By Positive HER2 Gastric Cancer Data

Narrative Update Analysts have nudged their blended price target for Zymeworks higher from about $34.50 to roughly $35.62 as they factor in the company’s shift toward a royalty-focused model around zani, positive HERIZON-GEA data for Ziihera, and updated views on future profitability and P/E assumptions. Analyst Commentary Street research on Zymeworks is clustering around two main themes: the shift toward a royalty-focused model centered on zani, and the impact of recent clinical data for Ziihera and early pipeline assets.

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Shared on 04 Dec 25

Fair value Increased 0.88%

ZYME: Royalty Model Will Benefit From Positive HER2 Gastric Cancer Data

Analysts nudged their fair value estimate for Zymeworks slightly higher, from $34.20 to $34.50. This reflects growing confidence that the company’s shift toward a royalty aggregator model, coupled with strong HERIZON-GEA-01 data for Ziihera and encouraging early ZW191 results, can drive faster revenue growth and improved profitability.

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Shared on 20 Nov 25

Fair value Increased 40%

ZYME: Recurring Royalty Revenue Will Drive Momentum After Positive Clinical Results

Zymeworks' analyst price target has surged from approximately $24.45 to $34.20 per share. This increase reflects analysts' optimism following the company's positive clinical trial results and strategic shift toward generating recurring royalty revenues.

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Shared on 05 Nov 25

Fair value Increased 3.26%

ZYME: Encouraging Pipeline Data Will Drive Momentum Ahead Of Key Clinical Readouts

Analysts have raised their price target for Zymeworks from $23.68 to $24.45 per share. They cite increased confidence in the company's growth outlook following encouraging clinical data and expanding therapeutic opportunities.

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Shared on 22 Oct 25

Fair value Increased 10%

Analysts have increased their price target for Zymeworks from $21.45 to $23.68 per share. They cite the company's differentiated therapies and upcoming clinical milestones as key drivers for the revised outlook.

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Shared on 08 Oct 25

Fair value Increased 6.95%

Analysts have increased their price target for Zymeworks from $20.06 to $21.45, citing improving revenue growth forecasts, stronger projected profit margins, and growing confidence in the momentum of Zanidatamab in biliary tract cancer. Analyst Commentary Recent commentary from street research reflects a mix of optimism and caution surrounding Zymeworks, particularly as the company advances its lead asset, Zanidatamab, in the biliary tract cancer market.

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Shared on 20 Sep 25

Fair value Decreased 4.72%

Despite raised analyst confidence driven by positive clinical momentum for Zanidatamab and anticipated catalysts, Zymeworks’ consensus analyst price target has been modestly lowered from $21.05 to $20.06. Analyst Commentary Positive momentum for Zanidatamab in biliary tract cancer.

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Shared on 01 May 25

Fair value Decreased 19%

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Shared on 24 Apr 25

Fair value Increased 20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 17 Apr 25

Fair value Decreased 17%

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Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Increased 20%

AnalystConsensusTarget has increased revenue growth from 12.4% to 16.9%, increased profit margin from 10.5% to 19.3%, decreased future PE multiple from 120.8x to 71.9x and increased shares outstanding growth rate from -0.0% to -0.0%.

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Analysts Raise Zymeworks Target on Pipeline Progress While Weighing Risks and Valuation Changes

ZYME: Royalty Model Shift Will Rely On Upcoming HER2 Gastric Trial Data

ZYME: Royalty Model Outlook Will Hinge On Upcoming HER2 Gastric Cancer Data

ZYME: Royalty Model Will Be Supported By Upcoming HER2 Gastric Cancer Data

ZYME: Royalty Model Will Be Driven By Positive HER2 Gastric Cancer Data

ZYME: Royalty Model Will Benefit From Positive HER2 Gastric Cancer Data

ZYME: Recurring Royalty Revenue Will Drive Momentum After Positive Clinical Results

ZYME: Encouraging Pipeline Data Will Drive Momentum Ahead Of Key Clinical Readouts

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