Adaptimmune Therapeutics

ADAP.Y: Compliance Efforts Will Overcome Index Removal To Drive Recovery

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

04 Apr 25

Updated

16 Dec 25

Views

95

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-93.7%

7D

-20.8%

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1Y

-93.7%

7D

-20.8%

You can edit this narrative until Dec 17 2:10 PM. Then, changes will post as Updates.

Author's Valuation

US$1.597.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 16 Dec 25

ADAP.Y: Leadership And Listing Changes Will Drive Future Upside Potential

Narrative Update on Adaptimmune Therapeutics Analysts have modestly increased their price target on Adaptimmune Therapeutics by approximately 3 percent to about 1.50 dollars per share, citing slightly stronger expected revenue growth and a marginally lower future price to earnings multiple in their updated models. What's in the News Chief Financial Officer Chris Hill has been appointed Chief Executive Officer and Director, succeeding long serving executive Adrian Rawcliffe as part of a broader company restructuring, while temporarily retaining his CFO role (company announcement).

Shared on 02 Dec 25

ADAP.Y: Leadership Transition And Deregistration Will Drive Further Upside Potential

Analysts have maintained their price target for Adaptimmune Therapeutics at $1.50. Modest improvements in profitability and valuation ratios are balanced by steady expectations for growth and risk.

Shared on 18 Nov 25

Fair value Increased 53%

ADAP.Y: Voluntary SEC Deregistration and Index Removals Will Unlock Future Value

Analysts have raised their price target for Adaptimmune Therapeutics from $0.98 to $1.50. This change reflects updated expectations for valuation and revised future earnings metrics.

Shared on 03 Nov 25

Fair value Increased 54%

Analysts have raised the price target for Adaptimmune Therapeutics from $0.64 to $0.98 per share. This change reflects increased optimism on future revenue growth and profit margins, despite a slightly higher discount rate.

Shared on 22 Aug 25

Fair value Decreased 11%

Analysts have lowered their price target for Adaptimmune Therapeutics, citing solvency concerns, ongoing strategic uncertainty, and a lack of near-term catalysts, resulting in a revised fair value from $0.714 to $0.638. Analyst Commentary Bearish analysts cite significant solvency and sustainability concerns, questioning whether the company has sufficient financial resources to navigate near-term challenges.

Shared on 07 Aug 25

Fair value Decreased 26%

Despite a modestly improved revenue growth outlook and a significantly lower forward P/E, consensus analyst sentiment has worsened, leading to a marked price target reduction from $0.96 to $0.714. What's in the News Adaptimmune Therapeutics reached a settlement with MD Anderson Cancer Center to resolve litigation related to a previous strategic alliance, with all claims to be dismissed upon payment.

Shared on 30 Jul 25

Fair value Decreased 43%

Despite improved revenue growth forecasts and a lower future P/E ratio reflecting better earnings expectations, analysts have significantly reduced the fair value for Adaptimmune Therapeutics, as indicated by the consensus price target dropping from $1.67 to $0.96. What's in the News Adaptimmune settled litigation with MD Anderson regarding a breach of contract under a 2016 alliance, agreeing to a financial settlement the company deems immaterial to its financial position or results.

Shared on 01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget has decreased profit margin from 19.3% to 17.3% and increased future PE multiple from 23.6x to 26.4x.

Shared on 09 Apr 25

Fair value Decreased 1.76%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$1.5

97.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

35.56%

Biotech revenue growth rate

9.68%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

13.46%

Calculation

US$32.63m

Earnings '28

x

19.40x

PE Ratio '28

=

US$633.17m

Market Cap '28

US$633.17m

Market Cap '28

/

289.97m

No. shares '28

=

US$2.18

Share Price '28

US$2.18 Share Price '28

Discounted to 2025 @ 13.46% p.a.

=

US$1.50

Fair Value '25