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AnalystConsensusTarget updated the narrative for ADAP.Y

Update shared on 22 Aug 2025

Fair value Decreased 11%
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AnalystConsensusTarget's Fair Value
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1Y
-93.7%
7D
-20.8%

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.
  • Uncertainty around the outcome of the ongoing bank-assisted strategic review increases risk and clouds forward visibility for investors.
  • Lack of near-term catalysts to drive share price appreciation or re-rate investor sentiment has led to a more cautious stance.
  • Management is facing an increasingly difficult balancing act between maximizing the Tecelra launch potential and implementing strict cost controls to preserve cash.
  • Downgrades reflect a broadly challenging outlook with limited confidence in a positive inflection point in the foreseeable future.

What's in the News


  • Nasdaq has notified Adaptimmune that, due to its ADSs closing at $0.10 or less for ten consecutive trading days, the company's securities are subject to delisting unless it successfully appeals before the Nasdaq Hearings Panel; ADAP will continue to trade pending this process, but there is no assurance of continued listing.
  • Adaptimmune reached a settlement agreement with MD Anderson Cancer Center, resulting in the release and dismissal of all legal claims related to a past strategic alliance; the financial obligations under this settlement are not considered material to the company's financial position or results.

Valuation Changes


Summary of Valuation Changes for Adaptimmune Therapeutics

  • The Consensus Analyst Price Target has significantly fallen from $0.714 to $0.638.
  • The Consensus Revenue Growth forecasts for Adaptimmune Therapeutics has significantly risen from -3.5% per annum to 40.8% per annum.
  • The Future P/E for Adaptimmune Therapeutics has significantly fallen from 12.45x to 9.11x.

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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.