ARS Pharmaceuticals (SPRY) Resumen de Acciones
ARS Pharmaceuticals, Inc. es una empresa biofarmacéutica que desarrolla y comercializa tratamientos para reacciones alérgicas graves en Estados Unidos y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 5/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en SPRY a partir de nuestros controles de riesgos.
SPRY Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$27.73
FV
69.2% infravalorado descuento intrínseco151
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Competidores de ARS Pharmaceuticals, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$8.54 |
| Máximo en las últimas 52 semanas | US$18.63 |
| Mínimo de 52 semanas | US$6.66 |
| Beta | 0.83 |
| Cambio en 1 mes | -5.84% |
| Variación en 3 meses | 9.28% |
| Cambio de 1 año | -53.08% |
| Variación en 3 años | 27.46% |
| Variación en 5 años | n/a |
| Variación desde la OPV | 40.92% |
Noticias y actualizaciones recientes
Seeking Alpha • Jun 25
ARS Pharma: Strong Growth Meets A Coverage Wall
Summary ARS Pharmaceuticals is rated a hold due to heightened near-term execution risk despite a compelling long-term Neffy opportunity. SPRY's Q1 revenue nearly tripled to $22.7M, but aggressive SG&A spending drove a $60.6M net loss and elevated cash burn. A critical insurance coverage setback, particularly with CVS Caremark, undermines assumptions of rapid Neffy adoption and threatens the path to breakeven. At 7–10x sales, valuation bakes in rapid growth; failure to secure payer wins may drive multiple compression toward sector norms. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 23
SPRY: Future Upside Seen From Allergy Launch And ARS-2 Urticaria Program
The fair value estimate for ARS Pharmaceuticals has shifted from $34.00 to $32.00 as analysts factor in updated long term assumptions on neffy and ARS-2, following a series of bullish price target and initiation notes. These notes highlight the potential for chronic spontaneous urticaria to contribute meaningfully if development and commercialization progress as planned.
Nueva narrativa • Jun 17
Why the Market is Wrong About the ARS Pharma vs. Aquestive "DUOPOLY"
Why the Market is Wrong About the ARS Pharma vs. Aquestive "Duopoly" Ticker: ARS Pharmaceuticals, Inc.
Actualización de narrativa • Jun 09
SPRY: Future Allergy And Urticaria Franchise Will Support Substantial Upside Potential
Analysts have nudged their fair value estimate for ARS Pharmaceuticals to $28.80, citing higher Street price targets up to $30 and growing attention on both the neffy launch and long term potential from ARS-2 in chronic spontaneous urticaria. Analyst Commentary Street research around ARS Pharmaceuticals has begun to focus on how the neffy launch and the ARS-2 program could shape the stock's risk and reward profile, with fair value views adjusting to reflect both nearer term execution and longer term pipeline outcomes.Recent updates
Seeking Alpha • Jun 25
ARS Pharma: Strong Growth Meets A Coverage Wall
Summary ARS Pharmaceuticals is rated a hold due to heightened near-term execution risk despite a compelling long-term Neffy opportunity. SPRY's Q1 revenue nearly tripled to $22.7M, but aggressive SG&A spending drove a $60.6M net loss and elevated cash burn. A critical insurance coverage setback, particularly with CVS Caremark, undermines assumptions of rapid Neffy adoption and threatens the path to breakeven. At 7–10x sales, valuation bakes in rapid growth; failure to secure payer wins may drive multiple compression toward sector norms. Read the full article on Seeking AlphaActualización de narrativa • Jun 23
SPRY: Future Upside Seen From Allergy Launch And ARS-2 Urticaria Program
The fair value estimate for ARS Pharmaceuticals has shifted from $34.00 to $32.00 as analysts factor in updated long term assumptions on neffy and ARS-2, following a series of bullish price target and initiation notes. These notes highlight the potential for chronic spontaneous urticaria to contribute meaningfully if development and commercialization progress as planned.Nueva narrativa • Jun 17
Why the Market is Wrong About the ARS Pharma vs. Aquestive "DUOPOLY"
Why the Market is Wrong About the ARS Pharma vs. Aquestive "Duopoly" Ticker: ARS Pharmaceuticals, Inc.Actualización de narrativa • Jun 09
SPRY: Future Allergy And Urticaria Franchise Will Support Substantial Upside Potential
Analysts have nudged their fair value estimate for ARS Pharmaceuticals to $28.80, citing higher Street price targets up to $30 and growing attention on both the neffy launch and long term potential from ARS-2 in chronic spontaneous urticaria. Analyst Commentary Street research around ARS Pharmaceuticals has begun to focus on how the neffy launch and the ARS-2 program could shape the stock's risk and reward profile, with fair value views adjusting to reflect both nearer term execution and longer term pipeline outcomes.
Actualización de narrativa • May 25
SPRY: Bullish Outperform Views Will Support Future Allergy Treatment Upside
Analysts have raised their price target on ARS Pharmaceuticals to $12.00, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and a lower future P/E. They also highlight recent bullish initiation and Outperform ratings from the Street as support for this revised view.Actualización de narrativa • May 01
SPRY: Disruptor Positioning And Recent Approvals Will Support Future Upside Potential
Analysts have adjusted their price target for ARS Pharmaceuticals slightly from about $27.00 to roughly $26.71. This reflects updated assumptions around discount rates, profit margins, revenue growth, and future P/E expectations following recent bullish Street research initiations.Actualización de narrativa • Apr 15
SPRY: Bullish Coverage Sees Future Upside From Execution On Commercial Rollout
Analysts have reset their fair value estimate for ARS Pharmaceuticals to $34.00 from $40.00, reflecting updated assumptions on revenue growth, profit margins, discount rate, and future P/E following recent bullish coverage initiations. Analyst Commentary Recent bullish coverage initiations frame ARS Pharmaceuticals as a potential disruptor in its category, with valuation work now anchored to the revised US$34.00 fair value estimate.Actualización de narrativa • Apr 01
SPRY: Rival FDA Setback Will Support Future Anaphylaxis Market Upside
Narrative Update: ARS Pharmaceuticals (SPRY) Analysts have nudged their fair value estimate for ARS Pharmaceuticals slightly higher to about $12.08 per share, citing updated assumptions on revenue growth, profit margins and future P/E multiples following a recent research note highlighting regulatory setbacks for a key competitor. Analyst Commentary Recent research has framed the regulatory setback at a key competitor as a potential opening for ARS Pharmaceuticals, but bearish analysts still flag important risks around execution and valuation.Actualización de narrativa • Mar 18
SPRY: Competitor FDA Setback Will Support Future Upside Potential
Analysts now set a revised price target of about $27 for ARS Pharmaceuticals, down from roughly $28.83. This reflects updated assumptions around higher projected revenue growth, a lower profit margin profile, and a higher future P/E, with recent competitor regulatory setbacks cited as an important supporting factor.Actualización de narrativa • Mar 04
SPRY: Rival FDA Setback And Global Approvals Will Support Future Upside
Narrative Update on ARS Pharmaceuticals (SPRY) Analysts have lifted their price target on ARS Pharmaceuticals to $12.00, citing updated assumptions around discount rate, revenue growth, profit margin, and future P/E that, in their view, reflect a more favorable competitive setup following a deficiency letter issued to a key rival by the FDA. Analyst Commentary Even with a raised price target to US$12.00 tied to a tougher outlook for a key rival, analysts are not uniformly enthusiastic.Actualización de narrativa • Feb 18
SPRY: Competitor FDA Setback And Global Approvals Will Support Future Upside
Analysts now see fair value for ARS Pharmaceuticals rising slightly from about $28.00 to roughly $28.83 per share, citing the recent FDA deficiency letter to a key competitor as support for their updated price target and underlying assumptions. Analyst Commentary Bullish Takeaways Bullish analysts view the FDA deficiency letter to a key competitor as easing near term competitive pressure on ARS Pharmaceuticals, which they see as supportive of the updated fair value near US$28.83 per share.Actualización de narrativa • Feb 03
SPRY: Competitor Delay And Global Allergy Access Will Drive Future Upside
Narrative Update on ARS Pharmaceuticals Analysts trimmed their fair value estimate for ARS Pharmaceuticals from about $28.83 to $28.00, reflecting slightly adjusted assumptions around discount rates, revenue growth, profit margins, and future P/E. They also highlighted competitor delays and recent strength in Neffy uptake and revenue as key parts of their rationale.Actualización de narrativa • Jan 19
SPRY: Virtual Access And China Approval Will Drive Needle Free Allergy Share
Analysts have reduced their price targets on ARS Pharmaceuticals to a range centered around roughly US$30 to US$35, citing ongoing momentum for neffy, recent revenue outperformance, and a potentially delayed competitive launch following the FDA deficiency letter to a rival product. Analyst Commentary Recent research updates on ARS Pharmaceuticals focus heavily on neffy adoption, revenue traction, and the competitive backdrop in anaphylaxis treatment.Artículo de análisis • Jan 10
ARS Pharmaceuticals, Inc. (NASDAQ:SPRY) Stock Catapults 25% Though Its Price And Business Still Lag The Industry
ARS Pharmaceuticals, Inc. ( NASDAQ:SPRY ) shareholders would be excited to see that the share price has had a great...Actualización de narrativa • Jan 05
SPRY: Needle Free Allergy Rescue Will Gain Share On Virtual Access Programs
Analysts have inched their fair value estimate for ARS Pharmaceuticals higher to about $28.83 per share from roughly $28.67, citing strong recent revenue from Neffy, fresh Street targets in the $30 to $35 range, and expectations for continued adoption supported by direct to consumer efforts and broader prescriber uptake. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the recent Q3 revenue of $32.5M exceeded both Street consensus and internal models.Actualización de narrativa • Dec 15
SPRY: Neffy Launch Momentum And DTC Campaigns Will Drive Future Upside
Analysts have revised their price target on ARS Pharmaceuticals lower, effectively halving fair value to about $12 per share from roughly $25, as they balance stronger than expected Neffy launch metrics and accelerating revenue growth with a higher discount rate and more conservative long term valuation multiples. Analyst Commentary Recent Street research continues to frame ARS Pharmaceuticals as a high growth story supported by strong Neffy uptake, but with a more tempered risk reward profile as valuation, competitive dynamics, and launch execution risks are reassessed.Actualización de narrativa • Nov 30
SPRY: Needle-Free Delivery Will Capture Market Share From Auto-Injectors
The analyst fair value estimate for ARS Pharmaceuticals has been lowered from approximately $30.00 to $28.67 per share. Analysts cite moderating revenue growth expectations and a significant reduction in projected profit margins as key factors driving the adjustment, despite continued positive momentum for the company's signature product, neffy.Actualización de narrativa • Nov 16
SPRY: Needle-Free Allergy Treatment Will Drive Market Share Expansion
The analyst price target for ARS Pharmaceuticals has been lowered from $31.00 to $30.00 per share, as analysts cite strong recent financials, expanding market share for Neffy, and optimism about future adoption. This outlook is balanced by moderated revenue growth expectations.Artículo de análisis • Aug 28
ARS Pharmaceuticals, Inc. (NASDAQ:SPRY) May Have Run Too Fast Too Soon With Recent 27% Price Plummet
ARS Pharmaceuticals, Inc. ( NASDAQ:SPRY ) shares have had a horrible month, losing 27% after a relatively good period...Artículo de análisis • Aug 15
ARS Pharmaceuticals (NASDAQ:SPRY) May Not Be Profitable But It Seems To Be Managing Its Debt Just Fine, Anyway
NasdaqGM:SPRY 1 Year Share Price vs Fair Value Explore ARS Pharmaceuticals's Fair Values from the Community and select...Artículo de análisis • Jun 30
ARS Pharmaceuticals, Inc. (NASDAQ:SPRY) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected
Despite an already strong run, ARS Pharmaceuticals, Inc. ( NASDAQ:SPRY ) shares have been powering on, with a gain of...Artículo de análisis • May 15
Analysts Have Just Cut Their ARS Pharmaceuticals, Inc. (NASDAQ:SPRY) Revenue Estimates By 15%
Today is shaping up negative for ARS Pharmaceuticals, Inc. ( NASDAQ:SPRY ) shareholders, with the analysts delivering a...
Nueva narrativa • May 01
80% Coverage And Pediatric Launch Will Expand Global Markets
Rapid payer coverage expansion and pediatric market entry may enhance revenue and ease prescribing burdens with reduced authorization requirements.Artículo de análisis • Apr 03
Revenues Not Telling The Story For ARS Pharmaceuticals, Inc. (NASDAQ:SPRY) After Shares Rise 28%
ARS Pharmaceuticals, Inc. ( NASDAQ:SPRY ) shareholders would be excited to see that the share price has had a great...Artículo de análisis • Mar 26
Downgrade: Here's How Analysts See ARS Pharmaceuticals, Inc. (NASDAQ:SPRY) Performing In The Near Term
One thing we could say about the analysts on ARS Pharmaceuticals, Inc. ( NASDAQ:SPRY ) - they aren't optimistic, having...Seeking Alpha • Feb 06
ARS Pharmaceuticals' Neffy Launch Could Be A Hit For Severe Allergic Reactions
Summary ARS Pharmaceuticals launched Neffy, the first FDA-approved needle-free epinephrine nasal spray for severe allergic reactions. Neffy’s early sales also beat expectations, which I think showcases how much of a blockbuster it could become over time. Neffy targets several segments within severe allergic reactions and could also become an OTC medication soon. In total, this is a multibillion-dollar TAM. SPRY plans to expand Neffy’s indications into CSU and pediatric use relatively soon as well, which could give us further stock price catalysts in the near term. Still, there are a few risks related to insurance coverage policies and competition with traditional auto-injectors. But aside from that, I think SPRY is a 'Buy'. Read the full article on Seeking AlphaSeeking Alpha • Nov 20
ARS Pharmaceuticals: Demand Curve Is Key Unknown
Summary ARS Pharmaceuticals' Neffy, a first non-injectable epinephrine nasal spray, recently launched in the U.S. and Europe, helping to drive a 140% YTD stock increase. The company has a solid balance sheet with $205 million in cash and a new $145 million upfront payment as part of a licensing deal with ALK-Abelló. However, it is tough to determine the demand curve this close to the start of commercialization, and there has been some notable insider selling in November. An analysis around ARS Pharmaceuticals follows in the paragraphs below. Read the full article on Seeking AlphaArtículo de análisis • Sep 13
We're Interested To See How ARS Pharmaceuticals (NASDAQ:SPRY) Uses Its Cash Hoard To Grow
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Sep 06
ARS Pharmaceuticals: A Decent Bet For Upside After Neffy Approval
Summary ARS Pharmaceuticals' neffy, a needle-free nasal spray for Type I allergic reactions, received early FDA approval, driving a 120% YTD share price increase. Neffy addresses a significant unmet need, potentially capturing a large market share from injectable epinephrine products like EpiPen, with projected peak revenues of ~$750m annually. Despite initial FDA rejection, neffy's approval is backed by compelling clinical data, and ARS plans to expand into Europe, China, Japan, and Australia. While ARS faces challenges from established competitors, neffy's advantages and ARS's strategic marketing efforts make it a slightly risky but compelling buy opportunity. Read the full article on Seeking AlphaSeeking Alpha • Jun 25
ARS Pharmaceuticals On Track With Neffy Despite Regulatory Hurdles
Summary ARS Pharmaceuticals stock has recovered since the FDA's Complete Response Letter regarding its epinephrine nasal spray, neffy. Despite competition and a delayed market entry, ARS Pharmaceuticals remains ahead with its unique nasal spray, aiming for a significant market share. With substantial cash reserves, ARS is financially stable until 2029, though increased expenses are anticipated as the product launch nears. SPRY stock is a hold, suited for a barbell strategy portfolio, balancing high risk/reward potential amidst significant competitive and regulatory risks. Read the full article on Seeking AlphaArtículo de análisis • Mar 18
We're Not Very Worried About ARS Pharmaceuticals' (NASDAQ:SPRY) Cash Burn Rate
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Artículo de análisis • Nov 14
ARS Pharmaceuticals (NASDAQ:SPRY) Is In A Good Position To Deliver On Growth Plans
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Artículo de análisis • May 12
Here's Why We're Not Too Worried About ARS Pharmaceuticals' (NASDAQ:SPRY) Cash Burn Situation
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Rentabilidad de los accionistas
| SPRY | US Biotechs | Mercado US | |
|---|---|---|---|
| 7D | -11.5% | 7.5% | -2.5% |
| 1Y | -53.1% | 40.9% | 19.0% |
Rentabilidad vs. Industria: Los resultados de SPRY fueron inferiores a los de la industria US Biotechs, que obtuvo un rendimiento del 40.9% el año pasado.
Rentabilidad vs. Mercado: SPRY obtuvo unos resultados inferiores a los del mercado US, que fueron del 19% el año pasado.
Volatilidad de los precios
| SPRY volatility | |
|---|---|
| SPRY Average Weekly Movement | 10.7% |
| Biotechs Industry Average Movement | 10.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: SPRY no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de SPRY (11%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2015 | 157 | Rich Lowenthal | ars-pharma.com |
ARS Pharmaceuticals, Inc. es una empresa biofarmacéutica que desarrolla y comercializa tratamientos para reacciones alérgicas graves en Estados Unidos y a escala internacional. La empresa participa en el desarrollo de neffy, una administración intranasal de epinefrina sin aguja para el tratamiento de emergencia de reacciones alérgicas de tipo I, incluida la anafilaxia. ARS Pharmaceuticals, Inc. se fundó en 2015 y tiene su sede en San Diego, California.
Resumen de fundamentos de ARS Pharmaceuticals, Inc.
| Estadísticas fundamentales de SPRY | |
|---|---|
| Capitalización bursátil | US$848.05m |
| Beneficios(TTM) | -US$197.98m |
| Ingresos (TTM) | US$98.99m |
8.6x
Ratio precio-ventas (PS)-4.3x
Ratio precio-beneficio (PE)¿Está SPRY sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de SPRY | |
|---|---|
| Ingresos | US$98.99m |
| Coste de los ingresos | US$40.18m |
| Beneficio bruto | US$58.81m |
| Otros gastos | US$256.78m |
| Beneficios | -US$197.98m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -1.99 |
| Margen bruto | 59.41% |
| Margen de beneficio neto | -200.00% |
| Ratio deuda/patrimonio | 279.2% |
¿Cómo se ha desempeñado SPRY a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/28 01:38 |
| Precio de las acciones al final del día | 2026/06/26 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
ARS Pharmaceuticals, Inc. está cubierta por 10 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Joshua Schimmer | Cantor Fitzgerald & Co. |
| Roanna Clarissa Ruiz | Leerink Partners LLC |
| Carl Byrnes | Northland Capital Markets |