Verastem Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Verastem de 45% y 40.4% respectivamente, mientras que el BPA crecerá en un 52.6% al año.
Información clave
45.0%
Tasa de crecimiento de los beneficios
52.56%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Biotechs | 25.1% |
| Tasa de crecimiento de los ingresos | 40.4% |
| Rentabilidad financiera futura | n/a |
| Cobertura de analistas | Good |
| Última actualización | 07 Jul 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • Jun 26
VSTM: Future KRAS Data And Pancreatic Trial Progress Will Drive Repricing
The Verastem analyst price target has been revised lower, with a fair value estimate moving from about $14.00 to about $8.85 as analysts factor in a less favorable long thesis in a more crowded competitive space and updated post-earnings models. Analyst Commentary on Verastem Recent Street research on Verastem reflects a more cautious tone, with several bearish analysts trimming their fair value assumptions and reassessing the long thesis after recent earnings and competitive updates.Artículo de análisis • May 11
Analysts Are Updating Their Verastem, Inc. (NASDAQ:VSTM) Estimates After Its First-Quarter Results
It's been a sad week for Verastem, Inc. ( NASDAQ:VSTM ), who've watched their investment drop 18% to US$4.89 in the...
Nueva narrativa • Jan 22
RAS And MAPK Cancer Pipeline Will Drive Long Term Upside Potential
Catalysts About Verastem Verastem is an oncology company focused on therapies for RAS and MAPK pathway driven cancers, including KRAS mutated recurrent low grade serous ovarian cancer. What are the underlying business or industry changes driving this perspective?Artículo de análisis • Dec 26
Verastem, Inc.'s (NASDAQ:VSTM) Share Price Is Still Matching Investor Opinion Despite 26% Slump
Verastem, Inc. ( NASDAQ:VSTM ) shareholders won't be pleased to see that the share price has had a very rough month...Seeking Alpha • Jul 16
Verastem: The Market Is Ignoring The Progress
Summary FDA approval of AVMAPKI FAKZYNJA CO-PACK marks a transformative milestone, positioning Verastem as a commercial-stage leader in KRAS-mutant LGSOC treatment. Verastem's strong cash position and promising pipeline, including VS-7375 for KRAS G12D, offer significant upside with multiple near-term catalysts ahead. Risks include slow commercial uptake, pipeline uncertainty, and potential future dilution, but current valuation under $5 presents an attractive entry point. I maintain a 3/5 conviction, plan to add to my position below $5.75, and aim to hold long-term as VSTM targets KRAS-driven cancers. Read the full article on Seeking AlphaSeeking Alpha • May 26
Verastem: Narrowed Market And Less Compelling Efficacy Warrant Rating Downgrade
Summary Verastem's stock plummeted after updates showed reduced efficacy in cancer treatment trials, causing a reassessment of strategy. Updated clinical trial results show a significant drop in response rates, suggesting less robust efficacy than earlier believed. Financially, Verastem has only a year of cash runway and faces significant dilution risks to extend it. Downgrade the recommendation to 'hold' due to increased risks and market volatility associated with microcap stocks. Read the full article on Seeking AlphaSeeking Alpha • Sep 13
Verastem: Moving Forward
Summary Today, we circle back on a small oncology outfit called Verastem, Inc. The company is steadily advancing its pipeline targeting both LGSOC and NSCLC and Verastem secured funding this year to carry out its multiple trials. An investment analysis follows in the paragraphs below. Don't waste your time with explanations: people only hear what they want to hear. ― Paulo Coelho We haven't taken a look at Verastem, Inc. (NASDAQ:VSTM) since an article on this small biotech name early last year. There has been some news flow around the company since then and Verastem recently posted a new investor presentation, so it seems a good time to circle back on this story. Seeking Alpha Company Overview Verastem is based out of Massachusetts. The company developed 'Copiktra' which received FDA approval for chronic lymphocytic leukemia (CLL)/small lymphocytic lymphoma (SLL)/follicular lymphoma in the summer of 2018. The company soon after sold the global rights to this compound for a significant upfront payment. It continues to collect royalties and milestone payments from this arrangement. August Company Presentation The company is currently focused on establishing its candidate 'VS-6766' as the backbone therapy for RAS-driven solid tumors. This is how management describes VS-6766 on its last earnings press release. August Company Presentation VS-6766 is a RAF/MEK clamp that induces inactive complexes of MEK with ARAF, BRAF and CRAF potentially creating a more complete and durable anti-tumor response through maximal RAS pathway inhibition. In contrast to other MEK inhibitors, VS-6766 blocks both MEK kinase activity and the ability of RAF to phosphorylate MEK. This unique mechanism allows VS-6766 to block MEK signaling without the compensatory activation of MEK that appears to limit the efficacy of other inhibitors. August Company Presentation There is a high unmet need in the cancers VS-6766 is targeting in development. The stock currently trades around $1.25 a share and sports an approximate market capitalization of $230 million. August Company Presentation Developmental Progress August Company Presentation As can be seen above, VS-6766 is in numerous combination therapy trials and as a monotherapy focused on Non-Small Cell Lung Cancer (NSCLC) and Gynecologic Oncology. Most of these studies pair VS-6766 with another Verastem pipeline asset Defactinib, a FAK inhibitor. The most critical of these are RAMP 201 and RAMP 202. Both are registration-directed phase 2 studies and were initiated in the fourth quarter of 2020. RAMP 201 is targeting low-grade serous ovarian carcinoma or LGSOC and RAMP 2022 is targeting NSCLC. August Company Presentation Both studies should see top line results out in 2023. In mid-June, interim results came out from the RAMP 201 trial that showed VS-6766 as both a standalone therapy and in combination with defactinib showed encouraging efficacy with confirmed responses in patients with recurrent LGSOC, regardless of KRAS mutation. August Company Presentation The company is also conducting a trial called RAMP 203 in conjunction with Amgen (AMGN). This phase 1/2 with evaluate the 'tolerability and efficacy of VS-6766 in combination with Lumakras in patients with KRAS G12C-mutant NSCLC who have not been previously treated with a KRAS G12C inhibitor as well as in patients who have progressed on a KRAS G12C inhibitor.'Artículo de análisis • Sep 01
Health Check: How Prudently Does Verastem (NASDAQ:VSTM) Use Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Aug 08
Verastem Non-GAAP EPS of -$0.11 in-line
Verastem press release (NASDAQ:VSTM): Q2 Non-GAAP EPS of -$0.11 in-line. Verastem Oncology ended the second quarter 2022 with cash, cash equivalents and investments of $94.3 million. With proceeds available upon achievement of certain milestones from the Oxford Finance LLC credit facility and expected milestones and royalties from the sale of COPIKTRA, Verastem Oncology expects that it has a cash runway until at least 2025 to deliver on the current programs for VS-6766 and defactinib, including expenditures and development in LGSOC and KRAS mutant NSCLC. Shares +2.52% PM.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 263 | -100 | -82 | -74 | 8 |
| 12/31/2027 | 178 | -142 | -134 | -130 | 9 |
| 12/31/2026 | 102 | -167 | -163 | -151 | 9 |
| 3/31/2026 | 50 | -194 | -161 | -151 | N/A |
| 12/31/2025 | 31 | -209 | -147 | -138 | N/A |
| 9/30/2025 | 13 | -241 | -141 | -133 | N/A |
| 6/30/2025 | 2 | -167 | -120 | -120 | N/A |
| 3/31/2025 | 10 | -149 | -115 | -115 | N/A |
| 12/31/2024 | 10 | -131 | -105 | -105 | N/A |
| 9/30/2024 | 10 | -93 | -109 | -109 | N/A |
| 6/30/2024 | 10 | -89 | -102 | -102 | N/A |
| 3/31/2024 | N/A | -106 | -95 | -94 | N/A |
| 12/31/2023 | N/A | -87 | -86 | -86 | N/A |
| 9/30/2023 | N/A | -77 | -73 | -73 | N/A |
| 6/30/2023 | N/A | -75 | -72 | -72 | N/A |
| 3/31/2023 | N/A | -73 | -65 | -65 | N/A |
| 12/31/2022 | 3 | -74 | -64 | -64 | N/A |
| 9/30/2022 | 3 | -73 | -57 | -57 | N/A |
| 6/30/2022 | 3 | -78 | -53 | -53 | N/A |
| 3/31/2022 | 4 | -73 | -53 | -53 | N/A |
| 12/31/2021 | 2 | -71 | -54 | -54 | N/A |
| 9/30/2021 | 2 | -75 | -65 | -65 | N/A |
| 6/30/2021 | 81 | -39 | -10 | -10 | N/A |
| 3/31/2021 | 84 | -45 | -19 | -19 | N/A |
| 12/31/2020 | 89 | -68 | -34 | -34 | N/A |
| 9/30/2020 | 92 | -87 | -49 | -49 | N/A |
| 6/30/2020 | 22 | -130 | -122 | -122 | N/A |
| 3/31/2020 | 21 | -149 | -134 | -134 | N/A |
| 12/31/2019 | 17 | -149 | N/A | -139 | N/A |
| 9/30/2019 | 15 | -122 | N/A | -120 | N/A |
| 6/30/2019 | 22 | -113 | N/A | -115 | N/A |
| 3/31/2019 | 28 | -89 | N/A | -91 | N/A |
| 12/31/2018 | 27 | -72 | N/A | -75 | N/A |
| 9/30/2018 | 26 | -79 | N/A | -76 | N/A |
| 6/30/2018 | 10 | -81 | N/A | -65 | N/A |
| 3/31/2018 | N/A | -76 | N/A | -69 | N/A |
| 12/31/2017 | N/A | -68 | N/A | -57 | N/A |
| 9/30/2017 | N/A | -61 | N/A | -43 | N/A |
| 6/30/2017 | N/A | -46 | N/A | -37 | N/A |
| 3/31/2017 | N/A | -41 | N/A | -29 | N/A |
| 12/31/2016 | N/A | -36 | N/A | -29 | N/A |
| 9/30/2016 | N/A | -37 | N/A | -34 | N/A |
| 6/30/2016 | N/A | -44 | N/A | -39 | N/A |
| 3/31/2016 | N/A | -51 | N/A | -45 | N/A |
| 12/31/2015 | N/A | -58 | N/A | -46 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: Se prevé que VSTM siga sin ser rentable en los próximos 3 años.
Beneficios vs. Mercado: Se prevé que VSTM siga sin ser rentable en los próximos 3 años.
Beneficios de alto crecimiento: Se prevé que VSTM siga sin ser rentable en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (40.4% al año) de VSTM crezcan más rápidamente que los del mercado US (12.9% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos (40.4% al año) de VSTM crezcan más rápidamente que un 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de VSTM se prevé que sea elevada dentro de 3 años.
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/10 22:52 |
| Precio de las acciones al final del día | 2026/07/10 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
Verastem, Inc. está cubierta por 28 analistas. 9 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 |
|---|---|
| James Molloy | Alliance Global Partners |
| Matthew Cross | Alliance Global Partners |
| George Zavoico | B. Riley Securities, Inc. |