ARS Pharmaceuticals (SPRY) Aperçu de l'action
ARS Pharmaceuticals, Inc. est une société biopharmaceutique qui développe et commercialise des traitements pour les réactions allergiques graves aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 5/6 |
| Performances passées | 0/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
Aucun risque n'a été détecté pour SPRY à partir de nos contrôles de risques.
SPRY Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$27.73
FV
69.2% sous-évalué décote intrinsèque150
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ARS Pharmaceuticals, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$8.54 |
| Plus haut sur 52 semaines | US$18.90 |
| Plus bas sur 52 semaines | US$6.66 |
| Bêta | 0.83 |
| Variation sur 1 mois | 0.47% |
| Variation sur 3 mois | 5.82% |
| Variation sur 1 an | -53.08% |
| Variation sur 3 ans | 27.46% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | 40.92% |
Nouvelles et mises à jour récentes
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
Mise à jour du récit • 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.
Nouveau récit • 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.
Mise à jour du récit • 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 AlphaMise à jour du récit • 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.Nouveau récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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.Article d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Rendement pour les actionnaires
| SPRY | US Biotechs | US Marché | |
|---|---|---|---|
| 7D | -11.5% | 7.5% | -2.6% |
| 1Y | -53.1% | 40.6% | 20.0% |
Rendement vs Industrie: SPRY a sous-performé le secteur US Biotechs qui a rapporté 40.6 % au cours de l'année écoulée.
Rendement vs marché: SPRY a sous-performé le marché US qui a rapporté 20 % au cours de l'année écoulée.
Volatilité des prix
| SPRY volatility | |
|---|---|
| SPRY Average Weekly Movement | 10.8% |
| Biotechs Industry Average Movement | 10.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: SPRY n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de SPRY ( 11% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2015 | 157 | Rich Lowenthal | ars-pharma.com |
ARS Pharmaceuticals, Inc. est une société biopharmaceutique qui développe et commercialise des traitements pour les réactions allergiques graves aux États-Unis et dans le monde entier. La société est impliquée dans le développement de neffy, une administration intranasale sans aiguille d'épinéphrine pour le traitement d'urgence des réactions allergiques de type I, y compris l'anaphylaxie. ARS Pharmaceuticals, Inc. a été fondée en 2015 et son siège social se trouve à San Diego, en Californie.
ARS Pharmaceuticals, Inc. Résumé des fondamentaux
| SPRY statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$796.41m |
| Bénéfices(TTM) | -US$197.98m |
| Recettes(TTM) | US$98.99m |
8.6x
Ratio P/S-4.3x
Ratio P/ELe site SPRY est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| SPRY compte de résultat (TTM) | |
|---|---|
| Recettes | US$98.99m |
| Coût des recettes | US$40.18m |
| Marge brute | US$58.81m |
| Autres dépenses | US$256.78m |
| Les revenus | -US$197.98m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -1.99 |
| Marge brute | 59.41% |
| Marge bénéficiaire nette | -200.00% |
| Ratio dettes/capitaux propres | 279.2% |
Quelles ont été les performances à long terme de SPRY?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/26 01:59 |
| Cours de l'action en fin de journée | 2026/06/26 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
ARS Pharmaceuticals, Inc. est couverte par 10 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Joshua Schimmer | Cantor Fitzgerald & Co. |
| Roanna Clarissa Ruiz | Leerink Partners LLC |
| Carl Byrnes | Northland Capital Markets |