ADMA Biologics, Inc.

NasdaqGM:ADMA 株式レポート

時価総額：US$2.0b

ADMA Biologics 将来の成長

Future 基準チェック /46

ADMA Biologicsは、21.6%と15.6%でそれぞれ年率21.6%で利益と収益が成長すると予測される一方、EPSはgrowで21.6%年率。

主要情報

21.6%

収益成長率

21.57%

EPS成長率

Biotechs 収益成長25.4%
収益成長率15.6%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日07 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 08

ADMA: Long Term Revenue Outlook And Buybacks Will Support Future Upside

Analysts have trimmed their price targets on ADMA Biologics by roughly one third to about $18.33, citing updated assumptions around growth, profitability, and future P/E multiples following recent initiation, target cuts, and a downgrade. Analyst Commentary Recent Street research around ADMA Biologics reflects both optimism about the company’s setup and fresh caution around execution and valuation, which is feeding directly into the trimmed price targets.
ナラティブの更新 • Apr 20

ADMA: Long Term Guidance And Buybacks Will Counter Post Short Report Caution

Analysts have trimmed their view on ADMA Biologics, cutting the consensus price target by $6 to reflect increased caution following recent downgrades and questions raised after a short report, even as long term profitability assumptions and P/E expectations remain broadly steady. Analyst Commentary Recent research updates point to a more cautious tone around ADMA Biologics, with bearish analysts trimming price targets and shifting ratings to reflect higher perceived risk following the short report and subsequent uncertainty.
ナラティブの更新 • Apr 05

ADMA: Long Term Guidance And Buybacks Will Support Post Short Report Upside

Analysts have nudged their price target for ADMA Biologics to $17.00, reflecting updated assumptions on revenue growth, profit margins, discount rate and future P/E following recent downgrades and reduced clarity cited in Street research. Analyst Commentary Recent Street research has taken a more cautious stance on ADMA Biologics, with bearish analysts reassessing their views after a short report introduced fresh uncertainty around the story.
Seeking Alpha • Mar 29

ADMA Biologics: Differentiated Plasma Approach With Asymmetric Upside Potential (Rating Upgrade)

Summary ADMA Biologics markets three FDA-approved immune globulin products, with ASCENIV serving as its main growth driver. My bull thesis centers on ADMA’s differentiated high-titer plasma sourcing and potential for gaining further market share in a large IG market. ADMA’s valuation also appears substantially cheaper relative to its peers, despite having positive cash flows and promising revenue growth. Thus, ADMA continues to project improving adjusted EBITDA margins. So, I remain optimistic, despite the recent negative stock price performance. Read the full article on Seeking Alpha
ナラティブの更新 • Mar 22

ADMA: Long Term Revenue Guidance And Buybacks Will Support Bullish Outlook

Analysts are maintaining their $17.00 price target on ADMA Biologics, as only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions do not materially change their view of the stock's valuation. What's in the News ADMA completed a share repurchase program announced on May 7, 2025, buying back a total of 1,919,070 shares, or 0.8% of shares, for US$31.92 million, including 590,422 shares, or 0.25% of shares, for US$8.91 million between October 1, 2025 and December 31, 2025 (Key Developments).
ナラティブの更新 • Mar 08

ADMA: Multiyear Revenue Guidance And Share Buybacks Will Support Future Upside

Analysts have modestly revised their price target on ADMA Biologics to $30.00, reflecting updated assumptions around slightly lower revenue growth, a higher profit margin, and a somewhat lower future P/E multiple. The fair value estimate remains at $30.00.
ナラティブの更新 • Feb 21

ADMA: Long-Term Revenue Outlook And Margins Will Support Current Fair Value

Analysts have modestly fine tuned their price target on ADMA Biologics to $17.00, citing slightly higher modeled revenue growth and profit margins, along with a marginally lower future P/E assumption, as key drivers of their updated view. What's in the News ADMA Biologics issued earnings guidance for 2027, expecting total revenue of approximately $775m.
ナラティブの更新 • Feb 07

ADMA: Long Term Revenue Guidance Will Support Future Upside Potential

Analysts have maintained their fair value target for ADMA Biologics at $30.00. They have made small adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E to fine-tune their underlying assumptions rather than alter the headline valuation.
ナラティブの更新 • Jan 24

ADMA: Raised Revenue Guidance And Margin Gains Will Offset Higher Discount Rate

Analysts have raised their price target on ADMA Biologics to US$17.00, reflecting updated views on slightly higher projected revenue growth, a stronger profit margin profile, a modest adjustment to the discount rate, and a lower assumed future P/E multiple. What's in the News Raised preliminary unaudited earnings guidance for fiscal 2025, with total revenue now expected between approximately US$510 million and US$511 million (Corporate Guidance: Raised).
ナラティブの更新 • Jan 10

ADMA: Raised Long Term Revenue Guidance And Buybacks Will Support Upside

Analysts have trimmed their price target on ADMA Biologics from US$35.00 to US$30.00, pointing to updated assumptions around a modestly higher discount rate, slightly lower revenue growth expectations, a higher projected profit margin, and a lower future P/E multiple. What's in the News ADMA Biologics completed a share repurchase program announced on May 7, 2025, buying back a total of 1,328,648 shares, or 0.56% of shares, for US$23.01 million, including 512,411 shares, or 0.21%, for US$8.03 million from July 1 to September 30, 2025 (Key Developments).
ナラティブの更新 • Dec 25

ADMA: Higher Discount Rate Will Outweigh Stronger Revenue Outlook

Analysts have trimmed their price target on ADMA Biologics from 19.24 dollars to 17.00 dollars, citing the need for a slightly higher discount rate and modestly lower long term margin assumptions, despite a somewhat stronger revenue growth outlook and more conservative future valuation multiples. What's in the News Raised revenue guidance for fiscal 2025 to at least $510 million, up from more than $500 million previously (Company guidance) Increased fiscal 2026 revenue outlook to at least $630 million, compared with prior guidance of $625 million or more (Company guidance) Introduced long term guidance targeting total annual revenue of $1.1 billion or more by 2029, with expectations for earnings growth above current margin levels (Company guidance) Completed a share repurchase of 1,328,648 shares, or 0.56 percent of outstanding shares, for $23.01 million under the buyback program announced on May 7, 2025, including 512,411 shares repurchased in the most recent tranche (Buyback update) Valuation Changes Fair Value Estimate trimmed from $19.24 to $17.00, a modest downward revision of roughly 12 percent.
ナラティブの更新 • Dec 11

ADMA: Share Repurchases And Long Term Revenue Outlook Will Drive Future Upside

Narrative Update on ADMA Biologics Analysts have maintained their price target for ADMA Biologics at 27.25 dollars, reflecting largely unchanged assumptions around discount rate, revenue growth, profit margins, and future valuation multiples. This signals continued confidence in the company’s long term earnings trajectory and risk profile.
分析記事 • Dec 02

ADMA Biologics, Inc. (NASDAQ:ADMA) Looks Just Right With A 25% Price Jump

ADMA Biologics, Inc. ( NASDAQ:ADMA ) shares have had a really impressive month, gaining 25% after a shaky period...
ナラティブの更新 • Nov 27

ADMA: Share Repurchases And Rising Earnings Guidance Will Support Future Upside

Analysts have maintained their price target for ADMA Biologics at $27.25 per share, citing stable financial projections and consistent optimism regarding the company's growth prospects. What's in the News From July 1, 2025 to September 30, 2025, ADMA Biologics repurchased 512,411 shares, completing a total buyback of 1,328,648 shares for $23.01 million as announced in May 2025 (Key Developments).
ナラティブの更新 • Nov 12

ADMA: Buyback Activity And Margin Expansion Will Drive Robust Results

Analysts have increased their price target for ADMA Biologics to $27.25. They cite expectations for stronger revenue growth and higher profit margins, balanced against a slightly higher discount rate and declining future price-to-earnings multiples.
ナラティブの更新 • Oct 29

Share Repurchase And Higher Margins Will Drive Future Upside Potential

Analysts have slightly lowered their price target for ADMA Biologics from $27.81 to $27.25. They cited modest adjustments in financial assumptions, including revenue growth and profit margins.
ナラティブの更新 • Oct 14

Optimized Yield Process And Expanding Capacity Will Build Lasting Momentum

Analysts have lowered their price target for ADMA Biologics from $29.06 to $27.81, primarily because of slight adjustments in fair value and future price-to-earnings estimates. Revenue growth and profit margin projections remain largely unchanged.
Seeking Alpha • Mar 21

ADMA Biologics: Premium Valuation Justified By Strong Fundamentals And Future Potential

Summary ADMA Biologics shows robust revenue growth, driven by its innovative IVIG product, ASCENIV, which targets primary humoral immunodeficiency and includes RSV antibodies. Q4 earnings reveal a 59% year-over-year revenue increase, with strong gross profit margins and minimal R&D expenses, highlighting ADMA's efficient operations. Financial health is solid with $103.147 million in cash and manageable liabilities, supporting long-term growth and investment potential. Despite some overvaluation, ADMA's differentiated products, vertical integration, and strong patent portfolio justify a "buy" rating, with future R&D progress being critical. Read the full article on Seeking Alpha
分析記事 • Feb 26

Revenues Not Telling The Story For ADMA Biologics, Inc. (NASDAQ:ADMA)

With a median price-to-sales (or "P/S") ratio of close to 10.4x in the Biotechs industry in the United States, you...
Seeking Alpha • Feb 06

ADMA Biologics: Recent Pullback Is A Perfect Opportunity To Add

Summary ADMA Biologics specializes in primary immune deficiencies with Asceniv, a high-margin, unique product that outperforms competitors and has significant growth potential in the U.S. market. Asceniv's high-titer plasma offers superior protection with minimal side effects, positioning it as a leading second-line treatment for severe PI patients. ADMA's strategic plasma collection expansion and patented methods ensure a reliable supply, supporting future growth and high-margin revenue projections exceeding $1 billion by 2030. With minimal risks and a strong competitive advantage, ADMA Biologics presents a compelling long-term investment opportunity, especially following the recent stock pullback. Read the full article on Seeking Alpha
分析記事 • Dec 31

Does ADMA Biologics (NASDAQ:ADMA) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Seeking Alpha • Dec 02

ADMA Biologics: Capitalizing On A $20 Billion IG Market With ASCENIV

Summary ADMA Biologics is a rapidly growing player in plasma-derived therapies, with a 78% YoY revenue increase and a 1,300% YoY net income boost. The company’s key product, ASCENIV, is expected to drive significant revenue growth and improve margins, supported by a completed pediatric trial and upcoming sBLA submission. Past legal controversies about an auditor's resignation caused temporary investor concerns, but now appear resolved with KPMG’s appointment as ADMA’s new accounting firm. Thus, I think legal risks have subsided. Now, looking forward, SG-001 could also become a future growth driver if successfully researched and commercialized. Despite a premium valuation, I believe ADMA's growth potential in the $20 billion IG market by 2030 justifies a "Buy" rating for long-term investors. Read the full article on Seeking Alpha
分析記事 • Nov 26

Subdued Growth No Barrier To ADMA Biologics, Inc. (NASDAQ:ADMA) With Shares Advancing 36%

ADMA Biologics, Inc. ( NASDAQ:ADMA ) shareholders would be excited to see that the share price has had a great month...
新しいナラティブ • Nov 20

Valuation analysis

11-NOV-2024Actual company guidance: 2024: 415 MUSD revenue (S24) and net income 120 MUSD (E24), 2025: 465 MUSD (S25), 165 MUSD net income (E25)Market cap of 5.35 BUSD (P) at 22.62/share: P/S24 = 12.9,
分析記事 • Oct 09

ADMA Biologics, Inc.'s (NASDAQ:ADMA) 27% Price Boost Is Out Of Tune With Revenues

ADMA Biologics, Inc. ( NASDAQ:ADMA ) shares have continued their recent momentum with a 27% gain in the last month...
Seeking Alpha • Oct 02

ADMA Biologics: Riding High On ASCENIV's Success

Summary ADMA Biologics reported $107.2 million in Q2 2024 revenue, a 78% year-over-year increase, with ASCENIV being the primary growth driver. ASCENIV now contributes over 50% of ADMA's total revenue, with significant market potential in treating refractory immunodeficient patients. ASCENIV's unique formulation and potential market penetration could drive peak annual sales over $1 billion, though technological advancements and existing competition pose risks. Despite high valuation, ADMA Biologics' diversified revenue streams and solid financial health justify maintaining a "buy" rating with a dollar-cost averaging strategy. Read the full article on Seeking Alpha
分析記事 • Sep 06

ADMA Biologics, Inc.'s (NASDAQ:ADMA) Intrinsic Value Is Potentially 57% Above Its Share Price

Key Insights The projected fair value for ADMA Biologics is US$26.20 based on 2 Stage Free Cash Flow to Equity Current...
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新しいナラティブ • Sep 03

ASCENIV Drives Revenue Surge, Shaping A Bright Future For The Biotech Leader

ADMA Biologics showcases rapid revenue growth and operational efficiency, with ASCENIV's success significantly impacting future growth.
分析記事 • Aug 16

ADMA Biologics' (NASDAQ:ADMA) Strong Earnings Are Of Good Quality

ADMA Biologics, Inc. ( NASDAQ:ADMA ) recently posted some strong earnings, and the market responded positively. We have...
Seeking Alpha • Jul 27

ADMA Biologics: A Compelling GARP Stock For Biotech Investors

Summary ADMA Biologics focuses on developing and commercializing plasma-derived products, primarily targeting immune-compromised patients. Revenue streams come from FDA-approved products, immunotechnology, and CDMO services, with a promising US immunoglobulin market. The company’s IP portfolio includes three FDA-approved drugs: Asceniv, Bivigam, and Nabi-HB. ADMA's revenue growth is driven by the expanding US immunoglobulin market, projected to exceed $20 billion by 2030. Despite a high valuation premium, I deem ADMA a "buy" for GARP biotech investors due to its revenue growth projections. Read the full article on Seeking Alpha
分析記事 • Jul 24

ADMA Biologics, Inc. (NASDAQ:ADMA) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected

Despite an already strong run, ADMA Biologics, Inc. ( NASDAQ:ADMA ) shares have been powering on, with a gain of 25% in...
分析記事 • Jul 17

Is ADMA Biologics (NASDAQ:ADMA) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • May 30

Is ADMA Biologics, Inc. (NASDAQ:ADMA) Trading At A 43% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, ADMA Biologics fair value estimate is US$16.37 Current share...
分析記事 • May 13

ADMA Biologics, Inc. Just Beat EPS By 45%: Here's What Analysts Think Will Happen Next

A week ago, ADMA Biologics, Inc. ( NASDAQ:ADMA ) came out with a strong set of quarterly numbers that could potentially...
Seeking Alpha • May 12

Giving ADMA Biologics A Well-Deserved 'Booyah'

Summary ADMA Biologics reported stellar Q1 results after the bell on Thursday, May 9th, and the stock shot forward by 27% in trading on Friday. The company seems to be executing on all cylinders, and management ratcheted up forward guidance for both FY2024 and FY2025. Can the shares continue to rally after this 'Booyah' quarter? An updated analysis around ADMA Biologics follows in the paragraphs below. Read the full article on Seeking Alpha
分析記事 • May 08

ADMA Biologics, Inc.'s (NASDAQ:ADMA) Prospects Need A Boost To Lift Shares

You may think that with a price-to-sales (or "P/S") ratio of 6.2x ADMA Biologics, Inc. ( NASDAQ:ADMA ) is definitely a...
分析記事 • Apr 04

Is ADMA Biologics (NASDAQ:ADMA) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha • Apr 03

Rising Margins And Product Promise Drive ADMA Biologics Forward (Rating Upgrade)

Summary ADMA Biologics' stock has seen a significant rally, fueled by growth in plasma-derived biologics and improved financial health. Recent earnings highlight revenue growth, operational efficiencies, and a shift towards profitability, with notable progress in reducing operating expenses. Future growth is anticipated from Asceniv's market penetration and a promising pipeline, including a potential treatment for strep pneumonia. Despite a substantial stock price increase, ADMA's solid fundamentals and strategic market position justify an upgrade to a "Buy" recommendation. Investors are advised to approach ADMA with caution, considering its speculative nature, while also acknowledging its potential for high returns within a diversified portfolio. Read the full article on Seeking Alpha
Seeking Alpha • Jan 19

ADMA Biologics: On A Roll Entering 2024

Summary ADMA Biologics enters 2024 on quite a roll and the stock should continue to do well going forward. The company has recently completed the build of its plasma collection network, turned the corner on profitability, and redid its credit facility in a positive way. Why momentum for ADMA Biologics should continue in 2024 is highlighted below. Read the full article on Seeking Alpha
分析記事 • Jan 09

Is There An Opportunity With ADMA Biologics, Inc.'s (NASDAQ:ADMA) 50% Undervaluation?

Key Insights The projected fair value for ADMA Biologics is US$9.56 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 • Jan 09

ADMA Biologics, Inc. (NASDAQ:ADMA) Surges 30% Yet Its Low P/S Is No Reason For Excitement

Despite an already strong run, ADMA Biologics, Inc. ( NASDAQ:ADMA ) shares have been powering on, with a gain of 30% in...
分析記事 • Oct 25

We Think ADMA Biologics (NASDAQ:ADMA) Has A Fair Chunk Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...

業績と収益の成長予測

NasdaqGM:ADMA - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20288233322292963
12/31/20277262661812444
12/31/20265702011372183
3/31/2026510165108128N/A
12/31/20255101472850N/A
9/30/20254892094165N/A
6/30/20254742096677N/A
3/31/202545920790101N/A
12/31/2024426198110119N/A
9/30/2024383687986N/A
6/30/2024330356673N/A
3/31/2024283-41621N/A
12/31/2023258-2849N/A
9/30/2023234-23-23-16N/A
6/30/2023208-40-51-41N/A
3/31/2023182-48-61-48N/A
12/31/2022154-66-73-60N/A
9/30/2022130-70-99-86N/A
6/30/2022110-73-99-86N/A
3/31/202294-78-119-105N/A
12/31/202181-72-126-112N/A
9/30/202169-74-125-111N/A
6/30/202158-74-135-122N/A
3/31/202148-75-124-111N/A
12/31/202042-76-115-102N/A
9/30/202040-67-100-89N/A
6/30/202037-61-99-89N/A
3/31/202036-54-92-87N/A
12/31/201929-48N/A-76N/A
9/30/201921-56N/A-75N/A
6/30/201918-59N/A-64N/A
3/31/201916-61N/A-61N/A
12/31/201817-66N/A-63N/A
9/30/201818-61N/A-57N/A
6/30/201818-61N/A-54N/A
3/31/201817-55N/A-48N/A
12/31/201716-44N/A-37N/A
9/30/201714-35N/A-28N/A
6/30/201712-24N/A-22N/A
3/31/201711-21N/A-18N/A
12/31/201611-20N/A-18N/A
9/30/201610-20N/A-19N/A
6/30/20169-20N/A-17N/A
3/31/20168-19N/A-16N/A
12/31/20157-18N/A-15N/A
9/30/20156-17N/A-14N/A
6/30/20156-15N/A-14N/A

アナリストによる今後の成長予測

収入対貯蓄率: ADMAの予測収益成長率 (年間21.6% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ADMAの収益 ( 21.6% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。

高成長収益: ADMAの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: ADMAの収益 ( 15.6% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: ADMAの収益 ( 15.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ADMAの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 08:17
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

ADMA Biologics, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11

アナリスト機関
Gary NachmanCanaccord Genuity
Kristen KluskaCantor Fitzgerald & Co.
Prem ChulakiCrispIdea