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Emergent BioSolutions Inc. Stock Price

NYSE:EBS Community·US$346.1m Market Cap
  • 1 Narratives written by author
  • 1 Comments on narratives written by author
  • 32 Fair Values set on narratives written by author
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EBS Share Price Performance

US$7.02
-0.92 (-11.59%)
​
US$12.00
Fair Value
US$7.02
-0.92 (-11.59%)
41.5% undervalued intrinsic discount
US$12.00
Fair Value
Price US$7.02
AnalystConsensusTarget US$12.00
Wed, 17 Jun 26
Fair ValueUS$12.00
Share Pricen/a

EBS Community Narratives

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AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$12 41.5% undervalued intrinsic discount

Global MCM Demand And Political Risks Will Shape Outlook

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EBS logo
Emergent BioSolutions
41.5% undervalued intrinsic discount

Global MCM Demand And Political Risks Will Shape Outlook

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AnalystConsensusTarget
AnalystConsensusTarget
Updated 17 Jun
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AnalystConsensusTarget
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EBS: New Contracts And Funding Will Support Future Earnings Reset

Fair Value: US$12 41.5% undervalued intrinsic discount
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Snowflake Analysis

Undervalued with reasonable growth potential.

1 Risk
3 Rewards
View Full Analysis

Emergent BioSolutions Inc. Key Details

US$770.2m

Revenue

US$381.7m

Cost of Revenue

US$388.5m

Gross Profit

US$565.3m

Other Expenses

-US$176.8m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-3.45
50.44%
-22.96%
170.4%
View Full Analysis

About EBS

Founded
1998
Employees
900
CEO
Joseph Papa
WebsiteView website
www.emergentbiosolutions.com

Emergent BioSolutions Inc., a life sciences company, provides preparedness and response solutions for accidental, deliberate, and naturally occurring public health threats in the United States, Canada, and internationally. It operates through Commercial Products, MCM Products, and All Other Revenues segments. The company offers ACAM2000, a smallpox and mpox vaccine; Anthrax Immune Globulin Intravenous (ANTHRASIL), a polyclonal antibody therapeutic for the treatment of inhalational anthrax; Botulism Antitoxin Heptavalent (BAT), an equine plasma antitoxin for the treatment of symptomatic botulism; BioThrax, an anthrax vaccine; CYFENDUS, a vaccine for post-exposure prophylaxis of disease following suspected or confirmed exposure to Bacillus anthracis; Ebanga, a monoclonal antibody for the treatment of infection caused by Orthoebolavirus zairense; Raxibacumab injection, a monoclonal antibody therapeutic for the treatment and prophylaxis of inhalational anthrax due to Bacillus anthracis; TEMBEXA, an oral antiviral for the treatment of smallpox disease caused by variola virus in adult and pediatric patients; and CNJ-016, a polyclonal antibody therapeutic to address complications from smallpox vaccination. It also provides NARCAN and KLOXXADO nasal sprays for the emergency treatment of known or suspected opioid overdose. In addition, the company offers contract development and manufacturing services comprising drug substance and product manufacturing, and packaging, as well as technology transfer, process, analytical development, and suite reservation services. Emergent BioSolutions Inc. was incorporated in 1998 and is headquartered in Gaithersburg, Maryland.

Recent EBS News & Updates

Seeking Alpha • Sep 15

Emergent: The MCM Engine Runs, But Naloxone Is Breaking Down

Summary Emergent BioSolutions remains a hold, with a cash-generative, government-backed MCM core offset by a structurally impaired naloxone franchise. EBS’s 2Q26 saw strong MCM-driven revenue and margin expansion, but headline results were masked by a $191M NARCAN impairment and commercial margin compression. Cost restructuring targets $40M in savings, aligning the company around volatile, contract-driven MCM revenues while managing naloxone’s competitive decline. Despite optically cheap valuation metrics, market discounts EBS for earnings volatility, lumpy biodefense revenues, and shrinking naloxone economics. Read the full article on Seeking Alpha

Recent updates

No updates

Emergent BioSolutions Inc. Competitors

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Market cap: US$1.0b
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SL Science Holding

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Market cap: US$1.0b
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Symbol: NasdaqGS:AMPH
Market cap: US$1.0b
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