ADMA Biologics (ADMA): Assessing Valuation After Q2 Earnings Miss and Upgraded Financial Outlook

ADMA Biologics (ADMA) just posted its second-quarter 2025 earnings, highlighting continued growth in operations and net sales. However, the results trailed expectations, prompting a valuation upgrade based on financial stability and solid fundamentals.

See our latest analysis for ADMA Biologics.

After a robust run over the past few years, ADMA Biologics’ latest one-year total shareholder return stands at -7.6%, showing some near-term pressure as investors digest mixed quarterly results and insider transactions. Still, the long-term story remains strong, with three-year and five-year total returns of 438% and 630%. This suggests that momentum could shift quickly if confidence returns.

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With shares still well below analyst targets and solid fundamentals supporting recent valuation upgrades, the key question now is whether ADMA Biologics remains undervalued or if all future growth is already reflected in the price.

Most Popular Narrative: 45.4% Undervalued

ADMA Biologics closed at $15.18, while the most-followed narrative points to a fair value of $27.81, heavily favoring the upside. This finding sets up a deeper look at what fuels such a high target.

Commercial-scale implementation of the FDA-approved yield enhancement process is producing a 20%+ increase in bulk immunoglobulin output, expected to drive sustained gross margin expansion and higher net income starting in early 2026 and beyond.

Read the complete narrative.

Want to know what is driving this bullish case? The key to the narrative is an aggressive ramp in core product output and significant margin projections. Curious to see the growth estimates that support this price target? Discover how those assumptions shape the fair value calculation.

Result: Fair Value of $27.81 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, heavy reliance on just two products and the potential for operational hiccups could quickly shift sentiment if growth expectations are disrupted.

Find out about the key risks to this ADMA Biologics narrative.

Build Your Own ADMA Biologics Narrative

If you want to dig into the details and see the numbers for yourself, you can piece together your own story and perspective in just a few minutes with our simple tools, and then Do it your way

A great starting point for your ADMA Biologics research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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