Collegium Pharmaceutical, Inc.

NasdaqGS:COLL Stock Report

Market Cap: US$1.2b

Collegium Pharmaceutical Future Growth

Future criteria checks 0/6

Collegium Pharmaceutical is forecast to grow revenue at 4.3% per annum. EPS is expected to grow by 28.9% per annum.

Key information

n/a

Earnings growth rate

28.89%

EPS growth rate

Pharmaceuticals earnings growth14.2%
Revenue growth rate4.3%
Future return on equityn/a
Analyst coverage

Low

Last updated07 May 2026

Recent future growth updates

Recent updates

Narrative Update • Apr 25

COLL: Affordable Medicines Theme Will Support 2026 Earnings Conviction And Upside Potential

Analysts have raised their price target on Collegium Pharmaceutical by $3, citing updated assumptions about revenue growth, profit margin expectations, and a slightly revised P/E multiple as the main factors behind the change. Analyst Commentary Bullish Takeaways Bullish analysts view the $3 price target increase as support for their view that updated revenue assumptions still justify a premium to prior expectations.
Narrative Update • Apr 11

COLL: Affordable Medicines Theme Will Support 2026 Earnings Strength And Risk Reward Upside

Analysts have raised their price target on Collegium Pharmaceutical by $3 to reflect updated assumptions around valuation inputs, while keeping fair value, discount rate, revenue growth, profit margin, and future P/E estimates essentially unchanged. Analyst Commentary Bullish Takeaways Bullish analysts view the $3 price target increase as confirmation that their core valuation framework on fair value, discount rate, and P/E assumptions still holds, which can signal confidence in the company’s ability to execute on its current plan.
Narrative Update • Mar 25

COLL: Affordable Medicines Theme Will Support 2026 Margin Resilience And Earnings Strength

Analysts have slightly increased their consolidated price target for Collegium Pharmaceutical by about $0.33 per share, citing updated assumptions for modest revenue growth, higher profit margins, and a lower future P/E multiple that reflect recent Street research from Truist and Barclays. Analyst Commentary Recent research updates on Collegium Pharmaceutical show a mix of optimism and caution as analysts refresh their models around the company’s 2026 outlook, valuation framework, and earnings power.
Seeking Alpha • Mar 20

Collegium Pharmaceutical: Another M&A Episode Adds To An Intriguing Case

Summary Collegium Pharmaceutical announced a $650M cash acquisition of AZSTARYS, aiming to boost ADHD portfolio synergies and pro forma sales. COLL expects the deal to add $50M in 2026H2 revenue and targets $50M annual run-rate synergies, financed with cash and a $300M term loan. Despite strong adjusted margins and earnings, Collegium trades at low multiples due to patent expiry concerns and rapid drug portfolio runoff. With net leverage rising above $1B post-deal and some ambiguity on new asset contributions, conviction remains challenged but the valuation appears undemanding. Read the full article on Seeking Alpha
Narrative Update • Mar 10

COLL: Affordable Medicines Theme Will Support 2026 Margin Expansion And Higher Earnings Power

Narrative Update on Collegium Pharmaceutical The analyst price target for Collegium Pharmaceutical has edged up by about $0.17, supported by recent Street research that combines slightly softer revenue growth assumptions with higher expected profit margins and a modestly lower future P/E multiple. Analyst Commentary Recent Street research on Collegium Pharmaceutical reflects a mix of optimism and caution around the updated price targets and longer term outlook, with views centering on how well the company can execute against its 2026 framework and how that is captured in current valuation multiples.
Narrative Update • Feb 24

COLL: Affordable Medicines Theme Will Support 2026 Earnings Visibility And Upside P/E Rerating

Analysts raised their fair value estimate for Collegium Pharmaceutical by about $0.50 per share to $53.67, reflecting recent shifts in Street price targets and updated views on long term revenue trends, margins, and the appropriate future P/E multiple. Analyst Commentary Recent Street research on Collegium Pharmaceutical shows a mix of optimism and caution around the updated price targets and earnings outlook into 2026.
Narrative Update • Feb 10

COLL: Affordable Medicines Focus Will Support Constructive 2026 Outlook Upside

Narrative Update on Collegium Pharmaceutical Analysts have kept their fair value estimate for Collegium Pharmaceutical steady at about $53.17 per share, with modest model tweaks around discount rate and future P/E, reflecting recent price target adjustments to $55 and $56 tied to updated 2026 outlooks and an ongoing focus on affordable medicines. Analyst Commentary Recent research updates point to a fairly constructive stance on Collegium Pharmaceutical, with price targets clustered in the mid US$50s and models now aligned with the initial 2026 outlook and an emphasis on affordable medicines.
Narrative Update • Jan 25

COLL: 2026 Outlook And Affordable Medicines Theme Will Support Upside Potential

Analysts have trimmed their average price target for Collegium Pharmaceutical to about $55, with adjustments clustered around US$55 to US$56 as they update models for the company's initial 2026 outlook and lean into the affordable medicines theme. Analyst Commentary Bullish Takeaways Bullish analysts see the updated fiscal 2026 outlook as solid enough to support price targets around US$55 to US$56, which they view as aligned with their current models.
Narrative Update • Jan 11

COLL: 2026 Earnings Outlook And Affordable Medicines Theme Will Drive Returns

Analysts have raised their fair value estimate for Collegium Pharmaceutical to about $53.17 from $48.67, citing updated price targets around $55 to $56 and revised views on 2026 earnings potential and profitability. Analyst Commentary Recent research on Collegium Pharmaceutical is centered on updated price targets and how the initial 2026 outlook feeds into views on earnings power and profitability.
Narrative Update • Dec 23

COLL: Higher 2025 Revenue Guidance And Stable Outlook Will Shape Future Returns

Analysts have modestly raised their price target on Collegium Pharmaceutical from approximately $47 to $48.67 per share. This reflects slightly improved fair value estimates supported by stable discount rate assumptions, largely unchanged long term revenue and margin expectations, and a somewhat higher anticipated future earnings multiple.
Narrative Update • Dec 08

COLL: Steady Outlook And Higher 2025 Revenue Guidance Will Shape Future Returns

Analysts have reiterated their price target for Collegium Pharmaceutical at approximately 46.80 dollars, citing largely unchanged assumptions for the discount rate, revenue trajectory, profit margins, and future valuation multiples that support a stable fair value outlook. What's in the News Collegium Pharmaceutical raised its full year 2025 net product revenue guidance to a range of 775 million to 785 million dollars, up from the prior 745 million to 760 million dollar outlook (company guidance).
Narrative Update • Nov 24

COLL: Increased Revenue Guidance And Margin Shifts Will Shape Measured Future Returns

Collegium Pharmaceutical’s analyst price target remains unchanged at $46.80, as analysts point to a balanced outlook where revisions to profit margin and future P/E estimates offset each other. What's in the News Collegium Pharmaceutical raised its 2025 net product revenue guidance and now expects a range of $775 to $785 million, up from the previous range of $745 million to $760 million (Key Developments).
Analysis Article • Nov 08

Collegium Pharmaceutical, Inc.'s (NASDAQ:COLL) 28% Jump Shows Its Popularity With Investors

Collegium Pharmaceutical, Inc. ( NASDAQ:COLL ) shares have had a really impressive month, gaining 28% after a shaky...
Narrative Update • Nov 08

COLL: Higher Margins And Full-Year Guidance Will Support Balanced Future Returns

Analysts have raised their price target for Collegium Pharmaceutical from $44.60 to $46.80. This reflects improved expectations for profit margins even though projected revenue growth is lower.
Analysis Article • Oct 19

We Think Collegium Pharmaceutical (NASDAQ:COLL) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article • Jul 31

Collegium Pharmaceutical, Inc.'s (NASDAQ:COLL) P/E Still Appears To Be Reasonable

With a price-to-earnings (or "P/E") ratio of 22.5x Collegium Pharmaceutical, Inc. ( NASDAQ:COLL ) may be sending...
Analysis Article • May 16

There May Be Reason For Hope In Collegium Pharmaceutical's (NASDAQ:COLL) Disappointing Earnings

The market was pleased with the recent earnings report from Collegium Pharmaceutical, Inc. ( NASDAQ:COLL ), despite the...
Analysis Article • Apr 07

Here's Why Collegium Pharmaceutical (NASDAQ:COLL) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha • Mar 03

Collegium Pharmaceutical: Checking The Boxes

Summary Collegium Pharmaceutical, Inc. reported strong Q4 results last week where the company easily beat on the bottom line and grew revenues north of 20%. The stock is quite cheap on both a P/E basis and a price-to-sales valuation. While the company competes in crowded markets, management is predicting solid growth in revenue and adjusted EBITDA in FY2025. An updated analysis of Collegium Pharmaceutical follows in the paragraphs below. Read the full article on Seeking Alpha
Analysis Article • Dec 24

Improved Revenues Required Before Collegium Pharmaceutical, Inc. (NASDAQ:COLL) Shares Find Their Feet

Collegium Pharmaceutical, Inc.'s ( NASDAQ:COLL ) price-to-sales (or "P/S") ratio of 1.6x might make it look like a buy...
Seeking Alpha • Nov 26

Collegium Pharmaceutical: Strong Growth With Pain Management And ADHD Expansion

Summary Collegium Pharmaceutical’s pain management portfolio, including Xtampza ER and Belbuca, drives 92.8% of revenues, demonstrating its market leadership in abuse-deterrent therapies. The acquisition of Jornay PM expands COLL’s portfolio into neurology, tapping into the rapidly growing ADHD market, which is projected to reach $30.6 billion by 2032. Collegium reported strong Q3 2024 results, with 17% YoY revenue growth and EBIT margins improving to 35.2%, showcasing operational efficiency. Still, COLL faces risks, including high financial debt, integration challenges for Jornay PM, and potential revenue concentration in pain management products. Despite this, I believe COLL’s compelling valuation metrics and growth projections indicate upside potential, justifying my "Strong Buy" rating. Read the full article on Seeking Alpha
Analysis Article • Nov 14

Shareholders Can Be Confident That Collegium Pharmaceutical's (NASDAQ:COLL) Earnings Are High Quality

Collegium Pharmaceutical, Inc.'s ( NASDAQ:COLL ) earnings announcement last week was disappointing for investors...
Analysis Article • Oct 28

Is Collegium Pharmaceutical (NASDAQ:COLL) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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New Narrative • Sep 15

Ironshore Acquisition And Calculated Moves Set To Propel Growth In ADHD Market

Collegium Pharmaceutical's acquisition of Ironshore Therapeutics positions them in the ADHD market, aiming for revenue growth through diversified offerings and operational efficiencies.
Seeking Alpha • Aug 09

Collegium Pharmaceutical: Diversifying And Growing

Summary After its initial success with Xtampza, Collegium has grown and diversified its product line-up. Collegium Pharmaceutical acquired BioDelivery Sciences in 2022, adding BELBUCA to its product portfolio, complicating finances but offering growth potential. The recent acquisition of Ironshore Therapeutics adds another product to Collegium's business, with strong prescription numbers and revenue growth potential. Despite complicated earnings and debt load, Collegium's revenues and adjusted earnings have been steadily increasing, with a solid outlook for 2024. Read the full article on Seeking Alpha
Analysis Article • Jul 24

Collegium Pharmaceutical, Inc.'s (NASDAQ:COLL) Price Is Right But Growth Is Lacking

Collegium Pharmaceutical, Inc.'s ( NASDAQ:COLL ) price-to-sales (or "P/S") ratio of 1.9x might make it look like a buy...
Analysis Article • Jun 05

Collegium Pharmaceutical (NASDAQ:COLL) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha • May 13

Collegium Pharmaceutical: Some Positives From Its Quarterly 'Miss'

Summary Collegium Pharmaceutical, Inc. stock fell 16% on Friday after Q1 results missed expectations and a CEO replacement was announced. Despite the negative reaction, there were some positive aspects in the results and guidance. An updated analysis around Collegium Pharmaceuticals is provided in the paragraphs below. Read the full article on Seeking Alpha

Earnings and Revenue Growth Forecasts

NasdaqGS:COLL - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/2028871N/A3672594
12/31/2027856N/A3523225
12/31/2026857N/A3093065
3/31/202679675330331N/A
12/31/202578163328329N/A
9/30/202575758289291N/A
6/30/202570736202203N/A
3/31/202566444197198N/A
12/31/202463169203205N/A
9/30/202459989192194N/A
6/30/2024577100276277N/A
3/31/202456793308309N/A
12/31/202356748274275N/A
9/30/20235479266268N/A
6/30/2023537-11235236N/A
3/31/2023525-29176177N/A
12/31/2022464-25123124N/A
9/30/2022362-439394N/A
6/30/2022314-356769N/A
3/31/2022273435658N/A
12/31/202127772102104N/A
9/30/20213261048790N/A
6/30/2021326107102107N/A
3/31/202132142115121N/A
12/31/202031027-28094N/A
9/30/202030818-28687N/A
6/30/20203020-31359N/A
3/31/2020299-13-34130N/A
12/31/2019297-23N/A28N/A
9/30/2019296-11N/A54N/A
6/30/2019293-22N/A90N/A
3/31/2019291-30N/A131N/A
12/31/2018280-39N/A169N/A
9/30/2018218-66N/A114N/A
6/30/2018160-62N/A59N/A
3/31/201890-70N/A-14N/A
12/31/201728-75N/A-67N/A
9/30/201719-85N/A-77N/A
6/30/20177-98N/A-84N/A
3/31/20174-102N/A-87N/A
12/31/20162-94N/A-75N/A
9/30/20160-76N/A-61N/A
6/30/2016N/A-59N/A-48N/A
3/31/2016N/A-40N/A-31N/A
12/31/2015N/A-20N/A-22N/A
9/30/2015N/A-15N/A-20N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: Insufficient data to determine if COLL's forecast earnings growth is above the savings rate (3.5%).

Earnings vs Market: Insufficient data to determine if COLL's earnings are forecast to grow faster than the US market

High Growth Earnings: Insufficient data to determine if COLL's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: COLL's revenue (4.3% per year) is forecast to grow slower than the US market (11.4% per year).

High Growth Revenue: COLL's revenue (4.3% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: Insufficient data to determine if COLL's Return on Equity is forecast to be high in 3 years time

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 06:21
End of Day Share Price 2026/05/07 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Collegium Pharmaceutical, Inc. is covered by 13 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jenna DavidnerBarclays
Kenneth TrbovichBrean Capital Historical (Janney Montgomery)
Dana FlandersGuggenheim Securities, LLC