News Flash: Analysts Just Made An Incredible Upgrade To Their Verve Therapeutics, Inc. (NASDAQ:VERV) Forecasts

Verve Therapeutics, Inc. (NASDAQ:VERV) shareholders will have a reason to smile today, with the analysts making substantial upgrades to this year's forecasts. The analysts greatly increased their revenue estimates, suggesting a stark improvement in business fundamentals. Investor sentiment seems to be improving too, with the share price up 6.4% to US$4.63 over the past 7 days. Whether the upgrade is enough to drive the stock price higher is yet to be seen, however.

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Following the latest upgrade, the ten analysts covering Verve Therapeutics provided consensus estimates of US$39m revenue in 2025, which would reflect a disturbing 34% decline on its sales over the past 12 months. Losses are expected to increase substantially, hitting US$2.40 per share. Yet prior to the latest estimates, the analysts had been forecasting revenues of US$24m and losses of US$2.67 per share in 2025. So there's been quite a change-up of views after the recent consensus updates, with the analysts making a sizeable increase to their revenue forecasts while also reducing the estimated loss as the business grows towards breakeven.

See our latest analysis for Verve Therapeutics

Despite these upgrades, the analysts have not made any major changes to their price target of US$24.33, implying that their latest estimates don't have a long term impact on what they think the stock is worth.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. These estimates imply that sales are expected to slow, with a forecast annualised revenue decline of 42% by the end of 2025. This indicates a significant reduction from annual growth of 109% over the last three years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 17% per year. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - Verve Therapeutics is expected to lag the wider industry.

The Bottom Line

The most important thing here is that analysts reduced their loss per share estimates for this year, reflecting increased optimism around Verve Therapeutics' prospects. Fortunately, they also upgraded their revenue estimates, and are forecasting revenues to grow slower than the wider market. The lack of change in the price target is puzzling, but with a serious upgrade to this year's earnings expectations, it might be time to take another look at Verve Therapeutics.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Verve Therapeutics going out to 2027, and you can see them free on our platform here..

Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are upgrading their estimates. So you may also wish to search this free list of stocks with high insider ownership.

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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.