How Xeris Biopharma’s Shift Toward Profitability and Pipeline Maturity Will Impact Xeris (XERS) Investors

• In December 2025, commentary highlighted Xeris Biopharma’s shift from a survival-stage biotech to an emerging profitable specialty-pharma platform, supported by three marketed products, a maturing pipeline, and expectations for revenue to surpass US$360 million by 2026 and potentially reach US$900 million by 2028 with improving EBITDA margins.
• This evolution, occurring alongside continued insider share sales such as Director Barbara-jean Bormann-kennedy’s 15,000-share disposal on 12 December 2025, has sharpened investor focus on whether Xeris’s proprietary formulation platforms and targeted rare-disease portfolio can sustain profitability and support a re-rating as operational execution improves.
• We’ll now explore how Xeris’s progress toward profitability, underpinned by its marketed products and pipeline advances, reshapes its investment narrative.

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Xeris Biopharma Holdings Investment Narrative Recap

To own Xeris Biopharma today, you need to believe it can convert its three-product base and XP-8121 pipeline into durable, profitable growth while managing a still-fragile balance sheet. The recent insider selling, including Director Barbara-jean Bormann-kennedy’s 15,000-share disposal, does not appear to materially alter the near term focus on XP-8121 progress as the key catalyst or the ongoing concentration risk in Recorlev, Gvoke and Keveyis as the biggest business risk.

The December 2025 commentary underscoring Xeris’s shift toward a profitable specialty-pharma model, with expectations for revenue to surpass US$360 million by 2026 and potentially reach US$900 million by 2028, is highly relevant here. It sets the context for how investors weigh the XP-8121 opportunity and broader pipeline against the risk that rising R&D and SG&A could outpace revenue if those assets fail to deliver as hoped.

Yet even as profitability comes into view, investors should be aware that Xeris’s reliance on a narrow trio of commercial products still leaves the story vulnerable to ...

Read the full narrative on Xeris Biopharma Holdings (it's free!)

Xeris Biopharma Holdings' narrative projects $440.9 million revenue and $84.8 million earnings by 2028.

Uncover how Xeris Biopharma Holdings' forecasts yield a $11.50 fair value, a 64% upside to its current price.

Exploring Other Perspectives

Four fair value estimates from the Simply Wall St Community span roughly US$4.70 to US$35.24 per share, highlighting how far apart individual views can be. Against this wide dispersion, Xeris’s reliance on just three marketed drugs remains a central issue for anyone weighing how its performance might evolve, so it is worth exploring several of these perspectives in more detail.

Explore 4 other fair value estimates on Xeris Biopharma Holdings - why the stock might be worth over 5x more than the current price!

Build Your Own Xeris Biopharma Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Xeris Biopharma Holdings research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Xeris Biopharma Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Xeris Biopharma Holdings' overall financial health at a glance.

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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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