Humacyte Gelecekteki Büyüme
Future kriter kontrolleri 2/6
Humacyte kazanç ve gelirinin sırasıyla yıllık 57.7% ve 62% oranında artması tahmin edilirken, EPS'nin yıllık 61.9% oranında büyümesi bekleniyor.
Anahtar bilgiler
57.7%
Kazanç büyüme oranı
61.92%
EPS büyüme oranı
| Biotechs kazanç büyümesi | 27.2% |
| Gelir büyüme oranı | 62.0% |
| Gelecekteki özkaynak getirisi | n/a |
| Analist kapsamı | Low |
| Son güncelleme | 13 Aug 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Anlatı Güncellemesi • Jul 24
HUMA: V012 Phase 3 Data Will Drive Dialysis Access Opportunity
Humacyte's updated analyst price target of $4.00, along with shifts in fair value and key assumptions such as discount rate, revenue growth, profit margin, and future P/E, reflects analysts' response to recent positive V012 Phase 3 interim data, evolving indication expansion expectations, and refreshed long term revenue projections across dialysis and vascular applications. Analyst Commentary Recent research coverage on Humacyte highlights a mix of optimism around the V012 Phase 3 interim data, expectations for regulatory progress, and ongoing adjustments to revenue and indication assumptions.
Anlatı Güncellemesi • Jul 10
HUMA: V012 Phase 3 Dialysis Data Will Drive Future Repricing
Humacyte's updated analyst price targets, which now range from $1.25 to $4.00, reflect mixed revisions as analysts weigh positive interim V012 data and potential AV access indication expansion against updated assumptions for growth, profitability, and future P/E expectations. Analyst Commentary on Humacyte Recent street research on Humacyte reflects a wide range of expectations, with some analysts trimming price targets even as they acknowledge positive interim V012 data and potential indication expansion in dialysis access.
Anlatı Güncellemesi • Jun 26
HUMA: V012 Dialysis Data Will Shape Future Indication Expansion Prospects
Analysts have reset Humacyte’s fair value estimate from $7.86 to $2.05, citing updated assumptions on growth, margins, and long term P/E in light of recent price target revisions that reflect both encouraging V012 data and moderated expectations for the company’s acellular vessel portfolio. Analyst Commentary Recent Street research on Humacyte highlights mixed views, with some analysts leaning optimistic on the acellular vessel opportunity and others resetting expectations, which collectively helps explain the lower fair value estimate.Seeking Alpha • Feb 09
Humacyte: Positive News For Symvess At Last, But Long-Term Threats Persist
Summary Humacyte, Inc. remains rated Hold despite a DoD funding catalyst revealed today, as commercial traction for Symvess is not yet proven. Symvess is the only FDA-approved human-derived bioengineered blood vessel, but Q3 revenue was just $700k, and uptake remains limited. HUMA's funding runway is constrained, with recent capital raises offset by high R&D spending; further dilution or cost cuts may be needed. Key 2026 catalysts are dialysis data readouts and BLA submissions, not the recent DoD news, given ongoing risks and modest near-term sales. Read the full article on Seeking AlphaAnaliz Makalesi • Sep 19
Here's Why Humacyte (NASDAQ:HUMA) Can Afford Some Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analiz Makalesi • May 21
Is Humacyte (NASDAQ:HUMA) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Mar 24
Humacyte: Symvess' Approval And Launch Are Just The First Steps To Adoption (Downgrade)
Summary Humacyte's stock has dropped 29% since December, despite FDA approval of Symvess. Symvess faces slow adoption due to the need for long-term outcomes data. Humacyte's financial health is precarious, with high operating expenses and a cash runway extending only into late 2025, raising concerns about future dilution. Given these challenges, I downgrade HUMA to "Sell," as achieving a return on investment for Symvess seems unlikely without significant financial strain. Read the full article on Seeking AlphaSeeking Alpha • Jan 08
Humacyte: Expect A Slow Launch, But Vascular Trauma Indication Is Just A Beginning
Summary Humacyte, Inc. arrived on the Nasdaq in 2021 via a SPAC deal and reappeared on my radar after the Symvess approval in vascular trauma repair. Platform enabling off-the-shelf bioengineered tissues could transform the field of regenerative medicine. There's a large addressable market across 3 lead indications alone (trauma, dialysis & PAD) + significant optionality for more complex projects (i.e., biovascular pancreas in diabetes). Key concerns include slow launch out of the gate, continued cash burn & dilution, competition, and manufacturing capacity. My Action Plan: I remain on the sidelines for HUMA stock and will continue to monitor launch metrics as well as pipeline progress. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
Humacyte's Symvess Debut: A Milestone With Lingering Concerns (Rating Downgrade)
Summary Humacyte stock has dropped 46% since July, mainly due to FDA review delays and mixed Phase 3 trial results for their ATEVs in hemodialysis. Despite FDA approval of Symvess for vascular trauma, its market potential is limited, and adoption is expected to be slow and costly. Phase 3 trial data for ATEVs in hemodialysis patients showed higher thrombosis and infection rates, raising concerns about its safety and efficacy. Humacyte's financial situation remains precarious, with high operating expenses and potential ongoing dilution, leading to a downgrade on HUMA stock from "buy" to "hold". Read the full article on Seeking AlphaSeeking Alpha • Dec 14
Humacyte: FDA Waiting Game Bleeding Company Dry
Summary Humacyte's innovative ATEV technology shows promise but faces delays in FDA approval, initially expected in Aug, causing financial strain and uncertainty about its market potential. Despite strong clinical data, the FDA's postponement of the ATEV approval has left Humacyte in a precarious financial position, forcing it to raise ~$45m since August. The lack of a clear FDA timeline creates significant risk for investors, leading to a downgrade from "buy" to "hold" due to potential further delays. The market opportunity for ATEVs remains uncertain, questioning whether Humacyte stock can achieve significant upside even if FDA approval is granted. Read the full article on Seeking AlphaSeeking Alpha • Sep 24
Humacyte: Navigating The FDA Uncertainty And ATEV's Potential
Summary Humacyte’s acellular tissue engineered vessel (ATEV) shows promise in trauma and dialysis, with positive clinical trial results and potential FDA approval by year-end. Despite FDA delays, Humacyte remains optimistic but faces financial instability, with only $43.6 million in cash, supporting operations for 1.5 quarters. HUMA stock is rated as a moderate "Buy" for high-risk tolerant investors, given the potential for FDA approval and significant market capture in trauma. Risks include potential FDA rejection, financial distress, and management's recent share sales, which warrant cautious investment consideration. Read the full article on Seeking AlphaKazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 111 | -30 | N/A | N/A | 4 |
| 12/31/2027 | 22 | -68 | N/A | -37 | 5 |
| 12/31/2026 | 6 | -95 | N/A | -78 | 2 |
| 6/30/2026 | 2 | -97 | -98 | -97 | N/A |
| 3/31/2026 | 2 | -95 | -102 | -102 | N/A |
| 12/31/2025 | 2 | -41 | -106 | -105 | N/A |
| 9/30/2025 | 2 | -37 | -106 | -105 | N/A |
| 6/30/2025 | 1 | -59 | -106 | -104 | N/A |
| 3/31/2025 | 1 | -78 | -101 | -99 | N/A |
| 12/31/2024 | N/A | -149 | -100 | -98 | N/A |
| 9/30/2024 | N/A | -153 | -92 | -91 | N/A |
| 6/30/2024 | N/A | -140 | -82 | -81 | N/A |
| 3/31/2024 | N/A | -106 | -84 | -82 | N/A |
| 12/31/2023 | N/A | -111 | -76 | -73 | N/A |
| 9/30/2023 | N/A | -89 | -76 | -73 | N/A |
| 6/30/2023 | 0 | -89 | -80 | -77 | N/A |
| 3/31/2023 | 1 | -29 | -73 | -71 | N/A |
| 12/31/2022 | 2 | -12 | -72 | -71 | N/A |
| 9/30/2022 | 2 | 34 | -74 | -74 | N/A |
| 6/30/2022 | 2 | 28 | -88 | -87 | N/A |
| 3/31/2022 | 1 | -26 | -86 | -85 | N/A |
| 12/31/2021 | 1 | -26 | -81 | -81 | N/A |
| 9/30/2021 | 1 | -85 | -75 | -75 | N/A |
| 6/30/2021 | 2 | -71 | -57 | -57 | N/A |
| 3/31/2021 | 1 | -69 | -54 | -54 | N/A |
| 12/31/2020 | 1 | -67 | -56 | -56 | N/A |
| 12/31/2019 | 6 | -85 | N/A | -72 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: HUMA önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Kazançlar ve Piyasa: HUMA önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Yüksek Büyüme Kazançları: HUMA önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Gelir ve Pazar: HUMA şirketinin gelirinin (yıllık 62% ) US pazarından (yıllık 13% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: HUMA şirketinin gelirinin (yıllık 62% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: HUMA 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/16 16:19 |
| Gün Sonu Hisse Fiyatı | 2026/08/14 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Humacyte, Inc. 9 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Matthew Miksic | Barclays |
| Bruce Jackson | Benchmark Company |
| Michael Gorman | BTIG |