Collegium Pharmaceutical, Inc.

Collegium Pharmaceutical, Inc.

COLLยทNASDAQ

$31.06

+1.9%
HealthcareDrug Manufacturers - Specialty & Generic

Collegium Pharmaceutical, Inc., a specialty pharmaceutical company, develops and commercializes medicines for pain management. Its portfolio includes Xtampza ER, an abuse-deterrent, extended-release, oral formulation of oxycodone; Nucynta ER and Nucynta IR, which are extended-release and immediate-release formulations of tapentadol; and Xtampza ER for the management of pain severe enough to require daily, around-the-clock, long-term opioid treatment. The company was formerly known as Collegium Pharmaceuticals, Inc. and changed its name to Collegium Pharmaceutical, Inc. in October 2003. Collegium Pharmaceutical, Inc. was incorporated in 2002 and is headquartered in Stoughton, Massachusetts.

At a Glance

Live Snapshot
Market Cap$1.01B
EPS1.9800
P/E Ratio15.69
Earnings Date08/06/2026
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Collegium Pharmaceutical, Inc. Street Expectations Map

COLL ยท NASDAQ

Wall Street analysts project that COLL stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 58.00, with estimates ranging from a low of 56.00 to a high of 60.00.

Lowest Target
56.00
80.30%
Consensus Target
58.00
86.74%
Highest Target
60.00
93.17%

The consensus 1-year price target stands at 58.00, with estimates ranging from a low of 56.00 to a high of 60.00.

Analyst Consensus Analysis

Upside Potential

+86.7%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

6.9% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Collegium Pharmaceutical, Inc. Forward Estimates of Revenue

COLL ยท NASDAQ
Latest Revenue
780.57M
FY 2025
Avg Estimate
874.57M
FY 2026
Estimate Range
871.94M - 877.20M
Analyst Spread

Forward Growth Analysis

Projected Growth+12.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Collegium Pharmaceutical, Inc. Forward Estimates of Net Income

COLL ยท NASDAQ
Latest Net Income
62.87M
FY 2025
Avg Estimate
308.11M
FY 2026
Estimate Range
295.54M - 320.68M
Analyst Spread

Forward Growth Analysis

Projected Growth+390.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Collegium Pharmaceutical, Inc. Forward Estimates of EPS

COLL ยท NASDAQ
Latest EPS
1.98
FY 2025
Avg Estimate
$7.72
FY 2026
Estimate Range
$7.44 - $8.08
Analyst Spread

Forward Growth Analysis

Projected Growth+289.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Collegium Pharmaceutical, Inc. Forward Estimates of EBIT

COLL ยท NASDAQ
Latest EBIT
174.93M
FY 2025
Avg Estimate
160.19M
FY 2026
Estimate Range
159.71M - 160.67M
Analyst Spread

Forward Growth Analysis

Projected Growth-8.4%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Collegium Pharmaceutical, Inc. Forward Estimates of EBITDA

COLL ยท NASDAQ
Latest EBITDA
401.00M
FY 2025
Avg Estimate
399.69M
FY 2026
Estimate Range
398.49M - 400.89M
Analyst Spread

Forward Growth Analysis

Projected Growth-0.3%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Collegium Pharmaceutical, Inc. Forward Estimates of SG&A Expense

COLL ยท NASDAQ
Latest SG&A Expense
276.17M
FY 2025
Avg Estimate
301.78M
FY 2026
Estimate Range
300.87M - 302.69M
Analyst Spread

Forward Growth Analysis

Projected Growth+9.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Collegium Pharmaceutical, Inc. Insider Positioning

COLL ยท NASDAQ

During the last 12 months, insiders have sold $6.36M worth of COLL shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

31.3K

1.12M

Net Activity

-1.1M

-$1.12M

3-6 Months

Bought

0

0.00

Sold

57.5K

2.41M

Net Activity

-2.4M

-$2.41M

6-9 Months

Bought

0

0.00

Sold

63.6K

2.83M

Net Activity

-2.8M

-$2.83M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
DS

Dreyer Scott

Officer: Evp & Chief Commercial Officer

57.5K sharesโ€ข2 transactions

$2.41M

2
FJA

Fallon John A.

Director

34.9K sharesโ€ข1 transactions

$1.65M

3
TC

Tupper Colleen

Officer: Evp & Chief Financial Officer

25.1K sharesโ€ข1 transactions

$1.02M

4
DD

Dieter David

Officer: Evp & General Counsel

14.0K sharesโ€ข1 transactions

$488K

5
BGG

Bohlin Garen G

Director

8.7K sharesโ€ข1 transactions

$323K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $6.36M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.12M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.