Verastem, Inc.

Verastem, Inc.

VSTMยทNASDAQ

$3.62

-5.0%
HealthcareBiotechnology

Verastem, Inc., a development-stage biopharmaceutical company, focusing on developing and commercializing drugs for the treatment of cancer. Its product in development includes VS-6766, a dual rapidly accelerated fibrosarcoma (RAF)/mitogen-activated protein kinase (MEK) clamp that blocks MEK kinase activity and the ability of RAF to phosphorylate MEK. The company also engages in developing RAMP 201, an adaptive two-part multicenter, parallel cohort, randomized open label trial to evaluate the efficacy and safety of VS-6766 and in combination with defactinib, an oral small molecule inhibitor of focal adhesion kinase (FAK) in patients with recurrent low grade serous ovarian cancer; and RAMP 202, which is in Phase 2 trial to evaluate the safety of VS-6766 in combination with defactinib in patients with KRAS and BRAF mutant non-small cell lung cancer following treatment with a platinum-based regimen and immune checkpoint inhibitor. Verastem, Inc. has license agreements with Chugai Pharmaceutical Co., Ltd. for the development, commercialization, and manufacture of products containing VS-6766; and Pfizer Inc. to research, develop, manufacture, and commercialize products containing Pfizer's inhibitors of FAK for therapeutic, diagnostic and prophylactic uses in humans. In addition, it has clinical collaboration agreement with Amgen, Inc. to evaluate the combination of VS-6766 with Amgen's KRAS-G12C inhibitor LUMAKRASTM which in Phase 1/2 trial entitled RAMP 203. The company was incorporated in 2010 and is headquartered in Needham, Massachusetts.

At a Glance

Live Snapshot
Market Cap$250.92M
EPS-3.0200
P/E Ratio-1.20
Earnings Date08/06/2026
vstm

Verastem, Inc. Street Expectations Map

VSTM ยท NASDAQ

Wall Street analysts project that VSTM stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 18.25, with estimates ranging from a low of 18.00 to a high of 19.00.

Lowest Target
18.00
397.24%
Consensus Target
18.25
404.14%
Highest Target
19.00
424.86%

The consensus 1-year price target stands at 18.25, with estimates ranging from a low of 18.00 to a high of 19.00.

Analyst Consensus Analysis

Upside Potential

+404.1%

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

Analyst Agreement

5.5% 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.

vstm

Verastem, Inc. Forward Estimates of Revenue

VSTM ยท NASDAQ
Latest Revenue
30.91M
FY 2025
Avg Estimate
106.33M
FY 2026
Estimate Range
72.67M - 132.27M
Analyst Spread

Forward Growth Analysis

Projected Growth+243.9%

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

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread56%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

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

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

vstm

Verastem, Inc. Forward Estimates of Net Income

VSTM ยท NASDAQ
Latest Net Income
-209.47M
FY 2025
Avg Estimate
-67.12M
FY 2026
Estimate Range
-72.54M - -61.70M
Analyst Spread

Forward Growth Analysis

Projected Growth+68.0%

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

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread16%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

vstm

Verastem, Inc. Forward Estimates of EPS

VSTM ยท NASDAQ
Latest EPS
-3.02
FY 2025
Avg Estimate
$-1.83
FY 2026
Estimate Range
$-2.03 - $-1.73
Analyst Spread

Forward Growth Analysis

Projected Growth+39.4%

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 Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

vstm

Verastem, Inc. Forward Estimates of EBIT

VSTM ยท NASDAQ
Latest EBIT
-170.13M
FY 2025
Avg Estimate
-54.96M
FY 2026
Estimate Range
-68.37M - -37.56M
Analyst Spread

Forward Growth Analysis

Projected Growth+67.7%

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

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread56%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

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

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

vstm

Verastem, Inc. Forward Estimates of EBITDA

VSTM ยท NASDAQ
Latest EBITDA
-170.13M
FY 2025
Avg Estimate
-54.66M
FY 2026
Estimate Range
-68.00M - -37.36M
Analyst Spread

Forward Growth Analysis

Projected Growth+67.9%

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

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread56%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

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

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

vstm

Verastem, Inc. Forward Estimates of SG&A Expense

VSTM ยท NASDAQ
Latest SG&A Expense
81.15M
FY 2025
Avg Estimate
583.47M
FY 2026
Estimate Range
398.77M - 725.87M
Analyst Spread

Forward Growth Analysis

Projected Growth+619.0%

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

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread56%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

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

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

vstm

Verastem, Inc. Insider Positioning

VSTM ยท NASDAQ

During the last 12 months, insiders have sold $580K worth of VSTM shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

806

4.69K

Net Activity

-5K

-$5K

3-6 Months

Bought

0

0.00

Sold

25.7K

210.32K

Net Activity

-210K

-$210K

6-9 Months

Bought

0

0.00

Sold

36.1K

365.00K

Net Activity

-365K

-$365K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
PD

Paterson Dan

Director, Officer: President And Ceo

41.8K sharesโ€ข19 transactions

$387K

2
KM

Kauffman Michael

Director

8.6K sharesโ€ข1 transactions

$86K

3
BPA

Bunn Paul A.

Director

6.3K sharesโ€ข1 transactions

$63K

4
CD

Calkins Daniel

Officer: Chief Financial Officer

5.1K sharesโ€ข2 transactions

$37K

5
SBM

Stuglik Brian M

Director

592 sharesโ€ข1 transactions

$5K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $580K 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)

$5K

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.