Emergent BioSolutions Inc.

Emergent BioSolutions Inc.

EBSยทNYSE

$7.93

-3.4%
HealthcareBiotechnology

Emergent BioSolutions Inc., a life sciences company, focuses on the provision of preparedness and response solutions that address accidental, deliberate, and naturally occurring public health threats (PHTs) in the United States. The company's products address PHTs, which include chemical, biological, radiological, nuclear, and explosives; emerging infectious diseases; travel health; and emerging health crises and acute/emergency care. It offers BioThrax, an anthrax vaccine; ACAM2000, a smallpox vaccine; Botulism Antitoxin Heptavalent to treat botulinum disease; vaccinia immune globulin intravenous that addresses complications from smallpox vaccine; raxibacumab for the treatment and prophylaxis of inhalational anthrax; Anthrasil to for inhalational anthrax; reactive skin decontamination lotion kits; and Trobigard, a combination drug-device auto injector product candidate; and Trobigard, a combination drug-device auto injector product candidate. The company also provides NARCAN, a nasal spray for the emergency treatment of known or suspected opioid overdose; Vivotif, an oral vaccine for typhoid fever; and Vaxchora, a single-dose oral vaccine to treat cholera. In addition, it is developing AP003, a Naloxone multidose nasal spray; AP007, a sustained release Nalmefene injection for treatment of opioid use disorder; AV7909, an anthrax vaccine; CGRD-001, a pralidoxime chloride/atropine auto-injector; CHIKV VLP, a chikungunya virus VLP vaccine; COVID-HIG for the treatment of SARS-CoV2; EGRD-001, a diazepam auto-injector; SIAN, an antidote for the initial treatment of acute poisoning of cyanide; and UniFlu, a universal influenza vaccine. Further, the company provides contract development and manufacturing services comprising drug substance and product manufacturing, and packaging, as well as technology transfer, process, and analytical development services. The company was incorporated in 1998 and is headquartered in Gaithersburg, Maryland.

At a Glance

Live Snapshot
Market Cap$409.16M
EPS0.9800
P/E Ratio8.09
Earnings Date08/05/2026
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Emergent BioSolutions Inc. Street Expectations Map

EBS ยท NYSE

Wall Street analysts project that EBS stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 12.00, with estimates ranging from a low of 12.00 to a high of 12.00.

Lowest Target
12.00
51.32%
Consensus Target
12.00
51.32%
Highest Target
12.00
51.32%

The consensus 1-year price target stands at 12.00, with estimates ranging from a low of 12.00 to a high of 12.00.

Analyst Consensus Analysis

Upside Potential

+51.3%

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

Analyst Agreement

0.0% 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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Emergent BioSolutions Inc. Forward Estimates of Revenue

EBS ยท NYSE
Latest Revenue
742.90M
FY 2025
Avg Estimate
932.50M
FY 2026
Estimate Range
932.44M - 932.56M
Analyst Spread

Forward Growth Analysis

Projected Growth+25.5%

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

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

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

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.

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Emergent BioSolutions Inc. Forward Estimates of Net Income

EBS ยท NYSE
Latest Net Income
52.60M
FY 2025
Avg Estimate
-23.85M
FY 2026
Estimate Range
-23.85M - -23.85M
Analyst Spread

Forward Growth Analysis

Projected Growth-145.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

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

OutlookNeutral

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

Key Insight

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

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Emergent BioSolutions Inc. Forward Estimates of EPS

EBS ยท NYSE
Latest EPS
0.98
FY 2025
Avg Estimate
$-0.45
FY 2026
Estimate Range
$-0.45 - $-0.45
Analyst Spread

Forward Growth Analysis

Projected Growth-145.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

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

OutlookNeutral

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

Key Insight

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

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Emergent BioSolutions Inc. Forward Estimates of EBIT

EBS ยท NYSE
Latest EBIT
110.20M
FY 2025
Avg Estimate
42.17M
FY 2026
Estimate Range
42.16M - 42.17M
Analyst Spread

Forward Growth Analysis

Projected Growth-61.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

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

OutlookNeutral

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

Key Insight

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

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Emergent BioSolutions Inc. Forward Estimates of EBITDA

EBS ยท NYSE
Latest EBITDA
208.50M
FY 2025
Avg Estimate
128.86M
FY 2026
Estimate Range
128.85M - 128.87M
Analyst Spread

Forward Growth Analysis

Projected Growth-38.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

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

OutlookNeutral

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

Key Insight

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

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Emergent BioSolutions Inc. Forward Estimates of SG&A Expense

EBS ยท NYSE
Latest SG&A Expense
186.60M
FY 2025
Avg Estimate
246.06M
FY 2026
Estimate Range
246.05M - 246.08M
Analyst Spread

Forward Growth Analysis

Projected Growth+31.9%

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

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

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

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.

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Emergent BioSolutions Inc. Insider Positioning

EBS ยท NYSE

During the last 12 months, insiders have sold $1.05M worth of EBS shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

16.8K

140.61K

Net Activity

-141K

-$141K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

69.1K

713.16K

Net Activity

-713K

-$713K

9-12 Months

Bought

0

0.00

Sold

24.8K

199.27K

Net Activity

-199K

-$199K

Top Buyers

No buying activity

Top Sellers

1
GC

Glessner Coleen

Officer: Evp, Quality & Ethics, And Cpl

31.9K sharesโ€ข2 transactions

$314K

2
DDW

Degolyer Donald W

Director

25.6K sharesโ€ข2 transactions

$255K

3
DST

Dayal Sujata Tyagi

Director

21.3K sharesโ€ข2 transactions

$192K

4
RR

Richard Ronald

Director

7.1K sharesโ€ข1 transactions

$86K

5
LRS

Lindahl Richard S

Officer: Evp, Chief Financial Officer

7.7K sharesโ€ข2 transactions

$66K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.05M 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)

$141K

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.