Analysts Set Expectations for Verastem FY2030 Earnings

Verastem, Inc. (NASDAQ:VSTM) – Stock analysts at HC Wainwright issued their FY2030 earnings estimates for shares of Verastem in a report issued on Wednesday, February 4th. HC Wainwright analyst A. Maldonado anticipates that the biopharmaceutical company will post earnings of $2.30 per share for the year. HC Wainwright currently has a “Buy” rating and a $18.00 target price on the stock. The consensus estimate for Verastem’s current full-year earnings is ($3.02) per share.

Verastem (NASDAQ:VSTM) last released its earnings results on Tuesday, November 4th. The biopharmaceutical company reported ($1.35) EPS for the quarter, missing the consensus estimate of ($0.51) by ($0.84). The company had revenue of $11.24 million for the quarter, compared to the consensus estimate of $5.76 million.

A number of other analysts have also weighed in on VSTM. Weiss Ratings restated a “sell (d-)” rating on shares of Verastem in a research note on Wednesday, January 21st. Royal Bank Of Canada set a $13.00 price target on shares of Verastem and gave the company an “outperform” rating in a report on Monday, October 20th. Cantor Fitzgerald raised Verastem to a “strong-buy” rating in a research report on Thursday, October 30th. Guggenheim reaffirmed a “buy” rating on shares of Verastem in a report on Tuesday, December 30th. Finally, Zacks Research cut Verastem from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Two equities research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $15.83.

Verastem Stock Up 6.2%

Shares of NASDAQ:VSTM opened at $6.67 on Thursday. Verastem has a 52-week low of $4.01 and a 52-week high of $11.24. The firm has a market capitalization of $445.42 million, a P/E ratio of -1.66 and a beta of 0.41. The company has a debt-to-equity ratio of 2.06, a quick ratio of 2.55 and a current ratio of 2.58. The stock has a 50 day moving average price of $7.75 and a 200-day moving average price of $8.26.

Insider Activity

In other Verastem news, Director Michael Kauffman sold 8,550 shares of the company’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $10.00, for a total value of $85,500.00. Following the completion of the transaction, the director owned 8,666 shares in the company, valued at $86,660. This represents a 49.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Daniel Calkins sold 5,039 shares of the company’s stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $7.16, for a total value of $36,079.24. Following the completion of the sale, the chief financial officer directly owned 104,719 shares of the company’s stock, valued at approximately $749,788.04. This trade represents a 4.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 50,478 shares of company stock valued at $462,045 over the last quarter. Company insiders own 2.10% of the company’s stock.

Institutional Trading of Verastem

A number of hedge funds have recently added to or reduced their stakes in the stock. UBS Group AG lifted its position in Verastem by 76.3% in the fourth quarter. UBS Group AG now owns 501,471 shares of the biopharmaceutical company’s stock valued at $3,871,000 after purchasing an additional 217,069 shares during the period. Torray Investment Partners LLC purchased a new position in Verastem during the 4th quarter valued at about $1,671,000. Hennion & Walsh Asset Management Inc. purchased a new position in shares of Verastem during the 4th quarter worth approximately $1,346,000. SG Americas Securities LLC raised its holdings in shares of Verastem by 3,333.8% in the fourth quarter. SG Americas Securities LLC now owns 390,325 shares of the biopharmaceutical company’s stock worth $3,013,000 after acquiring an additional 378,958 shares during the last quarter. Finally, Woodline Partners LP purchased a new position in Verastem in the 3rd quarter valued at about $2,716,000. 88.37% of the stock is owned by institutional investors and hedge funds.

Verastem News Roundup

Here are the key news stories impacting Verastem this week:

• Positive Sentiment: Preliminary Q4 and full‑year 2025 revenue came in stronger than investors expected, driven by sales from the Avmapki Fakzynja co‑pack partnership; the release prompted the near‑term stock rally. Verastem preliminary results
• Positive Sentiment: HC Wainwright reiterated a “Buy” rating and an $18 price target and updated long‑range EPS forecasts — notably raising FY2028 and FY2029 estimates and projecting much larger positive EPS by FY2030 — signaling growing analyst confidence in Verastem’s path to profitability. This analyst support likely amplified buying interest. HC Wainwright estimates (MarketBeat)
• Neutral Sentiment: CEO Dan Paterson filed a small sale of 970 shares at about $6.69 on Feb. 4; the sale is modest relative to his remaining holdings and likely has limited informational weight for investors. SEC filing
• Negative Sentiment: HC Wainwright’s near‑term forecasts still show multi‑year losses (FY2025–FY2027 and FY2026 EPS pegged negative), so while long‑term outlook is improving, the company remains unprofitable in the medium term — a risk for investors focused on near‑term cash burn or dilution. HC Wainwright estimates (MarketBeat)

About Verastem

Verastem Oncology, Inc is a clinical-stage biopharmaceutical company focused on the discovery and development of small molecule therapies that target cancer stemness and resistance pathways. Established in 2010 and headquartered in Needham, Massachusetts, Verastem Oncology applies a precision-medicine approach to identify key signaling nodes responsible for tumor growth and relapse, with an emphasis on hematologic malignancies and solid tumors. The company’s research platform integrates insights into complex signaling networks to advance novel compounds from early discovery through clinical proof of concept.

The company’s lead marketed product is COPIKTRA (duvelisib), an oral inhibitor of PI3K-delta and PI3K-gamma, which received U.S.