HC Wainwright Increases Earnings Estimates for Verastem

Verastem, Inc. (NASDAQ:VSTM) – Stock analysts at HC Wainwright lifted their FY2025 earnings per share estimates for shares of Verastem in a research report issued on Thursday, February 5th. HC Wainwright analyst A. Maldonado now forecasts that the biopharmaceutical company will post earnings per share of ($3.19) for the year, up from their prior forecast of ($3.21). HC Wainwright currently has a “Buy” rating and a $18.00 price objective on the stock. The consensus estimate for Verastem’s current full-year earnings is ($3.02) per share. HC Wainwright also issued estimates for Verastem’s Q4 2025 earnings at ($0.49) EPS, Q1 2026 earnings at ($0.46) EPS, Q2 2026 earnings at ($0.45) EPS, Q3 2026 earnings at ($0.43) EPS, Q4 2026 earnings at ($0.33) EPS, FY2026 earnings at ($1.66) EPS and FY2027 earnings at ($0.40) EPS.

Several other research firms have also recently issued reports on VSTM. Mizuho set a $15.00 target price on Verastem in a research report on Wednesday, October 29th. Wall Street Zen downgraded Verastem from a “hold” rating to a “sell” rating in a research note on Saturday, November 8th. Guggenheim reaffirmed a “buy” rating on shares of Verastem in a report on Tuesday, December 30th. Royal Bank Of Canada set a $13.00 price objective on Verastem and gave the stock an “outperform” rating in a research report on Monday, October 20th. Finally, Zacks Research lowered shares of Verastem from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Two 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. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $15.83.

Verastem Trading Up 6.2%

Shares of VSTM stock opened at $6.67 on Monday. The stock has a market cap of $445.42 million, a price-to-earnings ratio of -1.66 and a beta of 0.41. Verastem has a twelve month low of $4.01 and a twelve month high of $11.24. The company’s 50-day moving average price is $7.75 and its 200-day moving average price is $8.30. The company has a current ratio of 2.58, a quick ratio of 2.55 and a debt-to-equity ratio of 2.06.

Insider Buying and Selling at Verastem

In other Verastem news, Director Michael Kauffman sold 8,550 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $10.00, for a total value of $85,500.00. Following the sale, the director owned 8,666 shares of the company’s stock, valued at $86,660. This represents a 49.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Daniel Calkins sold 5,039 shares of the stock in a transaction that occurred on Monday, January 12th. The shares were sold at an average price of $7.16, for a total transaction of $36,079.24. Following the completion of the sale, the chief financial officer owned 104,719 shares in the company, valued at $749,788.04. This represents a 4.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 50,478 shares of company stock worth $462,045. 2.10% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Verastem

Hedge funds have recently bought and sold shares of the stock. The Manufacturers Life Insurance Company lifted its position in shares of Verastem by 9.8% in the second quarter. The Manufacturers Life Insurance Company now owns 16,188 shares of the biopharmaceutical company’s stock valued at $67,000 after acquiring an additional 1,440 shares in the last quarter. Aries Wealth Management raised its stake in Verastem by 10.5% in the 3rd quarter. Aries Wealth Management now owns 26,249 shares of the biopharmaceutical company’s stock valued at $232,000 after purchasing an additional 2,500 shares during the last quarter. Russell Investments Group Ltd. lifted its holdings in Verastem by 182.9% in the 3rd quarter. Russell Investments Group Ltd. now owns 4,578 shares of the biopharmaceutical company’s stock valued at $40,000 after purchasing an additional 2,960 shares in the last quarter. BNP Paribas Financial Markets lifted its holdings in Verastem by 110.9% in the 3rd quarter. BNP Paribas Financial Markets now owns 8,550 shares of the biopharmaceutical company’s stock valued at $75,000 after purchasing an additional 4,496 shares in the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Verastem by 28.8% during the 2nd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 29,945 shares of the biopharmaceutical company’s stock worth $124,000 after purchasing an additional 6,691 shares during the last quarter. Hedge funds and other institutional investors own 88.37% of the company’s stock.

More Verastem News

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.