Lifesci Capital Has Pessimistic View of DBVT FY2026 Earnings

DBV Technologies S.A. (NASDAQ:DBVT) – Equities researchers at Lifesci Capital decreased their FY2026 earnings estimates for DBV Technologies in a research report issued to clients and investors on Wednesday, December 17th. Lifesci Capital analyst S. Slutsky now forecasts that the company will earn ($1.95) per share for the year, down from their previous forecast of ($1.65). The consensus estimate for DBV Technologies’ current full-year earnings is ($7.05) per share.

Several other research analysts have also weighed in on the company. Guggenheim reissued a “buy” rating and issued a $51.00 price objective (up from $35.00) on shares of DBV Technologies in a research report on Wednesday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of DBV Technologies in a research note on Monday, December 8th. Wall Street Zen upgraded DBV Technologies from a “sell” rating to a “hold” rating in a report on Friday, November 28th. Zacks Research upgraded DBV Technologies from a “strong sell” rating to a “hold” rating in a report on Monday, September 29th. Finally, HC Wainwright set a $40.00 price objective on shares of DBV Technologies in a research report on Thursday. Two analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $35.38.

DBV Technologies Stock Up 5.8%

DBVT stock opened at $22.76 on Friday. The firm has a market cap of $914.04 million, a price-to-earnings ratio of -4.40 and a beta of -1.10. The company’s fifty day simple moving average is $15.38 and its 200 day simple moving average is $11.83. DBV Technologies has a 12-month low of $2.92 and a 12-month high of $26.18.

Institutional Investors Weigh In On DBV Technologies

Several hedge funds and other institutional investors have recently modified their holdings of DBVT. New York State Common Retirement Fund acquired a new position in shares of DBV Technologies during the third quarter worth approximately $34,000. Two Sigma Investments LP acquired a new stake in DBV Technologies in the 3rd quarter valued at $167,000. Citadel Advisors LLC bought a new stake in DBV Technologies during the 3rd quarter valued at $220,000. DLD Asset Management LP acquired a new position in DBV Technologies during the third quarter worth $250,000. Finally, Nan Fung Trinity HK Ltd. acquired a new position in DBV Technologies during the second quarter worth $340,000. Institutional investors own 71.74% of the company’s stock.

Insiders Place Their Bets

In other DBV Technologies news, major shareholder Bpifrance Epic sold 2,076,990 shares of the stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $4.85, for a total value of $10,073,401.50. Following the transaction, the insider owned 8,595,472 shares in the company, valued at approximately $41,688,039.20. This represents a 19.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 1.44% of the company’s stock.

DBV Technologies News Summary

Here are the key news stories impacting DBV Technologies this week:

• Positive Sentiment: Phase‑III win in peanut allergy improves commercial/clinical outlook — a Bioworld report says DBV’s VIT® program delivered a positive Phase III result, a material de‑risking event for a lead program that can drive future revenue and re‑rating. Vitesse finesse pays off: DBV wins in peanut allergy phase III
• Positive Sentiment: HC Wainwright raised multi‑year EPS forecasts, signaling stronger long‑term profitability expectations (FY2027–FY2029 upgrades). That upward revision likely helped investor sentiment and price momentum. HC Wainwright Expects Stronger Earnings for DBV Technologies
• Positive Sentiment: Additional bullish analyst notes and coverage changes — the stock was reported to hit a new 1‑year high after analyst upgrades, and coverage consensus sits around a “Moderate Buy,” with at least one firm (Citizens JMP) forecasting strong price appreciation. Those actions typically boost retail/institutional interest. DBV Technologies (NASDAQ:DBVT) Hits New 1-Year High Following Analyst Upgrade
• Neutral Sentiment: Market consensus EPS remains deeply negative for the current year (consensus ~($7.05) EPS), so while upgrades are meaningful, the company is still transitioning from loss‑making to profitable — investors should watch upcoming milestones and cash runway closely.
• Negative Sentiment: Major shareholder Bpifrance Epic sold large blocks of stock on Dec 17–18 (combined ~3.37M shares sold across two days, materially reducing its stake). Large insider/major‑holder selling can pressure the stock and signal liquidity‑driven exits even when fundamentals improve. SEC filing: Bpifrance Epic Insider Sales SEC Filing
• Negative Sentiment: Lifesci Capital trimmed its FY2026 EPS estimate (worse near‑term profitability view), a reminder that boutique analysts still see near‑term execution and cash burn risk — this can cap upside until revenue/profitability is proven.

About DBV Technologies

DBV Technologies SA is a clinical-stage biopharmaceutical company engaged in developing immunotherapies for allergic diseases. The company specializes in epicutaneous immunotherapy, leveraging its proprietary Viaskin platform to deliver biologically active compounds across intact skin without needles or injections. Through this approach, DBV aims to modulate patients’ immune response to specific allergens, offering a potentially safer and more convenient alternative to traditional therapies.

The company’s lead product candidate, Viaskin Peanut, is designed for the treatment of peanut allergy in children and adolescents.