FY2025 EPS Estimates for Verastem Increased by HC Wainwright

Verastem, Inc. (NASDAQ:VSTM) – Equities research analysts at HC Wainwright increased their FY2025 earnings estimates for Verastem in a note issued to investors on Thursday, February 5th. HC Wainwright analyst A. Maldonado now anticipates that the biopharmaceutical company will post earnings per share of ($3.19) for the year, up from their previous forecast of ($3.21). HC Wainwright 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.

A number of other research firms also recently issued reports on VSTM. Guggenheim restated a “buy” rating on shares of Verastem in a research report on Tuesday, December 30th. Zacks Research cut Verastem from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Verastem in a report on Wednesday, January 21st. Cantor Fitzgerald upgraded Verastem to a “strong-buy” rating in a research report on Thursday, October 30th. Finally, Wall Street Zen lowered Verastem from a “hold” rating to a “sell” rating in a research report on Saturday, November 8th. Two research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Verastem presently has a consensus rating of “Moderate Buy” and a consensus target price of $15.83.

Verastem Price Performance

Shares of VSTM stock opened at $6.67 on Monday. Verastem has a one year low of $4.01 and a one year high of $11.24. The company 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 current ratio of 2.58 and a quick ratio of 2.55. The company’s 50-day simple moving average is $7.75 and its two-hundred day simple moving average is $8.30.

Institutional Trading of Verastem

Several large investors have recently made changes to their positions in VSTM. UBS Group AG raised its stake in Verastem by 76.3% in the 4th 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 last quarter. Torray Investment Partners LLC purchased a new stake in shares of Verastem during the fourth quarter worth $1,671,000. Hennion & Walsh Asset Management Inc. acquired a new stake in shares of Verastem in the fourth quarter valued at about $1,346,000. SG Americas Securities LLC boosted its position in Verastem by 3,333.8% during 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 stake in Verastem during the 3rd quarter valued at about $2,716,000. 88.37% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Verastem

In other Verastem news, CEO Dan Paterson sold 10,321 shares of the business’s stock in a transaction that occurred on Monday, January 12th. The stock was sold at an average price of $7.16, for a total transaction of $73,898.36. Following the completion of the sale, the chief executive officer directly owned 400,104 shares in the company, valued at approximately $2,864,744.64. The trade was a 2.51% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Daniel Calkins sold 5,039 shares of the firm’s stock in a transaction that occurred on 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 transaction, the chief financial officer owned 104,719 shares in the company, valued at approximately $749,788.04. This trade represents a 4.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 50,478 shares of company stock worth $462,045 in the last quarter. Company insiders own 2.10% of the company’s stock.

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.