Verastem, Inc. (NASDAQ:VSTM) Receives Average Recommendation of “Moderate Buy” from Brokerages

Verastem, Inc. (NASDAQ:VSTM) has received a consensus rating of “Moderate Buy” from the ten analysts that are presently covering the company, Marketbeat.com reports. One analyst has rated the stock with a sell rating, one has given a hold rating, six have issued a buy rating and two have assigned a strong buy rating to the company. The average 1-year target price among brokerages that have issued ratings on the stock in the last year is $16.3333.

A number of brokerages recently weighed in on VSTM. Wall Street Zen downgraded shares of Verastem from a “hold” rating to a “sell” rating in a research report on Saturday, November 8th. Zacks Research lowered shares of Verastem from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Weiss Ratings reissued a “sell (d-)” rating on shares of Verastem in a report on Wednesday, January 21st. Mizuho set a $18.00 price objective on Verastem in a report on Thursday, February 19th. Finally, HC Wainwright assumed coverage on Verastem in a research report on Wednesday, February 4th. They set a “buy” rating and a $18.00 price objective for the company.

More Verastem News

Here are the key news stories impacting Verastem this week:

• Positive Sentiment: Q4 results: Verastem reported EPS of ($0.48) vs. consensus ($0.49) and revenue of $17.54M vs. consensus $16.85M — the slight EPS beat and revenue outperformance helped lift sentiment. Verastem Press Release
• Positive Sentiment: Commercial milestone: Management highlighted the FDA approval and launch of AVMAPKI FAKZYNJA CO-PACK for KRAS‑mutated recurrent LGSOC — this is a tangible commercialization milestone that supports near‑term revenue visibility. Verastem Oncology Reports Fourth Quarter and Full Year 2025 Financial Results and Highlights Recent Business Updates
• Positive Sentiment: Market activity: Trading volume was meaningfully above average on the move, indicating stronger investor interest and liquidity around the news (supportive for upward price action).
• Neutral Sentiment: Earnings call details available: The full Q4 2025 earnings call transcript lays out management’s commercialization cadence, uptake metrics and R&D priorities; useful for investors who want the operational detail behind the headline beats. Verastem, Inc. (VSTM) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst/preview coverage: Pre- and post‑release previews and outlook pieces are circulating; they summarize expectations and the items investors will watch in upcoming quarters (sales ramp, gross margin, SG&A trends). Verastem Q4 2025 Earnings Preview
• Negative Sentiment: Company remains loss-making and capital structure risks: Q4 was a loss (~$0.50/share) and analysts still expect negative EPS for the year; balance-sheet metrics show leverage (debt/equity ~2.06) and the stock trades below its 50- and 200‑day averages — factors that limit upside until sustained profit or clear cash‑flow improvement. Verastem (VSTM) Reports Q4 Loss, Beats Revenue Estimates

Insider Activity

In other news, 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 value of $36,079.24. Following the transaction, the chief financial officer owned 104,719 shares in the company, valued at $749,788.04. This represents a 4.59% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Dan Paterson sold 10,321 shares of the firm’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 transaction, 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 SEC filing for this sale provides additional information. Insiders have sold a total of 23,678 shares of company stock valued at $191,045 in the last ninety days. Insiders own 2.10% of the company’s stock.

Institutional Investors Weigh In On Verastem

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Squarepoint Ops LLC increased its position in Verastem by 2,995.6% in the second quarter. Squarepoint Ops LLC now owns 351,569 shares of the biopharmaceutical company’s stock worth $1,459,000 after buying an additional 340,212 shares in the last quarter. Los Angeles Capital Management LLC purchased a new position in shares of Verastem during the 2nd quarter valued at about $106,000. Panagora Asset Management Inc. bought a new position in shares of Verastem during the 2nd quarter valued at approximately $550,000. Armistice Capital LLC bought a new position in shares of Verastem during the 2nd quarter valued at approximately $8,864,000. Finally, Y Intercept Hong Kong Ltd purchased a new stake in Verastem in the 2nd quarter worth approximately $643,000. 88.37% of the stock is currently owned by hedge funds and other institutional investors.

Verastem Price Performance

NASDAQ VSTM opened at $5.81 on Thursday. Verastem has a one year low of $4.01 and a one year high of $11.24. The stock has a 50-day moving average of $6.57 and a 200 day moving average of $8.20. 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 company has a market capitalization of $387.99 million, a price-to-earnings ratio of -1.44 and a beta of 0.40.

Verastem Company Profile

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.