Sidoti Weighs in on Kamada’s Q1 Earnings (NASDAQ:KMDA)

Kamada Ltd. (NASDAQ:KMDA) – Sidoti increased their Q1 2026 EPS estimates for shares of Kamada in a research note issued on Sunday, March 8th. Sidoti analyst J. Sidoti now expects that the biotechnology company will earn $0.10 per share for the quarter, up from their prior estimate of $0.09. The consensus estimate for Kamada’s current full-year earnings is $0.23 per share. Sidoti also issued estimates for Kamada’s Q3 2026 earnings at $0.12 EPS, FY2026 earnings at $0.44 EPS and FY2027 earnings at $0.52 EPS.

A number of other equities analysts also recently commented on KMDA. Benchmark reiterated a “buy” rating on shares of Kamada in a research report on Thursday, January 8th. Wall Street Zen upgraded Kamada from a “buy” rating to a “strong-buy” rating in a report on Saturday, December 13th. Stifel Nicolaus set a $11.00 price target on Kamada in a report on Wednesday. HC Wainwright boosted their price target on shares of Kamada from $11.00 to $13.00 and gave the company a “buy” rating in a research report on Tuesday, December 9th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Kamada in a report on Thursday, January 22nd. Three research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $13.00.

Kamada Price Performance

KMDA stock opened at $8.55 on Wednesday. The business has a 50 day simple moving average of $8.38 and a 200-day simple moving average of $7.44. The firm has a market capitalization of $491.71 million, a PE ratio of 23.75, a price-to-earnings-growth ratio of 0.75 and a beta of 0.94. Kamada has a 1 year low of $5.54 and a 1 year high of $9.35.

Hedge Funds Weigh In On Kamada

Several institutional investors have recently bought and sold shares of KMDA. Essex Investment Management Co. LLC grew its stake in shares of Kamada by 22.4% in the third quarter. Essex Investment Management Co. LLC now owns 396,434 shares of the biotechnology company’s stock worth $2,751,000 after acquiring an additional 72,602 shares in the last quarter. Acadian Asset Management LLC increased its position in shares of Kamada by 3.1% during the second quarter. Acadian Asset Management LLC now owns 263,556 shares of the biotechnology company’s stock worth $2,053,000 after acquiring an additional 7,925 shares during the period. Simplicity Wealth LLC acquired a new stake in shares of Kamada in the third quarter valued at $70,000. Huntleigh Advisors Inc. boosted its holdings in Kamada by 4.3% in the third quarter. Huntleigh Advisors Inc. now owns 141,562 shares of the biotechnology company’s stock valued at $982,000 after purchasing an additional 5,786 shares during the period. Finally, XTX Topco Ltd purchased a new position in Kamada in the fourth quarter valued at $103,000. 20.38% of the stock is owned by institutional investors and hedge funds.

More Kamada News

Here are the key news stories impacting Kamada this week:

• Positive Sentiment: Analyst upgrades — Sidoti raised near‑term and FY2026/FY2027 EPS forecasts, lifting expectations for profitability into 2026–27; this can support the stock over the medium term. Sidoti estimate raises
• Positive Sentiment: Dividend declared — Kamada announced a $0.25 per‑share cash dividend under a new annual dividend policy, which typically attracts income‑focused investors and reduces downside risk. Dividend press release
• Positive Sentiment: Company statement: record 2025 results — Kamada’s press release framed 2025 as record top- and bottom-line performance and said it affirms 2026 guidance, which management presents as continued double‑digit organic growth. That message can underpin investor confidence if investors focus on the company narrative. 2025 results & guidance
• Neutral Sentiment: Earnings‑call materials available — The Q4 earnings call transcript and a Yahoo/Seeking Alpha highlights piece summarize management’s strategic outlook and revenue drivers; useful for assessing whether misses were one‑offs or structural. Earnings call transcript Call highlights
• Neutral Sentiment: Short interest fell in late February — short positions declined ~17.8% (to ~136.8k shares), lowering immediate short‑squeeze risk; this is a modest technical positive/neutral factor for liquidity. (Market data)
• Negative Sentiment: Q4 miss — Reported EPS of $0.06 missed consensus ~$0.09, and reported revenue (~$44.7M) fell well short of the ~$145M analyst estimate cited in some services; that sharp revenue miss is the primary near‑term negative catalyst. Q4 miss article MarketBeat earnings summary
• Negative Sentiment: Guidance / consensus disconnect — a reported FY2026 revenue range (c.$200–205M) cited in feeds appears materially below an indicated consensus figure in the same feed, creating uncertainty and raising questions about outlook clarity; investor concern over guidance and modeling likely amplified selling. (Company guidance disclosures / market commentary)

About Kamada

Kamada Ltd. is a biopharmaceutical company headquartered in Israel that specializes in the development, manufacturing and commercialization of plasma‐derived protein therapeutics. The company focuses on treatments for rare and serious diseases, leveraging its proprietary fractionation and purification technologies to produce purified human proteins. Kamada’s product portfolio addresses critical therapeutic areas in immunology, hematology and pulmonology, where alternative treatment options may be limited.

Among Kamada’s marketed products is Glassia®, an alpha‐1 antitrypsin augmentation therapy approved by the U.S.