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

Shares of Verastem, Inc. (NASDAQ:VSTM) have received an average recommendation of “Moderate Buy” from the ten research firms that are 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 price objective among brokerages that have updated their coverage on the stock in the last year is $15.8333.

Several analysts recently weighed in on the company. Mizuho set a $15.00 price target on Verastem in a research note on Wednesday, October 29th. Weiss Ratings reissued a “sell (d-)” rating on shares of Verastem in a report on Wednesday, January 21st. Royal Bank Of Canada set a $13.00 target price on Verastem and gave the stock an “outperform” rating in a research note on Monday, October 20th. Zacks Research downgraded Verastem from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Finally, Guggenheim reiterated a “buy” rating on shares of Verastem in a research note on Tuesday, December 30th.

Insider Activity

In related news, 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 transaction of $36,079.24. Following the completion of the sale, the chief financial officer owned 104,719 shares of the company’s stock, valued at $749,788.04. This trade represents a 4.59% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Michael Kauffman sold 8,550 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $10.00, for a total transaction of $85,500.00. Following the completion of the transaction, the director owned 8,666 shares of the company’s stock, valued at approximately $86,660. The trade was a 49.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 50,478 shares of company stock valued at $462,045 over the last ninety days. 2.10% of the stock is currently owned by corporate insiders.

Institutional Trading of Verastem

Several institutional investors have recently added to or reduced their stakes in the business. Squarepoint Ops LLC raised its position in Verastem by 2,995.6% in the 2nd 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 during the last quarter. Los Angeles Capital Management LLC purchased a new stake in shares of Verastem during the 2nd quarter valued at about $106,000. Panagora Asset Management Inc. purchased a new stake in shares of Verastem during the 2nd quarter valued at about $550,000. Armistice Capital LLC bought a new stake in shares of Verastem in the second quarter worth approximately $8,864,000. Finally, Y Intercept Hong Kong Ltd purchased a new position in shares of Verastem during the second quarter valued at approximately $643,000. 88.37% of the stock is currently owned by hedge funds and other institutional investors.

Verastem News Summary

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)

Verastem Stock Up 6.2%

Shares of Verastem stock opened at $6.67 on Friday. Verastem has a 1 year low of $4.01 and a 1 year high of $11.24. The firm has a market cap of $445.40 million, a price-to-earnings ratio of -1.66 and a beta of 0.41. The company has a 50-day moving average of $7.75 and a 200 day moving average of $8.28. The company has a debt-to-equity ratio of 2.06, a current ratio of 2.58 and a quick ratio of 2.55.

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.