Baird cuts Maravai LifeSciences stock rating, target to $3

Published 26/02/2025, 10:28
Baird cuts Maravai LifeSciences stock rating, target to $3

On Wednesday, Baird analysts downgraded Maravai LifeSciences Holdings Inc. (NASDAQ:MRVI) stock from Outperform to Neutral and significantly reduced the price target to $3.00 from the previous $9.00. The downgrade comes after the company provided an update the day before, which raised concerns for the analysts. According to InvestingPro data, MRVI shares have fallen by 23% in the past week alone, with the stock now trading near its 52-week low of $2.93.

Maravai LifeSciences, a company that had already been positioned in the lower tier of Baird’s Outperform-rated stocks, has been facing several challenges. According to Baird, these challenges include soft underlying market conditions, post-COVID normalization, margin reset, and issues related to execution and visibility. InvestingPro data reveals the company’s struggles, with revenue declining 34% in the last twelve months and analysts forecasting further sales decline this year. Despite these challenges, the company maintains a strong current ratio of 10.74, indicating solid short-term liquidity.

The recent update from Maravai LifeSciences added to the existing worries, prompting Baird’s decision to downgrade. The analysts expressed that while they do not suspect any wrongdoing on the part of the company, the process of addressing these concerns could be distracting for the company’s management. They believe it may divert attention and resources, potentially creating an overhang for the stock.

Baird’s analysts stated their openness to re-evaluating their stance on Maravai LifeSciences’ stock in the future. They mentioned that they would consider revisiting their rating after the company resolves its current issues and demonstrates a couple of clean quarters.

The revised price target of $3.00 reflects a significant decrease from the previous target of $9.00, indicating a more cautious outlook on the stock’s future performance by Baird. The analysts’ comments suggest they are taking a wait-and-see approach to Maravai LifeSciences, looking for stability and clarity in the company’s operations before reassessing their position. InvestingPro shows broader analyst targets ranging from $4.25 to $13.20, with additional insights and Fair Value analysis available in the comprehensive Pro Research Report, which provides deep-dive analysis of this and 1,400+ other US stocks.

In other recent news, Maravai LifeSciences Holdings, Inc. announced a delay in its fourth quarter and full-year 2024 earnings release, citing the need for additional time to complete its financial close process and assess a potential non-cash impairment charge. The company discovered an error in revenue recognition, with approximately $3.9 million recorded incorrectly, although it does not expect this to affect its full-year revenue guidance of $255 million to $265 million. Maravai also acquired intellectual property and assets from Molecular Assemblies, Inc., aiming to enhance its mRNA manufacturing capabilities. This acquisition is expected to improve production efficiency and reduce costs by integrating Molecular Assemblies’ technology. In a strategic move, Maravai prepaid $228 million of its term loan, reducing the remaining balance to approximately $300 million, without incurring prepayment penalties. Guggenheim initiated coverage of Maravai with a Neutral rating, noting the company’s strong position in the mRNA capping and viral clearance market but citing valuation concerns. Additionally, Maravai projects its fiscal year 2024 revenue to align with the midpoint of its forecasted range, close to the consensus estimate of $260.78 million. These developments reflect Maravai’s ongoing efforts to strengthen its financial position and expand its technological capabilities.

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