Benchmark cuts Humacyte stock target to $14, maintains Buy rating

Published 14/05/2025, 15:38
Benchmark cuts Humacyte stock target to $14, maintains Buy rating

Wednesday, Benchmark analysts lowered the price target on Humacyte (NASDAQ:HUMA) to $14.00 from the previous $17.00 but kept a Buy rating on the stock. Despite trading at $1.90, the stock has shown remarkable momentum with a 41.8% gain over the past week. The adjustment follows the company’s first commercial product revenue reported for the first quarter of 2025, a milestone achieved with the launch of Symvess in February. Benchmark had not anticipated revenue for the quarter, marking the occurrence as a positive surprise. According to InvestingPro data, analyst targets for HUMA range from $3 to $25, reflecting diverse views on the company’s potential.

Humacyte has been actively expanding its market presence, with 45 hospitals beginning the Value Analysis Committee (VAC) process to consider the company’s products. This number represents a quarter of Level 1 trauma centers across the United States, indicating a significant interest in Humacyte’s offerings within the medical community. InvestingPro analysis shows the company maintains a healthy current ratio of 3.68, suggesting strong ability to meet short-term obligations while funding expansion efforts.

The company’s pipeline of new products is steadily advancing. Plans are in place to file an Investigational New Drug (IND) application for coronary artery bypass grafting later in 2025. Additionally, a supplemental Biologics License Application (BLA) is expected to be submitted in the second half of 2026 for dialysis arteriovenous (AV) access.

Benchmark’s analysts express confidence in Humacyte’s potential to capture a considerable market share in the surgical procedures that require vascular grafts. This includes a range of applications from trauma reconstruction and vascular access for dialysis patients to peripheral arterial disease repair. Furthermore, there is potential for expansion into coronary artery bypass grafts and the development of a BioVascular Pancreas (BVP).

Reiterating the Buy rating, Benchmark envisions a strong trajectory for Humacyte, supported by its recent commercial achievements and ongoing product development efforts. The company’s progress and strategic initiatives in the medical field are expected to drive its growth and market penetration in the coming years. With a market capitalization of $295 million, investors should note that InvestingPro has identified 13 additional key investment factors for HUMA, available in the comprehensive Pro Research Report, which provides deeper insights into the company’s valuation and growth prospects.

In other recent news, Humacyte Inc. reported its financial results for the first quarter of 2025, showcasing a notable earnings performance. The company achieved an earnings per share (EPS) of $0.28, significantly surpassing the projected EPS of -$0.20. Despite this earnings success, Humacyte’s revenue came in at $517,000, which was below the expected $764,830. The launch of CymVest, a product for extremity vascular trauma, contributed $147,000 to the company’s revenue. Humacyte also announced a strategic workforce reduction expected to save $13.8 million in 2025, aligning with its cost-control measures. The company is preparing for a supplemental Biologics License Application filing for dialysis access in 2026, as well as advancing its biovascular pancreas program. Analysts from firms like BTIG have shown interest in the company’s developments, particularly in the commercial launch of CymVest. Overall, these developments reflect Humacyte’s focus on strategic initiatives and financial management.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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