Benchmark maintains Halozyme stock hold rating, $75 target

Published 07/05/2025, 16:42
Benchmark maintains Halozyme stock hold rating, $75 target

On Wednesday, Benchmark analysts maintained their Hold rating and $75.00 price target for Halozyme Therapeutics (NASDAQ:HALO) shares following the company’s first-quarter financial performance for the year 2025, which surpassed expectations. The company, which boasts a perfect Piotroski Score of 9 according to InvestingPro data, demonstrates exceptional financial strength with a robust 76.5% gross margin and impressive 23.4% return on assets. Halozyme reported revenues of $264.9 million, marking a 35% increase from the previous year, and non-GAAP earnings per share (EPS) of $1.11, a rise from $0.79 the year before. These figures exceeded Benchmark’s estimates, which forecasted revenues of $240.0 million, or a 22% increase, and non-GAAP EPS of $0.99. The company’s strong performance aligns with its five-year revenue CAGR of 39%, as reported by InvestingPro.

The notable first-quarter results were attributed to the robust sales of partnered products such as Darzalex Faspro, Phesgo, and Vyvgart Hytrulo. Additionally, there was an uptick in bulk sales of Halozyme’s proprietary enzyme, which is integral to its drug delivery technology. In response to the strong performance, Halozyme’s management has revised its financial guidance for 2025 upwards, adding approximately $50 million or 4%-5% in revenues and $0.35 per share in non-GAAP earnings.

Moreover, the company has announced a new share repurchase program, signaling confidence in its financial health and prospects. Despite these positive developments, Benchmark analysts have decided to maintain their Buy rating and $75 price target on Halozyme shares. This decision comes in the wake of the company’s solid first-quarter results in 2025. Based on InvestingPro’s Fair Value analysis, the stock appears slightly undervalued, with 12 additional exclusive ProTips available to subscribers, including detailed insights into the company’s valuation metrics and growth potential.

In other recent news, Halozyme Therapeutics reported a strong first quarter for 2025, exceeding both earnings and revenue expectations. The company achieved an earnings per share (EPS) of $1.11, surpassing the forecasted $0.98, and reported $265 million in revenue against an expected $229.29 million. This performance led to an increase in Halozyme’s full-year revenue guidance to a range of $1.2 billion to $1.28 billion. The positive results were largely driven by significant gains in royalty revenue, particularly from drugs like Darzalex and Phesgo, which contributed to a 35% year-over-year revenue increase. TD Cowen responded to Halozyme’s robust performance by raising its stock price target from $77 to $79, maintaining a Buy rating on the stock. Analyst Brendan Smith from TD Cowen emphasized the company’s solid quarterly results and raised future guidance as supportive of the new price target. Halozyme also announced plans for a $250 million share repurchase program, further indicating confidence in its financial outlook. Additionally, ongoing product launches and strategic corporate activities are expected to drive future growth for the company.

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