BioNTech stock price target lowered to $136 at H.C. Wainwright on higher expenses

Published 15/08/2025, 12:40
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Investing.com - H.C. Wainwright lowered its price target on BioNTech (NASDAQ:BNTX) to $136 from $138 on Friday while maintaining a Buy rating on the stock, citing increased operating expenses. According to InvestingPro data, the stock currently trades near its Fair Value, with analysts setting targets between $113 and $172.

The German immunotherapy company reported a net loss of €1.60 per diluted share for the second quarter of 2025, missing H.C. Wainwright’s previous forecast for net earnings of €3.25 per share. Revenue for the quarter came in at €339.0 million, significantly below the firm’s estimate of €1,725.9 million. InvestingPro analysis shows six analysts have revised their earnings downward, with the company expected to remain unprofitable this year.

BioNTech’s research and development expenses totaled €509.1 million in the quarter, while selling, general and administrative expenses reached €137.4 million. Both figures were below H.C. Wainwright’s projections of €588.7 million and €149.7 million, respectively.

The company ended the second quarter with approximately €16.0 billion in cash, cash equivalents, marketable securities, and trade receivables. H.C. Wainwright noted that a $1.5 billion upfront payment from Bristol Myers Squibb will be reflected in BioNTech’s third-quarter cash position.

H.C. Wainwright now projects a full-year 2025 net loss per diluted share of €5.93 for BioNTech, compared to its previous estimate of a €1.01 per share net gain, but remains optimistic about the company’s prospects due to its "substantial war chest, burgeoning pipeline, and plethora of upcoming data releases."

In other recent news, BioNTech reported second-quarter 2025 revenue of €260.8 million, which doubled year-over-year and surpassed analyst estimates of €137.9 million. Despite the impressive revenue growth, the company posted a net loss of €386.6 million, or -€1.60 per share, slightly worse than the expected -€1.41 per share. The revenue performance was bolstered by Comirnaty sales, which reached €153 million, exceeding consensus estimates of €85 million and TD Cowen’s projection of €70 million.

Following these results, Clear Street raised its price target for BioNTech to $185 from $181, maintaining a Buy rating. Meanwhile, TD Cowen increased its price target to $120 from $110, with a Hold rating, citing the strong Comirnaty sales. In contrast, Wells Fargo adjusted its price target to $150 from $170, reflecting model updates related to BioNTech’s collaboration with Bristol Myers Squibb, but maintained an Overweight rating. These developments highlight the mixed analyst perspectives on BioNTech’s financial outlook.

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