Cantor Fitzgerald maintains Regeneron stock rating despite mixed update

Published 13/08/2025, 15:00
Cantor Fitzgerald maintains Regeneron stock rating despite mixed update

Investing.com - Cantor Fitzgerald has reiterated its Overweight rating and $678.00 price target on Regeneron Pharmaceuticals (NASDAQ:REGN), currently trading at $556.83, following a mixed company update. According to InvestingPro data, analysts maintain a bullish consensus with price targets ranging from $543 to $815.

The research firm noted that Eylea HD showed positive acceleration, which was partially offset by another round of regulatory delays for the company. Despite these mixed signals, investors responded favorably to the news, bidding up Regeneron’s stock.

Cantor Fitzgerald described the Eylea HD performance as "unambiguously good news," particularly ahead of expected label enhancements. However, the firm expressed uncertainty about the timing of FDA decisions on Eylea HD PDUFAs, even as investors appear to expect resolution by early fall.

The research note highlighted additional complications in Regeneron’s near-term outlook, including the postponement of fianlimab melanoma data to late fourth quarter or early first quarter 2026, which creates challenges for the company’s setup heading into year-end 2025.

While maintaining a bullish stance on Regeneron shares, citing valuation support despite below-consensus Eylea estimates, Cantor Fitzgerald cautioned that pipeline challenges in 2025 could be problematic for a stock that "will struggle to show EPS growth in ’26 vs. ’25."

In other recent news, Regeneron Pharmaceuticals reported second-quarter 2025 results that exceeded expectations, driven by continued growth from its Dupixent and Libtayo products. The company’s performance has led to varied reactions from analysts. Guggenheim raised its price target for Regeneron to $815, citing strong Dupixent sales and better-than-anticipated results from the Eylea franchise, despite competitive pressures. Truist Securities, however, lowered its price target to $812 due to concerns about Eylea, although they maintained a Buy rating. RBC Capital increased its price target to $695, highlighting strong top-line growth and resilience from Eylea. BMO Capital also raised its target to $640, describing the quarter as a "much-needed clean quarter" that positions Regeneron well for the latter half of 2025. These developments reflect a mix of optimism and caution among analysts regarding Regeneron’s future performance.

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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