Evogene stock target cut to $3.50, maintains buy at Lake Street

Published 22/05/2025, 14:34
Evogene stock target cut to $3.50, maintains buy at Lake Street

On Thursday, Lake Street Capital Markets made adjustments to its financial outlook for Evogene Ltd (NASDAQ:EVGN), with analyst Ben Klieve reducing the price target to $3.50 from the previous $5.00. Despite the lowered price target, the firm has maintained a Buy rating on the company’s shares. Currently trading at $1.17, the stock has seen an 84% decline over the past year, though InvestingPro analysis suggests the stock is undervalued at current levels.

The revision comes amid expectations of potential catalysts for Evogene, specifically from its Casterra division. Klieve noted that a follow-on order from the major energy partner Eni has been a consistent driver and, with the initial 2023 order fulfilled, there is an increasing likelihood of another order slated for late 2025 or the first half of 2026. The company maintains a strong balance sheet with more cash than debt, though InvestingPro data indicates rapid cash burn remains a concern.

Evogene’s Casterra division could also benefit from two additional "wild cards" that may influence the company’s trajectory. These include potential outside investment and the possibility of securing an initial commercial agreement for castor oil. Klieve’s forward-looking model accounts for anticipated seed sales but does not yet factor in any commercial relationship regarding oil.

Despite a waning conviction over the past few quarters, Lake Street Capital Markets remains optimistic about Evogene’s prospects. The firm’s position is buoyed by the belief that Casterra could generate significant catalysts in 2025, which underpins the decision to maintain a Buy rating for Evogene stock. This optimism is supported by the company’s impressive 51% revenue growth over the last twelve months and a robust gross profit margin of 68.5%. For deeper insights into Evogene’s financial health and growth prospects, including 6 additional ProTips, check out the comprehensive analysis available on InvestingPro.

In other recent news, Evogene Ltd. reported its financial results for the first quarter of 2025, revealing a narrower-than-expected loss but a decline in revenue. The company’s earnings per share (EPS) stood at -$0.38, surpassing the forecasted -$0.73, while revenue fell to $2.4 million, missing the $4 million forecast. Additionally, Evogene announced the acquisition of most of LaVie Bio’s activities by ICL (TASE:ICL) for a total value of $15.25 million, along with the sale of its MicroBoost AI tech engine for $3.5 million. This transaction is anticipated to close in the second quarter of 2025. Analysts have not provided any upgrades or downgrades for Evogene, but the company expects to maintain financial stability through 2026. Furthermore, Evogene has been restructuring its operations, including the closure of Canonic operations, to enhance efficiency. The company is also exploring partnership opportunities in microbiome solutions and anticipates additional seed orders in 2025. These developments highlight Evogene’s ongoing efforts to focus on AI-driven drug discovery and restructuring to improve its financial standing.

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