Humacyte stock rating reiterated at Buy by Benchmark despite revenue miss

Published 12/08/2025, 15:34
Humacyte stock rating reiterated at Buy by Benchmark despite revenue miss

Investing.com - Benchmark has reiterated its Buy rating and $14.00 price target on Humacyte (NASDAQ:HUMA), currently trading at $1.91, despite the company reporting lower-than-expected second-quarter revenue. The stock has declined over 73% in the past year, though InvestingPro data shows analyst targets ranging from $3 to $25, suggesting significant potential upside.

Humacyte posted revenue of $0.3 million for the quarter, falling short of Benchmark’s estimate of $1.0 million and the consensus estimate of $0.8 million. The company had previously indicated that sales in the first half of the year would be a "trickle" with the majority of revenue expected in the second half. InvestingPro analysis reveals the company maintains a healthy current ratio of 3.68, indicating strong short-term liquidity despite current challenges.

The research firm noted that Humacyte made good progress in building its customer base, though the onboarding process is taking longer than expected. Benchmark has adjusted its revenue estimates, pushing them further out due to these early commercialization challenges. For deeper insights into Humacyte’s financial health and growth prospects, investors can access the comprehensive Pro Research Report available on InvestingPro, which covers over 1,400 US stocks.

Despite these setbacks, Benchmark believes Humacyte is positioned to gain significant market share for surgical procedures requiring vascular grafts. These applications include trauma reconstruction, vascular access for dialysis patients, peripheral arterial disease repair, and eventually coronary artery bypass grafts and a BioVascular Pancreas.

Humacyte’s product pipeline continues to advance, with plans to file an Investigational New Drug application for coronary artery bypass grafting later in 2025 and a supplemental Biologics License Application during the second half of 2026 for dialysis AV access.

In other recent news, Humacyte reported its second-quarter 2025 financial results, which fell short of expectations. The company announced revenue of $301,000, significantly below the anticipated $1.01 million, with $100,000 coming from Symvess product sales and $201,000 from a research collaboration. Earnings per share were reported at -$0.24, missing the forecasted -$0.16. Following these results, H.C. Wainwright lowered its price target for Humacyte to $3.00 from $4.00, while maintaining a Buy rating. Similarly, BTIG adjusted its price target to $7.00 from $8.00, also maintaining a Buy rating. Both firms cited the mixed financial results as reasons for the adjustments. These developments reflect recent challenges faced by Humacyte in meeting market expectations.

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