Nurix stock price target lowered to $33 at H.C. Wainwright on higher expenses

Published 14/10/2025, 12:28
Nurix stock price target lowered to $33 at H.C. Wainwright on higher expenses

Investing.com - H.C. Wainwright lowered its price target on Nurix (NASDAQ:NRIX) to $33.00 from $34.00 on Tuesday, while maintaining a Buy rating on the stock following the company’s third-quarter financial results. The stock, currently trading at $9.72, has experienced significant volatility this year with a -48.41% year-to-date return. According to InvestingPro analysis, the company appears undervalued at current levels.

The biotechnology company reported a net loss of $1.03 per share for the fiscal third quarter of 2025, which exceeded H.C. Wainwright’s previous estimate of a $0.68 per share loss. Nurix posted $7.9 million in collaboration and license revenue, significantly below the research firm’s forecast of $30 million. InvestingPro data reveals that 11 analysts have recently revised their earnings estimates downward, reflecting growing concerns about the company’s near-term profitability.

Operating expenses came in higher than anticipated, with research and development costs reaching $86.1 million compared to the estimated $78.1 million. Selling, general, and administrative expenses were $13.2 million, slightly below the projected $14.3 million.

Nurix ended the quarter with approximately $428.8 million in cash and cash equivalents. According to H.C. Wainwright, these financial resources should provide the company with an operational runway extending into the first half of 2027.

The slight reduction in the price target reflects H.C. Wainwright’s updated forecast for higher operating expenses in future quarters, though the firm maintained its positive outlook on the stock with its Buy rating.

In other recent news, Nurix Therapeutics reported a third-quarter loss of $1.03 per share, which was significantly wider than the analyst expectation of $0.83 per share. The company’s revenue for the quarter was $7.89 million, falling short of the consensus estimate of $16.05 million and down from $12.6 million in the same period last year. The decline in revenue was mainly due to decreased collaboration revenue from Sanofi as the initial research term for certain drug targets concluded. Following these financial results, Leerink Partners adjusted its price target for Nurix to $12.00 from $16.00, maintaining a Market Perform rating. This adjustment was influenced by Nurix’s third-quarter earnings report and pipeline update, which included plans for pivotal and confirmatory trials of its BTK degrader bexobrutideg in chronic lymphocytic leukemia. Stifel also revised its price target for Nurix, lowering it to $33.00 from $35.00, while maintaining a Buy rating. The revision was due to Stifel’s updated financial estimates reflecting modestly higher operating expenses expected in the fiscal year 2025 and beyond. These developments highlight the ongoing adjustments in analyst expectations following the company’s recent financial performance.

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