XOMA stock rating reiterated at Buy by H.C. Wainwright with $104 target

Published 21/08/2025, 12:24
XOMA stock rating reiterated at Buy by H.C. Wainwright with $104 target

Investing.com - H.C. Wainwright has reiterated its Buy rating on XOMA, Ltd. (NASDAQ:XOMA) with a price target of $104.00, highlighting the company’s diverse business model. The stock currently trades at $32.46, near its 52-week high of $35, after posting impressive returns of 38% over the past six months.

The firm noted XOMA continues to build its royalty portfolio while also participating in company acquisitions to license out assets and acquiring distressed companies to gain a percentage of remaining cash.

XOMA reported second quarter 2025 earnings per share of $0.44, significantly exceeding H.C. Wainwright’s estimate of ($0.06), with the difference primarily attributed to GAAP accounting for deemed preferred dividends.

Revenue for the quarter came in at $13.2 million, surpassing the analyst’s estimate of $8.5 million, though the firm cautioned that quarterly revenues are expected to remain variable due to the timing of milestone payments.

H.C. Wainwright expressed continued confidence in XOMA’s creativity in expanding its partnered assets and ability to generate non-dilutive cash, noting the company already has approved assets generating revenue, late-stage assets in development, and a deep early-stage portfolio. According to InvestingPro, which features 8 additional key insights about XOMA, the stock currently appears overvalued relative to its Fair Value.

In other recent news, XOMA, Ltd. reported impressive second-quarter 2025 financial results, with revenue reaching $13.1 million, surpassing Leerink Partners’ estimate of $10.4 million. The company also posted a GAAP earnings per share of $0.44, significantly exceeding the analyst’s projection of -$0.07. Following these results, Leerink Partners reiterated an Outperform rating on XOMA, maintaining a price target of $55.00. Additionally, XOMA Royalty Corporation has been active in acquisitions, entering into agreements to acquire HilleVax, Inc. and LAVA Therapeutics N.V. in separate transactions. The deals include cash payments per share and contingent value rights (CVR) offering potential future payments. In the case of HilleVax, XOMA Royalty will pay $1.95 per share, while LAVA Therapeutics will be acquired for between $1.16 and $1.24 per share. Furthermore, XOMA has announced a merger agreement to acquire Turnstone Biologics for $0.34 per share plus a CVR. These strategic moves highlight XOMA’s continued expansion efforts in the biotech sector.

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