Verastem (NASDAQ:VSTM) Research Coverage Started at HC Wainwright

HC Wainwright initiated coverage on shares of Verastem (NASDAQ:VSTM) in a research note published on Wednesday morning, MarketBeat.com reports. The brokerage issued a buy rating and a $18.00 price target on the biopharmaceutical company’s stock. HC Wainwright also issued estimates for Verastem’s Q4 2025 earnings at ($0.52) EPS, FY2025 earnings at ($3.21) EPS, Q1 2026 earnings at ($0.49) EPS, Q2 2026 earnings at ($0.49) EPS, Q3 2026 earnings at ($0.47) EPS, Q4 2026 earnings at ($0.41) EPS, FY2026 earnings at ($1.86) EPS, FY2027 earnings at ($0.44) EPS, FY2028 earnings at $0.29 EPS, FY2029 earnings at $0.89 EPS and FY2030 earnings at $2.30 EPS.

Several other research analysts have also recently weighed in on VSTM. Royal Bank Of Canada set a $13.00 price target on shares of Verastem and gave the stock an “outperform” rating in a report on Monday, October 20th. Cantor Fitzgerald raised shares of Verastem to a “strong-buy” rating in a research report on Thursday, October 30th. Guggenheim reaffirmed a “buy” rating on shares of Verastem in a report on Tuesday, December 30th. Zacks Research downgraded Verastem from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Finally, Mizuho set a $15.00 price objective on Verastem in a research report on Wednesday, October 29th. Two analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Verastem currently has an average rating of “Moderate Buy” and a consensus target price of $15.83.

Verastem Stock Performance

Shares of Verastem stock opened at $6.67 on Wednesday. The business has a 50-day moving average price of $7.75 and a two-hundred day moving average price of $8.26. Verastem has a 1-year low of $4.01 and a 1-year high of $11.24. The company has a current ratio of 2.58, a quick ratio of 2.55 and a debt-to-equity ratio of 2.06. The company has a market cap of $445.42 million, a P/E ratio of -1.66 and a beta of 0.41.

Verastem (NASDAQ:VSTM) last posted its quarterly earnings results on Tuesday, November 4th. The biopharmaceutical company reported ($1.35) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.51) by ($0.84). The business had revenue of $11.24 million during the quarter, compared to analysts’ expectations of $5.76 million. As a group, analysts anticipate that Verastem will post -3.02 EPS for the current year.

Insider Buying and Selling at Verastem

In other Verastem news, Director Michael Kauffman sold 8,550 shares of the stock in a transaction on Friday, November 21st. The stock was sold at an average price of $10.00, for a total transaction of $85,500.00. Following the sale, the director owned 8,666 shares in the company, valued at $86,660. This represents a 49.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Daniel Calkins sold 5,039 shares of the business’s stock in a transaction on Monday, January 12th. The shares were sold at an average price of $7.16, for a total value of $36,079.24. Following the sale, the chief financial officer owned 104,719 shares in the company, valued at approximately $749,788.04. The trade was a 4.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 50,478 shares of company stock worth $462,045. 2.10% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Verastem

Several large investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its position in Verastem by 1.6% in the 3rd quarter. Vanguard Group Inc. now owns 3,479,011 shares of the biopharmaceutical company’s stock worth $30,720,000 after buying an additional 55,394 shares during the last quarter. BVF Inc. IL raised its stake in shares of Verastem by 62.1% during the second quarter. BVF Inc. IL now owns 3,404,425 shares of the biopharmaceutical company’s stock worth $14,128,000 after acquiring an additional 1,303,957 shares in the last quarter. Nantahala Capital Management LLC lifted its holdings in shares of Verastem by 28.5% in the 2nd quarter. Nantahala Capital Management LLC now owns 2,954,735 shares of the biopharmaceutical company’s stock worth $12,262,000 after acquiring an additional 656,194 shares during the last quarter. Vivo Capital LLC boosted its stake in shares of Verastem by 71.9% in the 3rd quarter. Vivo Capital LLC now owns 2,644,985 shares of the biopharmaceutical company’s stock valued at $23,355,000 after purchasing an additional 1,106,524 shares in the last quarter. Finally, Foresite Capital Management VI LLC grew its holdings in shares of Verastem by 104.9% during the 3rd quarter. Foresite Capital Management VI LLC now owns 2,615,120 shares of the biopharmaceutical company’s stock valued at $23,092,000 after purchasing an additional 1,338,600 shares during the last quarter. Institutional investors own 88.37% of the company’s stock.

Trending Headlines about Verastem

Here are the key news stories impacting Verastem this week:

• Positive Sentiment: Preliminary Q4 and full‑year 2025 revenue came in stronger than investors expected, driven by sales from the Avmapki Fakzynja co‑pack partnership; the release prompted the near‑term stock rally. Verastem preliminary results
• Positive Sentiment: HC Wainwright reiterated a “Buy” rating and an $18 price target and updated long‑range EPS forecasts — notably raising FY2028 and FY2029 estimates and projecting much larger positive EPS by FY2030 — signaling growing analyst confidence in Verastem’s path to profitability. This analyst support likely amplified buying interest. HC Wainwright estimates (MarketBeat)
• Neutral Sentiment: CEO Dan Paterson filed a small sale of 970 shares at about $6.69 on Feb. 4; the sale is modest relative to his remaining holdings and likely has limited informational weight for investors. SEC filing
• Negative Sentiment: HC Wainwright’s near‑term forecasts still show multi‑year losses (FY2025–FY2027 and FY2026 EPS pegged negative), so while long‑term outlook is improving, the company remains unprofitable in the medium term — a risk for investors focused on near‑term cash burn or dilution. HC Wainwright estimates (MarketBeat)

About Verastem

Verastem Oncology, Inc is a clinical-stage biopharmaceutical company focused on the discovery and development of small molecule therapies that target cancer stemness and resistance pathways. Established in 2010 and headquartered in Needham, Massachusetts, Verastem Oncology applies a precision-medicine approach to identify key signaling nodes responsible for tumor growth and relapse, with an emphasis on hematologic malignancies and solid tumors. The company’s research platform integrates insights into complex signaling networks to advance novel compounds from early discovery through clinical proof of concept.

The company’s lead marketed product is COPIKTRA (duvelisib), an oral inhibitor of PI3K-delta and PI3K-gamma, which received U.S.