Collegium Pharmaceutical (NASDAQ:COLL – Get Free Report) had its price target lowered by research analysts at Needham & Company LLC from $56.00 to $54.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm currently has a “buy” rating on the specialty pharmaceutical company’s stock. Needham & Company LLC’s price objective suggests a potential upside of 22.60% from the company’s current price.
COLL has been the topic of a number of other reports. Truist Financial set a $58.00 target price on Collegium Pharmaceutical in a report on Tuesday, February 10th. Wall Street Zen upgraded Collegium Pharmaceutical from a “buy” rating to a “strong-buy” rating in a research note on Saturday, November 8th. HC Wainwright reiterated a “buy” rating and set a $60.00 price target (up from $46.00) on shares of Collegium Pharmaceutical in a research report on Friday, January 9th. Barclays cut their price target on shares of Collegium Pharmaceutical from $58.00 to $56.00 and set an “overweight” rating for the company in a research note on Friday, January 9th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Collegium Pharmaceutical in a report on Monday, December 29th. Five equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Collegium Pharmaceutical presently has a consensus rating of “Moderate Buy” and an average target price of $53.00.
Read Our Latest Stock Analysis on COLL
Collegium Pharmaceutical Stock Down 3.7%
Collegium Pharmaceutical (NASDAQ:COLL – Get Free Report) last announced its quarterly earnings data on Thursday, February 26th. The specialty pharmaceutical company reported $2.04 earnings per share for the quarter, missing the consensus estimate of $2.20 by ($0.16). The company had revenue of $205.45 million for the quarter, compared to analyst estimates of $206.36 million. Collegium Pharmaceutical had a net margin of 7.72% and a return on equity of 102.03%. Collegium Pharmaceutical’s revenue for the quarter was up 12.9% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.77 EPS. As a group, analysts forecast that Collegium Pharmaceutical will post 5.62 earnings per share for the current year.
Insider Transactions at Collegium Pharmaceutical
In related news, Director Rita J. Balice-Gordon sold 3,650 shares of the company’s stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $47.03, for a total value of $171,659.50. Following the sale, the director owned 52,629 shares in the company, valued at $2,475,141.87. This represents a 6.49% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Scott Dreyer sold 17,600 shares of Collegium Pharmaceutical stock in a transaction on Monday, December 8th. The shares were sold at an average price of $48.17, for a total value of $847,792.00. Following the transaction, the executive vice president owned 103,613 shares of the company’s stock, valued at $4,991,038.21. The trade was a 14.52% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 2.51% of the company’s stock.
Institutional Inflows and Outflows
A number of large investors have recently modified their holdings of COLL. Rubric Capital Management LP lifted its holdings in shares of Collegium Pharmaceutical by 5.3% in the second quarter. Rubric Capital Management LP now owns 3,157,743 shares of the specialty pharmaceutical company’s stock worth $93,374,000 after buying an additional 157,743 shares in the last quarter. Vanguard Group Inc. boosted its stake in Collegium Pharmaceutical by 1.3% during the fourth quarter. Vanguard Group Inc. now owns 2,256,254 shares of the specialty pharmaceutical company’s stock valued at $104,465,000 after buying an additional 29,876 shares during the last quarter. Renaissance Technologies LLC grew its holdings in Collegium Pharmaceutical by 1.1% during the 4th quarter. Renaissance Technologies LLC now owns 1,617,349 shares of the specialty pharmaceutical company’s stock valued at $74,883,000 after buying an additional 18,160 shares in the last quarter. Janus Henderson Group PLC increased its stake in Collegium Pharmaceutical by 59.1% in the 4th quarter. Janus Henderson Group PLC now owns 1,448,578 shares of the specialty pharmaceutical company’s stock worth $67,026,000 after acquiring an additional 538,337 shares during the last quarter. Finally, Principal Financial Group Inc. raised its holdings in shares of Collegium Pharmaceutical by 0.3% during the 4th quarter. Principal Financial Group Inc. now owns 1,313,662 shares of the specialty pharmaceutical company’s stock worth $60,823,000 after acquiring an additional 3,891 shares in the last quarter.
Collegium Pharmaceutical News Roundup
Here are the key news stories impacting Collegium Pharmaceutical this week:
- Positive Sentiment: Recorded strong revenue growth: full‑year 2025 net revenues were a record $780.6M, up ~24% year‑over‑year — evidence of underlying sales momentum. Collegium Reports Fourth Quarter and Full-Year 2025 Financial Results
- Neutral Sentiment: Q4 net revenue of $205.45M was up ~13% year‑over‑year and broadly in line with expectations, supporting the growth narrative even though it wasn’t a beat. Collegium Pharmaceutical’s (NASDAQ:COLL) Q4 CY2025 Earnings Results: Revenue In Line With Expectations
- Neutral Sentiment: The company updated FY‑2026 revenue guidance to roughly $805M–$825M, which sits near consensus; management did not provide a clear EPS beat that would materially surprise investors. (Guidance detail reported in earnings releases and call materials.) View Press Release / Slide Deck
- Neutral Sentiment: Conference call, slide deck and press materials are available for investors to review management’s commentary on product performance (Jornay PM was highlighted in previews). Listen to Conference Call / View Materials
- Negative Sentiment: EPS missed estimates: Q4 GAAP EPS of $2.04 vs. Zacks/consensus ~ $2.19–$2.20, a shortfall that tends to pressure the share price despite sales growth. Collegium Pharmaceutical (COLL) Q4 Earnings and Revenues Miss Estimates
- Negative Sentiment: Revenue was slightly below consensus ($205.45M vs. ~$206.4M) and the EPS miss widened focus on margins and profitability despite a strong ROE and improving sales. Collegium Pharmaceutical (COLL) Reports Q4 Earnings: What Key Metrics Have to Say
About Collegium Pharmaceutical
Collegium Pharmaceutical, Inc is a specialty pharmaceutical company focused on the development, manufacture and commercialization of products for pain management and opioid dependence. The company’s core expertise lies in its DETERx microsphere technology, a platform designed to provide extended-release delivery of active pharmaceutical ingredients while deterring manipulation for unintended routes of abuse.
The company’s principal marketed products include Xtampza® ER (extended-release oxycodone), which received approval from the U.S.
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