Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$2.1B
224M shares
52-week range
$7.21 – $20.46
14% from low
Sector
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
Exchange
NASDAQ
CS
P/S (TTM)
4.1
EV / FCF (TTM)
18.6
ADMA Biologics Inc is an end-to-end commercial biopharmaceutical company dedicated to manufacturing, marketing, and developing specialty plasma-derived biologics for the treatment of immunodeficient patients at risk for infection and others at risk for certain infectious diseases. The segments of the company are ADMA BioManufacturing, which generates maximum revenue, Plasma Collection Centres, and the corporate segment. The company sells plasma-derived intermediate fractions to certain customers, which are generated as part of its FDA-approved manufacturing process for IG and IVIG products. It also provides laboratory contracting services to certain customers and anticipates providing contract filling, labeling & packing services. The company derives maximum revenue from the United States.
www.admabiologics.comNo one on the platform currently holds ADMA.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 1,262,634 | $11.4M |
| Bridgewater Associatesas of 2026-03-31 | 472,108 | $4.3M |
No one on the platform has traded ADMA yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 32.8% | — | — | — | ||
| Rev. Growth % | 19.6% | 64.6% | ||||
| Profit Margin % | 28.8% | -13.4% | -117.3% | |||
| Free Cash Flow Margin % | 5.5% | -34.1% | -144.4% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +9.9% on the P/E track.
At today's price, your expected annual return is +17.0% on the P/E track.
At today's price, your expected annual return is +24.2% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $535M | +4.8% | $0.80 | $0.76–$0.84 | 11.4× | 3 |
| 2027 | $630M | +17.6% | $0.94 | $0.80–$1.14 | 9.6× | 3 |
| 2028 | $729M | +15.8% | $1.20 | $1.03–$1.33 | 7.6× | 3 |
| 2029 | $838M | +14.9% | $1.46 | $1.34–$1.64 | 6.2× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.16 | $0.16 | -2.0% |
| 2026-05-06 | $0.19 | $0.19 | -1.7% |
| 2026-02-25 | $0.18 | $0.20 | +8.1% |
| 2025-11-05 | $0.16 | $0.16 | +0.0% |
| 2025-08-06 | $0.14 | $0.15 | +7.1% |
| 2025-05-07 | $0.16 | $0.14 | -12.5% |
| 2025-03-03 | $0.15 | $0.14 | -6.7% |
| 2024-11-07 | $0.13 |
| $0.15 |
| +15.4% |
| $3.5B |
| — |
| LGNDLigand Pharmaceuticals Incorporated | $280.65 | -1.34% | $5.6B | — |
| MIRMMirum Pharmaceuticals, Inc. | $96.75 | -1.50% | $5.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
$ADMA http://www.newsfilecorp.com/release/314105/Berger-Montague-PC-Investigates-ADMA-Biologics-Inc.s-Board-of-Directors-for-Breach-of-Fiduciary-Duty-ADMA
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$ADMA Any thoughts on why this is being walked down, or just the usual noise that we may see in the months preceding an ER?
View on StockTwits ↗$ADMA Seems choppy today. A lot of noise for a profitable, growing business that hit what looks like a temporary rough patch. Just my opinion(s). Not adv8ce.
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$ADMA https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-adma/adma-biologics/news/adma-biologics-adma-slides-before-earnings-is-the-stock-stil
View on StockTwits ↗$ADMA I believe there is a significant disconnect between the current share price and the underlying value of the company. This disconnect is not necessarily due to this being a speculative investment, in my view. On the contrary, it looks to me like the price reflects a loss of faith in management's ability to correctly forecast growth. If there are buyers with deep pockets who still believe in the growth story of ASCENIV, I would consider the possibility of said buyers being interested in making an attempt to buy this business for a hefty, yet reasonable premium before the market learns if the growth story of ASCENIV is proven to be real in the coming quarters. Within the last 12 months, we've seen the share price at more than double the current levels, and the short report, in concert with a weakening environment for BIVIGAM, created a perfect storm-like scenario wherein the share price cratered. I believe the worst is behind ADMA. Good luck everyone!
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$ADMA If you analyze the investors in detail on fintel.io, you’ll see that there have indeed been some interesting moves pointing toward activist tendencies.
View on StockTwits ↗$ADMA If someone offered $17 per share to acquire this tomorrow, I think there would be a real conversation about that... Ultimately, $18-$20 per share would be hard to outright refuse at this time, in my opinion.
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$ADMA In my opinion, this is a takeover candidate.
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$ADMA Bad economy or not, there's nothing quite like ASCENIV, and the fact that it's already doing as well as it is proves to me that its current success is no fluke. There's no substitute for the feeling of having an angry medical professional passionately squirting a hot load of payor-covered ASCENIV allover an immunocompromised face as it drips down the patient's chin and they relentlessly beg for more. Now, I'm no healthcare worker, but that's how I imagine the drug is administered if it's anything like my visits to my Urologist every week for what he says are mandatory physical examinations 😬😳🫣
View on StockTwits ↗$ADMA with all the misses in cardio and muscle it’s great to have a cash generating , de risked asset (Asceniv)
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.