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Verastem

VSTM · NASDAQ

$9.34+$0.72 (+8.35%)TodayMarket closed ·
Prev close $8.62

VSTM analyst rating

BuyConsensus of 7 analysts over the last 12 months. 100% rate it a buy.
  • Strong buy0
  • Buy7
  • Hold0
  • Underperform0
  • Sell0

12-month price target · 11 analysts

Average $14.96 (+60.2% upside)

Low
$11.11
Now
$9.34
High
$18.90

Upgrades and downgrades

The latest rating actions, newest first

VSTM analyst upgrades, downgrades and rating actions
FirmDateActionRating
BTIGOct 19, 2026MaintainsBuy
MizuhoOct 16, 2026MaintainsOutperform
JefferiesOct 15, 2026MaintainsBuy
RBC CapitalOct 15, 2026MaintainsOutperform
BTIGOct 15, 2026MaintainsBuy
BTIGOct 8, 2026MaintainsBuy
HC Wainwright & Co.Oct 5, 2026MaintainsBuy
BTIGOct 5, 2026MaintainsBuy
Wolfe ResearchSep 17, 2026InitiatesOutperform
HC Wainwright & Co.Sep 11, 2026MaintainsBuy

The case for and against

Updated Oct 15, 2026

Bull case

Verastem is viewed favorably because avutometinib plus defactinib has shown strong and durable activity in LGSOC, including an 18% confirmed ORR and 13-month median PFS in KRAS wild-type patients, supporting potential label expansion beyond the current KRAS-mutant setting. The company’s dual RAF/MEK and FAK inhibition has a compelling biological rationale in RAS-driven resistance biology, while the franchise could benefit from a broad addressable market of roughly 1K-2K new LGSOC patients per year and data showing 64% of responders maintained responses at two years. Verastem is also supported by VS-7375, which has early efficacy and a cleaner safety profile versus historical competitors, with 190+ patients enrolled across TARGET-D 101 and registrational studies advancing toward completion expected by YE26, reinforcing the case for meaningful future commercialization upside.

Bear case

Verastem is a clinical-stage biopharmaceutical company whose valuation depends heavily on uncertain long-dated assumptions, including FY37 GAAP EPS of $4.31, an 18x multiple, a 14% discount rate, and a modest 1% terminal growth rate, which highlights how much future execution is already embedded in the stock. Its lead programs face meaningful clinical and regulatory risk, since trials can fail to show efficacy, approval can be delayed, and even the VS-7375 and cetuximab combination still carries questions around additive benefit in PDAC and tolerability given rash rates and prior cetuximab toxicity. The company also faces intense competitive pressure from better-resourced peers and may need additional equity financing to fund development, creating dilution risk alongside manufacturing and commercial uncertainty.

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