ADMA Biologics, Inc. (ADMA) is followed by a small but reasonably current group of sell-side analysts. Four identifiable, recent targets were reviewed: Cantor Fitzgerald at $12 (Hold), Mizuho at $17 (Buy, lowered from $20), Canaccord Genuity at $18 (Buy), and Raymond James at $21 (Outperform). The arithmetic mean of these four targets is $17.00, which rounds cleanly to $17 — the central target used here.
The range is wide, from $12 to $21, reflecting genuine disagreement about how quickly ADMA's plasma-derived immunoglobulin franchise can offset pressure in the standard immune globulin (IG) market. The bullish view, articulated by Raymond James, argues that ADMA's growth is insulated from Most Favored Nation drug-pricing policies, tariffs, and Medicare price negotiations because of its U.S.-based manufacturing and plasma-derived products. Canaccord has pointed to ASCENIV's expanded FDA label for primary immunodeficiency patients as young as two years old as a durable growth driver. The more cautious Cantor target implies limited upside from current levels. This is an average of individual analyst targets, not an independently published consensus figure.
ADMA shares recently traded near $11.07, down materially from a 52-week high of $20.46 set in December 2025 and well above the 52-week low of $7.21 reached in March 2026. To reach $17, the stock would need to rise about 54% — a substantial move that implies both a re-rating and continued operational execution.
The path toward that level likely runs through sustained ASCENIV growth. In the second quarter of 2026, ASCENIV revenue rose 24% year over year to $102.9 million, while BIVIGAM fell 49% to $19.4 million, though management described BIVIGAM as stabilizing sequentially. Gross margin expanded to 69% from 55% a year earlier, and adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) grew 22% to $61.8 million. The company reiterated full-year 2026 guidance of $530 million to $560 million in revenue and $170 million to $200 million in adjusted net income.
Several verified factors could support upside. ASCENIV remains the company's primary growth engine, benefiting from an expanded label and a favorable mix shift toward a higher-margin hyperimmune product. Gross margin expansion of roughly 14 percentage points year over year reflects both that mix shift and a yield-enhanced manufacturing process approved in 2025. ADMA is also generating cash and has targeted at least $200 million in share repurchases during 2026, which can support EPS (earnings per share). Its pipeline candidate SG-001, with a pre-IND (pre-Investigational New Drug) submission planned by year-end, represents an optionality analysts see as potentially meaningful over time. At a forward P/E (price-to-earnings ratio) around 13.5, the stock trades at a discount to many high-growth biopharma peers, giving room for multiple expansion if execution holds.
The principal obstacle is BIVIGAM's erosion in the standard IG market, which has pressured total revenue growth to roughly 2% year over year. A recent short-seller report raised questions about receivables, inventories, and BIVIGAM's competitive position — concerns analysts acknowledge even as they expect quarterly results and management commentary to clarify them. ADMA's stock is down sharply from its late-2025 high, and the wide analyst range shows that the market is not yet confident the ASCENIV franchise can fully offset IG-market weakness. Any further guidance reduction, pricing pressure, or margin compression could keep the stock well below the $17 central target.
ADMA's long-term structure remains challenged after the decline from $20.46 to $7.21. The $20 area near the December 2025 high is a distant resistance zone, while $7.21 marks a durable 2026 low. Between those extremes, the recent recovery toward $11 places the stock in the middle of its 52-week range, with the $17 central target sitting below the prior high but well above current support. A move toward $17 would require breaking back above prior consolidation levels from earlier in 2026, and the round-number $15 and $20 zones are natural psychological markers to watch.
Analyst price targets generally reflect a research horizon of approximately 12 months, though individual analysts may differ. The most important near-term catalysts include ADMA's next quarterly earnings (expected around early November 2026), updates on ASCENIV demand and BIVIGAM stabilization, progress on the SG-001 pre-IND submission, and any revision to full-year guidance. Investors should also watch analyst target changes, commentary on the short-seller report, and share-repurchase activity, all of which can shift sentiment toward or away from the $17 level.
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The $17 central target reflects the average of four current analyst price targets spanning $12 to $21. With shares near $11.07, reaching that level would require a substantial gain of roughly 54%. The strongest supports are ASCENIV's 24% growth, expanding gross margins, strong cash generation, and an undemanding forward valuation. The principal obstacles are BIVIGAM's decline, the unresolved short-seller questions, and a wide dispersion in analyst expectations that signals meaningful uncertainty. The outcome will likely hinge on whether ASCENIV's momentum and margin improvement continue to outpace standard IG market pressures. The $17 target is an analytical reference point, not a forecast or a guaranteed outcome.
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A.I.dvisor indicates that over the last year, ADMA has been loosely correlated with MAZE. These tickers have moved in lockstep 36% of the time. This A.I.-generated data suggests there is some statistical probability that if ADMA jumps, then MAZE could also see price increases.
| Ticker / NAME | Correlation To ADMA | 1D Price Change % | ||
|---|---|---|---|---|
| ADMA | 100% | -3.07% | ||
| MAZE - ADMA | 36% Loosely correlated | -3.53% | ||
| ENGN - ADMA | 36% Loosely correlated | -5.23% | ||
| VCYT - ADMA | 36% Loosely correlated | -2.02% | ||
| AMRN - ADMA | 34% Loosely correlated | +0.17% | ||
| TAOX - ADMA | 33% Loosely correlated | -11.13% | ||
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