
ImmunityBio (IBRX) Stock Forecast & Price Target
ImmunityBio (IBRX) Analyst Ratings
Bulls say
ImmunityBio Inc. reported a significant increase in ANKTIVA revenues, achieving a remarkable 700% growth to $113 million in 2025, with projections indicating continued expansion to $195 million in 2026. The company's overall net revenue for the fourth quarter of 2025 increased by $31.1 million, culminating in a year-end total of $98.8 million, largely attributed to the sales growth of ANKTIVA following its approval in April 2024. ImmunityBio's strategic partnerships in Europe and the UAE, along with plans for broader market access in the Middle East and North Africa, further bolster its commercial outlook, supporting an increased enterprise value assessment to $13.62 billion.
Bears say
ImmunityBio Inc. experienced a notable decrease in its selling, general, and administrative (SG&A) expenses, which fell by $18.8 million to $150.0 million for the year ending December 31, 2025, indicating some cost control but also may suggest limited growth drivers. The company's valuations for its key products, ANKTIVA and PD-L1 t-haNK in pancreatic cancer, declined to $250 million and $729 million, respectively, highlighting a downward adjustment in expectations regarding their future revenue potential. A significant concern arises from the FDA's issuance of a Refusal to File (RTF) letter for the QUILT-3.032 trial, which underscores regulatory risks and potential setbacks that could impede the company's clinical development and financial outlook.
This aggregate rating is based on analysts' research of ImmunityBio and is not a guaranteed prediction by Public.com or investment advice.
ImmunityBio (IBRX) Analyst Forecast & Price Prediction
Start investing in ImmunityBio (IBRX)
Order type
Buy in
Order amount
Est. shares
0 shares