Verastem, Inc. (NASDAQ:VSTM) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of Verastem, Inc. (NASDAQ:VSTM) have received a consensus recommendation of “Moderate Buy” from the eleven research firms that are presently covering the firm, MarketBeat Ratings reports. One analyst has rated the stock with a sell rating, one has given a hold rating, seven have given a buy rating and two have given a strong buy rating to the company. The average 12 month price target among brokers that have issued ratings on the stock in the last year is $14.00.

A number of brokerages have commented on VSTM. Alliance Global Partners reissued a “buy” rating on shares of Verastem in a report on Friday, May 8th. HC Wainwright reaffirmed a “buy” rating and issued a $18.00 target price on shares of Verastem in a research note on Wednesday, June 24th. Wall Street Zen upgraded shares of Verastem from a “sell” rating to a “hold” rating in a research report on Saturday, July 25th. Guggenheim set a $12.00 price target on shares of Verastem and gave the company a “buy” rating in a research note on Friday. Finally, Mizuho lowered their price target on shares of Verastem from $16.00 to $14.00 and set an “outperform” rating for the company in a report on Thursday, May 14th.

Insider Transactions at Verastem

In other Verastem news, CEO Dan Paterson sold 20,871 shares of the company’s stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $4.18, for a total transaction of $87,240.78. Following the transaction, the chief executive officer owned 591,242 shares of the company’s stock, valued at approximately $2,471,391.56. This represents a 3.41% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 26,262 shares of company stock worth $111,897. 1.94% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Verastem

A number of institutional investors and hedge funds have recently made changes to their positions in VSTM. Torray Investment Partners LLC bought a new position in Verastem in the fourth quarter valued at about $1,671,000. SG Americas Securities LLC raised its holdings in Verastem by 3,333.8% during the 4th quarter. SG Americas Securities LLC now owns 390,325 shares of the biopharmaceutical company’s stock worth $3,013,000 after purchasing an additional 378,958 shares during the last quarter. AIGH Capital Management LLC bought a new stake in Verastem during the 1st quarter worth about $10,600,000. Exome Asset Management LLC lifted its position in Verastem by 58.5% during the 1st quarter. Exome Asset Management LLC now owns 636,700 shares of the biopharmaceutical company’s stock valued at $3,375,000 after purchasing an additional 234,957 shares during the period. Finally, Foresite Capital Management VI LLC lifted its position in Verastem by 19.9% during the 4th quarter. Foresite Capital Management VI LLC now owns 3,135,120 shares of the biopharmaceutical company’s stock valued at $24,203,000 after purchasing an additional 520,000 shares during the period. Institutional investors own 88.37% of the company’s stock.

Key Stories Impacting Verastem

Here are the key news stories impacting Verastem this week:

• Positive Sentiment: Verastem reported a second-quarter loss of $0.35 per share, better than the $0.43–$0.46 loss analysts expected and improved from a $0.39 loss in the year-ago quarter. Revenue of $40.08 million substantially exceeded the approximately $22.88 million consensus estimate. Verastem Reports Q2 Loss, Beats Revenue Estimates
• Positive Sentiment: Management highlighted continued momentum for AVMAPKI FAKZYNJA and progress with VS-7375, supporting the company’s commercialization strategy and future pipeline potential. Verastem Oncology Reports Second Quarter 2026 Financial Results and Highlights Recent Business Updates
• Positive Sentiment: H.C. Wainwright reiterated its Buy rating and maintained an $18 price target, citing strong AVMAPKI FAKZYNJA momentum and progress with VS-7375. The target implies significant upside relative to the stock’s recent trading level. Verastem Reiterated as Buy
• Neutral Sentiment: Verastem amended its note purchase agreement with funds managed by Oberland Capital to support commercialization. The arrangement may improve funding flexibility, but investors will continue to monitor its financing costs and obligations. Verastem Restructures Oberland Financing
• Negative Sentiment: Despite the quarterly beat, Verastem remains deeply unprofitable, with a reported negative net margin and negative return on equity. Its full-year earnings outlook also remains a loss, limiting the impact of the quarterly improvement.
• Negative Sentiment: CEO Dan Paterson sold 1,302 shares under a pre-arranged Rule 10b5-1 trading plan. The transaction represented only about 0.22% of his holdings, so it is a relatively minor insider-selling signal. SEC Insider Trading Filing

Verastem Price Performance

Shares of VSTM stock opened at $6.74 on Friday. The stock’s fifty day moving average is $4.86 and its 200-day moving average is $5.38. The company has a debt-to-equity ratio of 0.89, a quick ratio of 3.00 and a current ratio of 3.04. The stock has a market capitalization of $592.24 million, a PE ratio of -2.53 and a beta of 0.26. Verastem has a 52 week low of $3.43 and a 52 week high of $11.24.

Verastem (NASDAQ:VSTM) last announced its earnings results on Thursday, August 6th. The biopharmaceutical company reported ($0.35) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.43) by $0.08. Verastem had a negative return on equity of 492.59% and a negative net margin of 231.59%.The company had revenue of $40.08 million during the quarter, compared to analyst estimates of $22.88 million. Equities research analysts expect that Verastem will post -1.58 EPS for the current fiscal year.

About Verastem

Verastem Oncology, Inc is a clinical-stage biopharmaceutical company focused on the discovery and development of small molecule therapies that target cancer stemness and resistance pathways. Established in 2010 and headquartered in Needham, Massachusetts, Verastem Oncology applies a precision-medicine approach to identify key signaling nodes responsible for tumor growth and relapse, with an emphasis on hematologic malignancies and solid tumors. The company’s research platform integrates insights into complex signaling networks to advance novel compounds from early discovery through clinical proof of concept.

The company’s lead marketed product is COPIKTRA (duvelisib), an oral inhibitor of PI3K-delta and PI3K-gamma, which received U.S.