VSTM
VerastemCNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
At close
2026-07-21
Current thesis
The cleanest positive read-through is that AVMAPKI FAKZYNJA CO-PACK is generating real commercial revenue, with the May 2026 presentation citing about $50 million of cumulative net product revenue since launch, 400+ unique U.S. prescribers through April 2026, and management’s view that the franchise can become self-sustaining in 2H 2026 [#8-K-2026-05-07].
Posture
Mixed
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -12.4.
What can break
Coverage is low and the peer set is loose, so the post-earnings read-through has less external validation than a higher-coverage biotech and should be treated as a monitoring view rather than a high-conviction rerating call.
Momentum
63
Value
41
Sentiment
58
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $6.75 · Bull $10.50 · Bear $3.25
Data freshness
Prices
As of 2026-07-21
Fundamentals
As of 2026-07-20 • Vendor: Data Vendor v1
Scores
As of 2026-07-21 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-21
Investment thesis
As of 2026-07-21
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $15.00
Why
Momentum63 · Δ7d +26.3
Value41 · Δ7d +0.1
Sentiment58 · Δ7d -12.4
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Sentiment · See AI snapshot
Momentum
63
26% active weight
Current posture
7d trendSoftening
Δ7d
+26.3
Δ21d
+59.4
Value
41
39% active weight
Current posture
7d trendFlat
Δ7d
+0.1
Δ21d
-0.0
Sentiment
58
34% active weight
Current posture
7d trendSoftening
Δ7d
-12.4
Δ21d
-40.6
Why this grade
Composite grade C. Momentum 62.5 / Value 41.1 / Sentiment 57.8
Fundamentals (TTM)As of 2026-07-20
Fundamentals (TTM)
As of 2026-07-20
Market Cap
$505.27M
Beta
0.42
Shares Out
87.87M
P/E (TTM) · Derived
-1.9
P/S (TTM)
39.62
P/FCF (TTM) · Derived
-3.15
Rev YoY
-78.6%
EPS YoY
-61.3%
Gross Margin
+82.9%
Op Margin
-1211.4%
Net Debt
-$117.82M
Current Ratio
3.04
As of 2026-07-21 • Updated nightlySource: Internal modelMethodology