XERS

The subdued stock price reaction suggests that Xeris Biopharma Holdings, Inc.'s (NASDAQ:XERS) strong earnings didn't offer any surprises. Our analysis suggests that investors might be missing some promising details. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Many investors haven't heard of the accrual ratio from cashflow, but it is actually a useful measure of how well a company's profit is backed up by free cash flow (FCF) during a given period. To get the accrual ratio we first subtract FCF from profit for a period, and then divide that number by the average operating assets for the period. The ratio shows us how much a company's profit exceeds its FCF. That means a negative accrual ratio is a good thing, because it shows that the company is bringing in more free cash flow than its profit would suggest. That is not intended to imply we should worry about a positive accrual ratio, but it's worth noting where the accrual ratio is rather high. Notably, there is some academic evidence that suggests that a high accrual ratio is a bad sign for near-term profits, generally speaking. Xeris Biopharma Holdings has an accrual ratio of -0.27 for the year to March 2026. That implies it has very good cash conversion, and that its earnings in the last year actually significantly understate its free cash flow. To wit, it produced free cash flow of US$48m during the period, dwarfing its reported profit of US$12.0m. Notably, Xeris Biopharma Holdings had negative free cash flow last year, so the US$48m it produced this year was a welcome improvement. Unfortunately for shareholders, the company has also been issuing new shares, diluting their share of future earnings. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. One essential aspect of assessing earnings quality is to look at how much a company is diluting shareholders. As it happens, Xeris Biopharma Holdings issued 7.8% more new shares over the last year. Therefore, each share now receives a smaller portion of profit. To talk about net income, without noticing earnings per share, is to be distracted by the big numbers while ignoring the smaller numbers that talk to per share value. Check out Xer...

Investors in Xeris Biopharma Holdings, Inc. (NASDAQ:XERS) had a good week, as its shares rose 8.2% to close at US$6.63 following the release of its first-quarter results. Xeris Biopharma Holdings beat expectations by 3.9% with revenues of US$83m. It also surprised on the earnings front, with an unexpected statutory profit of US$0.01 per share a nice improvement on the losses that the analysts forecast. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Following the latest results, Xeris Biopharma Holdings' six analysts are now forecasting revenues of US$383.9m in 2026. This would be a major 22% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to jump 69% to US$0.12. In the lead-up to this report, the analysts had been modelling revenues of US$383.3m and earnings per share (EPS) of US$0.10 in 2026. Although the revenue estimates have not really changed, we can see there's been a substantial gain in earnings per share expectations, suggesting that the analysts have become more bullish after the latest result. View our latest analysis for Xeris Biopharma Holdings The consensus price target was unchanged at US$11.29, implying that the improved earnings outlook is not expected to have a long term impact on value creation for shareholders. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Xeris Biopharma Holdings, with the most bullish analyst valuing it at US$18.00 and the most bearish at US$8.00 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business. Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and...

Interested in Xeris Biopharma Holdings, Inc.? Here are five stocks we like better. Xeris Biopharma posted strong Q1 2026 results, with total revenue up 38% year over year to $83.1 million and net product revenue up 43%. The company also raised the low end of its full-year revenue guidance to $380 million-$390 million. RECORLEV was the main growth driver, with revenue nearly doubling to about $50 million on record referrals and new patient starts. Management said the product should benefit further from the recent commercial expansion, especially in the second half of 2026. GVOKE was flat in the quarter at $20.8 million as Medicare-related coverage and cost changes pressured prescription volume, though Xeris expects modest full-year growth. Meanwhile, KEVEYIS continued to grow and the company remains on track to start a Phase 3 trial for XP-8121 later this year. Xeris Biopharma (NASDAQ:XERS) reported a sharp increase in first-quarter 2026 revenue and raised the low end of its full-year revenue outlook, citing strong demand for RECORLEV and continued execution across its commercial portfolio. On the company’s earnings call, Chief Executive Officer John Shannon said Xeris was “off to an amazing start in 2026,” pointing to 43% growth in first-quarter net product revenue to more than $82 million. Chief Financial Officer Steve Pieper said total revenue for the quarter was $83.1 million, up 38% year over year, while net product revenue rose 43% to $82.5 million. → Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30% The company now expects full-year revenue of $380 million to $390 million, compared with its prior range of $375 million to $390 million. Shannon said the updated outlook reflects “the positive demand trends we are seeing overall, especially for RECORLEV.” RECORLEV was the primary growth driver in the quarter. Shannon said revenue for the product nearly doubled to $50 million, representing 95% growth and a $24 million increase from the prior-year period. Pieper reported RECORLEV net revenue of $49.8 million, up $24.2 million year over year. → Light Speed Returns: Corning Cashes In on NVIDIA Growth Management attributed the growth to record referrals and record new patient starts. Shannon said the company saw a significant increase in new patients after typical first-quarter payer resets, particularly in March, which contributed to management’...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Recorlev revenue nearly doubled to $50 million, fueled by record referrals and new patient starts following a significant commercial expansion. Management attributes Recorlev's success to a high volume of newly diagnosed patients, with approximately 60% of starts being therapy-naive. Gvoke performance was slightly below internal expectations due to Medicare policy changes that increased patient out-of-pocket costs and deductibles. Keveyis demonstrated durability in the ultra-rare market, achieving 4% growth through a combination of net pricing improvements and patient retention. The company successfully completed its commercial expansion, nearly doubling the Recorlev sales force to 80 reps and increasing physician targets to 12,000. Profitability improved significantly, with net income reaching $2.2 million compared to a loss in the prior year, driven by operating leverage and an 87% gross margin. Full-year revenue guidance was raised at the low end to $380 million to $390 million, reflecting confidence in sustained Recorlev demand. Management expects the full impact of the expanded commercial infrastructure to contribute incrementally starting in the second half of 2026. XP-8121 is on track for Phase III initiation in late 2026, with a program review scheduled for this fall to detail trial design. Gvoke is expected to return to steady growth as prescription demand begins to recover from first-quarter Medicare-related headwinds. The company remains committed to delivering positive adjusted EBITDA for the full year 2026, exceeding 2025 levels on an absolute dollar basis. Medicare channel shifts represent a specific headwind for Gvoke, as the brand has a higher concentration of Medicare patients compared to competitors. R&D expenses increased 13% primarily due to personnel and investment scaling for the XP-8121 Phase III program. SG&A expenses rose 21% year-over-year, reflecting the structural cost of the expanded Recorlev commercial and patient support teams. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management confirmed that Medicare resets hit Gvoke harder than competitors like BAQSIMI due to Xeris' specific channel mix and higher Medicare exposur...

Image source: The Motley Fool. Thursday, May 7, 2026 at 8:30 a.m. ET Chief Executive Officer — John Shannon Chief Financial Officer — Steven Pieper Need a quote from a Motley Fool analyst? Email [email protected] John Shannon: Thank you, and good morning, everyone. We are off to an amazing start in 2026. First quarter net product revenue grew an impressive 43% to more than $82 million, driven by Recorlev, which nearly doubled with 95% growth, while Keveyis increased 4% and Gvoke remained flat year-over-year. Given the strong start to the year and the positive demand trends we are seeing overall, especially for Recorlev, we are raising the bottom end of our revenue guidance. We now expect full year revenue of $380 million to $390 million, representing more than 30% revenue growth. Turning now to each product, starting with Recorlev. As I said, Recorlev revenue nearly doubled to $50 million, representing a $24 million increase compared to last year. This was driven by both record referrals and record new patient starts. Importantly, coming out of the typical Q1 payer resets, we saw a significant increase in new patients, especially in March, which is fueling our optimism for another outstanding year. I'm also pleased to share that our commercial expansion was completed exactly as planned, significantly expanding our sales force and patient support teams. This enhanced infrastructure will allow us to increase both the quantity and quality of our interactions with health care providers and patients, driving even greater awareness of Recorlev's value proposition in treating hypercortisolemia and Cushing's syndrome. We anticipate the impact of this commercial expansion to begin contributing incrementally in the second half of this year and continue to deliver sustained benefits well into the future. The trajectory we are seeing reinforces our conviction that Recorlev is well positioned to realize its full commercial potential. It remains solidly on path for significant continued growth and is well on its way to achieving $1 billion in revenue by 2035. Turning to Gvoke. Gvoke generated revenue of nearly $21 million in the first quarter. While we anticipated some seasonal headwinds from typical payer resets, Gvoke's performance was slightly below our internal expectations. This was primarily due to Medicare policy and plan changes, which impacted patients' coverage, deduc...

CHICAGO (AP) — CHICAGO (AP) — Xeris Biopharma Holdings, Inc. (XERS) on Thursday reported first-quarter net income of $2.2 million. On a per-share basis, the Chicago-based company said it had profit of 1 cent. The results topped Wall Street expectations. The average estimate of four analysts surveyed by Zacks Investment Research was breakeven on a per-share basis. The company posted revenue of $83.1 million in the period, also beating Street forecasts. Four analysts surveyed by Zacks expected $80 million. Xeris Biopharma expects full-year revenue in the range of $380 million to $390 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on XERS at https://www.zacks.com/ap/XERS

Xeris Biopharma (XERS) reported $83.13 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 38.3%. EPS of $0.01 for the same period compares to -$0.06 a year ago. The reported revenue represents a surprise of +3.88% over the Zacks Consensus Estimate of $80.03 million. With the consensus EPS estimate being $0, the company has not delivered EPS surprise. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Xeris Biopharma performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Product Revenue- Gvoke: $20.8 million compared to the $21.94 million average estimate based on four analysts. Product Revenue- Recorlev: $49.77 million versus the four-analyst average estimate of $44.78 million. Revenue- Royalty, contract and other: $0.67 million versus the four-analyst average estimate of $1.85 million. Revenue- Product revenue, net: $82.45 million compared to the $78.19 million average estimate based on four analysts. Product Revenue- Keveyis: $11.89 million versus $11.47 million estimated by four analysts on average. View all Key Company Metrics for Xeris Biopharma here>>> Shares of Xeris Biopharma have returned +7.6% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Xeris Biopharma Holdings, Inc. (XERS) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Total product revenue increased 43% year-over-year to over $82 million Recorlev net revenue increased 95% year-over-year to $50 million Tightens full-year 2026 total revenue guidance to $380 million to $390 million Hosts conference call and webcast today at 8:30 a.m. ET CHICAGO, May 07, 2026--(BUSINESS WIRE)--Xeris Biopharma Holdings, Inc. (Nasdaq: XERS), a fast-growing biopharmaceutical company committed to improving patient lives by developing and commercializing innovative products across a range of therapies, today announced financial results for the first quarter ended March 31, 2026. "We are thrilled with our outstanding start to 2026, delivering first quarter net product revenue growth of 43%, reflecting the successful execution of our strategy," said John Shannon, CEO. "Recorlev was the standout performer, with net revenue nearly doubling year-over-year, driven by growth across our patient base and increased awareness across the prescriber base. Also in the quarter, we successfully completed the expansion of our commercial team, and we expect the impact of these targeted investments to become more evident in the second half of 2026 and beyond." Shannon continued, "Looking ahead, we remain confident in our ability to deliver on our full-year financial targets. Recorlev's strong Q1 and continued momentum gives us the confidence to raise the bottom end of our full year 2026 total revenue guidance. Our updated guidance of $380 million to $390 million represents more than 30% growth at the midpoint. Beyond our commercial execution, 2026 represents a pivotal year for our pipeline, with the anticipated Phase 3 initiation of XP-8121 later in the year marking a significant value creation inflection point. Our strong financial foundation enables us to advance these strategic priorities while creating sustainable long-term value for shareholders." First Quarter 2026 Highlights Recorlev® net revenue was $49.8 million – an increase of approximately 95% compared to the first quarter of 2025. This growth was primarily due to increased patient demand. Gvoke® net revenue was $20.8 million – flat compared to the first quarter of 2025. Keveyis® net revenue was $11.9 million – an increase of approximately 4% compared to the first quarter of 2025. Gross margin improved to 87%, up from 85% in the same period last year. The improvement was primarily driven by favorable pro...

Conference Call to be Held at 8:30 a.m. ET CHICAGO, April 23, 2026--(BUSINESS WIRE)--Xeris Biopharma Holdings, Inc. (Nasdaq: XERS), a fast-growing biopharmaceutical company committed to improving patient lives by developing and commercializing innovative products across a range of therapies, today announced that the Company will release its first quarter 2026 financial results before the open of the U.S. financial markets on Thursday, May 7, 2026. Management will host a conference call and webcast at 8:30 a.m. Eastern Time that day to discuss the Company’s financial and operational results. Interested parties may pre-register for the call here or via the "Events" section of the Investor Relations website. It is recommended that attendees register 15 minutes prior to the scheduled webcast. The webcast, replay and other information related to the event can be accessed on the investor website https://xerispharma.com/investor-relations. About Xeris Xeris (Nasdaq: XERS) is a fast-growing biopharmaceutical company committed to improving patient lives by developing and commercializing innovative products across a range of therapies. Xeris has three commercially available products: Recorlev®, for the treatment of endogenous Cushing’s syndrome; Gvoke®, a ready-to-use liquid glucagon for the treatment of severe hypoglycemia; and Keveyis®, a proven therapy for primary periodic paralysis. Xeris also has a pipeline of development programs led by XP-8121, a Phase 3-ready, once-weekly subcutaneous injection for hypothyroidism, as well as multiple early-stage programs leveraging Xeris’ technology platforms, XeriSol® and XeriJect®, for its partners. Xeris Biopharma Holdings is headquartered in Chicago, IL. For more information, visit www.xerispharma.com, or follow us on X, LinkedIn, or Instagram. View source version on businesswire.com: https://www.businesswire.com/news/home/20260423117811/en/ Contacts Xeris Investor Contact Allison Wey Senior Vice President, Investor Relations and Corporate Communications [email protected]

Earlier in 2026, Xeris Biopharma reported a record quarter of revenue growth and profitability for Q4 2025 and issued 2026 guidance targeting over 30% adjusted EBITDA growth and US$375 million to US$390 million in total revenue. At the same time, Xeris filed a patent infringement lawsuit to block generic versions of Recorlev until its patent expiry in 2040, underscoring management’s focus on protecting a key revenue source. Now we’ll examine how this combination of record profitability and ambitious 2026 guidance could influence Xeris Biopharma’s existing investment narrative. Explore 24 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research. To own Xeris Biopharma, you need to believe its focused endocrine portfolio and proprietary formulations can support durable, profitable growth despite product concentration and reimbursement pressures. The record Q4 2025 profitability and 2026 guidance sharpen the near term catalyst around executing on this revenue ramp, while the patent lawsuit over Recorlev directly targets the biggest current risk: potential erosion of a core cash generator from generic competition. If the lawsuit outcome is unfavorable, that risk could intensify. Among recent announcements, Xeris’s 2026 guidance of US$375 million to US$390 million in revenue and over 30% adjusted EBITDA growth is most relevant here. It ties the company’s investment story closely to continued commercial momentum for Recorlev, Gvoke, and Keveyis, and to its ability to convert that growth into higher profitability. How well Xeris tracks against this guidance will be central to how investors reassess both upside catalysts and concentration risk following the lawsuit filing. Yet for all the optimism, investors should be aware that concentrated reliance on Recorlev leaves Xeris exposed if... Read the full narrative on Xeris Biopharma Holdings (it's free!) Xeris Biopharma Holdings' narrative projects $440.9 million revenue and $84.8 million earnings by 2028. This requires 21.5% yearly revenue growth and a $116.8 million earnings increase from -$32.0 million today. Uncover how Xeris Biopharma Holdings' forecasts yield a $11.14 fair value, a 90% upside to its current price. Some of the lowest analysts were already cautious, assuming reven...

This article first appeared on GuruFocus. Fourth Quarter Revenue: $85.8 million, a 43% year-over-year growth. Full Year Revenue: $291.8 million, a 44% increase compared to 2024. Recorlev Revenue: $45.3 million in Q4 and $139.3 million for the full year, over 100% growth year-over-year. Gvoke Revenue: $24.6 million in Q4 and $94.1 million for the full year. Keveyis Revenue: $12.8 million in Q4 and $47.6 million for the full year. Gross Margin: 87% in Q4 and 85% for the full year. R&D Expenses: $7.9 million in Q4 and $31.2 million for the full year, a 22% increase year-over-year. SG&A Expenses: $47.5 million in Q4 and $182.4 million for the full year, a 12% increase year-over-year. Adjusted EBITDA: $25.1 million in Q4 and $59.4 million for the full year. Net Income: Achieved net income on a full-year basis for 2025. 2026 Revenue Guidance: Expected between $375 million and $390 million, over 30% growth at the midpoint. 2026 R&D Increase: Approximately $25 million increase for phase 3 study of XP-8121. 2026 SG&A Increase: Approximately $45 million increase to support commercial expansion. Warning! GuruFocus has detected 4 Warning Sign with XERS. Is XERS fairly valued? Test your thesis with our free DCF calculator. Release Date: March 02, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Xeris Biopharma Holdings Inc (NASDAQ:XERS) achieved financial self-sustainability in 2025, eliminating concerns about its ability to self-fund its strategy and pipeline. The company reported a 43% year-over-year revenue growth in Q4 2025, reaching nearly $86 million, and a 44% increase for the full year, totaling $292 million. Xeris Biopharma Holdings Inc (NASDAQ:XERS) delivered nearly $60 million in adjusted EBITDA and reported net income on a full-year basis for the first time. Recorlev, a key growth driver, nearly doubled its patient base by the end of 2025, and the company expanded its commercial team to further increase awareness and adoption. The company is advancing its pipeline with XP-8121, a once-weekly subcutaneous levothyroxine injection, with plans to initiate a phase 3 trial in the second half of 2026, targeting a significant unmet medical need. Xeris Biopharma Holdings Inc (NASDAQ:XERS) faces ongoing patent infringement litigation concerning Recorlev, which could pose legal and financial risks. The company ant...