FY2026 EPS Estimates for NAMS Lowered by Cantor Fitzgerald

Key Points

• Analysts at Cantor Fitzgerald have lowered their FY2026 earnings per share (EPS) estimate for NewAmsterdam Pharma to ($2.40), down from a previous estimate of ($2.25), while maintaining an "Overweight" rating with a target price of $42.00.
• NewAmsterdam Pharma reported a quarterly EPS of (0.15), exceeding the consensus estimate of (0.52), with revenue significantly surpassing expectations at $19.15 million compared to an estimate of $1.44 million.
• Insider trading activity includes COO Douglas F. Kling selling 100,000 shares and Director James N. Topper purchasing 8,584 shares, reflecting mixed sentiments among company insiders regarding the stock's performance.

NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS - Free Report) - Cantor Fitzgerald cut their FY2026 earnings estimates for shares of NewAmsterdam Pharma in a research report issued on Thursday, August 7th. Cantor Fitzgerald analyst S. Seedhouse now expects that the company will earn ($2.40) per share for the year, down from their prior forecast of ($2.25). Cantor Fitzgerald has a "Overweight" rating and a $42.00 price target on the stock. The consensus estimate for NewAmsterdam Pharma's current full-year earnings is ($1.75) per share.

A number of other research analysts have also weighed in on the stock. Stifel Nicolaus initiated coverage on shares of NewAmsterdam Pharma in a research note on Tuesday, June 10th. They issued a "buy" rating and a $44.00 price objective on the stock. Needham & Company LLC reaffirmed a "buy" rating and issued a $40.00 price objective on shares of NewAmsterdam Pharma in a research note on Thursday, June 12th. Citigroup initiated coverage on shares of NewAmsterdam Pharma in a report on Tuesday, June 17th. They issued a "buy" rating and a $42.00 target price for the company. The Goldman Sachs Group initiated coverage on shares of NewAmsterdam Pharma in a report on Thursday, July 17th. They issued a "neutral" rating and a $27.00 target price for the company. Finally, Royal Bank Of Canada increased their target price on shares of NewAmsterdam Pharma from $38.00 to $39.00 and gave the company an "outperform" rating in a report on Thursday, August 7th. Two equities research analysts have rated the stock with a hold rating and eight have issued a buy rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $41.20.

NewAmsterdam Pharma Trading Up 0.3%

NASDAQ NAMS traded up $0.07 on Monday, hitting $25.24. 215,381 shares of the company were exchanged, compared to its average volume of 874,262. The company has a market cap of $2.83 billion, a PE ratio of -15.57 and a beta of -0.02. NewAmsterdam Pharma has a 12 month low of $14.06 and a 12 month high of $27.29. The stock has a fifty day moving average of $21.20 and a 200-day moving average of $20.08.

NewAmsterdam Pharma (NASDAQ:NAMS - Get Free Report) last posted its quarterly earnings data on Wednesday, August 6th. The company reported ($0.15) earnings per share for the quarter, topping the consensus estimate of ($0.52) by $0.37. NewAmsterdam Pharma had a negative net margin of 259.07% and a negative return on equity of 27.27%. The company had revenue of $19.15 million during the quarter, compared to analysts' expectations of $1.44 million.

Insider Buying and Selling

In other NewAmsterdam Pharma news, Director James N. Topper acquired 8,584 shares of the business's stock in a transaction dated Monday, June 16th. The stock was bought at an average price of $19.50 per share, with a total value of $167,388.00. Following the purchase, the director owned 3,022,153 shares of the company's stock, valued at approximately $58,931,983.50. This trade represents a 0.28% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, COO Douglas F. Kling sold 100,000 shares of the company's stock in a transaction on Monday, June 16th. The stock was sold at an average price of $19.29, for a total transaction of $1,929,000.00. Following the completion of the transaction, the chief operating officer owned 44,000 shares of the company's stock, valued at $848,760. This trade represents a 69.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders acquired 12,835 shares of company stock valued at $248,134 and sold 198,612 shares valued at $4,025,887. 20.84% of the stock is owned by insiders.

Hedge Funds Weigh In On NewAmsterdam Pharma

Institutional investors have recently made changes to their positions in the business. Mirae Asset Global Investments Co. Ltd. raised its stake in NewAmsterdam Pharma by 19.4% during the 1st quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,675 shares of the company's stock worth $80,000 after acquiring an additional 596 shares during the period. Legal & General Group Plc boosted its stake in NewAmsterdam Pharma by 24.8% during the fourth quarter. Legal & General Group Plc now owns 22,946 shares of the company's stock worth $590,000 after buying an additional 4,556 shares during the period. Northern Trust Corp bought a new stake in shares of NewAmsterdam Pharma during the fourth quarter worth $556,000. Barclays PLC lifted its position in shares of NewAmsterdam Pharma by 120.0% during the fourth quarter. Barclays PLC now owns 16,713 shares of the company's stock worth $429,000 after purchasing an additional 9,117 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership bought a new stake in shares of NewAmsterdam Pharma in the fourth quarter valued at about $784,000. Institutional investors own 89.89% of the company's stock.

NewAmsterdam Pharma Company Profile

NewAmsterdam Pharma Company N.V., a late-stage biopharmaceutical company, develops therapies to enhance patient care in populations with metabolic disease. It is developing obicetrapib, an oral low-dose cholesteryl ester transfer protein (CETP) inhibitor, that is in various clinical trials as a monotherapy and a combination therapy with ezetimibe for lowering LDL-C for cardiovascular diseases.