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VSTM · NASDAQ · Biotechnology

Verastem

Markets AVMAPKI FAKZYNJA and develops small-molecule drugs for RAS/MAPK-driven cancers.

$7.16

After-hours close−0.07 (−1.01%)

At close$7.23(−2.03%)

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Profile

Verastem, Inc.VSTMHealth Care

Markets a U.S.-approved AVMAPKI FAKZYNJA co-pack for KRAS-mutated recurrent low-grade serous ovarian cancer and develops small-molecule RAF/MEK, FAK, and KRAS G12D programs. The business is concentrated in its U.S. launch and the accelerated-approval pathway ties continued approval to confirmatory evidence.

Markets AVMAPKI FAKZYNJA CO-PACK in the United States for adults with KRAS-mutated recurrent low-grade serous ovarian cancer after prior systemic therapy. The co-pack combines avutometinib and defactinib, tying revenue to a narrow rare-cancer launch rather than a broad oncology franchise.

Pipeline work stays concentrated on RAS/MAPK-driven cancers. Named programs include avutometinib, defactinib, and VS-7375, with mechanisms spanning RAF/MEK inhibition, FAK inhibition, and KRAS G12D inhibition across selected solid tumors.

The company moved from cancer-stem-cell discovery to COPIKTRA commercialization, then sold COPIKTRA rights and refocused on RAF/MEK and FAK programs. Current operations depend on U.S. commercial execution, clinical trial outcomes, regulatory review, reimbursement, and confirmatory evidence required under accelerated approval.

Company facts

CEODaniel W. Paterson

ListedJan 27, 2012

ExchangeNASDAQ

HeadquartersNeedham, MA

CountryUnited States

Employees102

CIK0001526119

ISINUS92337C2035

Key statistics

Market cap$634.4M

EPS (ttm)−$2.46

P/E (ttm)−2.93

ROE-467.5%

P/B14.46

P/S7.25

Dividend yield—

Beta1.23vs XLV 0.68

Year to date 0.0% · Average volume (30d) 1.9M

Analysts

Price target, next 12 months$13.50+87.0%Median of 19 analysts · vs the Aug 28 close

ConsensusBuy15 of 19 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $7.22

High$18.00+149.3%

Median$13.50+87.0%

Low$8.00+10.8%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Rating	Prior target	Target
Aug 10, 2026	Mizuho Securities	Target		$18	$13
Aug 7, 2026	Guggenheim	Reiterate	Buy	$14	$12
Jul 7, 2026	RBC Capital	Reiterate	Outperform	$15	$14
Jun 24, 2026	RBC Capital	Reiterate	Outperform	$13	$15
Jun 23, 2026	Jefferies	Reiterate	Buy	$19	$8

Earnings

EPS

Estimate−$0.44

ReportedDue Nov 3, 2026

Revenue

Estimate$29.1M

ReportedDue Nov 3, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 6, 2026Q2 FY26	−$0.43	−$0.35	+18.7%	$22.9M	$40.1M	+75.2%	+14.04%
May 7, 2026Q1 FY26	−$0.46	−$0.46	0.0%	$21.4M	$18.7M	−12.9%	−13.60%
Mar 4, 2026Q4 FY25	−$0.49	−$0.39	+20.4%	$16.9M	$17.5M	+3.7%	+5.85%
Nov 4, 2025Q3 FY25	−$0.51	−$1.35	−164.7%	$16.5M	$11.2M	−32.0%	+3.16%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$0	$2.1M	$11.2M	$17.5M	$18.7M	$40.1M
Gross profit	$0	$1.7M	$9.6M	$14.6M	$15.6M	$36.0M
Operating income	−$44.2M	−$43.8M	−$40.7M	−$41.5M	−$44.9M	−$32.7M
Net income	−$52.1M	−$25.9M	−$98.5M	−$32.9M	−$36.6M	−$34.7M
Diluted EPS	−$0.96	−$0.32	−$1.35	−$0.39	−$0.37	−$0.35
Gross margin	—	79.1%	85.1%	83.5%	83.7%	89.9%
Operating margin	—	-2,047.9%	-362.2%	-236.5%	-240.5%	-81.6%

Fiscal years (4-quarter sums)FY21 $2.1M · FY22 $2.6M · FY23 $0 · FY24 $10.0M · FY25 $30.9M

Revenue by product · Q2 FY26

Government Rebates And Other Incentives$6.1M · 77%

Trade Discounts And Allowances$1.2M · 15%

Returns$602.0K · 8%

Balance sheet, Jun 30, 2026Cash & short-term investments $136.4M · Total debt $84.3M · Total assets $206.5M · Shareholders' equity $50.0M

Dividends

No dividends on record.

Ownership

Institutions 108.54%Insiders 1.55%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 87.87M · Float 70.38M · 80.1% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
BlackRock, Inc.	9.19M	10.46%	13F	Aug 7, 2026
Armistice Capital, LLC	7.02M	7.99%	13F	Aug 14, 2026
RTW Investments, LP	6.64M	7.55%	13F	Aug 14, 2026
Deep Track Capital, LP	5.74M	6.53%	13F	Aug 14, 2026
State Street Corporation	5.13M	5.80%	13G	Aug 7, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Aug 3, 2026	Dan Paterson	director, officer: President and CEO	−1,302	$5.81
Jun 22, 2026	Daniel Calkins	officer: Chief Financial Officer	−4,089	$4.18
Jun 22, 2026	Dan Paterson	director, officer: President and CEO	−20,871	$4.18
May 4, 2026	Dan Paterson	director, officer: President and CEO	−806	$5.82
Feb 4, 2026	Dan Paterson	director, officer: President and CEO	−970	$6.69