ADMA Biologics (NASDAQ:ADMA) Issues Earnings Results

ADMA Biologics (NASDAQ:ADMA) released its quarterly earnings results on Wednesday. The biotechnology company reported $0.19 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.19, FiscalAI reports. The business had revenue of $114.49 million during the quarter, compared to the consensus estimate of $139.98 million. ADMA Biologics had a return on equity of 37.52% and a net margin of 28.80%.The company’s quarterly revenue was down .3% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.11 EPS.

Here are the key takeaways from ADMA Biologics’ conference call:

• Company reported strong profitability and cash generation in Q1 — adjusted net income rose 22% YoY, gross margin expanded to 71%, adjusted EBITDA was $59.7M, and operating cash flow was ~$58M with pro forma net leverage below 0.5x.
• ASCENIV is the operational growth engine with record demand and utilization (revenue +28% YoY), expanding prescriber adoption, and a recent pediatric label expansion that the company cites as a key catalyst.
• BIVIGAM sales fell ~54% YoY due to aggressive discounting from new entrants and distributor inventory/ordering shifts; management calls the disruption transitory but it materially pressured Q1 top line.
• Management narrowed visibility and withdrew longer-term guidance amid competitive uncertainty, setting 2026 revenue to $530M–$560M and raising near-term R&D/SG&A to support the pipeline, which could weigh on margins if competition persists.
• Pipeline progress — ADMA plans a Pre‑IND for SG‑001 this year, will present preclinical data soon, and estimates a potential $300M–$500M peak market while leveraging yield‑enhanced manufacturing and diversified plasma sourcing.

ADMA Biologics Trading Down 1.7%

ADMA traded down $0.17 during trading on Wednesday, hitting $10.08. 12,591,621 shares of the stock traded hands, compared to its average volume of 5,206,077. The firm has a 50-day moving average of $12.26 and a 200 day moving average of $15.51. The firm has a market capitalization of $2.40 billion, a P/E ratio of 16.80 and a beta of 0.83. ADMA Biologics has a 12-month low of $7.21 and a 12-month high of $23.98. The company has a debt-to-equity ratio of 0.16, a current ratio of 6.71 and a quick ratio of 3.74.

Insider Transactions at ADMA Biologics

In other news, Director Steve Elms acquired 7,000 shares of ADMA Biologics stock in a transaction on Thursday, March 5th. The stock was acquired at an average cost of $15.67 per share, for a total transaction of $109,690.00. Following the purchase, the director owned 2,038,730 shares in the company, valued at $31,946,899.10. This trade represents a 0.34% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Kaitlin M. Kestenberg-Messina sold 10,096 shares of the firm’s stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $15.63, for a total transaction of $157,800.48. Following the sale, the chief operating officer owned 466,600 shares of the company’s stock, valued at approximately $7,292,958. This represents a 2.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 3.90% of the stock is currently owned by company insiders.

Institutional Trading of ADMA Biologics

A number of large investors have recently made changes to their positions in ADMA. Janus Henderson Group PLC grew its stake in shares of ADMA Biologics by 3,906.1% in the fourth quarter. Janus Henderson Group PLC now owns 3,936,419 shares of the biotechnology company’s stock worth $71,820,000 after acquiring an additional 3,838,158 shares during the period. Caligan Partners LP purchased a new position in shares of ADMA Biologics in the third quarter worth approximately $38,653,000. Voloridge Investment Management LLC purchased a new position in shares of ADMA Biologics in the fourth quarter worth approximately $18,664,000. First Light Asset Management LLC purchased a new position in shares of ADMA Biologics in the second quarter worth approximately $17,338,000. Finally, Comerica Bank boosted its holdings in shares of ADMA Biologics by 821.9% in the third quarter. Comerica Bank now owns 772,634 shares of the biotechnology company’s stock worth $11,327,000 after buying an additional 688,828 shares during the last quarter. 75.68% of the stock is currently owned by institutional investors.

ADMA Biologics News Roundup

Here are the key news stories impacting ADMA Biologics this week:

• Positive Sentiment: FDA label expansion broadens pediatric market for ASCENIV, increasing addressable patients and long‑term upside for product sales. ADMA Biologics Gains FDA Approval for Expanded ASCENIV Label
• Positive Sentiment: Q1 operational strength: ASCENIV revenue grew ~28% Y/Y, adjusted net income and adjusted EBITDA both rose, and cash from operations was strong — evidence of durable demand and near-term cash generation. ADMA Biologics Reports First Quarter 2026 Financial Results and Provides Business Update
• Neutral Sentiment: Q1 reported EPS of $0.19 matched consensus but total revenue of $114.5M missed street estimates (~$140M), a mixed print that limited upside despite profitability metrics. View Press Release
• Negative Sentiment: ADMA lowered FY‑2026 revenue guidance to $530M–$560M vs. consensus ~ $625M and withdrew long‑term guidance, signaling a weaker top‑line outlook and creating near‑term downside risk to the stock. ADMA Biologics Reports First Quarter 2026 Financial Results and Provides Business Update
• Negative Sentiment: Multiple securities‑law firms announced investigations and encouraged investors to contact them over alleged misleading disclosures and the recent share decline — heightening litigation risk and investor uncertainty. ADMA Investor News – Rosen Law Firm Investigation BFA Law Investigation Notice

Analyst Ratings Changes

Several research analysts recently weighed in on ADMA shares. Canaccord Genuity Group started coverage on shares of ADMA Biologics in a report on Monday, April 20th. They set a “buy” rating and a $21.00 price target on the stock. Wall Street Zen cut shares of ADMA Biologics from a “buy” rating to a “hold” rating in a report on Monday. Cantor Fitzgerald restated a “neutral” rating on shares of ADMA Biologics in a report on Thursday, March 26th. Mizuho cut their price target on shares of ADMA Biologics from $30.00 to $24.00 and set an “outperform” rating on the stock in a report on Monday, April 13th. Finally, Zacks Research lowered shares of ADMA Biologics from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 27th. Two analysts have rated the stock with a Strong Buy rating, one has assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $25.67.

ADMA Biologics Company Profile

ADMA Biologics, Inc is a biopharmaceutical company headquartered in Ramsey, New Jersey, that focuses on the development, manufacturing and commercialization of specialty plasma-derived biologics for the treatment of primary immunodeficiency and infectious diseases. Leveraging an integrated model that spans plasma collection, fractionation, formulation and fill-finish operations, ADMA Biologics aims to address unmet needs in immune-compromised and high-risk patient populations.

The company’s marketed product portfolio includes BIVIGAM, a human immunoglobulin intravenous (IGIV) therapy approved by the U.S.