Xoma: Leerink Partners Reaffirms Buy Rating with $55 Target, Analyst Consensus at Moderate Buy with $62 Average Target

Leerink Partners reaffirmed its Buy rating on Xoma (XOMA) with a price target of $55.00. The analyst consensus is a Moderate Buy with an average price target of $62.00, a 98.78% upside from current levels. The company reported a quarterly revenue of $13.13 million and a net profit of $9.19 million in its latest earnings release. Corporate insider sentiment is neutral with 20 insiders buying and selling shares.

Leerink Partners has reiterated its Outperform rating on Xoma (XOMA) with a price target of $55.00, following the company’s second-quarter 2025 financial results. The analyst consensus is a Moderate Buy with an average price target of $62.00, a 98.78% upside from current levels [1].

Xoma reported revenue of $13.13 million for the second quarter of 2025, exceeding Leerink’s estimate of $10.4 million by 29%. The company posted a net profit of $9.19 million, significantly above the analyst’s estimate of -$0.07. The company’s recent performance has been notable, with a 19.5% return over the past week. Unlock more insights and 5 additional ProTips with InvestingPro [1].

Several pipeline catalysts are expected through year-end 2025, including topline results from RZ358 in congenital hyperinsulinism in December 2025. Xoma holds high-single-digit to mid-teen royalties on RZ358, which management believes could become its largest royalty stream if the drug generates compelling results [1].

Xoma Royalty Corporation (XOMA) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of a loss of $0.12 per share. This compares to a loss of $0.28 per share a year ago [3]. The company reported revenues of $13.13 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 39.30% [3].

In other recent news, Xoma Royalty Corporation has announced several significant acquisition agreements. Xoma Royalty will acquire HilleVax Inc. for $1.95 in cash per share, along with a non-transferable contingent value right (CVR) that offers potential additional payments. The CVR for HilleVax stockholders includes potential payments from excess cash, savings on office lease obligations, and proceeds from norovirus vaccine programs. Additionally, Xoma Royalty has entered into an agreement to acquire LAVA Therapeutics N.V. for between $1.16 and $1.24 per share in cash, plus a CVR representing 75% of net proceeds from LAVA’s partnered assets and unpartnered programs. Furthermore, Xoma Royalty will acquire Turnstone Biologics for $0.34 in cash per share, with a CVR included in the deal [1].

References:
[1] https://www.investing.com/news/analyst-ratings/leerink-partners-reiterates-outperform-rating-on-xoma-stock-amid-strong-q2-results-93CH-4191781
[2] https://www.tradingview.com/news/reuters.com,2025:newsml_L8N3U03A5:0-xoma-royalty-corp-expected-to-post-a-loss-of-22-cents-a-share-earnings-preview/
[3] https://www.nasdaq.com/articles/xoma-royalty-xoma-q2-earnings-and-revenues-surpass-estimates