Verastem, Inc.
VSTM
NASDAQ·Healthcare·Biotechnology·Mkt cap $701.2M
$8.20
▲ +2.76%
P/E
-3.33
Mkt Cap
$701.2M
52-Wk Range
$3.43–$11.25
52-Week Range
$3.43 - $11.25
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 24.4% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
3 reasons
- Dual RAF/MEK clamp mechanism - unique approach blocking both RAF kinase activity and MEK phosphorylation simultaneously
- Strategic pharma partnerships - validation and co-development agreements with Chugai, Pfizer, and Amgen reduce risk and accelerate commercialization
- Combination therapy focus - evaluating VS-6766 with complementary agents (defactinib, LUMAKRAS) targeting multiple tumor pathways for improved efficacy
Bear Case
1 risk
- Low volatility (beta 0.3).
Growth
Strong growth ahead
Strong revenue growth (209% YoY)
Value
Trading at 0.0x Biotech & Therapeutics peers — a discount despite the growth profile.
Momentum
Hot
+106.7% over 3m
Quality
Excellent
Emerging growth company (396% revenue growth). Early stage with higher risk.
Dividend
None
No dividend
Smart-money signal
Who's buying VSTM right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 3, 2026
AUG 6, 2026
Reported EPS of -$0.35 vs -$0.43 consensus (+18.7% surprise). Revenue of $40.1M vs $22.9M expected (+75.2%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+18.7%
Revenue trend · last 8Q
—
—
—
-79%
—
—
—
+1775%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$0
$0
$0
$2.1M
$11.2M
$17.5M
$18.7M
$40.1M
Margins · last 8Q
Gross
0.0%
Operating
-81.6%
Profit
-86.5%
Wall Street consensus
4 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: HC Wainwright · Jun 24, 2026
vs Industry
How VSTM stacks vs Biotechnology
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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