
Theravance Biopharma (TBPH) Stock Forecast & Price Target
Theravance Biopharma (TBPH) Analyst Ratings
Bulls say
Theravance Biopharma Inc. is experiencing notable financial growth, as evidenced by a 12% year-over-year increase in net sales, amounting to approximately $267 million for FY25, alongside a significant milestone payment of around $25 million received in January 2026. The company also reported a 6% increase in net sales for 4Q25, with a 13% rise in hospital channel volume, indicating a strengthening market presence and effective commercialization of its products. Additionally, YUPELRI's ongoing performance is underscored by a year-over-year growth of 6% in net sales, contributing to a brand-level cash profit of approximately $50 million, supported by high gross margins exceeding 98%.
Bears say
The financial outlook for Theravance Biopharma appears negative due to several underlying issues, including a significant decline in order intake of approximately 44% year-over-year to $2.1 billion, driven by policy uncertainty and delays in customer decisions. Additionally, while the company’s Research and Development expenses of $7.4 million were below market estimates, the overall margin expansion has stalled, with EBITDA underperforming expectations and presenting downside risks to valuation. Furthermore, as Theravance Biopharma becomes increasingly reliant on YUPELRI sales for revenue, any deterioration in Viatris's commercialization efforts or shifts in payer dynamics could further jeopardize the company's financial stability.
This aggregate rating is based on analysts' research of Theravance Biopharma and is not a guaranteed prediction by Public.com or investment advice.
Theravance Biopharma (TBPH) Analyst Forecast & Price Prediction
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