Emergent BioSolutions Inc. (EBS) AI Stock Analysis

Emergent BioSolutions Inc. is a life sciences company headquartered in Gaithersburg, Maryland, focused on preparedness and response solutions for public health threats. Established in 1998, the company addresses accidental, deliberate, and naturally occurring incidents involving chemical, biological, radiological, nuclear, and explosive agents. Its product portfolio includes biodefense products such as BioThrax for anthrax, ACAM2000 for smallpox, Botulism Antitoxin Heptavalent, raxibacumab, Anthrasil, and reactive skin decontamination lotion kits. The company also developed NARCAN nasal spray for emergency treatment of opioid overdoses, along with travel health vaccines Vivotif for typhoid fever and Vaxchora for cholera.

Annual revenue decreased over several fiscal years, falling from $1.77B in FY2021 to $1.12B in FY2022, $1.05B in FY2023, $1.04B in FY2024, and $742.9M in FY2025, representing a 5-year revenue CAGR of -14.0%. Despite the 28.8% revenue contraction in FY2025, operating margin improved to 14.8% and net income rebounded to $52.6M, up from a net loss of -$190.6M in FY2024 and -$760.5M in FY2023. Over the trailing twelve months, revenue reached $770.2M with an operating margin of 28.3% and EPS of -$3.40. In the latest quarter ended June 30, 2026, quarterly revenue grew 66.3% year-over-year, while quarterly earnings declined 93.8%.

As of June 30, 2026, Emergent BioSolutions held $139.7M in cash and short-term investments against total debt of $581.8M, resulting in net debt of $442.1M. Shareholders' equity was $341.4M, with a debt-to-equity ratio of 1.70 and a current ratio of 5.42. Total assets stood at $1.12B. Operating cash flow improved to $170.6M in FY2025 from $58.7M in FY2024. In FY2025, the company deployed cash toward $13.8M in capital expenditures and $24.9M in share buybacks, delivering $156.8M in free cash flow.

Emergent BioSolutions carries a market cap of $327.1M and an enterprise value of $784.1M. The stock trades at a price-to-sales multiple of 0.4x and an EV/EBITDA of 5.2x, both below the median of its US-listed Healthcare peers of 4.1x and 12.0x, respectively. Its forward P/E of 23.0x sits above the peer group median of 17.3x, alongside a PEG ratio of 0.38 and a price-to-book ratio of 1.0x. Over the past year, the stock fell 32.1%, while the S&P 500 (SPY) gained 16.8%. Over five years, the stock dropped 87.4% compared to an 83.0% gain for the benchmark.

Wall Street analyst coverage consists of 2 Strong Buy ratings, 0 Buy ratings, 0 Hold ratings, and 1 Sell rating. The mean price target is $11.00, which is 72.4% above the last close of $6.38 on October 16, 2026. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $657.1M and EPS of $0.36, representing a 76.5% decline in earnings. For the following fiscal year, one analyst estimates revenue of $703.3M and EPS of $1.05. Emergent BioSolutions beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 2, 2026.

This page is an AI-written research summary of Emergent BioSolutions Inc. (EBS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: EBS income statement, EBS balance sheet, EBS key metrics, EBS analyst forecast, EBS chart. See the EBS stock overview for the latest quote and news.