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EBEBS

Emergent BioSolutions Inc.

$EBS·$364M·Drug Manufacturers - Specialty & Generic·Healthcare
$6.38-11.1%YTD-42.0%1Y-32.1%
Price updated 2h ago·X counts updated 5d ago
EBEBS
$EBSEmergent BioSolutions Inc.
$6.38-11.14%67 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $EBS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

67X posts · last 7 days
Oct 4Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $EBS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

What it does

Plain-English summary of the business — what they sell and how they make money.

Emergent BioSolutions Inc. is a life sciences company dedicated to providing vital preparedness and response solutions for a wide range of public health threats (PHTs) across the United States. These threats encompass accidental, deliberate, and naturally occurring events, including chemical, biological, radiological, nuclear, and explosives (CBRNE) incidents, emerging infectious diseases, travel-related health risks, and acute emergency care situations. The company's current product portfolio features essential vaccines and treatments such as BioThrax for anthrax and ACAM2000 for smallpox. It also offers Botulism Antitoxin Heptavalent, vaccinia immune globulin intravenous to manage smallpox vaccine complications, and inhalational anthrax therapies like raxibacumab and Anthrasil. Other key offerings include reactive skin decontamination lotion kits, the Trobigard combination drug-device auto-injector, NARCAN nasal spray for emergency opioid overdose reversal, Vivotif, an oral typhoid fever vaccine, and Vaxchora, a single-dose oral cholera vaccine. Emergent is also actively engaged in developing a robust pipeline of future solutions. This includes AP003 (a multidose naloxone nasal spray), AP007 (a sustained-release nalmefene injection for opioid use disorder), AV7909 (an anthrax vaccine), CGRD-001 (a pralidoxime chloride/atropine auto-injector), CHIKV VLP (a chikungunya virus vaccine), COVID-HIG (for SARS-CoV2 treatment), EGRD-001 (a diazepam auto-injector), SIAN (a cyanide poisoning antidote), and UniFlu (a universal influenza vaccine). Furthermore, the company extends its expertise through comprehensive contract development and manufacturing services (CDMO). These services cover drug substance and product manufacturing, packaging, along with technology transfer and advanced process and analytical development. Emergent BioSolutions Inc., founded in 1998, is headquartered in Gaithersburg, Maryland.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - Specialty & Generic sits in its cycle right now — and what that implies for $EBS.

Drug Manufacturers - Specialty & Generic · Healthcare

Specialty pharma is bifurcating — GLP-1 adjacent programs attract premium valuations while generic manufacturers face pricing erosion from FDA approval backlogs clearing. Biosimilar launches of adalimumab (Humira), ustekinumab, and etanercept are accelerating branded erosion timelines, while mid-tier specialty pharma focuses on complex generics (ophthalmic, inhalation) to sustain margins.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+14.5%YTD
+36.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-5.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-7.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
23.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-35.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
49.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.60$-0.09+805.9%
Q1 2026Apr 30, 2026$0.21$-0.25+184.0%
Q4 2025Feb 26, 2026$-0.43$0.11-490.9%
Q3 2025Oct 29, 2025$1.06$-0.12+983.3%
Next earningsWed, Nov 4·consensus EPS $-0.37

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$234.3M+66.3%58.6%-53.4%$-3.49$54.0M
Q1 FY26$156.1M-29.7%43.3%6.7%$0.13$-36.2M
Q4 FY25$148.7M-23.6%31.3%-11.2%$-1.04$73.8M
Q3 FY25$231.1M-21.3%55.9%33.2%$0.96$-5.7M

Forward consensus

4-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$657.0M$649.5M – $664.6M$0.36$0.32 – $0.392
FY27$703.3M$596.7M – $810.0M$1.05$0.94 – $1.152
FY28$628.1M$581.2M – $674.3M$1.57$1.42 – $1.721
FY29$963.2M$891.2M – $1.0B$0.90$0.81 – $0.991

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.29%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+18.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-14.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 49.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.295-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 7Donald W DegolyerDirector17.8K sh$126KSellOct 1Williams Paul AnthonySVP, Products Business3.0K sh$20KSellJul 1Williams Paul AnthonySVP, Products Business3.0K sh$25KSellMay 1Dayal Sujata TyagiDirector13.8K sh$116KSellMay 1Donald W DegolyerDirector15.5K sh$130KSellMay 1Kathryn C ZoonDirector17.2K sh$144KSellApr 30Keith KatkinDirector15.5K sh$128K
+ 20 other (16 awards · 4 inkinds) in window

See when $EBS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 148-K — Item 7.01: Press release / Reg FD
3New insider — initial holdingsAug 123
8-KRestructuring / exit costsAug 58-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KMaterial agreementJun 298-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KShareholder voteApr 308-K — Item 5.07: Shareholder vote
+ 11 other (4 13Gs · 3 proxys · 2 10-Qs · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Emergent Biosolutions (EBS) Soars 14.4%: Is Further Upside Left in the Stock?zacks.com·11d agoRussian plague outbreak could boost these under-the-radar pharma stocksinvezz.com·11d agoEmergent Biosolutions (NYSE:EBS) Stock: Insider Paul Anthony Williams Sells 3,000 Sharesdefenseworld.net·12d agoEmergent Biosolutions Inc. (NYSE:EBS) Stock Has Consensus Price Target of $10.00defenseworld.net·12d agoContrasting Emergent Biosolutions (NYSE:EBS) and Coherus Oncology (NASDAQ:CHRS)defenseworld.net·19d ago

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Voices on X · last 7 days

No standout posts about $EBS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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