Xeris Biopharma: A Balanced Perspective Needed (Rating Downgrade)
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Bondy Investing84 FollowersFollow5ShareSavePlay(8min)CommentsSummaryXeris Biopharma delivered 37.9% revenue growth in Q3, raising 2025 guidance to $285–290M, but shares fell 30% on decelerating momentum.Gross margin improved to 85%, yet investors reacted to slowing Recorlev growth and rising costs from Recorlev expansion and XP-8121 clinical trials.I downgrade XERS to a Hold, recommending gradual accumulation on weakness, as upside potential remains. Tom Werner/DigitalVision via Getty Images Thesis In my previous article, I rated Xeris Biopharma Holdings, Inc. (XERS) as a 'Buy' because the company’s revenue was accelerating thanks to Recorlev, and the XP-8121 pipeline presented significant upside potential. While I still believeThis article was written byBondy Investing84 FollowersFollowI'm an individual investor who has analyzed stocks since 2018 and focus on mid-caps.Analyst’s Disclosure:I/we have a beneficial long position in the shares of CORT, XERS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.