Piper Sandler Upgrades Esperion to Overweight Due to CV Franchise
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 25 2025
0mins
Should l Buy ESPR?
Source: SeekingAlpha
Piper Sandler Coverage Initiation: Piper Sandler has initiated coverage of Esperion Therapeutics (ESPR) with an overweight rating, highlighting the potential for significant sales growth of its cholesterol-lowering drugs, Nexletol and Nexlizet, with a price target of $9, indicating a potential upside of approximately 184%.
Sales Projections and Market Position: The firm anticipates that peak US sales for the drugs could exceed $650 million, supported by exclusivity agreements and a favorable clinical landscape, including expanded labeling for primary and secondary prevention of cardiovascular events.
Cardiologist Survey Insights: A survey of cardiologists indicated that a significant portion believes the expanded label will enhance the role of Nexletol and Nexlizet in treatment options, with 35% expecting a notably greater role in patient care.
Recent Stock Performance: Following the positive coverage and market developments, Esperion shares experienced a ~16% increase in trading on Tuesday.
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Analyst Views on ESPR
Wall Street analysts forecast ESPR stock price to rise
5 Analyst Rating
4 Buy
0 Hold
1 Sell
Moderate Buy
Current: 3.040
Low
1.72
Averages
7.94
High
16.00
Current: 3.040
Low
1.72
Averages
7.94
High
16.00
About ESPR
Esperion Therapeutics, Inc. is a commercial stage biopharmaceutical company. The Company is focused on developing and commercializing oral, once-daily, non-statin medicines for patients who are at risk for cardiovascular disease (CVD) and are struggling with elevated low-density lipoprotein cholesterol (LDL-C). Its products include NEXLETOL, NEXLIZET, NILEMDO and NUSTENDI. Its NEXLETOL and NEXLIZET (bempedoic acid and ezetimibe) tablets are oral, once-daily, non-statin medicines to lower the risk of myocardial infarction and coronary revascularization in adults with primary hyperlipidemia. Its NEXLETOL is an ATP Citrate Lyase (ACLY), inhibitor that lowers LDL-C and cardiovascular risk by reducing cholesterol biosynthesis and up-regulating the LDL receptors. Its NUSTENDI contains bempedoic acid and ezetimibe and lowers elevated LDL-C through complementary mechanisms of action by inhibiting cholesterol synthesis in the liver and absorption in the intestine.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ESPERION THERAPEUTICS STOCK RISES 2.5% FOLLOWING Q4 PROFIT TURNAROUND
- Company Performance: Esperion Therapeutics shares increased by 2.5% following the announcement of their Q4 profit.
- Market Reaction: The rise in shares indicates positive investor sentiment towards the company's financial results.
See More
Esperion Therapeutics Set to Announce Q4 Earnings on March 10
- Earnings Announcement: Esperion Therapeutics is set to release its Q4 earnings on March 10 before market open, with a consensus EPS estimate of $0.28, reflecting a substantial year-over-year increase of 354.5%, indicating a significant improvement in profitability that could positively impact stock prices.
- Strong Revenue Expectations: The anticipated revenue for Q4 is $166.12 million, representing a 140.4% year-over-year growth, which highlights the company's enhanced competitiveness in the market and may attract increased investor interest.
- Historical Performance Review: Over the past year, Esperion has exceeded EPS estimates 75% of the time and revenue estimates 100% of the time, demonstrating a consistent performance that bolsters market confidence in its future financial health.
- M&A Activity: Esperion plans to acquire Corstasis for an upfront payment of $75 million, a strategic move that not only expands its product line but also has the potential to enhance market share through resource integration, further solidifying its position in the biopharmaceutical sector.
See More
Esperion Outlines Future Growth Plans and Acquisition Strategy
- Market Penetration Plans: Esperion aims to enhance its U.S. market penetration through strengthened collaborations with global partners, which is expected to increase its market share in the cardiovascular sector, thereby bolstering its position in the competitive pharmaceutical landscape.
- Financial Performance Analysis: Despite reporting an EPS of $0.22 in Q4, below Wall Street's expectation of $0.28, and revenue of $168.5 million, CEO emphasized that 2025 will be a defining year for growth, reflecting confidence in future prospects.
- Acquisition Strategy: Esperion's acquisition of Corstasis Therapeutics for $75 million is anticipated to create long-term value and advance its Vision 2040 strategy, aiming to grow both franchises to multi-billion-dollar potential.
- Investor Sentiment: Although the stock fell over 6% post-report, retail sentiment on Stocktwits remained 'extremely bullish', indicating optimism about Esperion's upcoming growth catalysts.
See More
Esperion Reports Record Q4 2025 Earnings and Strategic Acquisition
- Strong Financial Performance: Esperion's Q4 total revenue reached $168.4 million, marking a 144% year-over-year increase, with U.S. net product revenue at $43.7 million, reflecting approximately a 38% growth compared to the same period in 2024, showcasing robust market execution and product demand.
- Strategic Acquisition Progress: The announced acquisition of Corstasis Therapeutics is expected to create powerful synergies for its global bempedoic acid portfolio and Enbumyst product line, targeting a $4 billion U.S. outpatient heart failure market, thereby further solidifying its market position.
- Accelerated International Expansion: Daiichi Sankyo Europe reported a 51% increase in royalty revenue in Q4, successfully entering 30 countries and launching in France, indicating the company's capability and growth potential in global markets.
- Optimistic Future Outlook: The company projects 2026 operating expenses to range between $225 million and $255 million, including $15 million in non-cash stock compensation expenses, with management expressing confidence in future market positioning and product launches, particularly in the upcoming U.S. dyslipidemia guidelines.
See More
Esperion Reports 21% Revenue Growth in FY25, Acquires Corstasis Therapeutics
- Strong Financial Performance: Esperion reported total revenue of $403.1 million for FY25, reflecting a 21% year-over-year increase, with U.S. net product revenue reaching $159.6 million, up 38%, indicating robust growth in its cardiovascular franchise.
- Strategic Acquisition: The company announced the acquisition of Corstasis Therapeutics to accelerate growth and expand its cardiovascular portfolio, particularly with Enbumyst™ nasal diuretic, which targets a market of over 6.7 million U.S. heart failure patients, enhancing market share.
- Prescription Growth: In Q4 2025, retail prescription equivalents grew by 34% year-over-year and 11.3% quarter-over-quarter, reflecting ongoing improvements in market penetration and brand recognition, thereby strengthening Esperion's position in the competitive cardiovascular drug market.
- Increased R&D Investment: R&D expenses rose by 26% to $47.9 million in 2025, primarily driven by clinical study costs, demonstrating the company's commitment to innovative drug development, which is expected to lay the groundwork for future product line expansions.
See More
Esperion Reports Q4 Earnings Beat with Strong Revenue Growth
- Significant Revenue Growth: Esperion's Q4 revenue reached $168.45 million, reflecting a remarkable 143.7% year-over-year increase, surpassing expectations by $2.33 million, indicating strong market performance, particularly in new product sales.
- Net Product Sales Surge: U.S. net product sales grew approximately 38% year-over-year to $43.7 million, with full-year 2025 sales also increasing by 38% to $159.6 million, demonstrating significant progress in expanding market share.
- Strong Prescription Growth: Q4 retail prescription equivalents showed a 34% year-over-year increase and an 11.3% sequential growth, reflecting rising consumer demand for Esperion's products and further solidifying its market position.
- Transparent Expense Outlook: The company expects operating expenses for 2026 to range between $225 million and $255 million, including approximately $15 million in non-cash expenses related to stock compensation, indicating a cautious approach to cost management.
See More
ESPERION THERAPEUTICS STOCK RISES 2.5% FOLLOWING Q4 PROFIT TURNAROUND
- Company Performance: Esperion Therapeutics shares increased by 2.5% following the announcement of their Q4 profit.
- Market Reaction: The rise in shares indicates positive investor sentiment towards the company's financial results.
See More
Esperion Therapeutics Set to Announce Q4 Earnings on March 10
- Earnings Announcement: Esperion Therapeutics is set to release its Q4 earnings on March 10 before market open, with a consensus EPS estimate of $0.28, reflecting a substantial year-over-year increase of 354.5%, indicating a significant improvement in profitability that could positively impact stock prices.
- Strong Revenue Expectations: The anticipated revenue for Q4 is $166.12 million, representing a 140.4% year-over-year growth, which highlights the company's enhanced competitiveness in the market and may attract increased investor interest.
- Historical Performance Review: Over the past year, Esperion has exceeded EPS estimates 75% of the time and revenue estimates 100% of the time, demonstrating a consistent performance that bolsters market confidence in its future financial health.
- M&A Activity: Esperion plans to acquire Corstasis for an upfront payment of $75 million, a strategic move that not only expands its product line but also has the potential to enhance market share through resource integration, further solidifying its position in the biopharmaceutical sector.
See More
Esperion Outlines Future Growth Plans and Acquisition Strategy
- Market Penetration Plans: Esperion aims to enhance its U.S. market penetration through strengthened collaborations with global partners, which is expected to increase its market share in the cardiovascular sector, thereby bolstering its position in the competitive pharmaceutical landscape.
- Financial Performance Analysis: Despite reporting an EPS of $0.22 in Q4, below Wall Street's expectation of $0.28, and revenue of $168.5 million, CEO emphasized that 2025 will be a defining year for growth, reflecting confidence in future prospects.
- Acquisition Strategy: Esperion's acquisition of Corstasis Therapeutics for $75 million is anticipated to create long-term value and advance its Vision 2040 strategy, aiming to grow both franchises to multi-billion-dollar potential.
- Investor Sentiment: Although the stock fell over 6% post-report, retail sentiment on Stocktwits remained 'extremely bullish', indicating optimism about Esperion's upcoming growth catalysts.
See More
Esperion Reports Record Q4 2025 Earnings and Strategic Acquisition
- Strong Financial Performance: Esperion's Q4 total revenue reached $168.4 million, marking a 144% year-over-year increase, with U.S. net product revenue at $43.7 million, reflecting approximately a 38% growth compared to the same period in 2024, showcasing robust market execution and product demand.
- Strategic Acquisition Progress: The announced acquisition of Corstasis Therapeutics is expected to create powerful synergies for its global bempedoic acid portfolio and Enbumyst product line, targeting a $4 billion U.S. outpatient heart failure market, thereby further solidifying its market position.
- Accelerated International Expansion: Daiichi Sankyo Europe reported a 51% increase in royalty revenue in Q4, successfully entering 30 countries and launching in France, indicating the company's capability and growth potential in global markets.
- Optimistic Future Outlook: The company projects 2026 operating expenses to range between $225 million and $255 million, including $15 million in non-cash stock compensation expenses, with management expressing confidence in future market positioning and product launches, particularly in the upcoming U.S. dyslipidemia guidelines.
See More
Esperion Reports 21% Revenue Growth in FY25, Acquires Corstasis Therapeutics
- Strong Financial Performance: Esperion reported total revenue of $403.1 million for FY25, reflecting a 21% year-over-year increase, with U.S. net product revenue reaching $159.6 million, up 38%, indicating robust growth in its cardiovascular franchise.
- Strategic Acquisition: The company announced the acquisition of Corstasis Therapeutics to accelerate growth and expand its cardiovascular portfolio, particularly with Enbumyst™ nasal diuretic, which targets a market of over 6.7 million U.S. heart failure patients, enhancing market share.
- Prescription Growth: In Q4 2025, retail prescription equivalents grew by 34% year-over-year and 11.3% quarter-over-quarter, reflecting ongoing improvements in market penetration and brand recognition, thereby strengthening Esperion's position in the competitive cardiovascular drug market.
- Increased R&D Investment: R&D expenses rose by 26% to $47.9 million in 2025, primarily driven by clinical study costs, demonstrating the company's commitment to innovative drug development, which is expected to lay the groundwork for future product line expansions.
See More
Esperion Reports Q4 Earnings Beat with Strong Revenue Growth
- Significant Revenue Growth: Esperion's Q4 revenue reached $168.45 million, reflecting a remarkable 143.7% year-over-year increase, surpassing expectations by $2.33 million, indicating strong market performance, particularly in new product sales.
- Net Product Sales Surge: U.S. net product sales grew approximately 38% year-over-year to $43.7 million, with full-year 2025 sales also increasing by 38% to $159.6 million, demonstrating significant progress in expanding market share.
- Strong Prescription Growth: Q4 retail prescription equivalents showed a 34% year-over-year increase and an 11.3% sequential growth, reflecting rising consumer demand for Esperion's products and further solidifying its market position.
- Transparent Expense Outlook: The company expects operating expenses for 2026 to range between $225 million and $255 million, including approximately $15 million in non-cash expenses related to stock compensation, indicating a cautious approach to cost management.
See More
