ImmunityBio (IBRX) Reports Q4 Net Revenue of $38.3M, 431% YoY Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: seekingalpha
- Strong Financial Performance: ImmunityBio announced that its Q4 net product revenue reached nearly $38.3 million as of December 31, 2025, reflecting approximately 431% year-over-year growth, driven by robust demand for its cancer therapy Anktiva.
- Quarterly Sales Growth: Compared to $31.8 million recorded in Q3 2025, Q4 indicated a 20% sequential sales increase, demonstrating the company's ongoing expansion and increasing market acceptance in the cancer treatment sector.
- Annual Revenue Milestone: The company reported nearly $113 million in preliminary net product revenue for the full year 2025, implying around 700% year-over-year growth, showcasing the successful promotion and sales of Anktiva across multiple countries.
- Healthy Cash Position: As of the end of last year, ImmunityBio reported $242.8 million in cash, cash equivalents, and marketable securities, providing ample financial resources for future R&D and market expansion efforts.
Analyst Views on IBRX
Wall Street analysts forecast IBRX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IBRX is 6.33 USD with a low forecast of 5.00 USD and a high forecast of 8.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 3.020
Low
5.00
Averages
6.33
High
8.00
Current: 3.020
Low
5.00
Averages
6.33
High
8.00
About IBRX
Immunitybio, Inc. is a vertically integrated, clinical-stage biotechnology company developing therapies and vaccines that bolster the natural immune system to defeat cancers and infectious diseases. Using its applied science and platforms to treat cancers, including the development of potential cancer vaccines, as well as developing immunotherapies and cell therapies to reduce or eliminate the need for standard high-dose chemotherapy. Its platforms and their associated product candidates are designed to attack cancer and infectious pathogens by activating both the innate immune system, including NK cells, dendritic cells, and macrophages, as well as the adaptive immune system comprising B and T cells, in an orchestrated manner. Its platforms for the development of biologic product candidates include antibody-cytokine fusion proteins, vaccine vectors, and cell therapies. Its biologic commercial product candidate, Anktiva, is an IL-15 superagonist antibody-cytokine fusion protein.
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.
