Kopion Asset Management Buys 327,064 Shares of Certara for $3.37 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 05 2026
0mins
Source: Fool
- Share Acquisition: Kopion Asset Management disclosed the purchase of 327,064 shares of Certara during the quarter ending December 31, representing an estimated transaction value of $3.37 million, indicating confidence in the company's growth potential.
- Increased Stake: Certara now constitutes 6.19% of Kopion's reportable U.S. equity AUM, highlighting its growing significance in the portfolio, which may influence future investment decisions.
- Market Performance Analysis: Despite an 18% decline in Certara's stock price over the past year, the company reported a 10% year-over-year revenue growth in Q3, with software revenue up 22%, demonstrating sustained demand and resilience in the drug development sector.
- Investment Strategy Adjustment: Kopion's decision to increase its stake reflects a strategy of seeking defensive investments in volatile markets, as Certara's biosimulation software and regulatory services have high switching costs, ensuring persistent market demand.
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Analyst Views on CERT
Wall Street analysts forecast CERT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CERT is 12.11 USD with a low forecast of 9.00 USD and a high forecast of 16.00 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.
11 Analyst Rating
7 Buy
4 Hold
0 Sell
Moderate Buy
Current: 9.260
Low
9.00
Averages
12.11
High
16.00
Current: 9.260
Low
9.00
Averages
12.11
High
16.00
About CERT
Certara, Inc. is a provider of biosimulation technology and solutions for using Model-Informed Drug Development (MIDD) in the global biopharmaceutical industry. It accelerates medicine using biosimulation software, technology and services to transform traditional drug discovery and development. It delivers software products and technology-driven services to customers to carry out and realize the full benefits of biosimulation in drug discovery, preclinical and clinical research, regulatory submissions and market access. Its regulatory science and market access software and services, such as regulatory submissions software, natural language processing and Bayesian analytics. It offers both mechanistic and empirical biosimulation solutions providing clients with a comprehensive offering based on their therapy goals, mechanism of action, and available data sources. Its clients include 2,400 biopharmaceutical companies, academic institutions and regulatory agencies across 70 countries.
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.
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- Earnings Release Schedule: Certara will release its financial results for Q4 and the full year of 2025 before market open on February 26, 2026, providing investors with critical performance data and future outlook.
- Conference Call Details: Company management will host a conference call at 8:30 AM ET to discuss the financial results, requiring investors to register online in advance to ensure timely information dissemination.
- Webcast Availability: The event will feature both live and archived webcasts, accessible through the 'Investors' section of Certara's website, enhancing transparency and ease of information access for stakeholders.
- Broad Client Base: Certara serves over 2,600 biopharmaceutical companies, academic institutions, and regulatory agencies across 70 countries, demonstrating its global influence and market leadership in drug development.
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