Equity Profile

ADMA

ADMA Biologics, Inc.

Health CareBiotechnology$2.1B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

ADMA Biologics, Inc. is a biotechnology company focused on developing and manufacturing specialty biologics for the treatment of immune deficiencies and infectious diseases....

Key Metrics to Watch

Revenue Growth

This metric will indicate how well ADMA is expanding its market presence and product adoption.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show whether the company is meeting or exceeding market expectations.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

ADMA Q2-2026 Earnings Preview

Context

Company Snapshot

ADMA Biologics, Inc. is a biotechnology company focused on developing and manufacturing specialty biologics for the treatment of immune deficiencies and infectious diseases. Operating in the health care sector, ADMA's products are crucial for patients who rely on immunoglobulin therapies, especially in the context of increasing demand for effective treatments.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

+30.88%

Avg Stock Reaction

+0.95%

Last Quarter Recap

In Q1 2026, ADMA reported an EPS of $0.19, which did not meet analyst expectations. Following the announcement, the stock experienced a slight decline of 1.66% the next day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about ADMA's upcoming earnings, especially given the company's recent performance and the potential for growth in the specialty biologics market.

Bull Case

If ADMA can demonstrate strong revenue growth and exceed EPS expectations, it could signal robust demand for its products and lead to a positive market reaction.

Bear Case

On the other hand, if the company fails to meet expectations or shows signs of declining sales, it could raise concerns about its market position and lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2 2026?

The EPS figure will be critical in assessing ADMA's profitability and whether it meets or exceeds market expectations.

What are the sales figures for ADMA's key products?

Sales figures will provide insight into the demand for ADMA's therapies and overall market performance, which is essential for future growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating ADMA's potential for revenue growth due to increasing demand for specialty biologics, which could lead to stronger-than-expected sales figures.

Supporting Evidence

ADMA has a history of beating EPS expectations 67% of the time, indicating potential for positive surprises.

The options market is pricing in a significant move, suggesting that traders expect volatility and potential upside.

Recent trends in the biotechnology sector show increasing demand for immunoglobulin therapies, which could benefit ADMA.

Key Risk

If ADMA's sales figures exceed expectations, it could significantly challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around ADMA's ability to maintain growth and profitability in a competitive biotechnology landscape.

Bull Confirmed If

An EPS of $0.25 or higher would confirm strong demand and profitability, supporting the bull case.

Bear Confirmed If

An EPS below $0.15 would indicate potential issues with sales and profitability, confirming the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±26.94%

Historical Avg

±2.8%

Pricing rich

The options market is pricing in a significant potential movement in ADMA's stock, indicating that traders expect volatility around the earnings report.

Options are pricing ±26.9% while ADMA has averaged ±2.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.7%

30d HV

61.6%

Calls (13K)P/C Ratio: 1.16Puts (800)

Edge

Institutional Ownership

Smart-money positioning from the most recent 13F filings.

Top holders adding

Institutional

97.01%

of float

Insider

1.85%

of float

Holders

474

institutions

Top Holders· as of Dec 2025

Blackrock Inc.
36,333,325 sh · $409.1M
15.64%
2.0%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ADMA beats expectations, history suggests the stock could rise by around 0.27% on the first day, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance from management.

Miss

If ADMA misses expectations, history suggests a potential decline of about 3.59% on the first day, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product sales volume and growth trends.
2Management's commentary on market demand for specialty biologics.
3Details on any new product launches or pipeline developments.
4Insights into cost management and profitability strategies.
5Any guidance on future earnings expectations or market conditions.

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Company Snapshot

ADMA Biologics, Inc. is a biotechnology company focused on developing and manufacturing specialty biologics for the treatment of immune deficiencies and infectious diseases....

Key Metrics to Watch

Revenue Growth

This metric will indicate how well ADMA is expanding its market presence and product adoption.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show whether the company is meeting or exceeding market expectations.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

ADMA Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

+30.88%

Avg Stock Reaction

+0.95%

Last Quarter Recap

In Q1 2026, ADMA reported an EPS of $0.19, which did not meet analyst expectations. Following the announcement, the stock experienced a slight decline of 1.66% the next day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about ADMA's upcoming earnings, especially given the company's recent performance and the potential for growth in the specialty biologics market.

Bull Case

If ADMA can demonstrate strong revenue growth and exceed EPS expectations, it could signal robust demand for its products and lead to a positive market reaction.

Bear Case

On the other hand, if the company fails to meet expectations or shows signs of declining sales, it could raise concerns about its market position and lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2 2026?

The EPS figure will be critical in assessing ADMA's profitability and whether it meets or exceeds market expectations.

What are the sales figures for ADMA's key products?

Sales figures will provide insight into the demand for ADMA's therapies and overall market performance, which is essential for future growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating ADMA's potential for revenue growth due to increasing demand for specialty biologics, which could lead to stronger-than-expected sales figures.

Supporting Evidence

ADMA has a history of beating EPS expectations 67% of the time, indicating potential for positive surprises.

The options market is pricing in a significant move, suggesting that traders expect volatility and potential upside.

Recent trends in the biotechnology sector show increasing demand for immunoglobulin therapies, which could benefit ADMA.

Key Risk

If ADMA's sales figures exceed expectations, it could significantly challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around ADMA's ability to maintain growth and profitability in a competitive biotechnology landscape.

Bull Confirmed If

An EPS of $0.25 or higher would confirm strong demand and profitability, supporting the bull case.

Bear Confirmed If

An EPS below $0.15 would indicate potential issues with sales and profitability, confirming the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±26.94%

Historical Avg

±2.8%

Pricing rich

The options market is pricing in a significant potential movement in ADMA's stock, indicating that traders expect volatility around the earnings report.

Options are pricing ±26.9% while ADMA has averaged ±2.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.7%

30d HV

61.6%

Calls (13K)P/C Ratio: 1.16Puts (800)

Edge

Institutional Ownership

Smart-money positioning from the most recent 13F filings.

Top holders adding

Institutional

97.01%

of float

Insider

1.85%

of float

Holders

474

institutions

Top Holders· as of Dec 2025

Blackrock Inc.
36,333,325 sh · $409.1M
15.64%
2.0%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ADMA beats expectations, history suggests the stock could rise by around 0.27% on the first day, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance from management.

Miss

If ADMA misses expectations, history suggests a potential decline of about 3.59% on the first day, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product sales volume and growth trends.
2Management's commentary on market demand for specialty biologics.
3Details on any new product launches or pipeline developments.
4Insights into cost management and profitability strategies.
5Any guidance on future earnings expectations or market conditions.