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....

Key Metrics to Watch

Revenue Growth

Revenue growth is critical as it indicates the company's ability to expand its market presence and meet demand for its products.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of profitability and is closely watched by investors to gauge financial health.

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. Operating in the Health Care sector, ADMA plays a crucial role in providing therapies that help patients with compromised immune systems, which is increasingly important in today's health landscape.

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, showing a stable performance compared to previous quarters. The stock reacted with a slight decline of 1.66% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Continue to focus on expanding the product pipeline.
Maintain operational efficiency to support profitability.
Enhance marketing efforts to boost product awareness.

Expectations

Wall Street Expectations

Overall, expectations are mixed as ADMA prepares for its upcoming earnings report. Investors are keen to see if the company can maintain its growth trajectory and meet or exceed prior earnings.

Bull Case

If ADMA can demonstrate strong revenue growth and positive updates on its product pipeline, it may boost investor confidence and lead to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet earnings expectations or provides lackluster updates on its product pipeline, it could lead to a sharp decline in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth for the upcoming quarter?

Revenue growth is a critical indicator of the company's ability to expand its market share and meet demand for its products.

What updates can management provide on the product pipeline?

Insights into the product pipeline can significantly affect investor sentiment and expectations for future revenue.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for ADMA's product pipeline to drive significant revenue growth this quarter.

Supporting Evidence

Historical data shows a 67% beat rate in EPS, indicating a tendency to outperform expectations.

Options pricing suggests a large move, indicating that investors are anticipating significant news.

The company's focus on expanding its product offerings could lead to unexpected revenue increases.

Key Risk

If the revenue growth exceeds 10%, it could challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the focus will be on revenue growth and product pipeline updates, which are crucial for ADMA's future prospects.

Bull Confirmed If

Demonstrating revenue growth of at least 10% year-over-year would confirm the bull case.

Bear Confirmed If

If revenue growth is below 5%, it would support 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 move, suggesting that investors expect volatility around the earnings announcement.

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 a potential stock increase of around 0.27%, confirming positive investor sentiment.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may remain volatile with mixed reactions.

Miss

Should the company miss expectations, history indicates a potential decline of about 3.59%, reflecting disappointment among investors.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on revenue growth and any specific figures.
2Updates regarding the product pipeline and expected launch timelines.
3Management's outlook on market conditions and competitive landscape.
4Any changes in operational efficiency or cost management strategies.
5Insights into customer demand and feedback on existing products.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Aug3

ONBMO

ON Semiconductor Corporation

PreviewView

Aug3

LBMO

Company Snapshot

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

Key Metrics to Watch

Revenue Growth

Revenue growth is critical as it indicates the company's ability to expand its market presence and meet demand for its products.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of profitability and is closely watched by investors to gauge financial health.

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

Management Promises & Guidance

Continue to focus on expanding the product pipeline.
Maintain operational efficiency to support profitability.
Enhance marketing efforts to boost product awareness.

Expectations

Wall Street Expectations

Overall, expectations are mixed as ADMA prepares for its upcoming earnings report. Investors are keen to see if the company can maintain its growth trajectory and meet or exceed prior earnings.

Bull Case

If ADMA can demonstrate strong revenue growth and positive updates on its product pipeline, it may boost investor confidence and lead to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet earnings expectations or provides lackluster updates on its product pipeline, it could lead to a sharp decline in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth for the upcoming quarter?

Revenue growth is a critical indicator of the company's ability to expand its market share and meet demand for its products.

What updates can management provide on the product pipeline?

Insights into the product pipeline can significantly affect investor sentiment and expectations for future revenue.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for ADMA's product pipeline to drive significant revenue growth this quarter.

Supporting Evidence

Historical data shows a 67% beat rate in EPS, indicating a tendency to outperform expectations.

Options pricing suggests a large move, indicating that investors are anticipating significant news.

The company's focus on expanding its product offerings could lead to unexpected revenue increases.

Key Risk

If the revenue growth exceeds 10%, it could challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the focus will be on revenue growth and product pipeline updates, which are crucial for ADMA's future prospects.

Bull Confirmed If

Demonstrating revenue growth of at least 10% year-over-year would confirm the bull case.

Bear Confirmed If

If revenue growth is below 5%, it would support 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 move, suggesting that investors expect volatility around the earnings announcement.

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 a potential stock increase of around 0.27%, confirming positive investor sentiment.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may remain volatile with mixed reactions.

Miss

Should the company miss expectations, history indicates a potential decline of about 3.59%, reflecting disappointment among investors.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on revenue growth and any specific figures.
2Updates regarding the product pipeline and expected launch timelines.
3Management's outlook on market conditions and competitive landscape.
4Any changes in operational efficiency or cost management strategies.
5Insights into customer demand and feedback on existing products.