AbCellera Biologics Inc (ABCL) Down 23% Since Q3 2025 Results

Core Insights - AbCellera Biologics Inc. (NASDAQ:ABCL) is experiencing a decline of over 23% since its fiscal Q3 2025 business update, yet analysts maintain a bullish outlook with a 12-month average price target of $8.5, indicating a potential upside of 144.96% from current levels [1]. Financial Performance - The company reported a year-over-year revenue growth of 37.62%, reaching $8.96 million, which exceeded estimates by $2.62 million. However, the earnings per share (EPS) of negative $0.19 fell short of expectations by $0.03 [3]. Strategic Direction - AbCellera is shifting its strategy from partnerships to developing its own clinical assets while still valuing existing partnerships with major pharmaceutical companies like Lilly and AbVie. This strategic pivot aims to leverage its capabilities and technologies for internal development [4]. Product Development - The company is focused on discovering and developing antibody-based medicines targeting cancer, metabolic/endocrine conditions, and autoimmune disorders, utilizing an AI-powered platform for rapid single-cell screening [5]. Analyst Ratings - On November 19, David Martin, PhD, from Bloom Burton reiterated a Buy rating with a price target of $9. Earlier, Srikripa Devarakonda from Truist Financial also maintained a Buy rating without specifying a price target [2].