ADMA Biologics, Inc. (ADMA)

In November 2025, ADMA reported its Q3 earnings with an EPS of $0.16 and revenues of $134.2 million, exceeding expectations. In December 2025, the company's stock was noted as a discounted stock with good prospects. In January 2026, ADMA participated in the J.P. Morgan Healthcare Conference, highlighting a preliminary revenue of over $510 million for 2025 and providing strong revenue guidance for 2026 and 2027. In April 2025, the FDA approved a yield enhancement process expected to boost production yields by approximately 20%. Also in April 2025, ADMA Biologics issued a statement on tariffs, reiterating its strategic advantage through fully U.S.-based operations.

The demand for plasma-derived therapies, including immunoglobulins produced by ADMA Biologics, has shown consistent growth globally due to an aging population and new applications. While the COVID-19 pandemic caused a temporary drop in immunoglobulin demand in 2021, it recovered in subsequent years. There is no explicit information indicating significant seasonal fluctuations in the demand for ADMA Biologics' specific products or its plasma collection services.

ADMA Biologics is a biopharmaceutical company focused on developing, manufacturing, and marketing specialty plasma-derived biologics for treating immunodeficient patients and those susceptible to infectious diseases. Its FDA-approved products include ASCENIV™ for primary humoral immunodeficiency, BIVIGAM® also for PI, and NABI-HB® for hepatitis B immunity. ADMA operates FDA-approved plasma collection facilities through ADMA BioCenters and is developing a pipeline of plasma-derived therapeutics.

ADMA Biologics primarily operates within the United States, with its headquarters in Ramsey, New Jersey, and its plasma fractionation and purification facility in Boca Raton, Florida. ADMA BioCenters operates multiple FDA-approved source plasma collection facilities across the U.S., including locations in Florida, South Carolina, and Georgia. The company's commercialization efforts are focused on the domestic U.S. market.

ADMA Biologics maintains a positive brand reputation, driven by strong demand for its products like ASCENIV™. The company has received bullish sentiment from analysts and benefited from the FDA approval of its yield enhancement process. There have been no explicitly reported events negatively affecting ADMA Biologics' reputation in the past year.

The ownership structure of ADMA Biologics is a mix of institutional, retail, and individual investors. Approximately 51.90% of the company's stock is owned by Institutional Investors, 3.19% by Insiders, and 44.91% by Public Companies and Individual Investors. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc., IJR - iShares Core S&P Small-Cap ETF, State Street Corp, Invesco Ltd., and Sachem Head Capital Management LP. As of February 2, 2026, Thrivent Financial for Lutherans increased its stake, owning approximately 1.74% of the company.