Zymeworks (ZYME) Gets Fresh Analyst Love—Target Price Soars 43% Higher

2025-12-23 16:56:08

Abstract generation in progress

Zymeworks faced a significant recalibration this week. Wall Street analysts have collectively raised their one-year price target for the biotech stock to $35.19 per share, marking a substantial jump from the previous consensus of $24.62 set back in November 2025. That’s a 42.94% upward revision—a bold signal of renewed confidence in the company’s prospects.

Currently trading at $26.69, the new target implies nearly 32% upside potential from present levels. Individual analyst estimates range from a cautious $25.25 to an optimistic $44.10, showing healthy debate about where ZYME could head.

Institutional Players Are Watching Closely

The institutional landscape tells an interesting story. A total of 332 funds and institutions hold positions in Zymeworks, though this cohort shrunk by 19 holders (5.41%) in the last quarter. More nuanced: the total institutional stake actually declined by 4.57% to 78,404K shares, yet the average portfolio weight allocated to ZYME expanded by 3.78%—meaning remaining holders are doubling down.

The put/call ratio sits at 0.89, which traders interpret as a bullish signal. Translation: more calls than puts, suggesting market participants are betting on upside moves.

Who’s Making the Big Moves?

The major shareholders paint a picture of selective conviction mixed with tactical adjustments:

EcoR1 Capital remains the dominant voice, holding 22.97 million shares (30.69% of the company). They’ve held steady with no changes last quarter.

Bvf trimmed its position by 9.40% to 3.94 million shares, yet simultaneously increased its portfolio allocation to ZYME by 41.15%—a counterintuitive move that suggests they’re raising the stock’s importance within their overall strategy despite owning fewer shares.

Redmile Group cut holdings from 4.15 million to 3.71 million shares (a 12.01% reduction), but also bumped up portfolio weight by 11.08%, following a similar pattern of strategic repositioning.

Perceptive Advisors stands out as the growth buyer, expanding holdings by 39% from 1.28 million to 2.09 million shares while increasing allocation intensity by 62.24%—the most aggressive commitment among major players.

The overall picture: mixed activity, but subtle shifts suggest sophisticated players are recalibrating their bets on ZYME’s future.

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