Recent discussions on X about GeoVax Labs (GOVX) have centered on the company’s emergence as a potential challenger in the vaccine market, particularly following a significant private equity takeover of a competitor valued at nearly $3 billion. Posts on the platform highlight GeoVax’s favorable regulatory feedback from the European Medicines Agency, which has paved the way for direct Phase 3 trials of its GEO-MVA vaccine, positioning it as a notable alternative in the space. The buzz also reflects anticipation for upcoming updates at the Emerging Growth Conference, where the company is expected to share key developments.
Additionally, X users have been dissecting GeoVax’s Q2 2025 earnings, noting a substantial revenue increase that contrasts with a dip in stock price during regular trading hours. Some have expressed optimism about the company’s clinical data and strategic milestones, while others remain cautious due to funding uncertainties and rising expenses. This mix of reactions underscores the high stakes and intense interest surrounding GeoVax’s next moves in the biotech sector.
Note: This discussion summary was generated from an AI condensation of post data.
GeoVax Labs Insider Trading Activity
GeoVax Labs insiders have traded $GOVX stock on the open market 5 times in the past 6 months. Of those trades, 5 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $GOVX stock by insiders over the last 6 months:
- DAVID A DODD (President, CEO) purchased 10,000 shares for an estimated $10,800
- JOHN N JR SPENCER purchased 10,000 shares for an estimated $9,800
- MARK REYNOLDS (CFO) purchased 6,800 shares for an estimated $7,343
- JOHN W. SHARKEY (VP, Business Development) purchased 6,000 shares for an estimated $5,940
- KELLY T. JR. MCKEE (Chief Medical Officer) purchased 1,107 shares for an estimated $741
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
GeoVax Labs Hedge Fund Activity
We have seen 10 institutional investors add shares of GeoVax Labs stock to their portfolio, and 13 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ARMISTICE CAPITAL, LLC removed 662,885 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $573,859
- UBS GROUP AG added 108,784 shares (+118.9%) to their portfolio in Q2 2025, for an estimated $94,174
- MORGAN STANLEY removed 52,045 shares (-50.9%) from their portfolio in Q2 2025, for an estimated $45,055
- CITADEL ADVISORS LLC removed 42,275 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $44,811
- JANE STREET GROUP, LLC removed 25,834 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $22,364
- TWO SIGMA SECURITIES, LLC removed 13,608 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $11,780
- ENGINEERS GATE MANAGER LP removed 11,936 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $12,652
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
GeoVax Labs Analyst Ratings
Wall Street analysts have issued reports on $GOVX in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- D. Boral Capital issued a "Buy" rating on 08/07/2025
- HC Wainwright & Co. issued a "Buy" rating on 04/16/2025
To track analyst ratings and price targets for GeoVax Labs, check out Quiver Quantitative's $GOVX forecast page.
GeoVax Labs Price Targets
Multiple analysts have issued price targets for $GOVX recently. We have seen 2 analysts offer price targets for $GOVX in the last 6 months, with a median target of $8.5.
Here are some recent targets:
- Jason Kolbert from D. Boral Capital set a target price of $9.0 on 08/07/2025
- Vernon Bernardino from HC Wainwright & Co. set a target price of $8.0 on 04/16/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
