Q1 Revenue Surge: Social media discussions spotlight ImmunityBio's first-quarter earnings, with Anktiva sales rocketing 168% year-over-year to $44.2 million. Sequential quarterly growth persists since launch, underscoring accelerating adoption. Cash position strengthened to $381 million, bolstering runway amid expansion.
Post-Earnings Dip: Shares pulled back despite revenue meeting expectations, as a hefty net loss—mostly non-cash warrant charges from soaring stock prices—dominated headlines. Participants dismiss the GAAP hit as accounting noise, focusing on operational momentum. Many label the decline a discount for long-term positioning.
Catalyst Horizon: Chatter anticipates a supplemental biologics license application for BCG-naïve bladder cancer patients next year, alongside deals in Japan and Portugal. International approvals in Saudi Arabia and Macau fuel optimism for global uptake. Short interest draws squeeze speculation amid viral patient outcome buzz.
Note: This discussion summary was generated from an AI condensation of post data.
ImmunityBio Insider Trading Activity
ImmunityBio insiders have traded $IBRX stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $IBRX stock by insiders over the last 6 months:
- BARRY J. SIMON has made 0 purchases and 5 sales selling 401,967 shares for an estimated $3,778,685.
- CHRISTOBEL SELECKY has made 0 purchases and 3 sales selling 100,000 shares for an estimated $687,650.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
ImmunityBio Hedge Fund Activity
We have seen 206 institutional investors add shares of ImmunityBio stock to their portfolio, and 95 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HEIGHTS CAPITAL MANAGEMENT, INC removed 6,565,709 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $13,000,103
- BLACKROCK, INC. added 5,790,256 shares (+29.2%) to their portfolio in Q4 2025, for an estimated $11,464,706
- STATE STREET CORP added 5,139,890 shares (+45.4%) to their portfolio in Q4 2025, for an estimated $10,176,982
- VANGUARD GROUP INC added 5,122,052 shares (+18.5%) to their portfolio in Q4 2025, for an estimated $10,141,662
- CITIGROUP INC removed 2,271,488 shares (-95.4%) from their portfolio in Q4 2025, for an estimated $4,497,546
- TWO SIGMA INVESTMENTS, LP added 2,109,983 shares (+80.9%) to their portfolio in Q4 2025, for an estimated $4,177,766
- WOODLINE PARTNERS LP removed 1,851,185 shares (-34.9%) from their portfolio in Q4 2025, for an estimated $3,665,346
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
ImmunityBio Analyst Ratings
Wall Street analysts have issued reports on $IBRX in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 02/23/2026
- Piper Sandler issued a "Overweight" rating on 01/20/2026
- D. Boral Capital issued a "Buy" rating on 01/20/2026
To track analyst ratings and price targets for ImmunityBio, check out Quiver Quantitative's $IBRX forecast page.
ImmunityBio Price Targets
Multiple analysts have issued price targets for $IBRX recently. We have seen 7 analysts offer price targets for $IBRX in the last 6 months, with a median target of $12.0.
Here are some recent targets:
- Jason Kolbert from D. Boral Capital set a target price of $23.0 on 05/05/2026
- Jeet Mukherjee from BTIG set a target price of $13.0 on 03/12/2026
- Edward Tenthoff from Piper Sandler set a target price of $12.0 on 03/04/2026
- Andres Y. Maldonado from HC Wainwright & Co. set a target price of $15.0 on 02/23/2026
- Kelly Shi from Jefferies set a target price of $9.0 on 12/12/2025
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.
