Saudi expansion accelerates: ImmunityBio's recent partnership in Saudi Arabia to launch ANKTIVA for bladder and lung cancer has sparked widespread discussion on social media. Users highlight the collaboration's potential to reach over a billion people across three continents, emphasizing rapid distribution readiness. This move aligns with regional healthcare visions, drawing praise for advancing immunotherapy access.
EU approval fuels rally: The European Commission's conditional marketing authorization for ANKTIVA in 33 countries has propelled the stock's year-to-date surge of over 480 percent. Social media buzz focuses on preliminary 2025 revenues hitting $113 million, a 700 percent jump, signaling commercial traction. Investors note institutional buying as smart money positions for label expansions into lung cancer and beyond.
Pipeline optimism grows: Conversations underscore ANKTIVA's role in awakening natural killer cells against solid tumors, from bladder to potential pancreatic applications. While risks like cash burn and trial confirmations are acknowledged, the narrative centers on a biotech inflection point. Enthusiasm builds around global commercialization as a multi-year growth engine.
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 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 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 4 sales selling 326,967 shares for an estimated $2,877,898.
- 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.
ImmunityBio Hedge Fund Activity
We have seen 137 institutional investors add shares of ImmunityBio stock to their portfolio, and 110 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ARMISTICE CAPITAL, LLC removed 7,764,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $19,099,440
- 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
- GOLDMAN SACHS GROUP INC added 5,012,001 shares (+439.4%) to their portfolio in Q4 2025, for an estimated $9,923,761
- CITIGROUP INC removed 2,271,488 shares (-95.4%) from their portfolio in Q4 2025, for an estimated $4,497,546
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
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
- D. Boral Capital issued a "Buy" rating on 01/20/2026
- Piper Sandler issued a "Overweight" 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 5 analysts offer price targets for $IBRX in the last 6 months, with a median target of $9.0.
Here are some recent targets:
- Jason Kolbert from D. Boral Capital set a target price of $23.0 on 02/23/2026
- Andres Y. Maldonado from HC Wainwright & Co. set a target price of $15.0 on 02/23/2026
- Justin Zelin from BTIG set a target price of $9.0 on 01/23/2026
- Joseph Catanzaro from Piper Sandler set a target price of $7.0 on 01/20/2026
- 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.
