• EN

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    How Liquidia’s Reaffirmed Analyst Support and Revenue Momentum Will Impact Liquidia (LQDA) Investors

    Simply Wall St·12/22/2025 19:13:59
    Listen to the news
    • In recent days, Wells Fargo’s Benjamin Burnett reaffirmed a Buy rating on Liquidia Technologies, aligning with a broader analyst consensus of Strong Buy and reflecting confidence following the company’s latest quarterly update.
    • Liquidia’s strong year-over-year revenue growth has reinforced perceptions that the company is building operational momentum, which may be influencing how analysts and investors frame its long-term potential.
    • We will now examine how the reaffirmed Buy rating, alongside strong revenue growth, shapes Liquidia’s investment narrative for investors today.

    The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.

    What Is Liquidia's Investment Narrative?

    To own Liquidia, you need to believe that YUTREPIA’s FDA approval and first commercial shipments can translate strong recent revenue growth into a sustainable, profitable pulmonary business, despite ongoing legal and execution risks. The latest quarter’s jump in revenue and sharply narrower loss, followed by Wells Fargo’s reaffirmed Buy rating and a Strong Buy consensus, supports the view that the story is tilting toward commercialization rather than pure speculation. That said, the stock’s very large multi‑year run and a rich price to sales multiple mean expectations are already elevated, so the new rating itself is unlikely to change the near term catalysts in a material way. The bigger swing factors remain YUTREPIA’s launch trajectory, patent litigation outcomes with United Therapeutics, and Liquidia’s cash burn and funding needs.

    However, investors should also factor in the patent dispute that still hangs over YUTREPIA. Liquidia's shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

    Exploring Other Perspectives

    LQDA 1-Year Stock Price Chart
    LQDA 1-Year Stock Price Chart
    The four fair value estimates from the Simply Wall St Community range from just US$2.17 to nearly US$196.66, underscoring how far apart private investors can be on Liquidia. When you set that against the current focus on YUTREPIA’s launch and the ongoing patent dispute, it becomes clear that different views on legal risk and commercial uptake are driving sharply different expectations for future performance.

    Explore 4 other fair value estimates on Liquidia - why the stock might be worth less than half the current price!

    Build Your Own Liquidia Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    Contemplating Other Strategies?

    Our top stock finds are flying under the radar-for now. Get in early:

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.