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    ImmunityBio (IBRX) Just Gave Investors Something To Think About

    Simply Wall St·09/04/2026 23:22:55
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    ImmunityBio (IBRX) is back in focus after reporting a narrower adjusted loss than anticipated and record product revenues, with strong adoption of its FDA approved bladder cancer therapy Anktiva drawing fresh investor attention.

    ImmunityBio’s share price has been volatile, but the trend over 2026 remains strongly positive. The year-to-date share price return of 300% and the 1-year total shareholder return of 236.67% suggest that momentum has been building as Anktiva gains traction and recent results reset expectations around both growth prospects and risk.

    Scan beyond ImmunityBio and review hand picked biotech stocks that currently show strong momentum and resilient fundamentals with the 49 high quality undervalued stocks.

    After a 300% year to date move, ImmunityBio now trades near US$8.08 while analyst targets cluster around US$12.75 and some intrinsic value estimates point even higher. How far from fair value does that leave the stock today?

    Most Popular Narrative: 37.8% Undervalued

    ImmunityBio’s most followed narrative points to a fair value of about $13 per share, compared with the last close at $8.08. It anchors that gap in a very specific growth blueprint.

    The rapid global expansion of ANKTIVA into 33 countries, including the U.S., EU, U.K., and Saudi Arabia, together with commercial partners like Accord and regional distributors, sets up a much larger treated patient base over time, which is directly tied to future product revenue growth.

    The broad use of checkpoint inhibitors across many tumor types has created a large pool of patients with limited options after checkpoint failure. ANKTIVA combinations targeting this setting, such as in QUILT-3.055, address an existing treatment gap that could influence future revenue and potentially support higher utilization per patient.

    Read the complete narrative.

    Want to see what sits behind that projected expansion for ImmunityBio? The narrative leans on rapid top line growth, sharply higher margins and a future profit multiple that assumes continued commercial traction.

    Result: Fair Value of $13 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, ImmunityBio’s narrative could be knocked off course if future trial results outside bladder cancer are disappointing or if regulators slow or limit label expansions.

    Find out about the key risks to this ImmunityBio narrative.

    Next Steps

    With sentiment on ImmunityBio clearly mixed, with both risks and rewards in play, it makes sense to move fast and check the data yourself. To balance the upside story against the concerns that other investors are watching, start by reviewing the 3 key rewards and 1 important warning sign.

    Looking for more ImmunityBio sized opportunities?

    If you stop with ImmunityBio, you risk missing other stocks that fit your goals. Put the screener to work and let the best ideas come to you.

    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.