Analysts expect ImmunityBio to report Q3 2026 revenue of $59.23 million and a consensus EPS of -$0.07, with shares currently trading at $8.53 against an average analyst price target of $14.25.
The primary focus for investors remains the commercial execution and sequential sales growth of ANKTIVA, the company's lead immunotherapy for bladder cancer.
ImmunityBio achieved record Q2 product revenue of $50.7 million, marking eight consecutive quarters of growth since its U.S. launch. Investors are also watching for updates on the supplemental Biologics License Application for papillary disease, which faces a critical PDUFA target date in January 2027.