• In early January 2026, Xeris Biopharma Holdings raised its full-year 2025 revenue guidance to approximately US$292 million, above its prior US$285 million–US$290 million range, citing record fourth-quarter and full-year revenue performance.
• The company also reported stronger-than-expected commercial momentum for Recorlev and recent patent additions, which together reinforce management’s confidence in its long-term growth ambitions.
• Next, we’ll explore how this upgraded revenue outlook and Recorlev’s momentum may influence Xeris Biopharma’s existing investment narrative.

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Xeris Biopharma Holdings Investment Narrative Recap

To own Xeris Biopharma, you need to believe its focused endocrine portfolio can keep gaining traction while new assets like XP-8121 eventually broaden the story. The upgraded 2025 revenue outlook reinforces Recorlev’s importance as the key near term growth driver, but it does not remove the central risk of relying on a small group of products in markets that could see tougher competition and pricing pressure.

Among recent developments, the FDA approval and partnered U.S. launch of Gvoke VialDx with American Regent stands out alongside the latest revenue guidance raise. Together, they highlight management’s push to deepen revenue from existing technology as investors watch whether expanding commercial efforts and partnerships can offset the concentration risk around Recorlev, Gvoke and Keveyis over the next few years.

But while the higher revenue guidance is encouraging, investors should also be aware of how concentrated Xeris still is in just a few therapies...

Xeris Biopharma Holdings' narrative projects $440.9 million revenue and $84.8 million earnings by 2028. This requires 21.5% yearly revenue growth and a $116.8 million earnings increase from -$32.0 million today.

Uncover how Xeris Biopharma Holdings' forecasts yield a $11.50 fair value, a 41% upside to its current price.

Exploring Other Perspectives

Four fair value estimates from the Simply Wall St Community range from US$4.69 to US$41.67, underscoring how far apart individual views can be. Against that backdrop, Xeris’s reliance on a narrow set of commercial products raises important questions about how sustained product performance could influence where the company ultimately fits within that wide spread of expectations.

Explore 4 other fair value estimates on Xeris Biopharma Holdings - why the stock might be worth over 5x more than the current price!

Build Your Own Xeris Biopharma Holdings Narrative

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

• A great starting point for your Xeris Biopharma Holdings research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Xeris Biopharma Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Xeris Biopharma Holdings' overall financial health at a glance.

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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.