Vaxcyte Price Target Rises to $110, OPUS-1 Topline Data Expected Q4 2026
Cantor Fitzgerald maintained an Overweight rating on Vaxcyte, citing Phase 3 OPUS-1 topline data due in Q4 2026 and a planned BLA filing in 2027. Needham raised its price target from $90 to $110, implying over 100% upside after strong Phase 2 VAX-31 data.
1. Analyst Ratings and Price Targets
Cantor Fitzgerald upheld its Overweight rating on Vaxcyte, while Needham boosted its price target to $110, signaling over 100% upside potential based on recent clinical data and market positioning.
2. Clinical Pipeline Milestones
The Phase 3 OPUS-1 trial is slated to deliver topline results in Q4 2026 with a BLA filing planned for 2027; OPUS-2 dosing is underway and OPUS-3 is scheduled to commence in Q1 2026.
3. VAX-31 Phase 2 Data and Conviction List
Strong Phase 2 results for VAX-31 have reduced near-term risk and positioned the pneumococcal vaccine candidate as best-in-class, earning Vaxcyte a spot on Needham's Conviction List for 2026.