Collegium Pharmaceutical (NASDAQ:COLL) Given New $54.00 Price Target at Needham & Company LLC

Collegium Pharmaceutical (NASDAQ:COLL) had its price objective cut by equities researchers at Needham & Company LLC from $56.00 to $54.00 in a research note issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the specialty pharmaceutical company’s stock. Needham & Company LLC’s target price indicates a potential upside of 22.60% from the stock’s previous close.

Several other research analysts also recently commented on the company. Barclays reduced their price objective on Collegium Pharmaceutical from $58.00 to $56.00 and set an “overweight” rating on the stock in a report on Friday, January 9th. Weiss Ratings restated a “buy (b-)” rating on shares of Collegium Pharmaceutical in a report on Monday, December 29th. Truist Financial set a $58.00 target price on shares of Collegium Pharmaceutical in a report on Tuesday, February 10th. Zacks Research lowered shares of Collegium Pharmaceutical from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Finally, Wall Street Zen upgraded shares of Collegium Pharmaceutical from a “buy” rating to a “strong-buy” rating in a research note on Saturday, November 8th. Five equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $53.00.

Collegium Pharmaceutical Trading Down 3.7%

Shares of NASDAQ COLL traded down $1.70 during trading hours on Thursday, hitting $44.05. 299,047 shares of the company traded hands, compared to its average volume of 411,906. The stock has a market capitalization of $1.39 billion, a price-to-earnings ratio of 27.36 and a beta of 0.64. The company’s 50 day moving average price is $46.75 and its 200 day moving average price is $41.98. Collegium Pharmaceutical has a 12 month low of $23.23 and a 12 month high of $50.79. The company has a current ratio of 1.36, a quick ratio of 1.27 and a debt-to-equity ratio of 2.71.

Collegium Pharmaceutical (NASDAQ:COLL) last posted its quarterly earnings data on Thursday, February 26th. The specialty pharmaceutical company reported $2.04 earnings per share for the quarter, missing analysts’ consensus estimates of $2.20 by ($0.16). The firm had revenue of $205.45 million for the quarter, compared to the consensus estimate of $206.36 million. Collegium Pharmaceutical had a net margin of 7.72% and a return on equity of 102.03%. The company’s revenue was up 12.9% on a year-over-year basis. During the same quarter last year, the firm earned $1.77 EPS. On average, equities research analysts anticipate that Collegium Pharmaceutical will post 5.62 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Collegium Pharmaceutical news, EVP Scott Dreyer sold 17,600 shares of the stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $48.17, for a total transaction of $847,792.00. Following the completion of the transaction, the executive vice president owned 103,613 shares of the company’s stock, valued at $4,991,038.21. This represents a 14.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Rita J. Balice-Gordon sold 3,650 shares of the business’s stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $47.03, for a total value of $171,659.50. Following the sale, the director owned 52,629 shares of the company’s stock, valued at $2,475,141.87. The trade was a 6.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 2.51% of the company’s stock.

Institutional Investors Weigh In On Collegium Pharmaceutical

Several institutional investors and hedge funds have recently added to or reduced their stakes in COLL. Illinois Municipal Retirement Fund increased its holdings in shares of Collegium Pharmaceutical by 1.6% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 17,281 shares of the specialty pharmaceutical company’s stock worth $605,000 after buying an additional 278 shares during the last quarter. Vident Advisory LLC increased its stake in Collegium Pharmaceutical by 1.9% during the third quarter. Vident Advisory LLC now owns 15,466 shares of the specialty pharmaceutical company’s stock worth $541,000 after acquiring an additional 281 shares during the last quarter. Quadrant Capital Group LLC lifted its stake in shares of Collegium Pharmaceutical by 4.2% in the 4th quarter. Quadrant Capital Group LLC now owns 6,996 shares of the specialty pharmaceutical company’s stock valued at $324,000 after purchasing an additional 282 shares during the last quarter. GAMMA Investing LLC grew its holdings in shares of Collegium Pharmaceutical by 9.6% during the 4th quarter. GAMMA Investing LLC now owns 3,262 shares of the specialty pharmaceutical company’s stock worth $151,000 after purchasing an additional 285 shares during the period. Finally, Atom Investors LP grew its holdings in shares of Collegium Pharmaceutical by 5.0% during the 4th quarter. Atom Investors LP now owns 6,124 shares of the specialty pharmaceutical company’s stock worth $284,000 after purchasing an additional 294 shares during the period.

Key Headlines Impacting Collegium Pharmaceutical

Here are the key news stories impacting Collegium Pharmaceutical this week:

• Positive Sentiment: Recorded strong revenue growth: full?year 2025 net revenues were a record $780.6M, up ~24% year?over?year — evidence of underlying sales momentum. Collegium Reports Fourth Quarter and Full-Year 2025 Financial Results
• Neutral Sentiment: Q4 net revenue of $205.45M was up ~13% year?over?year and broadly in line with expectations, supporting the growth narrative even though it wasn’t a beat. Collegium Pharmaceutical’s (NASDAQ:COLL) Q4 CY2025 Earnings Results: Revenue In Line With Expectations
• Neutral Sentiment: The company updated FY?2026 revenue guidance to roughly $805M–$825M, which sits near consensus; management did not provide a clear EPS beat that would materially surprise investors. (Guidance detail reported in earnings releases and call materials.) View Press Release / Slide Deck
• Neutral Sentiment: Conference call, slide deck and press materials are available for investors to review management’s commentary on product performance (Jornay PM was highlighted in previews). Listen to Conference Call / View Materials
• Negative Sentiment: EPS missed estimates: Q4 GAAP EPS of $2.04 vs. Zacks/consensus ~ $2.19–$2.20, a shortfall that tends to pressure the share price despite sales growth. Collegium Pharmaceutical (COLL) Q4 Earnings and Revenues Miss Estimates
• Negative Sentiment: Revenue was slightly below consensus ($205.45M vs. ~$206.4M) and the EPS miss widened focus on margins and profitability despite a strong ROE and improving sales. Collegium Pharmaceutical (COLL) Reports Q4 Earnings: What Key Metrics Have to Say

About Collegium Pharmaceutical

Collegium Pharmaceutical, Inc is a specialty pharmaceutical company focused on the development, manufacture and commercialization of products for pain management and opioid dependence. The company’s core expertise lies in its DETERx microsphere technology, a platform designed to provide extended-release delivery of active pharmaceutical ingredients while deterring manipulation for unintended routes of abuse.

The company’s principal marketed products include Xtampza® ER (extended-release oxycodone), which received approval from the U.S.