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Amphastar Pharmaceuticals Inc (AMPH)
NASDAQ:AMPH
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Amphastar Pharmaceuticals (AMPH) AI Stock Analysis

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AMPH

Amphastar Pharmaceuticals

(NASDAQ:AMPH)

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Neutral 68 (OpenAI - 5.2)
Rating:68Neutral
Price Target:
$22.50
▼(-1.66% Downside)
Action:Reiterated
Date:06/04/26
The score reflects solid fundamentals (profitability, strong cash flow, and currently low leverage) and a supportive earnings multiple, offset by weak technicals (price below key moving averages with negative MACD and sub-50 RSI) and a mixed earnings update where margins and EPS fell sharply due to pricing/340B and product headwinds despite portfolio growth initiatives and buybacks.
Positive Factors
Strong cash generation
Consistent, sizable operating cash flow and free cash flow provide durable internal funding for R&D, capex, share repurchases and working capital. Strong cash conversion (~1.03x operating cash to net income) cushions the business against pricing volatility and supports strategic flexibility over 2–6 months.
Negative Factors
Rebate / 340B pricing pressure
Structural downward pressure from rebate and 340B channel dynamics can permanently reduce realized average selling prices even if unit demand holds. This compresses margins on a core product and requires sustained contracting, rebate validation, or pricing changes to restore historical profitability.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong cash generation
Consistent, sizable operating cash flow and free cash flow provide durable internal funding for R&D, capex, share repurchases and working capital. Strong cash conversion (~1.03x operating cash to net income) cushions the business against pricing volatility and supports strategic flexibility over 2–6 months.
Read all positive factors

Amphastar Pharmaceuticals (AMPH) vs. SPDR S&P 500 ETF (SPY)

Amphastar Pharmaceuticals Business Overview & Revenue Model

Company Description
Amphastar Pharmaceuticals, Inc., established in 1996 and based in Rancho Cucamonga, California, functions as a biopharmaceutical enterprise. The company is engaged in the creation, production, commercialization, and distribution of both generic an...
How the Company Makes Money
Amphastar primarily makes money by selling pharmaceutical products, generating revenue when its finished-dose drugs are purchased through pharmaceutical distribution channels (e.g., wholesalers) and by institutional customers (e.g., hospitals and ...

Amphastar Pharmaceuticals Earnings Call Summary

Earnings Call Date:May 07, 2026
(Q1-2026)
|
% Change Since: |
Next Earnings Date:Aug 10, 2026
Earnings Call Sentiment Neutral
The call presents a mixed picture: operational and strategic positives (stable-to-growing total revenue, strong cash flow, successful new product launches, pipeline progress toward 2027, and active share repurchases) are offset by meaningful near-term headwinds (a 15% decline in BAQSIMI revenue driven by rebate/340B pressure, a 56% collapse in glucagon sales, rising costs and higher operating expenses, and materially lower net and adjusted earnings). Management has taken targeted actions (price increase, 340B validation, new product launch, continued R&D investment) to address the issues, but near-term margin and earnings pressure remain evident.
Positive Updates
Net Revenues and Operational Cash Flow
Net revenues of $171.2 million in Q1 2026 versus $170.5 million in Q1 2025 (return to growth). Cash flow from operations of approximately $47.8 million during the quarter. Company maintains overall corporate sales guidance of mid-single-digit to high-single-digit unit growth for 2026.
Negative Updates
BAQSIMI Revenue Decline and Pricing Pressure
BAQSIMI revenue decreased ~15% to $32.4 million from $38.4 million year-over-year due to lower average selling prices driven by higher rebates and increased 340B pharmacy discounts. Management updated BAQSIMI guidance to flat to up low-single-digit revenue growth for 2026.
Read all updates
Q1-2026 Updates
Negative
Net Revenues and Operational Cash Flow
Net revenues of $171.2 million in Q1 2026 versus $170.5 million in Q1 2025 (return to growth). Cash flow from operations of approximately $47.8 million during the quarter. Company maintains overall corporate sales guidance of mid-single-digit to high-single-digit unit growth for 2026.
Read all positive updates
Company Guidance
The company updated 2026 guidance and near-term plans with several numeric highlights: Q1 net revenues were $171.2M (vs $170.5M LY), with BAQSIMI revenue of ~$32.4M (down 15% from $38.4M) despite U.S. unit volumes +8% YoY, Primatene MIST ~$29.8M (+2% YoY; store-level sales +6.5%), epinephrine $19.2M (+3%), glucagon $9.2M (‑56%), and other finished pharma $67.1M (+34%); cost of revenues rose to $100.8M (from $85.3M) and reported gross margin was stated at 71% of revenues (vs 50% prior year). Q1 adjusted net income fell to $19.5M ($0.42/sh) from $36.9M ($0.74/sh), GAAP net income was $6.4M ($0.14/sh) vs $25.3M ($0.51/sh), operating cash flow was ~$47.8M, and the company repurchased $29.5M of stock (~3% of shares). For 2026 they now expect BAQSIMI revenue growth to be flat to up low-single-digits, have implemented a 3% BAQSIMI list-price increase effective May 1 and engaged a third party to address possible 340B duplicate rebates, and are maintaining overall corporate unit growth guidance of mid-single-digit to high-single-digit percentages while noting AMP-007 (ipratropium inhalation) launched in April and insulin aspart biosimilar and GLP‑1 ANDA remain on track for 2027 commercialization.

Amphastar Pharmaceuticals Financial Statement Overview

Summary
Financials are solid overall: profitable operations with healthy TTM margins (~47% gross, ~11% net) and strong cash generation (TTM operating cash flow ~$169M; free cash flow ~$135M). Balance sheet leverage is currently low (TTM debt-to-equity ~0.10). Offsets include meaningful margin/earnings compression versus 2023–2024 and some volatility across periods (profitability and leverage shifts).
Income Statement
72
Positive
Balance Sheet
83
Very Positive
Cash Flow
78
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue720.53M719.89M731.97M644.39M498.99M437.77M
Gross Profit341.13M356.06M373.86M351.12M248.86M199.74M
EBITDA191.41M212.31M277.31M240.29M146.16M111.56M
Net Income79.23M98.09M159.52M137.54M91.39M62.12M
Balance Sheet
Total Assets1.65B1.63B1.58B1.51B741.99M671.53M
Cash, Cash Equivalents and Short-Term Investments294.39M282.81M221.65M256.81M175.76M136.67M
Total Debt686.38M656.00M650.55M623.64M102.58M104.66M
Total Liabilities874.77M840.49M845.17M873.49M213.33M226.01M
Stockholders Equity773.39M788.80M732.30M639.42M528.66M445.52M
Cash Flow
Free Cash Flow135.19M121.23M172.34M145.34M65.15M70.54M
Operating Cash Flow168.88M156.12M213.39M183.50M89.18M97.99M
Investing Cash Flow-97.55M-70.33M-124.93M-649.12M-32.78M-28.67M
Financing Cash Flow-83.13M-67.42M-80.95M454.09M-26.44M-37.02M

Amphastar Pharmaceuticals Technical Analysis

Technical Analysis Sentiment
Negative
Last Price22.88
Price Trends
50DMA
19.91
Positive
100DMA
21.12
Negative
200DMA
23.68
Negative
Market Momentum
MACD
0.28
Negative
RSI
51.32
Neutral
STOCH
55.82
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AMPH, the sentiment is Negative. The current price of 22.88 is above the 20-day moving average (MA) of 19.88, above the 50-day MA of 19.91, and below the 200-day MA of 23.68, indicating a neutral trend. The MACD of 0.28 indicates Negative momentum. The RSI at 51.32 is Neutral, neither overbought nor oversold. The STOCH value of 55.82 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AMPH.

Amphastar Pharmaceuticals Risk Analysis

Amphastar Pharmaceuticals disclosed 86 risk factors in its most recent earnings report. Amphastar Pharmaceuticals reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Amphastar Pharmaceuticals Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
$1.89B20.2117.32%37.03%
69
Neutral
$1.16B15.1426.74%19.88%73.61%
68
Neutral
$886.27M11.7510.23%-1.39%-41.70%
68
Neutral
$984.55M205.000.73%4.57%
64
Neutral
$2.75B-92.71-2.73%16.29%-145.12%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AMPH
Amphastar Pharmaceuticals
20.10
-3.48
-14.76%
PCRX
Pacira Pharmaceuticals
25.03
1.82
7.84%
SUPN
Supernus Pharmaceuticals
47.41
15.34
47.83%
ANIP
ANI Pharmaceuticals
83.05
17.83
27.34%
COLL
Collegium Pharmaceutical
35.87
5.36
17.57%

Amphastar Pharmaceuticals Corporate Events

Executive/Board ChangesShareholder Meetings
Amphastar Shareholders Approve Directors, Auditor and Pay Practices
Positive
Jun 3, 2026
At its 2026 annual meeting of stockholders, Amphastar Pharmaceuticals’ investors elected three Class I directors—David Gaugh, William J. Peters, and Jacob Liawatidewi—to serve until the 2029 annual meeting or until successors are...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 04, 2026