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Ipsen S.A.Informe acción ENXTPA:IPN

Capitalización bursátil €13.3b
Precio de las acciones
€161.40
€151.94
6.2% sobrevalorado descuento intrínseco
1Y56.9%
7D2.4%
1D
Valor de la cartera
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Ipsen S.A.

Informe acción ENXTPA:IPN

Capitalización de mercado: €13.3b

Ipsen (IPN) Resumen de Acciones

Ipsen S.A. opera como empresa biofarmacéutica en todo el mundo. Saber más

Análisis fundamental de IPN
Puntuación del snowflake
Valoración2/6
Crecimiento futuro1/6
Rendimiento pasado3/6
Salud financiera6/6
Dividendos0/6

IPN Community Fair Values

Create Narrative

See what 11 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Ipsen S.A.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Ipsen
Precios históricos de las acciones
Precio actual de la acción€161.40
Máximo en las últimas 52 semanas€173.50
Mínimo de 52 semanas€100.20
Beta0.33
Cambio en 1 mes-0.98%
Variación en 3 meses1.25%
Cambio de 1 año56.85%
Variación en 3 años48.76%
Variación en 5 años88.99%
Variación desde la OPV581.01%

Noticias y actualizaciones recientes

Actualización de narrativa May 17

IPN: Future Portfolio Execution And Core Pipeline Will Shape Re Rated Earnings Potential

Analysts have raised Ipsen's price target by €13 to €183, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E that align with recent upward revisions from major banks. Analyst Commentary Recent research updates point to a more constructive stance on Ipsen, with several bullish analysts revisiting their models and price targets.

Recent updates

Actualización de narrativa May 17

IPN: Future Portfolio Execution And Core Pipeline Will Shape Re Rated Earnings Potential

Analysts have raised Ipsen's price target by €13 to €183, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E that align with recent upward revisions from major banks. Analyst Commentary Recent research updates point to a more constructive stance on Ipsen, with several bullish analysts revisiting their models and price targets.
Actualización de narrativa Apr 24

IPN: Future Portfolio Execution Will Drive Re Rated Earnings Power Potential

Narrative Update on Ipsen The analyst fair value estimate for Ipsen has been revised from €155 to €183. This reflects analysts' updated assumptions on higher revenue growth, a different discount rate, a higher future P/E and recent price target increases and rating changes across several banks.
Actualización de narrativa Apr 10

IPN: Oncology Pipeline Progress And Safety Setbacks Will Shape Balanced Future Outlook

Analysts have adjusted the Ipsen price target to €151.94, with recent research pointing to updated revenue growth and profit margin assumptions, as well as fresh Street targets around €160 and €170 as key drivers of the new view. Analyst Commentary Bullish Takeaways Bullish analysts are pointing to higher price targets around €160 and €170, which reflects confidence in Ipsen’s ability to execute on its current pipeline and financial framework despite recent product-specific issues.
Actualización de narrativa Mar 27

IPN: Early Oncology Pipeline And Safety Setbacks Will Shape Future Upside

The analyst fair value estimate for Ipsen has shifted from €143 to about €152, as analysts factor in updated price targets around €160 to €170 and recent rating changes that reflect both the impact of the tazemetostat withdrawal and a focus on the broader pipeline and earnings profile. Analyst Commentary Recent research shows a split view on Ipsen, with some bullish analysts lifting price targets toward €160 to €170, while more cautious voices highlight pipeline depth and valuation risks after the tazemetostat withdrawal.
Actualización de narrativa Mar 13

IPN: Oncology Setbacks And Limited Late Stage Pipeline Will Constrain Future Upside

The analyst fair value estimate for Ipsen has shifted from €105 to €115, with analysts pointing to recent price target revisions, mixed views on the company’s pipeline depth, and updated assumptions on margins and future P/E levels as key drivers of the change. Analyst Commentary Recent Street research around Ipsen has focused on shifting views of the company’s pipeline and valuation, with mixed reactions to the withdrawal of tazemetostat and differing opinions on the depth of late stage assets.
Actualización de narrativa Feb 27

IPN: Limited Late Stage Pipeline Will Constrain Future Upside Potential

The analyst fair value estimate for Ipsen has moved from €134.80 to €143.00, reflecting updated assumptions on revenue growth, margins, and future P/E, following recent price target changes from banks that now range from about €125 to €170. Analyst Commentary Recent research on Ipsen reflects a mix of optimism and caution, with target prices clustering between about €125 and €170 and ratings spread across Buy, Neutral, and Equal Weight.
Actualización de narrativa Feb 12

IPN: Competitive Pressures And Thin Pipeline Will Shape A Balanced Outlook

Analysts have increased their fair value estimate for Ipsen to about €135 per share from roughly €133, reflecting updated price targets that incorporate a mix of cautious views on the late stage pipeline and concerns around competitive pressures, alongside modest target increases from others. Analyst Commentary Recent research shows a split view on Ipsen, with some analysts trimming expectations and others nudging targets higher.
Actualización de narrativa Jan 29

IPN: Mixed Ratings And Limited Late Stage Assets Will Shape A Balanced Outlook

Narrative Update The updated analyst price target for Ipsen moves modestly higher to about €133 from about €131. Analysts point to slightly stronger revenue growth and margin assumptions, while also flagging ongoing concerns about limited late stage assets and competitive pressure on Somatuline, as reflected in recent mixed rating and target changes from UBS, Barclays, and BNP Paribas Exane.
Actualización de narrativa Jan 15

IPN: Mixed Ratings And Pipeline Setbacks Will Shape A Cautious Yet Balanced Outlook

Our updated fair value estimate for Ipsen edges up from €130.07 to €130.79. This reflects a blend of mixed Street signals, where some analysts point to valuation constraints and pipeline depth, while others lift price targets in line with current expectations.
Actualización de narrativa Dec 21

IPN: Guidance Upgrade And Competitive Pressures Will Shape A Cautious Yet Balanced Outlook

Analysts have reduced their price target on Ipsen from EUR 130.07 to EUR 105.00, citing increased competitive pressure on Somatuline as a key driver of the downgrade. Analyst Commentary Analysts note that the reduced price target reflects a reassessment of Ipsen's risk and reward profile in light of mounting competition for Somatuline, which is expected to weigh on both top line momentum and margin resilience.
Actualización de narrativa Dec 07

IPN: Guidance Upgrade And Competition Concerns Will Shape Balanced Future Outlook

Analysts have trimmed their price target on Ipsen by approximately EUR 1 to around EUR 130, reflecting slightly lower long term growth and margin expectations amid rising competitive pressure on key drug Somatuline. Analyst Commentary Analyst sentiment around Ipsen has turned more cautious, with recent revisions reflecting heightened concern about the sustainability of growth in key endocrine oncology franchises and the implications for valuation.
Actualización de narrativa Nov 22

IPN: Guidance Upgrade And New Approvals Will Support Balanced Outlook

Narrative Update on Ipsen Analysts have maintained their fair value estimate for Ipsen at €130.79 per share. They cite minimal changes in key assumptions and only slight fluctuations in projected growth and profitability.
Actualización de narrativa Nov 07

IPN: Future Opportunities And Risks Are Balanced Following Guidance Upgrade

Narrative Update on Ipsen: Analyst Price Target Adjustment Analysts have raised their price target for Ipsen to €130.79, up from €129.93. This change reflects slight improvements in expected revenue growth and profit margin, despite a marginally higher discount rate.
Artículo de análisis Oct 28

Ipsen (EPA:IPN) Seems To Use Debt Rather Sparingly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Actualización de narrativa Oct 24

Global Approvals And Guidance Will Drive Expanded Patient Access Worldwide

Narrative Update on Ipsen: Analyst Price Target Adjustment Analysts have slightly increased their price target for Ipsen from $128.43 to $129.93. This adjustment is attributed to minor shifts in revenue growth forecasts and updated profit margin estimates.
Actualización de narrativa Sep 25

Pipeline Catalysts And Approvals Will Expand Global Access

Driven by a modest uptick in consensus revenue growth forecasts and a slight increase in the projected future P/E, Ipsen’s analyst price target has inched up from €127.00 to €128.43. What's in the News Ipsen received Japanese regulatory approval for Bylvay (odevixibat) for the treatment of pruritus associated with progressive familial intrahepatic cholestasis (PFIC), with commercialization managed by Ipsen in Japan.
Artículo de análisis Sep 07

Are Investors Undervaluing Ipsen S.A. (EPA:IPN) By 41%?

Key Insights Ipsen's estimated fair value is €205 based on 2 Stage Free Cash Flow to Equity Current share price of €120...
Artículo de análisis Jul 13

Investors Interested In Ipsen S.A.'s (EPA:IPN) Earnings

Ipsen S.A.'s ( EPA:IPN ) price-to-earnings (or "P/E") ratio of 24.5x might make it look like a strong sell right now...
User avatar
Nueva narrativa Feb 23

Cabometyx And Tovorafenib Approvals May Strengthen Oncology Portfolio In 2025

Expansion of Onivyde and new product approvals could significantly increase revenue and strengthen market positions in key medical segments.

Rentabilidad de los accionistas

IPNFR PharmaceuticalsMercado FR
7D2.4%1.6%2.1%
1Y56.9%-11.8%0.8%

Rentabilidad vs. Industria: IPN superó a la industria French Pharmaceuticals, que obtuvo un rendimiento del -11.8% el año pasado.

Rentabilidad vs. Mercado: IPN superó al mercado French, que obtuvo un rendimiento del 0.8% el año pasado.

Volatilidad de los precios

Is IPN's price volatile compared to industry and market?
IPN volatility
IPN Average Weekly Movement4.5%
Pharmaceuticals Industry Average Movement4.1%
Market Average Movement5.5%
10% most volatile stocks in FR Market10.8%
10% least volatile stocks in FR Market2.9%

Precio estable de las acciones: IPN no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado French.

Volatilidad a lo largo del tiempo: La volatilidad semanal de IPN (4%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19295,535David Loewwww.ipsen.com

Ipsen S.A. opera como empresa biofarmacéutica en todo el mundo. La empresa suministra medicamentos en las áreas de oncología, neurociencia y enfermedades raras. Su cartera de productos comprende Cabometyx + Atezolizumab, en fase III de ensayo clínico para el tratamiento del cáncer de próstata metastásico resistente a la castración de segunda línea; lenalidomida y rituximab, y Taverik, en fase III para el tratamiento del linfoma folicular de segunda línea; Bylvay, en fase III para el tratamiento de la atresia biliar; Dysport, en fase III de ensayo clínico para el tratamiento de la migraña crónica y episódica; Fidrisertib, que está en fase II de ensayo clínico para el tratamiento de la fibrodisplasia osificante progresiva; Elafibranor, que está en fase II para el tratamiento de la colangitis esclerosante primaria, así como IPN60250; IPN10200, que está en fase II para el tratamiento de la neurotoxina estética y terapéutica de acción prolongada; IPN60210, que está en fase I de ensayo clínico para el tratamiento del mieloma múltiple recidivante/refractario; e IPN60260 para el tratamiento de la enfermedad colestásica vírica y está en fase I de ensayo clínico.

Resumen de fundamentos de Ipsen S.A.

¿Cómo se comparan los beneficios e ingresos de Ipsen con su capitalización de mercado?
Estadísticas fundamentales de IPN
Capitalización bursátil€13.25b
Beneficios(TTM)€443.50m
Ingresos (TTM)€3.93b
29.9x
Ratio precio-beneficio (PE)
3.4x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de IPN
Ingresos€3.93b
Coste de los ingresos€750.90m
Beneficio bruto€3.18b
Otros gastos€2.73b
Beneficios€443.50m

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

Jul 30, 2026

Beneficios por acción (BPA)5.40
Margen bruto80.89%
Margen de beneficio neto11.29%
Ratio deuda/patrimonio19.7%

¿Cómo se ha desempeñado IPN a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

0.9%
Rentabilidad actual por dividendo
26%
Ratio de pagos
¿Cuándo hay que comprar IPN para recibir un próximo dividendo?
fechas de dividendos de Ipsen
Fecha ex dividendoJun 03 2026
Fecha de pago de dividendosJun 05 2026
Días hasta ex dividendo7 days
Días hasta la fecha de pago de dividendos9 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 04:28
Precio de las acciones al final del día2026/05/26 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Ipsen S.A. está cubierta por 26 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Richard SilverBarclays
Charles PitmanBarclays
Charles PitmanBarclays