Ipsen S.A.

Informe acción ENXTPA:IPN

Capitalización de mercado: €13.0b

Ipsen Resultados de beneficios anteriores

Pasado controles de criterios 3/6

Los beneficios de Ipsen han disminuido a una tasa media anual de -7.4%, mientras que en la industria Pharmaceuticals los beneficios disminuyeron en un 5.7% anualmente. Los ingresos han ido creciendo a una tasa media de 8.1% al año. La rentabilidad financiera de Ipsen es de 10.2%, y sus márgenes netos son de 11.3%.

Información clave

-7.42%

Tasa de crecimiento de los beneficios

-7.40%

Tasa de crecimiento del BPA

Crecimiento de la industria Pharmaceuticals 16.27%
Tasa de crecimiento de los ingresos8.10%
Rentabilidad financiera10.25%
Margen neto11.29%
Próxima actualización de resultados30 Jul 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa Jun 01

IPN: Oncology Safety Concerns And Pipeline Uncertainty Will Limit Future Share Upside

Analysts have lifted the Ipsen fair value estimate from €115 to €117, citing higher modeled revenue growth and slightly stronger profit margins, while Street price targets from banks including Deutsche Bank, JPMorgan and BNP Paribas continue to reset higher despite the recent tazemetostat withdrawal. Analyst Commentary Street research signals a mixed picture for Ipsen, with several large banks lifting their price targets while others highlight risks around the tazemetostat withdrawal and future growth execution.
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...
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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.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Ipsen. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

ENXTPA:IPN Ingresos, gastos y beneficios (EUR Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Dec 253,9294441,164754
30 Sep 253,8454461,142741
30 Jun 253,7604481,206728
31 Mar 253,6674021,190707
31 Dec 243,5753561,089687
30 Jun 243,4356641,157653
31 Mar 243,3716411,146636
31 Dec 233,3066171,135619
30 Jun 233,2824061,105528
31 Mar 233,2195001,072487
31 Dec 223,1565931,039445
30 Sep 223,0536561,007436
30 Jun 222,950719975427
31 Mar 222,849675946425
31 Dec 212,749631916424
30 Sep 212,712626923422
30 Jun 212,676622931420
31 Mar 212,681585951413
31 Dec 202,686548972406
30 Sep 202,697249986404
30 Jun 202,707-501,000403
31 Mar 202,700-531,010396
31 Dec 192,693-551,021389
30 Sep 192,6051761,003363
30 Jun 192,516406986337
31 Mar 192,432397970319
31 Dec 182,348388954302
30 Sep 182,258365931292
30 Jun 182,167343909281
31 Mar 182,090307883274
31 Dec 172,012270858266
30 Sep 171,923243821264
30 Jun 171,834217785262
31 Mar 171,753221752247
31 Dec 161,671226719231
30 Sep 161,623229703214
30 Jun 161,575233687196
31 Mar 161,548211676194
31 Dec 151,520189666193
30 Sep 151,468165651192
30 Jun 151,416140636191

Ingresos de calidad: IPN tiene una única gran pérdida de €411.3M que afecta a sus resultados financieros de los últimos 12 meses de 31st December, 2025.

Margen de beneficios creciente: Los actuales márgenes de beneficio (11.3%) de IPN son superiores a los del año pasado (10%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de IPN han disminuido en un 7.4% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de IPN en el último año (24.6%) supera su media de 5 años (-7.4% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de IPN en el último año (24.6%) superó al de la industria Pharmaceuticals 3.9%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de IPN (10.2%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/14 18:42
Precio de las acciones al final del día2026/06/12 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. 13 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
Yihan LiBarclays