PeptiDream Inc.

Informe acción TSE:4587

Capitalización de mercado: JP¥129.3b

PeptiDream Crecimiento futuro

Future controles de criterios 4/6

Se prevé un crecimiento anual de los beneficios y los ingresos de PeptiDream de 33.8% y 17.5% por año respectivamente. Se prevé que el BPA crezca en un 33.8% al año. Se espera que la rentabilidad financiera sea de 14.9% en 3 años.

Información clave

33.8%

Tasa de crecimiento de los beneficios

33.78%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Biotechs39.2%
Tasa de crecimiento de los ingresos17.5%
Rentabilidad financiera futura14.95%
Cobertura de analistas

Good

Última actualización09 Jul 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis Feb 18

Analysts Have Lowered Expectations For PeptiDream Inc. (TSE:4587) After Its Latest Results

There's been a notable change in appetite for PeptiDream Inc. ( TSE:4587 ) shares in the week since its yearly report...
Artículo de análisis Feb 17

Earnings Miss: PeptiDream Inc. Missed EPS By 5.6% And Analysts Are Revising Their Forecasts

It's been a pretty great week for PeptiDream Inc. ( TSE:4587 ) shareholders, with its shares surging 18% to JP¥2,328 in...
Artículo de análisis Nov 18

PeptiDream Inc. Just Missed Earnings; Here's What Analysts Are Forecasting Now

It's been a good week for PeptiDream Inc. ( TSE:4587 ) shareholders, because the company has just released its latest...

Recent updates

Actualización de narrativa Jun 16

4587: Radiopharmaceutical Pipeline Progress Will Drive Future Upside

Analysts have maintained their ¥4,400 price target on PeptiDream, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that refine their valuation framework without changing the headline target. What’s in the News for PeptiDream PeptiDream announced first patient dosing in a first in human Phase 0 PET/CT imaging study of Cu-PD-29875 targeting Claudin 18.2 in gastric cancer and gastroesophageal junction cancer.
Actualización de narrativa Jun 02

4587: Out Licensing Progress And Phase 1 Milestones Will Support Long Term Earnings Visibility

Analysts have trimmed their view on PeptiDream, with the price target moving from ¥2,700 to ¥1,600, as they point to slower than anticipated progress in product out-licensing. What's in the News Asahi Kasei Therapeutics, a collaboration partner of PeptiDream, has started a Phase 1 clinical trial of AK1940, a selective TNFR1 inhibitor discovered using PeptiDream’s PDPS technology.
Actualización de narrativa May 08

4587: Out Licensing Progress And Autoimmune Pipeline Will Support Future Upside

Analysts have trimmed their price target on PeptiDream to ¥1,600 from ¥2,600, citing slower than expected progress in product out licensing and adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Bearish analysts are flagging that the lower ¥1,600 price target reflects reduced confidence in how quickly PeptiDream can execute on its product out licensing plans and convert its pipeline into revenue.
Actualización de narrativa Apr 23

4587: Out Licensing Milestones Will Eventually Support Stronger Long Term Earnings Visibility

Analysts have reduced their price target on PeptiDream to ¥1,600 from ¥2,700, citing slower than expected progress in product out-licensing as the main reason for the adjustment. Analyst Commentary Bullish Takeaways Bullish analysts still see value at the revised price target of ¥1,600, arguing that expectations now better reflect the current pace of out-licensing activity.
Actualización de narrativa Apr 08

4587: Out Licensing Progress Will Support Stronger Long Term Earnings Visibility

Analysts have lowered their price target on PeptiDream to ¥2,825 from ¥3,008, citing slightly reduced fair value assumptions following slower than expected product out licensing, as reflected in updated discount rate, revenue growth, profit margin, and future P/E inputs. Analyst Commentary Recent research points to a more cautious stance on PeptiDream, with rating and target price adjustments linked mainly to timing risks around product out licensing.
Actualización de narrativa Mar 25

4587: Out Licensing Progress And 2026 Earnings Targets Will Drive Future Upside

Analysts have modestly raised their fair value estimate for PeptiDream to ¥4,400 from ¥4,255, citing updated assumptions around discount rate, revenue growth, profit margin, and forward P/E, even as some have turned more cautious with a lower Street price target of ¥1,600 reflecting slower than expected product out licensing. Analyst Commentary Recent Street commentary highlights a mix of caution on timing of product out licensing and incremental confidence in PeptiDream's long term potential, reflected in the modest lift in fair value estimates despite a lower Street price target concentrated around ¥1,600.
Actualización de narrativa Mar 10

4587: Oral Autoimmune Pipeline And siRNA Milestones Will Support Stronger Long Term Outlook

Analysts now set their PeptiDream price target at ¥3,008, down slightly from ¥3,033, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E. What's in the News PeptiDream issued consolidated earnings guidance for the fiscal year ending December 31, 2026, with expected revenue of ¥32,000 million, core operating profit and operating profit of ¥4,600 million, and profit attributable to owners of parent of ¥3,000 million (Corporate guidance).
Actualización de narrativa Feb 24

4587: Expanded Oral Pipeline And 2026 Milestones Will Drive Future Upside Potential

Analysts have slightly adjusted their price target on PeptiDream to ¥4,255 from ¥4,281 to reflect updated views on fair value, alongside refreshed assumptions for revenue growth, profit margin, discount rate and future P/E. What's in the News PeptiDream issued consolidated earnings guidance for the fiscal year ending December 31, 2026, expecting revenue of ¥32,000 million, core operating profit and operating profit of ¥4,600 million, and profit attributable to owners of parent of ¥3,000 million.
Artículo de análisis Feb 18

Analysts Have Lowered Expectations For PeptiDream Inc. (TSE:4587) After Its Latest Results

There's been a notable change in appetite for PeptiDream Inc. ( TSE:4587 ) shares in the week since its yearly report...
Actualización de narrativa Feb 09

4587: Oral Autoimmune Pipeline Progress Will Drive Stronger Long Term Outlook

Analysts have trimmed their price target on PeptiDream to reflect a fair value of ¥3,033, down from ¥3,271, as they factor in slightly softer revenue growth and profit margin assumptions, along with a modestly higher discount rate and P/E multiple outlook. What's in the News PeptiDream reported a revision to its fiscal year 2025 guidance, now expecting revenue of ¥18,000 million instead of ¥49,000 million, with an operating loss of ¥5,400 million and a loss attributable to owners of parent of ¥4,000 million, citing delays in anticipated milestones and partnering deals including its oral myostatin program.
Actualización de narrativa Jan 26

4587: Milestone Progress In RNAi Delivery Platform Will Support Future Upside

Analysts now mark their fair value estimate for PeptiDream at ¥2,600, up from ¥2,500, reflecting adjustments to discount rates, revenue growth assumptions, profit margins, and a higher future P/E multiple. What's in the News PeptiDream reported a preclinical development milestone in its collaboration with Alnylam Pharmaceuticals, supporting a modular platform for precision siRNA delivery using macrocyclic peptides to target organs beyond the liver, with associated milestone payments and potential future royalties from Alnylam products (Key Developments).
Actualización de narrativa Jan 12

4587: Expanded Pipeline Milestones Will Drive Future Upside Potential

Analysts have reduced their price expectations for PeptiDream, reflecting updated assumptions for slightly lower revenue growth and profit margins, along with a higher future P/E multiple. Together, these changes reduce the implied upside from prior targets on a discounted cash flow basis.
Actualización de narrativa Dec 17

4587: Rebound In Partnering Revenues Will Drive Strong Upside Potential

Analysts have trimmed their price target on PeptiDream from ¥4,830 to ¥4,281, reflecting a slightly higher discount rate, even as they modestly raise long term revenue growth and profit margin assumptions and apply a lower future P E multiple. What's in the News PeptiDream sharply cut its FY25 revenue guidance to JPY 18 billion from JPY 49 billion, and now expects an operating loss of JPY 5.4 billion instead of a JPY 21.6 billion profit, as milestone and partnering revenues shift into FY26 (company guidance).
Artículo de análisis Dec 04

This Just In: Analysts Are Boosting Their PeptiDream Inc. (TSE:4587) Outlook for Next Year

Shareholders in PeptiDream Inc. ( TSE:4587 ) may be thrilled to learn that the analysts have just delivered a major...
Actualización de narrativa Dec 03

4587: Radiopharmaceutical Pipeline Progress Will Drive Stronger Long Term Outlook

Analysts have modestly reduced their price target on PeptiDream from ¥3,414 to ¥3,271 as they incorporate a slightly higher discount rate, even as they update their assumptions to reflect stronger revenue growth, improved profitability, and a lower future P/E multiple. What's in the News PeptiDream, PDRadiopharma, and Curium have initiated a registrational Phase 2 clinical trial in Japan for 64Cu-PSMA-I&T, a PET radiopharmaceutical targeting PSMA expressed on prostate cancer cells (Key Developments).
Artículo de análisis Oct 05

Is PeptiDream (TSE:4587) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Actualización de narrativa Sep 05

AI Discovery And Peptide Pipeline Will Expand Horizons

With both the discount rate and future P/E multiple showing only negligible movement, there has been no material change to PeptiDream's consensus analyst fair value, which remains steady at ¥3414. Valuation Changes Summary of Valuation Changes for PeptiDream The Consensus Analyst Price Target remained effectively unchanged, at ¥3414.
Artículo de análisis Jun 23

PeptiDream (TSE:4587) Seems To Use Debt Rather Sparingly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Apr 17

Here's Why We Think PeptiDream (TSE:4587) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
User avatar
Nueva narrativa Mar 10

Advancements In Radiopharmaceutical Pipeline And Novartis Deal Will Drive Future Success

Expansion of deals and strategic partnerships positions PeptiDream for substantial future revenue growth from clinical advancements and imaging collaborations.
Artículo de análisis Mar 08

PeptiDream (TSE:4587) Has A Rock Solid Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Feb 19

Bullish: Analysts Just Made A Decent Upgrade To Their PeptiDream Inc. (TSE:4587) Forecasts

Shareholders in PeptiDream Inc. ( TSE:4587 ) may be thrilled to learn that the analysts have just delivered a major...
Artículo de análisis Feb 17

Earnings Miss: PeptiDream Inc. Missed EPS By 5.6% And Analysts Are Revising Their Forecasts

It's been a pretty great week for PeptiDream Inc. ( TSE:4587 ) shareholders, with its shares surging 18% to JP¥2,328 in...
Artículo de análisis Feb 14

PeptiDream Inc.'s (TSE:4587) Price Is Out Of Tune With Earnings

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...
Artículo de análisis Dec 22

Are Investors Undervaluing PeptiDream Inc. (TSE:4587) By 39%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, PeptiDream fair value estimate is JP¥4,230 PeptiDream is...
Artículo de análisis Nov 21

PeptiDream's (TSE:4587) Performance Is Even Better Than Its Earnings Suggest

Even though PeptiDream Inc.'s ( TSE:4587 ) recent earnings release was robust, the market didn't seem to notice...
Artículo de análisis Nov 18

PeptiDream Inc. Just Missed Earnings; Here's What Analysts Are Forecasting Now

It's been a good week for PeptiDream Inc. ( TSE:4587 ) shareholders, because the company has just released its latest...
Artículo de análisis Nov 15

Is PeptiDream (TSE:4587) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Oct 31

PeptiDream Inc.'s (TSE:4587) Price Is Out Of Tune With Earnings

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...
Artículo de análisis Oct 15

Do PeptiDream's (TSE:4587) Earnings Warrant Your Attention?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Artículo de análisis Aug 29

PeptiDream Inc. (TSE:4587) Shares Could Be 37% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, PeptiDream fair value estimate is JP¥4,180 Current share price...
Artículo de análisis Aug 12

PeptiDream Inc. Just Beat Revenue Estimates By 13%

Shareholders of PeptiDream Inc. ( TSE:4587 ) will be pleased this week, given that the stock price is up 11% to...
Artículo de análisis Jun 30

PeptiDream Inc. (TSE:4587) Surges 27% Yet Its Low P/S Is No Reason For Excitement

PeptiDream Inc. ( TSE:4587 ) shares have continued their recent momentum with a 27% gain in the last month alone...
Artículo de análisis Jun 02

News Flash: Analysts Just Made A Meaningful Upgrade To Their PeptiDream Inc. (TSE:4587) Forecasts

Celebrations may be in order for PeptiDream Inc. ( TSE:4587 ) shareholders, with the analysts delivering a significant...
Artículo de análisis Apr 30

PeptiDream Inc.'s (TSE:4587) 42% Price Boost Is Out Of Tune With Revenues

PeptiDream Inc. ( TSE:4587 ) shares have continued their recent momentum with a 42% gain in the last month alone...
Artículo de análisis Apr 29

Is PeptiDream Inc. (TSE:4587) Trading At A 46% Discount?

Key Insights PeptiDream's estimated fair value is JP¥3,010 based on 2 Stage Free Cash Flow to Equity Current share...
Artículo de análisis Mar 03

PeptiDream Inc.'s (TSE:4587) 25% Jump Shows Its Popularity With Investors

PeptiDream Inc. ( TSE:4587 ) shareholders would be excited to see that the share price has had a great month, posting a...

Previsiones de crecimiento de beneficios e ingresos

TSE:4587 - Estimaciones futuras de los analistas y datos financieros pasados (JPY Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202850,59314,14618,68821,7507
12/31/202746,18312,61516,18522,4947
12/31/202644,71112,76323,18828,1887
3/31/202619,053-3,571-5,739-4,398N/A
12/31/202518,521-3,749-15,030-13,276N/A
9/30/202517,930-5,823-14,722-12,543N/A
6/30/202519,086-5,03313,34315,551N/A
3/31/202546,68514,82413,52115,943N/A
12/31/202446,67615,01421,62623,844N/A
9/30/202447,77317,11525,06827,078N/A
6/30/202455,41921,689-780992N/A
3/31/202427,9742,4411,2282,760N/A
12/31/202328,7123,03511,05212,420N/A
9/30/202338,18711,2819,21310,512N/A
6/30/202331,2547,9567,3978,696N/A
3/31/202331,3968,1353,7487,663N/A
12/31/202226,8527,554-4,057-82N/A
9/30/202212,81157-5,082-1,376N/A
6/30/202211,5111,705-2,4831,687N/A
3/31/20228,3262,3414211,929N/A
12/31/20219,3663,6065,4406,655N/A
9/30/202115,6077,1105,2296,447N/A
6/30/202111,4494,3294,8695,368N/A
3/31/202112,7435,2265,6436,111N/A
12/31/202011,6774,4481,1461,733N/A
12/31/20192,075-977N/A484N/A
6/30/20197,2172,770N/A4,481N/A
6/30/20186,4272,335N/A1,023N/A
3/31/20184,616895N/A623N/A
9/30/20174,271962N/A517N/A
6/30/20174,8961,891N/A1,531N/A
3/31/20173,064769N/A1,095N/A
12/31/20164,4571,685N/A2,338N/A
9/30/20164,7351,823N/A2,844N/A
6/30/20164,3281,581N/A1,533N/A
3/31/20164,6201,976N/A2,027N/A
12/31/20153,1211,203N/A1,216N/A
9/30/20152,7221,063N/A834N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que 4587 sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (0.8%).

Beneficios vs. Mercado: Se prevé que 4587 sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.

Beneficios de alto crecimiento: Se espera que 4587 sea rentable en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (17.5% al año) de 4587 crezcan más rápidamente que los del mercado JP (6.5% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 17.5% al año) de 4587 crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de 4587 sea baja dentro de 3 años (14.9%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/15 08:52
Precio de las acciones al final del día2026/07/15 00:00
Beneficios2026/03/31
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

PeptiDream Inc. está cubierta por 14 analistas. 7 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
Shan HeBernstein
Hidemaru YamaguchiCitigroup Inc
Kazuaki HashiguchiDaiwa Securities Co. Ltd.