Incyte Corporation

Informe acción NasdaqGS:INCY

Capitalización de mercado: US$19.4b

Incyte Dirección

Dirección controles de criterios 1/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Bill Meury

Chief Executive Officer (CEO)

US$32.1m

Compensación total

Porcentaje del salario del CEO2.02%
Permanencia del CEOless than a year
Participación del CEOn/a
Permanencia media de la direcciónless than a year
Promedio de permanencia en la Junta Directiva7.9yrs

Actualizaciones recientes de la dirección

Recent updates

Artículo de análisis May 10

Impressive Earnings May Not Tell The Whole Story For Incyte (NASDAQ:INCY)

Incyte Corporation ( NASDAQ:INCY ) announced strong profits, but the stock was stagnant. We did some digging, and we...
Actualización de narrativa May 03

INCY: Future Returns Will Depend On Managing Patent Cliff And Pipeline Execution

Incyte's updated analyst price target has moved from $100.10 to $108.50, reflecting how analysts are weighing a series of recent target hikes from firms such as Oppenheimer, BofA, RBC, Barclays, Morgan Stanley, Piper Sandler and H.C. Wainwright, against more cautious views from UBS and Jefferies focused on patent and long term growth uncertainties. Analyst Commentary Recent research highlights a clear split in how analysts view Incyte, with several firms lifting price targets or initiating with a positive stance, while others focus on patent risk and long term growth questions.
Seeking Alpha May 01

Incyte: Strong Business, But Risks Remain

Summary Incyte is rated a hold due to strong fundamentals but high revenue concentration in Jakafi ahead of its 2028 patent cliff. INCY trades at 13x P/E, below its historical premium, despite 60% stock appreciation and robust 21% YoY revenue growth. Management guides 2026 net sales at roughly $4.8B, with Jakafi still expected to represent most of the total. Potential launches in 2026 and 2027, including Jakafi XR and povorcitinib, could improve the story. Read the full article on Seeking Alpha
Actualización de narrativa Apr 18

INCY: Jakafi 2028 Patent Cliff Will Pressure Reliance On Long Dated Pipeline

The analyst price target for Incyte has shifted to reflect a modest fair value increase of about $2, as analysts weigh patent cliff concerns around Jakafi in 2028 against longer term pipeline opportunities and a higher assumed future P/E multiple. Analyst Commentary Recent research has highlighted a split view on Incyte, with some firms lifting price targets while others have taken a more cautious stance.
Actualización de narrativa Apr 04

INCY: Late Stage Pipeline And 2026 Readouts Will Offset Patent Cliff Risk

Analysts have modestly adjusted their price targets on Incyte, with recent cuts of up to $10 alongside several incremental increases. This reflects a balance between concerns around Jakafi's 2028 patent cliff and confidence in longer term revenue drivers that are considered harder to underwrite today.
Actualización de narrativa Mar 21

INCY: Late Stage Pipeline And 2026 Milestones Will Offset Patent Cliff Risk

Analysts' price targets for Incyte have shifted, with one firm cutting its view from $120 to $94 on patent cliff concerns, while others have nudged targets higher into the $90 to $128 range. This reflects a balance between Jakafi loss of exclusivity risk and longer term pipeline potential.
Actualización de narrativa Mar 07

INCY: Late Stage Pipeline Progress And 2026 Readouts Will Reshape Earnings Power

Incyte's updated analyst price target has nudged higher, with several firms lifting their views into a roughly $117 to $128 range as analysts highlight a clearer revenue roadmap, upcoming Phase 3 catalysts, and a more constructive sector backdrop, despite at least one downgrade on near term catalysts. Analyst Commentary Recent Street research around Incyte has tilted constructive, with several bullish analysts revisiting their models and lifting price targets as they get more confidence in the company’s roadmap and execution plans.
Actualización de narrativa Feb 21

INCY: Late Stage Pipeline Execution Will Reshape Earnings Power Beyond Jakafi

The analyst fair value estimate for Incyte has been raised by $6 to $135. This change reflects recent price target increases across several firms as analysts point to a fuller pipeline, higher assumed revenue growth, a higher future P/E multiple, and offsetting adjustments to discount rate and profit margin assumptions.
Actualización de narrativa Feb 06

INCY: Late Stage Pipeline Reliance Will Face Pressure As Near Term Catalysts Remain Scarce

Analysts have lifted their price targets on Incyte by as much as US$27, citing a fuller late stage pipeline, new coverage with bullish views, and updated assumptions around discount rates, revenue growth, profit margins, and forward P/E that support a higher valuation range. Analyst Commentary Recent research on Incyte has tilted more constructive on potential upside, but there are also clear points of caution that investors should keep in mind when thinking about valuation and execution risk.
Actualización de narrativa Jan 23

INCY: Late Stage Pipeline Execution Will Face Scrutiny As Near Term Catalysts Thin

Narrative Update: Incyte (INCY) The updated analyst price target for Incyte moves from $60 to $70, reflecting analysts' incorporation of higher projected profit margins, a lower future P/E, and recent price target raises that highlight a fuller late stage pipeline and upcoming clinical readouts, even as some research points to fewer near term catalysts. Analyst Commentary Recent Street commentary on Incyte mixes higher price targets with tempered expectations around the pace and reliability of execution.
Actualización de narrativa Jan 09

INCY: Pipeline Progress And Policy Tailwinds Will Reshape Earnings Power

Analysts have lifted their fair value estimate for Incyte to $129 from $92, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E following recent Street research, including the higher $90 price target cited by Goldman Sachs. Analyst Commentary Recent Street research has added a more constructive tone around Incyte, with bullish analysts pointing to updated assumptions on risk, growth, and profitability to support higher valuation frameworks.
Actualización de narrativa Dec 25

INCY: Future Returns Will Hinge On Executing High-Expectation Pipeline Under New Leadership

Analysts have nudged their price target on Incyte slightly higher, to $82 from $81. This reflects a modestly improved fair value estimate even as they caution that the recent share rally has largely priced in high expectations for key pipeline assets and new management.
Actualización de narrativa Dec 11

INCY: Future Returns Will Depend On Delivering High-Risk Hematology Pipeline Milestones

Analysts have nudged their fair value estimate for Incyte higher, lifting the implied price target by about $4 per share to roughly $100. They are balancing moderate upward revisions to growth assumptions and valuation multiples against a view that recent gains already reflect high expectations for key pipeline assets and Opzelura expansion.
Actualización de narrativa Nov 27

INCY: Share Momentum Will Slow As R&D Execution Risks Remain Elevated

Incyte's analyst price target has increased modestly to $95.57 from $93.82. Analysts cite continued pipeline momentum, recent regulatory approvals, and new leadership as key drivers supporting higher valuation expectations.
Actualización de narrativa Nov 12

INCY: Share Momentum Will Stall As Execution Risks Come Into Focus

Incyte's analyst price target has increased from $86.86 to $93.82, as analysts cite improving profit margins, strong product pipeline updates, and enhanced growth visibility following recent regulatory and clinical developments. Analyst Commentary Recent analyst research on Incyte reflects a range of perspectives on the company's valuation, growth potential, and commercial execution.
Artículo de análisis Oct 31

Results: Incyte Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

Incyte Corporation ( NASDAQ:INCY ) defied analyst predictions to release its quarterly results, which were ahead of...
Actualización de narrativa Oct 29

Upcoming Clinical Data And New Management Will Shape Future Performance

Incyte's analyst fair value price target has been raised by nearly $2 to approximately $87, as analysts point to recent clinical updates and pipeline progress strengthening the company's growth outlook. Analyst Commentary Recent Street research on Incyte reflects a mix of optimism regarding the company's growth drivers and caution about valuation and future risks.
Actualización de narrativa Oct 15

Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape

Incyte's analyst price target has increased slightly from $83.62 to $84.76, as analysts cite ongoing commercial momentum and incremental advances in the company's growth drivers. Analyst Commentary Recent analyst activity reflects a range of perspectives on Incyte’s outlook, with notable adjustments to ratings and price targets based on pipeline progress, commercial momentum, and valuation concerns.
Actualización de narrativa Sep 26

Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape

Increased analyst confidence in Incyte’s pipeline progress, strong Opzelura execution, and management’s ability to offset Jakafi’s patent expiry has driven the consensus price target up from $81.55 to $83.62. Analyst Commentary Bullish analysts highlight increased visibility and incremental growth from FDA approval of Opzelura for pediatric atopic dermatitis, along with strong commercial execution under new leadership.
Actualización de narrativa Sep 11

Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape

Analysts have modestly raised Incyte’s price target to $81.55, citing strengthened leadership, increased confidence in commercial execution, and upcoming pivotal data readouts—though concerns about Jakafi’s patent expiry remain a key overhang. Analyst Commentary Bullish analysts cite increased confidence in Incyte's commercial execution, multiple promising pipeline assets ("shots on goal"), and strengthened leadership, particularly following meetings with new CEO Bill Meury and Head of R&D.
Artículo de análisis Aug 14

Incyte Corporation's (NASDAQ:INCY) Price Is Right But Growth Is Lacking After Shares Rocket 26%

NasdaqGS:INCY 1 Year Share Price vs Fair Value Explore Incyte's Fair Values from the Community and select yours Despite...
Actualización de narrativa Aug 07

Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape

With both Incyte’s future P/E and revenue growth forecasts holding steady, analysts maintained their price target at $80.83. What's in the News FDA approved Monjuvi (tafasitamab-cxix) with rituximab and lenalidomide for relapsed/refractory follicular lymphoma, showing significant improvement in progression-free survival.
Artículo de análisis Aug 06

Additional Considerations Required While Assessing Incyte's (NASDAQ:INCY) Strong Earnings

Incyte Corporation's ( NASDAQ:INCY ) stock was strong after they recently reported robust earnings. However, we think...
Seeking Alpha Mar 18

Incyte: Still A 'Buy' Despite HS Treatment Data With Povorcitinib

Summary Statistical significance achieved with both doses of povorcitinib in both phase 3 STOP-HS studies treating patients with Hidradenitis suppurativa. The global Hidradenitis Suppurativa market size is expected to be worth $1.57 billion by 2031; Incyte can do well in biologic experienced HS patients. Regulatory discussions possible of expanded approval of OPZELURA for Prurigo Nodularis patients; However, regulatory discussion will be needed to determine if one phase 3 study will be enough for filing. Incyte's revenues continues to grow, with full-year 2024 revenues reaching $4.2 billion, a 15% YoY increase, driven by JAKAFI and OPZELURA. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Bill Meury en comparación con los beneficios de Incyte?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$32mUS$647k

US$1b

Compensación vs. Mercado: La compensación total de Bill($USD32.09M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.79M).

Compensación vs. Ingresos: Datos insuficientes para comparar la compensación de Bill con los resultados de la empresa.


CEO

Bill Meury (57 yo)

less than a year
Permanencia
US$32,085,952
Compensación

Mr. William J. Meury, also known as Bill, is Director of Uniquity Bio, Inc. Mr. Meury served as the Chief Executive Officer & Director of Anthos Therapeutics, Inc. since April 2024. He is CEO & Director of...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
William Meury
CEO & Directorless than a yearUS$32.09msin datos
Pablo Cagnoni
President of Incyte and Global Head of R&Dless than a yearUS$8.84m0.0026%
$ 498.9k
Thomas Tray
Principal Financial Officer4.2yrsUS$990.37k0.0039%
$ 759.0k
Steven Stein
Executive VP11.2yrsUS$6.30m0%
$ 0
Mohamed Issa
Executive Vice President & Head of U.S. Commercial1.3yrsUS$10.59m0%
$ 0
Suketu Upadhyay
Executive VP & CFOno datasin datossin datos
Michael Morrissey
Executive VP & Head of Global Technical Operations10.3yrssin datos0.0058%
$ 1.1m
Alexis Smith
Vice President & Head of Investor Relationsno datasin datossin datos
Richard Hoffman
Executive VP & General Counselless than a yearsin datossin datos
Pamela Murphy
Vice President of Investor Relations & Corporate Communicationsno datasin datossin datos
Soni Basi
Executive VP & Chief Human Resources Officerless than a yearsin datossin datos
James Lee
Group VPno datasin datossin datos
0.9yrs
Permanencia media
57.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de INCY no se considera experimentado ( 0.9 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
William Meury
CEO & Directorless than a yearUS$32.09msin datos
Jean-Jacques Bienaime
Independent Director11.3yrsUS$536.14k0.0092%
$ 1.8m
Julian Baker
Independent Chairman of the Board24.5yrsUS$573.14k0.14%
$ 27.1m
Otis Brawley
Independent Director4.7yrsUS$511.14k0.0044%
$ 848.3k
Jacqualyn Fouse
Independent Director9.3yrsUS$524.64k0.0084%
$ 1.6m
Edmund Harrigan
Independent Director6.4yrsUS$539.64k0.0093%
$ 1.8m
Katherine High
Independent Director6.2yrsUS$511.14k0.0054%
$ 1.1m
Paul Clancy
Independent Director11.3yrsUS$538.14k0.011%
$ 2.1m
7.9yrs
Permanencia media
64.5yo
Promedio de edad

Junta con experiencia: La junta directiva de INCY se considera experimentada (7.9 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/24 22:37
Precio de las acciones al final del día2026/05/22 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

Incyte Corporation está cubierta por 44 analistas. 23 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
Jasper HellwegArgus Research Company
Thomas RussoBaird
Peter LawsonBarclays