Legend Biotech Corporation

Informe acción NasdaqGS:LEGN

Capitalización de mercado: US$5.0b

Legend Biotech Crecimiento futuro

Future controles de criterios 5/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Legend Biotech de 53.2% y 17.8% por año respectivamente. Se prevé que el BPA crezca en un 108% al año. Se espera que la rentabilidad financiera sea de 28.9% en 3 años.

Información clave

53.2%

Tasa de crecimiento de los beneficios

107.96%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Biotechs25.5%
Tasa de crecimiento de los ingresos17.8%
Rentabilidad financiera futura28.90%
Cobertura de analistas

Good

Última actualización18 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa May 03

LEGN: CARTITUDE 5 And In Vivo Pipeline Will Drive Future Upside Potential

Legend Biotech's analyst fair value estimate has been reduced by $5 to $86, as analysts factor in slightly higher risk, more measured revenue and margin assumptions, and modestly updated price targets following recent research and Q4 commentary. Analyst Commentary Bullish analysts are trimming price targets by small amounts rather than making wholesale changes, which points to a more measured reset in expectations rather than a clear shift in sentiment.
Seeking Alpha Apr 24

Legend Biotech: Undervalued Leader In The CAR-T Race

Summary In my opinion, Legend Biotech Corporation is an attractive acquisition target for Johnson & Johnson. Carvykti, which they are jointly developing, is quickly catching up in sales with Darzalex, J&J's blockbuster for the treatment of multiple myeloma. So, sales of Carvykti reached $597 million in Q1, up 61.8% year-on-year, beating my 'best case' scenario by $15 million. Moreover, it showed promising efficacy in the treatment of high-risk smoldering multiple myeloma in a Phase 2 study. By opening this article, you'll learn more about why I continue to cover LEGN with a Strong Buy rating. Read the full article on Seeking Alpha
Actualización de narrativa Apr 18

LEGN: Future Returns Expected From Execution On Multiple Myeloma Opportunity

Analysts have trimmed Legend Biotech's average price targets by a few dollars to a range that includes $49 and $62, as they factor in updated Q4 data, expectations for upcoming CARTITUDE-5 and in vivo readouts, and ongoing debate around Carvykti's market share and long term sales potential. Analyst Commentary Bullish Takeaways Bullish analysts highlight a gap between Legend Biotech's share price and what they see as the underlying business fundamentals, which they view as supportive of higher long term value than the current market valuation implies.
Actualización de narrativa Apr 04

LEGN: Future Returns Expected From Multiple Myeloma Franchise Execution

Analysts have trimmed their average price target for Legend Biotech by $1, with updated models reflecting slightly lower fair value, revenue growth, profit margin, and future P/E assumptions, while still citing ongoing execution on the Carvykti franchise and upcoming CARTITUDE-5 and in vivo data as key supports for the long term thesis. Analyst Commentary Recent Street research around Legend Biotech highlights a mix of optimism on execution and concerns around valuation, competition, and share price volatility.
Actualización de narrativa Mar 20

LEGN: Future FDA Guidance And Trial Readouts Will Support Long-Term Upside

Analysts have slightly trimmed Legend Biotech's average price targets, typically by $1 to $4, as they recalibrate expectations around revenue growth while still citing Carvykti execution, large multiple myeloma demand, and upcoming clinical and regulatory milestones as key supports for the investment case. Analyst Commentary Recent Street research around Legend Biotech shows a mix of confidence in the Carvykti opportunity and a more cautious tone around valuation, competitive risk, and execution.
Nueva narrativa Mar 08

Legend Biotech (LEGN): The Cell Therapy Titan – Anticipating the 2026 Profitability Inflection.

Legend Biotech (LEGN) is a high-conviction play in the oncology sector, trading at $18.97 as of the March 6, 2026, market close. The company has moved beyond the typical "speculative biotech" phase and is now a commercial powerhouse, thanks to its lead CAR-T therapy, Carvykti (cilta-cel), developed in partnership with Johnson & Johnson.
Actualización de narrativa Mar 06

LEGN: Future Profitability Expected From Lead Cell Therapy Platform Despite Recent Downgrades

Analysts have trimmed their price targets on Legend Biotech, with the updated fair value moving from about $64.73 to $58.70 as they factor in slightly lower revenue growth and profit margin assumptions, as well as recent rating changes and target cuts from several firms, alongside mixed but constructive regulatory commentary. Analyst Commentary Recent research on Legend Biotech reflects a split view, with some analysts focusing on long term growth potential and others concentrating on execution risks and shorter term uncertainty.
Actualización de narrativa Feb 20

LEGN: FDA Guidance And Cell Therapy Data Will Support Long-Term Upside

The analyst price target for Legend Biotech has been revised from $54.82 to $21.00, as analysts factor in more conservative assumptions on revenue growth, profitability and valuation following several downgrades and target cuts, even as some still highlight supportive regulatory signals and long term potential for its CAR T franchise. Analyst Commentary Recent Street research around Legend Biotech has shifted toward a more cautious tone, with several bearish analysts trimming expectations and revisiting their assumptions on growth, profitability and valuation.
Artículo de análisis Feb 06

Why Investors Shouldn't Be Surprised By Legend Biotech Corporation's (NASDAQ:LEGN) 26% Share Price Plunge

Unfortunately for some shareholders, the Legend Biotech Corporation ( NASDAQ:LEGN ) share price has dived 26% in the...
Actualización de narrativa Feb 06

LEGN: Future Profitability Expected From Flagship Therapy Despite Recent Rating Caution

Analysts have trimmed their average price target on Legend Biotech by about US$8, reflecting more cautious assumptions on revenue growth and profit margins, partly offset by a higher future P/E, ongoing confidence in Carvykti, and supportive regulatory signals. Analyst Commentary Recent research reflects a mix of optimism around Carvykti and concern about valuation, competition, and execution risk, which together help explain the pullback in average price targets.
Actualización de narrativa Jan 23

LEGN: CAR T Franchise And Supportive FDA Guidance Will Shape Upside Potential

Analysts have trimmed their fair value estimate for Legend Biotech to US$91 from US$94, reflecting updated assumptions for revenue growth, profit margins, discount rate and future P/E following recent target cuts, a downgrade, supportive FDA draft guidance and a fresh Outperform initiation. Analyst Commentary Recent Street research on Legend Biotech presents a mixed picture on rating and price targets, but there are some clear positive threads that matter for you as an investor.
Actualización de narrativa Jan 08

LEGN: Future Profitability From Flagship Therapy Expected To Drive Share Upside

Narrative update on Legend Biotech The analyst price target for Legend Biotech has been nudged up by about US$0.17, with analysts citing refined assumptions on revenue growth, profit margin and future P/E, supported by recent positive Street research, including an Outperform initiation and an Overweight reiteration with adjusted targets. Analyst Commentary Analysts are updating their views on Legend Biotech around recent coverage initiations and target changes, with a focus on how Carvykti adoption, competition, and execution could feed through to valuation and future profitability.
Actualización de narrativa Dec 25

LEGN: Future Margin Improvement Will Drive Upside From Current Levels

Analysts have modestly reduced their price target on Legend Biotech, trimming fair value by about $2 to roughly $72 per share as they factor in slightly lower profit margin and revenue growth expectations, partly offset by a marginally higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts view the new $90 target as still implying meaningful upside from current levels, indicating continued confidence in the company’s long term growth trajectory.
Artículo de análisis Dec 11

Investors Don't See Light At End Of Legend Biotech Corporation's (NASDAQ:LEGN) Tunnel And Push Stock Down 26%

The Legend Biotech Corporation ( NASDAQ:LEGN ) share price has fared very poorly over the last month, falling by a...
Actualización de narrativa Dec 11

LEGN: Late Stage Pipeline Execution Will Drive Future Market Expansion

Analysts trimmed their price target on Legend Biotech by $4, to $90 from $94. This reflects slightly higher discount rate assumptions and marginally softer long term revenue growth expectations, while profit margin and valuation forecasts remain stable.
Actualización de narrativa Nov 27

LEGN: Global Listing Pursuits Will Drive Future Market Expansion

Legend Biotech's analyst price target was revised downward by $4 to $90, as analysts adjusted their forecasts following the company's Q3 report and changes in key financial assumptions. Analyst Commentary Following the recent adjustment to Legend Biotech's price target, analysts have highlighted several positive and negative factors influencing their outlook on the company.
Actualización de narrativa Nov 12

LEGN: Rising Global Demand Will Drive Franchise Expansion Beyond the U S

Analysts have raised their price target for Legend Biotech from $55 to $66, citing the stronger-than-expected uptake of Carvykti and its growth as a leading CAR T-cell therapy franchise. Analyst Commentary Analyst reactions to Legend Biotech’s recent performance highlight both promising developments and areas for measured caution.
Actualización de narrativa Oct 29

Market Momentum and Global Listing Plans Will Drive Significant Upside Potential

Narrative Update on Legend Biotech Analysts have slightly reduced their price target for Legend Biotech, lowering the fair value estimate from $76.00 to $75.06. This change reflects updated expectations around Carvykti’s ongoing market momentum and its potential as a multi-billion-dollar franchise.
Actualización de narrativa Oct 14

Next Generation Cell Therapy Will Expand Global Patient Access

Narrative Update on Legend Biotech The analyst price target for Legend Biotech has edged slightly lower to $75.99 from $77.46, as analysts reassess long-term earnings and revenue growth forecasts while maintaining optimism around the commercial trajectory of Carvykti. Analyst Commentary Recent research has highlighted both the substantial opportunities and potential risks in Legend Biotech’s outlook, particularly in relation to the trajectory of Carvykti and long-term business execution.
Actualización de narrativa Sep 10

Next Generation Cell Therapy Will Expand Global Patient Access

Analysts raised Legend Biotech's price target slightly to $77.46, citing growing conviction in Carvykti's commercial success and the company's strengthening leadership in cell therapy, which supports expectations for sustained growth. Analyst Commentary Carvykti has rapidly become the most successful CAR T-cell therapy on the market.
Artículo de análisis Aug 04

Here's Why Legend Biotech (NASDAQ:LEGN) Can Manage Its Debt Despite Losing Money

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 Jun 14

There's Reason For Concern Over Legend Biotech Corporation's (NASDAQ:LEGN) Massive 32% Price Jump

Those holding Legend Biotech Corporation ( NASDAQ:LEGN ) shares would be relieved that the share price has rebounded...
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Nueva narrativa May 01

Expanding Facilities In Belgium And New Jersey Will Boost Reach

Expanded manufacturing and outpatient approval are set to increase supply and streamline distribution, potentially boosting net margins and revenue.
Seeking Alpha Mar 11

Legend Biotech's Carvykti Is Taking Off, And It's Still Early (Rating Upgrade)

Summary Despite initial caution, Carvykti's sales surged, reaching $334M in Q4 2024, driving Legend Biotech Corporation to net income and solidifying its market position. Legend's financial health is robust, with $286.749M in cash and a current ratio of ~5, ensuring liquidity and a cash runway into mid-2028. Carvykti outperforms competitors like Abecma, with potential expansion into earlier lines of multiple myeloma treatment, though risks like side effects remain. LEGN stock is undervalued given Carvykti's success, presenting a compelling investment opportunity in a cautious market, despite potential risks and competition. Read the full article on Seeking Alpha
Seeking Alpha Jan 07

Top 5 Commercial Biotech Buyout Candidates: Legend Biotech (No. 4)

Summary Legend Biotech is a commercial-stage biotech company specializing in innovative cell therapies, with a strong pipeline and global R&D presence. LEGN's flagship product, CARVYKTI, has received multiple regulatory approvals and shows significant sales growth, with potential peak sales of at least $3B. The company has an impressive pipeline (with 11 non-CARVYKTI related programs), high growth rates, and strong liquidity stance with $1.2B in cash, ensuring funding into 2026, and low dilution risk. Strategic collaborations with Johnson & Johnson and Novartis enhance LEGN's growth prospects, making it a potential acquisition target. These two might be the natural bidders, but we don't rule out other suitors. Read the full article on Seeking Alpha
Seeking Alpha Dec 05

Legend Biotech: The Story Brightens

Summary Legend Biotech's Carvykti, a CAR-T therapy, has shown significant sales growth since being launched in 2022. The company has some $1.2 billion in cash on its balance sheet and losses are projected to fall dramatically in coming years as revenues soar. Analyst firms are quite optimistic on Legend, with nine analyst firms issuing Buy ratings since Q3 numbers were released with price targets between $73-$94 a share. An updated analysis around Legend Biotech follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Sep 18

Legend Biotech: Entering Accelerated Growth Phase, Carvykti Positions Company For Valuation Expansion

Summary Carvykti, a CAR-T therapy co-developed by Legend Biotech & J&J, is central to second-line multiple myeloma treatment. Both firms are actively scaling up production across bases. Carvykti sales surged 60% YoY, reaching US$343 million in 1H2024, forecasting US$1 bilion+ for the full year. Rumors since July claim Legend Biotech faced a takeover bid, with fresh whispers of pricing disputes in negotiations this week. Legend Biotech's valuation is conservative relative to its market value to peak sales ratio, suggesting potential for significant appreciation in the future. Read the full article on Seeking Alpha
Seeking Alpha Jul 30

Legend Biotech's Promising CAR-T Therapies Face Valuation And Cash Burn Challenges

Summary Legend Biotech develops CAR-T therapies for hematologic malignancies and solid tumors, aiming to revolutionize cancer therapies. Carvykti, LEGN's commercial product, is a BCMA-directed CAR-T cell therapy with promising results in multiple myeloma, FDA-approved for patients with at least one prior line of treatment. The company’s diverse product pipeline includes autologous and allogeneic therapies targeting various cancers, and it has significant collaborations with Janssen Biotech and Novartis. Unfortunately, LEGN faces structural unprofitability despite its promising products, facing valuation concerns that taper my optimism. Overall, I rate LEGN stock a "hold" due to its promising CAR-T technology being overshadowed by structural unprofitability and its valuation. Read the full article on Seeking Alpha
Seeking Alpha May 14

Legend Biotech's Carvykti Faces Stiff Challenges Despite Advances

Summary Legend Biotech Corporation reported lower-than-expected Q1 earnings, reflecting struggles in Carvykti’s revenue generation despite strong market potential. Carvykti, despite superior indications compared to competitors, is hindered by high toxicity and complex manufacturing processes. Legend retains a strong liquidity position, with a cash runway extending potentially into breakeven. Recommend maintaining a cautious hold on Legend Biotech shares, acknowledging the potential upside but tempered by significant therapy-associated risks. Read the full article on Seeking Alpha
Seeking Alpha Mar 15

Legend Biotech: AdCom Documents Shed Light On Carvykti's Problems (Downgrade)

Summary Legend Biotech's share price is little changed despite concerns raised by the FDA in AdCom briefing documents. The increased rate of early deaths in the CARTITUDE-4 trial could reduce the use of Carvykti in later lines of multiple myeloma. Carved out data in earlier lines of multiple myeloma point to much lower potential in earlier lines of multiple myeloma. With these new data in mind, Legend Biotech no longer appears like an attractive investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha Jan 29

Legend Biotech: Solid Traction With Carvykti Rollout

Summary Today, we take a look at Legend Biotech Corporation, a commercial-stage biopharmaceutical company focused on developing cell therapies for oncology and other indications. The company has one approved product on the market, LCAR-B38M, for the treatment of multiple myeloma.  This product is a potential blockbuster and also known as Carvykti. Most analyst firms are positive about Legend Biotech's prospects, with price targets ranging from $85 to $100 per share. The company also inked a new licensing deal with Novartis in November. An investment analysis of Legend Biotech Corporation follows in the paragraphs below. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:LEGN - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20282,151458N/A60210
12/31/20271,823302N/A36813
12/31/20261,44325N/A17012
3/31/20261,139-250-116-82N/A
12/31/20251,029-297-129-100N/A
9/30/2025909-240-188-170N/A
6/30/2025797-325-290-275N/A
3/31/2025728-218-273-263N/A
12/31/2024627-177-158-144N/A
9/30/2024520-348-176-158N/A
6/30/2024456-285-165-143N/A
3/31/2024343-466-264-239N/A
12/31/2023285-518-416-393N/A
9/30/2023233-509-371-347N/A
6/30/2023165-532-378-359N/A
3/31/2023112-517-276-262N/A
12/31/2022117-446-224-201N/A
9/30/2022106-416-237-221N/A
6/30/202296-457-221-194N/A
3/31/2022119-346-293-250N/A
12/31/202169-404-244-198N/A
9/30/202193-356-245-185N/A
6/30/202189-297-259-205N/A
3/31/202180-340-256-204N/A
12/31/202075-266-253-223N/A
9/30/202059-310-300-227N/A
6/30/202064-271-209-143N/A
3/31/202061-165-160-125N/A
1/1/202062-102N/A-83N/A
12/31/201849-3N/A308N/A
12/31/2017249N/A-2N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que LEGN sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que LEGN 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 LEGN sea rentable en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (17.8% al año) de LEGN crezcan más rápidamente que los del mercado US (11.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 17.8% al año) de LEGN 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 LEGN sea alta dentro de 3 años (28.9%)


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 11:25
Precio de las acciones al final del día2026/05/20 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

Legend Biotech Corporation está cubierta por 30 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
Huidong WangBarclays
Etzer DaroutBarclays
Rick BienkowskiCantor Fitzgerald & Co.