Ligand Pharmaceuticals Incorporated

Informe acción NasdaqGM:LGND

Capitalización de mercado: US$6.3b

Ligand Pharmaceuticals Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Ligand Pharmaceuticals de 17% y 15.3% respectivamente, mientras que el BPA crecerá en un 12.8% al año.

Información clave

17.0%

Tasa de crecimiento de los beneficios

12.85%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Pharmaceuticals14.4%
Tasa de crecimiento de los ingresos15.3%
Rentabilidad financiera futuran/a
Cobertura de analistas

Good

Última actualización23 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Seeking Alpha Jun 30

Ligand Pharmaceuticals: The Bull Case Is A Biotech ARM, The Bear Case Is Just Another Royalty Trust

Summary Over the past twelve months, Ligand Pharmaceuticals has run from a 52-week low of $112 to a 52-week high of $306, close to a triple. The stock jumped in the final week of June, but the proximate cause was the pricing of $625M of convertible notes due 2031 (struck around a $334 conversion price, a 27.5% premium to the $262 reference) - capital earmarked for the XOMA acquisition. A stock breaking out of a long base on the first recognition of a fundamental change offers asymmetry; a stock that has already tripled and is making new highs on a financing event offers the inverse. Read the full article on Seeking Alpha
Artículo de análisis Jun 16

Ligand Pharmaceuticals (LGND) Stock Could Be 33% Below Fair Value After Its Recent Run

Ligand Pharmaceuticals (LGND) has drawn fresh attention after recent trading, with the stock last closing at US$253.25. For investors, the focus now is on how this biopharmaceutical licensing model aligns with their portfolio goals. See our latest analysis for Ligand Pharmaceuticals. The recent 1 day share price decline of 0.90% to US$253.25 comes after a strong run, with a 30 day share price return of 18.78% and a 1 year total shareholder return of 120.20%, suggesting momentum has been...
Actualización de narrativa Jun 15

LGND: Extended Royalty Protection And Xoma Deal Will Shape Future Upside

Analysts have nudged their price targets on Ligand higher into the mid $260s, citing the extended Filspari royalty runway and updated royalty stream assumptions as key supports for the revised fair value. Analyst Commentary Street research around Ligand has focused heavily on how extended Filspari royalty protection and updated royalty assumptions feed into valuation, with several price target increases reflecting those revised models.
Actualización de narrativa Jun 01

LGND: Expanded Royalty Portfolio And IP Duration Will Shape Future Upside

Analysts have raised their price target on Ligand Pharmaceuticals to $277.60 from $246.70, citing updated royalty assumptions around Filspari and revised expectations for revenue growth, margins and future P/E multiples. Analyst Commentary Recent research updates on Ligand Pharmaceuticals focus largely on changes to price targets, revisions to royalty assumptions around Filspari, and views on how the company can execute against its earnings plans.
Actualización de narrativa Apr 19

LGND: Royalty Portfolio And Partner Execution Will Shape Balanced Future Outlook

Ligand Pharmaceuticals' analyst price target has been nudged higher to about $247 from roughly $245, as analysts factor in slightly stronger modeled revenue growth, profit margins, and a modestly higher future P/E based on recent royalty pipeline updates and fresh coverage on the Street. Analyst Commentary Recent Street research on Ligand points to a cluster of higher price targets, fresh coverage and updated royalty assumptions, all of which feed into how analysts are thinking about valuation, execution risk and growth potential for the royalty portfolio.
Actualización de narrativa Apr 04

LGND: Royalty Pipeline And Phase 3 Progress Will Drive Future Upside

Analysts have nudged their price target for Ligand Pharmaceuticals to $245.10 from $244.50, reflecting updated views on higher potential revenue growth, a much wider projected profit margin, and a lower future P/E assumption in recent research. Analyst Commentary Recent research on Ligand Pharmaceuticals has been active, with several firms adjusting price targets and reiterating positive views on the company’s royalty driven model and pipeline exposure.
Actualización de narrativa Mar 21

LGND: Royalty Portfolio And Phase 3 Readout Will Support Future Upside

Analysts made a small adjustment to Ligand Pharmaceuticals' fair value estimate to $244.50 per share, reflecting updated modeling around its broad royalty portfolio and recent confidence in QTORIN related cash flow potential cited in recent price target and rating updates. Analyst Commentary Recent Street commentary around Ligand Pharmaceuticals centers on the breadth of its royalty portfolio, the progress of QTORIN, and how these factors could influence earnings power and valuation over time.
Actualización de narrativa Mar 06

LGND: Royalty Portfolio And 2026 Revenue Mix Will Support Future Upside

The analyst price target for Ligand Pharmaceuticals has been raised by $1.11. Analysts point to steady royalty revenue and increased expectations around QTORIN's potential following positive Phase 3 data as key supports for the updated valuation assumptions.
Actualización de narrativa Feb 19

LGND: Stable Fair Value And 2026 Revenue Mix Will Support Future Earnings

Analysts have modestly adjusted their price target on Ligand Pharmaceuticals, reflecting a slightly higher discount rate and a lower future P/E assumption, while keeping their fair value estimate effectively unchanged at $243.44. Analyst Commentary Recent Street research around Legence provides context for how analysts are thinking about valuation, execution, and growth drivers that may be relevant for investors following Ligand Pharmaceuticals, especially around themes such as data center demand, healthcare exposure, and capital allocation.
Actualización de narrativa Feb 05

LGND: Raised 2025 Guidance And Solid Quarter Will Support Future Earnings Power

Analysts have raised their price target on Ligand Pharmaceuticals to $234 from $185, reflecting their view that recent quarterly results and the 2025 guidance update support a higher valuation range for the shares. Analyst Commentary Recent research commentary around Ligand Pharmaceuticals centers on how the latest quarterly results and the 2025 guidance update feed into a higher valuation range, with US$234 now set as a new price target by one major firm.
Actualización de narrativa Jan 22

LGND: Royalty Model And 2025 Guidance Raise Will Drive Future Earnings Power

Analysts have nudged their price targets on Ligand Pharmaceuticals higher into the low $230s, citing what they describe as strong recent quarterly results, raised 2025 guidance, and ongoing business development activity as key supports for the updated outlook. Analyst Commentary Recent research on Ligand Pharmaceuticals has focused on the implications of its latest quarter and the updated 2025 outlook, with several firms lifting their price targets into a tight range around the low US$230s.
Actualización de narrativa Jan 08

LGND: Royalty Model And 2025 Guidance Raise Will Support Earnings Power

Narrative Update Analysts have lifted their price target on Ligand Pharmaceuticals to the mid $230s, reflecting recent target increases to $234 and $231. They attribute these changes to what they describe as solid quarterly results, a 2025 guidance raise, and ongoing business development activity.
Actualización de narrativa Dec 24

LGND: Royalty Model Will Support Expanding Margins And Multi Year Earnings Power

Analysts have nudged their consolidated fair value estimate for Ligand Pharmaceuticals modestly higher to approximately $243 from $238 per share, citing stronger than previously modeled profitability, resilient margin expansion, and the continued validation of the company’s royalty driven model in recent research updates that raised price targets into the low $230s. Analyst Commentary Bullish analysts point to the latest price target increases into the low to mid $230s as evidence that Ligand is executing above prior expectations, with stronger earnings power and higher quality of revenue than previously modeled.
Actualización de narrativa Dec 09

LGND: Expanded Deal Pipeline Will Drive Multi Year Earnings Power

Analysts have nudged their average price target on Ligand Pharmaceuticals higher to the mid 230 dollar range. This reflects confidence in the company’s strong recent quarter, raised 2025 guidance, and a business model that continues to deliver robust earnings and margin performance.
Actualización de narrativa Nov 25

LGND: Upcoming Business Development Activity Will Drive Financial Momentum Into 2025

Ligand Pharmaceuticals' analyst price target increased from $206 to $238. Analysts cited better-than-expected quarterly results, raised future guidance, and continued strong business development activity as key drivers for the upward revision.
Actualización de narrativa Nov 07

LGND: Capital Flexibility And Business Model Will Shape Mid-Term Performance Outlook

Ligand Pharmaceuticals’ analyst price target has increased from $183.13 to $206.25. Analysts cite robust Q3 results and an ongoing strong business development model as key drivers for the upward revision.
Actualización de narrativa Sep 13

Expanding Royalty Portfolio Will Strengthen Global Healthcare Reach

Ligand Pharmaceuticals’ consensus price target was raised from $178.12 to $183.12, reflecting analysts’ confidence in its strengthened capital position following a successful $460M convertible debt offering, robust revenue and earnings guidance, and a track record of prudent capital allocation and royalty portfolio wins. Analyst Commentary Market enthusiasm following Ligand's successful $460M convertible debt offering, which provided $385M in net capital and included a $45M bond hedge mitigating dilution up to $294/share, as well as a $15M share repurchase.
Actualización de narrativa Aug 29

Expanding Royalty Portfolio Will Strengthen Global Healthcare Reach

Ligand Pharmaceuticals' consensus price target was raised to $173.38, reflecting better-than-expected Q2 results, higher FY25 revenue and EPS guidance, growing investor confidence in its royalty portfolio, and successful strategic investments. Analyst Commentary Better-than-expected Q2 results and an increase in FY25 guidance, indicating improved near-term financial performance.
Actualización de narrativa Aug 08

Expanding Royalty Portfolio Will Strengthen Global Healthcare Reach

Ligand Pharmaceuticals’ consensus price target has increased to $154.75, primarily driven by a notable surge in net profit margin and a sharp reduction in future P/E, indicating improved profitability and valuation. What's in the News Ligand Pharmaceuticals raised 2025 revenue guidance to $200–225 million from $180–200 million.
Seeking Alpha Apr 20

Revisiting Ligand Pharmaceuticals, Ready To Accumulate If Shares Dip Below $100

Summary Ligand Pharmaceuticals' diversified royalty platform offers strong biotech exposure with reduced risk, supported by robust royalty revenue growth and a solid cash position. Despite a 28% royalty revenue growth in 2024, Ligand's stock is fairly priced at around $97 based on our calculations. Key assets like Captisol, Qarziba, Ohtuvayre, and Filspari drive revenue, but clinical setbacks or commercial execution risks could impact future growth. Downgrade from Buy to Hold due to current valuation; consider accumulating shares if the stock drops below $100. Read the full article on Seeking Alpha
Seeking Alpha Feb 03

Looking Back On Ligand Pharmaceuticals

Summary Today, I am circling back to Ligand Pharmaceuticals for the first time since late 2023. The stock has had a nice run in recent months and management has a solid game plan to grow revenues at north of 20% annually in the years ahead. Analysts are universally optimistic, with multiple Buy ratings and price targets ranging from $135 to $160 a share. An updated analysis around Ligand Pharmaceuticals follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Nov 24

Ligand Pharmaceuticals: Buy This Strong Growing Pharma And Get A Stake In Dozens Of Therapies

Summary I continue to rate Ligand Pharmaceuticals stock as a "Buy" citing strong liquidity and a clean balance sheet. Its Q3 2024 earnings report beat on the top and bottom lines raising prior guidance, reinforcing my confidence in the company's performance. This analysis references Q3 2024 financial results press release, earnings conference call, presentation, 10-Q, and the latest 10-K. Ligand's solid financial position and consistent performance make it a positive investment choice. Read the full article on Seeking Alpha
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Nueva narrativa Sep 12

Expanding Royalty Portfolio And Calculated Acquisitions Set To Skyrocket Revenue And Margins

Significant investment in new opportunities and acquisitions, including Apeiron Biologics, aimed at increasing royalty revenue and diversifying the revenue base.
Seeking Alpha Jul 29

Ligand Pharmaceuticals: Solid Performer Performing Solidly

Summary Ligand Pharmaceuticals has seen over a 50% increase in share value since its Q1 earnings report. Recent positive developments include new deals, regulatory successes, and raising 2024 guidance. A new deal of close to $200 million with Agenus and $100 million acquisition of APEIRON contribute to the positive outlook. Read the full article on Seeking Alpha
Seeking Alpha Apr 30

Ligand: Buy This Pharma Royalty Aggregator To Generate Growth In Your Portfolio

Summary Royalty Aggregators like Royalty Pharma, Ligand, and XOMA are gaining popularity in the biotech industry. These companies buy up royalty rights to pharmaceutical products, providing upfront cash to biotech companies. This allows biotech companies to access immediate funds for research and development, while the aggregators earn a return on their investment. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NasdaqGM:LGND - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20284242152293345
12/31/20273711782092597
12/31/2026288931462108
3/31/2026274154123123N/A
12/31/20252681244949N/A
9/30/2025251493132N/A
6/30/2025188-765455N/A
3/31/2025181-1335153N/A
12/31/2024167-49597N/A
9/30/2024152457577N/A
6/30/2024133424648N/A
3/31/2024118963334N/A
12/31/2023131544650N/A
9/30/2023154219095N/A
6/30/20231804199108N/A
3/31/202320451104120N/A
12/31/2022196-5125138N/A
9/30/20221832395112N/A
6/30/20221882797112N/A
3/31/202222345110120N/A
12/31/2021242767179N/A
9/30/2021275684552N/A
6/30/2021252483744N/A
3/31/2021208394248N/A
12/31/202016475155N/A
9/30/2020143-164147N/A
6/30/2020126-252428N/A
3/31/2020110-61-60-58N/A
12/31/2019120629N/A-29N/A
9/30/2019153594N/A11N/A
6/30/2019174677N/A44N/A
3/31/2019239764N/A179N/A
12/31/2018251143N/A194N/A
9/30/2018242179N/A193N/A
6/30/2018230120N/A193N/A
3/31/201816853N/A130N/A
12/31/201714113N/A89N/A
9/30/201712916N/A78N/A
6/30/20171179N/A69N/A
3/31/2017109-3N/A69N/A
12/31/2016109-2N/A61N/A
9/30/2016927N/A56N/A
6/30/201688205N/A48N/A
3/31/201687235N/A47N/A
12/31/201572230N/A42N/A
9/30/201574231N/A38N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (17% al año) de LGND es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (17% al año) de LGND crezcan menos que el mercado US (18.4% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de LGND crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (15.3% al año) de LGND crezcan más rápidamente que los del mercado US (12.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 15.3% al año) de LGND crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de LGND se prevé que sea elevada dentro de 3 años.


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/06 15:06
Precio de las acciones al final del día2026/07/02 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 contamos con 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

Ligand Pharmaceuticals Incorporated está cubierta por 20 analistas. 8 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
Robert WassermanBenchmark Company
Jason ZemanskyBofA Global Research