argenx SE

ENXTBR:ARGX Rapport sur les actions

Capitalisation boursière : €41.5b

argenx Gestion

Gestion contrôle des critères 3/4

Le PDG argenx est Tim Van Hauwermeiren, nommé en Apr2008, a un mandat de 18.08 ans. La rémunération annuelle totale est $ 4.57M, composée du salaire de 18.1% et des bonus 81.9%, y compris les actions et options de la société. détient directement 0.12% des actions de la société, d'une valeur de € 48.16M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.3 ans et 8 ans.

Informations clés

Tim Van Hauwermeiren

Directeur général

US$4.6m

Rémunération totale

Pourcentage du salaire du PDG18.09%
Durée du mandat du directeur général18.1yrs
Propriété du PDG0.1%
Durée moyenne d'occupation des postes de direction4.3yrs
Durée moyenne du mandat des membres du conseil d'administration8yrs

Mises à jour récentes de la gestion

Recent updates

ARGX: Graves And gMG Franchise Expansion Will Drive Future Repricing Potential

Analysts have nudged their argenx price targets slightly lower in recent weeks, trimming individual fair values by €30 to €92. They continue to cite ongoing Vyvgart momentum, a broader late stage pipeline and a less demanding valuation as key supports for the updated outlook.

ARGX: Late Stage Neuromuscular Readouts Will Support Future Earnings Power

Analysts have made a modest upward tweak to the fair value estimate for argenx to €842.55, reflecting updated assumptions for Vyvgart momentum, slightly higher revenue growth expectations around 26.7%, a somewhat lower profit margin near 34.7%, and a higher future P/E of about 25.5x following recent price target revisions and ongoing support from research firms despite generally lower headline targets. Analyst Commentary Recent Street research on argenx reflects generally constructive views on Vyvgart execution and the broader pipeline, with some caution around spending plans and the current valuation.

ARGX: Graves And gMG Expansion Will Drive Future Repricing Potential

Analysts have nudged the blended price target for argenx slightly higher to about €991. This reflects updated assumptions that pair more moderate revenue growth with a higher profit margin outlook and a somewhat richer future P/E, supported by recent research citing steady Vyvgart momentum, consistent profitability and a deep late stage pipeline.

ARGX: Late Stage Neuromuscular Pipeline Readouts Will Drive Future Upside

Argenx's updated analyst price target reflects a modest recalibration, with fair value edging from about €845 to €839 as analysts factor in ongoing Vyvgart momentum, a slightly lower future P/E assumption and continued profitability. Analyst Commentary Recent Street research on argenx clusters around two themes: execution on Vyvgart and how much of that outlook is already reflected in the share price.

ARGX: Expanded Neuromuscular Indications Will Drive Long Term Upside Potential

The analyst fair value estimate for argenx edges up from €825.51 to €845.07, as analysts trim long term growth and margin assumptions while still pointing to Vyvgart uptake, late stage pipeline breadth, and ongoing price targets mostly above the current level as key supports for the updated price target range. Analyst Commentary Recent Street research shows a mixed but generally constructive tone around argenx, with price targets adjusted both up and down while ratings largely stay positive.

ARGX: Vyvgart Expansion Into Seronegative gMG Will Support Long Term Upside

Narrative Update Analysts have raised their average price target on argenx by a few euros to €825.51. This reflects updated models that incorporate slightly higher revenue growth assumptions, a modestly higher future P/E multiple and recent target increases from firms citing steady long term confidence in the story.

ARGX: Future Sector Correlation Risk May Undermine Elevated Biotech Thesis

Analysts have lifted their fair value estimate for argenx from US$528.05 to US$614.80, citing updated models that incorporate revised revenue growth, profit margin and future P/E assumptions, in line with a series of recent price target increases from major brokerage firms. Analyst Commentary Recent Street research on argenx has featured a series of higher price targets in both U.S. dollars and euros, reflecting updated models rather than wholesale shifts in underlying views.

ARGX: Graves Disease And gMG Franchise Will Drive Future Repricing

Analysts have raised their fair value estimate for argenx from about $885 to roughly $990.88, citing higher modeled revenue growth assumptions, updated P/E expectations, and a series of price target increases across the Street. Analysts continue to view the company constructively, even as some lists are being rebalanced.

ARGX: Vyvgart Franchise Expansion Will Drive Upside Despite Pipeline Setbacks

Analysts have lifted their fair value estimate for argenx from $797.32 to $820.09. This reflects updated assumptions on discount rate, revenue growth, profit margins and future P/E after recent research that highlighted solid Q3 execution, optimism around Vyvgart's opportunity and some recalibration of upside potential.

ARGX: Future Pipeline Readouts Will Balance Post Rally Expectations And Execution Risks

Analysts have nudged their average price target on argenx modestly higher by about $30 per share. This reflects stronger assumed revenue growth and higher future valuation multiples, even as they temper margin expectations in light of a more selective, probability-weighted view of the Vyvgart and empasiprubart pipelines.

ARGX: Share Momentum Will Balance Pipeline Progress Against Post-Rally Expectations

Argenx's analyst price target has been modestly revised downward by approximately $4 to $766. Analysts are balancing optimism on new clinical data and pipeline expansion with tempered expectations following the recent stock rally.

ARGX: Shares Will Weigh Expanding Indications Against Cooling Market Enthusiasm

Analysts have raised their price target for argenx by over $20 to approximately $770. They cite strong third-quarter performance, broadening growth drivers across Vyvgart indications, and confidence in the company’s expanding pipeline and commercial prospects.

ARGX: Upcoming Phase 3 Readouts and Expanded Access Will Shape Future Outlook

Argenx's analyst price target has increased by over $24 to approximately $749. Analysts cite solid quarterly results, pipeline progress, and expanded commercial opportunities as key drivers for the upward revision.

Aging Trends And Genomics Will Expand Autoimmune Treatment Opportunities

argenx’s consensus price target has been revised upward to €724.38 as analysts raise growth forecasts following strong Phase 3 Vyvgart data and expanding market opportunity, while improved revenue projections and robust pipeline momentum continue to offset valuation concerns. Analyst Commentary Bullish analysts are raising price targets on Argenx following positive topline Phase 3 data for Vyvgart in seronegative myasthenia gravis and successful primary endpoint achievement across patient subtypes, which expands the addressable market.

Aging Trends And Genomics Will Expand Autoimmune Treatment Opportunities

argenx’s price target has been raised to €705.90 as analysts cite strong Vyvgart Phase 3 results, raised U.S. sales expectations, visible pipeline catalysts, and resilient uptake despite recent safety concerns. Analyst Commentary Bullish analysts cite Vyvgart’s positive Phase 3 ADAPT SERON results in seronegative generalized myasthenia gravis (gMG), demonstrating clinical improvement and supporting expansion into new patient subtypes.

Aging Trends And Genomics Will Expand Autoimmune Treatment Opportunities

A sharp decline in argenx’s future P/E ratio, despite slightly lower revenue growth forecasts, has contributed to a notable increase in the consensus analyst price target from €665.23 to €700.31. What's in the News Argenx and Unnatural Products Inc.

What argenx SE's (EBR:ARGX) 25% Share Price Gain Is Not Telling You

Aug 01
What argenx SE's (EBR:ARGX) 25% Share Price Gain Is Not Telling You

We Think argenx (EBR:ARGX) Can Stay On Top Of Its Debt

Jun 30
We Think argenx (EBR:ARGX) Can Stay On Top Of Its Debt

We Take A Look At Whether argenx SE's (EBR:ARGX) CEO May Be Underpaid

May 21
We Take A Look At Whether argenx SE's (EBR:ARGX) CEO May Be Underpaid
User avatar

Prefilled Syringe Launch And Pipeline Trials Will Expand Global Reach

Strong pipeline potential from advanced Phase III and proof-of-concept studies could drive new product approvals and market expansion, boosting revenues.

Analyse de la rémunération des PDG

Comment la rémunération de Tim Van Hauwermeiren a-t-elle évolué par rapport aux bénéfices de argenx?
DateRémunération totaleSalaireBénéfices de l'entreprise
Dec 31 2025US$5mUS$827k

US$1b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$8mUS$758k

US$833m

Sep 30 2024n/an/a

-US$40m

Jun 30 2024n/an/a

-US$204m

Mar 31 2024n/an/a

-US$328m

Dec 31 2023US$12mUS$656k

-US$295m

Sep 30 2023n/an/a

-US$234m

Jun 30 2023n/an/a

-US$397m

Mar 31 2023n/an/a

-US$511m

Dec 31 2022US$8mUS$639k

-US$710m

Sep 30 2022n/an/a

-US$909m

Jun 30 2022n/an/a

-US$907m

Mar 31 2022n/an/a

-US$595m

Dec 31 2021US$7mUS$652k

-US$408m

Sep 30 2021n/an/a

-US$373m

Jun 30 2021n/an/a

-US$319m

Mar 31 2021n/an/a

-US$573m

Dec 31 2020US$9mUS$641k

-US$608m

Sep 30 2020n/an/a

-US$535m

Jun 30 2020n/an/a

-US$359m

Mar 31 2020n/an/a

-US$275m

Dec 31 2019US$7mUS$589k

-US$181m

Rémunération vs marché: La rémunération totale de Tim ($USD 4.57M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché Belgian ($USD 2.88M ).

Rémunération et revenus: La rémunération de Tim a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Tim Van Hauwermeiren (53 yo)

18.1yrs
Titularisation
US$4,573,323
Compensation

Mr. Timothy Van Hauwermeiren, also known as Tim, MSc, EMBA, serves as Independent Non-Executive Director of Lexeo Therapeutics, Inc since July 2024. He had been Independent Director at iTeos Therapeutics,...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Timothy Van Hauwermeiren
Co-Founder18.1yrsUS$4.57m0.12%
€ 48.2m
Karl Gubitz
Chief Financial Officer4.9yrsUS$4.24mpas de données
Karen Massey
Chief Operating Officer3.2yrsUS$6.32mpas de données
Peter Ulrichts
Chief Scientific Officer3.3yrspas de donnéespas de données
Malini Moorthy
General Counsel & Corporate Secretary4.3yrspas de donnéespas de données
Arjen Lemmen
Vice President of Corporate Development & Strategy10yrspas de donnéespas de données
Andria Wilk
Global Head of Quality6.3yrspas de donnéespas de données
Luc Truyen
Chief Medical Officer4.1yrspas de donnéespas de données
Hans de Haard
Co-Founder & Member of Board Advisorsno datapas de donnéespas de données
Filip Borgions
Chief Technology Innovation Officer4.1yrspas de donnéespas de données
Marc Schorpion
Global Head of Human Resources7.4yrspas de donnéespas de données
Achim Plueckebaum
Global Head of Digital Technologiesless than a yearpas de donnéespas de données
4.3yrs
Durée moyenne de l'emploi
54yo
Âge moyen

Gestion expérimentée: L'équipe de direction de ARGX est considérée comme expérimentée (ancienneté moyenne 4.3 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Timothy Van Hauwermeiren
Co-Founder11.8yrsUS$4.57m0.12%
€ 48.2m
Hans de Haard
Co-Founder & Member of Board Advisorsno datapas de donnéespas de données
Peter K. Verhaeghe
Independent Chairman of the Board11.8yrsUS$536.90k0.0037%
€ 1.5m
Anthony Rosenberg
Independent Vice Chairman9.1yrsUS$477.40k0.0037%
€ 1.5m
Brian Kotzin
Non-Executive Director2yrsUS$484.90k0.0016%
€ 660.5k
Mary Hedley
Member of Board Advisorsno datapas de donnéespas de données
James Daly
Independent Non-Executive Director8yrsUS$492.40k0.0022%
€ 909.8k
Pamela M. Klein
Independent Non-Executive Director10.1yrsUS$472.40k0.0037%
€ 1.5m
David Lacey
Member of Board Advisorsno dataUS$622.58kpas de données
Steve Krognes
Independent Non-Executive Director3.3yrsUS$490.84k0.0024%
€ 976.2k
Camilla Sylvest
Independent Non-Executive Director3.7yrsUS$464.90k0.0030%
€ 1.3m
Ana Cespedes
Independent Non-Executive Director3.4yrsUS$475.84k0.0021%
€ 864.1k
8.0yrs
Durée moyenne de l'emploi
63.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de ARGX sont considérés comme expérimentés (ancienneté moyenne 8 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/02 10:30
Cours de l'action en fin de journée2026/04/30 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

argenx SE est couverte par 55 analystes. 29 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null nullBaird
Colleen KusyBaird
Joel BeattyBaird