Ligand Pharmaceuticals (LGND) Aperçu de l'action
Ligand Pharmaceuticals Incorporated, société biopharmaceutique, développe des actifs biopharmaceutiques dans le monde entier et leur octroie des licences. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 3/6 |
| Performances passées | 2/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
LGND Community Fair Values
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Analyst Price Targets
Ligand Pharmaceuticals Incorporated Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$316.24 |
| Plus haut sur 52 semaines | US$326.63 |
| Plus bas sur 52 semaines | US$120.68 |
| Bêta | 0.98 |
| Variation sur 1 mois | 23.75% |
| Variation sur 3 mois | 36.11% |
| Variation sur 1 an | 149.16% |
| Variation sur 3 ans | 359.92% |
| Variation sur 5 ans | 160.58% |
| Évolution depuis l'introduction en bourse | 427.05% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 10
LGND: Expanded Royalty Portfolio And Xoma Deal Will Guide Future Returns
Ligand Pharmaceuticals’ updated analyst price target has moved from about $278 to roughly $298, with analysts pointing to the larger royalty portfolio, added diversification and scalability from the XOMA acquisition, and expanded commercial and pipeline opportunities as key reasons for the shift. Analyst Commentary Recent commentary on Ligand Pharmaceuticals centers on how the expanded royalty portfolio and pipeline exposure could affect long term growth, cash flow durability, and valuation, especially following the XOMA acquisition and updates around partnered assets such as Filspari.
Nouveau récit • Jul 09
Royalty Aggregation Shift And XOMA Deal Will Elevate Long-Term Risk Exposure
Catalysts About Ligand Pharmaceuticals Ligand Pharmaceuticals focuses on acquiring and managing a diversified portfolio of biopharma royalty assets rather than running its own large-scale drug development operations. What are the underlying business or industry changes driving this perspective?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 AlphaRecent updates
Mise à jour du récit • Jul 10
LGND: Expanded Royalty Portfolio And Xoma Deal Will Guide Future Returns
Ligand Pharmaceuticals’ updated analyst price target has moved from about $278 to roughly $298, with analysts pointing to the larger royalty portfolio, added diversification and scalability from the XOMA acquisition, and expanded commercial and pipeline opportunities as key reasons for the shift. Analyst Commentary Recent commentary on Ligand Pharmaceuticals centers on how the expanded royalty portfolio and pipeline exposure could affect long term growth, cash flow durability, and valuation, especially following the XOMA acquisition and updates around partnered assets such as Filspari.Nouveau récit • Jul 09
Royalty Aggregation Shift And XOMA Deal Will Elevate Long-Term Risk Exposure
Catalysts About Ligand Pharmaceuticals Ligand Pharmaceuticals focuses on acquiring and managing a diversified portfolio of biopharma royalty assets rather than running its own large-scale drug development operations. What are the underlying business or industry changes driving this perspective?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 AlphaArticle d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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 AlphaSeeking 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 AlphaSeeking 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
Nouveau récit • 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 AlphaSeeking 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 AlphaRendement pour les actionnaires
| LGND | US Pharmaceuticals | US Marché | |
|---|---|---|---|
| 7D | -1.3% | -0.8% | 0.1% |
| 1Y | 149.2% | 43.7% | 20.3% |
Rendement vs Industrie: LGND a dépassé le secteur US Pharmaceuticals qui a rapporté 43.7 % au cours de l'année écoulée.
Rendement vs marché: LGND a dépassé le marché US qui a rapporté 20.3 % au cours de l'année écoulée.
Volatilité des prix
| LGND volatility | |
|---|---|
| LGND Average Weekly Movement | 6.4% |
| Pharmaceuticals Industry Average Movement | 9.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: LGND n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de LGND ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1987 | 47 | Todd Davis | www.ligand.com |
Ligand Pharmaceuticals Incorporated, société biopharmaceutique, développe des actifs biopharmaceutiques et en concède des licences dans le monde entier. Elle propose Pradefovir, Posaconazole, Voriconazole, CAPVAXIVE, NOXAFIL, MenFive et ZELSUVMI pour les maladies infectieuses ; EVOMELA et KYPROLIS pour le myélome multiple ; FILSPARI pour le traitement de la néphropathie à immunoglobuline a ; PNEUMOSIL, un vaccin pneumococcique conjugué pour aider à lutter contre la pneumonie pneumococcique chez les enfants ; et QARZIBA pour le traitement du neuroblastome. La société propose également Teriparatide, un produit injectable contre l'ostéoporose ; RYLAZE, une asparaginase recombinante d'Erwinia contre la leucémie lymphoblastique aiguë ou le lymphome lymphoblastique chez les adultes et les enfants ; TZIELD, un anticorps dirigé contre les CD3 indiqué pour retarder l'apparition du diabète de type 1 de stade 3 chez les adultes et les enfants âgés de 8 ans et plus atteints de T1D de stade 2 ; et VAXNEUVANCE pour la prévention des maladies invasives causées par les sérotypes de streptococcus pneumoniae.
Ligand Pharmaceuticals Incorporated Résumé des fondamentaux
| LGND statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$6.27b |
| Bénéfices(TTM) | US$153.56m |
| Recettes(TTM) | US$274.48m |
40.8x
Ratio P/E22.8x
Ratio P/SLe site LGND est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| LGND compte de résultat (TTM) | |
|---|---|
| Recettes | US$274.48m |
| Coût des recettes | US$46.22m |
| Marge brute | US$228.26m |
| Autres dépenses | US$74.70m |
| Les revenus | US$153.56m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 7.75 |
| Marge brute | 83.16% |
| Marge bénéficiaire nette | 55.95% |
| Ratio dettes/capitaux propres | 44.8% |
Quelles ont été les performances à long terme de LGND?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/13 06:28 |
| Cours de l'action en fin de journée | 2026/07/10 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 sur la façon d’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
Ligand Pharmaceuticals Incorporated est couverte par 20 analystes. 8 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.
| Analyste | Institution |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Robert Wasserman | Benchmark Company |
| Jason Zemansky | BofA Global Research |