Vertex Pharmaceuticals Incorporated

NasdaqGS:VRTX Rapport sur les actions

Capitalisation boursière : US$113.8b

Vertex Pharmaceuticals Croissance future

Future contrôle des critères 2/6

Vertex Pharmaceuticals devrait augmenter ses bénéfices et son chiffre d'affaires de 13% et de 9.8% par an respectivement. Le BPA devrait croître de de 12.7% par an. Le rendement des capitaux propres devrait être 21.4% dans 3 ans.

Informations clés

13.0%

Taux de croissance des bénéfices

12.73%

Taux de croissance du BPA

Biotechs croissance des bénéfices25.3%
Taux de croissance des recettes9.8%
Rendement futur des capitaux propres21.38%
Couverture par les analystes

Good

Dernière mise à jour09 May 2026

Mises à jour récentes de la croissance future

Recent updates

Seeking Alpha May 06

Vertex Pharmaceuticals Q1 Earnings Review: Pharma May Need Bolder M&A Strategy

Summary Vertex Pharmaceuticals Incorporated delivered strong Q1 2026 earnings, with $2.99bn revenue and $4.02 EPS, but revenue growth is slowing as CF market saturates. VRTX's cystic fibrosis franchise remains dominant and highly profitable, but diversification efforts—Casgevy, Journavx, and povetacicept—face slow uptake or intense competition. Forward P/E of ~26.5x and P/S of ~8.3x are above Big Pharma averages, reflecting market concerns about future growth for VRTX beyond CF. I maintain a Hold rating on VRTX stock, as reigniting share price momentum likely requires bold M&A or accelerated pipeline success, given limited near-term diversification impact. Read the full article on Seeking Alpha
Mise à jour du récit May 05

VRTX: CF Base And Nephrology Expansion Will Define Balanced Future Risk Profile

Analysts have inched their average price target for Vertex Pharmaceuticals higher by a few dollars, citing stronger confidence in povetacicept after positive Phase 3 RAINIER data in IgA nephropathy and a broader nephrology pipeline thesis, while keeping valuation assumptions such as P/E and discount rate broadly consistent. Analyst Commentary Recent Street research on Vertex Pharmaceuticals has centered on povetacicept and the nephrology pipeline, with several major firms adjusting their models after the Phase 3 RAINIER interim readout in IgA nephropathy and following Q4 results.
Mise à jour du récit Apr 20

VRTX: CF Franchise And Kidney Pipeline Will Shape Balanced Risk Profile

Vertex Pharmaceuticals' fair value estimate has shifted from $403.80 to $412.49 as analysts refresh models following multiple price target increases tied to positive Phase 3 povetacicept data and a reassessment of the company's nephrology pipeline potential. Analyst Commentary Recent Street research on Vertex Pharmaceuticals has leaned constructive overall, with several firms lifting price targets following the Phase 3 RAINIER interim readout for povetacicept and updating models around the nephrology pipeline.
Mise à jour du récit Apr 05

VRTX: Renal Franchise Progress And CF Leadership Will Drive Future Upside

Vertex Pharmaceuticals' analyst fair value estimate has shifted to $641 from $604. This reflects analysts' updated views on the company's diversified pipeline following positive Phase 3 povetacicept data in IgA nephropathy and a series of higher Street price targets.
Mise à jour du récit Mar 22

VRTX: Renal Trial Success And Nephrology Pipeline Will Drive Next Phase

Vertex Pharmaceuticals' analyst fair value estimate has moved from $504.04 to $547.72. Analysts point to higher modeled revenue growth, slightly stronger profit margins, a richer future P/E assumption, and a wave of Street price target hikes tied to positive povetacicept Phase 3 RAINIER data and the growing nephrology pipeline.
Mise à jour du récit Mar 06

VRTX: CF Dependence Will Heighten Risk Around Upcoming Renal Readouts

Analysts have nudged their target on Vertex Pharmaceuticals higher, with our fair value estimate moving from $401.30 to $403.80. This reflects updated Q4 results, slightly adjusted revenue growth and margin assumptions, and ongoing confidence in the broader pipeline, as seen in a series of recent price target increases across the Street.
Nouveau récit Feb 27

Vertex Pharmaceuticals (VRTX): The Diversification Juggernaut – Beyond the CF Monopoly

Vertex Pharmaceuticals (VRTX) has entered a transformative era where its identity is shifting from a "Cystic Fibrosis (CF) company" to a multi-disease powerhouse. Following its Q4 fiscal 2025 earnings report on February 12, 2026 , the stock demonstrated resilience, trading at $495.43 as of February 27.
Mise à jour du récit Feb 20

VRTX: CF Reliance Will Expose Renal Pipeline Execution Risks

Vertex Pharmaceuticals' updated analyst price target reflects an increase of $23.78 to $401.30, as analysts incorporate refreshed Q4 outcomes, pipeline commentary on programs like povetacicept and IgAN, and modest adjustments to assumptions for revenue growth, profit margin, and future P/E. Analyst Commentary Street research around Vertex Pharmaceuticals has been active following the latest Q4 update, with several firms revisiting their models, refreshing pipeline assumptions, and revising price targets.
Mise à jour du récit Feb 06

VRTX: CF Dependence And Pipeline Execution Risks Will Test Bullish Repricing

Analysts have raised their fair value estimate for Vertex Pharmaceuticals by about US$33 to approximately US$378, citing a series of recent rating upgrades and higher price targets linked to its cystic fibrosis franchise and late-stage pipeline potential. Analyst Commentary Recent research on Vertex Pharmaceuticals has been dominated by upgrades and higher price targets, with several firms shifting to more positive ratings and highlighting the cystic fibrosis portfolio and late stage pipeline as key supports for the updated fair value assessments.
Mise à jour du récit Jan 23

VRTX: CF Cash Flows And Renal Data Will Shape Balanced Next Phase

Analysts have nudged their fair value estimate for Vertex Pharmaceuticals higher to about $504, citing a slightly richer assumed future P/E multiple and modestly stronger revenue growth expectations, even as they factor in a lower profit margin and a slightly higher discount rate. Analyst Commentary Recent Street research on Vertex Pharmaceuticals has turned more constructive, with several firms shifting to more positive ratings and setting price targets above the current fair value estimate.
Mise à jour du récit Jan 09

VRTX: CF Durability And Kidney Pipeline Data Will Define Next Phase

Analysts have lifted their Vertex Pharmaceuticals fair value estimate by about US$11 to US$496.16, reflecting updated assumptions on revenue growth, margins and future P/E, as recent research highlights confidence in the durability of its cystic fibrosis franchise and potential upside from its broader pipeline. Analyst Commentary Recent Street research around Vertex Pharmaceuticals points to a generally constructive view, with most commentary focusing on the durability of the cystic fibrosis franchise, the breadth of the pipeline and how these factors feed into valuation targets and rating changes.
Mise à jour du récit Dec 18

VRTX: Cystic Fibrosis And Gene Editing Advances Will Drive Upside Potential

Narrative Update The analyst price target for Vertex Pharmaceuticals has been modestly reduced to about $604 from roughly $616 as analysts factor in a slightly higher discount rate and marginally slower revenue growth, partially offset by improved profitability and a lower assumed future P/E multiple. Analyst Commentary Bullish analysts remain broadly constructive on Vertex Pharmaceuticals, emphasizing durable execution in cystic fibrosis, a deep late stage pipeline, and multiple emerging revenue drivers that, in their view, support premium valuation multiples despite modest target tweaks.
Mise à jour du récit Dec 04

VRTX: Kidney Pipeline And Gene Editing Will Shape Next Phase

The analyst price target for Vertex Pharmaceuticals has been nudged higher to about $485 from roughly $480 as analysts point to a healthier long term earnings profile supported by ongoing strength in the cystic fibrosis franchise, measured diversification investments, and an increasingly innovation focused large cap biopharma setup. Analyst Commentary Recent research updates on Vertex Pharmaceuticals highlight a broadly constructive stance on the name, with most price target changes and rating initiations reinforcing confidence in the company’s growth algorithm and innovation pipeline, even as some voices flag valuation and execution constraints as the franchise matures.
Article d’analyse Nov 11

Vertex Pharmaceuticals' (NASDAQ:VRTX) Performance Is Even Better Than Its Earnings Suggest

Even though Vertex Pharmaceuticals Incorporated's ( NASDAQ:VRTX ) recent earnings release was robust, the market didn't...
Article d’analyse Sep 19

Vertex Pharmaceuticals Incorporated's (NASDAQ:VRTX) Popularity With Investors Is Under Threat From Overpricing

It's not a stretch to say that Vertex Pharmaceuticals Incorporated's ( NASDAQ:VRTX ) price-to-sales (or "P/S") ratio of...
Mise à jour du récit Sep 04

Gene Editing And New Therapies Will Transform Global Healthcare

Analysts maintain a cautious-but-constructive stance on Vertex Pharmaceuticals, citing strong CF performance and resilient topline results offset by pipeline setbacks and future revenue concentration risks, with the consensus price target unchanged at $481.04. Analyst Commentary Bullish analysts highlight Vertex’s continued strong execution track record, robust base cystic fibrosis (CF) business, solid Q2 results with topline beats, and a positive long-term growth outlook beyond near-term setbacks.
Nouveau récit Apr 08

New ALYFTREK And JOURNAVX Will Expand Patient Access

Vertex is set to drive revenue growth by expanding its drug portfolio, notably with ALYFTREK and JOURNAVX, targeting new patient demographics.
Seeking Alpha Apr 06

Vertex Pharmaceuticals: A Look At Their Pain Therapy Program

Summary Vertex Pharmaceuticals is diversifying from its cystic fibrosis dominance into pain, sickle cell disease, beta thalassemia, and type 1 diabetes, with approved products in each area. Suzetrigine (Journavx) shows promise as a non-addictive pain treatment, offering systemic relief without opioid-related side effects, but faces Tier 3 insurance hurdles. Financially strong with a market cap of $124bn and $11.2bn in cash, Vertex's pain program needs further trials to overcome high placebo effects in Lumbosacral Radiculopathy. While Vertex's diversification is commendable, investors should wait for a few quarters of revenue from the pain program before making investment decisions. Read the full article on Seeking Alpha
Seeking Alpha Mar 06

Vertex Pharmaceuticals: Company Passes My Health Check With Flying Colors, Upholding Buy Rating

Summary Vertex Pharmaceuticals Incorporated's stock has shown resilience, recovering from dips and maintaining a strong long-term growth trajectory, driven by its robust CF franchise and new product approvals. The company’s 2024 performance was solid, with TRIKAFTA/KAFTRIO generating >$10bn revenues, and 2025 guidance suggesting continued growth despite some challenges. Vertex's diversification efforts include the approval of pain therapy JOURNAVX and gene therapy Casgevy, with potential multi-billion-dollar revenue contributions from these and other pipeline drugs. Despite potential headwinds, Vertex's strong cash position and promising pipeline support a “Buy” rating for VRTX stock, with expectations of further long-term growth and multiple blockbuster drugs. Read the full article on Seeking Alpha
Seeking Alpha Jan 31

Vertex Pharma Stock Surges After FDA Approves Non-Opioid Pain Drug

Summary JOURNAVX, a non-opioid analgesic, shows significant promise in treating pain with a superior safety profile, addressing a critical unmet need compared to opioids with FDA approval just announced. Vertex Pharmaceuticals continues to execute its commercialization of three new drugs, JOURNAVX, CASGEVY, and ALYFTREK. Two of which have been approved by the FDA since December. Vertex's valuation appears high due to recent expenses, but analysts expect substantial earnings growth in 2025 as acquisition and clinical expenses subside. With multiple ongoing clinical trials and a robust pipeline, Vertex is poised to exceed conservative analyst revenue projections, making the stock a STRONG BUY with a 12-month price of $550/share. Read the full article on Seeking Alpha
Seeking Alpha Jan 14

Vertex Therapeutics: The Pain Comes With The Territory For Suzetrigine

Summary I last wrote here several months ago about the sodium channel (NaV1.8) inhibitor VX-548 (now known as suzetrigine), which is under investigation as a pain relief medication. In that earlier post on this drug, it had shown some very interesting (though modest) activity in post-surgical patients, albeit with some questions about its efficacy relative to Vicodin standard-of-care. Vertex has been running a number of trials because if there’s one thing that we can take away from the failed drug development projects of the past, it’s that there are many kinds of pain. Just before the holiday break, Vertex reported on another of these trials with suzetrigine in sciatica patients. Read the full article on Seeking Alpha
Seeking Alpha Dec 31

Vertex Pharmaceuticals: Jim Cramer Fires A Warning Shot But I Remain Invested

Summary Vertex Pharmaceuticals' suzetrigine showed lackluster Phase II results, but I still see potential in the non-addictive pain management market given the opioid crisis. Vertex's dominance in the cystic fibrosis (CF) drug market, including recent FDA approval for Alyftrek, ensures strong revenue and market expansion. The company's pipeline diversification, targeting diabetic peripheral neuropathy, IgA nephropathy, type 1 diabetes, and gene editing, promises long-term growth. Despite high valuation risks, VRTX's innovative CF treatments and diversified pipeline make it a compelling long-term investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha Dec 11

Vertex Pharmaceuticals: Progress Check Suggests Stock Remains A Solid Buy

Summary I'm updating my recent “Buy” thesis on Vertex Pharmaceuticals Incorporated — spoiler alert, I am as bullish, if not more so, than I was back in September, despite a recent sell-off. Vertex's CF franchise remains robust, with TRIKAFTA generating $2.77bn in Q3 revenues and the upcoming Vanzacaftor triple therapy expected to drive further growth. Casgevy, a CRISPR-based therapy for Sickle Cell Disease and TDT, shows promising commercial potential, with multi-billion-dollar peak revenue projections and expanding global approvals. Upcoming catalysts include potential approvals for Vanzacaftor and Suzetrigine in January 2025, with Suzetrigine offering a non-opioid pain management solution. Vertex's long-term growth potential is strong, with promising pipelines in kidney disease, diabetes, and DMD, aiming for a $150bn valuation within 3–5 years. Read the full article on Seeking Alpha
Seeking Alpha Nov 25

Vertex Pharma: Why I Am Buying This Dip

Summary Vertex Pharmaceuticals reported strong Q3 earnings, yet the stock has pulled back, presenting a buying opportunity. The company’s robust pipeline, particularly Suzetrigine for acute pain and CASGEVY gene therapy, positions Vertex for significant growth. Vertex's financial health, with no traditional debt and substantial cash reserves, supports its aggressive push into new therapeutic areas and product launches. With three new products launching in 2025, Vertex is poised to exceed revenue estimates, making the current stock pullback an attractive entry point. Read the full article on Seeking Alpha
Seeking Alpha Nov 05

Vertex Pharmaceuticals: Strong Execution Continued In Q3 But The Valuation Reflects It

Summary Vertex reported strong Q3 results driven by the growth of the cystic fibrosis franchise and raised the full-year revenue guidance range by $100 million at the mid-point. Casgevy finally generated commercial revenue in Q3 and Vertex continues to work in the background to get treatment centers up and running and patients treated. The VX-880 clinical program is progressing to the pivotal stage and povetacicept generated promising data in membranous nephropathy patients. Vertex Pharmaceuticals continues to deliver on both the commercial and clinical sides of the business, but the current valuation is already reflecting that. Read the full article on Seeking Alpha
Seeking Alpha Oct 18

Vertex Pharmaceuticals: The Future Looks Bright, But It May Be A Choppy Ride

Summary Vertex's diverse pipeline, including Casgevy for SCD, suzetrigine for chronic pain, and the vanzacaftor triple for CF, positions it for growth despite launch challenges. Casgevy's complex treatment process and high costs, alongside competition from Bluebird Bio, make the launch challenging. Suzetrigine's potential in chronic pain, a large market with significant unmet needs, could drive substantial revenue if clinical data is positive. Vertex's strategic diversification beyond CF, with promising candidates like povetacicept for IgA nephropathy and cell therapies for T1D, may result in long-term growth. Read the full article on Seeking Alpha
Seeking Alpha Oct 10

Vertex Joined The M&A Craze - Limited Upside Potential (Downgrade)

Summary VRTX's core cystic fibrosis portfolio remains its top/ bottom-line driver, with elongated patent expiry for TRIKAFTA/KAFTRIO through 2037. Even so, the management is not resting on its laurels with numerous candidates in pipeline, along with new bolt-ons from recent acquisitions. These efforts have unfortunately triggered a deterioration in VRTX's balance sheet, with further acquisitions likely to trigger expensive debt reliance. At the same time, with most candidates in Clinical Phase 3 Trials, we are unlikely to see any top-line accretion in the near term. Given its relatively premium PEG non-GAAP ratio and the minimal upside potential, it may be better to observe VRTX's performance for a little longer. Read the full article on Seeking Alpha
Seeking Alpha Sep 15

Investors Are Underestimating The Potential Of Vertex's Non-Addictive Pain Drug

Summary Vertex stock is significantly undervalued due to the underestimated potential of its pain treatment drug, VX-548, which could become a blockbuster. VX-548 has shown to be more effective than placebos and potentially more powerful than NSAIDs and ibuprofen in post-surgery pain relief. VX-548 appears to fill the therapeutic gap between NSAIDs and opioids. Read the full article on Seeking Alpha
Seeking Alpha Sep 05

Vertex Pharmaceuticals: Is The Recent Barclays Downgrade Justified? I'm Not Convinced

Summary Vertex Pharmaceuticals, a leader in Cystic Fibrosis treatment, reported strong financials in Q2 but faces limited growth in CF due to high market penetration. Despite a GAAP net loss in Q2, Vertex remains highly profitable, with promising assets like Casgevy and Suzetrigine poised for future growth. Vertex's high valuation ratios suggest potential overvaluation, but its focused pipeline and blockbuster potential justify optimism for significant long-term revenue growth. Key risks include pricing pressure on CF drugs and competition in kidney disease markets, but Vertex's strategic focus could drive its valuation to $200bn by 2030. As such, I disagree with analysts who suggest Vertex have reached too high a valuation to continue to outperform the market. Read the full article on Seeking Alpha
Seeking Alpha Aug 02

Vertex Stock: Came For CF Drugs, Staying For Gene Therapy

Summary I am not a biotech expert, but I could not ignore the strength of Vertex's CF drug portfolio in 2022. The stock has almost doubled since then. While continuing to invest in innovative CF treatments, Vertex has been strategically expanding into gene therapy to treat other rare diseases. The company is expected to report approx. $85 million in gene therapy revenue this year from the commercialization of Casgevy to treat SCD and TDT. By forming new partnerships, expanding existing partnerships, and through technological advancements, Vertex will carve competitive advantages in the fast-growing gene therapy market in the future. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:VRTX - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202815,8585,9815,5806,69223
12/31/202714,2815,0725,0715,94228
12/31/202613,0374,4444,8637,10429
3/31/202612,2184,3383,7104,241N/A
12/31/202512,0013,9533,1943,631N/A
9/30/202511,7233,6753,3373,718N/A
6/30/202511,4193,6383,5003,846N/A
3/31/202511,100-989-1,258-980N/A
12/31/202411,020-536-978-493N/A
9/30/202410,626-480-1,351-843N/A
6/30/202410,337-490-1,426-944N/A
3/31/202410,1854,0193,4793,944N/A
12/31/20239,8693,6203,2793,537N/A
9/30/20239,6543,4704,2054,381N/A
6/30/20239,5053,3653,8794,068N/A
3/31/20239,2083,2603,8904,074N/A
12/31/20228,9313,3223,9254,130N/A
9/30/20228,7013,2733,8144,047N/A
6/30/20228,3503,1953,7874,018N/A
3/31/20227,9482,4512,4512,679N/A
12/31/20217,5742,3422,4092,644N/A
9/30/20217,1302,1761,9192,140N/A
6/30/20216,6841,9921,7772,121N/A
3/31/20216,4152,7623,0483,359N/A
12/31/20206,2062,7122,9943,254N/A
9/30/20205,9912,6912,9793,208N/A
6/30/20205,4032,0812,5572,635N/A
3/31/20204,8191,5111,9832,060N/A
12/31/20194,1631,177N/A1,569N/A
9/30/20193,6202,144N/A1,438N/A
6/30/20193,4542,215N/A1,484N/A
3/31/20193,2652,155N/A1,342N/A
12/31/20183,0482,096N/A1,270N/A
9/30/20182,829647N/A1,183N/A
6/30/20182,623415N/A972N/A
3/31/20182,415226N/A832N/A
12/31/20172,489263N/A845N/A
9/30/20172,296196N/A762N/A
6/30/20172,131259N/A658N/A
3/31/20172,019177N/A517N/A
12/31/20161,702-112N/A236N/A
9/30/20161,661-219N/A121N/A
6/30/20161,557-275N/A-7N/A
3/31/20161,292-399N/A-158N/A
12/31/20151,032-556N/A-365N/A
9/30/2015759-659N/A-576N/A
6/30/2015628-734N/A-602N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de VRTX ( 13% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de VRTX ( 13% par an) devraient croître plus lentement que le marché US ( 16.7% par an).

Croissance élevée des bénéfices: Les bénéfices de VRTX devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de VRTX ( 9.8% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de VRTX ( 9.8% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de VRTX devrait être élevé dans 3 ans ( 21.4 %)


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/13 21:19
Cours de l'action en fin de journée2026/05/13 00:00
Les revenus2026/03/31
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

Vertex Pharmaceuticals Incorporated est couverte par 58 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
Jasper HellwegArgus Research Company
Brian SkorneyBaird
Ying HuangBarclays