Vertex Pharmaceuticals Incorporated

Report azionario NasdaqGS:VRTX

Capitalizzazione di mercato: US$133.9b

Vertex Pharmaceuticals Performance degli utili passati

Criteri Il passato verificati 5/6

Vertex Pharmaceuticals ha registrato una crescita degli utili a un tasso medio annuo di 2.3%, mentre il settore Biotechs ha registrato utili in crescita a un tasso medio annuo di 34.1%. I ricavi sono stati in crescita a un tasso medio annuo di 11.2%. Il ritorno sul capitale proprio di Vertex Pharmaceuticals è 21.8% e ha margini netti di 35%.

Informazioni chiave

2.32%

Tasso di crescita degli utili

2.51%

Tasso di crescita dell'EPS

Biotechs Crescita del settore17.04%
Tasso di crescita dei ricavi11.18%
Rendimento del capitale proprio21.76%
Margine netto35.00%
Ultimo aggiornamento sugli utili30 Jun 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento narrativa • Aug 19

VRTX: Kidney And Endocrine Expansion Will Drive Future Stock Upside

Vertex Pharmaceuticals' analyst fair value estimate has shifted to $672 from $641 as analysts factor in the higher Street price targets, the recent addition to BofA's US 1 List, and reduced competitive uncertainty around the cystic fibrosis franchise. Analyst Commentary Recent Street research around Vertex Pharmaceuticals points to a generally constructive tone on the stock.
Seeking Alpha • Aug 14

Vertex Pharmaceuticals: I Was Wrong About Its Near-Term Prospects (Rating Upgrade)

Summary I was too cautious previously on Vertex Pharmaceuticals' prospects. Revenue from its cystic fibrosis franchise grew 10% quarter-on-quarter and 10.6% year-on-year to about $3.21 billion in Q2. On July 6, VRTX announced the acquisition of Crinetics Pharmaceuticals for about $10 billion, thereby strengthening its position in the endocrinology drugs market. The company raised its full-year 2026 revenue guidance from $12.95-13.1 billion to $13.1-$13.2 billion. In this article, I explain why I'm upgrading my Vertex rating from Hold to Buy. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 04

VRTX: Endocrinology Expansion And Nephrology Pipeline Will Drive Next Phase

Analysts have nudged their price targets on Vertex Pharmaceuticals higher, generally into a $550 to $605 range, citing raised FY26 revenue guidance, steady cystic fibrosis performance, and a growing set of potential catalysts across hematology, nephrology, pain, and the newly added endocrinology portfolio. Analyst Commentary Street research on Vertex Pharmaceuticals points to a generally constructive tone, with multiple firms lifting price targets and focusing on execution around the cystic fibrosis franchise, the expanding pipeline and the new endocrinology pillar from the Crinetics deal.
Aggiornamento narrativa • Jul 08

VRTX: Rich Crinetics Deal Will Weigh On Future Risk Reward Profile

Vertex Pharmaceuticals' fair value estimate has been adjusted higher by about $9.69 to $423.75 as analysts factor in updated assumptions on revenue growth, margins, and future P/E following the Crinetics acquisition and a series of upward price target revisions, including recent moves to $570 at RBC Capital and $350 at Baird. Analyst Commentary Recent research on Vertex Pharmaceuticals clusters around the planned Crinetics acquisition and how it reshapes the company’s pipeline mix, capital deployment, and earnings profile.
Aggiornamento narrativa • Jun 17

VRTX: Kidney Franchise And Pipeline Expansion Will Drive Future Stock Upside

Vertex Pharmaceuticals' latest narrative update reflects a modest recalibration in analyst price targets, with figures such as Truist's move to $542 and Wells Fargo's lift to $550 framed around analysts' view that the emerging kidney franchise can grow into blockbuster assets and broaden the company's portfolio. Analyst Commentary Recent Street research on Vertex Pharmaceuticals highlights a generally constructive tone, with bullish analysts pointing to the expanding kidney franchise and a series of upward price target revisions as key supports for the stock's valuation and growth narrative.
Aggiornamento narrativa • Jun 03

VRTX: Kidney Franchise Progress Will Drive Future Upside Beyond CF

Analysts have nudged their average price target on Vertex Pharmaceuticals higher by a few dollars to around the mid $500s to low $600s, citing positive Phase 3 RAINIER data and the perceived de-risking of the emerging kidney franchise as key reasons for the change. Analyst Commentary Bullish analysts are broadly aligning around a more constructive view on Vertex Pharmaceuticals following the RAINIER readout, with several pointing to the kidney franchise as a key driver for the stock story alongside the established cystic fibrosis business.
Aggiornamento narrativa • May 19

VRTX: CF Franchise And Nephrology Pipeline Will Shape Balanced Future Risk Profile

Analysts have inched their fair value target for Vertex Pharmaceuticals higher to about $414 per share. This reflects updated assumptions that pair slightly more conservative revenue growth expectations with higher projected profit margins and a lower anticipated future P/E multiple.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Nuova narrativa • 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

Ripartizione dei ricavi e delle spese

Come Vertex Pharmaceuticals guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.

Storico di utili e ricavi

NasdaqGS:VRTX Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
30 Jun 2612,5874,4052,0080
31 Mar 2612,2184,3381,8500
31 Dec 2512,0013,9531,7530
30 Sep 2511,7233,6751,6440
30 Jun 2511,4193,6381,5700
31 Mar 2511,100-9891,5180
31 Dec 2411,020-5361,4640
30 Sep 2410,626-4801,4560
30 Jun 2410,337-4901,3480
31 Mar 2410,1854,0191,2380
31 Dec 239,8693,6201,1370
30 Sep 239,6543,4701,0350
30 Jun 239,5053,3651,0180
31 Mar 239,2083,2609710
31 Dec 228,9313,3229450
30 Sep 228,7013,2739330
30 Jun 228,3503,1958840
31 Mar 227,9482,4518630
31 Dec 217,5742,3428400
30 Sep 217,1302,1767970
30 Jun 216,6841,9927830
31 Mar 216,4152,7627800
31 Dec 206,2062,7127710
30 Sep 205,9912,6917540
30 Jun 205,4032,0817290
31 Mar 204,8191,5116940
31 Dec 194,1631,1776590
30 Sep 193,6202,1446160
30 Jun 193,4542,2155940
31 Mar 193,2652,1555750
31 Dec 183,0482,0965580
30 Sep 182,8296475390
30 Jun 182,6234155230
31 Mar 182,4152265130
31 Dec 172,4892634960
30 Sep 172,2961964710
30 Jun 172,1312594570
31 Mar 172,0191774410
31 Dec 161,702-1124330
30 Sep 161,661-2194190
30 Jun 161,557-2754130
31 Mar 161,292-3993960
31 Dec 151,032-5563770
30 Sep 15759-6593590

Guadagni di qualità: VRTX ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di VRTX (35%) VRTX sono più alti rispetto allo scorso anno (31.9%).

Flusso di cassa libero e analisi degli utili

Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di VRTX sono cresciuti del 2.3% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di VRTX nell'ultimo anno ( 21.1% ) supera la media quinquennale ( 2.3% all'anno).

Guadagni vs Settore: La crescita degli utili VRTX nell'ultimo anno ( 21.1% ) non ha superato quella del settore Biotechs 64.6%.

Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 21.8% ) di VRTX è considerato alto.

Rendimento delle attività

Rendimento del capitale investito

Scoprire le aziende con forti performance passate

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/19 02:37
Prezzo dell'azione a fine giornata2026/08/19 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Vertex Pharmaceuticals Incorporated è coperta da 59 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jasper HellwegArgus Research Company
Brian SkorneyBaird
Eliana MerleBarclays