argenx SE

ENXTBR:ARGX 株式レポート

時価総額：€42.9b

argenx 将来の成長

Future 基準チェック /56

argenx利益と収益がそれぞれ年間21.6%と16.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20.4% 21.1%なると予測されています。

主要情報

21.6%

収益成長率

21.11%

EPS成長率

Biotechs 収益成長21.1%
収益成長率16.9%
将来の株主資本利益率20.44%
アナリストカバレッジ

Good

最終更新日18 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 14

ARGX: Expanded Neuromuscular Indications Will Support Future Earnings Power

Analysts nudged their blended price target for argenx higher by about €2 to roughly €845, citing a slightly higher fair value estimate, modestly adjusted growth and discount rate assumptions, and support from recent research highlighting Vyvgart momentum and an expanded late stage pipeline. Analyst Commentary Recent research shows a split between analysts trimming targets on fine tuned assumptions and others lifting or reaffirming higher fair value estimates.
ナラティブの更新 • Apr 29

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.
ナラティブの更新 • Apr 15

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.
ナラティブの更新 • Apr 01

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.
ナラティブの更新 • Mar 17

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.
ナラティブの更新 • Mar 03

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.
ナラティブの更新 • Feb 17

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.
ナラティブの更新 • Feb 03

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.
ナラティブの更新 • Jan 20

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.
ナラティブの更新 • Jan 06

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.
ナラティブの更新 • Dec 15

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.
ナラティブの更新 • Nov 30

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.
ナラティブの更新 • Nov 16

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.
ナラティブの更新 • Nov 02

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.
ナラティブの更新 • Sep 25

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.
ナラティブの更新 • Aug 29

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.
ナラティブの更新 • Aug 06

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.
分析記事 • Aug 01

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

argenx SE ( EBR:ARGX ) shares have had a really impressive month, gaining 25% after a shaky period beforehand. Looking...
分析記事 • Jun 30

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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新しいナラティブ • Apr 27

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.

業績と収益の成長予測

ENXTBR:ARGX - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20288,5372,9243,208N/A22
12/31/20277,2152,4163,051N/A30
12/31/20265,9301,7572,552N/A30
3/31/20264,7421,489N/AN/AN/A
12/31/20254,2361,292574685N/A
9/30/20253,6831,533N/AN/AN/A
6/30/20253,1211,280309404N/A
3/31/20252,6431,064N/AN/AN/A
12/31/20242,248833-151-83N/A
9/30/20241,909-40N/AN/AN/A
6/30/20241,660-204-325-260N/A
3/31/20241,451-328N/AN/AN/A
12/31/20231,269-295-464-420N/A
9/30/20231,029-234N/AN/AN/A
6/30/2023835-397-758-654N/A
3/31/2023639-511N/AN/AN/A
12/31/2022441-710-967-863N/A
9/30/2022286-909N/AN/AN/A
6/30/2022146-907-874-876N/A
3/31/2022381-595N/AN/AN/A
12/31/2021528-408-728-607N/A
9/30/2021510-373N/AN/AN/A
6/30/2021526-319-601-474N/A
3/31/2021206-573N/AN/AN/A
12/31/202062-608-404-398N/A
9/30/202075-535N/AN/AN/A
6/30/202070-359-263-255N/A
3/31/202073-275N/AN/AN/A
12/31/201993-181N/A152N/A
9/30/201972-109N/AN/AN/A
6/30/201968-104N/A230N/A
3/31/201970-47N/AN/AN/A
12/31/201833-76N/A-62N/A
9/30/201841-56N/AN/AN/A
6/30/201844-47N/A-57N/A
3/31/201850-46N/AN/AN/A
12/31/201749-34N/A-44N/A
9/30/201742-30N/AN/AN/A
6/30/201739-25N/A-31N/A
3/31/201723-29N/AN/AN/A
12/31/201618-22N/A11N/A
9/30/201617-20N/AN/AN/A
6/30/201614-17N/A16N/A
3/31/201612-17N/AN/AN/A
12/31/201511-17N/A-15N/A
9/30/201510-16N/AN/AN/A
6/30/20159-14N/A-10N/A

アナリストによる今後の成長予測

収入対貯蓄率: ARGXの予測収益成長率 (年間21.6% ) は 貯蓄率 ( 2.4% ) を上回っています。

収益対市場: ARGXの収益 ( 21.6% ) はBelgian市場 ( 13.8% ) よりも速いペースで成長すると予測されています。

高成長収益: ARGXの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: ARGXの収益 ( 16.9% ) Belgian市場 ( 6.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: ARGXの収益 ( 16.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ARGXの 自己資本利益率 は、3年後には高くなると予測されています ( 20.4 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 14:25
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

argenx SE 30 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。55

アナリスト機関
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Colleen KusyBaird
Joel BeattyBaird