Bachem Holding AG

SWX:BANB 株式レポート

時価総額:CHF 5.8b

Bachem Holding 将来の成長

Future 基準チェック /36

Bachem Holding利益と収益がそれぞれ年間17.6%と18.1%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15.1% 18.1%なると予測されています。

主要情報

17.6%

収益成長率

18.05%

EPS成長率

Life Sciences 収益成長18.9%
収益成長率18.1%
将来の株主資本利益率15.15%
アナリストカバレッジ

Good

最終更新日06 Aug 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 Jul 30

BANB: Future Execution At New Facility Is Expected To Sustain Fair Value

Analysts have raised their price target on Bachem Holding to CHF81.40 from CHF78.80, citing model updates that reflect slightly higher assumed revenue growth and profit margins, a modestly lower discount rate, and a small adjustment to the future P/E input. What's in the News for Bachem Holding Bachem Holding announced the next phase of its greenfield project in Sisslerfeld in Eiken, Switzerland, involving a large scale production facility with a total investment of more than CHF 500 million.
ナラティブ更新 Jul 15

BANB: Rising Margin Expectations Will Increase Execution Risk And Restrain Upside

Analysts have raised their price target for Bachem Holding from CHF 46.00 to CHF 52.00, reflecting updated views that combine a slightly different discount rate, more cautious revenue growth assumptions, a higher projected profit margin, and a modestly lower future P/E multiple. What’s in the News for Bachem Holding ImmuPharma PLC appoints Bachem AG as manufacturing partner for the active pharmaceutical ingredient in its Kapiglucagon program, marking a key Chemistry, Manufacturing and Controls milestone for that project.
分析記事 Jul 04

Does Bachem Holding (VTX:BANB) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
ナラティブ更新 Jun 22

BANB: Capacity Expansion Commitments Will Heighten Execution Risk And Restrain Upside

Analysts have raised their price target on Bachem Holding by CHF 5 to reflect updated assumptions for discount rates, growth and profitability. This move is supported by recent Street research that cites a higher target from CHF 5 at Barclays as a reference point for the new CHF level.
ナラティブ更新 Jun 05

BANB: Future Upside Will Rely On Executing Margin Assumptions And Higher P E Framework

Analysts have raised their CHF price targets on Bachem Holding, including recent CHF 5 and CHF 5 increases from two major banks, reflecting updated views on growth, margins, and future P/E assumptions. Analyst Commentary Bullish analysts are signaling a constructive view on Bachem Holding, pointing to updated price targets that reflect their latest assumptions on growth, margins, and valuation.
ナラティブ更新 May 22

BANB: Higher Assumed Growth Will Exacerbate Execution Risk And Limit Upside

Analysts have nudged their price targets for Bachem Holding higher, with recent Street research citing revised assumptions for growth, margins and P/E that collectively support a modestly higher fair value approach in CHF terms. Analyst Commentary Recent price target revisions for Bachem Holding sit in a fairly tight range, with updates clustered around the CHF 80 level.
ナラティブ更新 May 01

BANB: Future Earnings Execution Is Expected To Support CHF 80 Upside Potential

Analysts have nudged their price target on Bachem Holding slightly higher, with recent Street research indicating a CHF 5 increase from both Barclays and Deutsche Bank to CHF 80, supported by updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a CHF 80 target as aligned with their updated view on fair value, suggesting that current assumptions on growth and margins justify a higher valuation anchor.
新しいナラティブ Apr 26

Bachem Holding - The Purest Public Peptide Play?

We are living through a biological revolution. You see it on the balance sheets of the world’s largest pharmaceutical companies and you see it in the cultural zeitgeist.
ナラティブ更新 Apr 16

BANB: Future Upside Will Depend On Executing Profit Margin Assumptions

Narrative Update Bachem Holding's updated analyst price target now reflects a modest recalibration in assumptions, with recent CHF 5, CHF 80, and CHF 32 target increases cited by analysts who point to slightly higher profit margin expectations and a small adjustment to the assumed P/E multiple as key drivers. Analyst Commentary Recent research updates on Bachem Holding have leaned constructive, with bullish analysts adjusting their price targets upward and citing a mix of valuation and execution factors.
ナラティブ更新 Apr 02

BANB: Future Execution On Project Pipeline Will Support CHF 80 Upside Potential

Narrative Update Analyst price targets for Bachem Holding have shifted to a range of CHF 60 to CHF 80, with the upper end raised from CHF 75, as analysts reflect updated views on the company in their valuation work. Analyst Commentary Recent research updates on Bachem Holding point to a split in how analysts see the risk and reward around the stock, which feeds directly into the current CHF 60 to CHF 80 price target range.
ナラティブ更新 Mar 19

BANB: Future Execution On Growth Plans Will Support Higher CHF 80 Upside Potential

Analysts have nudged the consolidated price target for Bachem Holding to CHF 80, up CHF 5 from prior levels, citing updated assumptions for growth, profitability and a slightly lower P/E outlook that align with recent Street research moves. Analyst Commentary Street research on Bachem Holding has been mixed, with some analysts lifting price targets toward CHF 80 while others are more hesitant and keep targets closer to CHF 60.
ナラティブ更新 Mar 05

BANB: Future Execution On Pipeline Plans Will Support Higher Market Confidence

The updated analyst price target for Bachem Holding suggests a modest upward revision to fair value to CHF 78.66, with analysts citing slightly adjusted assumptions for the discount rate, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target as a signal that their assumptions for Bachem Holding’s future earnings and cash flows now support a fair value above the prior level, even after revisiting discount rate and P/E inputs.
ナラティブ更新 Feb 18

BANB: Future Pipeline Execution Will Drive Upside Versus Recent Cautious Views

Analysts have adjusted their fair value estimate for Bachem Holding to CHF 76.59, reflecting updated views on growth, profitability and valuation following recent price target revisions that include a CHF 32 increase from RBC Capital and a reduction to CHF 60 from Barclays. Analyst Commentary Recent research shows a split view on Bachem Holding, with some bullish analysts lifting targets and more cautious voices trimming expectations.
ナラティブ更新 Feb 04

BANB: Higher Fair Value Will Rely On Execution Of Existing Order Book

Analysts have raised their fair value estimate for Bachem Holding from CHF 100.00 to CHF 110.00, citing updated assumptions around revenue growth, profit margins and future P/E multiples that are in line with recent Street target changes, including the higher price target from RBC and the revised level from Barclays. Analyst Commentary Recent research updates around Bachem Holding give you a mixed but useful read on how the Street is thinking about valuation and execution.
ナラティブ更新 Jan 21

BANB: Building K Execution Risks Will Limit Future Share Upside

Analysts have nudged their price target on Bachem Holding slightly lower to about CHF 60 to CHF 75, reflecting updated assumptions around discount rates, revenue growth near 21.5% and an expected future P/E close to 18.9%. They are also weighing recent research that includes a reduced CHF 60 target alongside a CHF 75 target tied to the company’s Building K expansion plans.
ナラティブ更新 Jan 07

BANB: Building K Execution Risk Will Constrain Future Upside Potential

Analysts have trimmed their average price target on Bachem Holding to CHF 60 from CHF 75, citing updated assumptions for revenue growth, profit margins and future P/E multiples that reflect a more measured outlook, even as expansion projects remain in focus. Analyst Commentary Recent street research on Bachem highlights a mix of views, with some analysts seeing potential tied to expansion projects such as Building K, while others are recalibrating expectations and price targets to reflect what they view as a more balanced risk and reward profile.
ナラティブ更新 Dec 14

BANB Building K Expansion Will Define Future Upside And Execution Risk

Analysts have raised their price target for Bachem Holding from approximately CHF 58 to about CHF 75, citing increased confidence in revenue growth driven by the company's Building K expansion project, despite a slightly higher discount rate and modestly lower profit margin and valuation multiples. Analyst Commentary Recent research commentary highlights a more constructive stance on Bachem Holding, with the upgraded price target to CHF 75 framed around the growth potential from the Building K expansion project.
分析記事 Dec 01

At CHF51.85, Is Bachem Holding AG (VTX:BANB) Worth Looking At Closely?

While Bachem Holding AG ( VTX:BANB ) might not have the largest market cap around , it received a lot of attention from...
分析記事 Oct 25

Bachem Holding AG's (VTX:BANB) Price In Tune With Earnings

Bachem Holding AG's ( VTX:BANB ) price-to-earnings (or "P/E") ratio of 32x might make it look like a strong sell right...
ナラティブ更新 Sep 26

Building K Production Will Serve Peptide And Oligonucleotide Therapies

Bachem Holding's fair value has been revised downward, primarily reflecting slight declines in both its discount rate and future P/E ratio, with the consensus analyst price target decreasing from CHF77.88 to CHF74.70. What's in the News Maintained 2026 sales guidance of over CHF 1 billion and profitability above 30%.
分析記事 Sep 18

Bachem Holding (VTX:BANB) Ticks All The Boxes When It Comes To Earnings Growth

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
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新しいナラティブ Mar 02

Building K And 24-Hour Operations Will Improve Efficiency

Capacity expansion and 24/7 operations enhance production, reduce costs, and bolster revenue growth in response to rising demand for peptides and oligonucleotides.

業績と収益の成長予測

SWX:BANB - アナリストの将来予測と過去の財務データ ( )CHF 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
12/31/20281,377267-1013139
12/31/20271,166232-1552469
12/31/2026942183-2301649
6/30/2026709149-58290N/A
3/31/2026702149-58281N/A
12/31/2025695149-58272N/A
9/30/2025687141-95208N/A
6/30/2025678134-133144N/A
3/31/2025642127-136145N/A
12/31/2024605120-138146N/A
9/30/2024592117-96195N/A
6/30/2024578114-53244N/A
3/31/2024578113-36247N/A
12/31/2023577112-19250N/A
9/30/2023557105-40193N/A
6/30/202353799-62137N/A
3/31/2023534100-56115N/A
12/31/2022532101-5093N/A
9/30/202251599-4791N/A
6/30/202249998-4488N/A
3/31/2022501106-3293N/A
12/31/2021503115-1998N/A
9/30/20214841071107N/A
6/30/20214649821116N/A
3/31/20214338834116N/A
12/31/20204027846115N/A
9/30/20203797247103N/A
6/30/2020356674791N/A
3/31/202033560N/A78N/A
12/31/201931454N/A64N/A
9/30/201931052N/A60N/A
6/30/201930651N/A57N/A
3/31/201929449N/A41N/A
12/31/201828347N/A26N/A
9/30/201826845N/A24N/A
6/30/201825342N/A23N/A
3/31/201825742N/A30N/A
12/31/201726242N/A36N/A
9/30/201725241N/A36N/A
6/30/201724240N/A35N/A
3/31/201723941N/A38N/A
12/31/201623641N/A40N/A
9/30/201622939N/A46N/A
6/30/201622236N/A52N/A
3/31/201621634N/A57N/A
12/31/201520932N/A61N/A
9/30/201520331N/A59N/A

アナリストによる今後の成長予測

収入対貯蓄率: BANBの予測収益成長率 (年間17.6% ) は 貯蓄率 ( 0.6% ) を上回っています。

収益対市場: BANBの収益 ( 17.6% ) はSwiss市場 ( 12.2% ) 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: BANBの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: BANBの収益 ( 18.1% ) Swiss市場 ( 5.3% ) 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: BANBの収益 ( 18.1% ) 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: BANBの 自己資本利益率 は、3年後には低くなると予測されています ( 15.1 %)。


成長企業の発掘

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2026/08/21 06:29
終値2026/08/21 00:00
収益2026/06/30
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

この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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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

Bachem Holding AG 9 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。17

アナリスト機関
Charles PitmanBarclays
Estelle BétriseyBerenberg
Patrick LaagerBerenberg