Camurus AB (publ)

OM:CAMX 株式レポート

時価総額:SEK 31.4b

Camurus 将来の成長

Future 基準チェック /66

Camurus利益と収益がそれぞれ年間34.8%と27.5%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32.4% 35.1%なると予測されています。

主要情報

34.8%

収益成長率

35.14%

EPS成長率

Pharmaceuticals 収益成長36.7%
収益成長率27.5%
将来の株主資本利益率32.38%
アナリストカバレッジ

Good

最終更新日13 May 2026

今後の成長に関する最新情報

分析記事 May 15

Camurus AB (publ) Just Missed EPS By 29%: Here's What Analysts Think Will Happen Next

Camurus AB (publ) ( STO:CAMX ) missed earnings with its latest quarterly results, disappointing overly-optimistic...
分析記事 Nov 09

Here's What Analysts Are Forecasting For Camurus AB (publ) (STO:CAMX) Following Its Earnings Miss

Camurus AB (publ) ( STO:CAMX ) just released its latest quarterly report and things are not looking great. It looks...

Recent updates

分析記事 May 20

The Strong Earnings Posted By Camurus (STO:CAMX) Are A Good Indication Of The Strength Of The Business

Investors were underwhelmed by the solid earnings posted by Camurus AB (publ) ( STO:CAMX ) recently. Our analysis says...
分析記事 May 15

Camurus AB (publ) Just Missed EPS By 29%: Here's What Analysts Think Will Happen Next

Camurus AB (publ) ( STO:CAMX ) missed earnings with its latest quarterly results, disappointing overly-optimistic...
ナラティブの更新 Apr 29

CAMX: 2026 Guidance And Earnings Outlook Will Drive Future Upside Potential

Analysts have trimmed their price target on Camurus to SEK770 from SEK814, reflecting updated views on fair value, discount rate and the balance between higher projected revenue growth and more moderate profit margins, with only a small adjustment to expected future P/E. What's in the News Camurus issued earnings guidance for 2026, setting expected revenues in a range of SEK 2.6b to SEK 2.9b (Key Developments).
ナラティブの更新 Apr 14

CAMX: 2026 Earnings Guidance Will Support Further Share Price Upside

Analysts have maintained their SEK 930 price target on Camurus, supported by updated forecasts that reflect slightly higher revenue growth, a marginally stronger profit margin, and a modestly lower future P/E assumption. What's in the News Camurus issued earnings guidance for 2026, with expected revenues in a range of SEK 2.6b to SEK 2.9b.
ナラティブの更新 Mar 31

CAMX: FDA Review Of Resubmitted NDA Will Drive Future Upside

Analysts have trimmed their 12 month price target for Camurus from SEK 660 to SEK 610, citing updated assumptions that include revised revenue growth, profit margin and future P/E expectations. What's in the News Camurus issued earnings guidance for 2026, with expected revenues of SEK 2.6b to SEK 2.9b and an operating result of SEK 0.9b to SEK 1.2b, framed against internal 2025 expectations (Key Developments).
ナラティブの更新 Mar 17

CAMX: 2026 Guidance And US FDA Review Will Drive Future Upside

Analysts have kept their SEK 930 price target for Camurus unchanged, citing only minor adjustments in their assumptions for revenue growth, profit margin and future P/E as the main reasons for maintaining this level. What's in the News Camurus issued earnings guidance for 2026, with expected revenues of SEK 2.6b to SEK 2.9b and an operating result of SEK 0.9b to SEK 1.2b (Corporate guidance).
ナラティブの更新 Mar 03

CAMX: Upcoming US And EU Launches Will Drive Future Upside Potential

Analysts have reset their price target on Camurus to SEK 930 from SEK 1,102, reflecting updated views on slightly higher forecast revenue growth, a modestly lower projected profit margin and a reduced future P/E multiple. What's in the News Camurus issued earnings guidance for 2026, expecting revenues of SEK 2.6b to SEK 2.9b and an operating result of SEK 0.9b to SEK 1.2b (Corporate guidance).
分析記事 Feb 18

These Analysts Just Made A Sizeable Downgrade To Their Camurus AB (publ) (STO:CAMX) EPS Forecasts

One thing we could say about the analysts on Camurus AB (publ) ( STO:CAMX ) - they aren't optimistic, having just made...
ナラティブの更新 Feb 17

CAMX: FDA Review And New Partnership Will Drive Future Upside

Analysts have kept their SEK 660 price target for Camurus unchanged, with updated assumptions pointing to higher forecast revenue growth and a higher future P/E, alongside a lower projected profit margin. What's in the News Camurus issued earnings guidance for 2026, with expected revenues of SEK 2.6b to SEK 2.9b and an operating result of SEK 0.9b to SEK 1.2b, both framed relative to 2025 levels in the company communication (Corporate guidance).
ナラティブの更新 Feb 03

CAMX: Obesity Data And Resubmitted NDA Will Drive Future Upside Potential

Analysts have lifted their price target on Camurus from SEK 793.71 to SEK 814.17, citing updated assumptions around revenue growth, margin potential, and a lower future P/E multiple as key drivers of the change. What's in the News The U.S. FDA accepted Camurus' resubmitted New Drug Application for Oclaiz (CAM2029) for acromegaly treatment and set a PDUFA target action date of 10 June 2026, following an earlier Complete Response Letter related to a third party manufacturing facility (Key Developments).
ナラティブの更新 Jan 19

CAMX: Guidance Cut Will Be Offset By Pipeline Progress And New Partnership

Analysts have kept their price target for Camurus steady at SEK 660, citing updated assumptions around revenue growth, a profit margin of 72.87% and a future P/E of 12.70 as key inputs to their valuation work. What's in the News The U.S. FDA accepted Camurus' resubmitted New Drug Application for Oclaiz (CAM2029) for acromegaly, with a PDUFA target action date of 10 June 2026.
ナラティブの更新 Jan 05

CAMX: Revised Outlook Will Balance Guidance Cut With Pipeline And Partnership Progress

Analysts have trimmed their Camurus fair value estimate from SEK 690.00 to SEK 660.00, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News Camurus revised its 2025 earnings guidance, now expecting total revenue of SEK 2.3b to SEK 2.6b, compared with the previous range of SEK 2.7b to SEK 3.0b, while keeping profit before tax guidance at SEK 0.9b to SEK 1.2b (Key Developments).
ナラティブの更新 Dec 22

CAMX: Positive Obesity Data Will Drive Future Upside Potential

Narrative Update on Camurus Analysts have modestly raised their price target on Camurus to reflect a fair value of approximately SEK 794 per share, citing sustained strong revenue growth expectations and robust long term profit margins as key drivers of the upward revision. What's in the News Reported positive topline Phase 1b results for CAM2056, a monthly FluidCrystal semaglutide, showing dose dependent reductions in body weight, A1c, and fasting glucose that were comparable to or exceeded weekly semaglutide, with similar or better efficacy in a shorter treatment period (Key Developments).
ナラティブの更新 Dec 08

CAMX: Positive Obesity Data And New EU Launch Will Drive Upside

Analysts have modestly trimmed their price target on Camurus, lowering it by approximately SEK 7 to reflect slightly softer long term revenue growth and margin assumptions, partly offset by a higher expected future earnings multiple. What's in the News Positive topline Phase 1b data for monthly GLP 1 candidate CAM2056 showed dose dependent reductions in body weight, A1c, and fasting glucose that were comparable to or exceeded weekly semaglutide, with a favorable extended release profile suitable for monthly dosing (Key Developments) In the Phase 1b trial, CAM2056 10 mg achieved a mean weight loss of 9.3 percent at Day 85 versus 5.2 percent for weekly semaglutide, with statistically significant treatment difference, and similar weight reduction after 3 months as weekly semaglutide after 5 months (Key Developments) Camurus lowered its 2025 revenue guidance to SEK 2.3 billion to SEK 2.6 billion from SEK 2.7 billion to SEK 3.0 billion, while maintaining profit before tax guidance at SEK 0.9 billion to SEK 1.2 billion (Key Developments) Camurus launched Oczyesa, an octreotide subcutaneous depot for maintenance treatment of adults with acromegaly previously stabilized on somatostatin analogs, in Germany as the first EU market (Key Developments) Valuation Changes Fair Value: Trimmed slightly from SEK 800.86 to SEK 793.71, reflecting a modest downward revision in intrinsic value estimates.
分析記事 Dec 08

Camurus AB (publ)'s (STO:CAMX) Intrinsic Value Is Potentially 69% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Camurus fair value estimate is kr1,022 Camurus is estimated to...
ナラティブの更新 Nov 24

CAMX: New European Launch And Regulatory Progress Will Drive Future Upside

Camurus's analyst price target has been slightly revised downward from SEK 801.17 to SEK 800.86. This change reflects updated assessments on growth and profitability expectations according to analysts.
分析記事 Nov 19

Analysts Have Just Cut Their Camurus AB (publ) (STO:CAMX) Revenue Estimates By 11%

Market forces rained on the parade of Camurus AB (publ) ( STO:CAMX ) shareholders today, when the analysts downgraded...
分析記事 Nov 09

Here's What Analysts Are Forecasting For Camurus AB (publ) (STO:CAMX) Following Its Earnings Miss

Camurus AB (publ) ( STO:CAMX ) just released its latest quarterly report and things are not looking great. It looks...
ナラティブの更新 Nov 07

CAMX: European Market Launch And Regulatory Wins Will Drive Profitability Higher

Analysts have lowered their price target for Camurus from SEK 832.17 to SEK 801.17. They cite modestly higher discount rates and slower projected revenue growth, although the updated outlook includes improved profit margins.
分析記事 Oct 19

If EPS Growth Is Important To You, Camurus (STO:CAMX) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
ナラティブの更新 Sep 04

Global Expansion And Regulatory Approvals Will Transform Healthcare Delivery

With key metrics such as future P/E (16.49x) and net profit margin (54.67%) remaining stable, Camurus’s fair value assessment is unchanged, with the consensus analyst price target holding steady at SEK832.17. What's in the News Camurus received UK MHRA marketing authorization for Oczyesa® (octreotide subcutaneous depot) for maintenance treatment of adult acromegaly patients, following comprehensive clinical studies including two Phase 3 trials.
分析記事 Jun 10

Should You Be Adding Camurus (STO:CAMX) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 May 23

There May Be Underlying Issues With The Quality Of Camurus' (STO:CAMX) Earnings

Last week's profit announcement from Camurus AB (publ) ( STO:CAMX ) was underwhelming for investors, despite headline...
分析記事 May 08

There's No Escaping Camurus AB (publ)'s (STO:CAMX) Muted Revenues Despite A 27% Share Price Rise

Camurus AB (publ) ( STO:CAMX ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
分析記事 Mar 09

Camurus AB (publ)'s (STO:CAMX) Popularity With Investors Is Under Threat From Overpricing

There wouldn't be many who think Camurus AB (publ)'s ( STO:CAMX ) price-to-sales (or "P/S") ratio of 19.2x is worth a...
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新しいナラティブ Dec 30

Buvidal And Brixadi Expansion To Fuel Revenue Growth And Boost Profit Margins

Strong R&D pipeline and successful regulatory progress signal future revenue growth from new treatments entering various markets.
分析記事 Dec 07

Camurus AB (publ)'s (STO:CAMX) P/S Is On The Mark

You may think that with a price-to-sales (or "P/S") ratio of 19x Camurus AB (publ) ( STO:CAMX ) is a stock to...
分析記事 Nov 15

Investors Can Find Comfort In Camurus' (STO:CAMX) Earnings Quality

The market for Camurus AB (publ)'s ( STO:CAMX ) shares didn't move much after it posted weak earnings recently. We...
分析記事 Nov 10

Camurus AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Investors in Camurus AB (publ) ( STO:CAMX ) had a good week, as its shares rose 2.5% to close at kr615 following the...
分析記事 Aug 09

What Camurus AB (publ)'s (STO:CAMX) P/S Is Not Telling You

Camurus AB (publ)'s ( STO:CAMX ) price-to-sales (or "P/S") ratio of 24.3x might make it look like a sell right now...
分析記事 Jul 19

Earnings Miss: Camurus AB (publ) Missed EPS By 11% And Analysts Are Revising Their Forecasts

Last week, you might have seen that Camurus AB (publ) ( STO:CAMX ) released its second-quarter result to the market...
分析記事 Jul 12

We Ran A Stock Scan For Earnings Growth And Camurus (STO:CAMX) Passed With Ease

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 May 02

Camurus AB (publ)'s (STO:CAMX) CEO Will Probably Have Their Compensation Approved By Shareholders

Key Insights Camurus to hold its Annual General Meeting on 8th of May CEO Fredrik Tiberg's total compensation includes...
分析記事 Apr 19

Investors Appear Satisfied With Camurus AB (publ)'s (STO:CAMX) Prospects

There wouldn't be many who think Camurus AB (publ)'s ( STO:CAMX ) price-to-sales (or "P/S") ratio of 15.9x is worth a...
分析記事 Feb 22

Camurus' (STO:CAMX) Strong Earnings Are Of Good Quality

Camurus AB (publ)'s ( STO:CAMX ) earnings announcement last week was disappointing for investors, despite the decent...

業績と収益の成長予測

OM:CAMX - アナリストの将来予測と過去の財務データ ( )SEK 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
12/31/20286,2222,8932,3762,3508
12/31/20274,1961,6991,2881,3898
12/31/20262,8238886588528
3/31/20262,240682810954N/A
12/31/20252,265736731869N/A
9/30/20252,354782605717N/A
6/30/20252,267718619706N/A
3/31/20252,036548367429N/A
12/31/20241,868428359388N/A
9/30/20241,689266303315N/A
6/30/20241,593223643651N/A
3/31/20241,823450609619N/A
12/31/20231,717431597607N/A
9/30/20231,610460614622N/A
6/30/20231,468408191190N/A
3/31/20231,020115138133N/A
12/31/202295656107101N/A
9/30/2022871282118N/A
6/30/2022784-13-44-39N/A
3/31/2022695-69-96-90N/A
12/31/2021601-90-148-143N/A
9/30/2021523-142-182-179N/A
6/30/2021470-156-212-209N/A
3/31/2021413-128-237-234N/A
12/31/2020336-167-242-239N/A
9/30/2020265-174-283-270N/A
6/30/2020205-216-339-324N/A
3/31/2020136-284-401-380N/A
12/31/2019106-290N/A-404N/A
9/30/201978-305N/A-381N/A
6/30/201958-286N/A-367N/A
3/31/201953-266N/A-317N/A
12/31/201849-235N/A-274N/A
9/30/201847-200N/A-249N/A
6/30/201840-208N/A-218N/A
3/31/201852-187N/A-207N/A
12/31/201754-191N/A-203N/A
9/30/201786-166N/A-156N/A
6/30/2017104-127N/A-142N/A
3/31/2017111-102N/A-107N/A
12/31/2016114-81N/A-208N/A
9/30/2016113-85N/A-161N/A
6/30/2016120-95N/A-155N/A
3/31/2016116-189N/A-109N/A
12/31/2015155-160N/A-6N/A
9/30/2015263-53N/A101N/A

アナリストによる今後の成長予測

収入対貯蓄率: CAMXの予測収益成長率 (年間34.8% ) は 貯蓄率 ( 2% ) を上回っています。

収益対市場: CAMXの収益 ( 34.8% ) はSwedish市場 ( 8.7% ) 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: CAMX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: CAMXの収益 ( 27.5% ) Swedish市場 ( 0.04% ) 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: CAMXの収益 ( 27.5% ) 20%よりも速いペースで成長すると予測されています。


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: CAMX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 ( 32.4 %)


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2026/05/25 16:23
終値2026/05/22 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

Camurus AB (publ) 8 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。10

アナリスト機関
Kristofer Liljeberg-SvenssonCarnegie Investment Bank AB
Gonzalo Artiach CastanonDanske Bank
Kristofer Liljeberg-SvenssonDNB Carnegie