AbCellera Biologics Inc.

NasdaqGS:ABCL 株式レポート

時価総額：US$1.4b

AbCellera Biologics 将来の成長

Future 基準チェック /16

AbCellera Biologicsの収益は年間10.9%で減少すると予測されていますが、年間収益は年間16%で増加すると予想されています。EPS は年間7.1%で減少すると予想されています。

主要情報

-10.9%

収益成長率

-7.15%

EPS成長率

Life Sciences 収益成長17.6%
収益成長率16.0%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日20 May 2026

今後の成長に関する最新情報

分析記事 • May 14

Earnings Update: Here's Why Analysts Just Lifted Their AbCellera Biologics Inc. (NASDAQ:ABCL) Price Target To US$10.14

AbCellera Biologics Inc. ( NASDAQ:ABCL ) investors will be delighted, with the company turning in some strong numbers...

Recent updates

分析記事 • May 14

Earnings Update: Here's Why Analysts Just Lifted Their AbCellera Biologics Inc. (NASDAQ:ABCL) Price Target To US$10.14

AbCellera Biologics Inc. ( NASDAQ:ABCL ) investors will be delighted, with the company turning in some strong numbers...
ナラティブの更新 • May 06

ABCL: Platform And Partnerships Will Support Future Upside From GPCR Pipeline Progress

The analyst price target for AbCellera Biologics has shifted to $7.00, with analysts pointing to updated assumptions around the discount rate, revenue growth, profit margins, and a very large future P/E multiple. This view is supported by recent bullish Street coverage that frames the company as increasingly attractive relative to certain peers.
ナラティブの更新 • Apr 20

ABCL: Platform And Partnerships Will Support Future Upside Potential

Analysts have adjusted their price target on AbCellera Biologics to $7.00. The change reflects updated assumptions around revenue trends, profit margins, discount rates, and future P/E, supported by recent research that takes a bullish view on the stock.
ナラティブの更新 • Apr 06

ABCL: Menopause Phase 2 Progress Will Support Future Upside Potential

Analysts maintained their $7.00 price target for AbCellera Biologics, citing only very small adjustments to assumptions around discount rate, revenue trends, profit margin, and future P/E as the basis for keeping their overall valuation view steady. What's in the News AbCellera Biologics has started dosing patients in the Phase 2 portion of its ongoing Phase 1/2 clinical trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause (Key Developments).
Seeking Alpha • Mar 26

AbCellera: Dart-Board Approach Reflects Trading Premium (Upgrade)

Summary AbCellera has shifted to a clinical-stage company with two molecules in trials. Increasing cash burn eats into the existing $700M liquidity pool that has been a boon to investors. Canadian government backing could prove vital as the pipeline expands and more research facilities are needed. Antibody treatments are targeting large markets, which may offset execution risk in unproven antibody pipeline. Read the full article on Seeking Alpha
ナラティブの更新 • Mar 22

ABCL: Menopause Trial Progress Will Drive Future Share Price Upside

Analysts have trimmed their price targets on AbCellera Biologics to $7.00, citing updated assumptions for revenue growth, profit margins and a higher future P/E multiple that together point to a more cautious outlook on how quickly the business may scale. What's in the News First patients have been dosed in the Phase 2 portion of AbCellera's ongoing Phase 1/2 clinical trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause (Key Developments).
ナラティブの更新 • Mar 08

ABCL: Patent Settlement And Menopause Trial Will Support A Stronger Outlook

Analysts have lowered their price target on AbCellera Biologics from $15.88 to $12.00, reflecting updated views on fair value, revenue growth expectations, and future P/E assumptions. What's in the News The first patients have been dosed in the Phase 2 portion of AbCellera's ongoing Phase 1/2 clinical trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause (Key Developments).
ナラティブの更新 • Feb 22

ABCL: Menopause Phase 2 Progress And Bruker Settlement Will Support Future Margins

Analysts have maintained their $9.83 price target on AbCellera Biologics, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E, which they view as collectively balanced at this stage. What's in the News AbCellera began dosing patients in the Phase 2 portion of its ongoing Phase 1/2 trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause.
ナラティブの更新 • Feb 08

ABCL: Clinical Progress And Royalty Deal Will Drive Future Share Price Upside

Analysts have reduced their price target on AbCellera Biologics, citing updated assumptions that incorporate higher expected revenue growth and profit margins, partially offset by a lower projected future P/E multiple. What's in the News First patients have been dosed in the Phase 2 portion of AbCellera's ongoing Phase 1/2 clinical trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause.
ナラティブの更新 • Jan 24

ABCL: Phase 2 Menopause Trial Progress Will Support Future Profit Margins

Analysts have trimmed their price target on AbCellera Biologics to US$9.83, reflecting slightly lower discount rate assumptions, a modestly higher long term profit margin outlook, and a small adjustment to future P/E expectations. What's in the News First patients have been dosed in the Phase 2 portion of AbCellera's ongoing Phase 1/2 clinical trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause.
ナラティブの更新 • Jan 08

ABCL: Patent Settlement Cash Flows Will Support A Stronger Future Outlook

Analysts have trimmed their implied fair value estimate for AbCellera Biologics from about US$17.00 to roughly US$15.88, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News AbCellera reached a global settlement and patent license agreement with Bruker Corporation, resolving ongoing patent litigation between the two companies (Key Developments).
ナラティブの更新 • Dec 14

ABCL: Higher Future Earnings Multiple Will Drive Strong Share Price Upside

Analysts have raised their price target on AbCellera Biologics by approximately 40 percent to reflect a higher fair value estimate of around 7 dollars per share. They cite expectations for modestly slower revenue growth, offset by improved profit margins and a richer future earnings multiple.
ナラティブの更新 • Nov 29

ABCL: Upcoming Clinical Trial Results Will Drive Future Profit Margins Higher

Analysts have adjusted their price target for AbCellera Biologics slightly downward from $10.20 to $9.83 per share. This change reflects more conservative expectations around future revenue growth and profit margins.
ナラティブの更新 • Nov 15

ABCL: Upcoming Clinical Trial Results Are Expected To Drive Profit Margins Higher

Analysts have raised their price target for AbCellera Biologics from $9.33 to $10.20 per share, citing improved profit margin forecasts even though revenue growth expectations have slightly moderated. What's in the News AbCellera Biologics has begun dosing the first participants in a Phase 1 clinical trial for ABCL575, an investigational antibody therapy aimed at treating moderate to severe atopic dermatitis with potential applications in other inflammatory and autoimmune conditions (Key Developments).
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新しいナラティブ • May 18

Phase I Trials And Manufacturing Will Unlock Pipeline Potential

Transition to a clinical-stage biotech and internal programs could drive revenue through milestone fees and royalty payments from new molecules.
分析記事 • May 15

Some Analysts Just Cut Their AbCellera Biologics Inc. (NASDAQ:ABCL) Estimates

The latest analyst coverage could presage a bad day for AbCellera Biologics Inc. ( NASDAQ:ABCL ), with the analysts...
Seeking Alpha • Apr 17

AbCellera: Attractively Priced But A Catalyst Is Needed

Summary AbCellera's stock remains under pressure due to a shift towards internal development, which has reduced revenue and increased cash burn. AbCellera retains a large cash position, though, giving it a multi-year runway in which to demonstrate the merits of its platform. AbCellera's low enterprise value suggests that investors are either skeptical of the company's platform or ignoring its cash position. A more favorable macro environment and clinical success will likely be needed before AbCellera's stock moves meaningfully higher. Read the full article on Seeking Alpha
Seeking Alpha • Mar 15

AbCellera: Burning Cash, Searching For 'Blockbusters'

Summary AbCellera's revenues plummeted post-COVID antiviral sales, leading to a significant net loss and an 85% drop in share price, now at ~$2.5. The company is pivoting to develop its own drug pipeline, with ABCL635 and ABCL575 in late-preclinical stages, targeting metabolic and inflammatory conditions. Financially, AbCellera has ~$840 million in liquidity, but its market cap is lower than its cash reserves, reflecting skepticism about its assets. The company's future hinges on successfully developing a blockbuster drug, with key catalysts not expected until 2026, making its current valuation a gamble. Read the full article on Seeking Alpha
Seeking Alpha • Dec 23

AbCellera Biologics: Still A Concept Stock

Summary Today, we revisit a somewhat unique developmental company called AbCellera Biologics Inc. The company is moving towards focusing more on its wholly owned candidates off its platform rather than partnerships. The company has myriad very early-stage assets in development, and ABCL stock trades near the net cash on its balance sheet. An updated analysis around AbCellera Biologics follows in the paragraphs below. Read the full article on Seeking Alpha
分析記事 • Nov 07

AbCellera Biologics Inc. (NASDAQ:ABCL) Just Reported And Analysts Have Been Cutting Their Estimates

It's shaping up to be a tough period for AbCellera Biologics Inc. ( NASDAQ:ABCL ), which a week ago released some...
Seeking Alpha • Oct 14

AbCellera: A Platform To Pipeline Transition

Summary AbCellera is shifting its focus from a platform biotech company to its internal drug pipeline. The company's lead asset, ABCL575, comes with a variety of risks, but in our opinion, has a value of a little over $1B and is derisked based on comparable therapeutics. AbCellera is on track to submit ABCL575 for clinical trials in Q22025, helping the market reset its valuation on the company closer to the value of the lead asset. Read the full article on Seeking Alpha
Seeking Alpha • Aug 23

AbCellera: A Waiting Game With High Uncertainty

Summary AbCellera’s Q2 2024 revenue declined by 27% year-over-year to $7.3 million. The company’s net loss widened to $36.9 million due to increased R&D expenses. AbCellera’s cash and marketable securities totaled $697.6 million, with total liquidity exceeding $900 million. The number of molecules in clinical trials increased from nine to 14 within a year. A "hold" recommendation is maintained due to the speculative and high-risk nature of AbCellera’s business. Read the full article on Seeking Alpha
分析記事 • May 29

Companies Like AbCellera Biologics (NASDAQ:ABCL) Are In A Position To Invest In Growth

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Seeking Alpha • May 16

AbCellera: Cash Providing Shelter From Market Weakness

Summary AbCellera Biologics is a drug discovery company focused on developing antibody therapies. While the company has developed a technology platform that is open to customers, the current market environment has accelerated its shift towards advancing internal programs. This move should allow the company to capture more value in the long run, but it is depressing revenue and increasing cash burn at the moment. AbCellera's large cash balance will safely see it through this current period, but financial conditions will likely need to ease for the stock to rebound. Read the full article on Seeking Alpha
Seeking Alpha • Feb 28

AbCellera: Victim Of Its Own Success

Summary AbCellera Biologics has faced declining royalty revenues, along with decreased demand for R&D services due to the current financing environment. As a result, AbCellera is shifting focus towards advancing internal programs and partner programs with more potential downstream value. The combination of declining revenue and rising costs is pressuring the stock, even as the underlying business appears to be steadily progressing. This situation appears to have been exacerbated by the company's success during the pandemic leading to over-inflated investor expectations, and subsequently, disappointment. Read the full article on Seeking Alpha
Seeking Alpha • Feb 13

AbCellera Biologics: Continuing To Expand Partnerships

Summary AbCellera Biologics Inc. saw a significant decline in revenue due to the end of the COVID-19 pandemic, but has a large cash hoard and continues to expand partnerships. Analyst firms continue to Buy/Outperform ratings on the stock, but the company's partner pipeline is primarily very early-stage candidates. An updated analysis around AbCellera Biologics follows in the paragraphs below. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:ABCL - 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
12/31/202840-290-236-1805
12/31/202734-248-219-1678
12/31/202631-204-213-1378
3/31/202679-144-189-153N/A
12/31/202575-146-174-131N/A
9/30/202535-172-153-105N/A
6/30/202533-166-139-81N/A
3/31/202523-168-143-78N/A
12/31/202429-163-187-109N/A
9/30/202433-176-198-120N/A
6/30/202433-153-171-91N/A
3/31/202436-147-128-42N/A
12/31/202338-146-121-44N/A
9/30/202350-129-687N/A
6/30/2023145-74-189-120N/A
3/31/2023181-5060133N/A
12/31/2022485159205277N/A
9/30/2022603248160230N/A
6/30/2022507200287351N/A
3/31/2022489205166235N/A
12/31/2021375153186245N/A
9/30/2021444177212263N/A
6/30/2021448197219265N/A
3/31/2021431203120133N/A
12/31/202023385823N/A
9/30/2020280822N/A
6/30/20202321525N/A
3/31/202014-3-70N/A
12/31/201912-2N/A3N/A
12/31/201890N/A4N/A

アナリストによる今後の成長予測

収入対貯蓄率: ABCL今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: ABCL今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: ABCL今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: ABCLの収益 ( 16% ) US市場 ( 11.7% ) 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: ABCLの収益 ( 16% ) 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: ABCLの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

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2026/05/21 10:03
終値2026/05/21 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。

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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

AbCellera Biologics Inc. 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。16

アナリスト機関
Robert WassermanBenchmark Company
Guyn KimBMO Capital Markets Equity Research
Evan SeigermanBMO Capital Markets Equity Research