Alkermes plc

NasdaqGS:ALKS 株式レポート

時価総額：US$6.4b

Alkermes 将来の成長

Future 基準チェック /36

Alkermes利益と収益がそれぞれ年間41.1%と9.9%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11.2% 40.2%なると予測されています。

主要情報

41.1%

収益成長率

40.17%

EPS成長率

Biotechs 収益成長25.3%
収益成長率9.9%
将来の株主資本利益率11.18%
アナリストカバレッジ

Good

最終更新日12 May 2026

今後の成長に関する最新情報

分析記事 • Oct 31

Alkermes plc Just Recorded A 62% EPS Beat: Here's What Analysts Are Forecasting Next

As you might know, Alkermes plc ( NASDAQ:ALKS ) just kicked off its latest third-quarter results with some very strong...

Recent updates

分析記事 • May 12

Alkermes' (NASDAQ:ALKS) Conservative Accounting Might Explain Soft Earnings

Soft earnings didn't appear to concern Alkermes plc's ( NASDAQ:ALKS ) shareholders over the last week. We did some...
ナラティブの更新 • May 01

ALKS: Sleep And Narcolepsy Franchise Will Drive Future Upside Potential

Analysts have nudged Alkermes' fair value estimate slightly higher to about $57.33, reflecting updated assumptions for revenue growth, stronger margins and a lower future P/E that are echoed in recent price target revisions and commentary around the company's sleep and narcolepsy franchises. Analyst Commentary Recent research on Alkermes points to a mixed but generally constructive backdrop, with several bullish analysts emphasizing the potential of the sleep and narcolepsy portfolio and its impact on valuation assumptions.
ナラティブの更新 • Apr 16

ALKS: Sleep Franchise And Orexin Program Will Shape Future Upside Potential

Narrative Update: Alkermes Analyst Price Target Shift The updated analyst price target for Alkermes moves modestly higher by about $0.53, as analysts factor in revised assumptions around revenue growth, profit margins, and a higher future P/E, tied in part to the evolving sleep and narcolepsy franchise following recent research updates. Analyst Commentary Recent research on Alkermes reflects a mix of optimism around the sleep and narcolepsy portfolio and caution on execution, pricing assumptions, and the performance of legacy products.
ナラティブの更新 • Apr 01

ALKS: Sleep Franchise And Orexin Pipeline Will Drive Future Upside

Analysts made a small upward adjustment in the price target for Alkermes to about $43.71, supported by refreshed models around the company's emerging sleep and narcolepsy franchise, recent M&A activity in the biotech space, and updated views on future P/E multiples and profitability. Analyst Commentary Recent Street research on Alkermes circles around how the emerging sleep and narcolepsy franchise, the Avadel acquisition, and updated pricing assumptions could feed into growth expectations, while also flagging execution and valuation risks.
ナラティブの更新 • Mar 18

ALKS: Sleep Franchise And Orexin Breakthrough Will Drive Future Upside Potential

Narrative Update The updated analyst price target for Alkermes moves to $31.30 from $30.00, as analysts factor in revised revenue growth assumptions tied to the expanding sleep and narcolepsy franchise and the completed Avadel acquisition, along with adjusted views on profit margins and future P/E. Analyst Commentary Recent Street research on Alkermes presents a mixed picture, with analysts weighing the potential of the sleep and narcolepsy franchise against execution and valuation questions.
ナラティブの更新 • Mar 04

ALKS: Emerging Sleep Franchise And Orexin Program Will Drive Future Upside

Narrative Update on Alkermes The updated analyst price target for Alkermes edges down from $43.75 to about $43.65, as analysts balance slightly higher modeled revenue growth with lower profit margin assumptions and a higher future P/E tied to the growing sleep and narcolepsy franchise, including Lumryz and the orexin program. Analyst Commentary Recent Street research on Alkermes presents a mixed picture, with some analysts leaning constructive on the emerging sleep and narcolepsy portfolio and others more restrained on valuation and execution risk.
ナラティブの更新 • Feb 18

ALKS: Improved CVR Offer Terms Will Support Future Sleep Disorder Leadership

Analysts have slightly lowered their price target on Alkermes to $43.75 from $43.81, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E after reviewing the company's revised offer terms highlighted in recent Street research. Analyst Commentary Recent Street research around Alkermes is centered on the revised offer terms, especially the contingent value right, or CVR, structure that sits alongside the upfront consideration.
ナラティブの更新 • Feb 04

ALKS: Avadel Bid And Orexin Breakthrough Status Will Support Future Sleep Leadership

Analysts kept their Alkermes fair value estimate steady at about $43.81 per share while nudging up projected revenue growth and future P/E assumptions and trimming profit margin expectations, reflecting mixed reactions to the latest narcolepsy data and the evolving Avadel bid. Analyst Commentary Street research around Alkermes focuses on the mixed narcolepsy data, the competitive orexin pipeline, and the evolving Avadel bid, with investors weighing both upside optionality and execution risks.
ナラティブの更新 • Jan 20

ALKS: Avadel Sleep Deal And Orexin Breakthrough Designation Will Drive Upside

Analysts have trimmed their Alkermes price target by a small amount to reflect a slightly higher discount rate and somewhat lower expected profit margin, while still factoring in stronger modeled revenue growth and updated views on the Avadel acquisition and alixorexton sleep pipeline data. Analyst Commentary Bullish analysts are generally framing the recent updates around Alkermes as a mixed but constructive setup, with the Avadel acquisition and alixorexton data keeping the stock firmly on institutional radar.
Seeking Alpha • Jan 09

Alkermes: Avadel Deal And Vibrance-2 Unlock Upside

Summary Alkermes is transforming into a fully integrated biopharma, leveraging Vibrance-2 results and the Avadel acquisition for competitive advantage in sleep medicine. ALKS’s robust legacy portfolio funds rapid R&D expansion, with Lybalvi sales up 32% and strong gross-to-net dynamics supporting operational profitability. Alixorexton’s Phase 2 success in both narcolepsy types and idiopathic hypersomnia, plus a clean safety profile, significantly de-risk the clinical pipeline. The Avadel deal provides immediate revenue, a seasoned sales force, and reduces commercial launch risk for alixorexton, despite integration and financial risks. Read the full article on Seeking Alpha
ナラティブの更新 • Jan 06

ALKS: Sleep Franchise Acquisition Will Drive Future Orexin Class Leadership

Analysts have trimmed their Alkermes fair value estimate by about $0.06 per share to $43.81 as they weigh mixed alixorexton data against generally positive views on the Avadel acquisition and Alkermes' role in the emerging orexin class. Analyst Commentary Street research around Alkermes and its sleep portfolio is split between enthusiasm for the Avadel acquisition and orexin opportunity, and caution around alixorexton data quality and competitive pressures.
ナラティブの更新 • Dec 20

ALKS: Avadel Deal And Sleep Franchise Are Poised To Drive Upside

The analyst price target for Alkermes has been raised by about $4 to approximately $57 per share, as analysts factor in stronger expected revenue growth and profit margins supported by the strategic Avadel acquisition and resilient alixorexton sleep-disorder franchise prospects. Analyst Commentary Bullish analysts emphasize that the Avadel transaction, combined with a clearer outlook for alixorexton in narcolepsy and hypersomnia, materially improves Alkermes' growth, margin, and capital allocation story.
ナラティブの更新 • Dec 06

ALKS: Sleep Medicine Acquisition Will Drive Future Orexin Opportunity Upside

Analysts modestly lift their price target on Alkermes, reflecting confidence that the strategically priced Avadel acquisition, solid narcolepsy data and an underappreciated orexin class opportunity can drive upside, despite only incremental changes to long term growth and profitability assumptions. Analyst Commentary Street views on Alkermes remain mixed, with a generally constructive stance on long term positioning in sleep medicine and orexin agonists, tempered by questions around differentiation, safety profile and competitive intensity.
ナラティブの更新 • Nov 21

ALKS: Sleep Medicine Acquisition Will Drive Momentum After Narcolepsy Study Results

Analysts have slightly reduced their price target for Alkermes to $43.88 from $44, reflecting tempered revenue growth assumptions and competitive data from recent narcolepsy studies. Analyst Commentary Analyst sentiment regarding Alkermes remains divided following the latest developments in its narcolepsy franchise and pending acquisition of Avadel Pharmaceuticals.
ナラティブの更新 • Nov 06

ALKS: Clinical Progress In Narcolepsy Will Drive Share Momentum This Fall

Analysts have raised their fair value estimate for Alkermes from $42.53 to $44.00 per share. They cite stronger revenue growth forecasts and recent clinical and strategic updates, which improve the company's near- and mid-term outlook.
分析記事 • Oct 31

Alkermes plc Just Recorded A 62% EPS Beat: Here's What Analysts Are Forecasting Next

As you might know, Alkermes plc ( NASDAQ:ALKS ) just kicked off its latest third-quarter results with some very strong...
ナラティブの更新 • Oct 22

Analyst Commentary Highlights Growth Prospects and Risks Following Alkermes Acquisition and Updated Valuation

Alkermes' analyst price target was raised approximately $0.95 to $42.53 per share, as analysts point to improved profit margin outlook and the anticipated benefits from its Avadel Pharmaceuticals acquisition. These factors are expected to support both near- and mid-term growth.
分析記事 • May 31

Is There An Opportunity With Alkermes plc's (NASDAQ:ALKS) 48% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Alkermes fair value estimate is US$59.40 Current share price...
Seeking Alpha • Feb 25

Alkermes' Neuroscience Pivot: ALKS 2680 Set To Revolutionize Narcolepsy Treatment

Summary Recently, Alkermes refocused on neuroscience, and now it’s dealing with stabilizing revenues from core products like Lybalvi, Vivitrol, Aristada, and Vumerity. However, the main growth driver going forward will be ALKS 2680. This is a once-daily oral OX2R agonist for narcolepsy treatment. ALKS is also now debt‑free with strong cash reserves and positive cash flow. So, it should be able to self fund its new bet on ALKS 2680. Their key Phase 2 trials are currently with Vibrance‑1 and Vibrance‑2, which could give us a clearer picture of ALKS 2680’s true potential. I accept ALKS trades at a slight premium relative to its peers, but it has robust financials and great cash flow to bet on ALKS 2680. So, I reiterate my “Buy” on ALKS stock. Read the full article on Seeking Alpha
Seeking Alpha • Nov 24

Alkermes: Products Sales, ALKS 2680 Can Still Drive Long-Term Growth

Summary Alkermes has shifted from royalty-based revenues to proprietary product sales, driven by strong growth in Lybalvi, Vivitrol, and Aristada. ALKS 2680, a Phase 2 orexin-2 receptor agonist for narcolepsy and hypersomnia, represents a transformative opportunity in a $7.3 billion market by 2032. With $908.9 million in liquidity and a positive cash flow of $73.3 million in Q3, Alkermes can effectively fund R&D and operations. Risks include potential clinical trial failures for ALKS 2680 and competitive pressures in the CNS market, but long-term prospects remain favorable. Despite trading near fair value, ALKS's robust financials and positive cash flow support its R&D and potential future growth, making it a viable "buy on dips" stock. Read the full article on Seeking Alpha
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新しいナラティブ • Aug 31

Robust Product Demand And Critical Innovations Set To Propel Growth, Amid Analysts' Concerns And Revenue Diversification Challenges

Proprietary products and strategic sales like the Athlone facility sale signal robust revenue growth and operational efficiency, showing promise for future earnings.
Seeking Alpha • Jul 28

Alkermes: Fairly Valued After Post-Earnings Bump

Summary Today, we take a look at Alkermes plc, a mid-cap biopharma company headquartered in Dublin, Ireland. The company has several products on the market and the stock has moved up 15% in the past two weeks, thanks to sector rotation and solid Q2 results. Management has done a solid job in recent quarters streamlining the company, and Alkermes also has a significant stock buyback program. The shares still trade under 11 times forward earnings.  Still more upside ahead?  An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • May 17

The Bottom Fishing Club: Alkermes Has Great Value And Safety

Summary Alkermes is positioned for outperformance in the pharmaceutical sector due to its conservative cash-heavy balance sheet and high-margin business model. The company focuses on therapies for alcohol dependence, opioid dependence, schizophrenia, bipolar I disorder, and neurological disorders like narcolepsy. Alkermes has a very low valuation compared to peers in the pharmaceutical industry, making it an interesting pick to add defensive characteristics to your portfolio. Read the full article on Seeking Alpha
Seeking Alpha • Apr 09

Alkermes: Waking Up Narcolepsy Treatment With Promising Trial Data

Summary Alkermes reports positive Phase 1 results for ALKS-2680 in narcolepsy and idiopathic hypersomnia, with significant efficacy and manageable side effects. The company plans to proceed with a Phase 2 study for ALKS-2680 in Narcolepsy Type 2 later this year. Q4 earnings show robust revenue growth, led by Lybalvi, which significantly outpaced other products with 61% year-over-year growth. Financially healthy, Alkermes has a strong balance sheet, positive cash flow, and anticipates growth in revenue and net income for 2024. I am maintaining my "Buy" rating based on Q4 earnings, ALKS-2680's potential in a growing narcolepsy market, despite risks from generic competition and market sentiment. Read the full article on Seeking Alpha
Seeking Alpha • Jan 26

Alkermes: Slimmed-Down Pharma Not A Compelling Growth Story Yet

Summary Alkermes plc, a neuroscience company, has undergone restructuring and simplification, including spinning out its oncology business and selling its manufacturing facility. Despite a turbulent year, Alkermes' stock price remains relatively stable, but the company has not recorded a net profit in recent years. Alkermes' product portfolio includes Vivitrol, Aristada, and Lybalvi, with positive revenue growth, but the company will need to diversify to offset declining sales of Vivitrol. A narcolepsy drug candidate intrigues, given its "blockbuster" revenue potential, although Avadel Pharma's recent approval for Lumryz clouds the outlook. All things considered, while Alkermes has solved some major problems in 2023, I would assign the company a "Hold" recommendation in 2024 due to a lack of compelling growth catalysts. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:ALKS - 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
12/31/20282,07523469441013
12/31/20271,88611947429917
12/31/20261,811-653524117
3/31/20261,562153222256N/A
12/31/20251,476242480521N/A
9/30/20251,521338491541N/A
6/30/20251,505348480521N/A
3/31/20251,514356482517N/A
12/31/20241,558372406439N/A
9/30/20241,505387315356N/A
6/30/20241,508386327374N/A
3/31/20241,726570394444N/A
12/31/20231,663519353401N/A
9/30/20231,591455254295N/A
6/30/20231,462300159196N/A
3/31/20231,121-9-59-22N/A
12/31/20221,112-33-1721N/A
9/30/20221,132-1291451N/A
6/30/20221,173-94102133N/A
3/31/20221,201-62140169N/A
12/31/20211,1747673102N/A
9/30/20211,129-92112138N/A
6/30/20211,100-6388115N/A
3/31/20211,044-954878N/A
12/31/20201,039-1114183N/A
9/30/20201,171-74-1158N/A
6/30/20201,162-126-5328N/A
3/31/20201,194-139-7810N/A
12/31/20191,171-197N/A72N/A
9/30/20191,074-201N/A91N/A
6/30/20191,067-183N/A93N/A
3/31/20191,092-173N/A148N/A
12/31/20181,094-139N/A99N/A
9/30/20181,054-139N/A75N/A
6/30/20181,023-141N/A61N/A
3/31/2018937-152N/A6N/A
12/31/2017903-158N/A19N/A
9/30/2017842-169N/A-9N/A
6/30/2017804-196N/A-14N/A
3/31/2017781-200N/A-20N/A
12/31/2016746-208N/A-64N/A
9/30/2016695-257N/A-69N/A
6/30/2016668-275N/A-113N/A
3/31/2016624-274N/A-100N/A
12/31/2015628-227N/A-40N/A
9/30/2015640-127N/A-29N/A
6/30/2015648-86N/A-7N/A

アナリストによる今後の成長予測

収入対貯蓄率: ALKSの予測収益成長率 (年間41.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ALKSの収益 ( 41.1% ) はUS市場 ( 16.8% ) 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: ALKS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: ALKSの収益 ( 9.9% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: ALKSの収益 ( 9.9% ) 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: ALKS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 ( 11.2 %)。

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2026/05/13 03:43
終値2026/05/13 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

Alkermes plc 17 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。34

アナリスト機関
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