Loading...
AMGN logo

Amgen Inc.NasdaqGS:AMGN 株式レポート

時価総額 US$181.5b
株価
US$326.41
US$349.66
6.6% 割安 内在価値ディスカウント
1Y19.8%
7D-1.6%
ポートフォリオ価値
表示

Amgen Inc.

NasdaqGS:AMGN 株式レポート

時価総額:US$181.5b

Amgen(AMGN)株式概要

アムジェン社は、ヒトの治療薬を発見、開発、製造し、世界中に提供しています。 詳細

AMGN ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長2/6
過去の実績3/6
財務の健全性2/6
配当金5/6

AMGN Community Fair Values

Create Narrative

See what 176 others think this stock is worth. Follow their fair value or set your own to get alerts.

Amgen Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Amgen
過去の株価
現在の株価US$326.41
52週高値US$391.29
52週安値US$267.73
ベータ0.44
1ヶ月の変化-6.26%
3ヶ月変化-11.59%
1年変化19.82%
3年間の変化46.10%
5年間の変化30.04%
IPOからの変化232,013.78%

最新ニュース

ナラティブの更新 May 14

AMGN: Fair Outlook Weighs Pipeline Execution Against Expanded Manufacturing Commitments

Analysts have nudged the Amgen price target slightly lower to about $350. This reflects a modest increase in the discount rate, slightly softer revenue growth assumptions and a small reduction in the future P/E multiple, partly offset by a higher projected profit margin and a mix of recent upgrades, downgrades and price target revisions across the Street.
ナラティブの更新 Apr 28

AMGN: Recent Rally And Trial Uncertainty Will Pressure Future Returns

Amgen's fair value estimate has moved from about $230.89 to $243.49 as analysts factor in a series of higher price targets from firms across the Street, balanced by several neutral initiations. These initiations point to solid fundamentals but mixed views on potential upside from this level.

Recent updates

ナラティブの更新 May 14

AMGN: Fair Outlook Weighs Pipeline Execution Against Expanded Manufacturing Commitments

Analysts have nudged the Amgen price target slightly lower to about $350. This reflects a modest increase in the discount rate, slightly softer revenue growth assumptions and a small reduction in the future P/E multiple, partly offset by a higher projected profit margin and a mix of recent upgrades, downgrades and price target revisions across the Street.
ナラティブの更新 Apr 28

AMGN: Recent Rally And Trial Uncertainty Will Pressure Future Returns

Amgen's fair value estimate has moved from about $230.89 to $243.49 as analysts factor in a series of higher price targets from firms across the Street, balanced by several neutral initiations. These initiations point to solid fundamentals but mixed views on potential upside from this level.
新しいナラティブ Apr 27

Amgen Inc. (AMGN): The Biotech Titan Braces for a MariTide Moment

Amgen Inc. (AMGN) , the global vanguard of innovative biologics and rare disease therapies, enters the final week of April 2026 in a state of high-stakes clinical anticipation.
ナラティブの更新 Apr 14

AMGN: Diversified Autoimmune And Cardiovascular Pipeline Will Support Future Cash Generation

Analysts have lifted Amgen's average price target, with changes such as the recent $10, $17, $6, $10 and $15 upward revisions reflecting updated views on its pipeline progress, commercial execution, and refreshed financial models. Analyst Commentary Recent Street research on Amgen shows a cluster of higher price targets and fresh coverage that centers on its pipeline, commercial performance, and updated financial models.
Seeking Alpha Apr 07

Amgen's Thyroid Eye Disease Data Rocks Rival Viridian, Makes It The Better Buy

Summary Amgen Inc. is rated a solid Buy, supported by robust revenue growth, pipeline strength, and recent FDA approvals despite looming patent expiries on legacy drugs. Tepezza's successful Phase 3 subcutaneous trial enhances its competitive position in the Thyroid Eye Disease - TED - market, targeting expanded patient access and chronic use. AMGN's 2026 guidance projects $37–$38.4bn in revenue and non-GAAP EPS of $21.6–$23, with a forward P/E of ~17x and a diverse late-stage pipeline. Tepezza may soon face competition from Viridian Therapeutics, Inc.'s veligrotug in TED, which could be approved in June. Viridian also has a subQ TED therapy in Phase 3 studies. While the market has sold VRDN stock on underwhelming clinical data, approvals for both of its assets is not unlikely, helping the company grow its valuation and grow the TED market for itself and AMGN. Read the full article on Seeking Alpha
ナラティブの更新 Mar 30

AMGN: Obesity And Cardiovascular Pipeline Will Support Future Cash Generation

Analysts kept the $432 price target for Amgen steady, reflecting a balance between recent target increases tied to pipeline and commercial updates, and newer Hold and Equal Weight initiations that describe the shares as fairly valued after a strong run. Analyst Commentary Recent research on Amgen shows a mix of optimism and caution around valuation, with bullish analysts highlighting commercial execution and the expanding pipeline, while newer initiations frame the shares as fairly valued after a strong move higher.
ナラティブの更新 Mar 16

AMGN: Fair Outlook Balances Patent Expiries With Late Stage Pipeline Potential

The Analyst Price Target for Amgen has been updated from $327.74 to $350.03 as analysts factor in recent price target increases tied to stronger near term commercial execution, added value from key Phase 3 pipeline assets, and a shift toward discounted cash flow based models that emphasize improved margin assumptions and a slightly lower discount rate. Analyst Commentary Recent Street commentary around Amgen reflects a mix of optimism about the current execution and pipeline, alongside ongoing debate about valuation, product risks, and long term earnings durability.
ナラティブの更新 Mar 02

AMGN: Obesity And Cardiovascular Pipeline Will Drive Future Cash Generation

The analyst price target for Amgen in this narrative has moved to $432. Analysts point to updated DCF assumptions, slightly lower revenue growth and profit margin inputs, and a modestly higher future P/E multiple supported by recent price target increases across the Street and ongoing confidence in the pipeline and guidance.
ナラティブの更新 Feb 16

AMGN: Long Patent Expiries And Heavier Spending Will Pressure Future Earnings

Analysts have lifted their price targets on Amgen by about $12 to reflect updated views on fair value, profitability, and future P/E assumptions, while also factoring in a higher discount rate and lower projected revenue growth. Analyst Commentary Recent research on Amgen points to a split view, with several firms lifting price targets while others are turning more cautious.
分析記事 Feb 11

Amgen (NASDAQ:AMGN) Is Increasing Its Dividend To $2.52

Amgen Inc.'s ( NASDAQ:AMGN ) dividend will be increasing from last year's payment of the same period to $2.52 on 6th of...
ナラティブの更新 Feb 02

AMGN: Obesity And Cardiovascular Pipeline Will Shape Long-Term Cash Generation

Analysts have nudged their Amgen price targets higher by about $10 to $20, citing a shift toward discounted cash flow analysis, steady execution in legacy products, and increased confidence in the obesity and cardiovascular pipeline. Analyst Commentary Recent research on Amgen highlights a wide range of opinions, but there is a clear cluster of bullish analysts who are leaning into higher price targets and more constructive ratings.
分析記事 Jan 21

Amgen's (NASDAQ:AMGN) Shareholders Will Receive A Bigger Dividend Than Last Year

Amgen Inc. ( NASDAQ:AMGN ) has announced that it will be increasing its dividend from last year's comparable payment on...
ナラティブの更新 Jan 19

AMGN: Obesity And Cardiovascular Pipeline Will Support Long-Term Upside Potential

Analysts have raised their price targets on Amgen into a higher range, with moves such as BofA's shift to a discounted cash flow approach and UBS's upgraded view on earnings and pipeline potential, even as others highlight upcoming patent expiries and spending needs that temper expectations. Analyst Commentary Recent research on Amgen shows a mix of cautious and constructive views, but the price target moves cluster in a higher range, with several firms now anchoring their models around pipeline contributions and cash flow potential alongside the existing portfolio.
分析記事 Jan 07

Amgen (NASDAQ:AMGN) Is Increasing Its Dividend To $2.52

Amgen Inc. ( NASDAQ:AMGN ) will increase its dividend from last year's comparable payment on the 6th of March to $2.52...
ナラティブの更新 Jan 05

AMGN: Patent Expiries And New Drug Launches Will Shape Future Performance

Analysts nudged their fair value estimate for Amgen higher to about $328 per share, up from roughly $323. This reflects slightly firmer revenue expectations and a higher assumed future P/E, balanced against more conservative profit margin assumptions and mixed Street views that highlight both the stability of the core business and uncertainty around patent expiries and new launches.
ナラティブの更新 Dec 15

AMGN: Margin Expansion And Pipeline Progress Will Drive Long-Term Upside Potential

Analysts have nudged their fair value estimate for Amgen higher to approximately $425 from about $405, reflecting a more constructive view on the company as a defensive large cap biotech with improving margin potential and an innovation pipeline that, while still facing patent expiry and execution risks, is increasingly seen as capable of supporting long term earnings power. Analyst Commentary Recent Street research on Amgen highlights a balanced but gradually improving sentiment backdrop, with a growing cohort of bullish analysts positioning the company as a core large cap biotech holding.
ナラティブの更新 Nov 30

AMGN: Future Pipeline Progress And Revenue Diversification Will Shape Performance

Amgen's analyst price target has been raised modestly to $322.88, with analysts citing stable revenue, recent guidance increases, and optimism around its pipeline despite ongoing challenges related to patent expiries. Analyst Commentary Recent Street research provides a nuanced view of Amgen’s valuation, outlook, and potential risk factors, with opinions split between those optimistic about its growth trajectory and those concerned about near-term challenges.
ナラティブの更新 Nov 16

AMGN: Future Pipeline Progress And Profit Margins Will Guide Near-Term Performance

Amgen's fair value target has increased by approximately $7 to $318.51, as analysts highlight robust profit margin improvement and sustained pipeline progress in their latest updates. Analyst Commentary Recent updates from Wall Street reveal a mix of optimism and caution surrounding Amgen’s outlook.
分析記事 Aug 13

Statutory Profit Doesn't Reflect How Good Amgen's (NASDAQ:AMGN) Earnings Are

Even though Amgen Inc. ( NASDAQ:AMGN ) posted strong earnings, investors appeared to be underwhelmed. We have done some...
分析記事 Aug 01

Is Amgen (NASDAQ:AMGN) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Jun 20

Amgen Inc.'s (NASDAQ:AMGN) Earnings Haven't Escaped The Attention Of Investors

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
分析記事 May 16

It's Unlikely That Amgen Inc.'s (NASDAQ:AMGN) CEO Will See A Huge Pay Rise This Year

Key Insights Amgen to hold its Annual General Meeting on 23rd of May Salary of US$1.87m is part of CEO Bob Bradway's...
Seeking Alpha Apr 17

Amgen: The Biotech That Knows How To Make Money

Summary Amgen's strategic growth through M&A and R&D investments has led to a diversified portfolio, with significant contributions from rare disease treatments and biosimilars. Financially robust, Amgen achieved record revenues of $33.4 billion in 2024, with strong EBITDA growth and high free cash flow, despite increased debt from acquisitions. The company's balanced business model and innovative pipeline, including promising drugs in oncology and cardiometabolic diseases, support a "Buy" rating with a 16.44% growth potential. Key risks include expiring patents and regulatory pressures, but Amgen's diversified strategy and strong cash flow position it well for future growth. Read the full article on Seeking Alpha
新しいナラティブ Apr 08

Biosimilar Competition And TEPEZZA Approvals Will Define Future Path

Declining prices combined with biosimilar competition and loss of exclusivity threaten revenue growth and profit margins.
新しいナラティブ Apr 08

Expanding Oncology Portfolio And International Launches Will Unlock Potential

Expansion in oncology and rare diseases, coupled with strategic pipeline innovations, promises substantial long-term revenue and earnings growth.
Seeking Alpha Mar 31

Amgen: Excellent Buy And Hold For A Volatile Market

Summary Amgen is a robust long-term investment due to its strong profitability, competitive moat, and promising pipeline, including an anti-obesity drug. Despite modest short-term growth guidance, AMGN's Horizon Therapeutics acquisition and innovation pipeline offer significant long-term potential. AMGN's 3.1% dividend yield, prudent debt management, and reasonable valuation make it an attractive 'buy and hold' stock. Read the full article on Seeking Alpha
Seeking Alpha Mar 10

Amgen: Riding The MariTide Of Monthly Weight Loss

Summary Amgen Inc.'s stock has surged 13% recently, likely due to promising developments with its obesity injection, MariTide, which offers unique benefits over current treatments. MariTide's dual mechanism and less frequent dosing could enhance weight loss and diabetes management, potentially capturing a significant market share. Analysts project MariTide could generate $5 billion in peak annual revenue, bolstering Amgen's growth amidst competition from Eli Lilly, Novo Nordisk, and others. Despite competitive pressures and regulatory risks, MariTide's advancement into Phase 3 trials positions Amgen for mid-to-high single-digit revenue growth, making AMGN stock a "buy". Read the full article on Seeking Alpha
Seeking Alpha Feb 26

Amgen Stock: Why I Still Rate It A 'Buy'

Summary In early February, Amgen released financial results for the 4th quarter of 2024, which I was eagerly awaiting. In addition to demonstrating efficacy in the treatment of nasal polyps in Phase 3, Tezspire achieved sales of $296 million in Q4 2024, an increase of 67.2% year-over-year. On the other hand, sales of Repatha, the flagship of Amgen's cardiovascular franchise, reached $606 million, an increase of 45.3% compared to the fourth quarter of 2023. In this article, dear Seeking Alpha readers, you will learn about additional factors that explain why I continue to cover AMGN stock with a 'Buy' rating. Read the full article on Seeking Alpha

株主還元

AMGNUS BiotechsUS 市場
7D-1.6%1.0%1.1%
1Y19.8%40.3%26.7%

業界別リターン: AMGN過去 1 年間で40.3 % の収益を上げたUS Biotechs業界を下回りました。

リターン対市場: AMGNは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。

価格変動

Is AMGN's price volatile compared to industry and market?
AMGN volatility
AMGN Average Weekly Movement3.2%
Biotechs Industry Average Movement10.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

安定した株価: AMGN 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: AMGNの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
198031,500Bob Bradwaywww.amgen.com

アムジェン社は、ヒト治療薬の創薬、開発、製造、販売を世界中で行っている。同社の主要製品には、関節リウマチ、尋常性乾癬、乾癬性関節炎の治療薬エンブレル、尋常性乾癬、乾癬性関節炎、ベーチェット病に伴う口腔潰瘍の成人患者の治療薬オテズラ、閉経後女性の骨粗鬆症治療薬プロリア、骨格関連イベント予防薬XGEVA、心筋梗塞、脳卒中、冠動脈血行再建術のリスクを低減するレパサなどがある;免疫性血小板減少症患者の治療薬 Nplate、再発または難治性の多発性骨髄腫患者の治療薬 KYPROLIS、赤血球数が正常値より少なく貧血の治療薬 Aranesp、閉経後女性の骨粗鬆症治療薬 EVENITY;野生型RAS転移性結腸直腸癌治療薬Vectibix、急性リンパ性白血病治療薬BLINCYTO、甲状腺眼症治療薬TEPEZZA、慢性難治性痛風治療薬KRYSTEXXAなどである。また、PROLIA、REPATHA、OTEZLA、ENBREL、EVENITY、XGEVA、TEPEZZA、BLINCYTO、NPLATE、TEZSPIRE、KYPROLIS、ARANESP、KRYSTEXXA、VECTIBIXなどの製品も販売している、mvasi、pavblu、uplizna、imdelltra/imdylltra、amjevita/amgevita、tavneos、neulasta、lumakras/lumykras、ravicti、parsabiv、aimovig、wezlana/wezenla、procysbi。同社は、医師やそのクリニック、透析センター、病院、薬局などの医療提供者を顧客としている。医薬品卸を通じて製品を販売している。同社はTEZSPIREの開発および商業化に関してAstraZeneca plcと、Aimovigの開発および商業化に関してBEONE MEDICINES LTD.と、EVENITYの開発および商業化に関してUCBと、ロカチンリマブの開発および商業化に関して協和キリン株式会社と、オンコロジー製品の拡大および開発に関してBeiGene, Ltd.と提携契約を結んでいる。同社は1980年に設立され、カリフォルニア州サウザンドオークスに本社を置いている。

Amgen Inc. 基礎のまとめ

Amgen の収益と売上を時価総額と比較するとどうか。
AMGN 基礎統計学
時価総額US$181.47b
収益(TTM)US$7.80b
売上高(TTM)US$37.22b
22.6x
PER(株価収益率
4.7x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
AMGN 損益計算書(TTM)
収益US$37.22b
売上原価US$10.63b
売上総利益US$26.59b
その他の費用US$18.79b
収益US$7.80b

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)14.45
グロス・マージン71.44%
純利益率20.96%
有利子負債/自己資本比率623.8%

AMGN の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

3.1%
現在の配当利回り
67%
配当性向

AMGN 配当は確実ですか?

AMGN 配当履歴とベンチマークを見る
AMGN 、いつまでに購入すれば配当金を受け取れますか?
Amgen 配当日
配当落ち日May 15 2026
配当支払日Jun 05 2026
配当落ちまでの日数1 day
配当支払日までの日数20 days

AMGN 配当は確実ですか?

AMGN 配当履歴とベンチマークを見る

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2026/05/15 21:47
終値2026/05/15 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

Amgen Inc. 32 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。61

アナリスト機関
David ToungArgus Research Company
Brian SkorneyBaird
Emily FieldBarclays