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 Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$359.98
FV
16.1% 割高 内在価値ディスカウント7.50%
Revenue growth p.a.
75
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Amgen Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$417.84 |
| 52週高値 | US$421.79 |
| 52週安値 | US$269.77 |
| ベータ | 0.41 |
| 1ヶ月の変化 | 17.62% |
| 3ヶ月変化 | 28.05% |
| 1年変化 | 43.94% |
| 3年間の変化 | 58.36% |
| 5年間の変化 | 86.21% |
| IPOからの変化 | 297,030.67% |
最新ニュース
ナラティブ更新 • Aug 06
AMGN: Fair Outlook Weighs Pipeline Execution Against Cybersecurity And Regulatory Risks
Amgen's updated analyst price target reflects a move higher, supported by recent upward revisions to earnings estimates and increased confidence from analysts in the company's Q2 performance and late stage pipeline catalysts, including MariTide and key cardiovascular programs. Analyst Commentary Recent Street research on Amgen shows a broadly constructive tone, with many firms lifting price targets after Q2 results while still flagging execution and timing risks around key programs such as MariTide and olpasiran.Seeking Alpha • Aug 05
Amgen: First $10 Billion Quarter, More Growth Ahead
Summary Amgen Inc. delivered a strong Q2 results, beating revenue and EPS estimates, and raised full-year guidance by $1 billion and $0.50, respectively. Despite $7 billion in LOE headwinds, Amgen’s commercial portfolio—driven by Repatha, Uplizna, Evenity, Tezspire, and Imdelltra—continues to outperform expectations. Key pipeline catalysts, including MariTide and olpasiran phase 3 readouts, are expected in 2027–2028, with near-term pipeline news flow remaining light. AMGN’s $43.3 billion net debt limits major M&A, but in-licensing and bolt-on deals remain viable; BeOne Medicines stake offers potential balance sheet improvement. Read the full article on Seeking AlphaRecent updates
ナラティブ更新 • Aug 06
AMGN: Fair Outlook Weighs Pipeline Execution Against Cybersecurity And Regulatory Risks
Amgen's updated analyst price target reflects a move higher, supported by recent upward revisions to earnings estimates and increased confidence from analysts in the company's Q2 performance and late stage pipeline catalysts, including MariTide and key cardiovascular programs. Analyst Commentary Recent Street research on Amgen shows a broadly constructive tone, with many firms lifting price targets after Q2 results while still flagging execution and timing risks around key programs such as MariTide and olpasiran.Seeking Alpha • Aug 05
Amgen: First $10 Billion Quarter, More Growth Ahead
Summary Amgen Inc. delivered a strong Q2 results, beating revenue and EPS estimates, and raised full-year guidance by $1 billion and $0.50, respectively. Despite $7 billion in LOE headwinds, Amgen’s commercial portfolio—driven by Repatha, Uplizna, Evenity, Tezspire, and Imdelltra—continues to outperform expectations. Key pipeline catalysts, including MariTide and olpasiran phase 3 readouts, are expected in 2027–2028, with near-term pipeline news flow remaining light. AMGN’s $43.3 billion net debt limits major M&A, but in-licensing and bolt-on deals remain viable; BeOne Medicines stake offers potential balance sheet improvement. Read the full article on Seeking Alpha
新しいナラティブ • Jul 19
A transitional big-pharma giant holding a speculative premium driven by obesity hype, masking severe revenue erosion.
The "Amgen 2027 Bull Case" relies on a classic top-line fallacy: assuming that macro obesity market growth and FDA's CNPV (Commissioner’s National Priority Voucher) tailwinds will automatically trigger a re-rating. Here is the cold, data-driven reality: 1.
ナラティブ更新 • Jul 10
AMGN: IRS Dispute And Regulatory Setbacks Will Pressure Future Returns
Amgen's updated analyst price target now reflects a fair value estimate of $252.61. Analysts point to refined revenue and margin assumptions, a slightly higher discount rate, and sector-level research that highlights both supportive biotech conditions and company-specific model updates following recent earnings and regulatory disclosures.ナラティブ更新 • Jun 14
AMGN: IRS Dispute And Tax Overhang Will Pressure Future Returns
Narrative Update on Amgen Analysts have adjusted Amgen's fair value estimate by about $1 to $244.55 as they balance a lower discount rate and slightly higher projected profit margins against more cautious revenue growth assumptions and recent shifts in Street price targets tied to the ramp of Uplizna and ongoing IRS dispute commentary. Analyst Commentary Recent Street research on Amgen has been mixed, with some firms raising price targets around the launch of Uplizna in generalized myasthenia gravis and others trimming targets as they factor in tax uncertainty and differing views on long term growth drivers.ナラティブ更新 • May 31
AMGN: Fair Outlook Balances Rare Disease Potential With Expanded Manufacturing Investment
Amgen's fair value estimate has shifted modestly higher to about $352 per share, up from roughly $350. This reflects analysts' mixed price target revisions around $427 and updated expectations for rare disease and other growth drivers.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.株主還元
| AMGN | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | 3.2% | 2.5% | 1.7% |
| 1Y | 43.9% | 37.4% | 20.0% |
業界別リターン: AMGN過去 1 年間で37.4 % の収益を上げたUS Biotechs業界を上回りました。
リターン対市場: AMGN過去 1 年間で20 % の収益を上げたUS市場を上回りました。
価格変動
| AMGN volatility | |
|---|---|
| AMGN Average Weekly Movement | 3.8% |
| Biotechs Industry Average Movement | 10.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
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 ( 4% ) 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 |
|---|---|---|---|
| 1980 | 31,500 | Bob Bradway | www.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
| AMGN 基礎統計学 | |
|---|---|
| 時価総額 | US$225.00b |
| 収益（TTM） | US$8.74b |
| 売上高(TTM) | US$38.10b |
25.8x
PER（株価収益率5.9x
P/SレシオAMGN は割高か？
公正価値と評価分析を参照収益と収入
| AMGN 損益計算書（TTM） | |
|---|---|
| 収益 | US$38.10b |
| 売上原価 | US$10.71b |
| 売上総利益 | US$27.39b |
| その他の費用 | US$18.64b |
| 収益 | US$8.74b |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 16.17 |
| グロス・マージン | 71.89% |
| 純利益率 | 22.95% |
| 有利子負債／自己資本比率 | 490.3% |
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| Amgen 配当日 | |
|---|---|
| 配当落ち日 | Aug 21 2026 |
| 配当支払日 | Sep 11 2026 |
| 配当落ちまでの日数 | 7 days |
| 配当支払日までの日数 | 28 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 | 2026/08/13 07:48 |
| 終値 | 2026/08/13 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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や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
Amgen Inc. 31 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 Toung | Argus Research Company |
| Brian Skorney | Baird |
| Emily Field | Barclays |