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Biogen Inc.NasdaqGS:BIIB 株式レポート

時価総額 US$27.9b
株価
US$190.68
US$273.2
30.2% 割安 内在価値ディスカウント
1Y62.7%
7D-1.9%
ポートフォリオ価値
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Biogen Inc.

NasdaqGS:BIIB 株式レポート

時価総額:US$27.9b

Biogen(BIIB)株式概要

バイオジェン社は、米国、欧州、ドイツ、アジア、および国際的に治療薬の発見、開発、製造、販売を行っています。 詳細

BIIB 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1/6
過去の実績0/6
財務の健全性6/6
配当金0/6

BIIB Community Fair Values

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Biogen Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Biogen
過去の株価
現在の株価US$190.68
52週高値US$202.41
52週安値US$115.25
ベータ0.19
1ヶ月の変化10.64%
3ヶ月変化2.87%
1年変化62.68%
3年間の変化-39.13%
5年間の変化-30.41%
IPOからの変化6,084.22%

最新ニュース

ナラティブ更新 May 04

BIIB: 2026 Readouts In Neurology And Immunology Will Drive Upside Potential

Analysts have lifted Biogen's fair value estimate by about $18 to $273.20 as they factor in updated revenue growth assumptions, a higher future P/E, and recent price target revisions across the Street. Analyst Commentary Recent Street research around Biogen has leaned constructive, with a cluster of fresh price target adjustments and several rating upgrades pointing to improving sentiment on execution and long term growth potential.
ナラティブ更新 Apr 20

BIIB: 2026 Trial Outcomes Will Likely Undermine Recent Acquisition Optimism

Analysts made a slight upward adjustment to Biogen's fair value estimate to about $151, reflecting a blend of higher and lower price target revisions related to recent acquisition activity, pipeline updates, and shifting views on its long term earnings profile. Analyst Commentary Recent Street research around Biogen has been active, with a mix of higher and lower price targets clustered around the company’s acquisition activity, pipeline readouts, and changing expectations for longer term earnings power.
Seeking Alpha Apr 06

Revisiting Eisai And Biogen's Leqembi Data For Alzheimer's Disease

Summary Eisai (ESALF) and Biogen (BIIB) have presented inconsistent efficacy claims for Leqembi in Alzheimer's, particularly regarding APOE4 genetic subgroups. Real-world data may reveal Leqembi is only marginally effective for APOE4 single-copy carriers, with little benefit for non-carriers or double-copy carriers. BIIB may be more resilient than ESALF to negative Leqembi developments due to pipeline diversity, but no near-term catalysts are evident for BIIB stock movement. Efforts to expand Leqembi’s market may be misguided; regulatory scrutiny and emerging alternatives could further limit its commercial potential. Read the full article on Seeking Alpha

Recent updates

ナラティブ更新 May 04

BIIB: 2026 Readouts In Neurology And Immunology Will Drive Upside Potential

Analysts have lifted Biogen's fair value estimate by about $18 to $273.20 as they factor in updated revenue growth assumptions, a higher future P/E, and recent price target revisions across the Street. Analyst Commentary Recent Street research around Biogen has leaned constructive, with a cluster of fresh price target adjustments and several rating upgrades pointing to improving sentiment on execution and long term growth potential.
ナラティブ更新 Apr 20

BIIB: 2026 Trial Outcomes Will Likely Undermine Recent Acquisition Optimism

Analysts made a slight upward adjustment to Biogen's fair value estimate to about $151, reflecting a blend of higher and lower price target revisions related to recent acquisition activity, pipeline updates, and shifting views on its long term earnings profile. Analyst Commentary Recent Street research around Biogen has been active, with a mix of higher and lower price targets clustered around the company’s acquisition activity, pipeline readouts, and changing expectations for longer term earnings power.
Seeking Alpha Apr 06

Revisiting Eisai And Biogen's Leqembi Data For Alzheimer's Disease

Summary Eisai (ESALF) and Biogen (BIIB) have presented inconsistent efficacy claims for Leqembi in Alzheimer's, particularly regarding APOE4 genetic subgroups. Real-world data may reveal Leqembi is only marginally effective for APOE4 single-copy carriers, with little benefit for non-carriers or double-copy carriers. BIIB may be more resilient than ESALF to negative Leqembi developments due to pipeline diversity, but no near-term catalysts are evident for BIIB stock movement. Efforts to expand Leqembi’s market may be misguided; regulatory scrutiny and emerging alternatives could further limit its commercial potential. Read the full article on Seeking Alpha
ナラティブ更新 Apr 05

BIIB: 2026 Clinical Outcomes Will Likely Challenge Recent Neuroscience Optimism

The analyst price target for Biogen has been adjusted slightly to $150. This reflects recent model updates that incorporate a modestly higher discount rate, slightly lower revenue growth assumptions, a small uptick in expected profit margins, and Street research focusing on price target changes and evolving views on the company's pipeline and neurology portfolio.
新しいナラティブ Mar 31

Biogen Inc. (BIIB): The "Post-MS" Pivot and the Alzheimer’s Momentum

Biogen Inc. (BIIB) is navigating a high-stakes transition year in 2026, closing the March 31, 2026, session at $178.98 USD on the NASDAQ.
ナラティブ更新 Mar 22

BIIB: 2026 Clinical Readouts Will Likely Undermine Recent Pipeline Optimism

Analysts have nudged Biogen's fair value estimate higher to $151.48 from $147.47, reflecting a series of recent price target increases across the Street and ongoing reassessments of the company's pipeline and commercial outlook. Analyst Commentary Recent Street research around Biogen points to a mixed setup, with several firms adjusting price targets and ratings as they reassess the pipeline, commercial execution, and sector positioning.
ナラティブ更新 Mar 07

BIIB: 2026 Clinical Readouts And Easing Policy Risks Will Drive Upside

The analyst fair value estimate for Biogen has increased by about $16 to $205.67 as analysts factor in recent price target revisions and updated views on the pipeline and commercial outlook. Analyst Commentary Recent research updates on Biogen cluster around revisions to price targets, refreshed models on the pipeline, and differing expectations for execution in 2026 and beyond.
ナラティブ更新 Feb 21

BIIB: 2026 Clinical Readouts Will Likely Expose Pipeline Execution Risk

The analyst price target for Biogen has been raised from $143.00 to $147.47. Analysts point to a stronger profit margin outlook and updated pipeline and commercial assumptions as key drivers of the change.
分析記事 Feb 13

There May Be Reason For Hope In Biogen's (NASDAQ:BIIB) Disappointing Earnings

Shareholders appeared unconcerned with Biogen Inc.'s ( NASDAQ:BIIB ) lackluster earnings report last week. We think...
ナラティブ更新 Feb 07

BIIB: 2026 Clinical Readouts And Pipeline Execution Will Drive Upside Potential

Analysts have nudged their price targets on Biogen higher, with our fair value estimate rising to about $255.45 from $247.88 as they update models for revenue growth, margins, and a modestly richer future P/E multiple following a series of mixed but generally upward target revisions across the Street. Analyst Commentary Recent research on Biogen has been mixed, but the pricing and modeling changes skew toward a constructive tone.
ナラティブ更新 Jan 23

BIIB: 2026 Clinical Readouts Will Test Lofty Pipeline Expectations

Analysts have raised their Biogen fair value estimate from $128.00 to $143.00, citing refreshed models and higher Street price targets as they incorporate updated views on the pipeline, sector conditions, and 2026 catalysts. Analyst Commentary Street research around Biogen points to a generally more constructive view on the shares, with several firms lifting price targets into a range between about $180 and $225.
ナラティブ更新 Jan 09

BIIB: Easing Policy Shifts And 2026 Pipeline Readouts Will Shape Outlook

Narrative Update: Biogen (BIIB) Biogen's fair value estimate has moved from about $181 to around $190 as analysts lift price targets into the $180 to $225 range and highlight updated models, slightly better margin and growth assumptions, and potential pipeline and sector catalysts through 2026. Analyst Commentary Recent research updates on Biogen cluster around a tighter valuation band in the high US$100s to low US$200s, with most firms revisiting their models and assumptions for 2025 to 2026.
ナラティブ更新 Dec 24

BIIB: Easing Policy Overhangs And Alzheimer’s Data Will Shape Risk Reward Balance

Analysts have modestly raised their price target on Biogen, now implying upside in line with a slightly higher fair value of approximately $181, citing easing policy overhangs and a partial rerating of large-cap biopharma as investor focus shifts back to fundamentals. Analyst Commentary Street research on Biogen has turned incrementally more constructive, with several firms lifting price targets as macro and policy risks appear less threatening to the sector.
ナラティブ更新 Dec 10

BIIB: Policy Environment And Late-Stage Pipeline Will Shape Risk And Reward Ahead

Analysts have modestly increased their price target for Biogen, lifting fair value by about $1 to roughly $179 per share. They cite easing policy overhangs, growing confidence in 2025 to 2026 fundamentals, and potential upside from Leqembi and the broader late stage pipeline.
ナラティブ更新 Nov 26

BIIB: Policy Shifts And Drug Pipeline Progress Will Influence Risk And Reward Ahead

Biogen's analyst price target has been increased modestly, with the fair value estimate rising from $176.72 to $178.07. Analysts point to easing policy headwinds and renewed focus on company fundamentals amid recent sector re-ratings.
ナラティブ更新 Nov 12

BIIB: Pipeline And Policy Developments Will Shape Risk And Reward Into 2025

Analysts have raised their price target for Biogen by approximately $4 to $176.72, citing improving sector fundamentals, easing policy risks, and a favorable risk/reward outlook as reasons for the adjustment. Analyst Commentary Recent street research on Biogen provides insight into both the optimistic and cautious perspectives that currently shape the stock's outlook.
ナラティブ更新 Oct 29

Easing Policy Risks And New Therapy Launches Will Drive Shares Higher

Analysts have slightly raised their price target for Biogen to $172.55 from $172.34, reflecting modestly improved revenue growth expectations and an easing policy backdrop in the biotech sector. Analyst Commentary Recent street research reveals a spectrum of opinions around Biogen, highlighted by both bullish and bearish analyst actions.
ナラティブ更新 Oct 15

Expanding Global Healthcare And Diagnostics Infrastructure Will Drive Future Growth

Analysts have slightly lifted their price targets for Biogen, with the updated fair value estimate rising from $170.03 to $172.34. This reflects improved profit margin expectations and easing industry headwinds cited in recent research updates.
ナラティブ更新 Sep 20

Expanding Global Healthcare And Diagnostics Infrastructure Will Drive Future Growth

Biogen's modestly reduced consensus price target reflects a balanced analyst view, with optimism around strong Q2 performance, pipeline progress, and portfolio refocusing offset by lingering regulatory overhangs and a muted near-term growth outlook, resulting in a slight decrease in fair value from $171.96 to $170.03. Analyst Commentary Bullish analysts cite strong Q2 performance, particularly from Leqembi and the MS franchise, as well as solid sales across other programs as drivers for raised price targets.
ナラティブ更新 Sep 05

Expanding Global Healthcare And Diagnostics Infrastructure Will Drive Future Growth

Biogen’s consensus price target was modestly raised as analysts highlighted strong Q2 performance, advancements in its neuro portfolio and pipeline, and ongoing portfolio refocusing, offsetting medium-term growth concerns and regulatory risks; the new fair value is now $171.96. Analyst Commentary Bullish analysts highlight strong Q2 performance, particularly in Leqembi and the MS franchise, combined with solid sales across other programs, supporting upward revisions in price targets.
分析記事 Jun 17

Biogen (NASDAQ:BIIB) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Apr 25

Biogen: Is This A Value Trap, Or Is The Great Turnaround Imminent?

Summary Biogen Inc.'s earnings and share price have declined due to falling Multiple Sclerosis treatment revenue; new drugs and pipeline show promise but haven't offset losses yet. Biogen's Multiple Sclerosis treatments face patent expirations and competition, pressuring revenue; new Alzheimer's Disease and rare disease treatments could drive future growth. Financially, Biogen remains profitable with strong FCF, but reduced R&D spending and lack of insider buying or share buybacks are concerning. I rate BIIB stock a hold due to current uncertainties; will reconsider upon sustained revenue growth, regulatory approvals, or positive trial data. Read the full article on Seeking Alpha
Seeking Alpha Mar 27

Biogen: Balancing Risks And Opportunities

Summary Biogen's new management is diversifying its product portfolio and optimizing costs, but faces significant risks from market share loss and generic competition. The fair valuation of Biogen shares is $149, close to the current price, leading to a "Hold" rating and a recommended purchase price of $115-120. Key growth drivers include potential success with Leqembi, Skyclarys, and optimization efforts, while risks involve slow sales of new products and competition. Despite a 35% stock price drop in 2024, Biogen's strategic steps and increased margins suggest shares are near fair value. Read the full article on Seeking Alpha
Seeking Alpha Feb 15

Biogen Q4 Earnings Review: Why I'm Calling Time On This 'Powder Puff' Pharma

Summary Biogen's Q4 2024 earnings showed slight revenue growth but Wall Street remains unimpressed due to weak guidance and declining key drug franchises. Leqembi's commercial performance is disappointing, mirroring Aduhelm's failure, and Biogen's pipeline lacks promising products to drive future growth. The multiple sclerosis franchise is in decline, and new drug approvals like Qalsody and Skyclarys have shown minimal revenue impact. Biogen's strategic missteps, including the failed Sage Therapeutics acquisition, underscore a lack of innovation and direction, leading to a "sell" rating. Read the full article on Seeking Alpha

株主還元

BIIBUS BiotechsUS 市場
7D-1.9%3.7%3.2%
1Y62.7%41.9%31.0%

業界別リターン: BIIB過去 1 年間で41.9 % 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: BIIB過去 1 年間で31 % の収益を上げたUS市場を上回りました。

価格変動

Is BIIB's price volatile compared to industry and market?
BIIB volatility
BIIB Average Weekly Movement4.6%
Biotechs Industry Average Movement10.6%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

安定した株価: BIIB 、 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: BIIBの 週次ボラティリティ ( 5% ) 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
19787,500Chris Viehbacherwww.biogen.com

バイオジェン社は、米国、欧州、ドイツ、アジア、および国際的に治療薬の発見、開発、製造、販売を行っている。同社は、多発性硬化症(MS)治療薬としてTECFIDERA、VUMERITY、AVONEX、PLEGRIDY、TYSABRI、脊髄性筋萎縮症治療薬としてSPINRAZA、フリードライヒ失調症治療薬としてSKYCLARYS、筋萎縮性側索硬化症治療薬としてQALSODYを提供している;斑状乾癬治療薬FUMADERM、ENBRELに類似したエタネルセプトバイオシミラーBENEPALI、HUMIRAに類似したアダリムマブバイオシミラーIMRALDI、REMICADEに類似したインフリキシマブバイオシミラーFLIXABI。アルツハイマー病治療薬LEQEMBI、産後うつ病治療薬ZURZUVAE、非ホジキンリンパ腫、慢性リンパ性白血病(CLL)、関節リウマチ、2種類のANCA関連血管炎、尋常性天疱瘡治療薬RITUXANを提供している;非ホジキンリンパ腫およびCLLに対するリツキサンハイセラ、CLLおよび濾胞性リンパ腫に対するガザイバ、再発性MSおよび原発性進行性MSに対するオクレバス、再発または難治性の濾胞性リンパ腫に対するルンスミオ、再発または難治性のびまん性大細胞型B細胞リンパ腫に対するグロフィタマブ、およびその他の抗CD20療法。バイオジェン社は、メルツ・セラピューティクス社、アルケルメス・ファーマ・アイルランド社、デナリ・セラピューティクス社、UCB社、エーザイ株式会社、ジェネンテック社、ニューリミューン・サブワン社、イオニス・ファーマシューティカルズ社、サムスン・バイオエピス社、セージ・セラピューティクス社と提携およびライセンス契約を結んでいる、また、Dravet症候群の治療薬であるzorevunersenの開発および商品化に関するStoke Therapeutics社、経口大環状ペプチドの開発に関するDayra Therapeutics社、Vanqua Bio, Inc ALT-B4を利用した生物製剤の皮下(SC)製剤を開発するALTEOGEN Inc.などである。同社は1978年に設立され、マサチューセッツ州ケンブリッジに本社を置いている。

Biogen Inc. 基礎のまとめ

Biogen の収益と売上を時価総額と比較するとどうか。
BIIB 基礎統計学
時価総額US$27.92b
収益(TTM)US$1.37b
売上高(TTM)US$9.94b
20.5x
PER(株価収益率
2.8x
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
BIIB 損益計算書(TTM)
収益US$9.94b
売上原価US$2.11b
売上総利益US$7.82b
その他の費用US$6.45b
収益US$1.37b

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)9.29
グロス・マージン78.72%
純利益率13.81%
有利子負債/自己資本比率33.7%

BIIB の長期的なパフォーマンスは?

過去の実績と比較を見る

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2026/05/06 20:22
終値2026/05/06 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

Biogen Inc. 22 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。58

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