Biogen 過去の業績
過去 基準チェック /06
Biogenの収益は年間平均-11.2%の割合で減少していますが、 Biotechs業界の収益は年間 増加しています。収益は年間33.8% 3.7%割合で 減少しています。 Biogenの自己資本利益率は7.4%であり、純利益率は13.8%です。
主要情報
-11.20%
収益成長率
-10.35%
EPS成長率
| Biotechs 業界の成長 | 17.04% |
| 収益成長率 | -3.75% |
| 株主資本利益率 | 7.36% |
| ネット・マージン | 13.81% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • 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.
ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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 AlphaSeeking 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 AlphaSeeking 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収支内訳
収支内訳
Biogen の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 9,937 | 1,372 | 2,469 | 1,801 |
| 31 Dec 25 | 9,891 | 1,293 | 2,434 | 1,753 |
| 30 Sep 25 | 10,066 | 1,609 | 2,427 | 1,421 |
| 30 Jun 25 | 9,997 | 1,531 | 2,412 | 2,388 |
| 31 Mar 25 | 9,816 | 1,479 | 2,381 | 1,950 |
| 31 Dec 24 | 9,676 | 1,632 | 2,387 | 1,954 |
| 30 Sep 24 | 9,608 | 1,615 | 2,314 | 1,967 |
| 30 Jun 24 | 9,672 | 1,159 | 2,489 | 1,304 |
| 31 Mar 24 | 9,663 | 1,167 | 2,476 | 2,326 |
| 31 Dec 23 | 9,836 | 1,161 | 2,502 | 2,442 |
| 30 Sep 23 | 9,993 | 1,462 | 2,532 | 2,490 |
| 30 Jun 23 | 9,972 | 2,665 | 2,343 | 2,303 |
| 31 Mar 23 | 10,105 | 3,131 | 2,379 | 2,248 |
| 31 Dec 22 | 10,173 | 3,047 | 2,409 | 2,229 |
| 30 Sep 22 | 10,363 | 2,865 | 2,570 | 2,325 |
| 30 Jun 22 | 10,634 | 2,059 | 2,661 | 2,478 |
| 31 Mar 22 | 10,820 | 1,450 | 2,726 | 2,535 |
| 31 Dec 21 | 10,982 | 1,556 | 2,680 | 2,497 |
| 30 Sep 21 | 11,101 | 1,546 | 2,700 | 3,522 |
| 30 Jun 21 | 11,698 | 1,918 | 2,619 | 3,960 |
| 31 Mar 21 | 12,604 | 3,012 | 2,536 | 4,023 |
| 31 Dec 20 | 13,445 | 4,001 | 2,516 | 3,985 |
| 30 Sep 20 | 14,263 | 5,082 | 2,370 | 2,949 |
| 30 Jun 20 | 14,487 | 5,927 | 2,351 | 2,348 |
| 31 Mar 20 | 14,422 | 5,879 | 2,365 | 2,178 |
| 31 Dec 19 | 14,378 | 5,889 | 2,359 | 2,273 |
| 30 Sep 19 | 14,233 | 5,396 | 2,285 | 2,193 |
| 30 Jun 19 | 14,072 | 5,294 | 2,229 | 2,160 |
| 31 Mar 19 | 13,812 | 4,667 | 2,176 | 2,664 |
| 31 Dec 18 | 13,453 | 4,431 | 2,109 | 2,597 |
| 30 Sep 18 | 13,234 | 3,187 | 2,070 | 2,573 |
| 30 Jun 18 | 12,872 | 2,968 | 2,007 | 2,512 |
| 31 Mar 18 | 12,594 | 2,964 | 1,921 | 2,327 |
| 31 Dec 17 | 12,274 | 2,539 | 1,936 | 2,254 |
| 30 Sep 17 | 11,839 | 3,486 | 1,859 | 2,200 |
| 30 Jun 17 | 11,717 | 3,293 | 1,887 | 2,283 |
| 31 Mar 17 | 11,533 | 3,480 | 1,949 | 1,959 |
| 31 Dec 16 | 11,449 | 3,703 | 1,950 | 1,973 |
| 30 Sep 16 | 11,416 | 3,885 | 2,035 | 1,981 |
| 30 Jun 16 | 11,238 | 3,818 | 2,051 | 1,972 |
| 31 Mar 16 | 10,936 | 3,695 | 2,050 | 1,990 |
| 31 Dec 15 | 10,764 | 3,547 | 2,113 | 2,013 |
| 30 Sep 15 | 10,565 | 3,599 | 2,104 | 1,971 |
| 30 Jun 15 | 10,299 | 3,490 | 2,196 | 1,869 |
質の高い収益: BIIBには$942.4M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。
利益率の向上: BIIBの現在の純利益率 (13.8%)は、昨年(15.1%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: BIIBの収益は過去 5 年間で年間11.2%減少しました。
成長の加速: BIIBは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: BIIBは過去 1 年間で収益成長率がマイナス ( -7.3% ) となったため、 Biotechs業界平均 ( 43% ) と比較することが困難です。
株主資本利益率
高いROE: BIIBの 自己資本利益率 ( 7.4% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/20 13:00 |
| 終値 | 2026/05/20 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 |
| |
| 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
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
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 Toung | Argus Research Company |
| Brian Skorney | Baird |
| Emily Field | Barclays |