Collegium Pharmaceutical, Inc.

NasdaqGS:COLL 株式レポート

時価総額：US$1.2b

Collegium Pharmaceutical 将来の成長

Future 基準チェック /36

Collegium Pharmaceuticalは、43.8%と4.3%でそれぞれ年率43.8%で利益と収益が成長すると予測される一方、EPSはgrowで28.9%年率。

主要情報

43.8%

収益成長率

28.89%

EPS成長率

Pharmaceuticals 収益成長14.4%
収益成長率4.3%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日08 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Apr 25

COLL: Affordable Medicines Theme Will Support 2026 Earnings Conviction And Upside Potential

Analysts have raised their price target on Collegium Pharmaceutical by $3, citing updated assumptions about revenue growth, profit margin expectations, and a slightly revised P/E multiple as the main factors behind the change. Analyst Commentary Bullish Takeaways Bullish analysts view the $3 price target increase as support for their view that updated revenue assumptions still justify a premium to prior expectations.
ナラティブ更新 • Apr 11

COLL: Affordable Medicines Theme Will Support 2026 Earnings Strength And Risk Reward Upside

Analysts have raised their price target on Collegium Pharmaceutical by $3 to reflect updated assumptions around valuation inputs, while keeping fair value, discount rate, revenue growth, profit margin, and future P/E estimates essentially unchanged. Analyst Commentary Bullish Takeaways Bullish analysts view the $3 price target increase as confirmation that their core valuation framework on fair value, discount rate, and P/E assumptions still holds, which can signal confidence in the company’s ability to execute on its current plan.
ナラティブ更新 • Mar 25

COLL: Affordable Medicines Theme Will Support 2026 Margin Resilience And Earnings Strength

Analysts have slightly increased their consolidated price target for Collegium Pharmaceutical by about $0.33 per share, citing updated assumptions for modest revenue growth, higher profit margins, and a lower future P/E multiple that reflect recent Street research from Truist and Barclays. Analyst Commentary Recent research updates on Collegium Pharmaceutical show a mix of optimism and caution as analysts refresh their models around the company’s 2026 outlook, valuation framework, and earnings power.
Seeking Alpha • Mar 20

Collegium Pharmaceutical: Another M&A Episode Adds To An Intriguing Case

Summary Collegium Pharmaceutical announced a $650M cash acquisition of AZSTARYS, aiming to boost ADHD portfolio synergies and pro forma sales. COLL expects the deal to add $50M in 2026H2 revenue and targets $50M annual run-rate synergies, financed with cash and a $300M term loan. Despite strong adjusted margins and earnings, Collegium trades at low multiples due to patent expiry concerns and rapid drug portfolio runoff. With net leverage rising above $1B post-deal and some ambiguity on new asset contributions, conviction remains challenged but the valuation appears undemanding. Read the full article on Seeking Alpha
ナラティブ更新 • Mar 10

COLL: Affordable Medicines Theme Will Support 2026 Margin Expansion And Higher Earnings Power

Narrative Update on Collegium Pharmaceutical The analyst price target for Collegium Pharmaceutical has edged up by about $0.17, supported by recent Street research that combines slightly softer revenue growth assumptions with higher expected profit margins and a modestly lower future P/E multiple. Analyst Commentary Recent Street research on Collegium Pharmaceutical reflects a mix of optimism and caution around the updated price targets and longer term outlook, with views centering on how well the company can execute against its 2026 framework and how that is captured in current valuation multiples.
ナラティブ更新 • Feb 24

COLL: Affordable Medicines Theme Will Support 2026 Earnings Visibility And Upside P/E Rerating

Analysts raised their fair value estimate for Collegium Pharmaceutical by about $0.50 per share to $53.67, reflecting recent shifts in Street price targets and updated views on long term revenue trends, margins, and the appropriate future P/E multiple. Analyst Commentary Recent Street research on Collegium Pharmaceutical shows a mix of optimism and caution around the updated price targets and earnings outlook into 2026.
ナラティブ更新 • Feb 10

COLL: Affordable Medicines Focus Will Support Constructive 2026 Outlook Upside

Narrative Update on Collegium Pharmaceutical Analysts have kept their fair value estimate for Collegium Pharmaceutical steady at about $53.17 per share, with modest model tweaks around discount rate and future P/E, reflecting recent price target adjustments to $55 and $56 tied to updated 2026 outlooks and an ongoing focus on affordable medicines. Analyst Commentary Recent research updates point to a fairly constructive stance on Collegium Pharmaceutical, with price targets clustered in the mid US$50s and models now aligned with the initial 2026 outlook and an emphasis on affordable medicines.
ナラティブ更新 • Jan 25

COLL: 2026 Outlook And Affordable Medicines Theme Will Support Upside Potential

Analysts have trimmed their average price target for Collegium Pharmaceutical to about $55, with adjustments clustered around US$55 to US$56 as they update models for the company's initial 2026 outlook and lean into the affordable medicines theme. Analyst Commentary Bullish Takeaways Bullish analysts see the updated fiscal 2026 outlook as solid enough to support price targets around US$55 to US$56, which they view as aligned with their current models.
ナラティブ更新 • Jan 11

COLL: 2026 Earnings Outlook And Affordable Medicines Theme Will Drive Returns

Analysts have raised their fair value estimate for Collegium Pharmaceutical to about $53.17 from $48.67, citing updated price targets around $55 to $56 and revised views on 2026 earnings potential and profitability. Analyst Commentary Recent research on Collegium Pharmaceutical is centered on updated price targets and how the initial 2026 outlook feeds into views on earnings power and profitability.
ナラティブ更新 • Dec 23

COLL: Higher 2025 Revenue Guidance And Stable Outlook Will Shape Future Returns

Analysts have modestly raised their price target on Collegium Pharmaceutical from approximately $47 to $48.67 per share. This reflects slightly improved fair value estimates supported by stable discount rate assumptions, largely unchanged long term revenue and margin expectations, and a somewhat higher anticipated future earnings multiple.
ナラティブ更新 • Dec 08

COLL: Steady Outlook And Higher 2025 Revenue Guidance Will Shape Future Returns

Analysts have reiterated their price target for Collegium Pharmaceutical at approximately 46.80 dollars, citing largely unchanged assumptions for the discount rate, revenue trajectory, profit margins, and future valuation multiples that support a stable fair value outlook. What's in the News Collegium Pharmaceutical raised its full year 2025 net product revenue guidance to a range of 775 million to 785 million dollars, up from the prior 745 million to 760 million dollar outlook (company guidance).
ナラティブ更新 • Nov 24

COLL: Increased Revenue Guidance And Margin Shifts Will Shape Measured Future Returns

Collegium Pharmaceutical’s analyst price target remains unchanged at $46.80, as analysts point to a balanced outlook where revisions to profit margin and future P/E estimates offset each other. What's in the News Collegium Pharmaceutical raised its 2025 net product revenue guidance and now expects a range of $775 to $785 million, up from the previous range of $745 million to $760 million (Key Developments).
分析記事 • Nov 08

Collegium Pharmaceutical, Inc.'s (NASDAQ:COLL) 28% Jump Shows Its Popularity With Investors

Collegium Pharmaceutical, Inc. ( NASDAQ:COLL ) shares have had a really impressive month, gaining 28% after a shaky...
ナラティブ更新 • Nov 08

COLL: Higher Margins And Full-Year Guidance Will Support Balanced Future Returns

Analysts have raised their price target for Collegium Pharmaceutical from $44.60 to $46.80. This reflects improved expectations for profit margins even though projected revenue growth is lower.
分析記事 • Oct 19

We Think Collegium Pharmaceutical (NASDAQ:COLL) Is Taking Some Risk With Its Debt

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 • Jul 31

Collegium Pharmaceutical, Inc.'s (NASDAQ:COLL) P/E Still Appears To Be Reasonable

With a price-to-earnings (or "P/E") ratio of 22.5x Collegium Pharmaceutical, Inc. ( NASDAQ:COLL ) may be sending...
分析記事 • May 16

There May Be Reason For Hope In Collegium Pharmaceutical's (NASDAQ:COLL) Disappointing Earnings

The market was pleased with the recent earnings report from Collegium Pharmaceutical, Inc. ( NASDAQ:COLL ), despite the...
分析記事 • Apr 07

Here's Why Collegium Pharmaceutical (NASDAQ:COLL) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha • Mar 03

Collegium Pharmaceutical: Checking The Boxes

Summary Collegium Pharmaceutical, Inc. reported strong Q4 results last week where the company easily beat on the bottom line and grew revenues north of 20%. The stock is quite cheap on both a P/E basis and a price-to-sales valuation. While the company competes in crowded markets, management is predicting solid growth in revenue and adjusted EBITDA in FY2025. An updated analysis of Collegium Pharmaceutical follows in the paragraphs below. Read the full article on Seeking Alpha
分析記事 • Dec 24

Improved Revenues Required Before Collegium Pharmaceutical, Inc. (NASDAQ:COLL) Shares Find Their Feet

Collegium Pharmaceutical, Inc.'s ( NASDAQ:COLL ) price-to-sales (or "P/S") ratio of 1.6x might make it look like a buy...
Seeking Alpha • Nov 26

Collegium Pharmaceutical: Strong Growth With Pain Management And ADHD Expansion

Summary Collegium Pharmaceutical’s pain management portfolio, including Xtampza ER and Belbuca, drives 92.8% of revenues, demonstrating its market leadership in abuse-deterrent therapies. The acquisition of Jornay PM expands COLL’s portfolio into neurology, tapping into the rapidly growing ADHD market, which is projected to reach $30.6 billion by 2032. Collegium reported strong Q3 2024 results, with 17% YoY revenue growth and EBIT margins improving to 35.2%, showcasing operational efficiency. Still, COLL faces risks, including high financial debt, integration challenges for Jornay PM, and potential revenue concentration in pain management products. Despite this, I believe COLL’s compelling valuation metrics and growth projections indicate upside potential, justifying my "Strong Buy" rating. Read the full article on Seeking Alpha
分析記事 • Nov 14

Shareholders Can Be Confident That Collegium Pharmaceutical's (NASDAQ:COLL) Earnings Are High Quality

Collegium Pharmaceutical, Inc.'s ( NASDAQ:COLL ) earnings announcement last week was disappointing for investors...
分析記事 • Oct 28

Is Collegium Pharmaceutical (NASDAQ:COLL) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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新しいナラティブ • Sep 15

Ironshore Acquisition And Calculated Moves Set To Propel Growth In ADHD Market

Collegium Pharmaceutical's acquisition of Ironshore Therapeutics positions them in the ADHD market, aiming for revenue growth through diversified offerings and operational efficiencies.
Seeking Alpha • Aug 09

Collegium Pharmaceutical: Diversifying And Growing

Summary After its initial success with Xtampza, Collegium has grown and diversified its product line-up. Collegium Pharmaceutical acquired BioDelivery Sciences in 2022, adding BELBUCA to its product portfolio, complicating finances but offering growth potential. The recent acquisition of Ironshore Therapeutics adds another product to Collegium's business, with strong prescription numbers and revenue growth potential. Despite complicated earnings and debt load, Collegium's revenues and adjusted earnings have been steadily increasing, with a solid outlook for 2024. Read the full article on Seeking Alpha
分析記事 • Jul 24

Collegium Pharmaceutical, Inc.'s (NASDAQ:COLL) Price Is Right But Growth Is Lacking

Collegium Pharmaceutical, Inc.'s ( NASDAQ:COLL ) price-to-sales (or "P/S") ratio of 1.9x might make it look like a buy...
分析記事 • Jun 05

Collegium Pharmaceutical (NASDAQ:COLL) 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 • May 13

Collegium Pharmaceutical: Some Positives From Its Quarterly 'Miss'

Summary Collegium Pharmaceutical, Inc. stock fell 16% on Friday after Q1 results missed expectations and a CEO replacement was announced. Despite the negative reaction, there were some positive aspects in the results and guidance. An updated analysis around Collegium Pharmaceuticals is provided in the paragraphs below. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:COLL - 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
12/31/2028871N/A3672594
12/31/20278561613523595
12/31/20268571033093445
3/31/202679675330331N/A
12/31/202578163328329N/A
9/30/202575758289291N/A
6/30/202570736202203N/A
3/31/202566444197198N/A
12/31/202463169203205N/A
9/30/202459989192194N/A
6/30/2024577100276277N/A
3/31/202456793308309N/A
12/31/202356748274275N/A
9/30/20235479266268N/A
6/30/2023537-11235236N/A
3/31/2023525-29176177N/A
12/31/2022464-25123124N/A
9/30/2022362-439394N/A
6/30/2022314-356769N/A
3/31/2022273435658N/A
12/31/202127772102104N/A
9/30/20213261048790N/A
6/30/2021326107102107N/A
3/31/202132142115121N/A
12/31/202031027-28094N/A
9/30/202030818-28687N/A
6/30/20203020-31359N/A
3/31/2020299-13-34130N/A
12/31/2019297-23N/A28N/A
9/30/2019296-11N/A54N/A
6/30/2019293-22N/A90N/A
3/31/2019291-30N/A131N/A
12/31/2018280-39N/A169N/A
9/30/2018218-66N/A114N/A
6/30/2018160-62N/A59N/A
3/31/201890-70N/A-14N/A
12/31/201728-75N/A-67N/A
9/30/201719-85N/A-77N/A
6/30/20177-98N/A-84N/A
3/31/20174-102N/A-87N/A
12/31/20162-94N/A-75N/A
9/30/20160-76N/A-61N/A
6/30/2016N/A-59N/A-48N/A
3/31/2016N/A-40N/A-31N/A
12/31/2015N/A-20N/A-22N/A
9/30/2015N/A-15N/A-20N/A

アナリストによる今後の成長予測

収入対貯蓄率: COLLの予測収益成長率 (年間43.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: COLLの収益 ( 43.8% ) はUS市場 ( 16.7% ) 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: COLL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: COLLの収益 ( 4.3% ) 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: COLLの収益 ( 4.3% ) 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: COLLの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

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2026/05/11 13:44
終値2026/05/11 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

Collegium Pharmaceutical, Inc. 5 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。13

アナリスト機関
Jenna DavidnerBarclays
Kenneth TrbovichBrean Capital Historical (Janney Montgomery)
Dana FlandersGuggenheim Securities, LLC