This company has been acquired
The company may no longer be operating, as it has been acquired. Find out why through their latest events.
Amicus Therapeutics 過去の業績
過去 基準チェック /06
Amicus Therapeuticsは33.6%の年平均成長率で業績を伸ばしているが、Biotechs業界はgrowingで30.5%毎年増加している。売上は成長しており、年平均18.2%の割合である。
主要情報
33.64%
収益成長率
36.29%
EPS成長率
| Biotechs 業界の成長 | 17.04% |
| 収益成長率 | 18.18% |
| 株主資本利益率 | -9.89% |
| ネット・マージン | -4.27% |
| 前回の決算情報 | 31 Dec 2025 |
最近の業績更新
Recent updates
ナラティブ更新 • Apr 18
FOLD: Acquisition Vote And Buyer Franchise Shifts Will Shape Risk Balance
Analysts held their fair value estimate for Amicus Therapeutics steady at $14.50, while making only small tweaks to discount rate and long term P/E assumptions as they weighed both updated views on BioMarin's Voxzogo franchise and the expected closing of the Amicus acquisition in upcoming quarters. Analyst Commentary Street research around the pending Amicus and BioMarin combination is mixed, with price target changes on BioMarin reflecting updated views on the Voxzogo franchise, competitive risk, and the role of Amicus in the combined company.ナラティブ更新 • Apr 03
FOLD: Acquisition Vote And Rare Disease Franchise Outlook Will Guide Risk Balance
Analysts have made only a marginal adjustment to their Amicus Therapeutics price target, keeping fair value at $14.50 while tweaking underlying assumptions on growth, profitability and long term P/E to reflect updated views around the planned BioMarin acquisition and related rare disease franchise expectations. Analyst Commentary Street research around the proposed BioMarin acquisition gives you a clearer picture of what is influencing sentiment on Amicus, with views split between confidence in the rare disease platform and caution around specific product and execution risks.ナラティブ更新 • Mar 20
FOLD: Acquisition Vote And Mixed BioMarin Outlook Will Shape Future Risk Balance
Narrative Update on Amicus Therapeutics The latest analyst work has kept the fair value estimate for Amicus Therapeutics steady at $14.50, with only modest tweaks to assumptions such as discount rate, revenue growth, profit margin, and future P/E as analysts factor in recent Street research around the planned BioMarin acquisition and its expected impact on the combined business. Analyst Commentary Street research around the BioMarin and Amicus tie up is giving investors a mixed set of signals, with most of the detailed commentary aimed at BioMarin but clearly informed by expectations for the combined company once the acquisition closes.ナラティブ更新 • Mar 06
FOLD: Acquisition Progress And Mixed BioMarin Outlook Will Shape Measured Risk Profile
Analysts have modestly adjusted their outlook on Amicus Therapeutics, keeping fair value around $14.50 while slightly revising assumptions on discount rate, revenue growth, profit margin, and future P/E as they factor in the evolving acquisition narrative with BioMarin and recent Street research commentary. Analyst Commentary Street research around the BioMarin acquisition has focused heavily on how Amicus might fit into a larger rare disease portfolio, and what that could mean for valuation, execution risk, and longer term growth optionality.ナラティブ更新 • Feb 19
FOLD: BioMarin Deal Terms And Sector Caution Will Shape Balanced Outlook
Analysts have adjusted their price target for Amicus Therapeutics to $14.50, reflecting updated assumptions for the discount rate and future P/E while keeping fair value unchanged at $14.50, as recent Street research has prompted a more cautious stance on the sector. Analyst Commentary Street research around rare disease names has turned more cautious, and that is feeding into how analysts frame Amicus Therapeutics at the current US$14.50 fair value.ナラティブ更新 • Feb 05
FOLD: BioMarin Deal Terms And 2025 Execution Will Shape Balanced Outlook
Narrative Update on Amicus Therapeutics Analysts have trimmed their price target for Amicus Therapeutics from US$14.80 to US$14.50, citing updated assumptions around discount rates, revenue growth, profit margins, and a slightly lower future P/E multiple following recent research updates on the sector. Analyst Commentary Recent research on Amicus Therapeutics has focused on how its current valuation lines up with execution risk and growth expectations, particularly in light of sector wide revisions that have led to a modest trim in the price target.ナラティブ更新 • Jan 21
FOLD: BioMarin Sale Terms And 2025 Profitability Milestones Will Guide Upside
Analysts have modestly revised their price target for Amicus Therapeutics to US$14.80, reflecting updated assumptions around the discount rate, expected revenue growth, profit margins and future P/E that remain broadly consistent with prior estimates. Analyst Commentary Bullish Takeaways Bullish analysts view the revised US$14.80 target as consistent with their existing thesis, noting that the updated discount rate and P/E assumptions still support the current valuation framework.ナラティブ更新 • Jan 07
FOLD: Sale To BioMarin And 2025 Profit Outlook Will Define Upside
Analysts have trimmed their price target for Amicus Therapeutics to US$14.80 from US$15.60, reflecting slightly more cautious assumptions on revenue growth, profit margins and future P/E multiples. What's in the News BioMarin Pharmaceutical agreed to acquire Amicus Therapeutics for US$4.7b in cash, valuing the company at US$14.50 per share.
ナラティブ更新 • Dec 13
FOLD Galafold IP Outcomes Will Support Upside Repricing In This Undervalued Rare-Disease Name
Analysts have modestly trimmed their fair value estimate on Amicus Therapeutics from $22.00 to $21.00 per share, reflecting slightly lower long term growth and profitability assumptions, even as recent Buy ratings and supportive views on the Galafold IP outlook underpin a still constructive stance on the stock. Analyst Commentary Bullish analysts highlight that recent rating upgrades and target prices continue to signal confidence in Amicus Therapeutics valuation, even with slightly tempered long term assumptions.Seeking Alpha • Nov 11
Amicus Therapeutics: Moving Towards Consistent Profitability
Summary Amicus Therapeutics (FOLD) is progressing toward profitability, driven by strong Q3 results and expanding global approvals for its rare disease therapies. FOLD's revenue grew 19.5% year-over-year, with Galafold and Pombiliti + Opfolda showing robust sales growth and management reaffirming FY2025 guidance. Amicus recently added DMX-200 to pipeline, licensing it from Dimerix, and targets FSGS, a rare kidney disease, and could add significant future growth potential for FOLD. An updated analysis around Amicus Therapeutics follows in the paragraphs below. Read the full article on Seeking Alphaナラティブ更新 • Nov 03
FOLD: Key Patent Win Will Sustain Long-Term Product Exclusivity
Amicus Therapeutics' analyst price target has increased modestly to $15.60 per share, as analysts cite recent legal developments and upgraded ratings. These factors underscore the company's improving outlook.ナラティブ更新 • Oct 20
Improved Diagnostics And Genomics Will Broaden Treatment Access
Analysts have raised their price target for Amicus Therapeutics from $15.36 to $15.60 per share, citing an improved revenue growth outlook, higher profit margin estimates, and recent positive developments in the company's intellectual property litigation. Analyst Commentary Recent analyst updates highlight a mix of optimism and lingering caution regarding Amicus Therapeutics’ future prospects.ナラティブ更新 • Oct 06
Improved Diagnostics And Genomics Will Broaden Treatment Access
The analyst price target for Amicus Therapeutics was revised downward by $0.73 to $15.36 per share. Analysts cite mixed industry dynamics and recent legal updates influencing valuation assumptions.分析記事 • Aug 24
There's No Escaping Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Muted Revenues Despite A 26% Share Price Rise
The Amicus Therapeutics, Inc. ( NASDAQ:FOLD ) share price has done very well over the last month, posting an excellent...分析記事 • Jul 31
Is Amicus Therapeutics (NASDAQ:FOLD) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...新しいナラティブ • May 06
Dimerix Collaboration Will Open Opportunities In US And Europe
Strategic partnerships, robust product launches, and market diversification are key drivers of expected future revenue growth for Amicus Therapeutics.分析記事 • Apr 11
Amicus Therapeutics, Inc. (NASDAQ:FOLD) Not Doing Enough For Some Investors As Its Shares Slump 27%
The Amicus Therapeutics, Inc. ( NASDAQ:FOLD ) share price has fared very poorly over the last month, falling by a...分析記事 • Mar 27
Is Amicus Therapeutics (NASDAQ:FOLD) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Mar 17
Amicus Therapeutics Is Very Attractive At Current Prices (Rating Upgrade)
Summary Amicus Therapeutics, Inc., with two approved rare-disease therapies, shows strong revenue growth and market potential despite a 30% stock decline since 2021. Galafold and Pombiliti+Opfolda are driving revenue, with significant market share and potential label expansions, targeting $1bn revenue by 2028. The company has a solid financial position, minimal near-term competition, and a favorable patent settlement with Teva, ensuring market exclusivity until 2037. Despite a limited pipeline, Amicus's commercial strategy and growth prospects make FOLD stock an attractive BUY at current prices. Read the full article on Seeking Alpha分析記事 • Dec 30
Investors Aren't Buying Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Revenues
You may think that with a price-to-sales (or "P/S") ratio of 5.8x Amicus Therapeutics, Inc. ( NASDAQ:FOLD ) is a stock...Seeking Alpha • Dec 27
Amicus Therapeutics: Cheap Heading Into 2025
Summary Amicus Therapeutics, Inc.'s shares are down 15% recently despite a profitable Q3 2024 and raised FY2024 outlook, potentially due to market overreaction. The company markets Galafold for Fabry disease and Pombiliti + Opfolda for Pompe disease. Galafold dominates its market segment, and a licensing deal with Teva de-risks future growth, positioning it for a continued revenue increase. Analyst firms are optimistic on the stock, with multiple Buy ratings and price targets up to $21, expecting significant revenue growth through FY2028. An updated analysis around Amicus Therapeutics follows in the paragraphs below. Read the full article on Seeking Alpha分析記事 • Nov 10
Here's Why Amicus Therapeutics (NASDAQ:FOLD) Has A Meaningful Debt Burden
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Oct 18
Amicus: Teva Settlement Clears Revenue Path Forward For Galafold
Summary Amicus Therapeutics settled litigation with Teva, preventing a generic version of Galafold for Fabry Disease until 2037, ensuring revenue growth. Pombiliti + Opfolda approved for late-onset Pompe Disease, with potential label expansion to children and infants with successful studies, boosting market opportunity. Galafold sales grew 17% YoY to $110.8 million in Q2 of 2024, with full-year 2024 revenue growth guidance raised to 14%-18%. The global Pompe Disease treatment market size is projected to grow to $1.53 billion by 2032. Read the full article on Seeking AlphaSeeking Alpha • Sep 29
'Boring' Amicus Therapeutics Is Making Progress
Summary Amicus Therapeutics is making steady progress towards promised profitability, driven by the continued growth of Galafold and the launch of Pombiliti+Opfolda. The "beat-and-raise" guidance profile is missing this year and could partially explain the lack of the year-to-date share price momentum. Pombiliti+Opfolda's launch is progressing well, with patients switching from both Nexviazyme and Lumizyme. Amicus is transitioning to a profitable biopharma, with potential for future R&D investments as it can't solely rely on current products long term. Read the full article on Seeking AlphaSeeking Alpha • Aug 16
Amicus Therapeutics: A Compelling Investment In The Rare Disease Biotech Sector
Summary Amicus Therapeutics focuses on rare diseases like Fabry and Pompe, with Galafold and Pombiliti as main value drivers. Galafold is the only oral treatment for Fabry disease, stabilizing the alpha-Gal A enzyme and capturing significant market share. Pombiliti, combined with Opfolda, treats late-onset Pompe disease, showing strong adoption and receiving multiple awards for its efficacy. FOLD trades at a premium, but its promising cash flow potential and revenue growth trajectory make it a reasonable GARP stock. Despite revenue concentration risks, FOLD's outlook looks favorable, so I rate it a "strong buy" for investors who understand biotech risks. Read the full article on Seeking Alpha分析記事 • Jul 02
Little Excitement Around Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Revenues
With a price-to-sales (or "P/S") ratio of 6.9x Amicus Therapeutics, Inc. ( NASDAQ:FOLD ) may be sending bullish signals...分析記事 • Jun 06
Here's Why Amicus Therapeutics (NASDAQ:FOLD) Can Afford Some Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • May 20
Amicus Therapeutics: Too Cheap At Under $10 A Share
Summary Amicus Therapeutics has recently seen its shares slide under $10, despite strong revenue growth. The company's products, Galafold and Pombiliti + Opfolda, have significant sales potential and are seeing good sales traction. Analyst firms are also largely positive on the company's prospects. An analysis of Amicus Therapeutics is presented in the paragraphs below. Read the full article on Seeking Alpha分析記事 • Mar 27
Amicus Therapeutics, Inc. (NASDAQ:FOLD) Looks Inexpensive But Perhaps Not Attractive Enough
With a price-to-sales (or "P/S") ratio of 8.5x Amicus Therapeutics, Inc. ( NASDAQ:FOLD ) may be sending bullish signals...Seeking Alpha • Feb 29
Amicus Therapeutics: Expect Improved Commercial Momentum In 2024
Summary Amicus Therapeutics should deliver strong topline growth with expanding margins and increasing cash flows in 2024. Galafold should continue to be a decent growth contributor but the launch of Pombiliti+Opfolda is the key growth driver in 2024 and the following years. Pombiliti+Opfolda is off to a solid start, although the majority of commercial patients were those switching from Amicus' clinical trials. The combination of strong top and bottom line growth should attract a different kind of investor going forward. Read the full article on Seeking Alpha分析記事 • Dec 19
Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Share Price Could Signal Some Risk
It's not a stretch to say that Amicus Therapeutics, Inc.'s ( NASDAQ:FOLD ) price-to-sales (or "P/S") ratio of 10x right...分析記事 • Jul 06
Amicus Therapeutics (NASDAQ:FOLD) Is Carrying A Fair Bit Of Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • May 14
Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Revenues Are Not Doing Enough For Some Investors
You may think that with a price-to-sales (or "P/S") ratio of 9.5x Amicus Therapeutics, Inc. ( NASDAQ:FOLD ) is a stock...収支内訳
収支内訳
Amicus Therapeutics 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 Dec 25 | 634 | -27 | 383 | 136 |
| 30 Sep 25 | 599 | -14 | 353 | 142 |
| 30 Jun 25 | 571 | -38 | 338 | 145 |
| 31 Mar 25 | 543 | -29 | 327 | 109 |
| 31 Dec 24 | 528 | -56 | 323 | 109 |
| 30 Sep 24 | 494 | -105 | 307 | 114 |
| 30 Jun 24 | 456 | -120 | 297 | 129 |
| 31 Mar 24 | 423 | -147 | 289 | 139 |
| 31 Dec 23 | 399 | -152 | 275 | 152 |
| 30 Sep 23 | 372 | -174 | 259 | 181 |
| 30 Jun 23 | 351 | -185 | 241 | 193 |
| 31 Mar 23 | 337 | -204 | 229 | 237 |
| 31 Dec 22 | 329 | -237 | 213 | 277 |
| 30 Sep 22 | 323 | -264 | 216 | 298 |
| 30 Jun 22 | 321 | -281 | 215 | 305 |
| 31 Mar 22 | 318 | -270 | 204 | 289 |
| 31 Dec 21 | 306 | -250 | 193 | 272 |
| 30 Sep 21 | 294 | -239 | 179 | 266 |
| 30 Jun 21 | 282 | -252 | 171 | 277 |
| 31 Mar 21 | 267 | -254 | 163 | 283 |
| 31 Dec 20 | 261 | -277 | 156 | 308 |
| 30 Sep 20 | 246 | -295 | 156 | 321 |
| 30 Jun 20 | 227 | -293 | 158 | 310 |
| 31 Mar 20 | 209 | -325 | 166 | 311 |
| 31 Dec 19 | 182 | -356 | 170 | 286 |
| 30 Sep 19 | 160 | -345 | 272 | 145 |
| 30 Jun 19 | 131 | -442 | 265 | 224 |
| 31 Mar 19 | 109 | -419 | 251 | 188 |
| 31 Dec 18 | 91 | -349 | 127 | 271 |
| 30 Sep 18 | 73 | -340 | 117 | 251 |
| 30 Jun 18 | 64 | -293 | 106 | 154 |
| 31 Mar 18 | 49 | -279 | 97 | 151 |
| 31 Dec 17 | 37 | -284 | 88 | 141 |
| 30 Sep 17 | 25 | -273 | 82 | 137 |
| 30 Jun 17 | 16 | -208 | 78 | 122 |
| 31 Mar 17 | 9 | -211 | 78 | 109 |
| 31 Dec 16 | 5 | -200 | 71 | 105 |
| 30 Sep 16 | 2 | -184 | 72 | 88 |
| 30 Jun 16 | 0 | -175 | 70 | 100 |
| 31 Mar 16 | 0 | -152 | 59 | 90 |
| 31 Dec 15 | 0 | -132 | 50 | 74 |
| 30 Sep 15 | 0 | -110 | 36 | 62 |
| 30 Jun 15 | 0 | -90 | 25 | 30 |
質の高い収益: FOLDは現在利益が出ていません。
利益率の向上: FOLDは現在利益が出ていません。
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: FOLDは利益を出していないが、過去 5 年間で年間33.6%の割合で損失を削減してきた。
成長の加速: FOLDの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: FOLDは利益が出ていないため、過去 1 年間の収益成長をBiotechs業界 ( 43% ) と比較することは困難です。
株主資本利益率
高いROE: FOLDは現在利益が出ていないため、自己資本利益率 ( -9.89% ) はマイナスです。
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 | 2026/04/29 20:10 |
| 終値 | 2026/04/24 00:00 |
| 収益 | 2025/12/31 |
| 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
Amicus Therapeutics, 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。23
| アナリスト | 機関 |
|---|---|
| John Eade | Argus Research Company |
| Michael Ulz | Baird |
| Zhiqiang Shu | Berenberg |