Harmony Biosciences Holdings, Inc.

NasdaqGM:HRMY 株式レポート

時価総額:US$2.0b

Harmony Biosciences Holdings 将来の成長

Future 基準チェック /26

Harmony Biosciences Holdings利益と収益がそれぞれ年間19.3%と9.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.5% 18.1%なると予測されています。

主要情報

19.3%

収益成長率

18.08%

EPS成長率

Pharmaceuticals 収益成長14.8%
収益成長率9.5%
将来の株主資本利益率15.54%
アナリストカバレッジ

Good

最終更新日16 Jul 2026

今後の成長に関する最新情報

分析記事 May 11

Harmony Biosciences Holdings, Inc. Just Missed EPS By 21%: Here's What Analysts Think Will Happen Next

As you might know, Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) last week released its latest first-quarter, and...
分析記事 May 09

Results: Harmony Biosciences Holdings, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Shareholders of Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) will be pleased this week, given that the stock...

Recent updates

ナラティブ更新 Jun 19

HRMY: Patent Litigation Resolution Will Support Rare Neurology Pipeline Upside

Harmony Biosciences Holdings' analyst price target has been raised by $10, as analysts point to a major positive development in patent litigation and view recent share weakness as excessive, given updated expectations around growth, profitability, and future P/E assumptions. Analyst Commentary on Harmony Biosciences Holdings Stock Recent Street research on Harmony Biosciences Holdings centers on the patent litigation update, the reset in expectations around growth and profitability, and how these factors feed into updated valuation frameworks and P/E assumptions.
ナラティブ更新 Jun 04

HRMY: Patent Litigation Resolution And Rare Neurology Pipeline Will Drive Future Upside

Analysts have lifted their price target on Harmony Biosciences Holdings to $75.49 from $62.00, citing recent patent litigation updates, views that prior share price weakness related to intellectual property concerns was excessive, and refreshed assumptions for revenue growth, profit margins, discount rate, and future P/E. Analyst Commentary Bullish analysts are framing the recent patent litigation update as a key clearing event for Harmony Biosciences Holdings, arguing that a major source of uncertainty has now been reduced.
ナラティブ更新 May 17

HRMY: Future Franchise Balance Will Reflect Patent Risks And Pediatric Expansion

Analysts recently lifted the fair value estimate for Harmony Biosciences Holdings to $28.00 from $25.00, citing updated views on patent litigation risks, intellectual property overhang, and longer term Wakix cash flow scenarios. These updates are reflected in slightly higher discount rates, modestly weaker revenue growth assumptions, a higher profit margin outlook, and a small change in future P/E expectations.
分析記事 May 14

Investors Can Find Comfort In Harmony Biosciences Holdings' (NASDAQ:HRMY) Earnings Quality

Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) earnings announcement last week didn't impress shareholders...
分析記事 May 11

Harmony Biosciences Holdings, Inc. Just Missed EPS By 21%: Here's What Analysts Think Will Happen Next

As you might know, Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) last week released its latest first-quarter, and...
Seeking Alpha Apr 21

Harmony Biosciences: Four More Wakix Years, Nothing Visible Beyond

Summary Harmony Biosciences is a profitable, single-asset company built on Wakix, generating nearly $1B in annual revenue with strong margins and cash reserves. Despite robust growth and patent runway for Wakix through at least 2030, HRMY has failed to develop or acquire a credible pipeline asset. The market prices HRMY at discounted multiples (~11x earnings, ~1.3x EV/sales), reflecting skepticism about future growth beyond Wakix. I view HRMY as fully valued and recommend a Sell until clear evidence emerges of successful capital deployment into a durable second pillar. Read the full article on Seeking Alpha
ナラティブ更新 Apr 21

HRMY: Patent Trial Outcome And Exclusivity Timeline Will Drive Future Upside

Harmony Biosciences' blended analyst price target has moved lower into a $28 to $36 range, as analysts factor in updated Wakix patent trial commentary, the possibility of earlier generic entry, and reduced confidence in retaining cash flows past 2028. Analyst Commentary Recent research updates have generally moved toward more cautious stances on Harmony Biosciences, with several firms cutting price targets and shifting ratings to Hold or Underperform.
ナラティブ更新 Apr 06

HRMY: Earlier Patent Setback Risk Will Drive Bearish Franchise Repricing

Harmony Biosciences Holdings' latest narrative update reflects a steady fair value estimate alongside a reset in Street price targets, with several analysts trimming their views into a $28 to $36 range as they factor in increased Wakix patent uncertainty and the potential timing of generic entries. Analyst Commentary Recent research updates cluster around a more cautious stance on Harmony Biosciences, with several bearish analysts trimming price targets into the US$28 to US$36 band and shifting ratings toward more neutral positions.
ナラティブ更新 Mar 23

HRMY: Patent Trial Outcomes Will Shape Future Upside Potential

Narrative Update on Harmony Biosciences Holdings The analyst price target range for Harmony Biosciences has been revised lower, with recent cuts to $30, $36 and $28 as analysts factor in increased Wakix patent uncertainty, potential earlier generic entry, and more conservative assumptions around long term cash flows and exclusivity. Analyst Commentary Recent Street research has leaned more cautious on Harmony Biosciences, with several firms trimming price targets and, in some cases, lowering ratings following developments in Wakix patent litigation and updated cash flow assumptions.
ナラティブ更新 Mar 09

HRMY: Earlier Generic Threat To Key Franchise Will Drive Share Repricing

Analysts have reduced their average price target on Harmony Biosciences to $25 from $31. They cite higher perceived patent and exclusivity risks around Wakix, along with more conservative assumptions for long term cash flows and future P/E levels.
ナラティブ更新 Feb 23

HRMY: Legal Overhang On Key Sleep Franchise Will Shape Future Upside

Analysts have modestly lifted their fair value estimate for Harmony Biosciences Holdings from about $46.45 to roughly $47.30, while highlighting legal and generic entry risks to the Wakix franchise and reflecting these concerns in more cautious price targets and ratings. Analyst Commentary Recent Street research around Harmony Biosciences focuses heavily on legal outcomes for Wakix and the timing of potential generic entry, with valuation work and ratings increasingly framed through that risk lens.
ナラティブ更新 Feb 09

HRMY: Sleep Disorder Pipeline And 2025 Outlook Will Support Future Upside

Analysts have trimmed their price target on Harmony Biosciences Holdings to US$45 from US$48, reflecting updated modeling while maintaining that their fundamental outlook for the business from 2025 remains intact. Analyst Commentary Analysts see the revised US$45 price target as a fine tuning of their models rather than a shift in their core stance on Harmony Biosciences Holdings from 2025 onward.
ナラティブ更新 Jan 25

HRMY: Long-Term Sleep Disorder Pipeline Will Drive Future Upside Potential

Narrative Update The analyst price target for Harmony Biosciences Holdings has been revised slightly higher to about $46.45 from roughly $44.55, as analysts refresh their models to reflect updated sales ramps, guidance tweaks, and modestly adjusted long term assumptions for discount rates, margins, and P/E multiples. Analyst Commentary Recent research on Harmony Biosciences Holdings reflects a mix of optimism around execution and caution on valuation and growth durability, which helps explain why the average price target has shifted only modestly.
ナラティブ更新 Jan 11

HRMY: Raised Guidance And Product Pipeline Progress Will Support Bullish Upside Potential

Analysts have slightly reduced their price targets on Harmony Biosciences Holdings, with moves such as Truist trimming its target to $45 from $48 and BofA nudging its target to $32 from $31. They cited updated models that reflect modestly adjusted sales ramps and guidance, while keeping core views on the business intact.
ナラティブ更新 Dec 26

HRMY: Raised Guidance And Strengthening Launch Ramp Will Support Bullish Upside Potential

Analysts have raised their price target on Harmony Biosciences Holdings by $1 to $32, citing a slightly stronger near term launch ramp and 2% upward revisions to Wakix sales forecasts through 2027. Analyst Commentary Bullish analysts point to the improved price target as evidence that execution on the current launch is tracking slightly ahead of prior expectations.
ナラティブ更新 Dec 12

HRMY: Raised Guidance And Core Franchise Strength Will Support Bullish Upside Potential

Analysts have modestly lowered their fair value estimate for Harmony Biosciences Holdings to $62.00 from $70.00, citing tempered long term revenue growth and profit margin expectations, despite slightly higher near term Wakix sales forecasts and recent price target revisions on the Street. Analyst Commentary Bullish analysts acknowledge that the modest trimming of fair value largely reflects more conservative long term assumptions, while near term fundamentals remain resilient.
分析記事 Nov 20

A Piece Of The Puzzle Missing From Harmony Biosciences Holdings, Inc.'s (NASDAQ:HRMY) 28% Share Price Climb

Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) shareholders are no doubt pleased to see that the share price has...
ナラティブ更新 Sep 26

Expanding Sleep And Rare Disease Markets Will Unlock Future Potential

Analysts have reduced Harmony Biosciences’ price target from $50.45 to $44.55, citing negative Phase 3 data for ZYN002 in fragile X syndrome and competitive risks to Wakix, though future catalysts remain, resulting in a more cautious near-term outlook. Analyst Commentary Negative Phase 3 data for ZYN002 in fragile X syndrome raises concerns over Harmony's near-term growth prospects, compounded by the absence of detailed management commentary.
分析記事 Sep 11

A Piece Of The Puzzle Missing From Harmony Biosciences Holdings, Inc.'s (NASDAQ:HRMY) Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
分析記事 Jun 26

Harmony Biosciences Holdings (NASDAQ:HRMY) Seems To Use Debt Rather Sparingly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 May 20

A Piece Of The Puzzle Missing From Harmony Biosciences Holdings, Inc.'s (NASDAQ:HRMY) 26% Share Price Climb

Those holding Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) shares would be relieved that the share price has...
分析記事 May 13

Why Harmony Biosciences Holdings' (NASDAQ:HRMY) Earnings Are Better Than They Seem

Shareholders appeared to be happy with Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) solid earnings report last...
分析記事 May 09

Results: Harmony Biosciences Holdings, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Shareholders of Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) will be pleased this week, given that the stock...
Seeking Alpha Mar 24

Harmony Biosciences: A Compelling Risk-Reward Opportunity

Summary Harmony Biosciences offers a promising investment with one commercial drug, WAKIX, and a robust pipeline, despite some setbacks and risks. The company’s financial health is strong, with significant cash reserves and manageable debt, supporting future R&D and commercialization efforts. Fair value estimates suggest a 70% upside, with a base case valuation of $59.94, and even in a pessimistic scenario, the stock appears fairly valued. Due to dependence on WAKIX, I recommend a cautious 0.5x position, with potential adjustments based on upcoming trial results and stock performance. Read the full article on Seeking Alpha
分析記事 Feb 28

Harmony Biosciences Holdings, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) filed its full-year result this...
分析記事 Feb 15

Harmony Biosciences Holdings, Inc.'s (NASDAQ:HRMY) Shares Not Telling The Full Story

It's not a stretch to say that Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) price-to-earnings (or "P/E") ratio...
Seeking Alpha Jan 24

Harmony Biosciences: Don't Sleep On This Enterprising, Profitable Biotech

Summary Harmony Biosciences Holdings, Inc.'s Wakix, a first-in-class drug for narcolepsy, has shown strong revenue growth and recent label expansion to pediatric patients, with good future growth potential. Despite past challenges, including a short attack and a failed Phase 3 study, Harmony's stock has rebounded, supported by solid financials and strategic product extensions. Harmony's diversified pipeline, including new indications for pitolisant / Wakix, and other Phase 3 candidates, positions it for significant revenue growth and reduced single-asset risk. With strong financial metrics, profitability, and a well-planned growth strategy, HRMY stock is undervalued, making it a compelling “Buy” opportunity for 2025 in my view. Read the full article on Seeking Alpha
Seeking Alpha Nov 11

Harmony Biosciences: sNDA Of WAKIX Brings Additional Value Inflection Points

Summary Harmony Biosciences Holdings, Inc.'s potential expansion of WAKIX targeting patients with idiopathic hypersomnia possible with filing of sNDA expected in Q4 of 2024. Net sales of Wakix in Q3 of 2024 reached $186 million. The company surpassed $2 billion in cumulative net product revenue less than 5 years on the market, highlighting rapid growth. The global hypersomnia market industry is expected to grow to $5 billion by 2032. Read the full article on Seeking Alpha
分析記事 Oct 31

Harmony Biosciences Holdings, Inc. Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting Next

Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) came out with its quarterly results last week, and we wanted to see...
分析記事 Oct 30

Is Harmony Biosciences Holdings (NASDAQ:HRMY) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Sep 25

Many Still Looking Away From Harmony Biosciences Holdings, Inc. (NASDAQ:HRMY)

There wouldn't be many who think Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) price-to-earnings (or "P/E...
User avatar
新しいナラティブ Sep 11

Pitolisant HD's Innovations And Critical Expansions Set To Surge Revenue And Solidify Market Dominance

Expanding the patient base and treatment efficacy for narcolepsy with the high-dose program of pitolisant and pursuing additional indications will significantly grow future revenues.
Seeking Alpha Aug 15

Harmony Biosciences: Advancing An Expanded Pipeline

Summary Today, we are revisiting the biopharma name Harmony Biosciences for the first time in nearly a year and a half. The company is nicely profitable thanks to its flagship product WAKIX and Harmony has a solid balance sheet as well. Harmony Biosciences has made some recent acquisitions that greatly expanded its pipeline and peak sales potential. An updated analysis of Harmony Biosciences stock follows in the paragraphs below. Read the full article on Seeking Alpha
分析記事 Jul 15

Harmony Biosciences Holdings (NASDAQ:HRMY) Has A Rock Solid Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Jun 07

Investors Holding Back On Harmony Biosciences Holdings, Inc. (NASDAQ:HRMY)

Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) price-to-earnings (or "P/E") ratio of 12.6x might make it look...
分析記事 May 03

Harmony Biosciences Holdings, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

It's been a good week for Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) shareholders, because the company has just...
分析記事 Apr 04

These 4 Measures Indicate That Harmony Biosciences Holdings (NASDAQ:HRMY) Is Using Debt Safely

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Feb 09

Market Cool On Harmony Biosciences Holdings, Inc.'s (NASDAQ:HRMY) Earnings

Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) price-to-earnings (or "P/E") ratio of 13.1x might make it look...

業績と収益の成長予測

NasdaqGM:HRMY - 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
12/31/20281,28131238539610
12/31/20271,15726229533811
12/31/20261,01521420928611
3/31/2026899146276342N/A
12/31/2025868159314348N/A
9/30/2025826186281298N/A
6/30/2025773181243259N/A
3/31/2025745153195223N/A
12/31/2024715145192220N/A
9/30/2024682123195221N/A
6/30/2024656115187214N/A
3/31/2024618138208208N/A
12/31/2023582129219219N/A
9/30/2023542151169169N/A
6/30/2023499200161162N/A
3/31/2023472189158158N/A
12/31/2022438181104144N/A
9/30/2022401156115155N/A
6/30/20223645890131N/A
3/31/20223314975115N/A
12/31/202130535-299N/A
9/30/202127112-3171N/A
6/30/202123517-5349N/A
3/31/2021200-7-6636N/A
12/31/2020160-64-5-3N/A
9/30/2020109-110-114-37N/A
6/30/202064-146-146-69N/A
3/31/202026-165-169-92N/A
12/31/20196-187N/A-75N/A

アナリストによる今後の成長予測

収入対貯蓄率: HRMYの予測収益成長率 (年間19.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: HRMYの収益 ( 19.3% ) はUS市場 ( 18.1% ) 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: HRMYの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: HRMYの収益 ( 9.5% ) US市場 ( 12.9% ) よりも低い成長が予測されています。

高い収益成長: HRMYの収益 ( 9.5% ) 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: HRMYの 自己資本利益率 は、3年後には低くなると予測されています ( 15.5 %)。


成長企業の発掘

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2026/07/16 00:39
終値2026/07/16 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

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

Harmony Biosciences Holdings, Inc. 11 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。16

アナリスト機関
Jason Matthew GerberryBofA Global Research
Pete StavropoulosCantor Fitzgerald & Co.
Charles DuncanCantor Fitzgerald & Co.