Incyte（INCY）株式概要
バイオ医薬品会社であるインサイト・コーポレーションは、米国、欧州、カナダ、日本で治療薬の発見、開発、商業化に従事している。 詳細
INCY Community Fair Values
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Analyst Price Targets
Incyte Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$97.16 |
| 52週高値 | US$112.29 |
| 52週安値 | US$63.93 |
| ベータ | 0.80 |
| 1ヶ月の変化 | 2.65% |
| 3ヶ月変化 | -3.85% |
| 1年変化 | 51.23% |
| 3年間の変化 | 55.26% |
| 5年間の変化 | 15.97% |
| IPOからの変化 | 5,081.87% |
最新ニュース
分析記事 • May 10
Impressive Earnings May Not Tell The Whole Story For Incyte (NASDAQ:INCY)
Incyte Corporation ( NASDAQ:INCY ) announced strong profits, but the stock was stagnant. We did some digging, and we...
ナラティブの更新 • May 03
INCY: Future Returns Will Depend On Managing Patent Cliff And Pipeline Execution
Incyte's updated analyst price target has moved from $100.10 to $108.50, reflecting how analysts are weighing a series of recent target hikes from firms such as Oppenheimer, BofA, RBC, Barclays, Morgan Stanley, Piper Sandler and H.C. Wainwright, against more cautious views from UBS and Jefferies focused on patent and long term growth uncertainties. Analyst Commentary Recent research highlights a clear split in how analysts view Incyte, with several firms lifting price targets or initiating with a positive stance, while others focus on patent risk and long term growth questions.Recent updates
分析記事 • May 10
Impressive Earnings May Not Tell The Whole Story For Incyte (NASDAQ:INCY)
Incyte Corporation ( NASDAQ:INCY ) announced strong profits, but the stock was stagnant. We did some digging, and we...ナラティブの更新 • May 03
INCY: Future Returns Will Depend On Managing Patent Cliff And Pipeline Execution
Incyte's updated analyst price target has moved from $100.10 to $108.50, reflecting how analysts are weighing a series of recent target hikes from firms such as Oppenheimer, BofA, RBC, Barclays, Morgan Stanley, Piper Sandler and H.C. Wainwright, against more cautious views from UBS and Jefferies focused on patent and long term growth uncertainties. Analyst Commentary Recent research highlights a clear split in how analysts view Incyte, with several firms lifting price targets or initiating with a positive stance, while others focus on patent risk and long term growth questions.Seeking Alpha • May 01
Incyte: Strong Business, But Risks Remain
Summary Incyte is rated a hold due to strong fundamentals but high revenue concentration in Jakafi ahead of its 2028 patent cliff. INCY trades at 13x P/E, below its historical premium, despite 60% stock appreciation and robust 21% YoY revenue growth. Management guides 2026 net sales at roughly $4.8B, with Jakafi still expected to represent most of the total. Potential launches in 2026 and 2027, including Jakafi XR and povorcitinib, could improve the story. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 18
INCY: Jakafi 2028 Patent Cliff Will Pressure Reliance On Long Dated Pipeline
The analyst price target for Incyte has shifted to reflect a modest fair value increase of about $2, as analysts weigh patent cliff concerns around Jakafi in 2028 against longer term pipeline opportunities and a higher assumed future P/E multiple. Analyst Commentary Recent research has highlighted a split view on Incyte, with some firms lifting price targets while others have taken a more cautious stance.
ナラティブの更新 • Apr 04
INCY: Late Stage Pipeline And 2026 Readouts Will Offset Patent Cliff Risk
Analysts have modestly adjusted their price targets on Incyte, with recent cuts of up to $10 alongside several incremental increases. This reflects a balance between concerns around Jakafi's 2028 patent cliff and confidence in longer term revenue drivers that are considered harder to underwrite today.ナラティブの更新 • Mar 21
INCY: Late Stage Pipeline And 2026 Milestones Will Offset Patent Cliff Risk
Analysts' price targets for Incyte have shifted, with one firm cutting its view from $120 to $94 on patent cliff concerns, while others have nudged targets higher into the $90 to $128 range. This reflects a balance between Jakafi loss of exclusivity risk and longer term pipeline potential.ナラティブの更新 • Mar 07
INCY: Late Stage Pipeline Progress And 2026 Readouts Will Reshape Earnings Power
Incyte's updated analyst price target has nudged higher, with several firms lifting their views into a roughly $117 to $128 range as analysts highlight a clearer revenue roadmap, upcoming Phase 3 catalysts, and a more constructive sector backdrop, despite at least one downgrade on near term catalysts. Analyst Commentary Recent Street research around Incyte has tilted constructive, with several bullish analysts revisiting their models and lifting price targets as they get more confidence in the company’s roadmap and execution plans.ナラティブの更新 • Feb 21
INCY: Late Stage Pipeline Execution Will Reshape Earnings Power Beyond Jakafi
The analyst fair value estimate for Incyte has been raised by $6 to $135. This change reflects recent price target increases across several firms as analysts point to a fuller pipeline, higher assumed revenue growth, a higher future P/E multiple, and offsetting adjustments to discount rate and profit margin assumptions.ナラティブの更新 • Feb 06
INCY: Late Stage Pipeline Reliance Will Face Pressure As Near Term Catalysts Remain Scarce
Analysts have lifted their price targets on Incyte by as much as US$27, citing a fuller late stage pipeline, new coverage with bullish views, and updated assumptions around discount rates, revenue growth, profit margins, and forward P/E that support a higher valuation range. Analyst Commentary Recent research on Incyte has tilted more constructive on potential upside, but there are also clear points of caution that investors should keep in mind when thinking about valuation and execution risk.ナラティブの更新 • Jan 23
INCY: Late Stage Pipeline Execution Will Face Scrutiny As Near Term Catalysts Thin
Narrative Update: Incyte (INCY) The updated analyst price target for Incyte moves from $60 to $70, reflecting analysts' incorporation of higher projected profit margins, a lower future P/E, and recent price target raises that highlight a fuller late stage pipeline and upcoming clinical readouts, even as some research points to fewer near term catalysts. Analyst Commentary Recent Street commentary on Incyte mixes higher price targets with tempered expectations around the pace and reliability of execution.ナラティブの更新 • Jan 09
INCY: Pipeline Progress And Policy Tailwinds Will Reshape Earnings Power
Analysts have lifted their fair value estimate for Incyte to $129 from $92, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E following recent Street research, including the higher $90 price target cited by Goldman Sachs. Analyst Commentary Recent Street research has added a more constructive tone around Incyte, with bullish analysts pointing to updated assumptions on risk, growth, and profitability to support higher valuation frameworks.ナラティブの更新 • Dec 25
INCY: Future Returns Will Hinge On Executing High-Expectation Pipeline Under New Leadership
Analysts have nudged their price target on Incyte slightly higher, to $82 from $81. This reflects a modestly improved fair value estimate even as they caution that the recent share rally has largely priced in high expectations for key pipeline assets and new management.ナラティブの更新 • Dec 11
INCY: Future Returns Will Depend On Delivering High-Risk Hematology Pipeline Milestones
Analysts have nudged their fair value estimate for Incyte higher, lifting the implied price target by about $4 per share to roughly $100. They are balancing moderate upward revisions to growth assumptions and valuation multiples against a view that recent gains already reflect high expectations for key pipeline assets and Opzelura expansion.ナラティブの更新 • Nov 27
INCY: Share Momentum Will Slow As R&D Execution Risks Remain Elevated
Incyte's analyst price target has increased modestly to $95.57 from $93.82. Analysts cite continued pipeline momentum, recent regulatory approvals, and new leadership as key drivers supporting higher valuation expectations.ナラティブの更新 • Nov 12
INCY: Share Momentum Will Stall As Execution Risks Come Into Focus
Incyte's analyst price target has increased from $86.86 to $93.82, as analysts cite improving profit margins, strong product pipeline updates, and enhanced growth visibility following recent regulatory and clinical developments. Analyst Commentary Recent analyst research on Incyte reflects a range of perspectives on the company's valuation, growth potential, and commercial execution.分析記事 • Oct 31
Results: Incyte Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts
Incyte Corporation ( NASDAQ:INCY ) defied analyst predictions to release its quarterly results, which were ahead of...ナラティブの更新 • Oct 29
Upcoming Clinical Data And New Management Will Shape Future Performance
Incyte's analyst fair value price target has been raised by nearly $2 to approximately $87, as analysts point to recent clinical updates and pipeline progress strengthening the company's growth outlook. Analyst Commentary Recent Street research on Incyte reflects a mix of optimism regarding the company's growth drivers and caution about valuation and future risks.ナラティブの更新 • Oct 15
Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape
Incyte's analyst price target has increased slightly from $83.62 to $84.76, as analysts cite ongoing commercial momentum and incremental advances in the company's growth drivers. Analyst Commentary Recent analyst activity reflects a range of perspectives on Incyte’s outlook, with notable adjustments to ratings and price targets based on pipeline progress, commercial momentum, and valuation concerns.ナラティブの更新 • Sep 26
Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape
Increased analyst confidence in Incyte’s pipeline progress, strong Opzelura execution, and management’s ability to offset Jakafi’s patent expiry has driven the consensus price target up from $81.55 to $83.62. Analyst Commentary Bullish analysts highlight increased visibility and incremental growth from FDA approval of Opzelura for pediatric atopic dermatitis, along with strong commercial execution under new leadership.ナラティブの更新 • Sep 11
Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape
Analysts have modestly raised Incyte’s price target to $81.55, citing strengthened leadership, increased confidence in commercial execution, and upcoming pivotal data readouts—though concerns about Jakafi’s patent expiry remain a key overhang. Analyst Commentary Bullish analysts cite increased confidence in Incyte's commercial execution, multiple promising pipeline assets ("shots on goal"), and strengthened leadership, particularly following meetings with new CEO Bill Meury and Head of R&D.分析記事 • Aug 14
Incyte Corporation's (NASDAQ:INCY) Price Is Right But Growth Is Lacking After Shares Rocket 26%
NasdaqGS:INCY 1 Year Share Price vs Fair Value Explore Incyte's Fair Values from the Community and select yours Despite...ナラティブの更新 • Aug 07
Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape
With both Incyte’s future P/E and revenue growth forecasts holding steady, analysts maintained their price target at $80.83. What's in the News FDA approved Monjuvi (tafasitamab-cxix) with rituximab and lenalidomide for relapsed/refractory follicular lymphoma, showing significant improvement in progression-free survival.分析記事 • Aug 06
Additional Considerations Required While Assessing Incyte's (NASDAQ:INCY) Strong Earnings
Incyte Corporation's ( NASDAQ:INCY ) stock was strong after they recently reported robust earnings. However, we think...Seeking Alpha • Mar 18
Incyte: Still A 'Buy' Despite HS Treatment Data With Povorcitinib
Summary Statistical significance achieved with both doses of povorcitinib in both phase 3 STOP-HS studies treating patients with Hidradenitis suppurativa. The global Hidradenitis Suppurativa market size is expected to be worth $1.57 billion by 2031; Incyte can do well in biologic experienced HS patients. Regulatory discussions possible of expanded approval of OPZELURA for Prurigo Nodularis patients; However, regulatory discussion will be needed to determine if one phase 3 study will be enough for filing. Incyte's revenues continues to grow, with full-year 2024 revenues reaching $4.2 billion, a 15% YoY increase, driven by JAKAFI and OPZELURA. Read the full article on Seeking Alpha株主還元
| INCY | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | 2.1% | 2.4% | 1.1% |
| 1Y | 51.2% | 34.6% | 28.7% |
業界別リターン: INCY過去 1 年間で34.6 % 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: INCY過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。
価格変動
| INCY volatility | |
|---|---|
| INCY Average Weekly Movement | 3.5% |
| Biotechs Industry Average Movement | 10.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: INCY 、 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: INCYの 週次ボラティリティ ( 4% ) 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 |
|---|---|---|---|
| 1991 | 2,844 | Bill Meury | www.incyte.com |
バイオ医薬品企業であるインサイト・コーポレーションは、米国、欧州、カナダ、日本において治療薬の発見、開発、商業化に従事している。同社は、骨髄線維症（MF）、真性多血症、ステロイド抵抗性急性移植片対宿主病の治療薬JAKAFI、慢性骨髄性白血病およびフィラデルフィア染色体陽性急性リンパ芽球性白血病の治療薬キナーゼ阻害剤ICLUSIGを提供している；びまん性大細胞型B細胞リンパ腫および濾胞性リンパ腫の治療薬MONJUVI/ MINJUVI、慢性移植片対宿主病の治療薬NIKTIMVO。また、本態性血小板血症およびMFの治療薬INCA033989、抗変異型カルレティキュリンおよび骨髄増殖性新生物（MPN）の治療薬INCA035784、MPNの治療薬INCB160058も提供しています；切除不能な胆道がん、転移性胆管がんおよび骨髄性／リンパ性新生物の治療薬である選択的線維芽細胞増殖因子受容体キナーゼ阻害薬PEMAZYRE、転移性または再発性の局所進行メルケル細胞がんを有する成人の治療薬ZYNYZ。臨床段階にある製品としては、卵巣がん治療薬INCB123667、固形がん治療薬INCB161734、がん治療薬INCA33890、アトピー性皮膚炎、汗腺膿瘍、結節性痒疹治療薬ルキソリチニブクリーム、HS、非分節性白斑、結節性痒疹、喘息治療薬ポボルシチニブ、進行性骨化性線維異形成症治療薬INCB00928などがある。ノバルティス社、リリー社、シンダックス社と提携およびライセンス契約を結んでいる。同社は製品を専門薬局、小売薬局、病院薬局、流通業者に販売している。同社は以前はIncyte Genomics Inc.として知られていたが、2003年3月にIncyte Corporationに社名を変更した。1991年に法人化され、デラウェア州ウィルミントンに本社を置く。
Incyte Corporation 基礎のまとめ
| INCY 基礎統計学 | |
|---|---|
| 時価総額 | US$19.41b |
| 収益（TTM） | US$1.43b |
| 売上高(TTM) | US$5.36b |
13.6x
PER（株価収益率3.6x
P/SレシオINCY は割高か？
公正価値と評価分析を参照収益と収入
| INCY 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.36b |
| 売上原価 | US$2.53b |
| 売上総利益 | US$2.83b |
| その他の費用 | US$1.40b |
| 収益 | US$1.43b |
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） | 7.17 |
| グロス・マージン | 52.77% |
| 純利益率 | 26.71% |
| 有利子負債／自己資本比率 | 0% |
INCY 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 | 2026/05/25 16:08 |
| 終値 | 2026/05/22 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
Incyte Corporation 23 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。44
| アナリスト | 機関 |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Thomas Russo | Baird |
| Peter Lawson | Barclays |