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Incyte Corporation

NasdaqGS:INCY 株式レポート

時価総額:US$24.8b

  • 会社概要
    • 評価
    • 将来の成長
    • 過去の実績
    • 財務の健全性
    • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

Incyte 配当と自社株買い

配当金 基準チェック /06

Incyte配当金を支払った記録がありません。

主要情報

n/a

配当利回り

-1.2%

バイバック利回り

総株主利回り-1.2%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

Seeking Alpha • 21h

Incyte: Priced For Success, With No Margin Of Safety

Summary Incyte Corporation is rated Sell due to a valuation that bakes in high pipeline success probabilities, leaving little upside for new investors. INCY's commercial business, led by Jakafi and Opzelura, is valued at ~$83.55/share,  and adding research pipeline ~$101/share ,well below the current ~$122/share price. The market price implies a ~70% probability of success across seven key pipeline assets, a level seen as aggressive given actual risk profiles. Upcoming catalysts are dense, but unless major pipeline wins materialize, the stock offers little margin of safety and is vulnerable to negative news flow. Read the full article on Seeking Alpha
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ナラティブ更新 • Sep 08

INCY: Future Returns Will Hinge On KRAS Data And Post Jakafi Execution

Analysts have nudged their average price target higher for Incyte, with fair value rising from about $124.96 to $127.74. They cite broadly supportive Q2 research updates that highlight solid commercial execution, a fuller late stage pipeline and a series of higher individual targets that now cluster between roughly $104 and $152.
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ナラティブ更新 • Aug 25

INCY: Post Jakafi Cliff Risk Will Limit Vega Bleeding Franchise Upside

Analysts have lifted their blended price target and fair value estimate for Incyte, with the model now pointing to about $92.65 per share. This move is supported by a wave of higher Street targets following solid Q2 results, increased confidence in late stage assets such as VGA039 and '734, and an updated outlook that assumes a richer future P/E multiple alongside slightly higher discounting and a more resilient profit margin profile, despite more cautious revenue growth assumptions.
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ナラティブ更新 • Aug 11

INCY: Future Returns Will Depend On Post Jakafi Pipeline And Execution

The analyst price target for Incyte has been reset higher from $114.55 to $124.96 as analysts factor in a series of post Q2 target hikes that highlight solid commercial execution, clearer post Jakafi plans, and a portfolio that some see as increasingly supported by late-stage assets and potential upcoming catalysts. Analyst Commentary Recent research views on Incyte show a mix of optimism around execution and pipeline progress, alongside ongoing questions about how the company handles the eventual Jakafi loss of exclusivity and competition in key disease areas.
分析記事 • Jul 31

Earnings Beat: Incyte Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

A week ago, Incyte Corporation ( NASDAQ:INCY ) came out with a strong set of quarterly numbers that could potentially...
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ナラティブ更新 • Jul 28

INCY: Future Returns Will Hinge On Replacing Jakafi And Advancing Hematology Pipeline

Analysts have lifted the Incyte fair value estimate from $108.50 to about $114.55, reflecting modestly higher assumptions for revenue growth, profit margins and future P/E, along with a slightly lower discount rate, based on a recent series of upward price target revisions across the Street. Analyst Commentary Recent research on Incyte shows a mix of optimism and caution.
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ナラティブ更新 • Jul 14

INCY: Post Jakafi Cliff Will Outweigh Vega Von Willebrand Opportunity

Analysts have lifted the fair value estimate for Incyte stock from $79.38 to $82.16, citing refreshed revenue growth assumptions, updated margins, and a higher future P/E multiple supported by recent price target increases from several research firms following the Vega Therapeutics acquisition and evolving views on the post Jakafi portfolio. Analyst Commentary Recent research on Incyte reflects a mix of optimism around pipeline additions like Vega Therapeutics and continued caution around execution and life after Jakafi.
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ナラティブ更新 • Jun 30

INCY: Jakafi 2028 Cliff Will Challenge Vega Von Willebrand Acquisition

Incyte's analyst price targets have moved higher, with recent raises into the $94 to $113 range as analysts factor in the Vega Therapeutics acquisition, updated expectations for von Willebrand disease assets, and management's efforts to prepare for Jakafi's eventual loss of exclusivity. Analyst Commentary Recent research coverage on Incyte highlights a mixed backdrop, with several firms lifting price targets into the mid to high US$90s and low US$100s while keeping ratings largely in the middle of the road.
分析記事 • Jun 17

Incyte (INCY) Stock Could Be 8.1% Undervalued After FDA Priority Review And Trial Results

Recent interest in Incyte (INCY) stock is closely tied to fresh clinical and regulatory milestones, including pivotal data for zilurgisertib in fibrodysplasia ossificans progressiva and Phase 3 results for tafasitamab plus lenalidomide with R-CHOP. See our latest analysis for Incyte. Incyte stock has cooled slightly in the very short term, with a 1-day share price return of 2.19% and a 7-day share price return of 5.35%. However, the 1-year total shareholder return of 46.11% and 3-year total...
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ナラティブ更新 • Jun 16

INCY: Hematology Pipeline And Vega Acquisition Will Cushion Upcoming Patent Cliff

Analysts have nudged the fair value estimate for Incyte up by $5 to $140, citing the Vega Therapeutics acquisition and its Phase 3-ready von Willebrand disease asset as a potential long-term offset to Jakafi loss of exclusivity, while also modestly adjusting assumptions for revenue growth, profit margins, discount rate, and future P/E. Analyst Commentary Recent research on Incyte highlights a split view.
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ナラティブ更新 • Jun 02

INCY: Jakafi 2028 Cliff Will Expose Uncertain mutCALR Pipeline Transition

Analysts have nudged their fair value estimate for Incyte higher to about $74.53 from $72.33, reflecting updated views on long term revenue pressure after Jakafi’s expected loss of exclusivity, incremental support from early stage assets like INCA033989, and mixed sentiment on longer term growth that has also led to a slightly higher assumed P/E multiple. Analyst Commentary Analyst views on Incyte remain mixed, with the core debate centered on how the company will handle the patent cliff tied to Jakafi and whether early stage assets like INCA033989 can eventually support the current valuation.
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...
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.

決済の安定と成長

配当データの取得

安定した配当: INCYの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: INCYの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

Incyte 配当利回り対市場
INCY 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (INCY)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.1%
業界平均 (Biotechs)2.2%
アナリスト予想 (INCY) (最長3年)0%

注目すべき配当: INCYは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: INCYは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: INCYの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: INCYが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

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2026/09/15 04:36
終値2026/09/15 00:00
収益2026/06/30
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
  • SECフォーム10-K
  • SECフォーム10-Q
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
  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
  • 配当、分割、措置
  • ICEマーケットデータ
  • SECフォームS-1
所有権10年
  • トップ株主
  • インサイダー取引
  • SECフォーム4
  • SECフォーム13D
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
  • SECフォーム10-K
  • SECフォームDEF 14A
主な進展10年
  • 会社からのお知らせ
  • SECフォーム8-K

* 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や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 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 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。48

アナリスト機関
Jasper HellwegArgus Research Company
Thomas RussoBaird
Etzer DaroutBarclays

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