Ionis Pharmaceuticals 将来の成長
Future 基準チェック /66
Ionis Pharmaceuticals利益と収益がそれぞれ年間62.2%と27.8%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79% 61.5%なると予測されています。
主要情報
62.2%
収益成長率
61.45%
EPS成長率
| Biotechs 収益成長 | 25.2% |
| 収益成長率 | 27.8% |
| 将来の株主資本利益率 | 79.03% |
| アナリストカバレッジ | Good |
| 最終更新日 | 20 May 2026 |
今後の成長に関する最新情報
Recent updates
分析記事 • May 11
Need To Know: Analysts Are Much More Bullish On Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) Revenues
Shareholders in Ionis Pharmaceuticals, Inc. ( NASDAQ:IONS ) may be thrilled to learn that the analysts have just...
ナラティブの更新 • May 02
IONS: Priority FDA Reviews In 2026 Will Support Stronger Earnings Power
Analysts have nudged the Ionis Pharmaceuticals fair value estimate higher to $130 from $120, citing a series of price target increases across the Street and updated assumptions around growth, profitability, and future P/E levels. Analyst Commentary Recent Street research around Ionis Pharmaceuticals has leaned constructive, with a cluster of bullish analysts lifting price targets and reinforcing a positive view on execution and long term growth potential, even as one firm trimmed its target.分析記事 • May 01
Earnings Beat: Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their Forecasts
Ionis Pharmaceuticals, Inc. ( NASDAQ:IONS ) just released its first-quarter report and things are looking bullish. The...
ナラティブの更新 • Apr 18
IONS: Priority Review For Severe Triglycerides Will Reframe 2026 Risk Reward Profile
Analysts have raised their fair value estimate for Ionis Pharmaceuticals by about $3 to $96.73, citing updated assumptions for higher revenue growth, a wider profit margin, and a lower future P/E multiple, along with a series of recent price target increases and positive ratings resets from major firms. Analyst Commentary Recent research updates on Ionis Pharmaceuticals have leaned constructive, with several firms lifting price targets and reiterating positive ratings following the latest quarterly results and pipeline updates.ナラティブの更新 • Apr 04
IONS: Priority FDA Reviews In 2026 Will Support Stronger Profitability Profile
Analysts have lifted the Ionis Pharmaceuticals fair value estimate by $3.24 to $120.00, as they factor in updated assumptions around revenue growth, profit margins, and future P/E multiples following recent price target increases across the Street. Analyst Commentary Bullish analysts have been lifting Ionis Pharmaceuticals price targets across several research updates, which feeds directly into the higher fair value estimate.ナラティブの更新 • Mar 20
IONS: Priority Review For Severe Triglycerides Will Shape 2026 Outlook
Ionis Pharmaceuticals' updated analyst price target moves higher to $93.90 from $90.67. Analysts point to recent target hikes, Q4 results commentary and upcoming 2026 catalysts as key supports for this shift.Seeking Alpha • Mar 20
Ionis Pharmaceuticals' Peak Olezarsen Revenues Are Likely Very Conservative
Summary Ionis Pharmaceuticals (IONS) projects $2B+ peak revenue for Olezarsen, but I believe this is highly conservative given the U.S. addressable market. Olezarsen demonstrated a 72% reduction in triglycerides and 85% reduction in acute pancreatitis events, with no comparable competition in efficacy. Current guidance assumes reaching only 10% of the 1M high-risk U.S. sHTG patients, with pricing likely near $20,000 per patient annually. U.S.-only projections, limited initial rollout, and a robust pipeline suggest significant upside potential beyond current market expectations. Read the full article on Seeking Alpha
ナラティブの更新 • Mar 06
IONS: 2026 Regulatory Event Risk Will Test Elevated Expectations
Ionis Pharmaceuticals' fair value estimate has been raised from $43.00 to about $62.78 as analysts factor in higher long term revenue growth assumptions, updated margin expectations, and recent price target increases following Q4 results, olezarsen progress, and a busy 2026 catalyst calendar. Analyst Commentary Recent Street research on Ionis Pharmaceuticals points to a more constructive stance on the story overall, but there are still threads of caution that matter if you are thinking about risk, valuation, and execution over the next couple of years.ナラティブの更新 • Feb 19
IONS: Late-Stage RNA Programs Will Support Stronger Future Profitability Profile
Analysts have lifted their price target on Ionis Pharmaceuticals by $10, citing updated expectations around revenue growth, profit margins and a lower future P/E assumption, as reflected in recent research from firms covering the stock. Analyst Commentary Recent Street research points to a generally constructive tone on Ionis Pharmaceuticals, with bullish analysts highlighting both valuation and execution angles in their updated work.ナラティブの更新 • Feb 05
IONS: Triglyceride Market Shift And SHTG Launch Progress Will Shape Outlook
Analysts nudged their fair value target for Ionis Pharmaceuticals slightly higher to about US$90.67 from roughly US$90.63, citing updated assumptions around discount rates, revenue growth, profit margins and a higher future P/E, along with recent Street research that highlights evolving expectations for the triglyceride lowering market where Ionis and Arrowhead both participate. Analyst Commentary Bullish Takeaways Bullish analysts view the refreshed fair value near US$90.67 as consistent with a company that could justify a higher future P/E, reflecting confidence in execution rather than only near term trading sentiment.ナラティブの更新 • Jan 22
IONS: Upcoming SHTG Data And Launch Execution Will Support Bullish Thesis
Analysts have lifted their fair value estimate for Ionis Pharmaceuticals to about US$90.63 from roughly US$89.40, citing updated models that reflect recent Q3 performance, higher assumed revenue growth and profit margins, as well as a lower future P/E. This comes alongside Street price target increases to US$94 and US$99 following Tryngolza driven strength and expectations around upcoming SHTG data.ナラティブの更新 • Jan 08
IONS: Late-Stage Data And New Launches Will Shape Balanced Risk Profile
Analysts nudged their fair value estimate for Ionis Pharmaceuticals higher from about $85.95 to roughly $89.40. They pointed to updated models that reflect recent price target increases, added expectations for Tryngolza in FCS and severe hypertriglyceridemia, and revised long term margin and P/E assumptions.ナラティブの更新 • Dec 24
IONS: Late-Stage RNA Pipeline Will Drive Stronger Profitability Outlook
Analysts have raised their fair value estimate for Ionis Pharmaceuticals from approximately $96 to about $117 per share, citing strong Q3 outperformance led by Tryngolza, expanded peak sales assumptions for key lipid programs, and growing confidence in the late-stage pipeline and path to profitability. Analyst Commentary Bullish analysts are increasingly constructive on Ionis Pharmaceuticals following a series of positive catalysts, including strong Q3 performance from Tryngolza, encouraging late-stage data, and visible progress toward breakeven and long term profitability.ナラティブの更新 • Dec 10
IONS: Late-Stage Data And Multiple Launches Will Shape Balanced Long-Term Outlook
Analysts have modestly raised their fair value estimate for Ionis Pharmaceuticals to approximately $86 per share. This reflects higher peak sales assumptions for Tryngolza and other late stage programs, a slightly richer pricing outlook in severe hypertriglyceridemia, and growing confidence in the company reaching multi billion dollar revenue and profitability in the early 2030s.ナラティブの更新 • Nov 26
IONS: Upcoming Late-Stage Data and Recent Regulatory Progress Will Shape Balanced Outlook
Ionis Pharmaceuticals’ analyst price target has been raised from approximately $82 to $85 per share. This reflects analyst optimism following strong Phase 3 trial results, upward sales guidance, and an improved clinical and commercial outlook across multiple pipeline programs.ナラティブの更新 • Nov 05
IONS: Continued Clinical Success Will Drive Meaningful Upside After Recent Regulatory Wins
The consensus analyst price target for Ionis Pharmaceuticals has increased significantly, rising from approximately $77 to over $82. Analysts cite robust clinical trial results, new product milestones, and a strengthened commercial outlook as key drivers behind their upward revisions.分析記事 • Nov 01
Earnings Update: Here's Why Analysts Just Lifted Their Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) Price Target To US$81.91
Ionis Pharmaceuticals, Inc. ( NASDAQ:IONS ) defied analyst predictions to release its third-quarter results, which were...ナラティブの更新 • Oct 22
Analyst Commentary Highlights Ionis Pharmaceuticals’ Upward Price Target and Valuation Amid Key Clinical Wins
Ionis Pharmaceuticals’ analyst price target has been raised from approximately $73 to $77. Analysts cite stronger-than-expected clinical and commercial progress across key late-stage programs, as well as expanded opportunities in rare disease markets.ナラティブの更新 • Oct 08
Pipeline Milestones And Expanding Patient Pools Will Broaden Market Reach
Ionis Pharmaceuticals’ analyst price target has been raised from approximately $69.48 to $73.03, as analysts cite strong Phase 3 results across multiple programs and expanded opportunities in ultra-rare indications, which support increased sales and profit expectations. Analyst Commentary Recent analyst updates on Ionis Pharmaceuticals reveal a nuanced outlook as the company benefits from significant clinical milestones and expanding commercial prospects, but also faces some areas of uncertainty.ナラティブの更新 • Sep 23
Pipeline Milestones And Expanding Patient Pools Will Broaden Market Reach
Analysts increased their price targets for Ionis Pharmaceuticals following "groundbreaking" Phase 3 data for olezarsen, blockbuster expectations, and a major regulatory win for Dawnzera, resulting in a modest consensus target rise from $68.35 to $69.48. Analyst Commentary Bullish analysts significantly raised price targets after Phase 3 trial data for olezarsen/Tryngolza in severe hypertriglyceridemia showed "groundbreaking" or "highly statistically significant" triglyceride reductions and, notably, the first proven benefit in reducing acute pancreatitis.分析記事 • Sep 03
Ionis Pharmaceuticals, Inc.'s (NASDAQ:IONS) 34% Share Price Surge Not Quite Adding Up
Despite an already strong run, Ionis Pharmaceuticals, Inc. ( NASDAQ:IONS ) shares have been powering on, with a gain of...ナラティブの更新 • Aug 27
Pipeline Milestones And Expanding Patient Pools Will Broaden Market Reach
Ionis Pharmaceuticals’ consensus price target edged up to $59.19 as analysts cited favorable FDA approval and label for Dawnzera in hereditary angioedema, strong initial launches, and growing pipeline confidence as key drivers, outweighing modest concerns on Wainua revenues. Analyst Commentary FDA approval of Dawnzera with a favorable, broad label (including both every four and eight week dosing) and absence of major safety warnings, positioning it competitively against Takhzyro and Andembry in hereditary angioedema.分析記事 • Aug 01
Analysts Just Published A Bright New Outlook For Ionis Pharmaceuticals, Inc.'s (NASDAQ:IONS)
Celebrations may be in order for Ionis Pharmaceuticals, Inc. ( NASDAQ:IONS ) shareholders, with the analysts delivering...分析記事 • Jul 30
Is Ionis Pharmaceuticals (NASDAQ:IONS) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jul 03
Ionis Pharmaceuticals, Inc.'s (NASDAQ:IONS) Shares Climb 28% But Its Business Is Yet to Catch Up
Despite an already strong run, Ionis Pharmaceuticals, Inc. ( NASDAQ:IONS ) shares have been powering on, with a gain of...分析記事 • May 30
We Discuss Why Ionis Pharmaceuticals, Inc.'s (NASDAQ:IONS) CEO Compensation May Be Closely Reviewed
Key Insights Ionis Pharmaceuticals will host its Annual General Meeting on 5th of June Salary of US$1.01m is part of...Seeking Alpha • Apr 22
Ionis: Potentially A Great Time To Buy Ahead Of Q1 Earnings (Upgrade)
Summary Ionis will announce its Q1 earnings on April 30th - in my view, the company is in a strong position and its current valuation of $4.5bn is far too low. The company recently secured approval for olezarsen in FCS, and looks odds on for a follow-up approval in SHTG - a "blockbuster" indication. Management believes >$3bn revenues and >$2bn royalties + milestones may be achieveable long-term, with multiple new product launches for wholly-owned and partnered assets. Rival Alnylam enjoys a >$30bn market cap valuation, suggesting Ionis, whose share price may have been artificially depressed by "tariff-gate", may be significantly undervalued. My research suggests Ionis could represent a "strong buy" opportunity as its share price continue to build momentum after hitting a 30-month low of <$25 per share earlier this month. Read the full article on Seeking Alpha
新しいナラティブ • Mar 20
Anticipated Drug Launches Will Shift Biotech Company To Commercial Stage
Ionis is set to boost revenue through first-mover advantage with TRYNGOLZA and other product launches targeting unmet medical needs.業績と収益の成長予測
| 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 |
|---|---|---|---|---|---|
| 12/31/2028 | 2,108 | 141 | 168 | 355 | 18 |
| 12/31/2027 | 1,484 | -216 | -187 | -61 | 25 |
| 12/31/2026 | 890 | -595 | -685 | -606 | 23 |
| 3/31/2026 | 1,058 | -327 | -978 | -911 | N/A |
| 12/31/2025 | 944 | -381 | -326 | -269 | N/A |
| 9/30/2025 | 967 | -256 | -309 | -247 | N/A |
| 6/30/2025 | 944 | -268 | -282 | -231 | N/A |
| 3/31/2025 | 717 | -458 | -560 | -502 | N/A |
| 12/31/2024 | 705 | -454 | -551 | -501 | N/A |
| 9/30/2024 | 803 | -359 | -374 | -352 | N/A |
| 6/30/2024 | 813 | -366 | -375 | -346 | N/A |
| 3/31/2024 | 777 | -385 | -345 | -323 | N/A |
| 12/31/2023 | 788 | -366 | -336 | -308 | N/A |
| 9/30/2023 | 615 | -409 | -574 | -541 | N/A |
| 6/30/2023 | 631 | -309 | -493 | -456 | N/A |
| 3/31/2023 | 576 | -329 | -405 | -377 | N/A |
| 12/31/2022 | 587 | -270 | -294 | -274 | N/A |
| 9/30/2022 | 875 | 7 | 110 | 130 | N/A |
| 6/30/2022 | 849 | -28 | 82 | 98 | N/A |
| 3/31/2022 | 841 | -4 | 35 | 54 | N/A |
| 12/31/2021 | 810 | -29 | 13 | 31 | N/A |
| 9/30/2021 | 661 | -608 | -96 | -75 | N/A |
| 6/30/2021 | 688 | -550 | -59 | -30 | N/A |
| 3/31/2021 | 708 | -495 | -45 | -11 | N/A |
| 12/31/2020 | 729 | -444 | -5 | 36 | N/A |
| 9/30/2020 | 933 | 94 | 173 | 216 | N/A |
| 6/30/2020 | 940 | 145 | 165 | 213 | N/A |
| 3/31/2020 | 959 | 169 | 188 | 230 | N/A |
| 12/31/2019 | 1,123 | 281 | N/A | 346 | N/A |
| 9/30/2019 | 821 | 433 | N/A | 183 | N/A |
| 6/30/2019 | 799 | 402 | N/A | 170 | N/A |
| 3/31/2019 | 752 | 366 | N/A | 697 | N/A |
| 12/31/2018 | 600 | 277 | N/A | 603 | N/A |
| 9/30/2018 | 575 | -41 | N/A | 508 | N/A |
| 6/30/2018 | 548 | -38 | N/A | 563 | N/A |
| 3/31/2018 | 543 | 9 | N/A | 65 | N/A |
| 12/31/2017 | 514 | 19 | N/A | 174 | N/A |
| 9/30/2017 | 507 | 42 | N/A | 127 | N/A |
| 6/30/2017 | 499 | 52 | N/A | 122 | N/A |
| 3/31/2017 | 426 | -15 | N/A | 86 | N/A |
| 12/31/2016 | 373 | -60 | N/A | -112 | N/A |
| 9/30/2016 | 238 | -184 | N/A | -123 | N/A |
| 6/30/2016 | 176 | -227 | N/A | -111 | N/A |
| 3/31/2016 | 258 | -134 | N/A | -12 | N/A |
| 12/31/2015 | 284 | -88 | N/A | 21 | N/A |
| 9/30/2015 | 317 | 14 | N/A | 129 | N/A |
| 6/30/2015 | 312 | 23 | N/A | 95 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: IONSは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。
収益対市場: IONS今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。
高成長収益: IONS今後 3 年以内に収益を上げることが予想されます。
収益対市場: IONSの収益 ( 27.8% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。
高い収益成長: IONSの収益 ( 27.8% ) 20%よりも速いペースで成長すると予測されています。
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: IONSの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 79 %)。
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 | 2026/05/26 19:49 |
| 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
Ionis Pharmaceuticals, Inc. 25 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 |
|---|---|
| James Birchenough | Barclays |
| Eliana Merle | Barclays |
| Huidong Wang | Barclays |