Ionis Pharmaceuticals, Inc.

NasdaqGS:IONS 株式レポート

時価総額:US$12.5b

Ionis Pharmaceuticals 過去の業績

過去 基準チェック /06

Ionis Pharmaceuticalsの収益は年間平均-4%の割合で減少していますが、 Biotechs業界の収益は年間 増加しています。収益は年間33.8% 5.8%割合で 増加しています。

主要情報

-4.01%

収益成長率

-1.22%

EPS成長率

Biotechs 業界の成長17.04%
収益成長率5.79%
株主資本利益率-66.54%
ネット・マージン-30.90%
前回の決算情報31 Mar 2026

最近の業績更新

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
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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.

収支内訳

Ionis Pharmaceuticals 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

NasdaqGS:IONS 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 261,058-3274680
31 Dec 25944-3813940
30 Sep 25967-2563520
30 Jun 25944-2683170
31 Mar 25717-4582910
31 Dec 24705-4542670
30 Sep 24803-3592300
30 Jun 24813-3662390
31 Mar 24777-3852200
31 Dec 23788-3662330
30 Sep 23615-4092100
30 Jun 23631-3091740
31 Mar 23576-3291620
31 Dec 22587-2701500
30 Sep 2287571410
30 Jun 22849-281370
31 Mar 22841-41480
31 Dec 21810-291860
30 Sep 21661-6082070
30 Jun 21688-5502450
31 Mar 21708-4952720
31 Dec 20729-444354535
30 Sep 20933942990
30 Jun 209401452900
31 Mar 209591692930
31 Dec 191,1232812870
30 Sep 198214332690
30 Jun 197994022780
31 Mar 197523662690
31 Dec 186002772450
30 Sep 18575-412240
30 Jun 18548-381820
31 Mar 1854391380
31 Dec 17514191080
30 Sep 1750742810
30 Jun 1749952640
31 Mar 17426-15520
31 Dec 16373-60490
30 Sep 16238-184440
30 Jun 16176-227420
31 Mar 16258-134400
31 Dec 15284-88370
30 Sep 1531714310
30 Jun 1531223270

質の高い収益: IONSは現在利益が出ていません。

利益率の向上: IONS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: IONSは利益が出ておらず、過去 5 年間で損失は年間4%の割合で増加しています。

成長の加速: IONS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: IONS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: IONSは現在利益が出ていないため、自己資本利益率 ( -66.54% ) 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2026/05/26 10:15
終値2026/05/26 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

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 BirchenoughBarclays
Eliana MerleBarclays
Huidong WangBarclays