Legend Biotech 将来の成長
Future 基準チェック /56
Legend Biotech利益と収益がそれぞれ年間53.2%と17.8%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28.9% 108%なると予測されています。
主要情報
53.2%
収益成長率
107.96%
EPS成長率
| Biotechs 収益成長 | 25.5% |
| 収益成長率 | 17.8% |
| 将来の株主資本利益率 | 28.90% |
| アナリストカバレッジ | Good |
| 最終更新日 | 18 May 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブの更新 • May 03
LEGN: CARTITUDE 5 And In Vivo Pipeline Will Drive Future Upside Potential
Legend Biotech's analyst fair value estimate has been reduced by $5 to $86, as analysts factor in slightly higher risk, more measured revenue and margin assumptions, and modestly updated price targets following recent research and Q4 commentary. Analyst Commentary Bullish analysts are trimming price targets by small amounts rather than making wholesale changes, which points to a more measured reset in expectations rather than a clear shift in sentiment.Seeking Alpha • Apr 24
Legend Biotech: Undervalued Leader In The CAR-T Race
Summary In my opinion, Legend Biotech Corporation is an attractive acquisition target for Johnson & Johnson. Carvykti, which they are jointly developing, is quickly catching up in sales with Darzalex, J&J's blockbuster for the treatment of multiple myeloma. So, sales of Carvykti reached $597 million in Q1, up 61.8% year-on-year, beating my 'best case' scenario by $15 million. Moreover, it showed promising efficacy in the treatment of high-risk smoldering multiple myeloma in a Phase 2 study. By opening this article, you'll learn more about why I continue to cover LEGN with a Strong Buy rating. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 18
LEGN: Future Returns Expected From Execution On Multiple Myeloma Opportunity
Analysts have trimmed Legend Biotech's average price targets by a few dollars to a range that includes $49 and $62, as they factor in updated Q4 data, expectations for upcoming CARTITUDE-5 and in vivo readouts, and ongoing debate around Carvykti's market share and long term sales potential. Analyst Commentary Bullish Takeaways Bullish analysts highlight a gap between Legend Biotech's share price and what they see as the underlying business fundamentals, which they view as supportive of higher long term value than the current market valuation implies.ナラティブの更新 • Apr 04
LEGN: Future Returns Expected From Multiple Myeloma Franchise Execution
Analysts have trimmed their average price target for Legend Biotech by $1, with updated models reflecting slightly lower fair value, revenue growth, profit margin, and future P/E assumptions, while still citing ongoing execution on the Carvykti franchise and upcoming CARTITUDE-5 and in vivo data as key supports for the long term thesis. Analyst Commentary Recent Street research around Legend Biotech highlights a mix of optimism on execution and concerns around valuation, competition, and share price volatility.
ナラティブの更新 • Mar 20
LEGN: Future FDA Guidance And Trial Readouts Will Support Long-Term Upside
Analysts have slightly trimmed Legend Biotech's average price targets, typically by $1 to $4, as they recalibrate expectations around revenue growth while still citing Carvykti execution, large multiple myeloma demand, and upcoming clinical and regulatory milestones as key supports for the investment case. Analyst Commentary Recent Street research around Legend Biotech shows a mix of confidence in the Carvykti opportunity and a more cautious tone around valuation, competitive risk, and execution.
新しいナラティブ • Mar 08
Legend Biotech (LEGN): The Cell Therapy Titan – Anticipating the 2026 Profitability Inflection.
Legend Biotech (LEGN) is a high-conviction play in the oncology sector, trading at $18.97 as of the March 6, 2026, market close. The company has moved beyond the typical "speculative biotech" phase and is now a commercial powerhouse, thanks to its lead CAR-T therapy, Carvykti (cilta-cel), developed in partnership with Johnson & Johnson.ナラティブの更新 • Mar 06
LEGN: Future Profitability Expected From Lead Cell Therapy Platform Despite Recent Downgrades
Analysts have trimmed their price targets on Legend Biotech, with the updated fair value moving from about $64.73 to $58.70 as they factor in slightly lower revenue growth and profit margin assumptions, as well as recent rating changes and target cuts from several firms, alongside mixed but constructive regulatory commentary. Analyst Commentary Recent research on Legend Biotech reflects a split view, with some analysts focusing on long term growth potential and others concentrating on execution risks and shorter term uncertainty.ナラティブの更新 • Feb 20
LEGN: FDA Guidance And Cell Therapy Data Will Support Long-Term Upside
The analyst price target for Legend Biotech has been revised from $54.82 to $21.00, as analysts factor in more conservative assumptions on revenue growth, profitability and valuation following several downgrades and target cuts, even as some still highlight supportive regulatory signals and long term potential for its CAR T franchise. Analyst Commentary Recent Street research around Legend Biotech has shifted toward a more cautious tone, with several bearish analysts trimming expectations and revisiting their assumptions on growth, profitability and valuation.分析記事 • Feb 06
Why Investors Shouldn't Be Surprised By Legend Biotech Corporation's (NASDAQ:LEGN) 26% Share Price Plunge
Unfortunately for some shareholders, the Legend Biotech Corporation ( NASDAQ:LEGN ) share price has dived 26% in the...ナラティブの更新 • Feb 06
LEGN: Future Profitability Expected From Flagship Therapy Despite Recent Rating Caution
Analysts have trimmed their average price target on Legend Biotech by about US$8, reflecting more cautious assumptions on revenue growth and profit margins, partly offset by a higher future P/E, ongoing confidence in Carvykti, and supportive regulatory signals. Analyst Commentary Recent research reflects a mix of optimism around Carvykti and concern about valuation, competition, and execution risk, which together help explain the pullback in average price targets.ナラティブの更新 • Jan 23
LEGN: CAR T Franchise And Supportive FDA Guidance Will Shape Upside Potential
Analysts have trimmed their fair value estimate for Legend Biotech to US$91 from US$94, reflecting updated assumptions for revenue growth, profit margins, discount rate and future P/E following recent target cuts, a downgrade, supportive FDA draft guidance and a fresh Outperform initiation. Analyst Commentary Recent Street research on Legend Biotech presents a mixed picture on rating and price targets, but there are some clear positive threads that matter for you as an investor.ナラティブの更新 • Jan 08
LEGN: Future Profitability From Flagship Therapy Expected To Drive Share Upside
Narrative update on Legend Biotech The analyst price target for Legend Biotech has been nudged up by about US$0.17, with analysts citing refined assumptions on revenue growth, profit margin and future P/E, supported by recent positive Street research, including an Outperform initiation and an Overweight reiteration with adjusted targets. Analyst Commentary Analysts are updating their views on Legend Biotech around recent coverage initiations and target changes, with a focus on how Carvykti adoption, competition, and execution could feed through to valuation and future profitability.ナラティブの更新 • Dec 25
LEGN: Future Margin Improvement Will Drive Upside From Current Levels
Analysts have modestly reduced their price target on Legend Biotech, trimming fair value by about $2 to roughly $72 per share as they factor in slightly lower profit margin and revenue growth expectations, partly offset by a marginally higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts view the new $90 target as still implying meaningful upside from current levels, indicating continued confidence in the company’s long term growth trajectory.分析記事 • Dec 11
Investors Don't See Light At End Of Legend Biotech Corporation's (NASDAQ:LEGN) Tunnel And Push Stock Down 26%
The Legend Biotech Corporation ( NASDAQ:LEGN ) share price has fared very poorly over the last month, falling by a...ナラティブの更新 • Dec 11
LEGN: Late Stage Pipeline Execution Will Drive Future Market Expansion
Analysts trimmed their price target on Legend Biotech by $4, to $90 from $94. This reflects slightly higher discount rate assumptions and marginally softer long term revenue growth expectations, while profit margin and valuation forecasts remain stable.ナラティブの更新 • Nov 27
LEGN: Global Listing Pursuits Will Drive Future Market Expansion
Legend Biotech's analyst price target was revised downward by $4 to $90, as analysts adjusted their forecasts following the company's Q3 report and changes in key financial assumptions. Analyst Commentary Following the recent adjustment to Legend Biotech's price target, analysts have highlighted several positive and negative factors influencing their outlook on the company.ナラティブの更新 • Nov 12
LEGN: Rising Global Demand Will Drive Franchise Expansion Beyond the U S
Analysts have raised their price target for Legend Biotech from $55 to $66, citing the stronger-than-expected uptake of Carvykti and its growth as a leading CAR T-cell therapy franchise. Analyst Commentary Analyst reactions to Legend Biotech’s recent performance highlight both promising developments and areas for measured caution.ナラティブの更新 • Oct 29
Market Momentum and Global Listing Plans Will Drive Significant Upside Potential
Narrative Update on Legend Biotech Analysts have slightly reduced their price target for Legend Biotech, lowering the fair value estimate from $76.00 to $75.06. This change reflects updated expectations around Carvykti’s ongoing market momentum and its potential as a multi-billion-dollar franchise.ナラティブの更新 • Oct 14
Next Generation Cell Therapy Will Expand Global Patient Access
Narrative Update on Legend Biotech The analyst price target for Legend Biotech has edged slightly lower to $75.99 from $77.46, as analysts reassess long-term earnings and revenue growth forecasts while maintaining optimism around the commercial trajectory of Carvykti. Analyst Commentary Recent research has highlighted both the substantial opportunities and potential risks in Legend Biotech’s outlook, particularly in relation to the trajectory of Carvykti and long-term business execution.ナラティブの更新 • Sep 10
Next Generation Cell Therapy Will Expand Global Patient Access
Analysts raised Legend Biotech's price target slightly to $77.46, citing growing conviction in Carvykti's commercial success and the company's strengthening leadership in cell therapy, which supports expectations for sustained growth. Analyst Commentary Carvykti has rapidly become the most successful CAR T-cell therapy on the market.分析記事 • Aug 04
Here's Why Legend Biotech (NASDAQ:LEGN) Can Manage Its Debt Despite Losing Money
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Jun 14
There's Reason For Concern Over Legend Biotech Corporation's (NASDAQ:LEGN) Massive 32% Price Jump
Those holding Legend Biotech Corporation ( NASDAQ:LEGN ) shares would be relieved that the share price has rebounded...
新しいナラティブ • May 01
Expanding Facilities In Belgium And New Jersey Will Boost Reach
Expanded manufacturing and outpatient approval are set to increase supply and streamline distribution, potentially boosting net margins and revenue.Seeking Alpha • Mar 11
Legend Biotech's Carvykti Is Taking Off, And It's Still Early (Rating Upgrade)
Summary Despite initial caution, Carvykti's sales surged, reaching $334M in Q4 2024, driving Legend Biotech Corporation to net income and solidifying its market position. Legend's financial health is robust, with $286.749M in cash and a current ratio of ~5, ensuring liquidity and a cash runway into mid-2028. Carvykti outperforms competitors like Abecma, with potential expansion into earlier lines of multiple myeloma treatment, though risks like side effects remain. LEGN stock is undervalued given Carvykti's success, presenting a compelling investment opportunity in a cautious market, despite potential risks and competition. Read the full article on Seeking AlphaSeeking Alpha • Jan 07
Top 5 Commercial Biotech Buyout Candidates: Legend Biotech (No. 4)
Summary Legend Biotech is a commercial-stage biotech company specializing in innovative cell therapies, with a strong pipeline and global R&D presence. LEGN's flagship product, CARVYKTI, has received multiple regulatory approvals and shows significant sales growth, with potential peak sales of at least $3B. The company has an impressive pipeline (with 11 non-CARVYKTI related programs), high growth rates, and strong liquidity stance with $1.2B in cash, ensuring funding into 2026, and low dilution risk. Strategic collaborations with Johnson & Johnson and Novartis enhance LEGN's growth prospects, making it a potential acquisition target. These two might be the natural bidders, but we don't rule out other suitors. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Legend Biotech: The Story Brightens
Summary Legend Biotech's Carvykti, a CAR-T therapy, has shown significant sales growth since being launched in 2022. The company has some $1.2 billion in cash on its balance sheet and losses are projected to fall dramatically in coming years as revenues soar. Analyst firms are quite optimistic on Legend, with nine analyst firms issuing Buy ratings since Q3 numbers were released with price targets between $73-$94 a share. An updated analysis around Legend Biotech follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Sep 18
Legend Biotech: Entering Accelerated Growth Phase, Carvykti Positions Company For Valuation Expansion
Summary Carvykti, a CAR-T therapy co-developed by Legend Biotech & J&J, is central to second-line multiple myeloma treatment. Both firms are actively scaling up production across bases. Carvykti sales surged 60% YoY, reaching US$343 million in 1H2024, forecasting US$1 bilion+ for the full year. Rumors since July claim Legend Biotech faced a takeover bid, with fresh whispers of pricing disputes in negotiations this week. Legend Biotech's valuation is conservative relative to its market value to peak sales ratio, suggesting potential for significant appreciation in the future. Read the full article on Seeking AlphaSeeking Alpha • Jul 30
Legend Biotech's Promising CAR-T Therapies Face Valuation And Cash Burn Challenges
Summary Legend Biotech develops CAR-T therapies for hematologic malignancies and solid tumors, aiming to revolutionize cancer therapies. Carvykti, LEGN's commercial product, is a BCMA-directed CAR-T cell therapy with promising results in multiple myeloma, FDA-approved for patients with at least one prior line of treatment. The company’s diverse product pipeline includes autologous and allogeneic therapies targeting various cancers, and it has significant collaborations with Janssen Biotech and Novartis. Unfortunately, LEGN faces structural unprofitability despite its promising products, facing valuation concerns that taper my optimism. Overall, I rate LEGN stock a "hold" due to its promising CAR-T technology being overshadowed by structural unprofitability and its valuation. Read the full article on Seeking AlphaSeeking Alpha • May 14
Legend Biotech's Carvykti Faces Stiff Challenges Despite Advances
Summary Legend Biotech Corporation reported lower-than-expected Q1 earnings, reflecting struggles in Carvykti’s revenue generation despite strong market potential. Carvykti, despite superior indications compared to competitors, is hindered by high toxicity and complex manufacturing processes. Legend retains a strong liquidity position, with a cash runway extending potentially into breakeven. Recommend maintaining a cautious hold on Legend Biotech shares, acknowledging the potential upside but tempered by significant therapy-associated risks. Read the full article on Seeking AlphaSeeking Alpha • Mar 15
Legend Biotech: AdCom Documents Shed Light On Carvykti's Problems (Downgrade)
Summary Legend Biotech's share price is little changed despite concerns raised by the FDA in AdCom briefing documents. The increased rate of early deaths in the CARTITUDE-4 trial could reduce the use of Carvykti in later lines of multiple myeloma. Carved out data in earlier lines of multiple myeloma point to much lower potential in earlier lines of multiple myeloma. With these new data in mind, Legend Biotech no longer appears like an attractive investment opportunity. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Legend Biotech: Solid Traction With Carvykti Rollout
Summary Today, we take a look at Legend Biotech Corporation, a commercial-stage biopharmaceutical company focused on developing cell therapies for oncology and other indications. The company has one approved product on the market, LCAR-B38M, for the treatment of multiple myeloma. This product is a potential blockbuster and also known as Carvykti. Most analyst firms are positive about Legend Biotech's prospects, with price targets ranging from $85 to $100 per share. The company also inked a new licensing deal with Novartis in November. An investment analysis of Legend Biotech Corporation follows in the paragraphs below. Read the full article on Seeking Alpha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 | 2,151 | 458 | N/A | 602 | 10 |
| 12/31/2027 | 1,823 | 302 | N/A | 368 | 13 |
| 12/31/2026 | 1,443 | 25 | N/A | 170 | 12 |
| 3/31/2026 | 1,139 | -250 | -116 | -82 | N/A |
| 12/31/2025 | 1,029 | -297 | -129 | -100 | N/A |
| 9/30/2025 | 909 | -240 | -188 | -170 | N/A |
| 6/30/2025 | 797 | -325 | -290 | -275 | N/A |
| 3/31/2025 | 728 | -218 | -273 | -263 | N/A |
| 12/31/2024 | 627 | -177 | -158 | -144 | N/A |
| 9/30/2024 | 520 | -348 | -176 | -158 | N/A |
| 6/30/2024 | 456 | -285 | -165 | -143 | N/A |
| 3/31/2024 | 343 | -466 | -264 | -239 | N/A |
| 12/31/2023 | 285 | -518 | -416 | -393 | N/A |
| 9/30/2023 | 233 | -509 | -371 | -347 | N/A |
| 6/30/2023 | 165 | -532 | -378 | -359 | N/A |
| 3/31/2023 | 112 | -517 | -276 | -262 | N/A |
| 12/31/2022 | 117 | -446 | -224 | -201 | N/A |
| 9/30/2022 | 106 | -416 | -237 | -221 | N/A |
| 6/30/2022 | 96 | -457 | -221 | -194 | N/A |
| 3/31/2022 | 119 | -346 | -293 | -250 | N/A |
| 12/31/2021 | 69 | -404 | -244 | -198 | N/A |
| 9/30/2021 | 93 | -356 | -245 | -185 | N/A |
| 6/30/2021 | 89 | -297 | -259 | -205 | N/A |
| 3/31/2021 | 80 | -340 | -256 | -204 | N/A |
| 12/31/2020 | 75 | -266 | -253 | -223 | N/A |
| 9/30/2020 | 59 | -310 | -300 | -227 | N/A |
| 6/30/2020 | 64 | -271 | -209 | -143 | N/A |
| 3/31/2020 | 61 | -165 | -160 | -125 | N/A |
| 1/1/2020 | 62 | -102 | N/A | -83 | N/A |
| 12/31/2018 | 49 | -3 | N/A | 308 | N/A |
| 12/31/2017 | 24 | 9 | N/A | -2 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: LEGN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: LEGN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: LEGN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: LEGNの収益 ( 17.8% ) US市場 ( 11.6% ) 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: LEGNの収益 ( 17.8% ) 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: LEGNの 自己資本利益率 は、3年後には高くなると予測されています ( 28.9 %)
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 | 2026/05/20 03:59 |
| 終値 | 2026/05/20 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 |
|
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| 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 |
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* 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
Legend Biotech Corporation 13 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。30
| アナリスト | 機関 |
|---|---|
| Huidong Wang | Barclays |
| Etzer Darout | Barclays |
| Rick Bienkowski | Cantor Fitzgerald & Co. |