Ligand Pharmaceuticals Incorporated

NasdaqGM:LGND 株式レポート

時価総額:US$4.5b

Ligand Pharmaceuticals 将来の成長

Future 基準チェック /36

Ligand Pharmaceuticalsは、16.8%と15.3%でそれぞれ年率16.8%で利益と収益が成長すると予測される一方、EPSはgrowで12.6%年率。

主要情報

16.8%

収益成長率

12.62%

EPS成長率

Pharmaceuticals 収益成長14.4%
収益成長率15.3%
将来の株主資本利益率n/a
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 Apr 19

LGND: Royalty Portfolio And Partner Execution Will Shape Balanced Future Outlook

Ligand Pharmaceuticals' analyst price target has been nudged higher to about $247 from roughly $245, as analysts factor in slightly stronger modeled revenue growth, profit margins, and a modestly higher future P/E based on recent royalty pipeline updates and fresh coverage on the Street. Analyst Commentary Recent Street research on Ligand points to a cluster of higher price targets, fresh coverage and updated royalty assumptions, all of which feed into how analysts are thinking about valuation, execution risk and growth potential for the royalty portfolio.
ナラティブの更新 Apr 04

LGND: Royalty Pipeline And Phase 3 Progress Will Drive Future Upside

Analysts have nudged their price target for Ligand Pharmaceuticals to $245.10 from $244.50, reflecting updated views on higher potential revenue growth, a much wider projected profit margin, and a lower future P/E assumption in recent research. Analyst Commentary Recent research on Ligand Pharmaceuticals has been active, with several firms adjusting price targets and reiterating positive views on the company’s royalty driven model and pipeline exposure.
ナラティブの更新 Mar 21

LGND: Royalty Portfolio And Phase 3 Readout Will Support Future Upside

Analysts made a small adjustment to Ligand Pharmaceuticals' fair value estimate to $244.50 per share, reflecting updated modeling around its broad royalty portfolio and recent confidence in QTORIN related cash flow potential cited in recent price target and rating updates. Analyst Commentary Recent Street commentary around Ligand Pharmaceuticals centers on the breadth of its royalty portfolio, the progress of QTORIN, and how these factors could influence earnings power and valuation over time.
ナラティブの更新 Mar 06

LGND: Royalty Portfolio And 2026 Revenue Mix Will Support Future Upside

The analyst price target for Ligand Pharmaceuticals has been raised by $1.11. Analysts point to steady royalty revenue and increased expectations around QTORIN's potential following positive Phase 3 data as key supports for the updated valuation assumptions.
ナラティブの更新 Feb 19

LGND: Stable Fair Value And 2026 Revenue Mix Will Support Future Earnings

Analysts have modestly adjusted their price target on Ligand Pharmaceuticals, reflecting a slightly higher discount rate and a lower future P/E assumption, while keeping their fair value estimate effectively unchanged at $243.44. Analyst Commentary Recent Street research around Legence provides context for how analysts are thinking about valuation, execution, and growth drivers that may be relevant for investors following Ligand Pharmaceuticals, especially around themes such as data center demand, healthcare exposure, and capital allocation.
ナラティブの更新 Feb 05

LGND: Raised 2025 Guidance And Solid Quarter Will Support Future Earnings Power

Analysts have raised their price target on Ligand Pharmaceuticals to $234 from $185, reflecting their view that recent quarterly results and the 2025 guidance update support a higher valuation range for the shares. Analyst Commentary Recent research commentary around Ligand Pharmaceuticals centers on how the latest quarterly results and the 2025 guidance update feed into a higher valuation range, with US$234 now set as a new price target by one major firm.
Seeking Alpha Jan 28

Ligand Pharmaceuticals: 2026 Guidance May Already Be Included In Current Valuation

Summary Ligand Pharmaceuticals (LGND) is a royalty investor in late-stage biopharma, with revenue and EPS growth driven by a robust portfolio. LGND expects royalty revenue to compound at a 23% CAGR through 2030, fueled by assets like Filspari, Ohtuvayre, and Zelsuvmi. Despite strong fundamentals and guidance, current valuation already prices in much of the anticipated 2026 growth; I rate LGND a Hold. Key risks include Filspari's regulatory uncertainty for FSGS and potential exclusivity loss on legacy royalty streams. Read the full article on Seeking Alpha
ナラティブの更新 Jan 22

LGND: Royalty Model And 2025 Guidance Raise Will Drive Future Earnings Power

Analysts have nudged their price targets on Ligand Pharmaceuticals higher into the low $230s, citing what they describe as strong recent quarterly results, raised 2025 guidance, and ongoing business development activity as key supports for the updated outlook. Analyst Commentary Recent research on Ligand Pharmaceuticals has focused on the implications of its latest quarter and the updated 2025 outlook, with several firms lifting their price targets into a tight range around the low US$230s.
ナラティブの更新 Jan 08

LGND: Royalty Model And 2025 Guidance Raise Will Support Earnings Power

Narrative Update Analysts have lifted their price target on Ligand Pharmaceuticals to the mid $230s, reflecting recent target increases to $234 and $231. They attribute these changes to what they describe as solid quarterly results, a 2025 guidance raise, and ongoing business development activity.
ナラティブの更新 Dec 24

LGND: Royalty Model Will Support Expanding Margins And Multi Year Earnings Power

Analysts have nudged their consolidated fair value estimate for Ligand Pharmaceuticals modestly higher to approximately $243 from $238 per share, citing stronger than previously modeled profitability, resilient margin expansion, and the continued validation of the company’s royalty driven model in recent research updates that raised price targets into the low $230s. Analyst Commentary Bullish analysts point to the latest price target increases into the low to mid $230s as evidence that Ligand is executing above prior expectations, with stronger earnings power and higher quality of revenue than previously modeled.
ナラティブの更新 Dec 09

LGND: Expanded Deal Pipeline Will Drive Multi Year Earnings Power

Analysts have nudged their average price target on Ligand Pharmaceuticals higher to the mid 230 dollar range. This reflects confidence in the company’s strong recent quarter, raised 2025 guidance, and a business model that continues to deliver robust earnings and margin performance.
ナラティブの更新 Nov 25

LGND: Upcoming Business Development Activity Will Drive Financial Momentum Into 2025

Ligand Pharmaceuticals' analyst price target increased from $206 to $238. Analysts cited better-than-expected quarterly results, raised future guidance, and continued strong business development activity as key drivers for the upward revision.
ナラティブの更新 Nov 07

LGND: Capital Flexibility And Business Model Will Shape Mid-Term Performance Outlook

Ligand Pharmaceuticals’ analyst price target has increased from $183.13 to $206.25. Analysts cite robust Q3 results and an ongoing strong business development model as key drivers for the upward revision.
ナラティブの更新 Sep 13

Expanding Royalty Portfolio Will Strengthen Global Healthcare Reach

Ligand Pharmaceuticals’ consensus price target was raised from $178.12 to $183.12, reflecting analysts’ confidence in its strengthened capital position following a successful $460M convertible debt offering, robust revenue and earnings guidance, and a track record of prudent capital allocation and royalty portfolio wins. Analyst Commentary Market enthusiasm following Ligand's successful $460M convertible debt offering, which provided $385M in net capital and included a $45M bond hedge mitigating dilution up to $294/share, as well as a $15M share repurchase.
ナラティブの更新 Aug 29

Expanding Royalty Portfolio Will Strengthen Global Healthcare Reach

Ligand Pharmaceuticals' consensus price target was raised to $173.38, reflecting better-than-expected Q2 results, higher FY25 revenue and EPS guidance, growing investor confidence in its royalty portfolio, and successful strategic investments. Analyst Commentary Better-than-expected Q2 results and an increase in FY25 guidance, indicating improved near-term financial performance.
ナラティブの更新 Aug 08

Expanding Royalty Portfolio Will Strengthen Global Healthcare Reach

Ligand Pharmaceuticals’ consensus price target has increased to $154.75, primarily driven by a notable surge in net profit margin and a sharp reduction in future P/E, indicating improved profitability and valuation. What's in the News Ligand Pharmaceuticals raised 2025 revenue guidance to $200–225 million from $180–200 million.
Seeking Alpha Apr 20

Revisiting Ligand Pharmaceuticals, Ready To Accumulate If Shares Dip Below $100

Summary Ligand Pharmaceuticals' diversified royalty platform offers strong biotech exposure with reduced risk, supported by robust royalty revenue growth and a solid cash position. Despite a 28% royalty revenue growth in 2024, Ligand's stock is fairly priced at around $97 based on our calculations. Key assets like Captisol, Qarziba, Ohtuvayre, and Filspari drive revenue, but clinical setbacks or commercial execution risks could impact future growth. Downgrade from Buy to Hold due to current valuation; consider accumulating shares if the stock drops below $100. Read the full article on Seeking Alpha
分析記事 Feb 25

Ligand Pharmaceuticals Incorporated's (NASDAQ:LGND) Share Price Matching Investor Opinion

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Seeking Alpha Feb 03

Looking Back On Ligand Pharmaceuticals

Summary Today, I am circling back to Ligand Pharmaceuticals for the first time since late 2023. The stock has had a nice run in recent months and management has a solid game plan to grow revenues at north of 20% annually in the years ahead. Analysts are universally optimistic, with multiple Buy ratings and price targets ranging from $135 to $160 a share. An updated analysis around Ligand Pharmaceuticals follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Nov 24

Ligand Pharmaceuticals: Buy This Strong Growing Pharma And Get A Stake In Dozens Of Therapies

Summary I continue to rate Ligand Pharmaceuticals stock as a "Buy" citing strong liquidity and a clean balance sheet. Its Q3 2024 earnings report beat on the top and bottom lines raising prior guidance, reinforcing my confidence in the company's performance. This analysis references Q3 2024 financial results press release, earnings conference call, presentation, 10-Q, and the latest 10-K. Ligand's solid financial position and consistent performance make it a positive investment choice. Read the full article on Seeking Alpha
分析記事 Oct 31

Market Participants Recognise Ligand Pharmaceuticals Incorporated's (NASDAQ:LGND) Earnings

With a price-to-earnings (or "P/E") ratio of 47.6x Ligand Pharmaceuticals Incorporated ( NASDAQ:LGND ) may be sending...
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新しいナラティブ Sep 12

Expanding Royalty Portfolio And Calculated Acquisitions Set To Skyrocket Revenue And Margins

Significant investment in new opportunities and acquisitions, including Apeiron Biologics, aimed at increasing royalty revenue and diversifying the revenue base.
Seeking Alpha Jul 29

Ligand Pharmaceuticals: Solid Performer Performing Solidly

Summary Ligand Pharmaceuticals has seen over a 50% increase in share value since its Q1 earnings report. Recent positive developments include new deals, regulatory successes, and raising 2024 guidance. A new deal of close to $200 million with Agenus and $100 million acquisition of APEIRON contribute to the positive outlook. Read the full article on Seeking Alpha
分析記事 Jul 18

Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected

Despite an already strong run, Ligand Pharmaceuticals Incorporated ( NASDAQ:LGND ) shares have been powering on, with a...
分析記事 Jun 29

Should You Be Adding Ligand Pharmaceuticals (NASDAQ:LGND) To Your Watchlist Today?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 May 23

Subdued Growth No Barrier To Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) With Shares Advancing 27%

Ligand Pharmaceuticals Incorporated ( NASDAQ:LGND ) shares have had a really impressive month, gaining 27% after a...
Seeking Alpha Apr 30

Ligand: Buy This Pharma Royalty Aggregator To Generate Growth In Your Portfolio

Summary Royalty Aggregators like Royalty Pharma, Ligand, and XOMA are gaining popularity in the biotech industry. These companies buy up royalty rights to pharmaceutical products, providing upfront cash to biotech companies. This allows biotech companies to access immediate funds for research and development, while the aggregators earn a return on their investment. Read the full article on Seeking Alpha
分析記事 Dec 19

Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) Not Flying Under The Radar

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...
分析記事 Jun 14

Is Now The Time To Put Ligand Pharmaceuticals (NASDAQ:LGND) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 May 29

We Think Ligand Pharmaceuticals (NASDAQ:LGND) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 May 07

Are Investors Undervaluing Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) By 45%?

Key Insights Ligand Pharmaceuticals' estimated fair value is US$144 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 Jan 26

These 4 Measures Indicate That Ligand Pharmaceuticals (NASDAQ:LGND) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

業績と収益の成長予測

NasdaqGM:LGND - アナリストの将来予測と過去の財務データ ( )USD Millions
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
12/31/20284242152293345
12/31/20273641752092598
12/31/2026286921462109
3/31/2026274154123123N/A
12/31/20252681244949N/A
9/30/2025251493132N/A
6/30/2025188-765455N/A
3/31/2025181-1335153N/A
12/31/2024167-49597N/A
9/30/2024152457577N/A
6/30/2024133424648N/A
3/31/2024118963334N/A
12/31/2023131544650N/A
9/30/2023154219095N/A
6/30/20231804199108N/A
3/31/202320451104120N/A
12/31/2022196-5125138N/A
9/30/20221832395112N/A
6/30/20221882797112N/A
3/31/202222345110120N/A
12/31/2021242767179N/A
9/30/2021275684552N/A
6/30/2021252483744N/A
3/31/2021208394248N/A
12/31/202016475155N/A
9/30/2020143-164147N/A
6/30/2020126-252428N/A
3/31/2020110-61-60-58N/A
12/31/2019120629N/A-29N/A
9/30/2019153594N/A11N/A
6/30/2019174677N/A44N/A
3/31/2019239764N/A179N/A
12/31/2018251143N/A194N/A
9/30/2018242179N/A193N/A
6/30/2018230120N/A193N/A
3/31/201816853N/A130N/A
12/31/201714113N/A89N/A
9/30/201712916N/A78N/A
6/30/20171179N/A69N/A
3/31/2017109-3N/A69N/A
12/31/2016109-2N/A61N/A
9/30/2016927N/A56N/A
6/30/201688205N/A48N/A
3/31/201687235N/A47N/A
12/31/201572230N/A42N/A
9/30/201574231N/A38N/A
6/30/20157133N/A32N/A

アナリストによる今後の成長予測

収入対貯蓄率: LGNDの予測収益成長率 (年間16.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: LGNDの収益 ( 16.8% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。

高成長収益: LGNDの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: LGNDの収益 ( 15.3% ) 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: LGNDの収益 ( 15.3% ) 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: LGNDの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です


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2026/05/22 02:05
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
  • 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

Ligand Pharmaceuticals Incorporated 9 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。20

アナリスト機関
Jasper HellwegArgus Research Company
Robert WassermanBenchmark Company
Jason ZemanskyBofA Global Research