Nektar Therapeutics

NasdaqCM:NKTR 株式レポート

時価総額:US$2.3b

Nektar Therapeutics 将来の成長

Future 基準チェック /26

Nektar Therapeuticsの収益は年間16.9%で減少すると予測されていますが、年間収益は年間34%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に-52.4% 5%なると予測されています。

主要情報

-16.9%

収益成長率

-4.99%

EPS成長率

Pharmaceuticals 収益成長14.5%
収益成長率34.0%
将来の株主資本利益率-52.38%
アナリストカバレッジ

Good

最終更新日13 May 2026

今後の成長に関する最新情報

分析記事 May 11

Earnings Update: Here's Why Analysts Just Lifted Their Nektar Therapeutics (NASDAQ:NKTR) Price Target To US$153

Shareholders might have noticed that Nektar Therapeutics ( NASDAQ:NKTR ) filed its quarterly result this time last...

Recent updates

ナラティブの更新 May 18

NKTR: Future Phase 3 Autoimmune Data Will Drive Upside Repricing Potential

Narrative Update on Nektar Therapeutics The updated analyst price target for Nektar Therapeutics has shifted from a fair value of $165.00 to $192.00 as analysts factor in recent target changes across the Street and revisit assumptions around revenue growth, profit margins, discount rate and future P/E multiples. Analyst Commentary Recent Street research around Nektar Therapeutics clusters around the potential of its lead asset rezpegaldesleukin in atopic dermatitis and alopecia areata, as well as the implications for long term revenue and earnings power.
分析記事 May 11

Earnings Update: Here's Why Analysts Just Lifted Their Nektar Therapeutics (NASDAQ:NKTR) Price Target To US$153

Shareholders might have noticed that Nektar Therapeutics ( NASDAQ:NKTR ) filed its quarterly result this time last...
ナラティブの更新 May 01

NKTR: Phase 3 Atopic Dermatitis And Alopecia Data Will Drive Future Upside

Analysts have lifted Nektar Therapeutics' fair value estimate from $128.13 to $144.25 as multiple firms raised their price targets, pointing to rezpegaldesleukin data, an expanded Phase 3 plan in atopic dermatitis, and a clearer funding path as key drivers of their updated views. Analyst Commentary Recent Street research on Nektar Therapeutics has focused on rezpegaldesleukin, the planned Phase 3 program in atopic dermatitis, and updated funding assumptions, with several firms updating models and price targets.
ナラティブの更新 Apr 16

NKTR: Future Phase 3 Atopic Dermatitis Data Will Drive Upside Repricing Potential

Analysts have lifted the base case fair value estimate for Nektar Therapeutics from $135 to $165, citing recent Street research that highlights rezpeg data in atopic dermatitis and alopecia, a Phase 3 plan in atopic dermatitis, and a series of higher price targets and upgrades across multiple firms. Analyst Commentary Recent Street research on Nektar Therapeutics has tilted clearly positive, with several firms lifting price targets and highlighting rezpegaldesleukin, or rezpeg, as the key driver for their valuation work.
Seeking Alpha Apr 15

Nektar Therapeutics Upcoming AA Data Prediction: Why I Think It Will Be Positive

Summary Nektar Therapeutics is poised for a key catalyst with upcoming REZPEG 52-week maintenance data in Alopecia Areata (AA) before April’s end. My base case model projects REZPEG will achieve a probability-adjusted 28% of patients reaching SALT <20, matching or exceeding low-dose baricitinib efficacy. REZPEG’s benign safety profile and lack of black box warning may offset slightly lower efficacy compared to JAK inhibitors in AA. A positive 52-week readout could drive NKTR shares 30–40% higher, as current valuation barely reflects AA potential. Read the full article on Seeking Alpha
ナラティブの更新 Apr 01

NKTR: Phase 3 Atopic Dermatitis Program And Data Strength Will Drive Future Upside

The analyst price target for Nektar Therapeutics has been adjusted from $136.43 to $128.13 as analysts factor in updated rezpegaldesleukin Phase 2 data, plans for a Phase 3 atopic dermatitis study, and recent Street research that refines expectations around future sales potential and valuation multiples. Analyst Commentary Recent Street research around Nektar Therapeutics clusters around rezpegaldesleukin, with analysts updating models on the back of Phase 2 atopic dermatitis data, longer term maintenance results and the planned Phase 3 program.
ナラティブの更新 Mar 18

NKTR: Phase 3 Atopic Dermatitis Program Will Drive Future Upside Potential

The analyst fair value estimate for Nektar Therapeutics has shifted from $129.86 to $136.43, as analysts factor in higher modeled sales potential for rezpegaldesleukin in atopic dermatitis and alopecia, along with recent price target increases across several firms tied to progressing Phase 2 data and planned Phase 3 programs. Analyst Commentary Recent Street research around Nektar Therapeutics has focused on rezpegaldesleukin, with pricing models and risk assessments concentrating on its potential role in atopic dermatitis and alopecia as Phase 2 data matures and Phase 3 plans move forward.
ナラティブの更新 Mar 04

NKTR: Rezpeg Durability In Atopic Dermatitis And Alopecia Will Drive Future Upside

Analysts have lifted their price targets on Nektar Therapeutics, with one moving from $105 to $150, citing stronger conviction in Rezpeg's durability data in Atopic Dermatitis and alopecia areata, a clearer financing profile, and a more supportive catalyst path that is reflected in a higher fair value estimate of about $130 per share. Analyst Commentary Bullish Takeaways Bullish analysts point to the 52 week maintenance data from the REZOLVE AD study as reinforcing confidence in Rezpeg's durability, which they see as a key input to their higher fair value estimates.
ナラティブの更新 Feb 18

NKTR: Alopecia Areata Phase 2b Durability Will Drive Future Upside

Analysts have lifted their price target for Nektar Therapeutics by about $9, citing updated views on Rezpeg's durability, deepening clinical responses, and revised fair value assumptions as the key drivers of the change. Analyst Commentary Recent research updates show a cluster of upbeat views on Nektar Therapeutics, centered on Rezpeg's clinical profile and its potential role in Alopecia Areata and other indications.
分析記事 Feb 12

Nektar Therapeutics' (NASDAQ:NKTR) Shares Climb 81% But Its Business Is Yet to Catch Up

Nektar Therapeutics ( NASDAQ:NKTR ) shares have had a really impressive month, gaining 81% after a shaky period...
ナラティブの更新 Feb 04

NKTR: Future Alopecia Areata Data Will Drive Upside Repricing Potential

Analysts have raised their fair value estimate for Nektar Therapeutics to $135 from $120, citing revised revenue growth assumptions, a lower future P/E multiple of about 165, and additional upside potential from Rezpeg in Alopecia Areata, which has an estimated $300 million in possible peak sales. Analyst Commentary Recent Street research has leaned positive on Nektar Therapeutics, with bullish analysts pointing to Rezpeg in Alopecia Areata as a key upside driver supporting higher valuation assumptions.
ナラティブの更新 Jan 20

NKTR: Alopecia Areata Phase 2b Data And Fast Track Will Drive Upside

Analysts have lifted their price target on Nektar Therapeutics from US$99 to US$121, citing Rezpeg's Phase 2b Alopecia Areata opportunity, its safety profile, durability potential, and an added 20% probability of success with about US$300m in estimated peak sales. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher US$121 price target as a reflection of added confidence in Rezpeg's Alopecia Areata opportunity and its potential to contribute meaningfully to Nektar's valuation over time.
ナラティブの更新 Jan 06

NKTR: Phase 2b Alopecia Data And Fast Track Status Will Drive Upside

Analysts have increased their price target for Nektar Therapeutics to $121 from $99, citing updated assumptions around Rezpeg, including new Alopecia Areata Phase 2b expectations, a clean safety profile, durability potential, and added value for future sales. They also highlighted the ongoing impact of Rezpeg related clinical data on how investors frame the separate Lilly litigation.
分析記事 Dec 25

More Unpleasant Surprises Could Be In Store For Nektar Therapeutics' (NASDAQ:NKTR) Shares After Tumbling 25%

Nektar Therapeutics ( NASDAQ:NKTR ) shareholders that were waiting for something to happen have been dealt a blow with...
ナラティブの更新 Dec 17

NKTR: Upcoming Phase 2b Data Will Drive Upside Despite Litigation Uncertainty

Analysts have lifted their blended fair value estimate for Nektar Therapeutics from approximately $107 to $114 per share. They cite higher price targets driven by growing confidence in Rezpeg's Phase 2 data, its novel mechanism and safety profile, and incremental modeled peak sales, despite slightly more conservative long term revenue growth assumptions.
ナラティブの更新 Dec 02

NKTR: Late-Stage Clinical Data Will Drive Upside Despite Litigation Delays

Analysts have raised their price target for Nektar Therapeutics from approximately $94 to $107 per share. They cite growing confidence in the commercial potential of Rezpeg following recent positive clinical data and reinforced differentiation from competitors.
ナラティブの更新 Nov 18

NKTR: Positive Phase 2b Data Will Drive Momentum Amid Delayed Litigation

Analysts have raised their price target for Nektar Therapeutics from $69 to $99 per share. They cite recent positive clinical data and a stronger outlook for Rezpeg's competitive position in atopic dermatitis as the reasons for this adjustment.
ナラティブの更新 Nov 03

NKTR: Upcoming Phase 2b Data Readouts Will Drive Renewed Upside Momentum

Analysts have raised their price target for Nektar Therapeutics to $99, up from $69. This change is attributed to positive Phase 2b study results for rezpegaldesleukin and increased confidence in its commercial potential.
ナラティブの更新 Oct 20

Fast Track Immunology Asset Will Debut Amid Execution Risks

Nektar Therapeutics' analyst price target has been revised downward from $101.17 to $93.86 per share. Analysts cite recent clinical updates and ongoing litigation developments as key factors influencing their outlook.
ナラティブの更新 Sep 19

Fast Track Immunology Asset Will Debut Amid Execution Risks

Nektar Therapeutics’ consensus price target has increased to $101.17, driven by positive Phase 2b REZOLVE-AD results for rezpegaldesleukin, which demonstrated robust efficacy and safety in atopic dermatitis, supporting increased conviction in its differentiated clinical and commercial profile. Analyst Commentary Bullish analysts are raising price targets following positive Phase 2b REZOLVE-AD data for rezpegaldesleukin, with all primary and secondary endpoints met and robust efficacy and safety demonstrated in moderate-to-severe atopic dermatitis.
分析記事 Aug 28

Nektar Therapeutics' (NASDAQ:NKTR) 28% Share Price Surge Not Quite Adding Up

Nektar Therapeutics ( NASDAQ:NKTR ) shares have continued their recent momentum with a 28% gain in the last month...
分析記事 Jun 11

Nektar Therapeutics (NASDAQ:NKTR) Shares Fly 29% But Investors Aren't Buying For Growth

Nektar Therapeutics ( NASDAQ:NKTR ) shareholders are no doubt pleased to see that the share price has bounced 29% in...
分析記事 May 15

Nektar Therapeutics (NASDAQ:NKTR) Analysts Are More Bearish Than They Used To Be

Market forces rained on the parade of Nektar Therapeutics ( NASDAQ:NKTR ) shareholders today, when the analysts...
分析記事 May 11

Nektar Therapeutics (NASDAQ:NKTR) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

It's shaping up to be a tough period for Nektar Therapeutics ( NASDAQ:NKTR ), which a week ago released some...
分析記事 Apr 04

Little Excitement Around Nektar Therapeutics' (NASDAQ:NKTR) Revenues As Shares Take 29% Pounding

To the annoyance of some shareholders, Nektar Therapeutics ( NASDAQ:NKTR ) shares are down a considerable 29% in the...
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新しいナラティブ Apr 03

Phase IIb Data And FDA Fast-Track Will Spur Mixed Prospects

Fast-track designation and strategic partnerships could expedite REZPEG's market entry, enhancing near-term revenue and profit margins.
分析記事 Feb 10

Lacklustre Performance Is Driving Nektar Therapeutics' (NASDAQ:NKTR) 34% Price Drop

To the annoyance of some shareholders, Nektar Therapeutics ( NASDAQ:NKTR ) shares are down a considerable 34% in the...
分析記事 Dec 06

Why Investors Shouldn't Be Surprised By Nektar Therapeutics' (NASDAQ:NKTR) 27% Share Price Plunge

Nektar Therapeutics ( NASDAQ:NKTR ) shareholders won't be pleased to see that the share price has had a very rough...
分析記事 Oct 18

Investor Optimism Abounds Nektar Therapeutics (NASDAQ:NKTR) But Growth Is Lacking

It's not a stretch to say that Nektar Therapeutics' ( NASDAQ:NKTR ) price-to-sales (or "P/S") ratio of 2.9x seems quite...

業績と収益の成長予測

NasdaqCM:NKTR - 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
12/31/202847-409-337N/A9
12/31/202737-356-270N/A10
12/31/202641-250-186N/A10
3/31/202656-158N/AN/AN/A
12/31/202555-164-209-209N/A
9/30/202563-121-190-190N/A
6/30/202575-122-186-185N/A
3/31/202587-133-178-177N/A
12/31/202498-119-177-176N/A
9/30/202493-168-178-177N/A
6/30/202493-177-175-175N/A
3/31/202490-176-189-189N/A
12/31/202390-276-193-193N/A
9/30/202388-294-204-203N/A
6/30/202388-307-245-244N/A
3/31/202389-415-269-267N/A
12/31/202292-368-310-304N/A
9/30/202295-454-409-398N/A
6/30/202296-525-430-416N/A
3/31/2022103-491-440-424N/A
12/31/2021102-524-428-413N/A
9/30/2021100-495-371-360N/A
6/30/2021105-474-321-311N/A
3/31/2021126-429-322-312N/A
12/31/2020153-444-321-313N/A
9/30/2020163-439-349-340N/A
6/30/2020163-429-368-356N/A
3/31/2020137-460-347-326N/A
12/31/2019115-441N/A-329N/A
9/30/2019121-427N/A-321N/A
6/30/2019119-424N/A-324N/A
3/31/20191,184657N/A690N/A
12/31/20181,193681N/A718N/A
9/30/20181,249746N/A755N/A
6/30/20181,374903N/A920N/A
3/31/2018321-129N/A-98N/A
12/31/2017308-97N/A-80N/A
9/30/2017250-105N/A-52N/A
6/30/2017133-209N/A-173N/A
3/31/2017131-198N/A-128N/A
12/31/2016165-154N/A-117N/A
9/30/2016167-165N/A-140N/A
6/30/2016191-130N/A-126N/A
3/31/2016181-134N/A-160N/A
12/31/2015231-81N/A-73N/A
9/30/2015211-73N/A-23N/A
6/30/20152846N/A-55N/A

アナリストによる今後の成長予測

収入対貯蓄率: NKTR今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: NKTR今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: NKTR今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: NKTRの収益 ( 34% ) US市場 ( 11.8% ) 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: NKTRの収益 ( 34% ) 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: NKTR 3 年以内に赤字になると予測されています。


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2026/05/26 05:18
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。

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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

Nektar Therapeutics 10 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。31

アナリスト機関
Richard SilverBarclays
Aydin HuseynovBenchmark Company
George FarmerBMO Capital Markets Equity Research