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OmniAb, Inc.NasdaqGM:OABI 株式レポート

時価総額 US$343.6m
株価
US$2.58
US$7.33
64.8% 割安 内在価値ディスカウント
1Y80.4%
7D28.4%
ポートフォリオ価値
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OmniAb, Inc.

NasdaqGM:OABI 株式レポート

時価総額:US$343.6m

OmniAb(OABI)株式概要

バイオテクノロジー企業であるOmniAb, Inc.は、米国、欧州、日本、中国、カナダにおいて、治療薬の発見を可能にする発見研究技術を製薬会社やバイオテクノロジー企業、学術機関にライセンス供与している。 詳細

OABI ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長2/6
過去の実績0/6
財務の健全性6/6
配当金0/6

OABI Community Fair Values

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OmniAb, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要OmniAb
過去の株価
現在の株価US$2.58
52週高値US$2.61
52週安値US$1.22
ベータ0.62
1ヶ月の変化66.45%
3ヶ月変化50.88%
1年変化80.42%
3年間の変化-39.86%
5年間の変化n/a
IPOからの変化-71.14%

最新ニュース

ナラティブの更新 May 15

OABI: 2026 Revenue Guidance And Margin Outlook Will Drive Long Term Upside

Analysts have updated their price target on OmniAb, maintaining their fair value estimate at $7.33 while refining assumptions for the discount rate, revenue growth, profit margins, and future P/E to reflect revised expectations for the business. What's in the News OmniAb issued earnings guidance for 2026, setting an expected revenue range of US$25 million to US$30 million.
ナラティブの更新 Apr 27

OABI: Updated Bylaws And 2026 Guidance Will Support Long Term Upside

Analysts have nudged their OmniAb price target slightly higher to $170.16 from $162.92, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News OmniAb issued earnings guidance for 2026, with expected revenue in a range of $25 million to $30 million.
ナラティブの更新 Apr 08

OABI: Updated Bylaws And 2026 Revenue Guidance Will Support Long Term Upside

Analysts kept their price target on OmniAb broadly aligned with prior views, citing relatively steady assumptions around fair value, growth and profitability that offset only minor tweaks to the discount rate and future P/E multiple. What's in the News OmniAb issued earnings guidance for 2026, with expected revenue in a range of $25 million to $30 million, giving you a reference point for the company’s own outlook on its top line for that year (Key Developments).

Recent updates

ナラティブの更新 May 15

OABI: 2026 Revenue Guidance And Margin Outlook Will Drive Long Term Upside

Analysts have updated their price target on OmniAb, maintaining their fair value estimate at $7.33 while refining assumptions for the discount rate, revenue growth, profit margins, and future P/E to reflect revised expectations for the business. What's in the News OmniAb issued earnings guidance for 2026, setting an expected revenue range of US$25 million to US$30 million.
ナラティブの更新 Apr 27

OABI: Updated Bylaws And 2026 Guidance Will Support Long Term Upside

Analysts have nudged their OmniAb price target slightly higher to $170.16 from $162.92, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News OmniAb issued earnings guidance for 2026, with expected revenue in a range of $25 million to $30 million.
ナラティブの更新 Apr 08

OABI: Updated Bylaws And 2026 Revenue Guidance Will Support Long Term Upside

Analysts kept their price target on OmniAb broadly aligned with prior views, citing relatively steady assumptions around fair value, growth and profitability that offset only minor tweaks to the discount rate and future P/E multiple. What's in the News OmniAb issued earnings guidance for 2026, with expected revenue in a range of $25 million to $30 million, giving you a reference point for the company’s own outlook on its top line for that year (Key Developments).
ナラティブの更新 Mar 25

OABI: Updated Governance And 2026 Revenue Outlook Will Support Long Term Upside

Analysts kept their fair value estimate for OmniAb steady at $7.33 while making only very small tweaks to assumptions such as discount rate, revenue growth, profit margin and future P/E. This reflects a largely unchanged view of the stock’s longer term risk and earnings potential.
ナラティブの更新 Mar 08

OABI: New Discovery Platform And Guidance Will Support Long Term Upside Potential

Analysts have modestly revised their price target on OmniAb, reflecting updated assumptions around long term revenue growth, profit margins, and future P/E expectations. Specific dollar values for the target change have not been disclosed.
ナラティブの更新 Feb 21

OABI: New Discovery Platform Will Support Stronger Long Term Upside Potential

Analysts have lowered their Omn iAb price target to $7.33 per share, citing slightly reduced profit margin assumptions and a modestly higher future P/E multiple, while keeping long-term revenue growth expectations broadly unchanged. What's in the News On January 30, 2026, OmniAb's board approved amended and restated bylaws that became effective the same day, updating the company’s governance framework.
ナラティブの更新 Feb 06

OABI: New Antibody Platform And Governance Changes Will Drive Future Upside

Analysts have modestly trimmed their price targets on OmniAb, citing slightly higher discount rate assumptions along with a small uplift in expected profit margins and future P/E levels as the key drivers of the recalibration. What's in the News On January 30, 2026, OmniAb's board approved amended and restated bylaws that took effect the same day, updating company rules and governance procedures.
ナラティブの更新 Jan 22

OABI: New Antibody Discovery Platform And Partnerships Will Drive Future Upside

Analysts have maintained their OmniAb price target at US$7.33, making only minor adjustments to assumptions such as the discount rate, long-term profit margin, and future P/E. These changes fine tune their valuation view rather than significantly revising it.
ナラティブの更新 Jan 08

OABI: New Antibody Platform Launch Will Drive Future Upside Potential

Analysts have lifted their price target on OmniAb to reflect updated assumptions for revenue growth of 41.53%, profit margin of 15.66% and a future P/E of 173.35x, which together suggest a slightly higher required return of 7.93% compared with prior inputs. What's in the News OmniAb launched its new OmniUltra platform at the 2025 Antibody Engineering & Therapeutics Conference in San Diego, describing it as a transgenic chicken system designed to generate human antibodies with ultralong CDRH3 domains and very small picobodies for a range of therapeutic uses, including bispecifics, multispecifics, CAR-T, radioligands and peptide therapeutics (Key Developments).
ナラティブの更新 Dec 16

OABI: Future Platform Launch And Partnerships Will Drive Revenue Upside

Narrative Update on OmniAb Analysts have maintained their price target on OmniAb at approximately 7.33 dollars, reflecting only marginal adjustments to the discount rate and profitability assumptions, while leaving their long-term growth outlook largely unchanged. What's in the News OmniAb plans to debut its new OmniUltra trademark transgenic chicken platform in December 2025 at the Antibody Engineering & Therapeutics conference.
ナラティブの更新 Dec 02

OABI: New Partnerships And Fundraising Will Support Revenue Expansion Ahead

OmniAb’s analyst price target remains unchanged at $7.33 per share. Analysts note that minor adjustments in profit margin and discount rate projections were not sufficient to alter their outlook on the company's value.
ナラティブの更新 Nov 18

OABI: Future Earnings and Margin Expansion Are Expected to Drive Share Upside

Analysts have lowered their price target for OmniAb from $7.86 to $7.33, citing updated expectations for higher revenue growth and profit margins. They also noted that an increased discount rate and a higher future price-to-earnings multiple were influencing factors.
分析記事 Oct 10

OmniAb, Inc. (NASDAQ:OABI) Not Lagging Industry On Growth Or Pricing

OmniAb, Inc.'s ( NASDAQ:OABI ) price-to-sales (or "P/S") ratio of 11.4x may look like a poor investment opportunity...
分析記事 Aug 09

Analyst Estimates: Here's What Brokers Think Of OmniAb, Inc. (NASDAQ:OABI) After Its Second-Quarter Report

NasdaqGM:OABI 1 Year Share Price vs Fair Value Explore OmniAb's Fair Values from the Community and select yours...
分析記事 Jul 09

Market Participants Recognise OmniAb, Inc.'s (NASDAQ:OABI) Revenues Pushing Shares 38% Higher

OmniAb, Inc. ( NASDAQ:OABI ) shares have had a really impressive month, gaining 38% after a shaky period beforehand...
Seeking Alpha May 12

OmniAb: Too Much Risk, Not Enough Reward

Summary OmniAb's innovative business model relies on licensing transgenic animals for drug discovery, but financial success hinges on partner drug approvals, which have been slow. Nearly three quarters of the late-stage pipeline's value is concentrated in just a single drug, IMVT-1402. OmniAb faces a cash burn issue, with operating expenses likely to outpace royalties for years before late-stage candidates meaningfully contribute. The FDA's shift away from animal trials threatens OmniAb's core business model, making the stock expensive and risky; I rate it a Sell. Read the full article on Seeking Alpha
分析記事 May 11

Earnings Release: Here's Why Analysts Cut Their OmniAb, Inc. (NASDAQ:OABI) Price Target To US$7.88

It's shaping up to be a tough period for OmniAb, Inc. ( NASDAQ:OABI ), which a week ago released some disappointing...
分析記事 Apr 20

OmniAb, Inc. (NASDAQ:OABI) Shares Slammed 29% But Getting In Cheap Might Be Difficult Regardless

To the annoyance of some shareholders, OmniAb, Inc. ( NASDAQ:OABI ) shares are down a considerable 29% in the last...
User avatar
新しいナラティブ Mar 29

Novel Technologies And Clinical Pipeline Will Unlock Future Possibilities

Strong growth in partners and programs suggests robust future milestone and royalty revenues as technologies attract significant opportunities.
分析記事 Nov 15

OmniAb, Inc. (NASDAQ:OABI) Just Reported And Analysts Have Been Cutting Their Estimates

The analysts might have been a bit too bullish on OmniAb, Inc. ( NASDAQ:OABI ), given that the company fell short of...
分析記事 Sep 14

Is OmniAb (NASDAQ:OABI) In A Good Position To Invest In Growth?

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
分析記事 Jul 15

Are Investors Undervaluing OmniAb, Inc. (NASDAQ:OABI) By 43%?

Key Insights OmniAb's estimated fair value is US$7.87 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 May 12

The OmniAb, Inc. (NASDAQ:OABI) First-Quarter Results Are Out And Analysts Have Published New Forecasts

OmniAb, Inc. ( NASDAQ:OABI ) just released its latest quarterly report and things are not looking great. It was not a...
分析記事 Mar 26

Things Look Grim For OmniAb, Inc. (NASDAQ:OABI) After Today's Downgrade

Today is shaping up negative for OmniAb, Inc. ( NASDAQ:OABI ) shareholders, with the analysts delivering a substantial...
分析記事 Feb 28

Revenues Not Telling The Story For OmniAb, Inc. (NASDAQ:OABI)

OmniAb, Inc.'s ( NASDAQ:OABI ) price-to-sales (or "P/S") ratio of 11.4x may look like a poor investment opportunity...
分析記事 Jan 15

OmniAb, Inc.'s (NASDAQ:OABI) Intrinsic Value Is Potentially 37% Above Its Share Price

Key Insights The projected fair value for OmniAb is US$8.52 based on 2 Stage Free Cash Flow to Equity OmniAb's US$6.22...
分析記事 Nov 11

Unpleasant Surprises Could Be In Store For OmniAb, Inc.'s (NASDAQ:OABI) Shares

OmniAb, Inc.'s ( NASDAQ:OABI ) price-to-sales (or "P/S") ratio of 7.6x may look like a poor investment opportunity when...
分析記事 Aug 13

Earnings Update: OmniAb, Inc. (NASDAQ:OABI) Just Reported And Analysts Are Trimming Their Forecasts

The analysts might have been a bit too bullish on OmniAb, Inc. ( NASDAQ:OABI ), given that the company fell short of...
分析記事 May 14

OmniAb, Inc. (NASDAQ:OABI) Analysts Just Cut Their EPS Forecasts Substantially

One thing we could say about the analysts on OmniAb, Inc. ( NASDAQ:OABI ) - they aren't optimistic, having just made a...

株主還元

OABIUS Life SciencesUS 市場
7D28.4%1.6%-0.3%
1Y80.4%7.1%26.7%

業界別リターン: OABI過去 1 年間で7.1 % の収益を上げたUS Life Sciences業界を上回りました。

リターン対市場: OABI過去 1 年間で26.7 % の収益を上げたUS市場を上回りました。

価格変動

Is OABI's price volatile compared to industry and market?
OABI volatility
OABI Average Weekly Movement9.5%
Life Sciences Industry Average Movement8.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

安定した株価: OABI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: OABIの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
201289Matt Foehrwww.omniab.com

バイオテクノロジー企業であるOmniAb, Inc.は、米国、欧州、日本、中国、カナダにおいて、治療薬の創製を可能にする創薬研究技術を製薬会社やバイオテクノロジー企業、学術機関にライセンスしている。同社の技術プラットフォームは、多様な抗体レパートリーを作製・スクリーニングし、パートナーの医薬品開発に最適な抗体やその他の標的結合タンパク質を同定する。OmniAbプラットフォームのバイオロジカル・インテリジェンスは、独自に開発したトランスジェニック動物の免疫系を強化し、ヒト治療薬に最適化された抗体候補を作製する。OmniRat、OmniChicken、OmniMouseは、ヒトの配列を持つ抗体を作製するために遺伝子改変された動物ベースの技術であり、OmniFlicは二重特異性ラット、OmniClicは二重特異性ニワトリで、二重特異性抗体アプリケーションの発見用に設計されている;OmnidAbは、ヒトのVHを足場とした単一ドメインの抗体を発見するためのin vivoプラットフォームであり、OmniDeepは、様々な技術や機能を通じて治療法の発見と最適化を行うためのin silico、人工知能(AI)、機械学習ツール群である。また、Fcサイレンシングプラットフォーム技術については、mAbsolve Ltd.と契約を結んでおり、OmniAb社の抗体探索プラットフォームを使って作製された抗体にSTR技術を組み込んでいる。OmniAb社は2012年に設立され、カリフォルニア州エメリービルに本社を置いている。

OmniAb, Inc. 基礎のまとめ

OmniAb の収益と売上を時価総額と比較するとどうか。
OABI 基礎統計学
時価総額US$343.59m
収益(TTM)-US$54.29m
売上高(TTM)US$28.94m
12.9x
P/Sレシオ
-6.9x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
OABI 損益計算書(TTM)
収益US$28.94m
売上原価US$315.00k
売上総利益US$28.62m
その他の費用US$82.91m
収益-US$54.29m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)-0.37
グロス・マージン98.91%
純利益率-187.59%
有利子負債/自己資本比率0%

OABI の長期的なパフォーマンスは?

過去の実績と比較を見る

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 08:15
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
  • 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

OmniAb, Inc. 7 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。9

アナリスト機関
Robert WassermanBenchmark Company
Matthew HewittCraig-Hallum Capital Group LLC
Joseph PantginisH.C. Wainwright & Co.