BeOne Medicines AG

NasdaqGS:ONC 株式レポート

時価総額：US$39.9b

BeOne Medicines 将来の成長

Future 基準チェック /46

BeOne Medicines利益と収益がそれぞれ年間27.5%と12.4%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22.3% 24.6%なると予測されています。

主要情報

27.5%

収益成長率

24.60%

EPS成長率

Biotechs 収益成長28.8%
収益成長率12.4%
将来の株主資本利益率22.32%
アナリストカバレッジ

Good

最終更新日09 Sep 2026

今後の成長に関する最新情報

分析記事 • May 08

Results: BeOne Medicines AG Beat Earnings Expectations And Analysts Now Have New Forecasts

As you might know, BeOne Medicines AG ( NASDAQ:ONC ) just kicked off its latest quarterly results with some very strong...

Recent updates

ナラティブ更新 • Sep 03

ONC: Oncology And Hema Pipeline Execution Into 2026 Will Drive Re Rating

BeOne Medicines’ analyst fair value estimate has been revised higher to $507.75 from $495.11, reflecting updated models that factor in recent beat and raise Q2 results, higher projected revenue growth, a slightly higher discount rate, a modestly lower profit margin assumption, and a richer future P/E expectation in line with analysts' focus on its advancing oncology and hema pipelines. Analyst Commentary Recent Street research on BeOne Medicines points to a broadly constructive tone, with multiple bullish analysts lifting price targets after the latest beat and raise Q2 results and pipeline updates.
ナラティブ更新 • Aug 20

ONC: Hematology Pipeline And Solid Tumor Catalysts Will Drive Future Upside

BeOne Medicines' analyst fair value estimate has shifted to $433.02 from $412.35, as analysts factor in higher price targets following recent beat and raise quarters, supported by progress across both solid tumor and hematology pipelines. Analyst Commentary Recent Street research on BeOne Medicines points to a generally constructive tone, with most firms adjusting price targets higher after the latest beat and raise quarter and pipeline updates.
分析記事 • Aug 12

Solid Earnings Reflect BeOne Medicines' (NASDAQ:ONC) Strength As A Business

When companies post strong earnings, the stock generally performs well, just like BeOne Medicines AG's ( NASDAQ:ONC...
ナラティブ更新 • Aug 06

ONC: Hematology Execution And 2026 Readouts Will Support Re Rating

BeOne Medicines' updated analyst price target edges higher as analysts factor in a fair value estimate moving to about $495, a slightly higher discount rate, more moderate revenue growth, improved profit margin expectations, and a lower assumed future P/E multiple following recent research updates from major firms. Analyst Commentary Recent research updates paint a constructive picture for BeOne Medicines, with several bullish analysts highlighting a mix of product execution, pipeline progress, and sector positioning as key supports for the stock's current valuation framework.
Seeking Alpha • Jul 30

BeOne Medicines: Owning The Full B-Cell Treatment Sequence

Summary BeOne Medicines is transitioning from a BRUKINSA-driven story to an integrated hematology and oncology platform with multiple growth drivers. Q1 2026 results show 35.5% revenue growth, expanding margins, and rising profitability, supporting a premium valuation justified by strong operational leverage. BRUKINSA, BEQALZI, and tacabrutideg form a defensible three-asset hematology moat, while a solid-tumor pipeline and manufacturing expansion drive future diversification. Despite high concentration risk and a demanding valuation, ONC’s evolving product ecosystem and cash flow generation underpin a bullish outlook. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 13

ONC: Hematology Leadership And Solid Tumor Data Will Drive Future Upside

Analysts have nudged their fair value estimate for BeOne Medicines higher from $336.98 to $344.15, reflecting updated assumptions around revenue growth, profit margins, and Brukinsa and pipeline momentum cited in recent price target increases across the Street. Analyst Commentary Recent Street research on BeOne Medicines points to a generally constructive stance, with several firms lifting price targets in conjunction with sector-wide optimism around biotech earnings and deal activity.
ナラティブ更新 • Jun 24

ONC: Hematology Data And Solid Tumor Readouts Will Drive Future Upside

Analysts have nudged their average price targets higher for BeOne Medicines, pointing to recent FDA progress on sonrotoclax and encouraging ASCO solid tumor data as key reasons for modestly higher fair value estimates and slightly adjusted assumptions on growth, margins and future P/E. Analyst Commentary Recent Street research on BeOne Medicines points to a generally constructive tone, with several bullish analysts adjusting their models after new clinical data and the FDA decision on sonrotoclax.
ナラティブ更新 • Jun 06

ONC: Hematology Leadership And Solid Tumor Pipeline Will Drive Future Upside

Analysts have nudged the fair value estimate for BeOne Medicines to about $337 per share, citing higher price targets from several firms as they factor in the recent accelerated approval of sonrotoclax and updated views on the company’s solid tumor pipeline. Analyst Commentary Recent research on BeOne Medicines reflects a mixed set of views.
ナラティブ更新 • May 23

ONC: Hematology Franchise And Upcoming Trial Readouts Will Support Future Upside

Analysts lifted the price target on BeOne Medicines by $3 to $411.51, as updated models reflect the recent FDA accelerated approval for sonrotoclax in relapse and refractory mantle cell lymphoma, along with ongoing combination trials and a higher assumed profit margin that more than offsets slightly lower projected revenue growth and a reduced future P/E multiple. Analyst Commentary Recent research on BeOne Medicines centers on how the first FDA accelerated approval for sonrotoclax and the outlook for Brukinsa affect valuation, growth expectations, and perceived execution risk.
分析記事 • May 08

Results: BeOne Medicines AG Beat Earnings Expectations And Analysts Now Have New Forecasts

As you might know, BeOne Medicines AG ( NASDAQ:ONC ) just kicked off its latest quarterly results with some very strong...
ナラティブ更新 • Apr 30

ONC: Hematology Leadership And 2026 Pipeline Readouts Will Re Rate Shares

BeOne Medicines' updated analyst price target reflects a modest adjustment, with fair value moving by about $1 per share as analysts balance slightly higher revenue and profit margin assumptions with a lower future P/E multiple following recent target changes and mixed rating updates across the Street. Analyst Commentary Recent research updates on BeOne Medicines show a mix of views, but there is a clear cluster of bullish analysts who see support for the current valuation and room for further upside based on execution around core products and the pipeline.
ナラティブ更新 • Apr 16

ONC: Hematology Strength And Slower Pipeline Progress Will Shape Fairly Valued Shares

The updated analyst price target for BeOne Medicines shifts to $336 from $321, as analysts factor in slightly higher modeled revenue growth, profit margins, and future P/E assumptions, alongside mixed recent research that includes both trims and increases in published targets. Analyst Commentary Recent research around BeOne Medicines reflects a mix of enthusiasm for its core hematology asset and a more cautious reset on what investors should pay for that story.
ナラティブ更新 • Apr 02

ONC: Hematology Pipeline Strength And Upcoming Data Readouts Will Drive Future Upside

BeOne Medicines' analyst price target has been nudged higher to reflect a fair value estimate of about $408, as analysts balance slightly softer long term growth and margin assumptions with ongoing confidence in Brukinsa and the broader hematology pipeline, including support from several recent target hikes and one downgrade to Hold. Analyst Commentary Bullish Takeaways Bullish analysts highlight Brukinsa as a core value driver, treating it as one of the stronger hematology assets and a key pillar supporting current fair value estimates in the low $400s.
ナラティブ更新 • Mar 19

ONC: Hematology Franchise Strength And Pipeline Readouts Will Re Rate Shares

BeOne Medicines' updated analyst price target has moved lower, reflecting a reduced fair value estimate to $478.80 as analysts factor in more moderate revenue growth, slimmer profit margins, a slightly higher discount rate, and a higher future P/E multiple. This multiple is anchored by strong Brukinsa performance but a slower build for the next wave of assets.
ナラティブ更新 • Mar 04

ONC: Brukinsa Reliance And Hematology Pipeline Will Shape Fairly Valued Shares

The analyst price target for BeOne Medicines has been nudged higher by about $13 to align with a fair value update to roughly $321. Analysts are factoring in Q4 results, ongoing Brukinsa performance, and a higher future P/E assumption, alongside slightly more conservative revenue growth and profit margin inputs.
ナラティブ更新 • Feb 18

ONC: Hematology Pipeline Hype Will Pressure Shares If Execution Slips

Analysts have raised their price targets on BeOne Medicines by $9, citing a pipeline they view as underappreciated by the market and supporting that view with updated assumptions regarding growth, profitability, and valuation multiples. Analyst Commentary Recent research has centered on how fully the market is pricing BeOne Medicines' drug pipeline and long term earnings power into the current share price.
ナラティブ更新 • Feb 04

ONC: Hematology And Solid Tumor Pipeline Progress Will Drive Future Upside

Analysts lifted their price target for BeOne Medicines to about $404, up roughly $3, citing increased conviction in the value of its hematology and solid tumor pipeline, which is reflected in a slightly higher assumed future P/E multiple. Analyst Commentary Recent research updates on BeOne Medicines cluster around a similar theme: bullish analysts are raising price targets and citing comfort with both the hematology and solid tumor franchises, while also highlighting execution risks that investors should keep in mind.
ナラティブ更新 • Jan 21

ONC: Hematology Franchise And Oncology Pipeline Are Expected To Re Rate Shares

Analysts have lifted their price targets on BeOne Medicines into the low US$400s, and our fair value estimate has edged up to about US$508 as they highlight what they see as underappreciation of the pipeline, the potential for best in class hematology assets, and additional upside from oncology trial updates. Analyst Commentary Recent Street research on BeOne Medicines has tilted clearly positive, with a series of price target increases into the low US$400s range and at least one rating upgrade.
ナラティブ更新 • Jan 07

ONC: Fair View Balances Blood Cancer Progress With Gastroesophageal Cancer Opportunity

The analyst price target for BeOne Medicines has moved higher to reflect a fair value estimate of $292.03, with analysts pointing to stronger modeled revenue growth and profit margins, supported by recent Street research around Brukinsa performance, Ziihera phase III progress in HER2-positive GEA with Tevimbra, and continued confidence in the CLL and solid tumor pipeline. Analyst Commentary Recent Street research on BeOne Medicines has generally pointed to constructive views on the company’s core franchises, with several price targets adjusted higher alongside updates on Brukinsa, sonrotoclax, and the broader CLL and solid tumor pipeline.
ナラティブ更新 • Dec 14

ONC: Priority Review And Trial Progress Will Drive Future Upside Momentum

Analysts have nudged their blended price target for BeOne Medicines up by about $3 to roughly $402, citing stronger confidence in the chronic lymphocytic leukemia and solid tumor pipelines, recent Ziihera and Tevimbra data, and repeated quarterly beats that support steadily improving margins despite a slightly higher discount rate. Analyst Commentary Bullish analysts point to a broad set of recent price target hikes in the high $380s to low $420s range as evidence that the market is re-rating BeOne Medicines higher on both execution and pipeline visibility.
ナラティブ更新 • Nov 29

ONC: Priority Review And Trial Updates Will Drive Momentum Amid Sector Risks

BeOne Medicines’ analyst price target has edged up from $395 to $399, as analysts point to key clinical updates and solid quarterly performance as catalysts for incremental upside. Analyst Commentary Recent research notes from Street analysts highlight both strengths and risks for BeOne Medicines as the company navigates pivotal clinical developments and posts strong financial results.
ナラティブ更新 • Nov 15

ONC: Pipeline Data And Conference Updates Will Shape Outlook Amid Sector Risks

Analysts have increased their fair value estimate for BeOne Medicines to $395.37 from $382.29, citing strong quarterly results as well as an improved outlook for key therapies and pipeline advancements. Analyst Commentary Bullish analysts emphasized several positive trends in BeOne Medicines' recent performance and outlook, resulting in a series of raised price targets and continued positive ratings.
分析記事 • Nov 14

We Think BeOne Medicines' (NASDAQ:ONC) Profit Is Only A Baseline For What They Can Achieve

Even though BeOne Medicines AG's ( NASDAQ:ONC ) recent earnings release was robust, the market didn't seem to notice...
ナラティブ更新 • Nov 01

ONC: Pivotal Oncology Trial Data Will Drive Future Upside Momentum

BeOne Medicines' fair value price target has risen modestly by $1.20 to $382.29. Analysts cite increased confidence in peak sales for sonrotoclax and the company's broadly advancing oncology pipeline as key drivers for the upward adjustment.
ナラティブ更新 • Oct 17

Oncology Trials And Global Expansion Will Unlock Future Markets

Analysts have raised their fair value price target for BeOne Medicines from $372.97 to $381.09. They cite accelerating revenue growth, an improved profit margin outlook, and positive pivotal trial catalysts as reasons for their more optimistic projections.
ナラティブ更新 • Oct 03

Oncology Trials And Global Expansion Will Unlock Future Markets

Analysts have increased their fair value price target for BeOne Medicines by approximately $5 to $372.97. They cite robust Q2 sales growth, encouraging pipeline developments, and upward revisions to revenue forecasts as reasons for the adjustment.
ナラティブ更新 • Sep 18

Oncology Trials And Global Expansion Will Unlock Future Markets

BeOne Medicines’ consensus price target was raised to $367.68, reflecting analyst optimism driven by robust sales growth, positive pipeline updates, profitability, and increased revenue guidance. Analyst Commentary Bullish analysts highlight BeOne Medicines’ broad oncology pipeline and upcoming pivotal data readouts—specifically BTK inhibitor data in mantle cell lymphoma and PD1 inhibitor/anti-HER2 combination results in gastroesophageal cancer—as key drivers for durable growth.
ナラティブ更新 • Sep 03

Oncology Trials And Global Expansion Will Unlock Future Markets

The consensus analyst price target for BeOne Medicines was raised to $363.30, primarily driven by strong Brukinsa Q2 sales, improved forward revenue guidance, and ongoing pipeline progress. Analyst Commentary Bullish analysts cite robust Q2 sales growth, particularly from Brukinsa in the US and EU, as the main driver for upward price target revisions.
ナラティブ更新 • Aug 08

Oncology Trials And Global Expansion Will Unlock Future Markets

With both revenue growth and net profit margin expectations remaining essentially unchanged, analysts have maintained BeOne Medicines’ fair value at a consensus price target of $357.18. What's in the News BeOne Medicines raised 2025 revenue guidance to $5.0–$5.3 billion, now expecting positive GAAP operating income.

業績と収益の成長予測

NasdaqGS:ONC - 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
12/31/20288,7111,5801,7392,08828
12/31/20277,7191,1751,1981,53734
12/31/20266,7508498221,01132
6/30/20266,1296561,3091,484N/A
3/31/20265,7395131,0941,285N/A
12/31/20255,3432878611,128N/A
9/30/20254,97369464785N/A
6/30/20254,562-178165571N/A
3/31/20254,176-392-240212N/A
12/31/20243,810-645-670-141N/A
9/30/20243,306-822-1,195-603N/A
6/30/20243,097-524-1,356-704N/A
3/31/20242,763-784-1,566-902N/A
12/31/20232,459-882-1,754-1,157N/A
9/30/20232,143-976-1,652-1,058N/A
6/30/20231,811-1,732-2,283-1,738N/A
3/31/20231,557-1,917-2,298-1,824N/A
12/31/20221,416-2,004-1,966-1,497N/A
9/30/20221,250-2,149-2,144-1,686N/A
6/30/20221,069-2,030-2,016-1,620N/A
3/31/2022877-1,960-2,044-1,660N/A
12/31/20211,176-1,458-1,614-1,299N/A
9/30/20211,062-1,340-1,334-1,123N/A
6/30/2021947-1,327-1,193-974N/A
3/31/2021863-1,167-1,030-816N/A
12/31/2020309-1,625-1,510-1,283N/A
9/30/2020266-1,512-1,426-1,218N/A
6/30/2020225-1,394-1,301-1,137N/A
3/31/2020402-1,145N/A-920N/A
12/31/2019428-949N/A-750N/A
9/30/2019430-829N/A-677N/A
6/30/2019434-665N/A-544N/A
3/31/2019244-737N/A-615N/A
12/31/2018198-674N/A-548N/A
9/30/2018158-505N/A-260N/A
6/30/2018324-243N/A-121N/A
3/31/2018271-147N/A-56N/A
12/31/2017238-93N/A13N/A
9/30/2017220-31N/A-107N/A
6/30/2017N/A-184N/A-138N/A
3/31/20170-148N/A-105N/A
12/31/20161-119N/A-90N/A
9/30/20166-109N/A-80N/A
6/30/20167-87N/A-66N/A
3/31/20168-69N/A-56N/A
12/31/20159-57N/A-40N/A
9/30/20156-34N/A-34N/A

アナリストによる今後の成長予測

収入対貯蓄率: ONCの予測収益成長率 (年間27.5% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: ONCの収益 ( 27.5% ) はUS市場 ( 17.3% ) 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: ONCの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: ONCの収益 ( 12.4% ) US市場 ( 13.5% ) よりも低い成長が予測されています。

高い収益成長: ONCの収益 ( 12.4% ) 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: ONC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 ( 22.3 %)

成長企業の発掘

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1Y

7D

1Y

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1Y

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2026/09/10 14:07
終値2026/09/10 00:00
収益2026/06/30
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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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

BeOne Medicines AG 34 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。70

アナリスト機関
Tianli WenAletheia Analyst Network Limited
Brian SkorneyBaird
Peter LawsonBarclays