Organogenesis Holdings（ORGO）株式概要
再生医療企業であるオルガノジェネシス・ホールディングスは、米国で高度創傷治療、外科・スポーツ医学市場向けの製品を開発、製造、商品化している。 詳細
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Analyst Price Targets
Organogenesis Holdings Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$2.40 |
| 52週高値 | US$7.08 |
| 52週安値 | US$2.04 |
| ベータ | 1.33 |
| 1ヶ月の変化 | -0.41% |
| 3ヶ月変化 | 0% |
| 1年変化 | -23.32% |
| 3年間の変化 | -35.31% |
| 5年間の変化 | -85.47% |
| IPOからの変化 | -82.14% |
最新ニュース
Seeking Alpha • Jun 15
Organogenesis: Mesmerized By Wound Care Struggles, Upcoming ReNu Blockbuster Overlooked
Summary Organogenesis is grappling with significant revenue declines in 2026 due to adverse Medicare policy changes impacting its core skin substitute products. 2025 marked a peak year for ORGO, but 2026 guidance now calls for a 45–52% year-over-year revenue drop to $270–310 million. Market headwinds have intensified, with clinicians in some cases moving away from skin substitutes entirely, compounding ORGO's challenges. Management anticipates a gradual turnaround through 2026, with a potential acceleration in Q4. ReNu, its knee injection with a novel MOA and blockbuster potential, is awaiting FDA approval of its pending BLA. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 01
ORGO: Reimbursement Shakeout And Knee Osteoarthritis BLA Will Drive Future Upside
Analysts reduced their price target on Organogenesis Holdings to $3, citing reimbursement-driven structural shifts that could eventually benefit the company as smaller competitors exit. They also pointed to limited near-term revenue upside after management lowered guidance to reflect a steeper expected decline in 2026.Recent updates
Seeking Alpha • Jun 15
Organogenesis: Mesmerized By Wound Care Struggles, Upcoming ReNu Blockbuster Overlooked
Summary Organogenesis is grappling with significant revenue declines in 2026 due to adverse Medicare policy changes impacting its core skin substitute products. 2025 marked a peak year for ORGO, but 2026 guidance now calls for a 45–52% year-over-year revenue drop to $270–310 million. Market headwinds have intensified, with clinicians in some cases moving away from skin substitutes entirely, compounding ORGO's challenges. Management anticipates a gradual turnaround through 2026, with a potential acceleration in Q4. ReNu, its knee injection with a novel MOA and blockbuster potential, is awaiting FDA approval of its pending BLA. Read the full article on Seeking Alphaナラティブの更新 • Jun 01
ORGO: Reimbursement Shakeout And Knee Osteoarthritis BLA Will Drive Future Upside
Analysts reduced their price target on Organogenesis Holdings to $3, citing reimbursement-driven structural shifts that could eventually benefit the company as smaller competitors exit. They also pointed to limited near-term revenue upside after management lowered guidance to reflect a steeper expected decline in 2026.
ナラティブの更新 • Feb 19
ORGO: FDA Rolling BLA For Knee Osteoarthritis Will Support Bullish Outlook
Analysts have maintained their $8.00 price target on Organogenesis Holdings, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that they view as better aligned with the company’s current risk and earnings profile. What's in the News Organogenesis completed a planned Type B meeting with the FDA, securing confirmation to begin a rolling Biologics License Application for ReNu, with the filing expected to start before the end of December (Key Developments).ナラティブの更新 • Feb 05
ORGO: FDA BLA Progress For Knee Osteoarthritis Will Support Bullish Outlook
Analysts have slightly trimmed their price targets on Organogenesis Holdings, citing updated assumptions that include a modestly higher discount rate, slightly stronger revenue growth and profit margin estimates, and a somewhat lower future P/E multiple. What's in the News Organogenesis Holdings reported a successful Type B meeting with the FDA that cleared the way to start a rolling Biologics License Application, or BLA, for its ReNu product, with filing planned before the end of December (Key Developments).ナラティブの更新 • Jan 21
ORGO: FDA Rolling Submission For Knee Osteoarthritis Therapy Will Support Bullish Outlook
Analysts have nudged their price target on Organogenesis Holdings higher to US$8.00, citing slightly firmer assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Completed a planned Type B meeting with the FDA, receiving confirmation to initiate a rolling Biologics License Application for ReNu, targeted before the end of December (Key Developments).分析記事 • Jan 17
The Market Doesn't Like What It Sees From Organogenesis Holdings Inc.'s (NASDAQ:ORGO) Revenues Yet As Shares Tumble 28%
Organogenesis Holdings Inc. ( NASDAQ:ORGO ) shareholders won't be pleased to see that the share price has had a very...分析記事 • Jan 11
Is Organogenesis Holdings (NASDAQ:ORGO) 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...ナラティブの更新 • Jan 06
ORGO: Regulatory Momentum For Knee Osteoarthritis Therapy Will Support Bullish Outlook
Analysts have raised their fair value estimate for Organogenesis Holdings from US$7.00 to US$8.00, citing changes in the discount rate, revenue growth assumptions, profit margin expectations and future P/E estimates as key drivers of the updated price target. What's in the News Completed a planned Type-B meeting with the FDA, with confirmation to begin a rolling Biologics License Application (BLA) for ReNu before the end of December (Key Developments).ナラティブの更新 • Dec 18
ORGO: Upcoming Knee Osteoarthritis BLA Filing Will Drive Long Term Upside
Analysts have modestly lifted their price target on Organogenesis Holdings to 8.50 dollars from 8.50 dollars, reflecting slightly higher long term profitability and valuation assumptions despite essentially unchanged growth and fair value estimates. What's in the News Completed a planned Type B FDA meeting confirming the path to initiate a rolling Biologics License Application for ReNu for knee osteoarthritis before the end of December, which advances the regulatory strategy for this lead asset (Key Developments) Raised 2025 guidance and projected net product revenue between 500.0 million dollars and 525.0 million dollars, an increase of 4% to 9% year over year, with expected net income between 8.6 million dollars and 25.4 million dollars (Key Developments) Reported that the second Phase 3 randomized controlled trial of ReNu in knee osteoarthritis did not meet its primary endpoint for statistical significance, but showed numerical pain reduction improvements and maintained a favorable safety profile, supporting plans for an FDA BLA filing (Key Developments) Highlighted that ReNu has been evaluated in three large randomized controlled trials involving more than 1,300 patients and previously received FDA Regenerative Medicine Advanced Therapy designation for knee osteoarthritis, which reinforces its clinical and regulatory foundation (Key Developments) Valuation Changes Fair Value Estimate remained unchanged at 8.50 dollars per share, indicating a stable view of intrinsic equity value.ナラティブの更新 • Dec 04
ORGO: Upcoming Knee Osteoarthritis FDA Filing Will Support Future Share Price Expansion
Analysts have modestly raised their price target on Organogenesis Holdings to 8.50 dollars from 7.50 dollars, citing a slightly higher assumed future price to earnings multiple that more than offsets minor adjustments to the discount rate and margin assumptions. What's in the News Raised 2025 earnings guidance, expecting net product revenue of 500 million to 525 million dollars, up 4% to 9% year over year from 482 million dollars in 2024, with projected net income between 8.6 million and 25.4 million dollars (company guidance).分析記事 • Nov 27
Organogenesis Holdings Inc.'s (NASDAQ:ORGO) Shares Bounce 27% But Its Business Still Trails The Industry
Organogenesis Holdings Inc. ( NASDAQ:ORGO ) shares have had a really impressive month, gaining 27% after a shaky period...ナラティブの更新 • Nov 20
ORGO: Anticipated 2025 Guidance And Promising Data Will Support Share Price Expansion
Analysts have revised their price target for Organogenesis Holdings downward from $8.00 to $7.50. This reflects a tempered outlook based on updated forecasts for revenue growth and profit margins.ナラティブの更新 • Aug 15
CMS Reform And Capacity Expansion Will Unlock Long Term Value
With no change in key metrics such as Future P/E and Net Profit Margin, the consensus analyst price target for Organogenesis Holdings remains steady at $8.00. What's in the News Organogenesis updated full-year 2025 guidance: expects net product revenue between $480 million and $510 million (roughly flat to 6% growth) and net income (loss) ranging from a $6.4 million loss to a $16.4 million profit.分析記事 • May 04
Organogenesis Holdings Inc. (NASDAQ:ORGO) Stock Catapults 36% Though Its Price And Business Still Lag The Industry
Despite an already strong run, Organogenesis Holdings Inc. ( NASDAQ:ORGO ) shares have been powering on, with a gain of...
新しいナラティブ • Apr 25
LCD Delays And ReNu Progress Will Unlock Market Potential
Delay in LCDs implementation offers a chance to capitalize on demand, boosting near-term revenue and market share for key products.分析記事 • Mar 02
There's No Escaping Organogenesis Holdings Inc.'s (NASDAQ:ORGO) Muted Revenues Despite A 69% Share Price Rise
The Organogenesis Holdings Inc. ( NASDAQ:ORGO ) share price has done very well over the last month, posting an...Seeking Alpha • Oct 15
Organogenesis: Lurking Disruption With Recovery To Follow
Summary Medicare reimbursement issues expected for certain of Organogenesis' skin substitute projects disrupting revenues in 2025. Major catalyst is expected for ORGO with BLA filing in late 2025. Liquidity is adequate and excellent potential for acquisition on expected pullbacks. Read the full article on Seeking Alpha分析記事 • Sep 09
Why Investors Shouldn't Be Surprised By Organogenesis Holdings Inc.'s (NASDAQ:ORGO) Low P/S
Organogenesis Holdings Inc.'s ( NASDAQ:ORGO ) price-to-sales (or "P/S") ratio of 0.7x might make it look like a strong...分析記事 • Jun 15
We Think Organogenesis Holdings Inc.'s (NASDAQ:ORGO) CEO Compensation Package Needs To Be Put Under A Microscope
Key Insights Organogenesis Holdings to hold its Annual General Meeting on 20th of June Salary of US$908.7k is part of...Seeking Alpha • Jun 10
Organogenesis Holdings: Small-Cap Biotech With Inconsistent Earnings And A Powerful Catalyst
Summary Organogenesis has two disproportionate segments, with Surgical and Sports Medicine making up a small portion of revenues. The company's pipeline candidate, ReNu, has the potential to boost Surgical and Sports Medicine revenues. In recent years, Organogenesis has generated inconsistent earnings and may not need to raise cash before launching ReNu. Read the full article on Seeking Alpha分析記事 • May 21
Investors Can Find Comfort In Organogenesis Holdings' (NASDAQ:ORGO) Earnings Quality
Organogenesis Holdings Inc.'s ( NASDAQ:ORGO ) recent soft profit numbers didn't appear to worry shareholders, as the...分析記事 • May 01
Shareholders Should Be Pleased With Organogenesis Holdings Inc.'s (NASDAQ:ORGO) Price
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 • Apr 10
Is Organogenesis Holdings (NASDAQ:ORGO) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...株主還元
| ORGO | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | -3.2% | 2.5% | 2.3% |
| 1Y | -23.3% | 30.9% | 25.5% |
業界別リターン: ORGO過去 1 年間で30.9 % の収益を上げたUS Biotechs業界を下回りました。
リターン対市場: ORGOは、過去 1 年間で25.5 % のリターンを上げたUS市場を下回りました。
価格変動
| ORGO volatility | |
|---|---|
| ORGO Average Weekly Movement | 8.4% |
| Biotechs Industry Average Movement | 10.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: ORGO 、 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: ORGOの 週次ボラティリティ ( 8% ) 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 |
|---|---|---|---|
| n/a | 854 | Gary Gillheeney | organogenesis.com |
再生医療企業であるオルガノジェネシス社（Organogenesis Holdings Inc.同社の高度創傷治療製品には、保護バリアおよび細胞外マトリックス（ECM）足場として慢性および急性の創傷治療に使用する羊膜および絨毛プラセンタ移植片であるAffinityおよびNovachor、静脈性下腿潰瘍および糖尿病性足潰瘍（DFU）治療用の生体工学的二層皮膚代替物であるApligraf、DFU治療用のヒト真皮線維芽細胞から増殖させた真皮代替物であるDermagraftなどがある；また、サイグナスデュアル、ビアマトリックス、シンプリマックスは、慢性および急性の創傷の治療に使用される常温保存可能な胎盤組織移植片である。同社はまた、手術環境における開放創の管理用のPuraPlyの微粉化バージョンであるPuraPly MZ、軟組織補強用途に使用する生体工学的ブタコラーゲンサージカルマトリックスであるPuraForce、一時的な保護被覆として使用する生体合成創傷マトリックスであるFortiShield、熱傷治癒を促進する生体工学的組織足場であるTransCyteも提供している。さらに、変形性膝関節症に伴う症状管理のための冷凍保存懸濁液ReNu（第3相試験中）、プラセンタ製品も開発している。同社は直販代理店や独立系代理店を通じて、病院、創傷治療センター、政府施設、外来サービスセンター、医院にサービスを提供している。本社はマサチューセッツ州カントン。
Organogenesis Holdings Inc. 基礎のまとめ
| ORGO 基礎統計学 | |
|---|---|
| 時価総額 | US$310.11m |
| 収益（TTM） | -US$14.55m |
| 売上高(TTM) | US$514.70m |
0.6x
P/Sレシオ-21.2x
PER（株価収益率ORGO は割高か？
公正価値と評価分析を参照収益と収入
| ORGO 損益計算書（TTM） | |
|---|---|
| 収益 | US$514.70m |
| 売上原価 | US$134.39m |
| 売上総利益 | US$380.31m |
| その他の費用 | US$394.86m |
| 収益 | -US$14.55m |
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） | -0.11 |
| グロス・マージン | 73.89% |
| 純利益率 | -2.83% |
| 有利子負債／自己資本比率 | 0% |
ORGO 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 | 2026/06/16 12:48 |
| 終値 | 2026/06/16 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 |
|
|
| 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 |
|
* 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
Organogenesis Holdings Inc. 2 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。8
| アナリスト | 機関 |
|---|---|
| Michael Gorman | BTIG |
| Ross Osborn | Cantor Fitzgerald & Co. |
| Richard Newitter | Leerink Partners LLC |