Organogenesis Holdings Inc.

NasdaqCM:ORGO 株式レポート

時価総額:US$312.7m

Organogenesis Holdings 将来の成長

Future 基準チェック /06

Organogenesis Holdingsの収益は年間9.4%で減少すると予測されていますが、年間利益は年間17%で増加すると予想されています。EPS は年間17.5%で増加すると予想されています。

主要情報

17.0%

収益成長率

17.45%

EPS成長率

Biotechs 収益成長25.2%
収益成長率-9.4%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日28 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 Jun 23

ORGO: Reimbursement Reset And Knee OA BLA Will Support Future Upside

Analysts have kept their $3 price target on Organogenesis Holdings intact, citing the view that reimbursement changes and a potential shakeout among smaller competitors could eventually help the company, while recently lowered guidance and limited near term revenue upside restrain expectations. What's in the News Organogenesis Holdings issued earnings guidance for the first half, second half, and full year 2026, indicating total net revenue in a range of $270.0 million to $310.0 million compared with $564.2 million reported for full year 2025, based on company guidance.
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...
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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...

業績と収益の成長予測

NasdaqCM:ORGO - 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
12/31/2028372-2311272
12/31/2027338-40-962
12/31/2026283-120-37-232
3/31/2026515-151731N/A
12/31/202556420-24-10N/A
9/30/2025465-9-52-39N/A
6/30/2025430-11-46-33N/A
3/31/2025459-20-74N/A
12/31/2024482-1414N/A
9/30/2024455-7414N/A
6/30/2024448-17922N/A
3/31/20244356726N/A
12/31/20234335731N/A
9/30/202344913-428N/A
6/30/202345710-1917N/A
3/31/202346113-1618N/A
12/31/202245116-925N/A
9/30/202246359735N/A
6/30/2022460712357N/A
3/31/2022462833265N/A
12/31/2021467943162N/A
9/30/2021446623667N/A
6/30/2021433692848N/A
3/31/202137943321N/A
12/31/202033817-125N/A
9/30/2020306-5-40-24N/A
6/30/2020270-37-50-38N/A
3/31/2020266-42-51-41N/A
12/31/2019261-39N/A-34N/A
9/30/2019250-46N/A-45N/A
6/30/2019236-48N/A-62N/A
3/31/2019215-58N/A-66N/A
12/31/2018193-65N/A-61N/A
9/30/2018183-60N/A-46N/A
6/30/2018184-52N/A-25N/A
3/31/2018187-32N/A-9N/A
12/31/2017199-9N/A-3N/A
12/31/2016139-17N/A-5N/A
12/31/201599-24N/A-10N/A

アナリストによる今後の成長予測

収入対貯蓄率: ORGO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: ORGO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: ORGO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: ORGOの収益は今後 3 年間で減少すると予想されています (年間-9.4% )。

高い収益成長: ORGOの収益は今後 3 年間で減少すると予測されています (年間-9.4% )。


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: ORGO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2026/06/23 09:33
終値2026/06/23 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

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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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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

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 GormanBTIG
Ross OsbornCantor Fitzgerald & Co.
Richard NewitterLeerink Partners LLC