ARS Pharmaceuticals（SPRY）株式概要
バイオ医薬品会社であるARSファーマシューティカルズ・インクは、米国内外で重篤なアレルギー反応の治療薬を開発・販売している。 詳細
SPRY Community Fair Values
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Analyst Price Targets
ARS Pharmaceuticals, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$7.94 |
| 52週高値 | US$18.90 |
| 52週安値 | US$6.66 |
| ベータ | 0.80 |
| 1ヶ月の変化 | -2.46% |
| 3ヶ月変化 | -10.28% |
| 1年変化 | -34.89% |
| 3年間の変化 | 2.45% |
| 5年間の変化 | n/a |
| IPOからの変化 | 31.02% |
最新ニュース
ナラティブの更新 • May 01
SPRY: Disruptor Positioning And Recent Approvals Will Support Future Upside Potential
Analysts have adjusted their price target for ARS Pharmaceuticals slightly from about $27.00 to roughly $26.71. This reflects updated assumptions around discount rates, profit margins, revenue growth, and future P/E expectations following recent bullish Street research initiations.
ナラティブの更新 • Apr 15
SPRY: Bullish Coverage Sees Future Upside From Execution On Commercial Rollout
Analysts have reset their fair value estimate for ARS Pharmaceuticals to $34.00 from $40.00, reflecting updated assumptions on revenue growth, profit margins, discount rate, and future P/E following recent bullish coverage initiations. Analyst Commentary Recent bullish coverage initiations frame ARS Pharmaceuticals as a potential disruptor in its category, with valuation work now anchored to the revised US$34.00 fair value estimate.
ナラティブの更新 • Apr 01
SPRY: Rival FDA Setback Will Support Future Anaphylaxis Market Upside
Narrative Update: ARS Pharmaceuticals (SPRY) Analysts have nudged their fair value estimate for ARS Pharmaceuticals slightly higher to about $12.08 per share, citing updated assumptions on revenue growth, profit margins and future P/E multiples following a recent research note highlighting regulatory setbacks for a key competitor. Analyst Commentary Recent research has framed the regulatory setback at a key competitor as a potential opening for ARS Pharmaceuticals, but bearish analysts still flag important risks around execution and valuation.Recent updates
ナラティブの更新 • May 01
SPRY: Disruptor Positioning And Recent Approvals Will Support Future Upside Potential
Analysts have adjusted their price target for ARS Pharmaceuticals slightly from about $27.00 to roughly $26.71. This reflects updated assumptions around discount rates, profit margins, revenue growth, and future P/E expectations following recent bullish Street research initiations.ナラティブの更新 • Apr 15
SPRY: Bullish Coverage Sees Future Upside From Execution On Commercial Rollout
Analysts have reset their fair value estimate for ARS Pharmaceuticals to $34.00 from $40.00, reflecting updated assumptions on revenue growth, profit margins, discount rate, and future P/E following recent bullish coverage initiations. Analyst Commentary Recent bullish coverage initiations frame ARS Pharmaceuticals as a potential disruptor in its category, with valuation work now anchored to the revised US$34.00 fair value estimate.ナラティブの更新 • Apr 01
SPRY: Rival FDA Setback Will Support Future Anaphylaxis Market Upside
Narrative Update: ARS Pharmaceuticals (SPRY) Analysts have nudged their fair value estimate for ARS Pharmaceuticals slightly higher to about $12.08 per share, citing updated assumptions on revenue growth, profit margins and future P/E multiples following a recent research note highlighting regulatory setbacks for a key competitor. Analyst Commentary Recent research has framed the regulatory setback at a key competitor as a potential opening for ARS Pharmaceuticals, but bearish analysts still flag important risks around execution and valuation.ナラティブの更新 • Mar 18
SPRY: Competitor FDA Setback Will Support Future Upside Potential
Analysts now set a revised price target of about $27 for ARS Pharmaceuticals, down from roughly $28.83. This reflects updated assumptions around higher projected revenue growth, a lower profit margin profile, and a higher future P/E, with recent competitor regulatory setbacks cited as an important supporting factor.ナラティブの更新 • Mar 04
SPRY: Rival FDA Setback And Global Approvals Will Support Future Upside
Narrative Update on ARS Pharmaceuticals (SPRY) Analysts have lifted their price target on ARS Pharmaceuticals to $12.00, citing updated assumptions around discount rate, revenue growth, profit margin, and future P/E that, in their view, reflect a more favorable competitive setup following a deficiency letter issued to a key rival by the FDA. Analyst Commentary Even with a raised price target to US$12.00 tied to a tougher outlook for a key rival, analysts are not uniformly enthusiastic.ナラティブの更新 • Feb 18
SPRY: Competitor FDA Setback And Global Approvals Will Support Future Upside
Analysts now see fair value for ARS Pharmaceuticals rising slightly from about $28.00 to roughly $28.83 per share, citing the recent FDA deficiency letter to a key competitor as support for their updated price target and underlying assumptions. Analyst Commentary Bullish Takeaways Bullish analysts view the FDA deficiency letter to a key competitor as easing near term competitive pressure on ARS Pharmaceuticals, which they see as supportive of the updated fair value near US$28.83 per share.Seeking Alpha • Feb 14
ARS Pharmaceuticals: Climbing Neffy Sales And Global Expansion Could Re-Rate The Stock
Summary SPRY’s main product is Neffy, which is a needle-free epinephrine spray. Its sales are ramping quickly, and Q3 2025 sales hit $31.3 million. My core thesis is that Neffy’s more convenient delivery mechanism will resonate with patients far better than injections. Also, a convenient nasal spray is a much simpler administration method that should reduce user error and unlock diagnosed-but-untreated anaphylaxis demographics. SPRY also has international approvals and partners (Europe, UK, Japan, China, Australia), which help diversify its commercialization risk beyond the US. In my view, CSU (currently in Phase 2b) could open another valuable franchise as well. So, on balance, I feel SPRY now offers a compelling “Buy” opportunity. Read the full article on Seeking Alphaナラティブの更新 • Feb 03
SPRY: Competitor Delay And Global Allergy Access Will Drive Future Upside
Narrative Update on ARS Pharmaceuticals Analysts trimmed their fair value estimate for ARS Pharmaceuticals from about $28.83 to $28.00, reflecting slightly adjusted assumptions around discount rates, revenue growth, profit margins, and future P/E. They also highlighted competitor delays and recent strength in Neffy uptake and revenue as key parts of their rationale.ナラティブの更新 • Jan 19
SPRY: Virtual Access And China Approval Will Drive Needle Free Allergy Share
Analysts have reduced their price targets on ARS Pharmaceuticals to a range centered around roughly US$30 to US$35, citing ongoing momentum for neffy, recent revenue outperformance, and a potentially delayed competitive launch following the FDA deficiency letter to a rival product. Analyst Commentary Recent research updates on ARS Pharmaceuticals focus heavily on neffy adoption, revenue traction, and the competitive backdrop in anaphylaxis treatment.分析記事 • Jan 10
ARS Pharmaceuticals, Inc. (NASDAQ:SPRY) Stock Catapults 25% Though Its Price And Business Still Lag The Industry
ARS Pharmaceuticals, Inc. ( NASDAQ:SPRY ) shareholders would be excited to see that the share price has had a great...ナラティブの更新 • Jan 05
SPRY: Needle Free Allergy Rescue Will Gain Share On Virtual Access Programs
Analysts have inched their fair value estimate for ARS Pharmaceuticals higher to about $28.83 per share from roughly $28.67, citing strong recent revenue from Neffy, fresh Street targets in the $30 to $35 range, and expectations for continued adoption supported by direct to consumer efforts and broader prescriber uptake. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the recent Q3 revenue of $32.5M exceeded both Street consensus and internal models.ナラティブの更新 • Dec 15
SPRY: Neffy Launch Momentum And DTC Campaigns Will Drive Future Upside
Analysts have revised their price target on ARS Pharmaceuticals lower, effectively halving fair value to about $12 per share from roughly $25, as they balance stronger than expected Neffy launch metrics and accelerating revenue growth with a higher discount rate and more conservative long term valuation multiples. Analyst Commentary Recent Street research continues to frame ARS Pharmaceuticals as a high growth story supported by strong Neffy uptake, but with a more tempered risk reward profile as valuation, competitive dynamics, and launch execution risks are reassessed.ナラティブの更新 • Nov 30
SPRY: Needle-Free Delivery Will Capture Market Share From Auto-Injectors
The analyst fair value estimate for ARS Pharmaceuticals has been lowered from approximately $30.00 to $28.67 per share. Analysts cite moderating revenue growth expectations and a significant reduction in projected profit margins as key factors driving the adjustment, despite continued positive momentum for the company's signature product, neffy.ナラティブの更新 • Nov 16
SPRY: Needle-Free Allergy Treatment Will Drive Market Share Expansion
The analyst price target for ARS Pharmaceuticals has been lowered from $31.00 to $30.00 per share, as analysts cite strong recent financials, expanding market share for Neffy, and optimism about future adoption. This outlook is balanced by moderated revenue growth expectations.分析記事 • Aug 28
ARS Pharmaceuticals, Inc. (NASDAQ:SPRY) May Have Run Too Fast Too Soon With Recent 27% Price Plummet
ARS Pharmaceuticals, Inc. ( NASDAQ:SPRY ) shares have had a horrible month, losing 27% after a relatively good period...分析記事 • Aug 15
ARS Pharmaceuticals (NASDAQ:SPRY) May Not Be Profitable But It Seems To Be Managing Its Debt Just Fine, Anyway
NasdaqGM:SPRY 1 Year Share Price vs Fair Value Explore ARS Pharmaceuticals's Fair Values from the Community and select...分析記事 • Jun 30
ARS Pharmaceuticals, Inc. (NASDAQ:SPRY) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected
Despite an already strong run, ARS Pharmaceuticals, Inc. ( NASDAQ:SPRY ) shares have been powering on, with a gain of...分析記事 • May 15
Analysts Have Just Cut Their ARS Pharmaceuticals, Inc. (NASDAQ:SPRY) Revenue Estimates By 15%
Today is shaping up negative for ARS Pharmaceuticals, Inc. ( NASDAQ:SPRY ) shareholders, with the analysts delivering a...
新しいナラティブ • May 01
80% Coverage And Pediatric Launch Will Expand Global Markets
Rapid payer coverage expansion and pediatric market entry may enhance revenue and ease prescribing burdens with reduced authorization requirements.分析記事 • Apr 03
Revenues Not Telling The Story For ARS Pharmaceuticals, Inc. (NASDAQ:SPRY) After Shares Rise 28%
ARS Pharmaceuticals, Inc. ( NASDAQ:SPRY ) shareholders would be excited to see that the share price has had a great...分析記事 • Mar 26
Downgrade: Here's How Analysts See ARS Pharmaceuticals, Inc. (NASDAQ:SPRY) Performing In The Near Term
One thing we could say about the analysts on ARS Pharmaceuticals, Inc. ( NASDAQ:SPRY ) - they aren't optimistic, having...Seeking Alpha • Feb 06
ARS Pharmaceuticals' Neffy Launch Could Be A Hit For Severe Allergic Reactions
Summary ARS Pharmaceuticals launched Neffy, the first FDA-approved needle-free epinephrine nasal spray for severe allergic reactions. Neffy’s early sales also beat expectations, which I think showcases how much of a blockbuster it could become over time. Neffy targets several segments within severe allergic reactions and could also become an OTC medication soon. In total, this is a multibillion-dollar TAM. SPRY plans to expand Neffy’s indications into CSU and pediatric use relatively soon as well, which could give us further stock price catalysts in the near term. Still, there are a few risks related to insurance coverage policies and competition with traditional auto-injectors. But aside from that, I think SPRY is a 'Buy'. Read the full article on Seeking AlphaSeeking Alpha • Nov 20
ARS Pharmaceuticals: Demand Curve Is Key Unknown
Summary ARS Pharmaceuticals' Neffy, a first non-injectable epinephrine nasal spray, recently launched in the U.S. and Europe, helping to drive a 140% YTD stock increase. The company has a solid balance sheet with $205 million in cash and a new $145 million upfront payment as part of a licensing deal with ALK-Abelló. However, it is tough to determine the demand curve this close to the start of commercialization, and there has been some notable insider selling in November. An analysis around ARS Pharmaceuticals follows in the paragraphs below. Read the full article on Seeking Alpha分析記事 • Sep 13
We're Interested To See How ARS Pharmaceuticals (NASDAQ:SPRY) Uses Its Cash Hoard To Grow
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Sep 06
ARS Pharmaceuticals: A Decent Bet For Upside After Neffy Approval
Summary ARS Pharmaceuticals' neffy, a needle-free nasal spray for Type I allergic reactions, received early FDA approval, driving a 120% YTD share price increase. Neffy addresses a significant unmet need, potentially capturing a large market share from injectable epinephrine products like EpiPen, with projected peak revenues of ~$750m annually. Despite initial FDA rejection, neffy's approval is backed by compelling clinical data, and ARS plans to expand into Europe, China, Japan, and Australia. While ARS faces challenges from established competitors, neffy's advantages and ARS's strategic marketing efforts make it a slightly risky but compelling buy opportunity. Read the full article on Seeking AlphaSeeking Alpha • Jun 25
ARS Pharmaceuticals On Track With Neffy Despite Regulatory Hurdles
Summary ARS Pharmaceuticals stock has recovered since the FDA's Complete Response Letter regarding its epinephrine nasal spray, neffy. Despite competition and a delayed market entry, ARS Pharmaceuticals remains ahead with its unique nasal spray, aiming for a significant market share. With substantial cash reserves, ARS is financially stable until 2029, though increased expenses are anticipated as the product launch nears. SPRY stock is a hold, suited for a barbell strategy portfolio, balancing high risk/reward potential amidst significant competitive and regulatory risks. Read the full article on Seeking Alpha分析記事 • Mar 18
We're Not Very Worried About ARS Pharmaceuticals' (NASDAQ:SPRY) Cash Burn Rate
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...分析記事 • Nov 14
ARS Pharmaceuticals (NASDAQ:SPRY) Is In A Good Position To Deliver On Growth Plans
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...分析記事 • May 12
Here's Why We're Not Too Worried About ARS Pharmaceuticals' (NASDAQ:SPRY) Cash Burn Situation
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...株主還元
| SPRY | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | -11.8% | 1.0% | 1.1% |
| 1Y | -34.9% | 40.3% | 26.7% |
業界別リターン: SPRY過去 1 年間で40.3 % 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: SPRYは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。
価格変動
| SPRY volatility | |
|---|---|
| SPRY Average Weekly Movement | 7.2% |
| Biotechs Industry Average Movement | 10.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: SPRY 、 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: SPRYの 週次ボラティリティ ( 7% ) 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 |
|---|---|---|---|
| 2015 | 161 | Rich Lowenthal | ars-pharma.com |
バイオ医薬品会社であるARS Pharmaceuticals, Inc.は、米国内外で重篤なアレルギー反応の治療薬を開発・販売している。同社は、アナフィラキシーを含むI型アレルギー反応の緊急治療のためのエピネフリンの無針経鼻投与であるneffyの開発に携わっている。ARS Pharmaceuticals, Inc.は2015年に設立され、カリフォルニア州サンディエゴに本社を置いている。
ARS Pharmaceuticals, Inc. 基礎のまとめ
| SPRY 基礎統計学 | |
|---|---|
| 時価総額 | US$788.45m |
| 収益（TTM） | -US$171.30m |
| 売上高(TTM) | US$84.28m |
9.4x
P/Sレシオ-4.6x
PER（株価収益率SPRY は割高か？
公正価値と評価分析を参照収益と収入
| SPRY 損益計算書（TTM） | |
|---|---|
| 収益 | US$84.28m |
| 売上原価 | US$33.60m |
| 売上総利益 | US$50.67m |
| その他の費用 | US$221.97m |
| 収益 | -US$171.30m |
直近の収益報告
Dec 31, 2025
次回決算日
May 15, 2026
| 一株当たり利益（EPS） | -1.73 |
| グロス・マージン | 60.13% |
| 純利益率 | -203.25% |
| 有利子負債／自己資本比率 | 147.5% |
SPRY 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 | 2026/05/14 12:14 |
| 終値 | 2026/05/14 00:00 |
| 収益 | 2025/12/31 |
| 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
ARS Pharmaceuticals, Inc. 5 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。11
| アナリスト | 機関 |
|---|---|
| Joshua Schimmer | Cantor Fitzgerald & Co. |
| Roanna Clarissa Ruiz | Leerink Partners LLC |
| Carl Byrnes | Northland Capital Markets |