Loading...
SUPN logo

Supernus Pharmaceuticals, Inc.NasdaqGM:SUPN 株式レポート

時価総額 US$2.8b
株価
US$48.21
US$62.83
23.3% 割安 内在価値ディスカウント
1Y47.9%
7D1.2%
1D
ポートフォリオ価値
表示

Supernus Pharmaceuticals, Inc.

NasdaqGM:SUPN 株式レポート

時価総額:US$2.8b

Supernus Pharmaceuticals(SUPN)株式概要

バイオ医薬品会社であるスーパーナス・ファーマシューティカルズ・インクは、米国において中枢神経系(CNS)疾患の治療薬の開発と商業化に従事している。 詳細

SUPN ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長4/6
過去の実績0/6
財務の健全性6/6
配当金0/6

SUPN Community Fair Values

Create Narrative

See what 13 others think this stock is worth. Follow their fair value or set your own to get alerts.

Supernus Pharmaceuticals, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Supernus Pharmaceuticals
過去の株価
現在の株価US$48.21
52週高値US$59.68
52週安値US$30.83
ベータ0.57
1ヶ月の変化-3.12%
3ヶ月変化-14.40%
1年変化47.88%
3年間の変化44.95%
5年間の変化63.09%
IPOからの変化797.77%

最新ニュース

ナラティブの更新 May 11

SUPN: Easing Supply Constraints Will Support Future Repricing Opportunity

Analysts have inched their price target for Supernus Pharmaceuticals higher to $65, supported by refreshed models that factor in updated fair value estimates, modestly different growth and margin assumptions, and greater confidence that Onapgo supply constraints are easing. Analyst Commentary Bullish Takeaways Bullish analysts view the higher US$65 price target as reflecting updated fair value work, where refreshed assumptions on growth and margins support a stronger long-term earnings profile.
ナラティブの更新 Apr 22

SUPN: Resolved Supply Constraints Will Support Future Repricing Potential

Analysts have lifted their price target on Supernus Pharmaceuticals by $5 to $65, citing refreshed models after Q4 results and improved visibility on Onapgo supply as production ramps up with the current supplier and a second source expected in 2027. Analyst Commentary Bullish Takeaways Bullish analysts view the $65 price target, up from $60, as reflecting refreshed forecasts after the latest Q4 update.

Recent updates

ナラティブの更新 May 11

SUPN: Easing Supply Constraints Will Support Future Repricing Opportunity

Analysts have inched their price target for Supernus Pharmaceuticals higher to $65, supported by refreshed models that factor in updated fair value estimates, modestly different growth and margin assumptions, and greater confidence that Onapgo supply constraints are easing. Analyst Commentary Bullish Takeaways Bullish analysts view the higher US$65 price target as reflecting updated fair value work, where refreshed assumptions on growth and margins support a stronger long-term earnings profile.
ナラティブの更新 Apr 22

SUPN: Resolved Supply Constraints Will Support Future Repricing Potential

Analysts have lifted their price target on Supernus Pharmaceuticals by $5 to $65, citing refreshed models after Q4 results and improved visibility on Onapgo supply as production ramps up with the current supplier and a second source expected in 2027. Analyst Commentary Bullish Takeaways Bullish analysts view the $65 price target, up from $60, as reflecting refreshed forecasts after the latest Q4 update.
ナラティブの更新 Apr 07

SUPN: Resolved Supply Constraints And Dual Sourcing Plans Will Support Future Repricing

Narrative Update: Supernus Pharmaceuticals Analyst Price Target Shift Analysts have lifted their price target on Supernus Pharmaceuticals to $65 from $60, citing updated models after Q4 results and expectations that Onapgo supply constraints are now addressed with increased production capacity and a planned second supplier in 2027. Analyst Commentary Analysts see the updated price target as a reflection of fresh Q4 inputs and improved visibility on Onapgo supply.
ナラティブの更新 Mar 24

SUPN: Resolved Supply Constraints Will Support Repricing Through Improved Execution

Analysts have lifted their price target on Supernus Pharmaceuticals to $65 from $60, citing updated models after Q4 results and expectations that Onapgo supply constraints are easing with increased production capacity and an additional supplier planned for 2027. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$65 price target as a reflection of updated models that better align with recent Q4 information and current expectations for the business.
ナラティブの更新 Mar 10

SUPN: Supply Resolution And Refined P/E Assumptions Will Support Repricing

Analysts have increased their price target on Supernus Pharmaceuticals to $65 from $60, citing updated models following Q4 results and expectations that Onapgo supply constraints are now resolved with expanded production capacity. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$65 price target as a reflection of updated Q4 assumptions that support their view of improved execution and earnings potential.
ナラティブの更新 Feb 23

SUPN: Stable Fair Value And Refined P/E Assumptions Will Support Repricing

Analysts modestly adjusted their $61.33 price target on Supernus Pharmaceuticals as they updated their assumptions around revenue growth, profit margin, and future P/E. This reflects a more finely tuned view of the company’s earnings power and valuation risk.
ナラティブの更新 Feb 09

SUPN: Steady Fair Value And P/E Outlook Will Support Bullish Repricing

Analysts have kept their price target for Supernus Pharmaceuticals broadly steady, citing only modest tweaks to underlying assumptions such as a slightly higher discount rate, minor adjustments to expected revenue growth and profit margin, and a largely unchanged future P/E outlook. Valuation Changes Fair Value Estimate remains unchanged at 61.33.
Seeking Alpha Feb 01

Supernus: Outlook For 2026 Positive, Upholding Buy Rating

Summary Supernus remains a Buy, with shares up >50% since mid-2025 and ~25% upside projected for 2026. Qelbree drives growth, with 2026 net sales expected to exceed $450m; patent expirations are being offset by pipeline and acquisitions. The Sage Therapeutics acquisition adds near-term revenue and pipeline depth, though pipeline maturity limits major new launches before 2027. Estimated forward price-to-sales is <4x; cost synergies and incremental pipeline progress support a bullish long-term multi-billion CNS franchise thesis. Read the full article on Seeking Alpha
ナラティブの更新 Jan 25

SUPN: Higher 2025 Revenue Guidance Will Support Expanded Future Earnings Multiple

Analysts have adjusted their price target on Supernus Pharmaceuticals to US$61.33 per share, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E that remain broadly in line with prior estimates. What's in the News Supernus Pharmaceuticals raised its 2025 total revenue guidance to a range of US$685 million to US$705 million, including approximately US$75 million to US$85 million from Trokendi XR and Oxtellar XR (Key Developments).
ナラティブの更新 Jan 10

SUPN: Higher 2025 Revenue Guidance Will Support Expanded Future Earnings Multiple

Analysts have inched their price target on Supernus Pharmaceuticals higher by about $0.83, citing updated assumptions that include a modest adjustment to fair value, slightly different revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News Supernus Pharmaceuticals raised its 2025 total revenue guidance to a range of US$685 million to US$705 million, including approximately US$75 million to US$85 million from Trokendi XR and Oxtellar XR (Key Developments).
ナラティブの更新 Dec 19

SUPN: Faster Therapy Adoption Will Drive Shares Toward Higher Future Upside

Analysts have raised their price target on Supernus Pharmaceuticals to $65, up from $40, citing a faster than expected ramp for ONAPGO and the potential for additional upside beyond current peak sales assumptions. Analyst Commentary Recent research updates reflect a constructive shift in sentiment toward Supernus, with multiple firms lifting price targets and emphasizing the upside from ONAPGO's adoption curve.
ナラティブの更新 Dec 05

SUPN: Upgrades Will Drive Future Upside As Revenue Outlook Tightens

Analysts have raised their price target on Supernus Pharmaceuticals to $65 from $40, reflecting growing confidence in stronger ONAPGO uptake and expanded long term earnings potential. Analyst Commentary Recent Street research reflects a more constructive stance on Supernus, with higher price targets supported by improving ONAPGO assumptions and a clearer long term earnings trajectory.
ナラティブの更新 Nov 20

SUPN: Upgrades Will Drive Momentum As Earnings Guidance Increases

Analysts have raised their price target for Supernus Pharmaceuticals from $59.33 to $60.50, citing improved revenue growth expectations and increased peak sales forecasts for ONAPGO. Analyst Commentary Recent Street research reflects growing optimism around Supernus Pharmaceuticals, as analysts adjust their targets and ratings in response to strong expectations for ONAPGO and the company’s broader growth trajectory.
ナラティブの更新 Nov 05

SUPN: Upgrades And Revenue Outlook Will Shape Performance Amid Execution Risk

Analysts have raised their price target for Supernus Pharmaceuticals by over $4 to approximately $59.33 per share. This change is due to higher future revenue growth expectations and an improved outlook for key therapies.
ナラティブの更新 Oct 22

Analysts Boost Price Targets for Supernus Pharmaceuticals on Accelerating Growth and Revenue Outlook

Supernus Pharmaceuticals’ analyst price targets have risen sharply, with the fair value estimate increasing from $49.20 to $55.20 per share as analysts cite accelerating growth prospects and higher peak sales potential in key product lines. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets substantially, with figures as high as $65 per share.
ナラティブの更新 Oct 08

Widening CNS Access Will Shape Long-term Market Opportunity

Analysts have raised their fair value estimate for Supernus Pharmaceuticals from $40.20 to $49.20, citing a stronger forecast for blockbuster products and higher projected profit margins. This has resulted in a more than $9 increase in their price target.
分析記事 Sep 10

We Ran A Stock Scan For Earnings Growth And Supernus Pharmaceuticals (NASDAQ:SUPN) Passed With Ease

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 Jul 23

Benign Growth For Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) Underpins Its Share Price

Supernus Pharmaceuticals, Inc.'s ( NASDAQ:SUPN ) price-to-sales (or "P/S") ratio of 3.1x might make it look like a buy...
分析記事 May 13

Shareholders Can Be Confident That Supernus Pharmaceuticals' (NASDAQ:SUPN) Earnings Are High Quality

Supernus Pharmaceuticals, Inc. ( NASDAQ:SUPN ) just reported healthy earnings but the stock price didn't move much...
分析記事 Feb 10

Investor Optimism Abounds Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 35.5x Supernus Pharmaceuticals, Inc. ( NASDAQ:SUPN ) may be sending very...
Seeking Alpha Feb 06

Supernus: New Approval Holds Promise Of Increased Growth

Summary Supernus Pharmaceuticals' ONAPGO for Parkinson’s Disease received FDA approval, providing a basis for optimism despite past regulatory challenges with SPN-830. The company is methodically planning ONAPGO's market launch in Q2 2025, supported by a robust nurse education program and access support. Continuous subcutaneous apomorphine infusion has a proven 30-year history in Europe, bolstering confidence in ONAPGO's potential success. Supernus' unsteady earnings and unproductive pipeline make it challenging to value, but ONAPGO's approval marks a significant positive development. Read the full article on Seeking Alpha
Seeking Alpha Nov 12

Supernus Pharmaceuticals: Recently Launched Qelbree Is Powering Growth

Summary Supernus Pharmaceuticals recently posted better-than-expected Q3 results, and management also revised FY2024 guidance upward. The ADHD drug Qelbree, which was approved in 2021, is powering revenue growth, and reduced costs are benefiting the bottom line. The company also has a pristine balance sheet with just over $400 million in cash and marketable securities. An updated analysis around Supernus Pharmaceuticals is provided in the paragraphs below. Read the full article on Seeking Alpha
分析記事 Oct 31

Supernus Pharmaceuticals, Inc.'s (NASDAQ:SUPN) Share Price Could Signal Some Risk

With a median price-to-sales (or "P/S") ratio of close to 2.9x in the Pharmaceuticals industry in the United States...
User avatar
新しいナラティブ Sep 12

Qelbree And GOCOVRI Spearhead Robust Revenue Surge, Setting The Path For Market Domination In CNS Therapeutics

Supernus Pharmaceuticals shows robust growth potential with advancements in its product pipeline and significant net sales growth from key products like Qelbree and GOCOVRI.
Seeking Alpha Sep 12

Supernus: Stock Slides As Qelbree Sales Questioned, But Positives Still Outweigh Negatives

Summary Supernus Pharmaceuticals' stock has risen 15% since my last "strong buy" rating, despite recent analyst downgrades due to Qelbree's slowing growth. Supernus' diverse neuroscience portfolio includes key drugs like Qelbree for ADHD and GOCOVRI for Parkinson's, with Qelbree's revenues being potentially seasonally influenced. Despite falling sales of older drugs, Supernus' strong financial position and promising pipeline, including SPN-820 for depression, suggest significant future upside is achievable, but not inevitable. The market may undervalue Supernus, focusing on risks over potential, but strategic M&A and upcoming catalysts like SPN-820 data could drive substantial gains. Read the full article on Seeking Alpha
分析記事 Aug 19

Supernus Pharmaceuticals' (NASDAQ:SUPN) Conservative Accounting Might Explain Soft Earnings

The market was pleased with the recent earnings report from Supernus Pharmaceuticals, Inc. ( NASDAQ:SUPN ), despite the...
Seeking Alpha Jul 02

Supernus Pharmaceuticals: So-So Neuroscience Portfolio, With ADHD Standout

Summary Supernus' revenue growth is hindered by rapidly declining Trokendi sales. There are no pipeline products reliably poised to help out with revenues. Qelbree provides the one bright point on Supernus' revenues. Read the full article on Seeking Alpha
分析記事 Apr 24

Subdued Growth No Barrier To Supernus Pharmaceuticals, Inc.'s (NASDAQ:SUPN) Price

There wouldn't be many who think Supernus Pharmaceuticals, Inc.'s ( NASDAQ:SUPN ) price-to-sales (or "P/S") ratio of...
Seeking Alpha Mar 04

Supernus Pharmaceuticals: Moving Through An 'Inflection Year'

Summary Today, we take an updated look at Supernus Pharmaceuticals, Inc. after its posted better-than-expected Q4 results last week. The company will be going through an inflection year in 2024 as one core product faces declining sales while two new compounds see considerable sales growth. Supernus used to 2023 to pay off its convertible note obligations and has a debt-free balance sheet with more than $270 million in cash and marketable securities on it. What is ahead for this biopharma company in 2024.  An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
分析記事 May 10

We Think Supernus Pharmaceuticals (NASDAQ:SUPN) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

株主還元

SUPNUS PharmaceuticalsUS 市場
7D1.2%5.4%1.2%
1Y47.9%44.3%28.7%

業界別リターン: SUPN過去 1 年間で44.3 % の収益を上げたUS Pharmaceuticals業界を上回りました。

リターン対市場: SUPN過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。

価格変動

Is SUPN's price volatile compared to industry and market?
SUPN volatility
SUPN Average Weekly Movement4.6%
Pharmaceuticals Industry Average Movement9.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

安定した株価: SUPN 、 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: SUPNの 週次ボラティリティ ( 5% ) 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
2005778Jack Khattarwww.supernus.com

バイオ医薬品企業であるSupernus Pharmaceuticals, Inc.は、米国において中枢神経系(CNS)疾患治療薬の開発・商業化に取り組んでいる。同社は、注意欠陥多動性障害(ADHD)の治療に適応を有する非刺激剤であるQelbree、パーキンソン病(PD)患者におけるジスキネジアおよびレボドパ/カルビドパの治療に適応を有するGOCOVRI、部分てんかん発作の単剤療法に適応を有する徐放性オクスカルバゼピン製剤であるOxtellar XR、進行したPD患者における運動機能低下またはオフエピソードの急性および間欠的治療に適応を有するAPOKYNを提供しています。また、てんかん治療および片頭痛予防を適応症とする徐放性トピラマート製剤であるTrokendi XR、オフエピソードを経験したPD患者におけるレボドパ/カルビドパの治療を適応症とするXADAGO、頸部ジストニアおよび慢性唾液腺炎の治療を適応症とするB型毒素製剤であるMYOBLOCも提供している。さらに、FDAの承認を取得した進行性PD成人患者における運動ゆらぎの治療薬であるONAPGO、てんかん、部分発作、Dravet症候群、Lennox-Gaustaut症候群の治療薬として第2相臨床試験段階にあるファースト・イン・クラスの選択的アセチルコリンエステラーゼ阻害薬であるSPN-817を開発している;抵抗性うつ病治療薬として臨床第2相試験中の低分子化合物SPN-820、ADHD/CNS治療薬として臨床第1相試験中の刺激薬SPN-443。医薬品卸、専門薬局、代理店を通じて製品を販売。ナビトール社とはSPN-820の第2相臨床プログラム実施に関する開発契約を締結している。Supernus Pharmaceuticals, Inc.は2005年に設立され、メリーランド州ロックビルに本社を置いている。

Supernus Pharmaceuticals, Inc. 基礎のまとめ

Supernus Pharmaceuticals の収益と売上を時価総額と比較するとどうか。
SUPN 基礎統計学
時価総額US$2.80b
収益(TTM)-US$29.02m
売上高(TTM)US$776.83m
3.6x
P/Sレシオ
-96.4x
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
SUPN 損益計算書(TTM)
収益US$776.83m
売上原価US$200.94m
売上総利益US$575.90m
その他の費用US$604.91m
収益-US$29.02m

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)-0.50
グロス・マージン74.13%
純利益率-3.74%
有利子負債/自己資本比率0%

SUPN 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2026/05/26 15:20
終値2026/05/22 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

Supernus Pharmaceuticals, Inc. 6 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。17

アナリスト機関
Emily BodnarBerenberg
Chi Meng FongBofA Global Research
Pavan PatelBofA Global Research