Camurus AB (publ)

OM:CAMX 주식 리포트

시가총액: SEK 31.4b

Camurus 향후 성장

Future 기준 점검 6/6

Camurus (는) 각각 연간 34.8% 및 27.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 35.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 32.4% 로 예상됩니다.

핵심 정보

34.8%

이익 성장률

35.14%

EPS 성장률

Pharmaceuticals 이익 성장36.7%
매출 성장률27.5%
향후 자기자본이익률32.38%
애널리스트 커버리지

Good

마지막 업데이트13 May 2026

최근 향후 성장 업데이트

분석 기사 May 15

Camurus AB (publ) Just Missed EPS By 29%: Here's What Analysts Think Will Happen Next

Camurus AB (publ) ( STO:CAMX ) missed earnings with its latest quarterly results, disappointing overly-optimistic...
분석 기사 Nov 09

Here's What Analysts Are Forecasting For Camurus AB (publ) (STO:CAMX) Following Its Earnings Miss

Camurus AB (publ) ( STO:CAMX ) just released its latest quarterly report and things are not looking great. It looks...

Recent updates

분석 기사 May 20

The Strong Earnings Posted By Camurus (STO:CAMX) Are A Good Indication Of The Strength Of The Business

Investors were underwhelmed by the solid earnings posted by Camurus AB (publ) ( STO:CAMX ) recently. Our analysis says...
분석 기사 May 15

Camurus AB (publ) Just Missed EPS By 29%: Here's What Analysts Think Will Happen Next

Camurus AB (publ) ( STO:CAMX ) missed earnings with its latest quarterly results, disappointing overly-optimistic...
내러티브 업데이트 Apr 29

CAMX: 2026 Guidance And Earnings Outlook Will Drive Future Upside Potential

Analysts have trimmed their price target on Camurus to SEK770 from SEK814, reflecting updated views on fair value, discount rate and the balance between higher projected revenue growth and more moderate profit margins, with only a small adjustment to expected future P/E. What's in the News Camurus issued earnings guidance for 2026, setting expected revenues in a range of SEK 2.6b to SEK 2.9b (Key Developments).
내러티브 업데이트 Apr 14

CAMX: 2026 Earnings Guidance Will Support Further Share Price Upside

Analysts have maintained their SEK 930 price target on Camurus, supported by updated forecasts that reflect slightly higher revenue growth, a marginally stronger profit margin, and a modestly lower future P/E assumption. What's in the News Camurus issued earnings guidance for 2026, with expected revenues in a range of SEK 2.6b to SEK 2.9b.
내러티브 업데이트 Mar 31

CAMX: FDA Review Of Resubmitted NDA Will Drive Future Upside

Analysts have trimmed their 12 month price target for Camurus from SEK 660 to SEK 610, citing updated assumptions that include revised revenue growth, profit margin and future P/E expectations. What's in the News Camurus issued earnings guidance for 2026, with expected revenues of SEK 2.6b to SEK 2.9b and an operating result of SEK 0.9b to SEK 1.2b, framed against internal 2025 expectations (Key Developments).
내러티브 업데이트 Mar 17

CAMX: 2026 Guidance And US FDA Review Will Drive Future Upside

Analysts have kept their SEK 930 price target for Camurus unchanged, citing only minor adjustments in their assumptions for revenue growth, profit margin and future P/E as the main reasons for maintaining this level. What's in the News Camurus issued earnings guidance for 2026, with expected revenues of SEK 2.6b to SEK 2.9b and an operating result of SEK 0.9b to SEK 1.2b (Corporate guidance).
내러티브 업데이트 Mar 03

CAMX: Upcoming US And EU Launches Will Drive Future Upside Potential

Analysts have reset their price target on Camurus to SEK 930 from SEK 1,102, reflecting updated views on slightly higher forecast revenue growth, a modestly lower projected profit margin and a reduced future P/E multiple. What's in the News Camurus issued earnings guidance for 2026, expecting revenues of SEK 2.6b to SEK 2.9b and an operating result of SEK 0.9b to SEK 1.2b (Corporate guidance).
분석 기사 Feb 18

These Analysts Just Made A Sizeable Downgrade To Their Camurus AB (publ) (STO:CAMX) EPS Forecasts

One thing we could say about the analysts on Camurus AB (publ) ( STO:CAMX ) - they aren't optimistic, having just made...
내러티브 업데이트 Feb 17

CAMX: FDA Review And New Partnership Will Drive Future Upside

Analysts have kept their SEK 660 price target for Camurus unchanged, with updated assumptions pointing to higher forecast revenue growth and a higher future P/E, alongside a lower projected profit margin. What's in the News Camurus issued earnings guidance for 2026, with expected revenues of SEK 2.6b to SEK 2.9b and an operating result of SEK 0.9b to SEK 1.2b, both framed relative to 2025 levels in the company communication (Corporate guidance).
내러티브 업데이트 Feb 03

CAMX: Obesity Data And Resubmitted NDA Will Drive Future Upside Potential

Analysts have lifted their price target on Camurus from SEK 793.71 to SEK 814.17, citing updated assumptions around revenue growth, margin potential, and a lower future P/E multiple as key drivers of the change. What's in the News The U.S. FDA accepted Camurus' resubmitted New Drug Application for Oclaiz (CAM2029) for acromegaly treatment and set a PDUFA target action date of 10 June 2026, following an earlier Complete Response Letter related to a third party manufacturing facility (Key Developments).
내러티브 업데이트 Jan 19

CAMX: Guidance Cut Will Be Offset By Pipeline Progress And New Partnership

Analysts have kept their price target for Camurus steady at SEK 660, citing updated assumptions around revenue growth, a profit margin of 72.87% and a future P/E of 12.70 as key inputs to their valuation work. What's in the News The U.S. FDA accepted Camurus' resubmitted New Drug Application for Oclaiz (CAM2029) for acromegaly, with a PDUFA target action date of 10 June 2026.
내러티브 업데이트 Jan 05

CAMX: Revised Outlook Will Balance Guidance Cut With Pipeline And Partnership Progress

Analysts have trimmed their Camurus fair value estimate from SEK 690.00 to SEK 660.00, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News Camurus revised its 2025 earnings guidance, now expecting total revenue of SEK 2.3b to SEK 2.6b, compared with the previous range of SEK 2.7b to SEK 3.0b, while keeping profit before tax guidance at SEK 0.9b to SEK 1.2b (Key Developments).
내러티브 업데이트 Dec 22

CAMX: Positive Obesity Data Will Drive Future Upside Potential

Narrative Update on Camurus Analysts have modestly raised their price target on Camurus to reflect a fair value of approximately SEK 794 per share, citing sustained strong revenue growth expectations and robust long term profit margins as key drivers of the upward revision. What's in the News Reported positive topline Phase 1b results for CAM2056, a monthly FluidCrystal semaglutide, showing dose dependent reductions in body weight, A1c, and fasting glucose that were comparable to or exceeded weekly semaglutide, with similar or better efficacy in a shorter treatment period (Key Developments).
내러티브 업데이트 Dec 08

CAMX: Positive Obesity Data And New EU Launch Will Drive Upside

Analysts have modestly trimmed their price target on Camurus, lowering it by approximately SEK 7 to reflect slightly softer long term revenue growth and margin assumptions, partly offset by a higher expected future earnings multiple. What's in the News Positive topline Phase 1b data for monthly GLP 1 candidate CAM2056 showed dose dependent reductions in body weight, A1c, and fasting glucose that were comparable to or exceeded weekly semaglutide, with a favorable extended release profile suitable for monthly dosing (Key Developments) In the Phase 1b trial, CAM2056 10 mg achieved a mean weight loss of 9.3 percent at Day 85 versus 5.2 percent for weekly semaglutide, with statistically significant treatment difference, and similar weight reduction after 3 months as weekly semaglutide after 5 months (Key Developments) Camurus lowered its 2025 revenue guidance to SEK 2.3 billion to SEK 2.6 billion from SEK 2.7 billion to SEK 3.0 billion, while maintaining profit before tax guidance at SEK 0.9 billion to SEK 1.2 billion (Key Developments) Camurus launched Oczyesa, an octreotide subcutaneous depot for maintenance treatment of adults with acromegaly previously stabilized on somatostatin analogs, in Germany as the first EU market (Key Developments) Valuation Changes Fair Value: Trimmed slightly from SEK 800.86 to SEK 793.71, reflecting a modest downward revision in intrinsic value estimates.
분석 기사 Dec 08

Camurus AB (publ)'s (STO:CAMX) Intrinsic Value Is Potentially 69% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Camurus fair value estimate is kr1,022 Camurus is estimated to...
내러티브 업데이트 Nov 24

CAMX: New European Launch And Regulatory Progress Will Drive Future Upside

Camurus's analyst price target has been slightly revised downward from SEK 801.17 to SEK 800.86. This change reflects updated assessments on growth and profitability expectations according to analysts.
분석 기사 Nov 19

Analysts Have Just Cut Their Camurus AB (publ) (STO:CAMX) Revenue Estimates By 11%

Market forces rained on the parade of Camurus AB (publ) ( STO:CAMX ) shareholders today, when the analysts downgraded...
분석 기사 Nov 09

Here's What Analysts Are Forecasting For Camurus AB (publ) (STO:CAMX) Following Its Earnings Miss

Camurus AB (publ) ( STO:CAMX ) just released its latest quarterly report and things are not looking great. It looks...
내러티브 업데이트 Nov 07

CAMX: European Market Launch And Regulatory Wins Will Drive Profitability Higher

Analysts have lowered their price target for Camurus from SEK 832.17 to SEK 801.17. They cite modestly higher discount rates and slower projected revenue growth, although the updated outlook includes improved profit margins.
분석 기사 Oct 19

If EPS Growth Is Important To You, Camurus (STO:CAMX) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
내러티브 업데이트 Sep 04

Global Expansion And Regulatory Approvals Will Transform Healthcare Delivery

With key metrics such as future P/E (16.49x) and net profit margin (54.67%) remaining stable, Camurus’s fair value assessment is unchanged, with the consensus analyst price target holding steady at SEK832.17. What's in the News Camurus received UK MHRA marketing authorization for Oczyesa® (octreotide subcutaneous depot) for maintenance treatment of adult acromegaly patients, following comprehensive clinical studies including two Phase 3 trials.
분석 기사 Jun 10

Should You Be Adding Camurus (STO:CAMX) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 May 23

There May Be Underlying Issues With The Quality Of Camurus' (STO:CAMX) Earnings

Last week's profit announcement from Camurus AB (publ) ( STO:CAMX ) was underwhelming for investors, despite headline...
분석 기사 May 08

There's No Escaping Camurus AB (publ)'s (STO:CAMX) Muted Revenues Despite A 27% Share Price Rise

Camurus AB (publ) ( STO:CAMX ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
분석 기사 Mar 09

Camurus AB (publ)'s (STO:CAMX) Popularity With Investors Is Under Threat From Overpricing

There wouldn't be many who think Camurus AB (publ)'s ( STO:CAMX ) price-to-sales (or "P/S") ratio of 19.2x is worth a...
User avatar
새로운 내러티브 Dec 30

Buvidal And Brixadi Expansion To Fuel Revenue Growth And Boost Profit Margins

Strong R&D pipeline and successful regulatory progress signal future revenue growth from new treatments entering various markets.
분석 기사 Dec 07

Camurus AB (publ)'s (STO:CAMX) P/S Is On The Mark

You may think that with a price-to-sales (or "P/S") ratio of 19x Camurus AB (publ) ( STO:CAMX ) is a stock to...
분석 기사 Nov 15

Investors Can Find Comfort In Camurus' (STO:CAMX) Earnings Quality

The market for Camurus AB (publ)'s ( STO:CAMX ) shares didn't move much after it posted weak earnings recently. We...
분석 기사 Nov 10

Camurus AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Investors in Camurus AB (publ) ( STO:CAMX ) had a good week, as its shares rose 2.5% to close at kr615 following the...
분석 기사 Aug 09

What Camurus AB (publ)'s (STO:CAMX) P/S Is Not Telling You

Camurus AB (publ)'s ( STO:CAMX ) price-to-sales (or "P/S") ratio of 24.3x might make it look like a sell right now...
분석 기사 Jul 19

Earnings Miss: Camurus AB (publ) Missed EPS By 11% And Analysts Are Revising Their Forecasts

Last week, you might have seen that Camurus AB (publ) ( STO:CAMX ) released its second-quarter result to the market...
분석 기사 Jul 12

We Ran A Stock Scan For Earnings Growth And Camurus (STO:CAMX) Passed With Ease

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 May 02

Camurus AB (publ)'s (STO:CAMX) CEO Will Probably Have Their Compensation Approved By Shareholders

Key Insights Camurus to hold its Annual General Meeting on 8th of May CEO Fredrik Tiberg's total compensation includes...
분석 기사 Apr 19

Investors Appear Satisfied With Camurus AB (publ)'s (STO:CAMX) Prospects

There wouldn't be many who think Camurus AB (publ)'s ( STO:CAMX ) price-to-sales (or "P/S") ratio of 15.9x is worth a...
분석 기사 Feb 22

Camurus' (STO:CAMX) Strong Earnings Are Of Good Quality

Camurus AB (publ)'s ( STO:CAMX ) earnings announcement last week was disappointing for investors, despite the decent...

이익 및 매출 성장 예측

OM:CAMX - 애널리스트 향후 추정치 및 과거 재무 데이터 (SEK Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20286,2222,8932,3762,3508
12/31/20274,1961,6991,2881,3898
12/31/20262,8238886588528
3/31/20262,240682810954N/A
12/31/20252,265736731869N/A
9/30/20252,354782605717N/A
6/30/20252,267718619706N/A
3/31/20252,036548367429N/A
12/31/20241,868428359388N/A
9/30/20241,689266303315N/A
6/30/20241,593223643651N/A
3/31/20241,823450609619N/A
12/31/20231,717431597607N/A
9/30/20231,610460614622N/A
6/30/20231,468408191190N/A
3/31/20231,020115138133N/A
12/31/202295656107101N/A
9/30/2022871282118N/A
6/30/2022784-13-44-39N/A
3/31/2022695-69-96-90N/A
12/31/2021601-90-148-143N/A
9/30/2021523-142-182-179N/A
6/30/2021470-156-212-209N/A
3/31/2021413-128-237-234N/A
12/31/2020336-167-242-239N/A
9/30/2020265-174-283-270N/A
6/30/2020205-216-339-324N/A
3/31/2020136-284-401-380N/A
12/31/2019106-290N/A-404N/A
9/30/201978-305N/A-381N/A
6/30/201958-286N/A-367N/A
3/31/201953-266N/A-317N/A
12/31/201849-235N/A-274N/A
9/30/201847-200N/A-249N/A
6/30/201840-208N/A-218N/A
3/31/201852-187N/A-207N/A
12/31/201754-191N/A-203N/A
9/30/201786-166N/A-156N/A
6/30/2017104-127N/A-142N/A
3/31/2017111-102N/A-107N/A
12/31/2016114-81N/A-208N/A
9/30/2016113-85N/A-161N/A
6/30/2016120-95N/A-155N/A
3/31/2016116-189N/A-109N/A
12/31/2015155-160N/A-6N/A
9/30/2015263-53N/A101N/A

애널리스트 향후 성장 전망

수입 대 저축률: CAMX 의 연간 예상 수익 증가율(34.8%)이 saving rate(2%)보다 높습니다.

수익 vs 시장: CAMX 의 연간 수익(34.8%)이 Swedish 시장(8.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: CAMX 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: CAMX 의 수익(연간 27.5%)이 Swedish 시장(연간 0.02%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: CAMX 의 수익(연간 27.5%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: CAMX의 자본 수익률은 3년 후 32.4%로 높을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 04:27
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Camurus AB (publ)는 10명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Kristofer Liljeberg-SvenssonCarnegie Investment Bank AB
Gonzalo Artiach CastanonDanske Bank
Kristofer Liljeberg-SvenssonDNB Carnegie