AbCellera Biologics (ABCL) 주식 개요
는 미국에서 미충족 의료 수요가 있는 적응증에 대한 항체 기반 의약품을 발굴하고 개발하는 회사입니다. 자세히 보기
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Analyst Price Targets
AbCellera Biologics Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$6.74 |
| 52주 최고가 | US$8.44 |
| 52주 최저가 | US$2.75 |
| 베타 | 1.15 |
| 1개월 변동 | 28.63% |
| 3개월 변동 | 74.61% |
| 1년 변동 | 71.07% |
| 3년 변동 | -10.85% |
| 5년 변동 | -58.75% |
| IPO 이후 변동 | -88.56% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jul 09
ABCL: Jazz Deal And Menopause Program Will Support A Stronger Outlook
The analyst fair value estimate for AbCellera Biologics has been raised from $12.00 to $13.00 as analysts point to the new Jazz Pharmaceuticals agreement, recent rating upgrades, and a more constructive view on the company's long term earnings potential, despite lower modeled revenue growth and a higher future P/E assumption. Analyst Commentary Bullish analysts covering AbCellera Biologics are highlighting the recent agreement with Jazz Pharmaceuticals as an important proof point for the company’s partnership model and revenue opportunity.
내러티브 업데이트 • Jun 25
ABCL: Menopause Phase 2 Progress Will Shape Future Upside Potential
Analysts have lifted their price target on AbCellera Biologics by $1, citing recent bullish coverage and views that the company’s profile compares favorably with certain peers as key reasons for the change. Analyst Commentary Recent research on AbCellera Biologics points to a generally positive tone, with several bullish initiations and a modest price target increase that together shape how analysts are thinking about the stock’s valuation, growth potential, and execution risks.Recent updates
내러티브 업데이트 • Jul 09
ABCL: Jazz Deal And Menopause Program Will Support A Stronger Outlook
The analyst fair value estimate for AbCellera Biologics has been raised from $12.00 to $13.00 as analysts point to the new Jazz Pharmaceuticals agreement, recent rating upgrades, and a more constructive view on the company's long term earnings potential, despite lower modeled revenue growth and a higher future P/E assumption. Analyst Commentary Bullish analysts covering AbCellera Biologics are highlighting the recent agreement with Jazz Pharmaceuticals as an important proof point for the company’s partnership model and revenue opportunity.내러티브 업데이트 • Jun 25
ABCL: Menopause Phase 2 Progress Will Shape Future Upside Potential
Analysts have lifted their price target on AbCellera Biologics by $1, citing recent bullish coverage and views that the company’s profile compares favorably with certain peers as key reasons for the change. Analyst Commentary Recent research on AbCellera Biologics points to a generally positive tone, with several bullish initiations and a modest price target increase that together shape how analysts are thinking about the stock’s valuation, growth potential, and execution risks.Seeking Alpha • Jun 17
AbCellera: An AI-Era Antibody Platform Trading For Little More Than Its Cash
Summary AbCellera, an antibody platform behind two authorized COVID-19 therapies, has rebuilt itself into a clinical-stage biotech and is one quarter away from pivotal Phase 2 data on its first wholly-owned. The deeper story is the platform: an integrated, AI-driven discovery engine that mines millions of immune cells rather than designing molecules from scratch, backed by a decade of proprietary wet lab. With more than $650M in liquidity against a roughly $1.6B market cap, investors are paying little more than cash and effectively getting the platform, the pipeline, and ~100 royalty positions. I initiate my coverage of AbCellera with a “Buy” rating, viewing it as an asymmetric, catalyst-driven bet for investors who can tolerate binary risk. Read the full article on Seeking Alpha내러티브 업데이트 • Jun 10
ABCL: Menopause Phase 2 Progress Will Support Future Margin Expansion
The analyst price target on AbCellera Biologics has been raised by $1. Analysts cite updated fair value estimates, a slightly lower discount rate, revised revenue growth expectations, and a very large projected future P/E multiple as key drivers of the change.
내러티브 업데이트 • May 26
ABCL: GPCR Platform Progress And Upcoming Women’s Health Data Will Drive Upside
Analysts lifted their price target on AbCellera Biologics by $1, citing recent bullish initiations and research that view the company’s profile as increasingly attractive relative to selected peers. Analyst Commentary Recent Street research on AbCellera Biologics highlights a mix of optimism and caution, with several firms updating their views and price targets in light of the company’s current positioning and peer comparisons.분석 기사 • May 14
Earnings Update: Here's Why Analysts Just Lifted Their AbCellera Biologics Inc. (NASDAQ:ABCL) Price Target To US$10.14
AbCellera Biologics Inc. ( NASDAQ:ABCL ) investors will be delighted, with the company turning in some strong numbers...내러티브 업데이트 • May 06
ABCL: Platform And Partnerships Will Support Future Upside From GPCR Pipeline Progress
The analyst price target for AbCellera Biologics has shifted to $7.00, with analysts pointing to updated assumptions around the discount rate, revenue growth, profit margins, and a very large future P/E multiple. This view is supported by recent bullish Street coverage that frames the company as increasingly attractive relative to certain peers.내러티브 업데이트 • Apr 20
ABCL: Platform And Partnerships Will Support Future Upside Potential
Analysts have adjusted their price target on AbCellera Biologics to $7.00. The change reflects updated assumptions around revenue trends, profit margins, discount rates, and future P/E, supported by recent research that takes a bullish view on the stock.내러티브 업데이트 • Apr 06
ABCL: Menopause Phase 2 Progress Will Support Future Upside Potential
Analysts maintained their $7.00 price target for AbCellera Biologics, citing only very small adjustments to assumptions around discount rate, revenue trends, profit margin, and future P/E as the basis for keeping their overall valuation view steady. What's in the News AbCellera Biologics has started dosing patients in the Phase 2 portion of its ongoing Phase 1/2 clinical trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause (Key Developments).내러티브 업데이트 • Mar 22
ABCL: Menopause Trial Progress Will Drive Future Share Price Upside
Analysts have trimmed their price targets on AbCellera Biologics to $7.00, citing updated assumptions for revenue growth, profit margins and a higher future P/E multiple that together point to a more cautious outlook on how quickly the business may scale. What's in the News First patients have been dosed in the Phase 2 portion of AbCellera's ongoing Phase 1/2 clinical trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause (Key Developments).내러티브 업데이트 • Mar 08
ABCL: Patent Settlement And Menopause Trial Will Support A Stronger Outlook
Analysts have lowered their price target on AbCellera Biologics from $15.88 to $12.00, reflecting updated views on fair value, revenue growth expectations, and future P/E assumptions. What's in the News The first patients have been dosed in the Phase 2 portion of AbCellera's ongoing Phase 1/2 clinical trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause (Key Developments).내러티브 업데이트 • Feb 22
ABCL: Menopause Phase 2 Progress And Bruker Settlement Will Support Future Margins
Analysts have maintained their $9.83 price target on AbCellera Biologics, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E, which they view as collectively balanced at this stage. What's in the News AbCellera began dosing patients in the Phase 2 portion of its ongoing Phase 1/2 trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause.내러티브 업데이트 • Feb 08
ABCL: Clinical Progress And Royalty Deal Will Drive Future Share Price Upside
Analysts have reduced their price target on AbCellera Biologics, citing updated assumptions that incorporate higher expected revenue growth and profit margins, partially offset by a lower projected future P/E multiple. What's in the News First patients have been dosed in the Phase 2 portion of AbCellera's ongoing Phase 1/2 clinical trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause.내러티브 업데이트 • Jan 24
ABCL: Phase 2 Menopause Trial Progress Will Support Future Profit Margins
Analysts have trimmed their price target on AbCellera Biologics to US$9.83, reflecting slightly lower discount rate assumptions, a modestly higher long term profit margin outlook, and a small adjustment to future P/E expectations. What's in the News First patients have been dosed in the Phase 2 portion of AbCellera's ongoing Phase 1/2 clinical trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause.내러티브 업데이트 • Jan 08
ABCL: Patent Settlement Cash Flows Will Support A Stronger Future Outlook
Analysts have trimmed their implied fair value estimate for AbCellera Biologics from about US$17.00 to roughly US$15.88, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News AbCellera reached a global settlement and patent license agreement with Bruker Corporation, resolving ongoing patent litigation between the two companies (Key Developments).내러티브 업데이트 • Dec 14
ABCL: Higher Future Earnings Multiple Will Drive Strong Share Price Upside
Analysts have raised their price target on AbCellera Biologics by approximately 40 percent to reflect a higher fair value estimate of around 7 dollars per share. They cite expectations for modestly slower revenue growth, offset by improved profit margins and a richer future earnings multiple.내러티브 업데이트 • Nov 29
ABCL: Upcoming Clinical Trial Results Will Drive Future Profit Margins Higher
Analysts have adjusted their price target for AbCellera Biologics slightly downward from $10.20 to $9.83 per share. This change reflects more conservative expectations around future revenue growth and profit margins.내러티브 업데이트 • Nov 15
ABCL: Upcoming Clinical Trial Results Are Expected To Drive Profit Margins Higher
Analysts have raised their price target for AbCellera Biologics from $9.33 to $10.20 per share, citing improved profit margin forecasts even though revenue growth expectations have slightly moderated. What's in the News AbCellera Biologics has begun dosing the first participants in a Phase 1 clinical trial for ABCL575, an investigational antibody therapy aimed at treating moderate to severe atopic dermatitis with potential applications in other inflammatory and autoimmune conditions (Key Developments).새로운 내러티브 • May 18
Phase I Trials And Manufacturing Will Unlock Pipeline Potential
Transition to a clinical-stage biotech and internal programs could drive revenue through milestone fees and royalty payments from new molecules.분석 기사 • May 15
Some Analysts Just Cut Their AbCellera Biologics Inc. (NASDAQ:ABCL) Estimates
The latest analyst coverage could presage a bad day for AbCellera Biologics Inc. ( NASDAQ:ABCL ), with the analysts...Seeking Alpha • Apr 17
AbCellera: Attractively Priced But A Catalyst Is Needed
Summary AbCellera's stock remains under pressure due to a shift towards internal development, which has reduced revenue and increased cash burn. AbCellera retains a large cash position, though, giving it a multi-year runway in which to demonstrate the merits of its platform. AbCellera's low enterprise value suggests that investors are either skeptical of the company's platform or ignoring its cash position. A more favorable macro environment and clinical success will likely be needed before AbCellera's stock moves meaningfully higher. Read the full article on Seeking AlphaSeeking Alpha • Mar 15
AbCellera: Burning Cash, Searching For 'Blockbusters'
Summary AbCellera's revenues plummeted post-COVID antiviral sales, leading to a significant net loss and an 85% drop in share price, now at ~$2.5. The company is pivoting to develop its own drug pipeline, with ABCL635 and ABCL575 in late-preclinical stages, targeting metabolic and inflammatory conditions. Financially, AbCellera has ~$840 million in liquidity, but its market cap is lower than its cash reserves, reflecting skepticism about its assets. The company's future hinges on successfully developing a blockbuster drug, with key catalysts not expected until 2026, making its current valuation a gamble. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
AbCellera Biologics: Still A Concept Stock
Summary Today, we revisit a somewhat unique developmental company called AbCellera Biologics Inc. The company is moving towards focusing more on its wholly owned candidates off its platform rather than partnerships. The company has myriad very early-stage assets in development, and ABCL stock trades near the net cash on its balance sheet. An updated analysis around AbCellera Biologics follows in the paragraphs below. Read the full article on Seeking Alpha분석 기사 • Nov 07
AbCellera Biologics Inc. (NASDAQ:ABCL) Just Reported And Analysts Have Been Cutting Their Estimates
It's shaping up to be a tough period for AbCellera Biologics Inc. ( NASDAQ:ABCL ), which a week ago released some...Seeking Alpha • Oct 14
AbCellera: A Platform To Pipeline Transition
Summary AbCellera is shifting its focus from a platform biotech company to its internal drug pipeline. The company's lead asset, ABCL575, comes with a variety of risks, but in our opinion, has a value of a little over $1B and is derisked based on comparable therapeutics. AbCellera is on track to submit ABCL575 for clinical trials in Q22025, helping the market reset its valuation on the company closer to the value of the lead asset. Read the full article on Seeking AlphaSeeking Alpha • Aug 23
AbCellera: A Waiting Game With High Uncertainty
Summary AbCellera’s Q2 2024 revenue declined by 27% year-over-year to $7.3 million. The company’s net loss widened to $36.9 million due to increased R&D expenses. AbCellera’s cash and marketable securities totaled $697.6 million, with total liquidity exceeding $900 million. The number of molecules in clinical trials increased from nine to 14 within a year. A "hold" recommendation is maintained due to the speculative and high-risk nature of AbCellera’s business. Read the full article on Seeking Alpha분석 기사 • May 29
Companies Like AbCellera Biologics (NASDAQ:ABCL) Are In A Position To Invest In Growth
We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...Seeking Alpha • May 16
AbCellera: Cash Providing Shelter From Market Weakness
Summary AbCellera Biologics is a drug discovery company focused on developing antibody therapies. While the company has developed a technology platform that is open to customers, the current market environment has accelerated its shift towards advancing internal programs. This move should allow the company to capture more value in the long run, but it is depressing revenue and increasing cash burn at the moment. AbCellera's large cash balance will safely see it through this current period, but financial conditions will likely need to ease for the stock to rebound. Read the full article on Seeking AlphaSeeking Alpha • Feb 28
AbCellera: Victim Of Its Own Success
Summary AbCellera Biologics has faced declining royalty revenues, along with decreased demand for R&D services due to the current financing environment. As a result, AbCellera is shifting focus towards advancing internal programs and partner programs with more potential downstream value. The combination of declining revenue and rising costs is pressuring the stock, even as the underlying business appears to be steadily progressing. This situation appears to have been exacerbated by the company's success during the pandemic leading to over-inflated investor expectations, and subsequently, disappointment. Read the full article on Seeking AlphaSeeking Alpha • Feb 13
AbCellera Biologics: Continuing To Expand Partnerships
Summary AbCellera Biologics Inc. saw a significant decline in revenue due to the end of the COVID-19 pandemic, but has a large cash hoard and continues to expand partnerships. Analyst firms continue to Buy/Outperform ratings on the stock, but the company's partner pipeline is primarily very early-stage candidates. An updated analysis around AbCellera Biologics follows in the paragraphs below. Read the full article on Seeking Alpha주주 수익률
| ABCL | US Life Sciences | US 시장 | |
|---|---|---|---|
| 7D | -12.4% | 2.2% | 0.2% |
| 1Y | 71.1% | 23.6% | 19.6% |
수익률 대 산업: ABCL은 지난 1년 동안 23.6%의 수익을 기록한 US Life Sciences 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: ABCL은 지난 1년 동안 19.6%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| ABCL volatility | |
|---|---|
| ABCL Average Weekly Movement | 12.8% |
| Life Sciences Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: ABCL의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: ABCL의 주간 변동성(13%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2012 | 562 | Carl Hansen | www.abcellera.com |
AbCellera Biologics Inc.는 미국에서 의학적 미충족 수요가 있는 적응증에 대한 항체 기반 의약품의 발굴 및 개발에 주력하고 있습니다. 이 회사의 주력 제품인 ABCL635는 비호르몬성 의약품으로, 중등도 내지 중증의 혈관운동성 증상 치료를 위한 2상 임상시험이 진행 중이며; 또한 완전 인간형이며 반감기가 연장된 단일클론 항체인 ABCL575는 아토피 피부염과 같은 T세포 매개 자가면역 질환 치료를 위해 1상 임상시험을 진행 중입니다. 이 회사는 일라이 릴리 앤 컴퍼니(Eli Lilly and Company), 애브비(AbbVie Inc.), 재즈 파마슈티컬스(Jazz Pharmaceuticals plc)와 T세포 결합(TCE) 다중특이성 항체 개발을 위한 연구 협력 및 라이선스 계약을 체결했으며, 바이킹 글로벌 인베스터스(Viking Global Investors) 및 애로우마크 파트너스(ArrowMark Partners), 바이오젠(Biogen Inc.)과 파트너십 계약을 맺고 있습니다.
AbCellera Biologics Inc. 기초 지표 요약
| ABCL 기초 통계 | |
|---|---|
| 시가총액 | US$1.99b |
| 순이익 (TTM) | -US$143.96m |
| 매출 (TTM) | US$79.21m |
26.0x
주가매출비율(P/S)-14.3x
주가수익비율(P/E)ABCL는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ABCL 손익계산서 (TTM) | |
|---|---|
| 매출 | US$79.21m |
| 매출원가 | US$191.00m |
| 총이익 | -US$111.79m |
| 기타 비용 | US$32.17m |
| 순이익 | -US$143.96m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Aug 05, 2026
| 주당순이익(EPS) | -0.47 |
| 총이익률 | -141.13% |
| 순이익률 | -181.74% |
| 부채/자본 비율 | 0% |
ABCL의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/14 08:53 |
| 종가 | 2026/07/14 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
AbCellera Biologics Inc.는 13명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Robert Wasserman | Benchmark Company |
| Guyn Kim | BMO Capital Markets Equity Research |
| Evan Seigerman | BMO Capital Markets Equity Research |