AbCellera Biologics Inc.

NasdaqGS:ABCL 주식 리포트

시가총액: US$1.4b

AbCellera Biologics 향후 성장

Future 기준 점검 1/6

AbCellera Biologics 의 수익은 연간 10.9% 감소할 것으로 예상되는 반면, 연간 수익은 16% 로 증가할 것으로 예상됩니다. EPS는 연간 7.1% 만큼 쇠퇴할 것으로 예상됩니다.

핵심 정보

-10.9%

이익 성장률

-7.15%

EPS 성장률

Life Sciences 이익 성장17.5%
매출 성장률16.0%
향후 자기자본이익률n/a
애널리스트 커버리지

Good

마지막 업데이트20 May 2026

최근 향후 성장 업데이트

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...

Recent updates

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).
Seeking Alpha • Mar 26

AbCellera: Dart-Board Approach Reflects Trading Premium (Upgrade)

Summary AbCellera has shifted to a clinical-stage company with two molecules in trials. Increasing cash burn eats into the existing $700M liquidity pool that has been a boon to investors. Canadian government backing could prove vital as the pipeline expands and more research facilities are needed. Antibody treatments are targeting large markets, which may offset execution risk in unproven antibody pipeline. Read the full article on Seeking Alpha
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).
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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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
분석 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 Alpha
Seeking 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 Alpha
분석 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

이익 및 매출 성장 예측

NasdaqGS:ABCL - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202840-290-236-1805
12/31/202734-248-219-1678
12/31/202631-204-213-1378
3/31/202679-144-189-153N/A
12/31/202575-146-174-131N/A
9/30/202535-172-153-105N/A
6/30/202533-166-139-81N/A
3/31/202523-168-143-78N/A
12/31/202429-163-187-109N/A
9/30/202433-176-198-120N/A
6/30/202433-153-171-91N/A
3/31/202436-147-128-42N/A
12/31/202338-146-121-44N/A
9/30/202350-129-687N/A
6/30/2023145-74-189-120N/A
3/31/2023181-5060133N/A
12/31/2022485159205277N/A
9/30/2022603248160230N/A
6/30/2022507200287351N/A
3/31/2022489205166235N/A
12/31/2021375153186245N/A
9/30/2021444177212263N/A
6/30/2021448197219265N/A
3/31/2021431203120133N/A
12/31/202023385823N/A
9/30/2020280822N/A
6/30/20202321525N/A
3/31/202014-3-70N/A
12/31/201912-2N/A3N/A
12/31/201890N/A4N/A

애널리스트 향후 성장 전망

수입 대 저축률: ABCL 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

수익 vs 시장: ABCL 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

고성장 수익: ABCL 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

수익 대 시장: ABCL 의 수익(연간 16%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: ABCL 의 수익(연간 16%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ABCL의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 02:52
종가2026/05/21 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
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

AbCellera Biologics Inc.는 16명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Robert WassermanBenchmark Company
Guyn KimBMO Capital Markets Equity Research
Evan SeigermanBMO Capital Markets Equity Research