Alkermes plc

NasdaqGS:ALKS 주식 리포트

시가총액: US$5.6b

Alkermes 향후 성장

Future 기준 점검 3/6

Alkermes (는) 각각 연간 30.4% 및 9.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 28.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.7% 로 예상됩니다.

핵심 정보

30.4%

이익 성장률

28.78%

EPS 성장률

Biotechs 이익 성장23.1%
매출 성장률9.9%
향후 자기자본이익률11.66%
애널리스트 커버리지

Good

마지막 업데이트29 Apr 2026

최근 향후 성장 업데이트

Alkermes plc Just Recorded A 62% EPS Beat: Here's What Analysts Are Forecasting Next

Oct 31
Alkermes plc Just Recorded A 62% EPS Beat: Here's What Analysts Are Forecasting Next

Recent updates

ALKS: Sleep Franchise And Orexin Program Will Shape Future Upside Potential

Narrative Update: Alkermes Analyst Price Target Shift The updated analyst price target for Alkermes moves modestly higher by about $0.53, as analysts factor in revised assumptions around revenue growth, profit margins, and a higher future P/E, tied in part to the evolving sleep and narcolepsy franchise following recent research updates. Analyst Commentary Recent research on Alkermes reflects a mix of optimism around the sleep and narcolepsy portfolio and caution on execution, pricing assumptions, and the performance of legacy products.

ALKS: Sleep Franchise And Orexin Pipeline Will Drive Future Upside

Analysts made a small upward adjustment in the price target for Alkermes to about $43.71, supported by refreshed models around the company's emerging sleep and narcolepsy franchise, recent M&A activity in the biotech space, and updated views on future P/E multiples and profitability. Analyst Commentary Recent Street research on Alkermes circles around how the emerging sleep and narcolepsy franchise, the Avadel acquisition, and updated pricing assumptions could feed into growth expectations, while also flagging execution and valuation risks.

ALKS: Sleep Franchise And Orexin Breakthrough Will Drive Future Upside Potential

Narrative Update The updated analyst price target for Alkermes moves to $31.30 from $30.00, as analysts factor in revised revenue growth assumptions tied to the expanding sleep and narcolepsy franchise and the completed Avadel acquisition, along with adjusted views on profit margins and future P/E. Analyst Commentary Recent Street research on Alkermes presents a mixed picture, with analysts weighing the potential of the sleep and narcolepsy franchise against execution and valuation questions.

ALKS: Emerging Sleep Franchise And Orexin Program Will Drive Future Upside

Narrative Update on Alkermes The updated analyst price target for Alkermes edges down from $43.75 to about $43.65, as analysts balance slightly higher modeled revenue growth with lower profit margin assumptions and a higher future P/E tied to the growing sleep and narcolepsy franchise, including Lumryz and the orexin program. Analyst Commentary Recent Street research on Alkermes presents a mixed picture, with some analysts leaning constructive on the emerging sleep and narcolepsy portfolio and others more restrained on valuation and execution risk.

ALKS: Improved CVR Offer Terms Will Support Future Sleep Disorder Leadership

Analysts have slightly lowered their price target on Alkermes to $43.75 from $43.81, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E after reviewing the company's revised offer terms highlighted in recent Street research. Analyst Commentary Recent Street research around Alkermes is centered on the revised offer terms, especially the contingent value right, or CVR, structure that sits alongside the upfront consideration.

ALKS: Avadel Bid And Orexin Breakthrough Status Will Support Future Sleep Leadership

Analysts kept their Alkermes fair value estimate steady at about $43.81 per share while nudging up projected revenue growth and future P/E assumptions and trimming profit margin expectations, reflecting mixed reactions to the latest narcolepsy data and the evolving Avadel bid. Analyst Commentary Street research around Alkermes focuses on the mixed narcolepsy data, the competitive orexin pipeline, and the evolving Avadel bid, with investors weighing both upside optionality and execution risks.

ALKS: Avadel Sleep Deal And Orexin Breakthrough Designation Will Drive Upside

Analysts have trimmed their Alkermes price target by a small amount to reflect a slightly higher discount rate and somewhat lower expected profit margin, while still factoring in stronger modeled revenue growth and updated views on the Avadel acquisition and alixorexton sleep pipeline data. Analyst Commentary Bullish analysts are generally framing the recent updates around Alkermes as a mixed but constructive setup, with the Avadel acquisition and alixorexton data keeping the stock firmly on institutional radar.

Alkermes: Avadel Deal And Vibrance-2 Unlock Upside

Jan 09

ALKS: Sleep Franchise Acquisition Will Drive Future Orexin Class Leadership

Analysts have trimmed their Alkermes fair value estimate by about $0.06 per share to $43.81 as they weigh mixed alixorexton data against generally positive views on the Avadel acquisition and Alkermes' role in the emerging orexin class. Analyst Commentary Street research around Alkermes and its sleep portfolio is split between enthusiasm for the Avadel acquisition and orexin opportunity, and caution around alixorexton data quality and competitive pressures.

ALKS: Avadel Deal And Sleep Franchise Are Poised To Drive Upside

The analyst price target for Alkermes has been raised by about $4 to approximately $57 per share, as analysts factor in stronger expected revenue growth and profit margins supported by the strategic Avadel acquisition and resilient alixorexton sleep-disorder franchise prospects. Analyst Commentary Bullish analysts emphasize that the Avadel transaction, combined with a clearer outlook for alixorexton in narcolepsy and hypersomnia, materially improves Alkermes' growth, margin, and capital allocation story.

ALKS: Sleep Medicine Acquisition Will Drive Future Orexin Opportunity Upside

Analysts modestly lift their price target on Alkermes, reflecting confidence that the strategically priced Avadel acquisition, solid narcolepsy data and an underappreciated orexin class opportunity can drive upside, despite only incremental changes to long term growth and profitability assumptions. Analyst Commentary Street views on Alkermes remain mixed, with a generally constructive stance on long term positioning in sleep medicine and orexin agonists, tempered by questions around differentiation, safety profile and competitive intensity.

ALKS: Sleep Medicine Acquisition Will Drive Momentum After Narcolepsy Study Results

Analysts have slightly reduced their price target for Alkermes to $43.88 from $44, reflecting tempered revenue growth assumptions and competitive data from recent narcolepsy studies. Analyst Commentary Analyst sentiment regarding Alkermes remains divided following the latest developments in its narcolepsy franchise and pending acquisition of Avadel Pharmaceuticals.

ALKS: Clinical Progress In Narcolepsy Will Drive Share Momentum This Fall

Analysts have raised their fair value estimate for Alkermes from $42.53 to $44.00 per share. They cite stronger revenue growth forecasts and recent clinical and strategic updates, which improve the company's near- and mid-term outlook.

Alkermes plc Just Recorded A 62% EPS Beat: Here's What Analysts Are Forecasting Next

Oct 31
Alkermes plc Just Recorded A 62% EPS Beat: Here's What Analysts Are Forecasting Next

Analyst Commentary Highlights Growth Prospects and Risks Following Alkermes Acquisition and Updated Valuation

Alkermes' analyst price target was raised approximately $0.95 to $42.53 per share, as analysts point to improved profit margin outlook and the anticipated benefits from its Avadel Pharmaceuticals acquisition. These factors are expected to support both near- and mid-term growth.

Is There An Opportunity With Alkermes plc's (NASDAQ:ALKS) 48% Undervaluation?

May 31
Is There An Opportunity With Alkermes plc's (NASDAQ:ALKS) 48% Undervaluation?

Alkermes' Neuroscience Pivot: ALKS 2680 Set To Revolutionize Narcolepsy Treatment

Feb 25

Alkermes: Products Sales, ALKS 2680 Can Still Drive Long-Term Growth

Nov 24
User avatar

Robust Product Demand And Critical Innovations Set To Propel Growth, Amid Analysts' Concerns And Revenue Diversification Challenges

Proprietary products and strategic sales like the Athlone facility sale signal robust revenue growth and operational efficiency, showing promise for future earnings.

Alkermes: Fairly Valued After Post-Earnings Bump

Jul 28

The Bottom Fishing Club: Alkermes Has Great Value And Safety

May 17

Alkermes: Waking Up Narcolepsy Treatment With Promising Trial Data

Apr 09

Alkermes: Slimmed-Down Pharma Not A Compelling Growth Story Yet

Jan 26

이익 및 매출 성장 예측

NasdaqGS:ALKS - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20282,06425957741011
12/31/20271,87613450130615
12/31/20261,796-109346-717
12/31/20251,476242480521N/A
9/30/20251,521338491541N/A
6/30/20251,505348480521N/A
3/31/20251,514356482517N/A
12/31/20241,558372406439N/A
9/30/20241,505387315356N/A
6/30/20241,508386327374N/A
3/31/20241,726570394444N/A
12/31/20231,663519353401N/A
9/30/20231,591455254295N/A
6/30/20231,462300159196N/A
3/31/20231,121-9-59-22N/A
12/31/20221,112-33-1721N/A
9/30/20221,132-1291451N/A
6/30/20221,173-94102133N/A
3/31/20221,201-62140169N/A
12/31/20211,1747673102N/A
9/30/20211,129-92112138N/A
6/30/20211,100-6388115N/A
3/31/20211,044-954878N/A
12/31/20201,039-1114183N/A
9/30/20201,171-74-1158N/A
6/30/20201,162-126-5328N/A
3/31/20201,194-139-7810N/A
12/31/20191,171-197-1972N/A
9/30/20191,074-201N/A91N/A
6/30/20191,067-183N/A93N/A
3/31/20191,092-173N/A148N/A
12/31/20181,094-139N/A99N/A
9/30/20181,054-139N/A75N/A
6/30/20181,023-141N/A61N/A
3/31/2018937-152N/A6N/A
12/31/2017903-158N/A19N/A
9/30/2017842-169N/A-9N/A
6/30/2017804-196N/A-14N/A
3/31/2017781-200N/A-20N/A
12/31/2016746-208N/A-64N/A
9/30/2016695-257N/A-69N/A
6/30/2016668-275N/A-113N/A
3/31/2016624-274N/A-100N/A
12/31/2015628-227N/A-40N/A
9/30/2015640-127N/A-29N/A
6/30/2015648-86N/A-7N/A

애널리스트 향후 성장 전망

수입 대 저축률: ALKS 의 연간 예상 수익 증가율(30.4%)이 saving rate(3.4%)보다 높습니다.

수익 vs 시장: ALKS 의 연간 수익(30.4%)이 US 시장(15.8%)보다 빠르게 성장할 것으로 예상됩니다.

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

수익 대 시장: ALKS 의 수익(연간 9.9%)이 US 시장(연간 11.1%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: ALKS 의 수익(연간 9.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ALKS의 자본 수익률은 3년 후 11.7%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/01 09:23
종가2026/05/01 00:00
수익2025/12/31
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.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Alkermes plc는 34명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
null nullBaird
Joel BeattyBaird
Luke HerrmannBaird