Amgen (AMGN) 주식 개요
는 전 세계에 인간 치료제를 발견, 개발, 제조, 공급하는 기업입니다. 자세히 보기
AMGN Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$359.98
FV
15.9% 고평가 내재 할인율7.50%
Revenue growth p.a.
73
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Amgen Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$417.20 |
| 52주 최고가 | US$418.40 |
| 52주 최저가 | US$269.77 |
| 베타 | 0.41 |
| 1개월 변동 | 14.81% |
| 3개월 변동 | 24.06% |
| 1년 변동 | 46.34% |
| 3년 변동 | 59.87% |
| 5년 변동 | 80.55% |
| IPO 이후 변동 | 296,575.56% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Aug 06
AMGN: Fair Outlook Weighs Pipeline Execution Against Cybersecurity And Regulatory Risks
Amgen's updated analyst price target reflects a move higher, supported by recent upward revisions to earnings estimates and increased confidence from analysts in the company's Q2 performance and late stage pipeline catalysts, including MariTide and key cardiovascular programs. Analyst Commentary Recent Street research on Amgen shows a broadly constructive tone, with many firms lifting price targets after Q2 results while still flagging execution and timing risks around key programs such as MariTide and olpasiran.Seeking Alpha • Aug 05
Amgen: First $10 Billion Quarter, More Growth Ahead
Summary Amgen Inc. delivered a strong Q2 results, beating revenue and EPS estimates, and raised full-year guidance by $1 billion and $0.50, respectively. Despite $7 billion in LOE headwinds, Amgen’s commercial portfolio—driven by Repatha, Uplizna, Evenity, Tezspire, and Imdelltra—continues to outperform expectations. Key pipeline catalysts, including MariTide and olpasiran phase 3 readouts, are expected in 2027–2028, with near-term pipeline news flow remaining light. AMGN’s $43.3 billion net debt limits major M&A, but in-licensing and bolt-on deals remain viable; BeOne Medicines stake offers potential balance sheet improvement. Read the full article on Seeking AlphaRecent updates
내러티브 업데이트 • Aug 06
AMGN: Fair Outlook Weighs Pipeline Execution Against Cybersecurity And Regulatory Risks
Amgen's updated analyst price target reflects a move higher, supported by recent upward revisions to earnings estimates and increased confidence from analysts in the company's Q2 performance and late stage pipeline catalysts, including MariTide and key cardiovascular programs. Analyst Commentary Recent Street research on Amgen shows a broadly constructive tone, with many firms lifting price targets after Q2 results while still flagging execution and timing risks around key programs such as MariTide and olpasiran.Seeking Alpha • Aug 05
Amgen: First $10 Billion Quarter, More Growth Ahead
Summary Amgen Inc. delivered a strong Q2 results, beating revenue and EPS estimates, and raised full-year guidance by $1 billion and $0.50, respectively. Despite $7 billion in LOE headwinds, Amgen’s commercial portfolio—driven by Repatha, Uplizna, Evenity, Tezspire, and Imdelltra—continues to outperform expectations. Key pipeline catalysts, including MariTide and olpasiran phase 3 readouts, are expected in 2027–2028, with near-term pipeline news flow remaining light. AMGN’s $43.3 billion net debt limits major M&A, but in-licensing and bolt-on deals remain viable; BeOne Medicines stake offers potential balance sheet improvement. Read the full article on Seeking Alpha
새로운 내러티브 • Jul 19
A transitional big-pharma giant holding a speculative premium driven by obesity hype, masking severe revenue erosion.
The "Amgen 2027 Bull Case" relies on a classic top-line fallacy: assuming that macro obesity market growth and FDA's CNPV (Commissioner’s National Priority Voucher) tailwinds will automatically trigger a re-rating. Here is the cold, data-driven reality: 1.
내러티브 업데이트 • Jul 10
AMGN: IRS Dispute And Regulatory Setbacks Will Pressure Future Returns
Amgen's updated analyst price target now reflects a fair value estimate of $252.61. Analysts point to refined revenue and margin assumptions, a slightly higher discount rate, and sector-level research that highlights both supportive biotech conditions and company-specific model updates following recent earnings and regulatory disclosures.내러티브 업데이트 • Jun 14
AMGN: IRS Dispute And Tax Overhang Will Pressure Future Returns
Narrative Update on Amgen Analysts have adjusted Amgen's fair value estimate by about $1 to $244.55 as they balance a lower discount rate and slightly higher projected profit margins against more cautious revenue growth assumptions and recent shifts in Street price targets tied to the ramp of Uplizna and ongoing IRS dispute commentary. Analyst Commentary Recent Street research on Amgen has been mixed, with some firms raising price targets around the launch of Uplizna in generalized myasthenia gravis and others trimming targets as they factor in tax uncertainty and differing views on long term growth drivers.내러티브 업데이트 • May 31
AMGN: Fair Outlook Balances Rare Disease Potential With Expanded Manufacturing Investment
Amgen's fair value estimate has shifted modestly higher to about $352 per share, up from roughly $350. This reflects analysts' mixed price target revisions around $427 and updated expectations for rare disease and other growth drivers.내러티브 업데이트 • May 14
AMGN: Fair Outlook Weighs Pipeline Execution Against Expanded Manufacturing Commitments
Analysts have nudged the Amgen price target slightly lower to about $350. This reflects a modest increase in the discount rate, slightly softer revenue growth assumptions and a small reduction in the future P/E multiple, partly offset by a higher projected profit margin and a mix of recent upgrades, downgrades and price target revisions across the Street.내러티브 업데이트 • Apr 28
AMGN: Recent Rally And Trial Uncertainty Will Pressure Future Returns
Amgen's fair value estimate has moved from about $230.89 to $243.49 as analysts factor in a series of higher price targets from firms across the Street, balanced by several neutral initiations. These initiations point to solid fundamentals but mixed views on potential upside from this level.
내러티브 업데이트 • Apr 14
AMGN: Diversified Autoimmune And Cardiovascular Pipeline Will Support Future Cash Generation
Analysts have lifted Amgen's average price target, with changes such as the recent $10, $17, $6, $10 and $15 upward revisions reflecting updated views on its pipeline progress, commercial execution, and refreshed financial models. Analyst Commentary Recent Street research on Amgen shows a cluster of higher price targets and fresh coverage that centers on its pipeline, commercial performance, and updated financial models.내러티브 업데이트 • Mar 30
AMGN: Obesity And Cardiovascular Pipeline Will Support Future Cash Generation
Analysts kept the $432 price target for Amgen steady, reflecting a balance between recent target increases tied to pipeline and commercial updates, and newer Hold and Equal Weight initiations that describe the shares as fairly valued after a strong run. Analyst Commentary Recent research on Amgen shows a mix of optimism and caution around valuation, with bullish analysts highlighting commercial execution and the expanding pipeline, while newer initiations frame the shares as fairly valued after a strong move higher.내러티브 업데이트 • Mar 16
AMGN: Fair Outlook Balances Patent Expiries With Late Stage Pipeline Potential
The Analyst Price Target for Amgen has been updated from $327.74 to $350.03 as analysts factor in recent price target increases tied to stronger near term commercial execution, added value from key Phase 3 pipeline assets, and a shift toward discounted cash flow based models that emphasize improved margin assumptions and a slightly lower discount rate. Analyst Commentary Recent Street commentary around Amgen reflects a mix of optimism about the current execution and pipeline, alongside ongoing debate about valuation, product risks, and long term earnings durability.내러티브 업데이트 • Mar 02
AMGN: Obesity And Cardiovascular Pipeline Will Drive Future Cash Generation
The analyst price target for Amgen in this narrative has moved to $432. Analysts point to updated DCF assumptions, slightly lower revenue growth and profit margin inputs, and a modestly higher future P/E multiple supported by recent price target increases across the Street and ongoing confidence in the pipeline and guidance.내러티브 업데이트 • Feb 16
AMGN: Long Patent Expiries And Heavier Spending Will Pressure Future Earnings
Analysts have lifted their price targets on Amgen by about $12 to reflect updated views on fair value, profitability, and future P/E assumptions, while also factoring in a higher discount rate and lower projected revenue growth. Analyst Commentary Recent research on Amgen points to a split view, with several firms lifting price targets while others are turning more cautious.분석 기사 • Feb 11
Amgen (NASDAQ:AMGN) Is Increasing Its Dividend To $2.52
Amgen Inc.'s ( NASDAQ:AMGN ) dividend will be increasing from last year's payment of the same period to $2.52 on 6th of...내러티브 업데이트 • Feb 02
AMGN: Obesity And Cardiovascular Pipeline Will Shape Long-Term Cash Generation
Analysts have nudged their Amgen price targets higher by about $10 to $20, citing a shift toward discounted cash flow analysis, steady execution in legacy products, and increased confidence in the obesity and cardiovascular pipeline. Analyst Commentary Recent research on Amgen highlights a wide range of opinions, but there is a clear cluster of bullish analysts who are leaning into higher price targets and more constructive ratings.분석 기사 • Jan 21
Amgen's (NASDAQ:AMGN) Shareholders Will Receive A Bigger Dividend Than Last Year
Amgen Inc. ( NASDAQ:AMGN ) has announced that it will be increasing its dividend from last year's comparable payment on...내러티브 업데이트 • Jan 19
AMGN: Obesity And Cardiovascular Pipeline Will Support Long-Term Upside Potential
Analysts have raised their price targets on Amgen into a higher range, with moves such as BofA's shift to a discounted cash flow approach and UBS's upgraded view on earnings and pipeline potential, even as others highlight upcoming patent expiries and spending needs that temper expectations. Analyst Commentary Recent research on Amgen shows a mix of cautious and constructive views, but the price target moves cluster in a higher range, with several firms now anchoring their models around pipeline contributions and cash flow potential alongside the existing portfolio.분석 기사 • Jan 07
Amgen (NASDAQ:AMGN) Is Increasing Its Dividend To $2.52
Amgen Inc. ( NASDAQ:AMGN ) will increase its dividend from last year's comparable payment on the 6th of March to $2.52...내러티브 업데이트 • Jan 05
AMGN: Patent Expiries And New Drug Launches Will Shape Future Performance
Analysts nudged their fair value estimate for Amgen higher to about $328 per share, up from roughly $323. This reflects slightly firmer revenue expectations and a higher assumed future P/E, balanced against more conservative profit margin assumptions and mixed Street views that highlight both the stability of the core business and uncertainty around patent expiries and new launches.내러티브 업데이트 • Dec 15
AMGN: Margin Expansion And Pipeline Progress Will Drive Long-Term Upside Potential
Analysts have nudged their fair value estimate for Amgen higher to approximately $425 from about $405, reflecting a more constructive view on the company as a defensive large cap biotech with improving margin potential and an innovation pipeline that, while still facing patent expiry and execution risks, is increasingly seen as capable of supporting long term earnings power. Analyst Commentary Recent Street research on Amgen highlights a balanced but gradually improving sentiment backdrop, with a growing cohort of bullish analysts positioning the company as a core large cap biotech holding.내러티브 업데이트 • Nov 30
AMGN: Future Pipeline Progress And Revenue Diversification Will Shape Performance
Amgen's analyst price target has been raised modestly to $322.88, with analysts citing stable revenue, recent guidance increases, and optimism around its pipeline despite ongoing challenges related to patent expiries. Analyst Commentary Recent Street research provides a nuanced view of Amgen’s valuation, outlook, and potential risk factors, with opinions split between those optimistic about its growth trajectory and those concerned about near-term challenges.내러티브 업데이트 • Nov 16
AMGN: Future Pipeline Progress And Profit Margins Will Guide Near-Term Performance
Amgen's fair value target has increased by approximately $7 to $318.51, as analysts highlight robust profit margin improvement and sustained pipeline progress in their latest updates. Analyst Commentary Recent updates from Wall Street reveal a mix of optimism and caution surrounding Amgen’s outlook.분석 기사 • Aug 13
Statutory Profit Doesn't Reflect How Good Amgen's (NASDAQ:AMGN) Earnings Are
Even though Amgen Inc. ( NASDAQ:AMGN ) posted strong earnings, investors appeared to be underwhelmed. We have done some...주주 수익률
| AMGN | US Biotechs | US 시장 | |
|---|---|---|---|
| 7D | 10.1% | 5.4% | 2.2% |
| 1Y | 46.3% | 41.1% | 20.9% |
수익률 대 산업: AMGN은 지난 1년 동안 41.1%의 수익을 기록한 US Biotechs 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: AMGN은 지난 1년 동안 20.9%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| AMGN volatility | |
|---|---|
| AMGN Average Weekly Movement | 3.8% |
| Biotechs Industry Average Movement | 10.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: AMGN는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: AMGN의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1980 | 31,500 | Bob Bradway | www.amgen.com |
는 전 세계에서 인체 치료제를 발견, 개발, 제조 및 공급하는 기업입니다. 주요 제품으로는 류마티스 관절염, 판상 건선, 건선성 관절염 치료제 엔브렐, 판상 건선, 건선성 관절염, 베체트병과 관련된 구강 궤양 성인 환자 치료제 오테즐라, 폐경 후 여성 골다공증 치료제 프롤리아, 골격 관련 사건 예방제 엑스지바, 심근경색, 뇌졸중, 관상동맥 혈관 재개통 위험을 줄여주는 레파타가 있습니다; 면역성 혈소판 감소증 환자 치료를 위한 엔플레이트, 재발성 또는 불응성 다발성 골수종 환자 치료를 위한 키프롤리스, 정상보다 낮은 적혈구 수와 빈혈을 치료하는 아라네스프, 폐경 후 여성 골다공증 치료를 위한 에베니티; 야생형 RAS 전이성 대장암 치료제 벡티빅스, 급성 림프모구 백혈병 치료제 블린사이토, 갑상선 안질환 치료제 테페자, 만성 불응성 통풍 치료제 크리스텍사 등을 판매하고 있습니다. 또한 프로리아, 레파타, 오테즐라, 엔브렐, 에비니티, 엑스게바, 테페자, 블린사이토, 엔플레이트, 테즈스파이어, 키프롤리스, 아라네스프, 크리스텍사 및 벡티빅스를 포함한 기타 제품도 판매하고 있습니다, 엠바시, 파브블루, 우플리즈나, 임델트라/임딜트라, 암제비타/암게비타, 타브네오스, 뉴라스타, 루마크라스/루마이크라스, 라빅티, 파사비브, 에이모빅, 웨즐라나/웨젠라, 프로시스비.
Amgen Inc. 기초 지표 요약
| AMGN 기초 통계 | |
|---|---|
| 시가총액 | US$222.17b |
| 순이익 (TTM) | US$8.74b |
| 매출 (TTM) | US$38.10b |
25.8x
주가수익비율(P/E)5.9x
주가매출비율(P/S)AMGN는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| AMGN 손익계산서 (TTM) | |
|---|---|
| 매출 | US$38.10b |
| 매출원가 | US$10.71b |
| 총이익 | US$27.39b |
| 기타 비용 | US$18.64b |
| 순이익 | US$8.74b |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 16.17 |
| 총이익률 | 71.89% |
| 순이익률 | 22.95% |
| 부채/자본 비율 | 490.3% |
AMGN의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Amgen 배당 일정 | |
|---|---|
| 배당락일 | Aug 21 2026 |
| 배당 지급일 | Sep 11 2026 |
| 배당락일까지 남은 일수 | 9 days |
| 배당 지급일까지 남은 일수 | 30 days |
AMGN는 안정적으로 배당을 지급합니까?
AMGN 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/10 13:47 |
| 종가 | 2026/08/10 00:00 |
| 수익 | 2026/06/30 |
| 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.
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
Amgen Inc.는 61명의 분석가가 다루고 있습니다. 이 중 31명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Toung | Argus Research Company |
| Brian Skorney | Baird |
| Emily Field | Barclays |