Arvinas 향후 성장
Future 기준 점검 0/6
Arvinas (는) 각각 연간 0.3% 및 6.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -102.7% 로 예상됩니다.
핵심 정보
0.3%
이익 성장률
8.33%
EPS 성장률
| Pharmaceuticals 이익 성장 | 14.4% |
| 매출 성장률 | 6.5% |
| 향후 자기자본이익률 | -102.74% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 14 May 2026 |
최근 향후 성장 업데이트
Recent updates
분석 기사 • May 16
Analysts Just Published A Bright New Outlook For Arvinas, Inc.'s (NASDAQ:ARVN)
Arvinas, Inc. ( NASDAQ:ARVN ) shareholders will have a reason to smile today, with the analysts making substantial...Seeking Alpha • May 12
Arvinas: FDA Approval Validates The Platform, But Does Not Signal Near-Term Profitability
Summary Arvinas receives FDA approval for Veppanu, the first PROTAC drug, targeting ER+/HER2- breast cancer with ESR1 mutations. Veppanu’s commercial upside is limited by niche indication, direct competition from Orserdu, and royalty economics split with Pfizer. ARVN’s near-term profitability is unlikely; Veppanu royalties and milestones cannot offset a $230M annual cash burn. A Hold rating is justified by a strong cash runway and de-risked platform, but late-stage pipeline catalysts remain years away. Read the full article on Seeking Alpha분석 기사 • May 12
Will Arvinas (NASDAQ:ARVN) Spend Its Cash Wisely?
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
내러티브 업데이트 • May 01
ARVN: Early Neurology Readouts And Cash Runway Will Drive Bullish Repricing
Analysts have nudged Arvinas' implied price target higher by a few dollars per share, reflecting updated models after recent Q4 results, early approval for Vepdeg, and a fuller view of the upcoming data cycle for programs like ARV-102 and other 2026 readouts. Analyst Commentary Recent Street research on Arvinas clusters around early approval for Vepdeg, the updated Q4 models, and a more detailed path for ARV-102 and other 2026 data events.
내러티브 업데이트 • Apr 17
ARVN: Upcoming Neurology Data Readouts Will Challenge Current Share Price Assumptions
Narrative Update on Arvinas Analysts have lifted their average price targets on Arvinas by several dollars per share, into a mid-teens to around $20 range. This reflects updated models after recent quarterly results, a busy calendar of expected ARV-102 data readouts across neurological indications, and views on the company’s multiyear cash runway.내러티브 업데이트 • Apr 03
ARVN: 2026 Neurology Readouts And Cash Runway Will Drive Bullish Reassessment
Analysts have modestly raised the Arvinas fair value estimate from $14.56 to $14.88, reflecting higher Street price targets after recent Q4 model updates, expanded program timelines, and detailed cash runway assessments across multiple firms. Analyst Commentary Recent Street research presents a mixed but generally constructive picture for Arvinas, with several firms adjusting price targets higher following the Q4 update and program milestones.
내러티브 업데이트 • Mar 20
ARVN: 2026 Neurology Readouts And Cash Runway Will Drive Future Upside
The analyst price target for Arvinas has moved from $18 to $21, with analysts pointing to updated models that reflect revised assumptions around revenue growth, profit margins, and future P/E as they factor in recent quarterly results and upcoming clinical data readouts. Analyst Commentary Recent research updates show a cluster of higher price targets on Arvinas, with bullish analysts pointing to refreshed models following quarterly results and upcoming clinical data.내러티브 업데이트 • Mar 05
ARVN: 2026 Neurology Readouts And Cash Runway Will Balance Execution Risks
Narrative Update on Arvinas The analyst price target for Arvinas has moved higher by $1.75, with analysts tying their updated views to refreshed post earnings models, a higher fair value estimate of $14.56, and anticipated 2026 data readouts for ARV-102 and other pipeline programs. Analyst Commentary Recent research updates show a cluster of higher price targets on Arvinas, with analysts revising their models after the latest quarterly report and company updates.내러티브 업데이트 • Feb 19
ARVN: New Leadership And Lymphoma Program Will Drive Future Upside
Analysts have maintained their $18.00 price target for Arvinas, with updated assumptions that reflect adjusted views on revenue growth, profit margins, and future P/E expectations. What's in the News Arvinas appointed Randy Teel, Ph.D., as Chief Executive Officer, effective February 12, 2026.내러티브 업데이트 • Feb 05
ARVN: Hematology Data And Preclinical Combination Results Will Balance Cash Burn Risks
Analysts have nudged their price target on Arvinas slightly higher to about $12.81 from $12.75, citing updated assumptions around discount rates, revenue contraction, profit margins, and future P/E expectations. What's in the News Arvinas shared preclinical data for ARV-393, an investigational PROTAC BCL6 degrader, in combination with glofitamab at the 67th American Society of Hematology Annual Meeting and Exposition in Orlando, Florida (Key Developments).분석 기사 • Jan 27
Companies Like Arvinas (NASDAQ:ARVN) Are In A Position To Invest In Growth
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...내러티브 업데이트 • Jan 22
ARVN: New Hematology And KRAS Data Will Balance Cash Burn Risks
Narrative Update on Arvinas The analyst price target for Arvinas has moved slightly higher from US$12.44 to US$12.75. Analysts attribute this adjustment to updated assumptions for fair value, discount rate, profit margin, and future P/E.내러티브 업데이트 • Jan 07
ARVN: Future Returns Will Balance Breast Cancer Setbacks And Cash Burn Risks
Analysts have nudged their price target for Arvinas slightly higher to about $12.44 from $12.31, while highlighting rising concerns that competitive progress in hormone receptor positive, HER2 negative metastatic breast cancer could leave vepdegestrant at risk of becoming less relevant and keep investor focus on cash burn. Analyst Commentary Bullish Takeaways Bullish analysts point to the updated average price target of about $12.44 as an indication that some on the Street still see room for upside relative to the most cautious views, even as competitive pressure builds around vepdegestrant.내러티브 업데이트 • Dec 16
ARVN: Early Neuroscience Pipeline Will Drive Future Upside Despite Breast Cancer Reset
Analysts have sharply cut their price target on Arvinas to about $18 from over $60. The change reflects heightened competitive pressure on vepdegestrant, uncertainty around out-licensing timelines, and a reset of expectations toward the company’s earlier-stage oncology and neuroscience pipeline.내러티브 업데이트 • Dec 02
ARVN: Refocus On Neuroscience And Cost Discipline Will Balance Risks And Opportunities
Analysts have revised Arvinas' price target lower. Notable cuts include Goldman's reduction to $6 from $8, reflecting heightened uncertainty around vepdegestrant's outlook and increased competitive pressures in breast cancer therapies.내러티브 업데이트 • Nov 18
ARVN: Core Oncology And Neuroscience Focus Will Drive Share Recovery Ahead
Arvinas' analyst price target has been revised downward from approximately $17.44 to $12.31 per share. Analysts cite increased competitive risks for vepdegestrant along with heightened uncertainty surrounding the company's future commercial prospects.내러티브 업데이트 • Sep 25
Precision Therapies Will Meet Demand Despite Clinical And Regulatory Risks
Arvinas’ consensus price target was reduced to $17.44, reflecting increased commercialization uncertainty for vepdegestrant following the decision to seek a third-party partner, restructuring, and delays to peak sales estimates despite ongoing support for the early-stage pipeline. Analyst Commentary Recent decision by Arvinas and Pfizer to seek a third-party partner for vepdegestrant has introduced significant uncertainty around commercialization timing and strategy, prompting downside risk to valuation.분석 기사 • Sep 09
Improved Revenues Required Before Arvinas, Inc. (NASDAQ:ARVN) Stock's 26% Jump Looks Justified
Arvinas, Inc. ( NASDAQ:ARVN ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...분석 기사 • Jun 01
We're Not Very Worried About Arvinas' (NASDAQ:ARVN) Cash Burn Rate
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...분석 기사 • May 01
Arvinas, Inc.'s (NASDAQ:ARVN) Shares Bounce 37% But Its Business Still Trails The Industry
Arvinas, Inc. ( NASDAQ:ARVN ) shareholders are no doubt pleased to see that the share price has bounced 37% in the last...
새로운 내러티브 • Mar 24
Phase III And PROTAC Data Will Advance Pipeline Despite Hurdles
Successful trials and partnerships in oncology could support Arvinas' transition to commercial operations, driving growth and revenue potential.Seeking Alpha • Mar 14
Arvinas: Veritac-2 ITT Failure Confirms Limited Prospects
Summary Arvinas' Vepdegestrant failed to show significant improvement over fulvestrant in the VERITAC-2 trial in the ITT population, leading to a 52% stock drop. Arvinas' enterprise value plummeted to -$400M, with a high cash burn rate and no advanced pipeline candidates to offset losses. Despite a healthy cash balance, the ARVN's burn rate and lack of near-term catalysts make it an unattractive investment; reiterate sell rating. Read the full article on Seeking Alpha분석 기사 • Mar 12
Arvinas, Inc. (NASDAQ:ARVN) Not Doing Enough For Some Investors As Its Shares Slump 56%
Arvinas, Inc. ( NASDAQ:ARVN ) shareholders that were waiting for something to happen have been dealt a blow with a 56...Seeking Alpha • Dec 25
Arvinas' Vepdegestrant: Why The Data May Not Hold Up
Summary Arvinas, Inc. is a clinical-stage biotech firm focusing on protein degradation, with its lead candidate, ARV-471, in Phase 3 trials for breast cancer. We believe Arvinas is a short due to weak clinical data for ARV-471, which may not demonstrate compelling efficacy, risking a valuation collapse. Vepdegestrant (ARV-471) shows limited efficacy, likely due to poor bioavailability, and may not outperform existing treatments like fulvestrant in upcoming trials. Given Arvinas' significant cash burn and reliance on ARV-471, we expect a 30-40% stock price decline if Phase 3 results disappoint. Read the full article on Seeking Alpha분석 기사 • Dec 24
Arvinas (NASDAQ:ARVN) Is In A Good Position To Deliver On Growth Plans
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...분석 기사 • Nov 28
Investors Still Waiting For A Pull Back In Arvinas, Inc. (NASDAQ:ARVN)
Arvinas, Inc.'s ( NASDAQ:ARVN ) price-to-sales (or "P/S") ratio of 11.1x might make it look like a strong sell right...Seeking Alpha • Oct 16
Arvinas: Major Catalyst Ahead, But Its History Gives Me Pause
Summary Arvinas, Inc.'s lead candidate, ARV-471, shows promise in phase 3 trials, especially in ESR1 mutant patients, but has mixed results in wild-type ESR1 patients. Despite past poor performance, recent positive data and a strong cash balance make ARVN a cautiously optimistic investment ahead of upcoming phase 3 data. Financially, Arvinas has a market cap of $1.78bn and a cash balance of $1.23bn, providing a runway of 8–9 quarters. While ARVN has potential, past inconsistent data warrants a cautious approach before investing further, despite promising recent developments. Read the full article on Seeking Alpha분석 기사 • Aug 02
Arvinas, Inc. (NASDAQ:ARVN) Reported Earnings Last Week And Analysts Are Already Upgrading Their Estimates
A week ago, Arvinas, Inc. ( NASDAQ:ARVN ) came out with a strong set of second-quarter numbers that could potentially...Seeking Alpha • Jul 12
Arvinas: Hugely Important Data Catalyst Upcoming - Success May Prove Elusive
Summary Arvinas utilizes PROTAC technology to develop protein degraders, with vepdegestrant as a lead drug candidate in Phase 3 studies. Vepdegestrat will read out data from a large, late-stage study in breast cancer patients this year - a major catalyst to look out for. Data shared to date has been somewhat unconvincing and from small subsets - to secure approval, the drug will need to meet an endpoint of progression-free survival. The drug is also being tested in a Phase 3 study alongside Pfizer's Ibrance - some early promising data is not a cast iron guarantee of success. I'm a little lukewarm on Vepdegestrat's prospects and am downgrading my former "buy" rating to hold. Read the full article on Seeking Alpha분석 기사 • Jun 27
Here's Why We're Watching Arvinas' (NASDAQ:ARVN) Cash Burn Situation
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Seeking Alpha • Mar 03
Arvinas: Behind The Huge Rally
Summary Today, we take a look at Arvinas, Inc., a biotech company that is focused on developing therapies to degrade disease-causing proteins. Arvinas is partnered with drug giant Pfizer around its lead drug candidate and the stock has more than tripled over the past four months. The company also ended fiscal year 2023 with over $1.25 billion in cash and marketable securities, sufficient to fund activities until 2027. An analysis around Arvinas follows in the paragraphs below. Read the full article on Seeking Alpha분석 기사 • Feb 25
What Arvinas, Inc.'s (NASDAQ:ARVN) 28% Share Price Gain Is Not Telling You
Despite an already strong run, Arvinas, Inc. ( NASDAQ:ARVN ) shares have been powering on, with a gain of 28% in the...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 76 | -259 | -213 | -209 | 12 |
| 12/31/2027 | 75 | -253 | -204 | -172 | 17 |
| 12/31/2026 | 122 | -184 | -195 | -165 | 17 |
| 3/31/2026 | 89 | -221 | -257 | -254 | N/A |
| 12/31/2025 | 263 | -81 | -276 | -274 | N/A |
| 9/30/2025 | 312 | -58 | -329 | -327 | N/A |
| 6/30/2025 | 373 | -73 | -399 | -396 | N/A |
| 3/31/2025 | 427 | -47 | -253 | -251 | N/A |
| 12/31/2024 | 263 | -199 | -261 | -259 | N/A |
| 9/30/2024 | 161 | -309 | -260 | -258 | N/A |
| 6/30/2024 | 93 | -323 | -217 | -215 | N/A |
| 3/31/2024 | 71 | -355 | -356 | -354 | N/A |
| 12/31/2023 | 79 | -367 | -351 | -348 | N/A |
| 9/30/2023 | 159 | -295 | -340 | -336 | N/A |
| 6/30/2023 | 158 | -298 | -323 | -318 | N/A |
| 3/31/2023 | 137 | -301 | -313 | -308 | N/A |
| 12/31/2022 | 131 | -282 | -280 | -273 | N/A |
| 9/30/2022 | 127 | -253 | -246 | -238 | N/A |
| 6/30/2022 | 103 | -233 | 503 | 510 | N/A |
| 3/31/2022 | 75 | -213 | 536 | 541 | N/A |
| 12/31/2021 | 54 | -191 | 555 | 559 | N/A |
| 9/30/2021 | 23 | -180 | 562 | 566 | N/A |
| 6/30/2021 | 21 | -164 | -142 | -138 | N/A |
| 3/31/2021 | 21 | -139 | -118 | -112 | N/A |
| 12/31/2020 | 26 | -119 | -96 | -90 | N/A |
| 9/30/2020 | 24 | -99 | -83 | -77 | N/A |
| 6/30/2020 | 47 | -86 | -59 | -53 | N/A |
| 3/31/2020 | 45 | -78 | -52 | -45 | N/A |
| 12/31/2019 | 43 | -70 | N/A | -41 | N/A |
| 9/30/2019 | 42 | -65 | N/A | -37 | N/A |
| 6/30/2019 | 15 | -173 | N/A | -50 | N/A |
| 3/31/2019 | 14 | -179 | N/A | -48 | N/A |
| 12/31/2018 | 14 | -240 | N/A | -16 | N/A |
| 9/30/2018 | 13 | -233 | N/A | 24 | N/A |
| 6/30/2018 | 12 | -114 | N/A | 28 | N/A |
| 3/31/2018 | 10 | -98 | N/A | 31 | N/A |
| 12/31/2017 | 8 | -29 | N/A | 5 | N/A |
| 12/31/2016 | 7 | -12 | N/A | -19 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ARVN 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 vs 시장: ARVN 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
고성장 수익: ARVN 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 대 시장: ARVN 의 수익(연간 6.5%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: ARVN 의 수익(연간 6.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ARVN는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/18 09:55 |
| 종가 | 2026/05/15 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 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Arvinas, Inc.는 28명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Peter Lawson | Barclays |
| Etzer Darout | Barclays |
| Tazeen Ahmad | BofA Global Research |