Arrowhead Pharmaceuticals 향후 성장
Future 기준 점검 2/6
Arrowhead Pharmaceuticals (는) 각각 연간 24.1% 및 20.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -60.6% 로 예상됩니다.
핵심 정보
24.1%
이익 성장률
23.99%
EPS 성장률
| Biotechs 이익 성장 | 25.6% |
| 매출 성장률 | 20.5% |
| 향후 자기자본이익률 | -60.57% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 08 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 07
ARWR: Cardiometabolic RNAi Data And Licensing Progress Will Drive Future Repricing
Analysts have raised their Arrowhead Pharmaceuticals price target by $12 to $110, citing updated assumptions for a less severe revenue contraction, higher projected profit margins, and a lower forward P/E estimate in recent research. Analyst Commentary Recent Street research on Arrowhead Pharmaceuticals has reflected a mix of caution and renewed optimism, with several bullish analysts focusing on price target changes, upgrades, and the implications for valuation and execution risk.
내러티브 업데이트 • Apr 21
ARWR: Wave Data Concerns Will Test Sustainability Of Recent Share Price Rebound
Arrowhead Pharmaceuticals' analyst price target has edged higher by about $0.26 to $42.57, with analysts pointing to updated views on profit margins and P/E assumptions following a mix of recent target raises and trims across the Street. Analyst Commentary Recent Street research on Arrowhead Pharmaceuticals reflects a split view, with some firms lifting targets sharply and others trimming expectations.내러티브 업데이트 • Apr 06
ARWR: RNAi Obesity And Cardiometabolic Data Will Drive Future Repricing
Narrative update on Arrowhead Pharmaceuticals The consensus analyst price target for Arrowhead Pharmaceuticals has been adjusted to $110. This reflects mixed recent research that pairs questions around Wave Life Sciences data with higher targets from several firms citing early obesity program results and the Redemplo launch.Seeking Alpha • Mar 26
Arrowhead Pharmaceuticals: Transition Phase With Moderate Upside Ahead
Summary Arrowhead Pharmaceuticals transitions from a 'show-me' pipeline to commercial stage, with its first approval for plozasiran in FCS. ARWR's valuation reflects a 5% downside, 10-15% base case upside, and up to 40% bull case upside, supporting a cautious buy rating. The investment thesis centers on a robust RNAi platform, late-stage cardiometabolic franchise, and significant near-term catalysts, notably SHTG phase 3 data. Risks include execution on commercialization, reliance on milestone payments, and potential dilution if revenue growth lags expectations. Read the full article on Seeking Alpha내러티브 업데이트 • Mar 23
ARWR: Obesity RNAi Data And Cardiometabolic Franchise Will Drive Future Repricing
Analysts have updated their views on Arrowhead Pharmaceuticals with a revised blended price target of $110. This reflects mixed shifts in assumptions around discount rate, revenue growth, profit margins and future P/E after recent obesity and cardiometabolic data, as well as the Redemplo launch.내러티브 업데이트 • Mar 09
ARWR: Obesity RNAi Data Will Test Sustainability Of Recent Share Price Rebound
Analysts have reduced their blended price target on Arrowhead Pharmaceuticals by about $2 to reflect a lower fair value estimate of $42.31. This incorporates more cautious assumptions on near term revenue growth and margins, even as recent research notes highlight supportive early obesity data and emerging cardiometabolic opportunities.내러티브 업데이트 • Feb 22
ARWR: Obesity And Cardiometabolic Pipeline Progress Will Drive Future Repricing
Narrative Update: Arrowhead Pharmaceuticals The updated analyst price framework for Arrowhead Pharmaceuticals keeps fair value at $110 while trimming implied future P/E assumptions, reflecting analysts' mixed but generally constructive reaction to recent obesity and cardiometabolic data and the Redemplo launch. Analyst Commentary Recent research updates on Arrowhead Pharmaceuticals cluster around two themes you should keep in mind: confidence in the obesity and cardiometabolic pipeline, and growing interest in the early commercial rollout of Redemplo.분석 기사 • Feb 12
Arrowhead Pharmaceuticals' (NASDAQ:ARWR) Strong Earnings Are Of Good Quality
Arrowhead Pharmaceuticals, Inc.'s ( NASDAQ:ARWR ) earnings announcement last week was disappointing for investors...내러티브 업데이트 • Feb 08
ARWR: Obesity Pipeline Progress Will Drive Future Repricing In My View
Analysts raised their fair value estimate for Arrowhead Pharmaceuticals to $110 from $80 as they incorporate updated assumptions on Redemplo's launch, initial obesity pipeline data, and a lower projected future P/E multiple, while also reflecting slightly higher risk and more conservative expectations for revenue growth. Analyst Commentary Bullish analysts are leaning into Arrowhead's transition from a pure development story toward one with its first approved product and an emerging obesity pipeline, and they are adjusting their models to reflect both assets.내러티브 업데이트 • Jan 25
ARWR: Early Obesity RNAi Data Will Challenge Durability Of Recent Share Repricing
Narrative update on Arrowhead Pharmaceuticals The updated analyst price target for Arrowhead Pharmaceuticals shifts to reflect a fair value of $44.02. Analysts point to Redemplo's approval and launch, early data from the ARO INHBE and ARO ALK7 obesity programs, and increased confidence in the pipeline as key factors in their revised outlook.내러티브 업데이트 • Jan 11
ARWR: Obesity RNAi Data Will Test Sustainability Of Recent Share Repricing
Arrowhead Pharmaceuticals' analyst fair value estimate moved from $17.00 to about $44.94, as analysts cited early obesity trial data for ARO INHBE and ARO ALK7, validation of the TRiM RNAi platform, and the first FDA approval of Redemplo as key reasons for higher price targets in the US$80 range. Analyst Commentary Street research around Arrowhead has tilted more constructive around the obesity franchise, with multiple firms lifting their fair value estimates into the US$80 range after the initial ARO INHBE and ARO ALK7 data.
내러티브 업데이트 • Dec 18
ARWR: Upcoming SHTG Readouts Will Temper Optimism Despite Recent Cardiometabolic Progress
Analysts have raised their price targets on Arrowhead Pharmaceuticals by roughly $6 to the mid $40s to low $60s range, citing the FDA approval of Redemplo, a strengthened commercial outlook in familial chylomicronemia syndrome and sHTG, and underappreciated long term cost and margin advantages. Analyst Commentary Bullish analysts view Redemplo's FCS approval as a key de-risking event that supports higher valuation multiples and justifies recent price target increases into the high $40s to low $60s range.내러티브 업데이트 • Dec 04
ARWR: Upcoming SHTG Data Will Likely Undermine Optimistic Cardiometabolic Expectations
Analysts have nudged their average price target on Arrowhead Pharmaceuticals higher to about $58 from $55, citing the FDA approval of Redemplo, expectations for a broader sHTG label, and underappreciated long term cost and margin advantages. Analyst Commentary Research coverage following the Redemplo approval has generally tilted positive, with several firms lifting their price targets and highlighting both the commercial opportunity in sHTG and Arrowhead's long term margin profile.분석 기사 • Dec 02
Arrowhead Pharmaceuticals, Inc. (NASDAQ:ARWR) Stock Catapults 33% Though Its Price And Business Still Lag The Industry
Arrowhead Pharmaceuticals, Inc. ( NASDAQ:ARWR ) shares have continued their recent momentum with a 33% gain in the last...내러티브 업데이트 • Nov 20
ARWR: FDA Milestone Will Drive Cost Advantage In Cardiometabolic Markets
Analysts have raised Arrowhead Pharmaceuticals' fair value estimate from $47.50 to $55.00 per share after the FDA approved Redemplo and expressed increased confidence in the company's commercial execution and cost advantages. Analyst Commentary Following the recent FDA approval of Redemplo, analysts have provided updated perspectives on Arrowhead Pharmaceuticals' valuation and prospects.내러티브 업데이트 • Nov 06
ARWR: Expect Cost Efficiency To Drive Competitive Advantage In Upcoming Metabolic Trials
Analysts have significantly raised their price target for Arrowhead Pharmaceuticals, increasing it from $38 to $61 per share. They cite structural cost advantages and an underappreciated long-term gross margin potential as key factors for this change.내러티브 업데이트 • Oct 22
Analysts Boost Arrowhead Pharmaceuticals Price Target Amid Cost Advantages and Strategic Partnerships
Arrowhead Pharmaceuticals' analyst price target has been raised from $45 to $47.50 per share. Analysts highlight the company's structural cost advantages and improved margin outlook.분석 기사 • Oct 07
What Arrowhead Pharmaceuticals, Inc.'s (NASDAQ:ARWR) 29% Share Price Gain Is Not Telling You
Despite an already strong run, Arrowhead Pharmaceuticals, Inc. ( NASDAQ:ARWR ) shares have been powering on, with a...내러티브 업데이트 • Oct 05
RNAi Pipeline Will Unlock Emerging Markets Despite Regulatory Risks
Analysts have slightly lowered their price target for Arrowhead Pharmaceuticals from $46.15 to $45.00, citing ongoing concerns following recent strategic divestitures by partners and modest shifts in the company's projected financials. Analyst Commentary Recent analyst research provides a mixed outlook for Arrowhead Pharmaceuticals following notable events involving partner Sarepta Therapeutics.내러티브 업데이트 • Sep 08
RNAi Pipeline Will Unlock Emerging Markets Despite Regulatory Risks
The consensus price target for Arrowhead Pharmaceuticals has increased modestly as its Future P/E has risen and Net Profit Margin has declined, resulting in a new analyst fair value of $46.15. What's in the News Arrowhead Pharmaceuticals announced a major global licensing and collaboration agreement with Novartis for ARO-SNCA, its preclinical siRNA therapy for synucleinopathies such as Parkinson’s Disease; the deal includes a $200 million upfront payment to Arrowhead, potential milestones up to $2 billion, and future royalties, with closing expected in the second half of 2025 (Key Developments).분석 기사 • Aug 21
Improved Revenues Required Before Arrowhead Pharmaceuticals, Inc. (NASDAQ:ARWR) Stock's 37% Jump Looks Justified
The Arrowhead Pharmaceuticals, Inc. ( NASDAQ:ARWR ) share price has done very well over the last month, posting an...새 내러티브 • May 18
Plozasiran Launch Will Transition Biotech Focus Despite Regulatory Hurdles
Transition to a commercial stage with plozasiran could significantly boost future revenues and improve margins through successful product launches.분석 기사 • May 14
Arrowhead Pharmaceuticals, Inc.'s (NASDAQ:ARWR) Shares Bounce 30% But Its Business Still Trails The Industry
Arrowhead Pharmaceuticals, Inc. ( NASDAQ:ARWR ) shareholders are no doubt pleased to see that the share price has...Seeking Alpha • Mar 21
Arrowhead Pharmaceuticals Is Finally Arriving
Summary Arrowhead Pharmaceuticals, Inc. has streamlined its focus, now boasting 19 clinical programs, including 4 phase 3 trials and 4 phase 2 trials. Plozasiran shows superior results in triglyceride reduction and dosing frequency compared to its main competitor, Olezarsen, with a pivotal PDUFA date on November 18. ARWR's strong financial position is bolstered by a recent deal with Sarepta, extending its cash runway into 2028. Despite competition from Ionis' Olezarsen, ARWR's promising data and strategic partnerships make it a compelling long-term investment in RNAi therapeutics. Read the full article on Seeking AlphaSeeking Alpha • Feb 19
Arrowhead Pharmaceuticals: Progress During Adverse Market Conditions
Summary Arrowhead Pharmaceuticals is executing on the clinical and regulatory side during adverse market conditions for biotech companies and genetic stocks in particular. Zodasiran is back in the clinic with a phase 3 trial plan in homozygous familiar hypercholesterolemia patients. We could see as many as three phase 1/2 readouts this year from programs that were recently partnered with Sarepta, and ARO-DM1 program milestones point to registrational intent. Plozasiran is ready to launch for the treatment FCS, two obesity programs will be in the clinic this year, and new programs are coming into the clinic. Stock could remain under pressure in the near-term, but improved financial outlook and pipeline progress put the company in a strong position to deliver long-term shareholder gains. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Cautious On Arrowhead Pharmaceuticals' FDA NDA Acceptance Due To Valuation Concerns
Summary Arrowhead Pharmaceuticals has an interesting TRiM RNAi platform that could eventually let it tap into large TAMs across several markets. They recently received the FDA NDA acceptance for Plozasiran, which is probably one of its most bullish events at this point. In addition, they secured a large deal with SRPT. Moreover, ARWR does have a diversified pipeline of drugs targeting lipid disorders, obesity, cardiovascular, and pulmonary conditions. Unfortunately, I have some valuation concerns. ARWR trades at a high P/S, and its cash burn remains elevated. This could become an issue if they have any setbacks. This is why I lean neutral on ARWR for now, giving it a “Hold.” But I do believe the stock could be a great buy on dips if they happen. Read the full article on Seeking Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 9/30/2028 | 566 | -417 | -185 | -251 | 10 |
| 9/30/2027 | 329 | -596 | -385 | -445 | 13 |
| 9/30/2026 | 466 | -434 | -189 | -316 | 13 |
| 3/31/2026 | 622 | -301 | -51 | -36 | N/A |
| 12/31/2025 | 1,091 | 202 | 322 | 339 | N/A |
| 9/30/2025 | 829 | -2 | 157 | 180 | N/A |
| 6/30/2025 | 573 | -148 | -18 | 22 | N/A |
| 3/31/2025 | 545 | -144 | 10 | 61 | N/A |
| 12/31/2024 | 3 | -640 | -572 | -491 | N/A |
| 9/30/2024 | 4 | -599 | -604 | -463 | N/A |
| 6/30/2024 | 20 | -539 | -533 | -352 | N/A |
| 3/31/2024 | 35 | -471 | -470 | -257 | N/A |
| 12/31/2023 | 182 | -297 | -403 | -196 | N/A |
| 9/30/2023 | 241 | -205 | -331 | -154 | N/A |
| 6/30/2023 | 256 | -181 | -342 | -197 | N/A |
| 3/31/2023 | 273 | -150 | -353 | -245 | N/A |
| 12/31/2022 | 278 | -155 | -236 | -150 | N/A |
| 9/30/2022 | 243 | -176 | -189 | -136 | N/A |
| 6/30/2022 | 250 | -154 | -120 | -91 | N/A |
| 3/31/2022 | 263 | -112 | -75 | -52 | N/A |
| 12/31/2021 | 144 | -183 | 124 | 149 | N/A |
| 9/30/2021 | 138 | -141 | 148 | 171 | N/A |
| 6/30/2021 | 108 | -126 | 167 | 184 | N/A |
| 3/31/2021 | 89 | -110 | 165 | 181 | N/A |
| 12/31/2020 | 80 | -103 | -123 | -111 | N/A |
| 9/30/2020 | 88 | -85 | -108 | -96 | N/A |
| 6/30/2020 | 124 | -24 | -89 | -71 | N/A |
| 3/31/2020 | 139 | 10 | -46 | -27 | N/A |
| 12/31/2019 | 164 | 53 | N/A | -19 | N/A |
| 9/30/2019 | 169 | 68 | N/A | 173 | N/A |
| 6/30/2019 | 137 | 46 | N/A | 157 | N/A |
| 3/31/2019 | 95 | 10 | N/A | 132 | N/A |
| 12/31/2018 | 47 | -29 | N/A | 136 | N/A |
| 9/30/2018 | 16 | -54 | N/A | -47 | N/A |
| 6/30/2018 | 14 | -54 | N/A | -54 | N/A |
| 3/31/2018 | 22 | -44 | N/A | -50 | N/A |
| 12/31/2017 | 31 | -35 | N/A | -49 | N/A |
| 9/30/2017 | 31 | -34 | N/A | -24 | N/A |
| 6/30/2017 | 23 | -46 | N/A | -25 | N/A |
| 3/31/2017 | 13 | -60 | N/A | -33 | N/A |
| 12/31/2016 | 4 | -75 | N/A | -33 | N/A |
| 9/30/2016 | 0 | -82 | N/A | -64 | N/A |
| 6/30/2016 | 0 | -84 | N/A | -66 | N/A |
| 3/31/2016 | 0 | -81 | N/A | -61 | N/A |
| 12/31/2015 | 0 | -89 | N/A | -63 | N/A |
| 9/30/2015 | 0 | -92 | N/A | -66 | N/A |
| 6/30/2015 | 0 | -90 | N/A | -65 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ARWR 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 vs 시장: ARWR 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
고성장 수익: ARWR 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 대 시장: ARWR 의 수익(연간 20.5%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: ARWR 의 수익(연간 20.5%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ARWR는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 08:55 |
| 종가 | 2026/05/08 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/09/30 |
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
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분석가 소스
Arrowhead Pharmaceuticals, Inc.는 29명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ying Huang | Barclays |
| William Pickering | Bernstein |
| Jason Matthew Gerberry | BofA Global Research |