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Harmony Biosciences Holdings, Inc.NasdaqGM:HRMY 주식 보고서

시가총액 US$2.0b
주가
US$34.18
US$47.3
27.7% 저평가 내재 할인율
1Y5.3%
7D0.2%
1D
포트폴리오 가치
보기

Harmony Biosciences Holdings, Inc.

NasdaqGM:HRMY 주식 리포트

시가총액: US$2.0b

Harmony Biosciences Holdings (HRMY) 주식 개요

상업화 단계의 제약 회사인 하모니 바이오사이언스 홀딩스는 미국 내 희귀 신경계 질환 환자를 위한 치료법 개발 및 상용화에 주력하고 있습니다. 자세히 보기

HRMY 펀더멘털 분석
스노우플레이크 점수
가치 평가4/6
미래 성장1/6
과거 실적2/6
재무 건전성6/6
배당0/6

강점

위험 분석

우리의 위험 점검에서 HRMY에 대한 위험이 감지되지 않았습니다.

HRMY Community Fair Values

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Harmony Biosciences Holdings, Inc. 경쟁사

가격 이력 및 성과

Harmony Biosciences Holdings 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$34.18
52주 최고가US$40.87
52주 최저가US$25.52
베타0.97
1개월 변동13.59%
3개월 변동22.73%
1년 변동5.27%
3년 변동-6.46%
5년 변동9.69%
IPO 이후 변동-7.65%

최근 뉴스 및 업데이트

내러티브 업데이트 Jun 04

HRMY: Patent Litigation Resolution And Rare Neurology Pipeline Will Drive Future Upside

Analysts have lifted their price target on Harmony Biosciences Holdings to $75.49 from $62.00, citing recent patent litigation updates, views that prior share price weakness related to intellectual property concerns was excessive, and refreshed assumptions for revenue growth, profit margins, discount rate, and future P/E. Analyst Commentary Bullish analysts are framing the recent patent litigation update as a key clearing event for Harmony Biosciences Holdings, arguing that a major source of uncertainty has now been reduced.
내러티브 업데이트 May 17

HRMY: Future Franchise Balance Will Reflect Patent Risks And Pediatric Expansion

Analysts recently lifted the fair value estimate for Harmony Biosciences Holdings to $28.00 from $25.00, citing updated views on patent litigation risks, intellectual property overhang, and longer term Wakix cash flow scenarios. These updates are reflected in slightly higher discount rates, modestly weaker revenue growth assumptions, a higher profit margin outlook, and a small change in future P/E expectations.
분석 기사 May 14

Investors Can Find Comfort In Harmony Biosciences Holdings' (NASDAQ:HRMY) Earnings Quality

Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) earnings announcement last week didn't impress shareholders...
분석 기사 May 11

Harmony Biosciences Holdings, Inc. Just Missed EPS By 21%: Here's What Analysts Think Will Happen Next

As you might know, Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) last week released its latest first-quarter, and...

Recent updates

내러티브 업데이트 Jun 04

HRMY: Patent Litigation Resolution And Rare Neurology Pipeline Will Drive Future Upside

Analysts have lifted their price target on Harmony Biosciences Holdings to $75.49 from $62.00, citing recent patent litigation updates, views that prior share price weakness related to intellectual property concerns was excessive, and refreshed assumptions for revenue growth, profit margins, discount rate, and future P/E. Analyst Commentary Bullish analysts are framing the recent patent litigation update as a key clearing event for Harmony Biosciences Holdings, arguing that a major source of uncertainty has now been reduced.
내러티브 업데이트 May 17

HRMY: Future Franchise Balance Will Reflect Patent Risks And Pediatric Expansion

Analysts recently lifted the fair value estimate for Harmony Biosciences Holdings to $28.00 from $25.00, citing updated views on patent litigation risks, intellectual property overhang, and longer term Wakix cash flow scenarios. These updates are reflected in slightly higher discount rates, modestly weaker revenue growth assumptions, a higher profit margin outlook, and a small change in future P/E expectations.
분석 기사 May 14

Investors Can Find Comfort In Harmony Biosciences Holdings' (NASDAQ:HRMY) Earnings Quality

Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) earnings announcement last week didn't impress shareholders...
분석 기사 May 11

Harmony Biosciences Holdings, Inc. Just Missed EPS By 21%: Here's What Analysts Think Will Happen Next

As you might know, Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) last week released its latest first-quarter, and...
Seeking Alpha Apr 21

Harmony Biosciences: Four More Wakix Years, Nothing Visible Beyond

Summary Harmony Biosciences is a profitable, single-asset company built on Wakix, generating nearly $1B in annual revenue with strong margins and cash reserves. Despite robust growth and patent runway for Wakix through at least 2030, HRMY has failed to develop or acquire a credible pipeline asset. The market prices HRMY at discounted multiples (~11x earnings, ~1.3x EV/sales), reflecting skepticism about future growth beyond Wakix. I view HRMY as fully valued and recommend a Sell until clear evidence emerges of successful capital deployment into a durable second pillar. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 21

HRMY: Patent Trial Outcome And Exclusivity Timeline Will Drive Future Upside

Harmony Biosciences' blended analyst price target has moved lower into a $28 to $36 range, as analysts factor in updated Wakix patent trial commentary, the possibility of earlier generic entry, and reduced confidence in retaining cash flows past 2028. Analyst Commentary Recent research updates have generally moved toward more cautious stances on Harmony Biosciences, with several firms cutting price targets and shifting ratings to Hold or Underperform.
내러티브 업데이트 Apr 06

HRMY: Earlier Patent Setback Risk Will Drive Bearish Franchise Repricing

Harmony Biosciences Holdings' latest narrative update reflects a steady fair value estimate alongside a reset in Street price targets, with several analysts trimming their views into a $28 to $36 range as they factor in increased Wakix patent uncertainty and the potential timing of generic entries. Analyst Commentary Recent research updates cluster around a more cautious stance on Harmony Biosciences, with several bearish analysts trimming price targets into the US$28 to US$36 band and shifting ratings toward more neutral positions.
내러티브 업데이트 Mar 23

HRMY: Patent Trial Outcomes Will Shape Future Upside Potential

Narrative Update on Harmony Biosciences Holdings The analyst price target range for Harmony Biosciences has been revised lower, with recent cuts to $30, $36 and $28 as analysts factor in increased Wakix patent uncertainty, potential earlier generic entry, and more conservative assumptions around long term cash flows and exclusivity. Analyst Commentary Recent Street research has leaned more cautious on Harmony Biosciences, with several firms trimming price targets and, in some cases, lowering ratings following developments in Wakix patent litigation and updated cash flow assumptions.
내러티브 업데이트 Mar 09

HRMY: Earlier Generic Threat To Key Franchise Will Drive Share Repricing

Analysts have reduced their average price target on Harmony Biosciences to $25 from $31. They cite higher perceived patent and exclusivity risks around Wakix, along with more conservative assumptions for long term cash flows and future P/E levels.
내러티브 업데이트 Feb 23

HRMY: Legal Overhang On Key Sleep Franchise Will Shape Future Upside

Analysts have modestly lifted their fair value estimate for Harmony Biosciences Holdings from about $46.45 to roughly $47.30, while highlighting legal and generic entry risks to the Wakix franchise and reflecting these concerns in more cautious price targets and ratings. Analyst Commentary Recent Street research around Harmony Biosciences focuses heavily on legal outcomes for Wakix and the timing of potential generic entry, with valuation work and ratings increasingly framed through that risk lens.
내러티브 업데이트 Feb 09

HRMY: Sleep Disorder Pipeline And 2025 Outlook Will Support Future Upside

Analysts have trimmed their price target on Harmony Biosciences Holdings to US$45 from US$48, reflecting updated modeling while maintaining that their fundamental outlook for the business from 2025 remains intact. Analyst Commentary Analysts see the revised US$45 price target as a fine tuning of their models rather than a shift in their core stance on Harmony Biosciences Holdings from 2025 onward.
내러티브 업데이트 Jan 25

HRMY: Long-Term Sleep Disorder Pipeline Will Drive Future Upside Potential

Narrative Update The analyst price target for Harmony Biosciences Holdings has been revised slightly higher to about $46.45 from roughly $44.55, as analysts refresh their models to reflect updated sales ramps, guidance tweaks, and modestly adjusted long term assumptions for discount rates, margins, and P/E multiples. Analyst Commentary Recent research on Harmony Biosciences Holdings reflects a mix of optimism around execution and caution on valuation and growth durability, which helps explain why the average price target has shifted only modestly.
내러티브 업데이트 Jan 11

HRMY: Raised Guidance And Product Pipeline Progress Will Support Bullish Upside Potential

Analysts have slightly reduced their price targets on Harmony Biosciences Holdings, with moves such as Truist trimming its target to $45 from $48 and BofA nudging its target to $32 from $31. They cited updated models that reflect modestly adjusted sales ramps and guidance, while keeping core views on the business intact.
내러티브 업데이트 Dec 26

HRMY: Raised Guidance And Strengthening Launch Ramp Will Support Bullish Upside Potential

Analysts have raised their price target on Harmony Biosciences Holdings by $1 to $32, citing a slightly stronger near term launch ramp and 2% upward revisions to Wakix sales forecasts through 2027. Analyst Commentary Bullish analysts point to the improved price target as evidence that execution on the current launch is tracking slightly ahead of prior expectations.
내러티브 업데이트 Dec 12

HRMY: Raised Guidance And Core Franchise Strength Will Support Bullish Upside Potential

Analysts have modestly lowered their fair value estimate for Harmony Biosciences Holdings to $62.00 from $70.00, citing tempered long term revenue growth and profit margin expectations, despite slightly higher near term Wakix sales forecasts and recent price target revisions on the Street. Analyst Commentary Bullish analysts acknowledge that the modest trimming of fair value largely reflects more conservative long term assumptions, while near term fundamentals remain resilient.
분석 기사 Nov 20

A Piece Of The Puzzle Missing From Harmony Biosciences Holdings, Inc.'s (NASDAQ:HRMY) 28% Share Price Climb

Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) shareholders are no doubt pleased to see that the share price has...
내러티브 업데이트 Sep 26

Expanding Sleep And Rare Disease Markets Will Unlock Future Potential

Analysts have reduced Harmony Biosciences’ price target from $50.45 to $44.55, citing negative Phase 3 data for ZYN002 in fragile X syndrome and competitive risks to Wakix, though future catalysts remain, resulting in a more cautious near-term outlook. Analyst Commentary Negative Phase 3 data for ZYN002 in fragile X syndrome raises concerns over Harmony's near-term growth prospects, compounded by the absence of detailed management commentary.
분석 기사 Sep 11

A Piece Of The Puzzle Missing From Harmony Biosciences Holdings, Inc.'s (NASDAQ:HRMY) Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
분석 기사 Jun 26

Harmony Biosciences Holdings (NASDAQ:HRMY) Seems To Use Debt Rather Sparingly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 May 20

A Piece Of The Puzzle Missing From Harmony Biosciences Holdings, Inc.'s (NASDAQ:HRMY) 26% Share Price Climb

Those holding Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) shares would be relieved that the share price has...
분석 기사 May 13

Why Harmony Biosciences Holdings' (NASDAQ:HRMY) Earnings Are Better Than They Seem

Shareholders appeared to be happy with Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) solid earnings report last...
분석 기사 May 09

Results: Harmony Biosciences Holdings, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Shareholders of Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) will be pleased this week, given that the stock...
Seeking Alpha Mar 24

Harmony Biosciences: A Compelling Risk-Reward Opportunity

Summary Harmony Biosciences offers a promising investment with one commercial drug, WAKIX, and a robust pipeline, despite some setbacks and risks. The company’s financial health is strong, with significant cash reserves and manageable debt, supporting future R&D and commercialization efforts. Fair value estimates suggest a 70% upside, with a base case valuation of $59.94, and even in a pessimistic scenario, the stock appears fairly valued. Due to dependence on WAKIX, I recommend a cautious 0.5x position, with potential adjustments based on upcoming trial results and stock performance. Read the full article on Seeking Alpha
분석 기사 Feb 28

Harmony Biosciences Holdings, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) filed its full-year result this...
분석 기사 Feb 15

Harmony Biosciences Holdings, Inc.'s (NASDAQ:HRMY) Shares Not Telling The Full Story

It's not a stretch to say that Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) price-to-earnings (or "P/E") ratio...
Seeking Alpha Jan 24

Harmony Biosciences: Don't Sleep On This Enterprising, Profitable Biotech

Summary Harmony Biosciences Holdings, Inc.'s Wakix, a first-in-class drug for narcolepsy, has shown strong revenue growth and recent label expansion to pediatric patients, with good future growth potential. Despite past challenges, including a short attack and a failed Phase 3 study, Harmony's stock has rebounded, supported by solid financials and strategic product extensions. Harmony's diversified pipeline, including new indications for pitolisant / Wakix, and other Phase 3 candidates, positions it for significant revenue growth and reduced single-asset risk. With strong financial metrics, profitability, and a well-planned growth strategy, HRMY stock is undervalued, making it a compelling “Buy” opportunity for 2025 in my view. Read the full article on Seeking Alpha
Seeking Alpha Nov 11

Harmony Biosciences: sNDA Of WAKIX Brings Additional Value Inflection Points

Summary Harmony Biosciences Holdings, Inc.'s potential expansion of WAKIX targeting patients with idiopathic hypersomnia possible with filing of sNDA expected in Q4 of 2024. Net sales of Wakix in Q3 of 2024 reached $186 million. The company surpassed $2 billion in cumulative net product revenue less than 5 years on the market, highlighting rapid growth. The global hypersomnia market industry is expected to grow to $5 billion by 2032. Read the full article on Seeking Alpha
분석 기사 Oct 31

Harmony Biosciences Holdings, Inc. Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting Next

Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) came out with its quarterly results last week, and we wanted to see...
분석 기사 Oct 30

Is Harmony Biosciences Holdings (NASDAQ:HRMY) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Sep 25

Many Still Looking Away From Harmony Biosciences Holdings, Inc. (NASDAQ:HRMY)

There wouldn't be many who think Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) price-to-earnings (or "P/E...
User avatar
새로운 내러티브 Sep 11

Pitolisant HD's Innovations And Critical Expansions Set To Surge Revenue And Solidify Market Dominance

Expanding the patient base and treatment efficacy for narcolepsy with the high-dose program of pitolisant and pursuing additional indications will significantly grow future revenues.
Seeking Alpha Aug 15

Harmony Biosciences: Advancing An Expanded Pipeline

Summary Today, we are revisiting the biopharma name Harmony Biosciences for the first time in nearly a year and a half. The company is nicely profitable thanks to its flagship product WAKIX and Harmony has a solid balance sheet as well. Harmony Biosciences has made some recent acquisitions that greatly expanded its pipeline and peak sales potential. An updated analysis of Harmony Biosciences stock follows in the paragraphs below. Read the full article on Seeking Alpha
분석 기사 Jul 15

Harmony Biosciences Holdings (NASDAQ:HRMY) Has A Rock Solid Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Jun 07

Investors Holding Back On Harmony Biosciences Holdings, Inc. (NASDAQ:HRMY)

Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) price-to-earnings (or "P/E") ratio of 12.6x might make it look...
분석 기사 May 03

Harmony Biosciences Holdings, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

It's been a good week for Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) shareholders, because the company has just...
분석 기사 Apr 04

These 4 Measures Indicate That Harmony Biosciences Holdings (NASDAQ:HRMY) Is Using Debt Safely

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Feb 09

Market Cool On Harmony Biosciences Holdings, Inc.'s (NASDAQ:HRMY) Earnings

Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) price-to-earnings (or "P/E") ratio of 13.1x might make it look...

주주 수익률

HRMYUS PharmaceuticalsUS 시장
7D0.2%-0.5%2.2%
1Y5.3%35.1%24.8%

수익률 대 산업: HRMY은 지난 1년 동안 35.1%의 수익을 기록한 US Pharmaceuticals 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: HRMY은 지난 1년 동안 24.8%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is HRMY's price volatile compared to industry and market?
HRMY volatility
HRMY Average Weekly Movement5.1%
Pharmaceuticals Industry Average Movement10.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.1%

안정적인 주가: HRMY는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: HRMY의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
2017293Jeffrey Daynowww.harmonybiosciences.com

하모니 바이오사이언스 홀딩스는 미국 내 희귀 신경 질환 환자를 위한 치료제 개발 및 상용화에 주력하는 상업화 단계의 제약 회사입니다. 이 회사는 성인 기면증 환자의 과도한 주간 졸림증 치료를 위한 새로운 작용 기전을 가진 분자물질인 WAKIX(피톨리산트)를 제공합니다. 또한 프라더-윌리 증후군(PWS) 치료를 위한 임상 3상, 근이영양증(DM1) 치료를 위한 임상 2상, 피톨리산트 위저항성(GR) 및 피톨리산트 고용량(HD) 치료를 위한 임상 2상을 진행 중인 피톨리산트를 개발하고 있습니다.

Harmony Biosciences Holdings, Inc. 기초 지표 요약

Harmony Biosciences Holdings의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
HRMY 기초 통계
시가총액US$1.99b
순이익 (TTM)US$145.62m
매출 (TTM)US$899.11m
13.6x
주가수익비율(P/E)
2.2x
주가매출비율(P/S)

HRMY는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
HRMY 손익계산서 (TTM)
매출US$899.11m
매출원가US$210.86m
총이익US$688.25m
기타 비용US$542.63m
순이익US$145.62m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)2.52
총이익률76.55%
순이익률16.20%
부채/자본 비율17.4%

HRMY의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/16 13:05
종가2026/06/15 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 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Harmony Biosciences Holdings, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jason Matthew GerberryBofA Global Research
Pete StavropoulosCantor Fitzgerald & Co.
Charles DuncanCantor Fitzgerald & Co.