Incyte Corporation

NasdaqGS:INCY 주식 리포트

시가총액: US$19.4b

Incyte 향후 성장

Future 기준 점검 0/6

Incyte 의 수익과 수익은 각각 연간 1.8% 및 14.3% 감소할 것으로 예상됩니다. EPS는 연간 15.5% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.6% 로 예상됩니다.

핵심 정보

-14.3%

이익 성장률

-15.50%

EPS 성장률

Biotechs 이익 성장25.2%
매출 성장률-1.8%
향후 자기자본이익률17.62%
애널리스트 커버리지

Good

마지막 업데이트21 May 2026

최근 향후 성장 업데이트

분석 기사 • Oct 31

Results: Incyte Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

Incyte Corporation ( NASDAQ:INCY ) defied analyst predictions to release its quarterly results, which were ahead of...

Recent updates

분석 기사 • May 10

Impressive Earnings May Not Tell The Whole Story For Incyte (NASDAQ:INCY)

Incyte Corporation ( NASDAQ:INCY ) announced strong profits, but the stock was stagnant. We did some digging, and we...
내러티브 업데이트 • May 03

INCY: Future Returns Will Depend On Managing Patent Cliff And Pipeline Execution

Incyte's updated analyst price target has moved from $100.10 to $108.50, reflecting how analysts are weighing a series of recent target hikes from firms such as Oppenheimer, BofA, RBC, Barclays, Morgan Stanley, Piper Sandler and H.C. Wainwright, against more cautious views from UBS and Jefferies focused on patent and long term growth uncertainties. Analyst Commentary Recent research highlights a clear split in how analysts view Incyte, with several firms lifting price targets or initiating with a positive stance, while others focus on patent risk and long term growth questions.
Seeking Alpha • May 01

Incyte: Strong Business, But Risks Remain

Summary Incyte is rated a hold due to strong fundamentals but high revenue concentration in Jakafi ahead of its 2028 patent cliff. INCY trades at 13x P/E, below its historical premium, despite 60% stock appreciation and robust 21% YoY revenue growth. Management guides 2026 net sales at roughly $4.8B, with Jakafi still expected to represent most of the total. Potential launches in 2026 and 2027, including Jakafi XR and povorcitinib, could improve the story. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 18

INCY: Jakafi 2028 Patent Cliff Will Pressure Reliance On Long Dated Pipeline

The analyst price target for Incyte has shifted to reflect a modest fair value increase of about $2, as analysts weigh patent cliff concerns around Jakafi in 2028 against longer term pipeline opportunities and a higher assumed future P/E multiple. Analyst Commentary Recent research has highlighted a split view on Incyte, with some firms lifting price targets while others have taken a more cautious stance.
내러티브 업데이트 • Apr 04

INCY: Late Stage Pipeline And 2026 Readouts Will Offset Patent Cliff Risk

Analysts have modestly adjusted their price targets on Incyte, with recent cuts of up to $10 alongside several incremental increases. This reflects a balance between concerns around Jakafi's 2028 patent cliff and confidence in longer term revenue drivers that are considered harder to underwrite today.
내러티브 업데이트 • Mar 21

INCY: Late Stage Pipeline And 2026 Milestones Will Offset Patent Cliff Risk

Analysts' price targets for Incyte have shifted, with one firm cutting its view from $120 to $94 on patent cliff concerns, while others have nudged targets higher into the $90 to $128 range. This reflects a balance between Jakafi loss of exclusivity risk and longer term pipeline potential.
내러티브 업데이트 • Mar 07

INCY: Late Stage Pipeline Progress And 2026 Readouts Will Reshape Earnings Power

Incyte's updated analyst price target has nudged higher, with several firms lifting their views into a roughly $117 to $128 range as analysts highlight a clearer revenue roadmap, upcoming Phase 3 catalysts, and a more constructive sector backdrop, despite at least one downgrade on near term catalysts. Analyst Commentary Recent Street research around Incyte has tilted constructive, with several bullish analysts revisiting their models and lifting price targets as they get more confidence in the company’s roadmap and execution plans.
내러티브 업데이트 • Feb 21

INCY: Late Stage Pipeline Execution Will Reshape Earnings Power Beyond Jakafi

The analyst fair value estimate for Incyte has been raised by $6 to $135. This change reflects recent price target increases across several firms as analysts point to a fuller pipeline, higher assumed revenue growth, a higher future P/E multiple, and offsetting adjustments to discount rate and profit margin assumptions.
내러티브 업데이트 • Feb 06

INCY: Late Stage Pipeline Reliance Will Face Pressure As Near Term Catalysts Remain Scarce

Analysts have lifted their price targets on Incyte by as much as US$27, citing a fuller late stage pipeline, new coverage with bullish views, and updated assumptions around discount rates, revenue growth, profit margins, and forward P/E that support a higher valuation range. Analyst Commentary Recent research on Incyte has tilted more constructive on potential upside, but there are also clear points of caution that investors should keep in mind when thinking about valuation and execution risk.
내러티브 업데이트 • Jan 23

INCY: Late Stage Pipeline Execution Will Face Scrutiny As Near Term Catalysts Thin

Narrative Update: Incyte (INCY) The updated analyst price target for Incyte moves from $60 to $70, reflecting analysts' incorporation of higher projected profit margins, a lower future P/E, and recent price target raises that highlight a fuller late stage pipeline and upcoming clinical readouts, even as some research points to fewer near term catalysts. Analyst Commentary Recent Street commentary on Incyte mixes higher price targets with tempered expectations around the pace and reliability of execution.
내러티브 업데이트 • Jan 09

INCY: Pipeline Progress And Policy Tailwinds Will Reshape Earnings Power

Analysts have lifted their fair value estimate for Incyte to $129 from $92, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E following recent Street research, including the higher $90 price target cited by Goldman Sachs. Analyst Commentary Recent Street research has added a more constructive tone around Incyte, with bullish analysts pointing to updated assumptions on risk, growth, and profitability to support higher valuation frameworks.
내러티브 업데이트 • Dec 25

INCY: Future Returns Will Hinge On Executing High-Expectation Pipeline Under New Leadership

Analysts have nudged their price target on Incyte slightly higher, to $82 from $81. This reflects a modestly improved fair value estimate even as they caution that the recent share rally has largely priced in high expectations for key pipeline assets and new management.
내러티브 업데이트 • Dec 11

INCY: Future Returns Will Depend On Delivering High-Risk Hematology Pipeline Milestones

Analysts have nudged their fair value estimate for Incyte higher, lifting the implied price target by about $4 per share to roughly $100. They are balancing moderate upward revisions to growth assumptions and valuation multiples against a view that recent gains already reflect high expectations for key pipeline assets and Opzelura expansion.
내러티브 업데이트 • Nov 27

INCY: Share Momentum Will Slow As R&D Execution Risks Remain Elevated

Incyte's analyst price target has increased modestly to $95.57 from $93.82. Analysts cite continued pipeline momentum, recent regulatory approvals, and new leadership as key drivers supporting higher valuation expectations.
내러티브 업데이트 • Nov 12

INCY: Share Momentum Will Stall As Execution Risks Come Into Focus

Incyte's analyst price target has increased from $86.86 to $93.82, as analysts cite improving profit margins, strong product pipeline updates, and enhanced growth visibility following recent regulatory and clinical developments. Analyst Commentary Recent analyst research on Incyte reflects a range of perspectives on the company's valuation, growth potential, and commercial execution.
분석 기사 • Oct 31

Results: Incyte Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

Incyte Corporation ( NASDAQ:INCY ) defied analyst predictions to release its quarterly results, which were ahead of...
내러티브 업데이트 • Oct 29

Upcoming Clinical Data And New Management Will Shape Future Performance

Incyte's analyst fair value price target has been raised by nearly $2 to approximately $87, as analysts point to recent clinical updates and pipeline progress strengthening the company's growth outlook. Analyst Commentary Recent Street research on Incyte reflects a mix of optimism regarding the company's growth drivers and caution about valuation and future risks.
내러티브 업데이트 • Oct 15

Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape

Incyte's analyst price target has increased slightly from $83.62 to $84.76, as analysts cite ongoing commercial momentum and incremental advances in the company's growth drivers. Analyst Commentary Recent analyst activity reflects a range of perspectives on Incyte’s outlook, with notable adjustments to ratings and price targets based on pipeline progress, commercial momentum, and valuation concerns.
내러티브 업데이트 • Sep 26

Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape

Increased analyst confidence in Incyte’s pipeline progress, strong Opzelura execution, and management’s ability to offset Jakafi’s patent expiry has driven the consensus price target up from $81.55 to $83.62. Analyst Commentary Bullish analysts highlight increased visibility and incremental growth from FDA approval of Opzelura for pediatric atopic dermatitis, along with strong commercial execution under new leadership.
내러티브 업데이트 • Sep 11

Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape

Analysts have modestly raised Incyte’s price target to $81.55, citing strengthened leadership, increased confidence in commercial execution, and upcoming pivotal data readouts—though concerns about Jakafi’s patent expiry remain a key overhang. Analyst Commentary Bullish analysts cite increased confidence in Incyte's commercial execution, multiple promising pipeline assets ("shots on goal"), and strengthened leadership, particularly following meetings with new CEO Bill Meury and Head of R&D.
분석 기사 • Aug 14

Incyte Corporation's (NASDAQ:INCY) Price Is Right But Growth Is Lacking After Shares Rocket 26%

NasdaqGS:INCY 1 Year Share Price vs Fair Value Explore Incyte's Fair Values from the Community and select yours Despite...
내러티브 업데이트 • Aug 07

Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape

With both Incyte’s future P/E and revenue growth forecasts holding steady, analysts maintained their price target at $80.83. What's in the News FDA approved Monjuvi (tafasitamab-cxix) with rituximab and lenalidomide for relapsed/refractory follicular lymphoma, showing significant improvement in progression-free survival.
분석 기사 • Aug 06

Additional Considerations Required While Assessing Incyte's (NASDAQ:INCY) Strong Earnings

Incyte Corporation's ( NASDAQ:INCY ) stock was strong after they recently reported robust earnings. However, we think...
Seeking Alpha • Mar 18

Incyte: Still A 'Buy' Despite HS Treatment Data With Povorcitinib

Summary Statistical significance achieved with both doses of povorcitinib in both phase 3 STOP-HS studies treating patients with Hidradenitis suppurativa. The global Hidradenitis Suppurativa market size is expected to be worth $1.57 billion by 2031; Incyte can do well in biologic experienced HS patients. Regulatory discussions possible of expanded approval of OPZELURA for Prurigo Nodularis patients; However, regulatory discussion will be needed to determine if one phase 3 study will be enough for filing. Incyte's revenues continues to grow, with full-year 2024 revenues reaching $4.2 billion, a 15% YoY increase, driven by JAKAFI and OPZELURA. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NasdaqGS:INCY - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20286,5311,7291,7541,88820
12/31/20276,2421,6061,6991,99623
12/31/20265,6241,3661,4871,67023
3/31/20265,3611,4321,4211,517N/A
12/31/20255,1411,2871,3301,413N/A
9/30/20254,8131,1891,1721,251N/A
6/30/20254,5858719461,003N/A
3/31/20254,41321289383N/A
12/31/20244,24133235335N/A
9/30/20244,0763217102N/A
6/30/20243,85797-140-61N/A
3/31/20243,768745791821N/A
12/31/20233,696598449496N/A
9/30/20233,609425566632N/A
6/30/20233,513366698781N/A
3/31/20233,470324561649N/A
12/31/20223,395341892970N/A
9/30/20223,331876711802N/A
6/30/20223,320945665760N/A
3/31/20223,115933609759N/A
12/31/20212,986949568749N/A
9/30/20212,913535543741N/A
6/30/20212,721338450668N/A
3/31/20212,703478569765N/A
12/31/20202,667-296-312-125N/A
9/30/20202,457-335-266-100N/A
6/30/20202,388-191-108-12N/A
3/31/20202,229-376-227-128N/A
12/31/20192,159447N/A711N/A
9/30/20192,108405N/A663N/A
6/30/20192,006306N/A592N/A
3/31/20191,997253N/A471N/A
12/31/20181,882109N/A336N/A
9/30/20181,798-109N/A163N/A
6/30/20181,729-102N/A17N/A
3/31/20181,534-167N/A101N/A
12/31/20171,536-313N/A-93N/A
9/30/20171,419-155N/A91N/A
6/30/20171,306-154N/A133N/A
3/31/20171,226-107N/A34N/A
12/31/20161,106104N/A305N/A
9/30/20161,023151N/A280N/A
6/30/201694174N/A193N/A
3/31/201685849N/A189N/A
12/31/20157547N/A89N/A
9/30/2015634-86N/A61N/A
6/30/201564413N/A81N/A

애널리스트 향후 성장 전망

수입 대 저축률: INCY 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -14.3%).

수익 vs 시장: INCY 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -14.3%).

고성장 수익: INCY 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: INCY 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.8%).

고성장 매출: INCY 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -1.8%).

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: INCY의 자본 수익률은 3년 후 17.6%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 17:35
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
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주요 개발10년
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분석가 소스

Incyte Corporation는 44명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jasper HellwegArgus Research Company
Thomas RussoBaird
Peter LawsonBarclays