Ligand Pharmaceuticals 향후 성장
Future 기준 점검 2/6
Ligand Pharmaceuticals은 연간 수입과 매출이 각각 16.8%와 15.3% 증가할 것으로 예상되고 EPS는 연간 12.6%만큼 증가할 것으로 예상됩니다.
핵심 정보
16.8%
이익 성장률
12.62%
EPS 성장률
| Pharmaceuticals 이익 성장 | 14.4% |
| 매출 성장률 | 15.3% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 18 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Apr 19
LGND: Royalty Portfolio And Partner Execution Will Shape Balanced Future Outlook
Ligand Pharmaceuticals' analyst price target has been nudged higher to about $247 from roughly $245, as analysts factor in slightly stronger modeled revenue growth, profit margins, and a modestly higher future P/E based on recent royalty pipeline updates and fresh coverage on the Street. Analyst Commentary Recent Street research on Ligand points to a cluster of higher price targets, fresh coverage and updated royalty assumptions, all of which feed into how analysts are thinking about valuation, execution risk and growth potential for the royalty portfolio.내러티브 업데이트 • Apr 04
LGND: Royalty Pipeline And Phase 3 Progress Will Drive Future Upside
Analysts have nudged their price target for Ligand Pharmaceuticals to $245.10 from $244.50, reflecting updated views on higher potential revenue growth, a much wider projected profit margin, and a lower future P/E assumption in recent research. Analyst Commentary Recent research on Ligand Pharmaceuticals has been active, with several firms adjusting price targets and reiterating positive views on the company’s royalty driven model and pipeline exposure.내러티브 업데이트 • Mar 21
LGND: Royalty Portfolio And Phase 3 Readout Will Support Future Upside
Analysts made a small adjustment to Ligand Pharmaceuticals' fair value estimate to $244.50 per share, reflecting updated modeling around its broad royalty portfolio and recent confidence in QTORIN related cash flow potential cited in recent price target and rating updates. Analyst Commentary Recent Street commentary around Ligand Pharmaceuticals centers on the breadth of its royalty portfolio, the progress of QTORIN, and how these factors could influence earnings power and valuation over time.내러티브 업데이트 • Mar 06
LGND: Royalty Portfolio And 2026 Revenue Mix Will Support Future Upside
The analyst price target for Ligand Pharmaceuticals has been raised by $1.11. Analysts point to steady royalty revenue and increased expectations around QTORIN's potential following positive Phase 3 data as key supports for the updated valuation assumptions.내러티브 업데이트 • Feb 19
LGND: Stable Fair Value And 2026 Revenue Mix Will Support Future Earnings
Analysts have modestly adjusted their price target on Ligand Pharmaceuticals, reflecting a slightly higher discount rate and a lower future P/E assumption, while keeping their fair value estimate effectively unchanged at $243.44. Analyst Commentary Recent Street research around Legence provides context for how analysts are thinking about valuation, execution, and growth drivers that may be relevant for investors following Ligand Pharmaceuticals, especially around themes such as data center demand, healthcare exposure, and capital allocation.내러티브 업데이트 • Feb 05
LGND: Raised 2025 Guidance And Solid Quarter Will Support Future Earnings Power
Analysts have raised their price target on Ligand Pharmaceuticals to $234 from $185, reflecting their view that recent quarterly results and the 2025 guidance update support a higher valuation range for the shares. Analyst Commentary Recent research commentary around Ligand Pharmaceuticals centers on how the latest quarterly results and the 2025 guidance update feed into a higher valuation range, with US$234 now set as a new price target by one major firm.Seeking Alpha • Jan 28
Ligand Pharmaceuticals: 2026 Guidance May Already Be Included In Current Valuation
Summary Ligand Pharmaceuticals (LGND) is a royalty investor in late-stage biopharma, with revenue and EPS growth driven by a robust portfolio. LGND expects royalty revenue to compound at a 23% CAGR through 2030, fueled by assets like Filspari, Ohtuvayre, and Zelsuvmi. Despite strong fundamentals and guidance, current valuation already prices in much of the anticipated 2026 growth; I rate LGND a Hold. Key risks include Filspari's regulatory uncertainty for FSGS and potential exclusivity loss on legacy royalty streams. Read the full article on Seeking Alpha내러티브 업데이트 • Jan 22
LGND: Royalty Model And 2025 Guidance Raise Will Drive Future Earnings Power
Analysts have nudged their price targets on Ligand Pharmaceuticals higher into the low $230s, citing what they describe as strong recent quarterly results, raised 2025 guidance, and ongoing business development activity as key supports for the updated outlook. Analyst Commentary Recent research on Ligand Pharmaceuticals has focused on the implications of its latest quarter and the updated 2025 outlook, with several firms lifting their price targets into a tight range around the low US$230s.내러티브 업데이트 • Jan 08
LGND: Royalty Model And 2025 Guidance Raise Will Support Earnings Power
Narrative Update Analysts have lifted their price target on Ligand Pharmaceuticals to the mid $230s, reflecting recent target increases to $234 and $231. They attribute these changes to what they describe as solid quarterly results, a 2025 guidance raise, and ongoing business development activity.내러티브 업데이트 • Dec 24
LGND: Royalty Model Will Support Expanding Margins And Multi Year Earnings Power
Analysts have nudged their consolidated fair value estimate for Ligand Pharmaceuticals modestly higher to approximately $243 from $238 per share, citing stronger than previously modeled profitability, resilient margin expansion, and the continued validation of the company’s royalty driven model in recent research updates that raised price targets into the low $230s. Analyst Commentary Bullish analysts point to the latest price target increases into the low to mid $230s as evidence that Ligand is executing above prior expectations, with stronger earnings power and higher quality of revenue than previously modeled.내러티브 업데이트 • Dec 09
LGND: Expanded Deal Pipeline Will Drive Multi Year Earnings Power
Analysts have nudged their average price target on Ligand Pharmaceuticals higher to the mid 230 dollar range. This reflects confidence in the company’s strong recent quarter, raised 2025 guidance, and a business model that continues to deliver robust earnings and margin performance.내러티브 업데이트 • Nov 25
LGND: Upcoming Business Development Activity Will Drive Financial Momentum Into 2025
Ligand Pharmaceuticals' analyst price target increased from $206 to $238. Analysts cited better-than-expected quarterly results, raised future guidance, and continued strong business development activity as key drivers for the upward revision.내러티브 업데이트 • Nov 07
LGND: Capital Flexibility And Business Model Will Shape Mid-Term Performance Outlook
Ligand Pharmaceuticals’ analyst price target has increased from $183.13 to $206.25. Analysts cite robust Q3 results and an ongoing strong business development model as key drivers for the upward revision.내러티브 업데이트 • Sep 13
Expanding Royalty Portfolio Will Strengthen Global Healthcare Reach
Ligand Pharmaceuticals’ consensus price target was raised from $178.12 to $183.12, reflecting analysts’ confidence in its strengthened capital position following a successful $460M convertible debt offering, robust revenue and earnings guidance, and a track record of prudent capital allocation and royalty portfolio wins. Analyst Commentary Market enthusiasm following Ligand's successful $460M convertible debt offering, which provided $385M in net capital and included a $45M bond hedge mitigating dilution up to $294/share, as well as a $15M share repurchase.내러티브 업데이트 • Aug 29
Expanding Royalty Portfolio Will Strengthen Global Healthcare Reach
Ligand Pharmaceuticals' consensus price target was raised to $173.38, reflecting better-than-expected Q2 results, higher FY25 revenue and EPS guidance, growing investor confidence in its royalty portfolio, and successful strategic investments. Analyst Commentary Better-than-expected Q2 results and an increase in FY25 guidance, indicating improved near-term financial performance.내러티브 업데이트 • Aug 08
Expanding Royalty Portfolio Will Strengthen Global Healthcare Reach
Ligand Pharmaceuticals’ consensus price target has increased to $154.75, primarily driven by a notable surge in net profit margin and a sharp reduction in future P/E, indicating improved profitability and valuation. What's in the News Ligand Pharmaceuticals raised 2025 revenue guidance to $200–225 million from $180–200 million.Seeking Alpha • Apr 20
Revisiting Ligand Pharmaceuticals, Ready To Accumulate If Shares Dip Below $100
Summary Ligand Pharmaceuticals' diversified royalty platform offers strong biotech exposure with reduced risk, supported by robust royalty revenue growth and a solid cash position. Despite a 28% royalty revenue growth in 2024, Ligand's stock is fairly priced at around $97 based on our calculations. Key assets like Captisol, Qarziba, Ohtuvayre, and Filspari drive revenue, but clinical setbacks or commercial execution risks could impact future growth. Downgrade from Buy to Hold due to current valuation; consider accumulating shares if the stock drops below $100. Read the full article on Seeking Alpha분석 기사 • Feb 25
Ligand Pharmaceuticals Incorporated's (NASDAQ:LGND) Share Price Matching Investor Opinion
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Seeking Alpha • Feb 03
Looking Back On Ligand Pharmaceuticals
Summary Today, I am circling back to Ligand Pharmaceuticals for the first time since late 2023. The stock has had a nice run in recent months and management has a solid game plan to grow revenues at north of 20% annually in the years ahead. Analysts are universally optimistic, with multiple Buy ratings and price targets ranging from $135 to $160 a share. An updated analysis around Ligand Pharmaceuticals follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Nov 24
Ligand Pharmaceuticals: Buy This Strong Growing Pharma And Get A Stake In Dozens Of Therapies
Summary I continue to rate Ligand Pharmaceuticals stock as a "Buy" citing strong liquidity and a clean balance sheet. Its Q3 2024 earnings report beat on the top and bottom lines raising prior guidance, reinforcing my confidence in the company's performance. This analysis references Q3 2024 financial results press release, earnings conference call, presentation, 10-Q, and the latest 10-K. Ligand's solid financial position and consistent performance make it a positive investment choice. Read the full article on Seeking Alpha분석 기사 • Oct 31
Market Participants Recognise Ligand Pharmaceuticals Incorporated's (NASDAQ:LGND) Earnings
With a price-to-earnings (or "P/E") ratio of 47.6x Ligand Pharmaceuticals Incorporated ( NASDAQ:LGND ) may be sending...
새로운 내러티브 • Sep 12
Expanding Royalty Portfolio And Calculated Acquisitions Set To Skyrocket Revenue And Margins
Significant investment in new opportunities and acquisitions, including Apeiron Biologics, aimed at increasing royalty revenue and diversifying the revenue base.Seeking Alpha • Jul 29
Ligand Pharmaceuticals: Solid Performer Performing Solidly
Summary Ligand Pharmaceuticals has seen over a 50% increase in share value since its Q1 earnings report. Recent positive developments include new deals, regulatory successes, and raising 2024 guidance. A new deal of close to $200 million with Agenus and $100 million acquisition of APEIRON contribute to the positive outlook. Read the full article on Seeking Alpha분석 기사 • Jul 18
Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected
Despite an already strong run, Ligand Pharmaceuticals Incorporated ( NASDAQ:LGND ) shares have been powering on, with a...분석 기사 • Jun 29
Should You Be Adding Ligand Pharmaceuticals (NASDAQ:LGND) To Your Watchlist Today?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • May 23
Subdued Growth No Barrier To Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) With Shares Advancing 27%
Ligand Pharmaceuticals Incorporated ( NASDAQ:LGND ) shares have had a really impressive month, gaining 27% after a...Seeking Alpha • Apr 30
Ligand: Buy This Pharma Royalty Aggregator To Generate Growth In Your Portfolio
Summary Royalty Aggregators like Royalty Pharma, Ligand, and XOMA are gaining popularity in the biotech industry. These companies buy up royalty rights to pharmaceutical products, providing upfront cash to biotech companies. This allows biotech companies to access immediate funds for research and development, while the aggregators earn a return on their investment. Read the full article on Seeking Alpha분석 기사 • Dec 19
Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) Not Flying Under The Radar
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...분석 기사 • Jun 14
Is Now The Time To Put Ligand Pharmaceuticals (NASDAQ:LGND) On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • May 29
We Think Ligand Pharmaceuticals (NASDAQ:LGND) Can Stay On Top Of Its Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • May 07
Are Investors Undervaluing Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) By 45%?
Key Insights Ligand Pharmaceuticals' estimated fair value is US$144 based on 2 Stage Free Cash Flow to Equity Current...분석 기사 • Jan 26
These 4 Measures Indicate That Ligand Pharmaceuticals (NASDAQ:LGND) Is Using Debt Reasonably Well
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 424 | 215 | 229 | 334 | 5 |
| 12/31/2027 | 364 | 175 | 209 | 259 | 8 |
| 12/31/2026 | 286 | 92 | 146 | 210 | 9 |
| 3/31/2026 | 274 | 154 | 123 | 123 | N/A |
| 12/31/2025 | 268 | 124 | 49 | 49 | N/A |
| 9/30/2025 | 251 | 49 | 31 | 32 | N/A |
| 6/30/2025 | 188 | -76 | 54 | 55 | N/A |
| 3/31/2025 | 181 | -133 | 51 | 53 | N/A |
| 12/31/2024 | 167 | -4 | 95 | 97 | N/A |
| 9/30/2024 | 152 | 45 | 75 | 77 | N/A |
| 6/30/2024 | 133 | 42 | 46 | 48 | N/A |
| 3/31/2024 | 118 | 96 | 33 | 34 | N/A |
| 12/31/2023 | 131 | 54 | 46 | 50 | N/A |
| 9/30/2023 | 154 | 21 | 90 | 95 | N/A |
| 6/30/2023 | 180 | 41 | 99 | 108 | N/A |
| 3/31/2023 | 204 | 51 | 104 | 120 | N/A |
| 12/31/2022 | 196 | -5 | 125 | 138 | N/A |
| 9/30/2022 | 183 | 23 | 95 | 112 | N/A |
| 6/30/2022 | 188 | 27 | 97 | 112 | N/A |
| 3/31/2022 | 223 | 45 | 110 | 120 | N/A |
| 12/31/2021 | 242 | 76 | 71 | 79 | N/A |
| 9/30/2021 | 275 | 68 | 45 | 52 | N/A |
| 6/30/2021 | 252 | 48 | 37 | 44 | N/A |
| 3/31/2021 | 208 | 39 | 42 | 48 | N/A |
| 12/31/2020 | 164 | 7 | 51 | 55 | N/A |
| 9/30/2020 | 143 | -16 | 41 | 47 | N/A |
| 6/30/2020 | 126 | -25 | 24 | 28 | N/A |
| 3/31/2020 | 110 | -61 | -60 | -58 | N/A |
| 12/31/2019 | 120 | 629 | N/A | -29 | N/A |
| 9/30/2019 | 153 | 594 | N/A | 11 | N/A |
| 6/30/2019 | 174 | 677 | N/A | 44 | N/A |
| 3/31/2019 | 239 | 764 | N/A | 179 | N/A |
| 12/31/2018 | 251 | 143 | N/A | 194 | N/A |
| 9/30/2018 | 242 | 179 | N/A | 193 | N/A |
| 6/30/2018 | 230 | 120 | N/A | 193 | N/A |
| 3/31/2018 | 168 | 53 | N/A | 130 | N/A |
| 12/31/2017 | 141 | 13 | N/A | 89 | N/A |
| 9/30/2017 | 129 | 16 | N/A | 78 | N/A |
| 6/30/2017 | 117 | 9 | N/A | 69 | N/A |
| 3/31/2017 | 109 | -3 | N/A | 69 | N/A |
| 12/31/2016 | 109 | -2 | N/A | 61 | N/A |
| 9/30/2016 | 92 | 7 | N/A | 56 | N/A |
| 6/30/2016 | 88 | 205 | N/A | 48 | N/A |
| 3/31/2016 | 87 | 235 | N/A | 47 | N/A |
| 12/31/2015 | 72 | 230 | N/A | 42 | N/A |
| 9/30/2015 | 74 | 231 | N/A | 38 | N/A |
| 6/30/2015 | 71 | 33 | N/A | 32 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: LGND 의 연간 예상 수익 증가율(16.8%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: LGND 의 연간 수익(16.8%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: LGND 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: LGND 의 수익(연간 15.3%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: LGND 의 수익(연간 15.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: LGND의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/21 01:42 |
| 종가 | 2026/05/21 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
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분석가 소스
Ligand Pharmaceuticals Incorporated는 20명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Robert Wasserman | Benchmark Company |
| Jason Zemansky | BofA Global Research |