Neurocrine Biosciences (NBIX) 주식 개요
는 미국 및 국제적으로 신경, 정신, 내분비 및 면역 질환에 대한 의약품을 발견, 개발 및 상업화하는 회사입니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 NBIX에 대한 위험이 감지되지 않았습니다.
NBIX Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$244.8
FV
36.0% 저평가 내재 할인율17.00%
Revenue growth p.a.
989
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Neurocrine Biosciences, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$156.70 |
| 52주 최고가 | US$162.39 |
| 52주 최저가 | US$119.62 |
| 베타 | 0.34 |
| 1개월 변동 | 22.73% |
| 3개월 변동 | 19.65% |
| 1년 변동 | 30.39% |
| 3년 변동 | 71.78% |
| 5년 변동 | 62.86% |
| IPO 이후 변동 | 1,153.60% |
최근 뉴스 및 업데이트
Recent updates
분석 기사 • May 08
Neurocrine Biosciences, Inc. Just Recorded A 61% EPS Beat: Here's What Analysts Are Forecasting Next
Neurocrine Biosciences, Inc. ( NASDAQ:NBIX ) investors will be delighted, with the company turning in some strong...
내러티브 업데이트 • May 07
NBIX: Future Upside Will Depend On Execution Across Two Core Franchises
The updated analyst price target for Neurocrine Biosciences moves to $241.76 from $203.91, with analysts pointing to higher modeled revenue growth and slightly richer future P/E assumptions, partly balanced by a modestly lower profit margin outlook and a small change in the discount rate. Analyst Commentary Recent Street research on Neurocrine Biosciences shows a cluster of price target changes and fresh coverage that tilt bullish overall, even with a few modest trims.Seeking Alpha • May 06
Neurocrine Biosciences: Core Business On Track, Soleno Deal Adds Risky Upside
Summary Neurocrine Biosciences delivered a strong Q1, with revenue up 42% and healthy growth in Ingrezza and Crenessity. Enhanced sales efforts could drive Ingrezza upside in 2H'26, while Crenessity has a long runway for patient adoption, particularly in adults. The $2.9 billion Soleno acquisition brings Vykat XR, a high-potential offering with clear commercial synergies but significant unknowns around long-term patient uptake and compliance. My fair value estimate for NBIX rises to just under $206/share, supported by multiyear upside in Ingrezza, Crenessity, and a promising, though long-dated, pipeline. I maintain a bullish stance on NBIX, seeing the market undervaluing core franchises and risk-adjusted pipeline upside despite tempered guidance. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 21
NBIX: Future Upside Will Hinge On Tardive Dyskinesia Franchise Execution
The updated analyst price target for Neurocrine Biosciences increases to $186.45 from $178.04. Analysts attribute the change to more supportive long-term earnings expectations and higher assumed future P/E multiples, even as they refine revenue growth and margin assumptions.
내러티브 업데이트 • Apr 07
NBIX: Mixed 2026 Guidance And Policy Risks Will Shape Future Returns
Analysts have made a small upward adjustment to the fair value estimate for Neurocrine Biosciences to about $140.54, reflecting updated price targets that weigh mixed revisions across the Street against generally constructive views on Ingrezza and Crenessity. Analyst Commentary Street research around Neurocrine Biosciences has been active, with a mix of supportive views on key assets like Ingrezza and Crenessity and a series of price target tweaks that pull in different directions.내러티브 업데이트 • Mar 24
NBIX: Future Upside Will Depend On Crenessity Adoption And Pipeline Progress
Analysts have trimmed the blended price target for Neurocrine Biosciences slightly to about $178, reflecting modest tweaks to growth, discount rate and P/E assumptions, while incorporating mixed but generally constructive views on Ingrezza and Crenessity uptake from recent research updates. Analyst Commentary Street research on Neurocrine Biosciences has been active, with several firms adjusting price targets and models around recent earnings, updated guidance and new information on Ingrezza and Crenessity.내러티브 업데이트 • Mar 09
NBIX: 2026 Guidance Execution And CAH Competition Will Shape Future Returns
Analysts have kept the fair value estimate for Neurocrine Biosciences steady at $140, while revising their models slightly to reflect updated revenue growth, margins, and P/E assumptions following recent earnings, guidance, and a mix of modest price target cuts and a fresh $160 Outperform initiation. Analyst Commentary Across recent research, you are seeing a mix of optimism around the pipeline and commercial assets along with a cluster of more cautious valuation resets.내러티브 업데이트 • Feb 23
NBIX: Execution On 2026 Guidance And Competitive CAH Data Will Shape Outlook
Neurocrine Biosciences' updated analyst price target of $140.00, down from $169.00, reflects refreshed models after Q4 results and 2026 guidance, with analysts still pointing to Ingrezza and Crenessity as key drivers in their long term assumptions despite recent target trims across the Street. Analyst Commentary Street research around Neurocrine Biosciences has turned more mixed, with several bearish analysts trimming price targets following Q4 results and updated 2026 guidance, while a few others have made only modest upward adjustments.내러티브 업데이트 • Feb 09
NBIX: Future Returns Will Hinge On Crenessity Execution And Pipeline Delivery
Analysts made a modest trim to their Neurocrine Biosciences price targets, generally landing around the high US$170s. Updated models reflect slightly more conservative revenue growth assumptions and a marginally higher discount rate, partly offset by steady margin expectations and supportive views on Crenessity and Ingrezza.내러티브 업데이트 • Jan 24
NBIX: Future Revenue Will Depend On Execution Across Two Key Franchises
Analysts have raised their fair value estimate for Neurocrine Biosciences to about US$204 from US$192. This reflects updated assumptions that include slightly stronger revenue growth, higher profit margins and a lower future P/E multiple after recent Street research refined expectations for Ingrezza, Crenessity and competitor dynamics.내러티브 업데이트 • Jan 10
NBIX: Commercial Execution And Pipeline Progress Will Drive Future Shareholder Returns
Analysts have raised their fair value estimate for Neurocrine Biosciences from about $177.92 to $179.66, reflecting updated models that incorporate recent price target revisions, current product performance, and expectations regarding future competition and commercial execution. Analyst Commentary Recent research updates show a mix of optimism and caution around Neurocrine Biosciences, with most price target moves clustering around the high $160s to mid $180s and reflecting updated models on current products, competitive developments in congenital adrenal hyperplasia, and spending to support commercial execution.내러티브 업데이트 • Dec 17
NBIX: Advancing CNS Pipeline Readouts Will Drive Future Shareholder Returns
Analysts have modestly increased their average price target for Neurocrine Biosciences by about $3, to roughly $178, citing stronger than expected product performance, sustained Ingrezza growth momentum, and growing confidence in the company’s advancing pipeline despite potential IRA related pricing headwinds. Analyst Commentary Street research remains broadly constructive on Neurocrine, with multiple firms nudging price targets higher as they factor in stronger execution, commercial visibility for Ingrezza and Crenessity, and a maturing late stage pipeline.내러티브 업데이트 • Dec 03
NBIX: Late-Stage CNS Pipeline Readouts Will Drive Future Shareholder Value
Analysts have nudged their blended price target for Neurocrine Biosciences modestly higher to the high $170s to low $180s range, reflecting stronger than expected Ingrezza and Crenessity performance, confidence in commercial execution ahead of IRA related headwinds, and growing optimism around the longer term pipeline. Analyst Commentary Bullish analysts largely frame the recent pullback as a mismatch between robust fundamentals and short term market sentiment, with multiple firms lifting price targets into the mid $160s to mid $190s range even as shares consolidated.내러티브 업데이트 • Nov 19
NBIX: Late-Stage Pipeline Advancements Will Drive Shareholder Value Amid Industry Headwinds
Neurocrine Biosciences' analyst price target has increased modestly, up by $3 to $174. Analysts cite ongoing strong commercial performance, expanded sales force initiatives, and a robust late-stage pipeline as supporting factors for sustained growth potential.내러티브 업데이트 • Nov 05
NBIX: Expanding Commercial Momentum And Pipeline Advances Will Drive Shareholder Value
The analyst price target for Neurocrine Biosciences has been raised from approximately $170 to $175 per share. This reflects analyst optimism about the company’s strong recent earnings, expanded sales efforts, and ongoing commercial and pipeline momentum.내러티브 업데이트 • Oct 22
Analysts Boost Neurocrine Biosciences Price Target Citing Strong Revenue Outlook and Clinical Results
Analysts have raised their price target for Neurocrine Biosciences from $168.25 to $169.95. They cite stronger revenue outlooks for key products and supportive recent clinical trial data as the main reasons for this adjustment.Seeking Alpha • Apr 22
Neurocrine Biosciences: Valbenazine As Adjunctive Therapy Could Stage Comeback In 2025
Summary Company's valbenazine shows promise as an adjunctive therapy for Schizophrenia, with phase 3 data expected in 2025, targeting patients unresponsive to antipsychotics. The company also anticipates phase 3 data for valbenazine in treating dyskinetic cerebral palsy in 2025, presenting another market opportunity. Neurocrine's financial health is robust, with $1.8 billion in cash and strong revenue growth from INGREZZA, which saw a 23% year-over-year increase in Q4 2024. The Schizophrenia market across the 7 major markets is expected to reach $17 billion by 2031. Read the full article on Seeking AlphaSeeking Alpha • Apr 16
Neurocrine Biosciences: Recent Selloff Has Created A Potential Buying Opportunity
Summary Neurocrine Biosciences, Inc. has shown significant growth since its 1996 IPO, with a current stock price around $100, reflecting an 850% increase. Ingrezza is the flagship, >$2bn p.a. selling product. Despite a recent sell-off due to missed earnings targets and cautious 2025 guidance, Neurocrine's pipeline, including the newly approved Crenessity, may offer substantial growth potential. The company's robust portfolio and promising pipeline, including potential blockbusters like Crenessity and Ingrezza (valbenazine) label expansions, make it an intriguing contrarian buy opportunity. NBIX stock's valuation compared to peers suggests the recent market reaction may be overdone, positioning it as a potential takeover target with a valuation closer to $15 billion, in my view. Read the full article on Seeking Alpha새로운 내러티브 • Mar 20
Neurocrine Biosciences revenue will grow by 10% with Crenessity and Ingrezza sales if they can maintain the retail price.
Risks and uncertainties associated with Neurocrine Biosciences' business and finances in general, risks and uncertainties associated with the commercialization of INGREZZA and CRENESSITY.주주 수익률
| NBIX | US Biotechs | US 시장 | |
|---|---|---|---|
| 7D | -0.3% | 2.4% | 1.1% |
| 1Y | 30.4% | 34.6% | 28.7% |
수익률 대 산업: NBIX은 지난 1년 동안 34.6%의 수익을 기록한 US Biotechs 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: NBIX은 지난 1년 동안 28.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| NBIX volatility | |
|---|---|
| NBIX Average Weekly Movement | 4.3% |
| Biotechs Industry Average Movement | 10.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: NBIX는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: NBIX의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1992 | 2,000 | Kyle Gano | www.neurocrine.com |
는 미국 및 전 세계에서 신경, 정신, 내분비, 면역 질환에 대한 의약품을 발견, 개발 및 상업화하는 회사입니다. 이 회사의 제품으로는 헌팅턴병과 관련된 지체성 운동 이상증 및 무도병 치료제 인그레자, 자궁내막증 치료제 오라일리사 정제, 자궁근종 치료제 오리안 캡슐, 선천성 부신 과형성 치료제 크레네시티 등이 있으며 알킨디와 에프모디라는 이름으로 제품을 공급하고 있습니다. 임상 개발 중인 제품 후보로는 운동 장애 치료제 NBI-1076986, 주요 우울 장애의 치료 불충분 반응 치료제 오사밤페이터, 정신분열증 및 조울증 치료제 NBI-1117568, 알츠하이머병 치료제 NBI-1117567, 간질 치료제 NBI 921355 등이 있습니다; 선천성 부신 과형성증 치료를 위한 NBIP-01435, 비만 및 관련 대사 질환 치료를 위한 NBIP-2118, 주요 우울 장애 치료를 위한 NBI-1070770, 신경 정신과 및 신경 질환 치료를 위한 NBI-1117570, NBI-1117567, NBI-1117569, NBI-1140675 및 NBI-1065890.
Neurocrine Biosciences, Inc. 기초 지표 요약
| NBIX 기초 통계 | |
|---|---|
| 시가총액 | US$15.76b |
| 순이익 (TTM) | US$668.60m |
| 매출 (TTM) | US$3.10b |
23.6x
주가수익비율(P/E)5.1x
주가매출비율(P/S)NBIX는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| NBIX 손익계산서 (TTM) | |
|---|---|
| 매출 | US$3.10b |
| 매출원가 | US$1.11b |
| 총이익 | US$2.00b |
| 기타 비용 | US$1.33b |
| 순이익 | US$668.60m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 6.65 |
| 총이익률 | 64.37% |
| 순이익률 | 21.55% |
| 부채/자본 비율 | 0% |
NBIX의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/25 14:25 |
| 종가 | 2026/05/22 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 |
|
* 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.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Neurocrine Biosciences, Inc.는 39명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Martha Freitag | Argus Research Company |
| Brian Skorney | Baird |
| Aydin Huseynov | Benchmark Company |