Incyte Inkomsten in het verleden
Verleden criteriumcontroles 6/6
Incyte heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 8.3%, terwijl de Biotechs-industrie de winst zag groeien met 33.8% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 12.7%. Het rendement op eigen vermogen van Incyte is 25.5%, en het heeft een nettomarge van 26.7%.
Belangrijke informatie
8.25%
Groei van de winst
12.26%
Groei van de winst per aandeel
| Biotechs Groei van de industrie | 17.04% |
| Inkomstengroei | 12.74% |
| Rendement op eigen vermogen | 25.46% |
| Nettomarge | 26.71% |
| Laatste winstupdate | 31 Mar 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Analyseartikel • 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...
Narratiefupdate • 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
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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 AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe Incyte geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Mar 26 | 5,361 | 1,432 | 1,375 | 0 |
| 31 Dec 25 | 5,141 | 1,287 | 1,372 | 0 |
| 30 Sep 25 | 4,813 | 1,189 | 1,309 | 0 |
| 30 Jun 25 | 4,585 | 871 | 1,289 | 0 |
| 31 Mar 25 | 4,413 | 21 | 1,264 | 0 |
| 31 Dec 24 | 4,241 | 33 | 1,239 | 0 |
| 30 Sep 24 | 4,076 | 32 | 1,186 | 0 |
| 30 Jun 24 | 3,857 | 97 | 1,145 | 0 |
| 31 Mar 24 | 3,768 | 745 | 1,143 | 0 |
| 31 Dec 23 | 3,696 | 598 | 1,153 | 0 |
| 30 Sep 23 | 3,609 | 425 | 1,138 | 0 |
| 30 Jun 23 | 3,513 | 366 | 1,136 | 0 |
| 31 Mar 23 | 3,470 | 324 | 1,105 | 0 |
| 31 Dec 22 | 3,395 | 341 | 999 | 0 |
| 30 Sep 22 | 3,331 | 876 | 954 | 0 |
| 30 Jun 22 | 3,320 | 945 | 879 | 0 |
| 31 Mar 22 | 3,115 | 933 | 796 | 0 |
| 31 Dec 21 | 2,986 | 949 | 741 | 0 |
| 30 Sep 21 | 2,913 | 535 | 682 | 0 |
| 30 Jun 21 | 2,721 | 338 | 612 | 0 |
| 31 Mar 21 | 2,703 | 478 | 561 | 0 |
| 31 Dec 20 | 2,667 | -296 | 518 | 0 |
| 30 Sep 20 | 2,457 | -335 | 487 | 0 |
| 30 Jun 20 | 2,388 | -191 | 469 | 0 |
| 31 Mar 20 | 2,229 | -376 | 457 | 0 |
| 31 Dec 19 | 2,159 | 447 | 469 | 0 |
| 30 Sep 19 | 2,108 | 405 | 441 | 0 |
| 30 Jun 19 | 2,006 | 306 | 435 | 0 |
| 31 Mar 19 | 1,997 | 253 | 437 | 0 |
| 31 Dec 18 | 1,882 | 109 | 435 | 0 |
| 30 Sep 18 | 1,798 | -109 | 424 | 0 |
| 30 Jun 18 | 1,729 | -102 | 419 | 0 |
| 31 Mar 18 | 1,534 | -167 | 401 | 0 |
| 31 Dec 17 | 1,536 | -313 | 367 | 0 |
| 30 Sep 17 | 1,419 | -155 | 363 | 0 |
| 30 Jun 17 | 1,306 | -154 | 348 | 0 |
| 31 Mar 17 | 1,226 | -107 | 324 | 0 |
| 31 Dec 16 | 1,106 | 104 | 302 | 0 |
| 30 Sep 16 | 1,023 | 151 | 260 | 0 |
| 30 Jun 16 | 941 | 74 | 231 | 0 |
| 31 Mar 16 | 858 | 49 | 216 | 0 |
| 31 Dec 15 | 754 | 7 | 197 | 0 |
| 30 Sep 15 | 634 | -86 | 193 | 0 |
| 30 Jun 15 | 644 | 13 | 184 | 0 |
Kwaliteitswinsten: INCY heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (26.7%) INCY } zijn hoger dan vorig jaar (0.5%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van INCY is de afgelopen 5 jaar met 8.3% per jaar gegroeid.
Versnelling van de groei: De winstgroei van INCY over het afgelopen jaar ( 6631.4% ) overtreft het 5-jarig gemiddelde ( 8.3% per jaar).
Winst versus industrie: De winstgroei INCY over het afgelopen jaar ( 6631.4% ) overtrof de Biotechs -sector 43%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 25.5% ) van INCY wordt als hoog beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/22 19:39 |
| Aandelenkoers aan het einde van de dag | 2026/05/21 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Incyte Corporation wordt gevolgd door 44 analisten. 23 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Thomas Russo | Baird |
| Peter Lawson | Barclays |