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Halozyme Therapeutics, Inc. Stock Price

NasdaqGS:HALO Community·US$12.2b Market Cap
  • 3 Narratives written by author
  • 4 Comments on narratives written by author
  • 132 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

HALO Share Price Performance

US$107.00
29.47 (38.01%)
​
US$86.89
Fair Value
US$107.00
29.47 (38.01%)
23.1% overvalued intrinsic discount
US$86.89
Fair Value
Price US$107.00
AnalystConsensusTarget US$86.89
AnalystLowTarget US$71.94
AnalystHighTarget US$115.00
Thu, 23 Jul 26
Fair ValueUS$86.89
Share Pricen/a

HALO Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$86.89 23.1% overvalued intrinsic discount

Analysts Reassess Halozyme Therapeutics Amid Mixed Sentiment and Slight Valuation Adjustments

1users have liked this narrative
3users have commented on this narrative
64users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$71.94 48.7% overvalued intrinsic discount

Biosimilar Competition And Pricing Pressures Will Erode Biologic Margins

0users have liked this narrative
1users have commented on this narrative
1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$115 7.0% undervalued intrinsic discount

Chronic Disease Trends Will Ignite Subcutaneous Drug Delivery

0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
HALO logo
Halozyme Therapeutics
7.0% undervalued intrinsic discount

Chronic Disease Trends Will Ignite Subcutaneous Drug Delivery

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
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HALO logo
Halozyme Therapeutics
48.7% overvalued intrinsic discount

Biosimilar Competition And Pricing Pressures Will Erode Biologic Margins

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 20 Aug
Read Narrative
HALO logo
Halozyme Therapeutics
23.1% overvalued intrinsic discount

Analysts Reassess Halozyme Therapeutics Amid Mixed Sentiment and Slight Valuation Adjustments

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 23 Jul
Read Narrative

Trending Discussion

TE
HALO logo

You left out SnapShot.

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TE
HALO logo

You're missing the accretive effects of Hypercon and SnapShot.

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MU
HALO logo

Based on 2026 guidance the forward PE for 2026 is ~10! So surprised you only mentioned a high trailing PE unless you think their guidance is BS.

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Recently Updated Narratives

AN
AnalystHighTarget
HALO logo

HALO: Enhanze Deals And Buybacks Will Offset Emerging Subcutaneous Competition

Fair Value: US$115 7.0% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
HALO logo

HALO: Elevated Royalty Hopes Will Overprice Record Q2 And Aggressive Buybacks

Fair Value: US$71.94 48.7% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
HALO logo

HALO: Future Upside Will Rely On Expanding ENHANZE Drug Delivery Partnerships

Fair Value: US$86.89 23.1% overvalued intrinsic discount
64 fair values setusers have set this as their fair value
3 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Fair value with mediocre balance sheet.

3 Risks
2 Rewards
View Full Analysis

Halozyme Therapeutics, Inc. Key Details

US$1.7b

Revenue

US$394.8m

Cost of Revenue

US$1.3b

Gross Profit

US$855.3m

Other Expenses

US$413.6m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.64
76.27%
24.86%
1,495.5%
View Full Analysis

About HALO

Founded
1998
Employees
423
CEO
Helen Torley
WebsiteView website
halozyme.com

Halozyme Therapeutics, Inc., a biopharmaceutical company, researches, develops, and commercializes of proprietary enzymes and devices in the United States, Switzerland, Belgium, Japan, and internationally. The company’s products are based on the patented recombinant human hyaluronidase enzyme (rHuPH20) that enables delivery of injectable biologics, such as monoclonal antibodies and other therapeutic molecules, as well as small molecules and fluids. It offers Hylenex recombinant, a formulation of rHuPH20 that facilitates subcutaneous (SC) administration to enhance the dispersion and absorption of other injected drugs in SC urography and to enhance resorption of radiopaque agents; and XYOSTED, an injection for SC administration of testosterone replacement therapy. The company also provides Herceptin (trastuzumab) under the brand name Herceptin Hylecta; and Phesgo to treat breast cancer; Mabthera SC for chronic lymphocytic leukemia treatment; Tecentriq SC for IV infusion; Ocrevus SC for multiple sclerosis; HYQVIA to treat primary immunodeficiency disorders; DARZALEX to treat amyloidosis, and smoldering and multiple myeloma; epinephrine Injection to treat allergic reactions; nivolumab and relatlimab to treat metastatic or unresectable melanoma; teriparatide injections; ARGX-113; and ARGX-117 to treat severe autoimmune diseases in multifocal motor neuropathy. It has collaborations and licensing agreements with F. Hoffmann-La Roche, Ltd. and Hoffmann-La Roche, Inc.; Takeda Pharmaceuticals International AG and Baxalta US Inc.; Pfizer Inc.; Janssen Biotech, Inc.; AbbVie, Inc.; Eli Lilly and Company; Bristol Myers Squibb Company; argenx BVBA; ViiV Healthcare; Chugai Pharmaceutical Co., Ltd.; Acumen Pharmaceuticals, Inc.; Merus N.V.; and Skye Bioscience, Inc. The company was founded in 1998 and is headquartered in San Diego, California.

Recent HALO News & Updates

User avatar
Narrative Update • Sep 03

HALO: Enhanze Deals And Buybacks Will Offset Emerging Subcutaneous Competition

The analyst price target for Halozyme Therapeutics has been revised from $96 to $115 as analysts adjust their models for slightly lower revenue growth, higher projected profit margins, and a lower future P/E, while weighing recent competitive developments and upcoming legal catalysts. Analyst Commentary Recent Street research on Halozyme Therapeutics points to a mix of competitive concern and continued confidence in the company’s ability to execute on its Enhanze partnership model.
Seeking Alpha • Sep 01

Halozyme: The Market May Be Underpricing The Second Growth Wave

Summary Halozyme Therapeutics is evolving into a diversified, high-margin royalty platform, reducing reliance on single assets like DARZALEX SC. HALO delivered 48% YoY revenue growth in 2Q26, with royalty revenue up 50% and EBITDA margins reaching 68%; full-year guidance was raised across all key metrics. Royalty streams are broadening across mature and new products, with sequential growth from recent launches and a robust pipeline targeting launches from 2029 onward. Despite strong growth and expanding deal flow, HALO trades at discounted earnings multiples, supporting a buy rating as the market underprices its long-term compounding potential. Read the full article on Seeking Alpha

Recent updates

No updates

Halozyme Therapeutics, Inc. Competitors

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Regeneron Pharmaceuticals

Symbol: NasdaqGS:REGN
Market cap: US$80.6b
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Moderna

Symbol: NasdaqGS:MRNA
Market cap: US$54.1b
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Natera

Symbol: NasdaqGS:NTRA
Market cap: US$47.6b
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Revolution Medicines

Symbol: NasdaqGS:RVMD
Market cap: US$44.5b
View more competitors

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