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Ipsen S.A.ENXTPA:IPN Stock Report

Market Cap €13.8b
Share Price
€166.40
€151.94
9.5% overvalued intrinsic discount
1Y63.6%
7D-0.4%
Portfolio Value
View

Ipsen S.A.

ENXTPA:IPN Stock Report

Market Cap: €13.8b

Ipsen (IPN) Stock Overview

A biopharmaceutical company, develops and commercializes medicines in the areas of oncology, rare disease, and neuroscience worldwide. More details

IPN fundamental analysis
Snowflake Score
Valuation2/6
Future Growth1/6
Past Performance3/6
Financial Health6/6
Dividends0/6

IPN Community Fair Values

Create Narrative

See what 11 others think this stock is worth. Follow their fair value or set your own to get alerts.

Ipsen S.A. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Ipsen
Historical stock prices
Current Share Price€166.40
52 Week High€173.50
52 Week Low€99.00
Beta0.33
1 Month Change2.02%
3 Month Change22.26%
1 Year Change63.62%
3 Year Change47.65%
5 Year Change101.40%
Change since IPO602.11%

Recent News & Updates

Narrative Update Apr 24

IPN: Future Portfolio Execution Will Drive Re Rated Earnings Power Potential

Narrative Update on Ipsen The analyst fair value estimate for Ipsen has been revised from €155 to €183. This reflects analysts' updated assumptions on higher revenue growth, a different discount rate, a higher future P/E and recent price target increases and rating changes across several banks.
Narrative Update Apr 10

IPN: Oncology Pipeline Progress And Safety Setbacks Will Shape Balanced Future Outlook

Analysts have adjusted the Ipsen price target to €151.94, with recent research pointing to updated revenue growth and profit margin assumptions, as well as fresh Street targets around €160 and €170 as key drivers of the new view. Analyst Commentary Bullish Takeaways Bullish analysts are pointing to higher price targets around €160 and €170, which reflects confidence in Ipsen’s ability to execute on its current pipeline and financial framework despite recent product-specific issues.

Recent updates

Narrative Update Apr 24

IPN: Future Portfolio Execution Will Drive Re Rated Earnings Power Potential

Narrative Update on Ipsen The analyst fair value estimate for Ipsen has been revised from €155 to €183. This reflects analysts' updated assumptions on higher revenue growth, a different discount rate, a higher future P/E and recent price target increases and rating changes across several banks.
Narrative Update Apr 10

IPN: Oncology Pipeline Progress And Safety Setbacks Will Shape Balanced Future Outlook

Analysts have adjusted the Ipsen price target to €151.94, with recent research pointing to updated revenue growth and profit margin assumptions, as well as fresh Street targets around €160 and €170 as key drivers of the new view. Analyst Commentary Bullish Takeaways Bullish analysts are pointing to higher price targets around €160 and €170, which reflects confidence in Ipsen’s ability to execute on its current pipeline and financial framework despite recent product-specific issues.
Narrative Update Mar 27

IPN: Early Oncology Pipeline And Safety Setbacks Will Shape Future Upside

The analyst fair value estimate for Ipsen has shifted from €143 to about €152, as analysts factor in updated price targets around €160 to €170 and recent rating changes that reflect both the impact of the tazemetostat withdrawal and a focus on the broader pipeline and earnings profile. Analyst Commentary Recent research shows a split view on Ipsen, with some bullish analysts lifting price targets toward €160 to €170, while more cautious voices highlight pipeline depth and valuation risks after the tazemetostat withdrawal.
Narrative Update Mar 13

IPN: Oncology Setbacks And Limited Late Stage Pipeline Will Constrain Future Upside

The analyst fair value estimate for Ipsen has shifted from €105 to €115, with analysts pointing to recent price target revisions, mixed views on the company’s pipeline depth, and updated assumptions on margins and future P/E levels as key drivers of the change. Analyst Commentary Recent Street research around Ipsen has focused on shifting views of the company’s pipeline and valuation, with mixed reactions to the withdrawal of tazemetostat and differing opinions on the depth of late stage assets.
Narrative Update Feb 27

IPN: Limited Late Stage Pipeline Will Constrain Future Upside Potential

The analyst fair value estimate for Ipsen has moved from €134.80 to €143.00, reflecting updated assumptions on revenue growth, margins, and future P/E, following recent price target changes from banks that now range from about €125 to €170. Analyst Commentary Recent research on Ipsen reflects a mix of optimism and caution, with target prices clustering between about €125 and €170 and ratings spread across Buy, Neutral, and Equal Weight.
Narrative Update Feb 12

IPN: Competitive Pressures And Thin Pipeline Will Shape A Balanced Outlook

Analysts have increased their fair value estimate for Ipsen to about €135 per share from roughly €133, reflecting updated price targets that incorporate a mix of cautious views on the late stage pipeline and concerns around competitive pressures, alongside modest target increases from others. Analyst Commentary Recent research shows a split view on Ipsen, with some analysts trimming expectations and others nudging targets higher.
Narrative Update Jan 29

IPN: Mixed Ratings And Limited Late Stage Assets Will Shape A Balanced Outlook

Narrative Update The updated analyst price target for Ipsen moves modestly higher to about €133 from about €131. Analysts point to slightly stronger revenue growth and margin assumptions, while also flagging ongoing concerns about limited late stage assets and competitive pressure on Somatuline, as reflected in recent mixed rating and target changes from UBS, Barclays, and BNP Paribas Exane.
Narrative Update Jan 15

IPN: Mixed Ratings And Pipeline Setbacks Will Shape A Cautious Yet Balanced Outlook

Our updated fair value estimate for Ipsen edges up from €130.07 to €130.79. This reflects a blend of mixed Street signals, where some analysts point to valuation constraints and pipeline depth, while others lift price targets in line with current expectations.
Narrative Update Dec 21

IPN: Guidance Upgrade And Competitive Pressures Will Shape A Cautious Yet Balanced Outlook

Analysts have reduced their price target on Ipsen from EUR 130.07 to EUR 105.00, citing increased competitive pressure on Somatuline as a key driver of the downgrade. Analyst Commentary Analysts note that the reduced price target reflects a reassessment of Ipsen's risk and reward profile in light of mounting competition for Somatuline, which is expected to weigh on both top line momentum and margin resilience.
Narrative Update Dec 07

IPN: Guidance Upgrade And Competition Concerns Will Shape Balanced Future Outlook

Analysts have trimmed their price target on Ipsen by approximately EUR 1 to around EUR 130, reflecting slightly lower long term growth and margin expectations amid rising competitive pressure on key drug Somatuline. Analyst Commentary Analyst sentiment around Ipsen has turned more cautious, with recent revisions reflecting heightened concern about the sustainability of growth in key endocrine oncology franchises and the implications for valuation.
Narrative Update Nov 22

IPN: Guidance Upgrade And New Approvals Will Support Balanced Outlook

Narrative Update on Ipsen Analysts have maintained their fair value estimate for Ipsen at €130.79 per share. They cite minimal changes in key assumptions and only slight fluctuations in projected growth and profitability.
Narrative Update Nov 07

IPN: Future Opportunities And Risks Are Balanced Following Guidance Upgrade

Narrative Update on Ipsen: Analyst Price Target Adjustment Analysts have raised their price target for Ipsen to €130.79, up from €129.93. This change reflects slight improvements in expected revenue growth and profit margin, despite a marginally higher discount rate.
Analysis Article Oct 28

Ipsen (EPA:IPN) Seems To Use Debt Rather Sparingly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Narrative Update Oct 24

Global Approvals And Guidance Will Drive Expanded Patient Access Worldwide

Narrative Update on Ipsen: Analyst Price Target Adjustment Analysts have slightly increased their price target for Ipsen from $128.43 to $129.93. This adjustment is attributed to minor shifts in revenue growth forecasts and updated profit margin estimates.
Narrative Update Sep 25

Pipeline Catalysts And Approvals Will Expand Global Access

Driven by a modest uptick in consensus revenue growth forecasts and a slight increase in the projected future P/E, Ipsen’s analyst price target has inched up from €127.00 to €128.43. What's in the News Ipsen received Japanese regulatory approval for Bylvay (odevixibat) for the treatment of pruritus associated with progressive familial intrahepatic cholestasis (PFIC), with commercialization managed by Ipsen in Japan.
Analysis Article Sep 07

Are Investors Undervaluing Ipsen S.A. (EPA:IPN) By 41%?

Key Insights Ipsen's estimated fair value is €205 based on 2 Stage Free Cash Flow to Equity Current share price of €120...
Analysis Article Jul 13

Investors Interested In Ipsen S.A.'s (EPA:IPN) Earnings

Ipsen S.A.'s ( EPA:IPN ) price-to-earnings (or "P/E") ratio of 24.5x might make it look like a strong sell right now...
Analysis Article May 16

Ipsen (EPA:IPN) Is Increasing Its Dividend To €1.40

Ipsen S.A.'s ( EPA:IPN ) dividend will be increasing from last year's payment of the same period to €1.40 on 6th of...
User avatar
New Narrative Feb 23

Cabometyx And Tovorafenib Approvals May Strengthen Oncology Portfolio In 2025

Expansion of Onivyde and new product approvals could significantly increase revenue and strengthen market positions in key medical segments.

Shareholder Returns

IPNFR PharmaceuticalsFR Market
7D-0.4%-7.2%0.5%
1Y63.6%-14.5%0.7%

Return vs Industry: IPN exceeded the French Pharmaceuticals industry which returned -11.6% over the past year.

Return vs Market: IPN exceeded the French Market which returned 4.2% over the past year.

Price Volatility

Is IPN's price volatile compared to industry and market?
IPN volatility
IPN Average Weekly Movement4.5%
Pharmaceuticals Industry Average Movement4.1%
Market Average Movement5.4%
10% most volatile stocks in FR Market10.6%
10% least volatile stocks in FR Market2.9%

Stable Share Price: IPN has not had significant price volatility in the past 3 months compared to the French market.

Volatility Over Time: IPN's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19295,535David Loewwww.ipsen.com

Ipsen S.A., a biopharmaceutical company, develops and commercializes medicines in the areas of oncology, rare disease, and neuroscience worldwide. Its oncology products include Somatuline for the treatment of neuroendocrine tumors and acromegaly; Cabometyx, a tyrosine kinase inhibitor to treat second line pancreatic and extra-pancreatic neuroendocrine tumors; Onivyde, an irinotecan liposome injection for the treatment of pancreatic cancer; Decapeptyl for the treatment of advanced metastatic prostate cancer; Tazverik, a chemotherapy-free EZH2a inhibitor that is in phase III clinical trial for the treatment of second line follicular lymphoma; Tovorafenib that is in phase III clinical trial to treat first line pediatric Low-Grade Gliomas and is In phase II clinical trial for the treatment of relapsed/refractory pediatric Low-Grade Gliomas; and IPN01194 and IPN01195 that is in phase I to treat solid tumors. The company is also developing products for rare disease comprising Bylvay for the treatment of progressive familial intrahepatic cholestasis; Iqirvo, a peroxisome proliferator-activated receptor agonist to treat primary biliary cholangitis; NutropinAq, a liquid formulation of recombinant human growth hormone; Increlex, a recombinant human insulin-like growth factor; Fidrisertib that is in phase II clinical trial for the treatment of fibrodysplasia ossificans progressive; Ritivixibat that is in phase II clinical trial to treat primary sclerosing cholangitis.

Ipsen S.A. Fundamentals Summary

How do Ipsen's earnings and revenue compare to its market cap?
IPN fundamental statistics
Market cap€13.83b
Earnings (TTM)€443.50m
Revenue (TTM)€3.93b
30.8x
P/E Ratio
3.5x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
IPN income statement (TTM)
Revenue€3.93b
Cost of Revenue€750.90m
Gross Profit€3.18b
Other Expenses€2.73b
Earnings€443.50m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

Jul 30, 2026

Earnings per share (EPS)5.40
Gross Margin80.89%
Net Profit Margin11.29%
Debt/Equity Ratio19.7%

How did IPN perform over the long term?

See historical performance and comparison

Dividends

0.8%
Current Dividend Yield
26%
Payout Ratio

Does IPN pay a reliable dividends?

See IPN dividend history and benchmarks
When do you need to buy IPN by to receive an upcoming dividend?
Ipsen dividend dates
Ex Dividend DateJun 03 2026
Dividend Pay DateJun 05 2026
Days until Ex dividend24 days
Days until Dividend pay date26 days

Does IPN pay a reliable dividends?

See IPN dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/08 09:02
End of Day Share Price 2026/05/08 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Ipsen S.A. is covered by 25 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Charles PitmanBarclays
Yihan LiBarclays
Charles PitmanBarclays