Amicus Therapeutics (FOLD) Is Up 5.4% After Q3 Profit Return and Raised 2025 Revenue Outlook

• Amicus Therapeutics recently reported a net income of US$17.31 million for the third quarter of 2025, marking a return to profitability compared to a net loss in the same period last year, and reaffirmed positive full-year guidance including projected total revenue growth of 15% to 22% for 2025.
• This financial turnaround, marked by significant reduction in nine-month net losses and a continued forecast for positive GAAP net income, reflects new momentum in both the company's operations and future outlook.
• We'll examine how Amicus Therapeutics' return to profitability and confirmed revenue growth outlook shapes its investment narrative.

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Amicus Therapeutics Investment Narrative Recap

An investor in Amicus Therapeutics needs to believe in the company's ability to expand market share and drive long-term growth for its specialized rare disease products, particularly Galafold and Pombiliti/Opfolda. The recent return to profitability and reaffirmed revenue guidance strengthens confidence in near-term financial stability, although the most important catalyst remains successful execution of international expansion, while the biggest risk continues to be revenue concentration in a small product portfolio; this news does not materially change those dynamics.

Among recent announcements, the approval of Pombiliti + Opfolda in Japan stands out for its direct relevance to the company’s revenue growth outlook. This expansion into a major international market aligns closely with the company’s stated catalysts and supports its ability to reduce risk from revenue concentration by broadening its geographic base.

However, investors should be aware that despite this progress, any unexpected shift in the competitive landscape or regulatory environment could suddenly...

Read the full narrative on Amicus Therapeutics (it's free!)

Amicus Therapeutics' narrative projects $995.5 million revenue and $234.9 million earnings by 2028. This requires 20.3% yearly revenue growth and a $273 million earnings increase from the current earnings of -$38.1 million.

Uncover how Amicus Therapeutics' forecasts yield a $15.60 fair value, a 66% upside to its current price.

Exploring Other Perspectives

Four members of the Simply Wall St Community see fair values for Amicus Therapeutics ranging from US$13.96 to US$58.08 per share. While many believe international market expansion could drive future gains, ongoing reliance on a limited product lineup remains a central factor impacting the company’s performance outlook.

Explore 4 other fair value estimates on Amicus Therapeutics - why the stock might be worth over 6x more than the current price!

Build Your Own Amicus Therapeutics Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Amicus Therapeutics research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Amicus Therapeutics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Amicus Therapeutics' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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