Bavarian Nordic Gelecekteki Büyüme
Future kriter kontrolleri 2/6
Bavarian Nordic kazanç ve gelirin sırasıyla yıllık 9.4% ve 3.6% oranında artacağı tahmin edilmektedir. EPS'nin azalması beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 6.8% olacağı tahmin edilmektedir.
Anahtar bilgiler
9.4%
Kazanç büyüme oranı
-1.51%
EPS büyüme oranı
| Biotechs kazanç büyümesi | 24.2% |
| Gelir büyüme oranı | 3.6% |
| Gelecekteki özkaynak getirisi | 6.77% |
| Analist kapsamı | Low |
| Son güncelleme | 21 Aug 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Anlatı Güncellemesi • Jun 15
BAVA: Public Preparedness Contracts Will Support 2026 Earnings Upside
Analysts have kept their DKK 273.33 price target for Bavarian Nordic broadly unchanged, citing only minor adjustments to the discount rate, revenue growth assumptions and future P/E estimates in their valuation work. What's in the News Bavarian Nordic secured a government contract valued at over DKK 700 million to supply its MVA-BN smallpox/mpox vaccine in 2026 and 2027, bringing Public Preparedness business contracts for 2026 to about DKK 2,200 million (Source: company announcement, recent news reports).Anlatı Güncellemesi • Jun 01
BAVA: Public Preparedness Contracts And Vaccine Manufacturing Expansion Will Support 2026 Upside
Analysts have nudged their fair value estimate for Bavarian Nordic higher from DKK 268.33 to DKK 273.33. They point to adjusted assumptions around revenue growth, profit margins and future P/E as the main drivers of the updated price target.
Anlatı Güncellemesi • May 16
BAVA: Public Preparedness Contracts And Vaccine Approvals Will Support Higher Future Returns
Analysts have kept their DKK 280 price target for Bavarian Nordic unchanged, pointing to slightly higher assumed revenue growth and profit margins, along with a modestly higher discount rate and a lower future P/E expectation as key inputs behind the refreshed valuation work. What's in the News Bavarian Nordic raised its earnings guidance for 2026, now expecting revenue of DKK 5,500 million to DKK 5,700 million, compared with the earlier range of DKK 5,000 million to DKK 5,200 million.
Anlatı Güncellemesi • Apr 30
BAVA: Vaccine Approvals And Capacity Expansion Will Drive Future Upside
Analysts have kept their DKK 250.00 price target for Bavarian Nordic unchanged. They point to only small tweaks to assumptions on discount rate, revenue contraction, profit margin and future P/E, which they view as largely offsetting each other.Anlatı Güncellemesi • Apr 16
BAVA: Expanded Vaccine Manufacturing Partnership Will Support 2026 Upside
Analysts have kept their DKK price target for Bavarian Nordic effectively unchanged, with a DKK 0.00 net move. Small tweaks to the discount rate and future P/E assumptions offset each other in their updated valuation work.Anlatı Güncellemesi • Apr 01
BAVA: Expanded Vaccine Pipeline And New Contracts Will Support Higher Future Returns
Analysts have raised their price target on Bavarian Nordic from DKK 244.00 to DKK 280.00. They cite updated assumptions for revenue growth, profit margins, and a lower future P/E multiple that they view as better reflecting the company’s current outlook.Anlatı Güncellemesi • Mar 18
BAVA: Expanded Vaccine Partnerships And 2026 Orders Will Support Upside
Analysts have raised their price target on Bavarian Nordic from DKK 265 to about DKK 268, reflecting adjustments to their valuation inputs, including a slightly higher discount rate, a modest change to revenue growth expectations and a marginally different assumed future P/E and profit margin profile. What's in the News Bavarian Nordic expanded its partnership with Serum Institute of India to include full tech transfer and contract manufacturing for the chikungunya vaccine CHIKV VLP, aiming to scale capacity for future supply to endemic low and middle income countries.Anlatı Güncellemesi • Mar 04
BAVA: Buybacks And Latin America Vaccine Deal Will Drive Future Upside
Analysts have maintained their DKK 250 price target on Bavarian Nordic, citing only minor adjustments in assumptions for discount rate, revenue growth, profit margin and future P/E as the reasons for this stable assessment. What's in the News CEO Paul Chaplin plans to step down for personal reasons, and the Board has agreed that he will stay in the role through the end of 2026 or until a successor is appointed.Anlatı Güncellemesi • Feb 18
BAVA: Share Buybacks And Latin America Vaccine Deal Will Support Upside
Analysts now keep their DKK 250 price target for Bavarian Nordic intact, as slightly higher discount and future P/E assumptions together with a modestly stronger profit margin view offset softer revenue growth expectations. What's in the News Bavarian Nordic issued earnings guidance for fiscal 2026, indicating expected revenue in the range of DKK 5,000 million to DKK 5,200 million (Corporate guidance).Anlatı Güncellemesi • Feb 03
BAVA: Latin America Vaccine Deal Will Support Future Earnings Upside
Analysts have nudged their price target on Bavarian Nordic higher to €265, up from €260, citing updated assumptions on discount rates, revenue expectations, profit margins and forward P/E multiples. What's in the News Bavarian Nordic signed an agreement with Eurofarma, giving Eurofarma exclusive rights to sell and distribute the chikungunya vaccine CHIKV VLP, marketed as VIMKUNYA, in Brazil, along with a right of first refusal for future Latin American opportunities, on a transfer price and royalty basis with no upfront or milestone payments (Key Developments).Anlatı Güncellemesi • Jan 20
BAVA: Vaccine Preparedness Contracts And Buybacks Will Support Stronger Long Term Earnings
Analysts have kept their price target for Bavarian Nordic steady at €250.00. They cite a slightly higher assumed discount rate, a smaller expected revenue decline of around 5%, a higher projected profit margin of about 17%, and a lower future P/E assumption near 23x as key inputs behind the unchanged view.Anlatı Güncellemesi • Jan 06
BAVA: HERA Procurement Contract And Mpox Demand Are Expected To Drive Upside
Analysts have kept their price target for Bavarian Nordic unchanged at €260. This reflects only small tweaks to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions rather than a shift in their overall view.Anlatı Güncellemesi • Dec 16
BAVA: Mpox Preparedness Contracts Will Underpin Stronger Long Term Earnings Power
Analysts have raised their price target on Bavarian Nordic from approximately $225 to about $250. This reflects a higher justified valuation multiple despite expectations for softer revenue growth and margins.Anlatı Güncellemesi • Dec 02
BAVA: Procurement Agreement And Margin Outlook Signal Upside For Shares
Analysts have raised their price target for Bavarian Nordic from €250 to €260. They cite improvements in projected profit margins and lower expected future price-to-earnings ratios, even though there is a modest increase in the discount rate and a slightly weaker revenue growth outlook.Anlatı Güncellemesi • Oct 24
Local Spread Of New Mpox Strain Will Challenge Future Vaccine Margins
Narrative Update on Bavarian Nordic Analysts have raised their fair value price target for Bavarian Nordic from €244 to €250, citing modest improvements in valuation assumptions and financial projections. What's in the News Officials in California have confirmed community spread of the new clade 1 Mpox strain among residents with no recent international travel.Anlatı Güncellemesi • Aug 27
VIMKUNYA Launch Will Open Markets, But Approval Delays Could Impact Revenues
Despite a deterioration in consensus revenue growth forecasts, a modest improvement in net profit margin has supported a slight increase in Bavarian Nordic's fair value, with the target price rising from DKK234.50 to DKK244.00. What's in the News Nordic Capital and Permira have proposed to acquire Bavarian Nordic for DKK 18.1 billion (DKK 233 per share), a 21% premium to the prior closing price; board and management have agreed to tender their shares, and a delisting is planned upon completion, subject to customary conditions.Analiz Makalesi • Jul 28
Bavarian Nordic A/S (CPH:BAVA) Held Back By Insufficient Growth Even After Shares Climb 38%
Despite an already strong run, Bavarian Nordic A/S ( CPH:BAVA ) shares have been powering on, with a gain of 38% in the...Analiz Makalesi • Jun 13
Earnings Working Against Bavarian Nordic A/S' (CPH:BAVA) Share Price
When close to half the companies in Denmark have price-to-earnings ratios (or "P/E's") above 16x, you may consider...Analiz Makalesi • Apr 03
Here's Why Shareholders May Want To Be Cautious With Increasing Bavarian Nordic A/S' (CPH:BAVA) CEO Pay Packet
Key Insights Bavarian Nordic's Annual General Meeting to take place on 9th of April Total pay for CEO Paul Chaplin...Analiz Makalesi • Mar 13
Bavarian Nordic's (CPH:BAVA) Soft Earnings Are Actually Better Than They Appear
The market for Bavarian Nordic A/S' ( CPH:BAVA ) shares didn't move much after it posted weak earnings recently. We...Analiz Makalesi • Mar 08
Bavarian Nordic A/S Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Bavarian Nordic A/S ( CPH:BAVA ) came out with its yearly results last week, and we wanted to see how the business is...
Yeni Anlatı • Feb 10
Chikungunya Vaccine Launch And Market Expansion Will Open Opportunities But Mpox Demand Uncertainties Could Pose Risks
The chikungunya vaccine launch and expansion into new markets could significantly drive revenue and broaden customer base.Analiz Makalesi • Dec 14
Getting In Cheap On Bavarian Nordic A/S (CPH:BAVA) Is Unlikely
With a median price-to-earnings (or "P/E") ratio of close to 14x in Denmark, you could be forgiven for feeling...Analiz Makalesi • Nov 16
Does Bavarian Nordic (CPH:BAVA) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 3/31/2026 | 5,955 | 1,174 | 1,307 | 2,357 | N/A |
| 12/31/2025 | 6,244 | 1,375 | 1,363 | 2,722 | N/A |
| 9/30/2025 | 6,887 | 2,445 | 1,284 | 3,132 | N/A |
| 6/30/2025 | 6,455 | 1,423 | -434 | 1,767 | N/A |
| 3/31/2025 | 6,231 | 1,321 | -921 | 1,128 | N/A |
| 12/31/2024 | 5,716 | 988 | 262 | 1,950 | N/A |
| 9/30/2024 | 6,070 | 1,119 | 279 | 1,580 | N/A |
| 6/30/2024 | 6,083 | 707 | 882 | 1,958 | N/A |
| 3/31/2024 | 6,642 | 984 | 1,028 | 1,769 | N/A |
| 12/31/2023 | 7,062 | 1,475 | 142 | 1,119 | N/A |
| 9/30/2023 | 5,906 | 723 | -793 | 751 | N/A |
| 6/30/2023 | 5,533 | 1,076 | -979 | 568 | N/A |
| 3/31/2023 | 4,083 | 301 | -1,344 | -18 | N/A |
| 12/31/2022 | 3,151 | -347 | -1,162 | 220 | N/A |
| 9/30/2022 | 2,404 | -599 | -1,345 | -109 | N/A |
| 6/30/2022 | 1,849 | -693 | -1,342 | -101 | N/A |
| 3/31/2022 | 1,683 | -606 | -1,477 | -215 | N/A |
| 12/31/2021 | 1,898 | -465 | -1,417 | -358 | N/A |
| 9/30/2021 | 1,583 | -737 | -1,541 | -663 | N/A |
| 6/30/2021 | 1,693 | -629 | -1,279 | -478 | N/A |
| 3/31/2021 | 2,022 | -368 | -727 | 20 | N/A |
| 12/31/2020 | 1,852 | 278 | -135 | 572 | N/A |
| 9/30/2020 | 1,914 | 606 | -1,613 | 981 | N/A |
| 6/30/2020 | 1,499 | 481 | -1,970 | 623 | N/A |
| 3/31/2020 | 901 | 267 | N/A | 227 | N/A |
| 12/31/2019 | 662 | -347 | N/A | -276 | N/A |
| 9/30/2019 | 554 | -402 | N/A | -262 | N/A |
| 6/30/2019 | 631 | -271 | N/A | -204 | N/A |
| 3/31/2019 | 616 | -279 | N/A | -152 | N/A |
| 12/31/2018 | 501 | -362 | N/A | -289 | N/A |
| 9/30/2018 | 360 | -445 | N/A | -467 | N/A |
| 6/30/2018 | 873 | -151 | N/A | -564 | N/A |
| 3/31/2018 | 1,184 | 5 | N/A | -158 | N/A |
| 12/31/2017 | 1,370 | 181 | N/A | 216 | N/A |
| 9/30/2017 | 1,745 | 453 | N/A | 1,030 | N/A |
| 6/30/2017 | 1,463 | 225 | N/A | 880 | N/A |
| 3/31/2017 | 1,182 | 153 | N/A | 501 | N/A |
| 12/31/2016 | 1,007 | 31 | N/A | 268 | N/A |
| 9/30/2016 | 909 | -54 | N/A | -539 | N/A |
| 6/30/2016 | 536 | -202 | N/A | -345 | N/A |
| 3/31/2016 | 808 | -115 | N/A | -561 | N/A |
| 12/31/2015 | 1,021 | 59 | N/A | 105 | N/A |
| 9/30/2015 | 1,244 | 155 | N/A | 818 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: BAVA 'nin tahmini kazanç büyümesi (yıllık 9.4% ) tasarruf oranının ( 2.1% ) üzerindedir.
Kazançlar ve Piyasa: BAVA şirketinin kazançlarının (yıllık 9.4% ) Danish pazarından (yıllık 7.1% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: BAVA şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: BAVA şirketinin gelirinin (yıllık 3.6% ) Danish pazarından (yıllık 4% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: BAVA şirketinin gelirinin (yıllık 3.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: BAVA 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 6.8 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/21 13:30 |
| Gün Sonu Hisse Fiyatı | 2026/08/21 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Bavarian Nordic A/S 14 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Jacob Lademann | Carnegie Investment Bank AB |
| Peter Verdult | Citigroup Inc |
| Hakon Hemme Jørgensen | Danske Bank |