PeptiDream Inc.

TSE:4587 Stok Raporu

Piyasa değeri: JP¥131.8b

PeptiDream Gelecekteki Büyüme

Future kriter kontrolleri 4/6

PeptiDream kazanç ve gelirin sırasıyla yıllık 33.8% ve 17.5% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 33.8% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 14.9% olacağı tahmin edilmektedir.

Anahtar bilgiler

33.8%

Kazanç büyüme oranı

33.78%

EPS büyüme oranı

Biotechs kazanç büyümesi38.1%
Gelir büyüme oranı17.5%
Gelecekteki özkaynak getirisi14.95%
Analist kapsamı

Good

Son güncelleme14 May 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi Feb 18

Analysts Have Lowered Expectations For PeptiDream Inc. (TSE:4587) After Its Latest Results

There's been a notable change in appetite for PeptiDream Inc. ( TSE:4587 ) shares in the week since its yearly report...
Analiz Makalesi Feb 17

Earnings Miss: PeptiDream Inc. Missed EPS By 5.6% And Analysts Are Revising Their Forecasts

It's been a pretty great week for PeptiDream Inc. ( TSE:4587 ) shareholders, with its shares surging 18% to JP¥2,328 in...
Analiz Makalesi Nov 18

PeptiDream Inc. Just Missed Earnings; Here's What Analysts Are Forecasting Now

It's been a good week for PeptiDream Inc. ( TSE:4587 ) shareholders, because the company has just released its latest...

Recent updates

Anlatı Güncellemesi Jun 16

4587: Radiopharmaceutical Pipeline Progress Will Drive Future Upside

Analysts have maintained their ¥4,400 price target on PeptiDream, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that refine their valuation framework without changing the headline target. What’s in the News for PeptiDream PeptiDream announced first patient dosing in a first in human Phase 0 PET/CT imaging study of Cu-PD-29875 targeting Claudin 18.2 in gastric cancer and gastroesophageal junction cancer.
Anlatı Güncellemesi Jun 02

4587: Out Licensing Progress And Phase 1 Milestones Will Support Long Term Earnings Visibility

Analysts have trimmed their view on PeptiDream, with the price target moving from ¥2,700 to ¥1,600, as they point to slower than anticipated progress in product out-licensing. What's in the News Asahi Kasei Therapeutics, a collaboration partner of PeptiDream, has started a Phase 1 clinical trial of AK1940, a selective TNFR1 inhibitor discovered using PeptiDream’s PDPS technology.
Anlatı Güncellemesi May 08

4587: Out Licensing Progress And Autoimmune Pipeline Will Support Future Upside

Analysts have trimmed their price target on PeptiDream to ¥1,600 from ¥2,600, citing slower than expected progress in product out licensing and adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Bearish analysts are flagging that the lower ¥1,600 price target reflects reduced confidence in how quickly PeptiDream can execute on its product out licensing plans and convert its pipeline into revenue.
Anlatı Güncellemesi Apr 23

4587: Out Licensing Milestones Will Eventually Support Stronger Long Term Earnings Visibility

Analysts have reduced their price target on PeptiDream to ¥1,600 from ¥2,700, citing slower than expected progress in product out-licensing as the main reason for the adjustment. Analyst Commentary Bullish Takeaways Bullish analysts still see value at the revised price target of ¥1,600, arguing that expectations now better reflect the current pace of out-licensing activity.
Anlatı Güncellemesi Apr 08

4587: Out Licensing Progress Will Support Stronger Long Term Earnings Visibility

Analysts have lowered their price target on PeptiDream to ¥2,825 from ¥3,008, citing slightly reduced fair value assumptions following slower than expected product out licensing, as reflected in updated discount rate, revenue growth, profit margin, and future P/E inputs. Analyst Commentary Recent research points to a more cautious stance on PeptiDream, with rating and target price adjustments linked mainly to timing risks around product out licensing.
Anlatı Güncellemesi Mar 25

4587: Out Licensing Progress And 2026 Earnings Targets Will Drive Future Upside

Analysts have modestly raised their fair value estimate for PeptiDream to ¥4,400 from ¥4,255, citing updated assumptions around discount rate, revenue growth, profit margin, and forward P/E, even as some have turned more cautious with a lower Street price target of ¥1,600 reflecting slower than expected product out licensing. Analyst Commentary Recent Street commentary highlights a mix of caution on timing of product out licensing and incremental confidence in PeptiDream's long term potential, reflected in the modest lift in fair value estimates despite a lower Street price target concentrated around ¥1,600.
Anlatı Güncellemesi Mar 10

4587: Oral Autoimmune Pipeline And siRNA Milestones Will Support Stronger Long Term Outlook

Analysts now set their PeptiDream price target at ¥3,008, down slightly from ¥3,033, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E. What's in the News PeptiDream issued consolidated earnings guidance for the fiscal year ending December 31, 2026, with expected revenue of ¥32,000 million, core operating profit and operating profit of ¥4,600 million, and profit attributable to owners of parent of ¥3,000 million (Corporate guidance).
Anlatı Güncellemesi Feb 24

4587: Expanded Oral Pipeline And 2026 Milestones Will Drive Future Upside Potential

Analysts have slightly adjusted their price target on PeptiDream to ¥4,255 from ¥4,281 to reflect updated views on fair value, alongside refreshed assumptions for revenue growth, profit margin, discount rate and future P/E. What's in the News PeptiDream issued consolidated earnings guidance for the fiscal year ending December 31, 2026, expecting revenue of ¥32,000 million, core operating profit and operating profit of ¥4,600 million, and profit attributable to owners of parent of ¥3,000 million.
Analiz Makalesi Feb 18

Analysts Have Lowered Expectations For PeptiDream Inc. (TSE:4587) After Its Latest Results

There's been a notable change in appetite for PeptiDream Inc. ( TSE:4587 ) shares in the week since its yearly report...
Anlatı Güncellemesi Feb 09

4587: Oral Autoimmune Pipeline Progress Will Drive Stronger Long Term Outlook

Analysts have trimmed their price target on PeptiDream to reflect a fair value of ¥3,033, down from ¥3,271, as they factor in slightly softer revenue growth and profit margin assumptions, along with a modestly higher discount rate and P/E multiple outlook. What's in the News PeptiDream reported a revision to its fiscal year 2025 guidance, now expecting revenue of ¥18,000 million instead of ¥49,000 million, with an operating loss of ¥5,400 million and a loss attributable to owners of parent of ¥4,000 million, citing delays in anticipated milestones and partnering deals including its oral myostatin program.
Anlatı Güncellemesi Jan 26

4587: Milestone Progress In RNAi Delivery Platform Will Support Future Upside

Analysts now mark their fair value estimate for PeptiDream at ¥2,600, up from ¥2,500, reflecting adjustments to discount rates, revenue growth assumptions, profit margins, and a higher future P/E multiple. What's in the News PeptiDream reported a preclinical development milestone in its collaboration with Alnylam Pharmaceuticals, supporting a modular platform for precision siRNA delivery using macrocyclic peptides to target organs beyond the liver, with associated milestone payments and potential future royalties from Alnylam products (Key Developments).
Anlatı Güncellemesi Jan 12

4587: Expanded Pipeline Milestones Will Drive Future Upside Potential

Analysts have reduced their price expectations for PeptiDream, reflecting updated assumptions for slightly lower revenue growth and profit margins, along with a higher future P/E multiple. Together, these changes reduce the implied upside from prior targets on a discounted cash flow basis.
Anlatı Güncellemesi Dec 17

4587: Rebound In Partnering Revenues Will Drive Strong Upside Potential

Analysts have trimmed their price target on PeptiDream from ¥4,830 to ¥4,281, reflecting a slightly higher discount rate, even as they modestly raise long term revenue growth and profit margin assumptions and apply a lower future P E multiple. What's in the News PeptiDream sharply cut its FY25 revenue guidance to JPY 18 billion from JPY 49 billion, and now expects an operating loss of JPY 5.4 billion instead of a JPY 21.6 billion profit, as milestone and partnering revenues shift into FY26 (company guidance).
Analiz Makalesi Dec 04

This Just In: Analysts Are Boosting Their PeptiDream Inc. (TSE:4587) Outlook for Next Year

Shareholders in PeptiDream Inc. ( TSE:4587 ) may be thrilled to learn that the analysts have just delivered a major...
Anlatı Güncellemesi Dec 03

4587: Radiopharmaceutical Pipeline Progress Will Drive Stronger Long Term Outlook

Analysts have modestly reduced their price target on PeptiDream from ¥3,414 to ¥3,271 as they incorporate a slightly higher discount rate, even as they update their assumptions to reflect stronger revenue growth, improved profitability, and a lower future P/E multiple. What's in the News PeptiDream, PDRadiopharma, and Curium have initiated a registrational Phase 2 clinical trial in Japan for 64Cu-PSMA-I&T, a PET radiopharmaceutical targeting PSMA expressed on prostate cancer cells (Key Developments).
Analiz Makalesi Oct 05

Is PeptiDream (TSE:4587) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Anlatı Güncellemesi Sep 05

AI Discovery And Peptide Pipeline Will Expand Horizons

With both the discount rate and future P/E multiple showing only negligible movement, there has been no material change to PeptiDream's consensus analyst fair value, which remains steady at ¥3414. Valuation Changes Summary of Valuation Changes for PeptiDream The Consensus Analyst Price Target remained effectively unchanged, at ¥3414.
Analiz Makalesi Jun 23

PeptiDream (TSE:4587) Seems To Use Debt Rather Sparingly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analiz Makalesi Apr 17

Here's Why We Think PeptiDream (TSE:4587) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
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Yeni Anlatı Mar 10

Advancements In Radiopharmaceutical Pipeline And Novartis Deal Will Drive Future Success

Expansion of deals and strategic partnerships positions PeptiDream for substantial future revenue growth from clinical advancements and imaging collaborations.
Analiz Makalesi Mar 08

PeptiDream (TSE:4587) Has A Rock Solid Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analiz Makalesi Feb 19

Bullish: Analysts Just Made A Decent Upgrade To Their PeptiDream Inc. (TSE:4587) Forecasts

Shareholders in PeptiDream Inc. ( TSE:4587 ) may be thrilled to learn that the analysts have just delivered a major...
Analiz Makalesi Feb 17

Earnings Miss: PeptiDream Inc. Missed EPS By 5.6% And Analysts Are Revising Their Forecasts

It's been a pretty great week for PeptiDream Inc. ( TSE:4587 ) shareholders, with its shares surging 18% to JP¥2,328 in...
Analiz Makalesi Feb 14

PeptiDream Inc.'s (TSE:4587) Price Is Out Of Tune With Earnings

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...
Analiz Makalesi Dec 22

Are Investors Undervaluing PeptiDream Inc. (TSE:4587) By 39%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, PeptiDream fair value estimate is JP¥4,230 PeptiDream is...
Analiz Makalesi Nov 21

PeptiDream's (TSE:4587) Performance Is Even Better Than Its Earnings Suggest

Even though PeptiDream Inc.'s ( TSE:4587 ) recent earnings release was robust, the market didn't seem to notice...
Analiz Makalesi Nov 18

PeptiDream Inc. Just Missed Earnings; Here's What Analysts Are Forecasting Now

It's been a good week for PeptiDream Inc. ( TSE:4587 ) shareholders, because the company has just released its latest...
Analiz Makalesi Nov 15

Is PeptiDream (TSE:4587) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analiz Makalesi Oct 31

PeptiDream Inc.'s (TSE:4587) Price Is Out Of Tune With Earnings

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...
Analiz Makalesi Oct 15

Do PeptiDream's (TSE:4587) Earnings Warrant Your Attention?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analiz Makalesi Aug 29

PeptiDream Inc. (TSE:4587) Shares Could Be 37% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, PeptiDream fair value estimate is JP¥4,180 Current share price...
Analiz Makalesi Aug 12

PeptiDream Inc. Just Beat Revenue Estimates By 13%

Shareholders of PeptiDream Inc. ( TSE:4587 ) will be pleased this week, given that the stock price is up 11% to...
Analiz Makalesi Jun 30

PeptiDream Inc. (TSE:4587) Surges 27% Yet Its Low P/S Is No Reason For Excitement

PeptiDream Inc. ( TSE:4587 ) shares have continued their recent momentum with a 27% gain in the last month alone...
Analiz Makalesi Jun 02

News Flash: Analysts Just Made A Meaningful Upgrade To Their PeptiDream Inc. (TSE:4587) Forecasts

Celebrations may be in order for PeptiDream Inc. ( TSE:4587 ) shareholders, with the analysts delivering a significant...
Analiz Makalesi Apr 30

PeptiDream Inc.'s (TSE:4587) 42% Price Boost Is Out Of Tune With Revenues

PeptiDream Inc. ( TSE:4587 ) shares have continued their recent momentum with a 42% gain in the last month alone...
Analiz Makalesi Apr 29

Is PeptiDream Inc. (TSE:4587) Trading At A 46% Discount?

Key Insights PeptiDream's estimated fair value is JP¥3,010 based on 2 Stage Free Cash Flow to Equity Current share...
Analiz Makalesi Mar 03

PeptiDream Inc.'s (TSE:4587) 25% Jump Shows Its Popularity With Investors

PeptiDream Inc. ( TSE:4587 ) shareholders would be excited to see that the share price has had a great month, posting a...

Kazanç ve Gelir Büyüme Tahminleri

TSE:4587 - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (JPY Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202850,59314,14618,68821,7507
12/31/202746,18312,61516,18522,4947
12/31/202644,71112,76323,18828,1887
3/31/202619,053-3,571-5,739-4,398N/A
12/31/202518,521-3,749-15,030-13,276N/A
9/30/202517,930-5,823-14,722-12,543N/A
6/30/202519,086-5,03313,34315,551N/A
3/31/202546,68514,82413,52115,943N/A
12/31/202446,67615,01421,62623,844N/A
9/30/202447,77317,11525,06827,078N/A
6/30/202455,41921,689-780992N/A
3/31/202427,9742,4411,2282,760N/A
12/31/202328,7123,03511,05212,420N/A
9/30/202338,18711,2819,21310,512N/A
6/30/202331,2547,9567,3978,696N/A
3/31/202331,3968,1353,7487,663N/A
12/31/202226,8527,554-4,057-82N/A
9/30/202212,81157-5,082-1,376N/A
6/30/202211,5111,705-2,4831,687N/A
3/31/20228,3262,3414211,929N/A
12/31/20219,3663,6065,4406,655N/A
9/30/202115,6077,1105,2296,447N/A
6/30/202111,4494,3294,8695,368N/A
3/31/202112,7435,2265,6436,111N/A
12/31/202011,6774,4481,1461,733N/A
12/31/20192,075-977N/A484N/A
6/30/20197,2172,770N/A4,481N/A
6/30/20186,4272,335N/A1,023N/A
3/31/20184,616895N/A623N/A
9/30/20174,271962N/A517N/A
6/30/20174,8961,891N/A1,531N/A
3/31/20173,064769N/A1,095N/A
12/31/20164,4571,685N/A2,338N/A
9/30/20164,7351,823N/A2,844N/A
6/30/20164,3281,581N/A1,533N/A
3/31/20164,6201,976N/A2,027N/A
12/31/20153,1211,203N/A1,216N/A
9/30/20152,7221,063N/A834N/A
6/30/20152,4741,004N/A1,386N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: 4587 önümüzdeki 3 yıl içerisinde kârlı hale gelmesi öngörülüyor; bu da tasarruf oranından ( 0.8% ) daha hızlı bir büyüme olarak değerlendiriliyor.

Kazançlar ve Piyasa: 4587 önümüzdeki 3 yıl içerisinde karlı hale gelmesi öngörülüyor ki bu da ortalama piyasa büyümesinin üzerinde kabul ediliyor.

Yüksek Büyüme Kazançları: 4587 önümüzdeki 3 yıl içinde karlı hale gelmesi bekleniyor.

Gelir ve Pazar: 4587 şirketinin gelirinin (yıllık 17.5% ) JP pazarından (yıllık 6.5% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: 4587 şirketinin gelirinin (yıllık 17.5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: 4587 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 14.9 %).


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/29 14:24
Gün Sonu Hisse Fiyatı2026/06/29 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 ayrıntıları GitHub sayfamızda mevcuttur; 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

PeptiDream Inc. 14 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Shan HeBernstein
Hidemaru YamaguchiCitigroup Inc
Kazuaki HashiguchiDaiwa Securities Co. Ltd.