NovoCure (NVCR) Hisse Özeti
Bir onkoloji şirketi olan NovoCure Limited, Amerika Birleşik Devletleri, Almanya, Fransa, Japonya, Büyük Çin ve uluslararası alanda solid tümör kanserlerinin tedavisi için tümör tedavi alanları (TTFields) cihazlarının geliştirilmesi, üretimi ve ticarileştirilmesi ile ilgilenmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
NVCR Community Fair Values
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Analyst Price Targets
NovoCure Limited Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$17.20 |
| 52 Haftanın En Yüksek Seviyesi | US$18.92 |
| 52 Haftanın En Düşük Seviyesi | US$9.82 |
| Beta | 0.93 |
| 1 Aylık Değişim | -4.39% |
| 3 Aylık Değişim | 63.03% |
| 1 Yıllık Değişim | -2.88% |
| 3 Yıllık Değişim | -58.13% |
| 5 Yıllık Değişim | -91.16% |
| Halka arzdan bu yana değişim | -5.91% |
Son Haberler & Güncellemeler
Seeking Alpha • Jun 21
NovoCure: Solid Fundamentals, But TRIDENT Caps Near-Term Upside
Summary NovoCure Limited remains a hold after disappointing Phase 3 TRIDENT trial results, capping near-term upside and label expansion in glioblastoma. NVCR's TTFields platform sustains double-digit revenue growth and high gross margins, supported by a growing global patient base and a healthy balance sheet. The TRIDENT trial's failure to show incremental survival benefit resets growth expectations, shifting the narrative from pipeline-driven upside to execution on existing indications. At 2x sales, NVCR trades at a steep discount to historical multiples, reflecting skepticism on reacceleration and a more balanced risk/reward profile. Read the full article on Seeking AlphaAnaliz Makalesi • Jun 18
NovoCure (NVCR) Stock Could Be 31.5% Undervalued After TRIDENT Trial Result
TRIDENT trial outcome and what it means for NovoCure stock NovoCure (NVCR) shares are reacting to topline data from the Phase 3 TRIDENT trial, where starting Tumor Treating Fields therapy during chemoradiation did not improve overall survival versus starting in the maintenance phase. For investors watching NovoCure stock, the result keeps attention on how the company uses these data to refine the clinical positioning of TTFields in glioblastoma while maintaining the reported safety and...Recent updates
Seeking Alpha • Jun 21
NovoCure: Solid Fundamentals, But TRIDENT Caps Near-Term Upside
Summary NovoCure Limited remains a hold after disappointing Phase 3 TRIDENT trial results, capping near-term upside and label expansion in glioblastoma. NVCR's TTFields platform sustains double-digit revenue growth and high gross margins, supported by a growing global patient base and a healthy balance sheet. The TRIDENT trial's failure to show incremental survival benefit resets growth expectations, shifting the narrative from pipeline-driven upside to execution on existing indications. At 2x sales, NVCR trades at a steep discount to historical multiples, reflecting skepticism on reacceleration and a more balanced risk/reward profile. Read the full article on Seeking AlphaAnaliz Makalesi • Jun 18
NovoCure (NVCR) Stock Could Be 31.5% Undervalued After TRIDENT Trial Result
TRIDENT trial outcome and what it means for NovoCure stock NovoCure (NVCR) shares are reacting to topline data from the Phase 3 TRIDENT trial, where starting Tumor Treating Fields therapy during chemoradiation did not improve overall survival versus starting in the maintenance phase. For investors watching NovoCure stock, the result keeps attention on how the company uses these data to refine the clinical positioning of TTFields in glioblastoma while maintaining the reported safety and...
Anlatı Güncellemesi • Jun 18
NVCR: Revised Guidance And Trial Data Will Support Future Stock Upside
The analyst price target for NovoCure stock has been adjusted by $3.50 as analysts weigh differing views from recent Wells Fargo and Evercore research, supported by updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent research on NovoCure reflects a mix of caution and optimism, but bullish analysts highlight specific factors that, in their view, support higher valuation potential for the stock over time.Anlatı Güncellemesi • Jun 02
NVCR: Revised Guidance And Trial Results Will Support 2026 Earnings Upside Potential
Analysts adjusted their price target on NovoCure to about $45.81 from roughly $46.83, citing updated views on fair value, discount rate, revenue growth, profit margin, and future P/E expectations following recent mixed Street research. Analyst Commentary Recent Street research on NovoCure has been mixed, but there are clear pockets of optimism that help explain the current fair value debates and adjusted price targets.
Anlatı Güncellemesi • May 17
NVCR: Mixed TTFields Progress And Guidance Will Shape Shares In 2026
NovoCure's analyst price target has increased from $13.50 to $17.00, with analysts citing updated assumptions around revenue growth, discount rates, profit margins, and future P/E multiples as key drivers of the change. Analyst Commentary Recent Street research shows that views on NovoCure remain mixed, with some analysts lifting price targets and others trimming them as they revisit assumptions around revenue growth, discount rates, profit margins, and future P/E multiples.Anlatı Güncellemesi • May 02
NVCR: Execution Risks Around TTFields Pancreatic Cancer Rollout Will Pressure Shares
Analysts now see NovoCure's fair value holding around $13.50 per share, with the latest price target revisions reflecting updated views on revenue growth, profit margins, and a modestly higher future P/E assumption, based on recent Street research that included both price target increases and reductions. Analyst Commentary Recent Street research around NovoCure shows a split view on the stock, with some firms adjusting price targets in different directions.Anlatı Güncellemesi • Apr 17
NVCR: Mixed Research Views And Trial Progress Will Shape Future Risk Balance
Analysts have trimmed their average price target for NovoCure by $1.00 to $13.50, citing updated assumptions for fair value, discount rate, revenue, profit margin and future P/E following recent mixed target revisions from the Street. Analyst Commentary Recent Street research presents a mixed picture for NovoCure, with one target cut and another raised in close succession.
Anlatı Güncellemesi • Apr 03
NVCR: Recovering Procedure Trends And 2026 Tools Play Will Drive Upside
NovoCure Narrative Update The updated analyst price target for NovoCure reflects a modest upward move to $26.07. This is supported by mixed recent Street research, where some analysts highlight recovering end markets, healthier procedure and CapEx trends into 2026, and early recovery signs in China.Anlatı Güncellemesi • Mar 19
NVCR: Recovering Medtech Demand Will Support 2026 Tools Upside Potential
Narrative Update: NovoCure Price Target Reset Analysts have lifted their NovoCure price target by $5.38, citing updated assumptions that include a lower discount rate, higher modeled revenue growth and profit margin, and a slightly reduced future P/E multiple. Analyst Commentary Bullish analysts see the recent price target moves as part of a constructive re-rating story for NovoCure, with expectations focused on execution of growth initiatives and clearer earnings visibility over the medium term.Anlatı Güncellemesi • Mar 05
NVCR: Recovering Procedure Trends And 2026 Tools Setup Will Drive Upside
NovoCure’s updated analyst price target has moved modestly higher to about $26, as analysts factor in a slightly lower discount rate and different assumptions around long term growth, margins and future P/E multiples. Analyst Commentary Recent research on NovoCure highlights a mix of optimism around longer term growth optionality and caution around external policy risks and market rotations that could affect how quickly that potential is reflected in the share price.Anlatı Güncellemesi • Feb 19
NVCR: Recovering Procedure Trends And 2026 Tools Setup Will Support Upside
Analysts have modestly lifted their fair value estimate for NovoCure to $25.21 from $24.07. This reflects updated views on revenue growth, profit margins, discount rates, and P/E assumptions following recent mixed price target changes on the Street.Analiz Makalesi • Feb 12
NovoCure Limited's (NASDAQ:NVCR) 26% Dip In Price Shows Sentiment Is Matching Revenues
NovoCure Limited ( NASDAQ:NVCR ) shareholders won't be pleased to see that the share price has had a very rough month...Anlatı Güncellemesi • Feb 05
NVCR: Recovering Procedure Trends And 2026 Tools Setup Will Support Shares
Narrative Update Analysts have trimmed their implied price target for NovoCure to roughly US$20 from US$22, citing survey work that points to recovering procedure and CapEx trends into 2026, early signs of improvement in China, and ongoing sector rotation alongside potential ACA and Medicare changes that they believe warrant closer attention. Analyst Commentary Recent research points to a mixed setup for NovoCure, with valuation expectations recalibrated but longer term growth and execution themes still in focus.Anlatı Güncellemesi • Jan 21
NVCR: Recovering MedTech Demand And 2026 Setup Will Support Share Momentum
Analysts have nudged their fair value estimate for NovoCure slightly lower, trimming the target by under US$1 to reflect updated long-term assumptions and more conservative modeling, even as they factor in recovering end markets and 2026-focused sector views. Analyst Commentary Recent Street updates on NovoCure focus on slightly lower fair value targets and more conservative long-term models, even as some analysts highlight signs of healthier demand across medical technology and related capital spending into 2026.Anlatı Güncellemesi • Jan 06
NVCR: Recovering Medtech Procedures And CapEx Trends Will Support Upside Potential
Analysts have trimmed their price targets on NovoCure to a US$20 to US$23 range, citing more conservative long term assumptions. They also point to recovering end markets, sector rotation and healthier MedTech procedure and CapEx trends into 2026 as key context for the updated outlook.Anlatı Güncellemesi • Dec 14
NVCR: Long-Term Pipeline And Margin Outlook Will Support Upside Potential
Analysts have modestly raised their fair value estimate for NovoCure from $38.00 to about $41.25 per share, reflecting updated models that balance increased long term conservatism with slightly stronger profit margin expectations and a higher future earnings multiple. Analyst Commentary Analyst sentiment on NovoCure remains mixed, but recent updates show a constructive undertone even as some models become more conservative.Anlatı Güncellemesi • Nov 28
NVCR: Future Clinical Data Will Support Share Price Momentum Despite Cautious Outlook
Analysts have modestly lowered their price target for NovoCure from $25.00 to $23.00, citing increased long-term caution in their updated assessments. Analyst Commentary Following the revised price target, analysts offered balanced perspectives on NovoCure's outlook, weighing both positive catalysts and ongoing challenges for the company.Anlatı Güncellemesi • Nov 14
NVCR: Recent Clinical Progress Will Drive Upward Momentum Despite Raised Discount Rate
NovoCure Price Target Slightly Lowered Amid Updated Analyst Models Analysts have reduced their price target for NovoCure from $25.19 to $24.69 per share, citing more conservative long-term assumptions in their latest projections. Analyst Commentary Analyst perspectives on NovoCure's latest pricing and projections provide insight into key drivers and concerns affecting the company's valuation and outlook.Anlatı Güncellemesi • Oct 30
NVCR: Regulatory Wins And Clinical Milestones Will Drive Oncology Expansion
Narrative Update: NovoCure Analyst Price Target Adjusted Analysts have modestly reduced their price target for NovoCure from $27.19 to $25.19. They cite increased long-term conservatism in their latest models.Analiz Makalesi • Aug 21
Investors Give NovoCure Limited (NASDAQ:NVCR) Shares A 27% Hiding
NasdaqGS:NVCR 1 Year Share Price vs Fair Value Explore NovoCure's Fair Values from the Community and select yours...Analiz Makalesi • Jun 18
NovoCure Limited's (NASDAQ:NVCR) P/S Still Appears To Be Reasonable
With a median price-to-sales (or "P/S") ratio of close to 2.7x in the Medical Equipment industry in the United States...Analiz Makalesi • May 22
Is NovoCure (NASDAQ:NVCR) Using Debt Sensibly?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Yeni Anlatı • Mar 21
New FDA Approvals And Clinical Trials Will Expand Future Cancer Treatment Options
Recent FDA approvals and successful trials position Novocure for growth as it expands into multiple oncology indications, boosting its eligible patient population and revenue potential.Analiz Makalesi • Mar 01
Some Confidence Is Lacking In NovoCure Limited (NASDAQ:NVCR) As Shares Slide 25%
NovoCure Limited ( NASDAQ:NVCR ) shares have had a horrible month, losing 25% after a relatively good period...Seeking Alpha • Feb 28
NovoCure's Expansion Strategy Struggles To Translate Approvals Into Growth
Summary NovoCure's stock has risen 42% since my October recommendation, but revenue diversification outside of glioblastoma (GBM) remains a concern. Despite FDA approvals, TTFields therapy faces adoption challenges due to marginal survival benefits and high costs, impacting market growth. NovoCure's financial health shows sufficient liquidity short-term, but profit margins will compress and S&M costs will rise in 2025. I maintain a "sell" rating due to the maturing GBM market, slow adoption of new indications, and expected financial pressures. Read the full article on Seeking AlphaAnaliz Makalesi • Feb 12
Does NovoCure (NASDAQ:NVCR) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analiz Makalesi • Dec 03
NovoCure Limited (NASDAQ:NVCR) Looks Just Right With A 84% Price Jump
The NovoCure Limited ( NASDAQ:NVCR ) share price has done very well over the last month, posting an excellent gain of...Seeking Alpha • Dec 02
Novocure Moves Pancreatic Cancer Treatment Forward With A 'First' Using TTFields
Summary Positive results achieved from phase 3 PANOVA-3 study using TTFields + Gemcitabine + Nab-paclitaxel to treat unresectable, locally advanced 1st-line pancreatic cancer patients. Multiple regulatory submissions, of TTFields therapy combination targeting locally advanced 1st-line pancreatic cancer patients, expected throughout 2025. Data from phase 2 PANOVA-4 trial, using TTFields + TECENTRIQ + Gemcitabine + Nab-paclitaxel to treat 1st-line metastatic pancreatic cancer patients, expected in 2026. Data from phase 3 TRIDENT study, using TTFields + radiation therapy + temozolomide to treat newly diagnosed patients, expected in 2026. Read the full article on Seeking AlphaAnaliz Makalesi • Nov 01
Analyst Estimates: Here's What Brokers Think Of NovoCure Limited (NASDAQ:NVCR) After Its Third-Quarter Report
NovoCure Limited ( NASDAQ:NVCR ) just released its latest quarterly results and things are looking bullish. Revenues...Analiz Makalesi • Oct 17
Is NovoCure (NASDAQ:NVCR) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Oct 16
NovoCure: There Is Still More Upside
Summary On October 15th, NovoCure Limited received FDA approval of its lung cancer treatment, which resulted in positive price action. The lung cancer market will significantly increase NovoCure's scale, on top of a strong core business that has beat growth expectations. With downside risks limited to execution or FDA recall, and a price target of $35.10, I raise my rating from buy to strong buy. Read the full article on Seeking AlphaSeeking Alpha • Oct 09
NovoCure's Stock Stagnates Amid Lack Of Progress Beyond GBM
Summary NovoCure's TTFields showed mixed clinical results in NSCLC, with minor overall survival improvement, questioning its broader adoption beyond glioblastoma. Financially, NovoCure remains strong with significant cash reserves and a positive GBM revenue trend, despite an operating loss. Pending trial results in pancreatic cancer and regulatory decisions for NSCLC could significantly impact NovoCure's market potential and stock performance. Given the lack of substantial progress outside GBM, I maintain a cautious "sell" recommendation on NovoCure's stock. Read the full article on Seeking AlphaAnaliz Makalesi • Sep 12
Investors Appear Satisfied With NovoCure Limited's (NASDAQ:NVCR) Prospects
With a median price-to-sales (or "P/S") ratio of close to 3.4x in the Medical Equipment industry in the United States...Seeking Alpha • Jul 26
NovoCure Limited: A Post Q2 Analysis
Summary Today, we take a look at NovoCure Limited, which develops and manufactures tumor treating fields devices for solid tumor cancers. The company has beat expectations for both its first and second quarter results in 2024 and is pushing to garner approval for additional indications. An analysis of NovoCure following its better than expected performance Q2 results Thursday follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • May 03
NovoCure Limited Q1 Earnings: Core Business Accelerating
Summary NovoCure's Q1 earnings exceeded expectations, with growing revenue and cost reductions. Market data suggests faster growth for specialty oncology treatments, providing tailwinds for NovoCure's business. The core business is strong, with accelerated revenue growth and pursuit of new treatments, leading to significant upside potential. Read the full article on Seeking AlphaHissedar Getirileri
| NVCR | US Medical Equipment | US Pazar | |
|---|---|---|---|
| 7D | 11.5% | 2.2% | 1.6% |
| 1Y | -2.9% | -19.0% | 18.6% |
Getiri vs. Endüstri: NVCR geçen yıl % -19 oranında getiri sağlayan US Medical Equipment sektörünü aştı.
Getiri vs Piyasa: NVCR geçen yıl % 18.6 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| NVCR volatility | |
|---|---|
| NVCR Average Weekly Movement | 12.9% |
| Medical Equipment Industry Average Movement | 8.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: NVCR hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: NVCR 'nin haftalık oynaklığı ( 13% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2000 | 1,605 | Frank Leonard | www.novocure.com |
Bir onkoloji şirketi olan NovoCure Limited, Amerika Birleşik Devletleri, Almanya, Fransa, Japonya, Büyük Çin ve uluslararası alanda solid tümör kanserlerinin tedavisi için tümör tedavi alanları (TTFields) cihazlarının geliştirilmesi, üretimi ve ticarileştirilmesi ile ilgilenmektedir. TTFields cihazları arasında Optune Gio, Optune Lua ve Optune Pax bulunmaktadır. Şirketin ayrıca beyin metastazları, mide kanseri, glioblastoma, karaciğer kanseri, küçük hücreli dışı akciğer kanseri, pankreas kanseri ve yumurtalık kanserinde TTFields'i araştıran devam eden klinik çalışmaları bulunmaktadır.
NovoCure Limited Temel Bilgiler Özeti
| NVCR temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$1.99b |
| Kazançlar(TTM) | -US$173.05m |
| Gelir(TTM) | US$674.41m |
3.0x
P/S Oranı-11.5x
F/K OranıNVCR aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| NVCR gelir tablosu (TTM) | |
|---|---|
| Gelir | US$674.41m |
| Gelir Maliyeti | US$165.58m |
| Brüt Kâr | US$508.84m |
| Diğer Giderler | US$681.88m |
| Kazançlar | -US$173.05m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Jul 23, 2026
| Hisse başına kazanç (EPS) | -1.49 |
| Brüt Marj | 75.45% |
| Net Kâr Marjı | -25.66% |
| Borç/Özkaynak Oranı | 59.1% |
NVCR uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/04 22:58 |
| Gün Sonu Hisse Fiyatı | 2026/07/02 00:00 |
| Kazançlar | 2026/03/31 |
| 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 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
NovoCure Limited 12 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Michael King | Citizens JMP Securities, LLC |
| Gregory Gilbert | Deutsche Bank |
| Vijay Kumar | Evercore ISI |