Incyte Corporation

NasdaqGS:INCY Stok Raporu

Piyasa değeri: US$26.3b

Incyte Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 6/6

Incyte yıllık ortalama 14.3% oranında kazançlarını artırırken, Biotechs sektöründe kazançlar growing at 34.5% annual. Gelirler growing yılda ortalama 13.4% oranında artmaktadır. Incyte'in özkaynak karlılığı 25.4% ve net marjı 27.7%'dir.

Anahtar bilgiler

14.28%

Kazanç büyüme oranı

18.45%

EPS büyüme oranı

Biotechs Sektör Büyümesi17.04%
Gelir büyüme oranı13.44%
Özkaynak getirisi25.41%
Net Marj27.71%
Son Kazanç Güncellemesi30 Jun 2026

Yakın geçmiş performans güncellemeleri

Analiz Makalesi May 10

Impressive Earnings May Not Tell The Whole Story For Incyte (NASDAQ:INCY)

Incyte Corporation ( NASDAQ:INCY ) announced strong profits, but the stock was stagnant. We did some digging, and we...

Recent updates

Anlatı Güncellemesi Jul 28

INCY: Future Returns Will Hinge On Replacing Jakafi And Advancing Hematology Pipeline

Analysts have lifted the Incyte fair value estimate from $108.50 to about $114.55, reflecting modestly higher assumptions for revenue growth, profit margins and future P/E, along with a slightly lower discount rate, based on a recent series of upward price target revisions across the Street. Analyst Commentary Recent research on Incyte shows a mix of optimism and caution.
Seeking Alpha Jul 28

Incyte: From Buy To Hold After A 93% Rally (Rating Downgrade)

Summary Incyte Corporation ends the first half of 2026 on a high note. Yesterday, its stock reached a 52-week high of $120.70. In my view, key drivers behind Incyte's recent rally are the promising efficacy of latarcibart in von Willebrand disease, along with strong performance from Opzelura and Zynyz. So, sales of Zynyz rose 20.8% quarter-over-quarter to $50 million in Q2. However, given the sluggish demand for Iclusig and Incyte's forward non-GAAP P/E of 45x, I'm downgrading INCY's rating to Hold. Read the full article on Seeking Alpha
Anlatı Güncellemesi Jul 14

INCY: Post Jakafi Cliff Will Outweigh Vega Von Willebrand Opportunity

Analysts have lifted the fair value estimate for Incyte stock from $79.38 to $82.16, citing refreshed revenue growth assumptions, updated margins, and a higher future P/E multiple supported by recent price target increases from several research firms following the Vega Therapeutics acquisition and evolving views on the post Jakafi portfolio. Analyst Commentary Recent research on Incyte reflects a mix of optimism around pipeline additions like Vega Therapeutics and continued caution around execution and life after Jakafi.
Anlatı Güncellemesi Jun 30

INCY: Jakafi 2028 Cliff Will Challenge Vega Von Willebrand Acquisition

Incyte's analyst price targets have moved higher, with recent raises into the $94 to $113 range as analysts factor in the Vega Therapeutics acquisition, updated expectations for von Willebrand disease assets, and management's efforts to prepare for Jakafi's eventual loss of exclusivity. Analyst Commentary Recent research coverage on Incyte highlights a mixed backdrop, with several firms lifting price targets into the mid to high US$90s and low US$100s while keeping ratings largely in the middle of the road.
Analiz Makalesi Jun 17

Incyte (INCY) Stock Could Be 8.1% Undervalued After FDA Priority Review And Trial Results

Recent interest in Incyte (INCY) stock is closely tied to fresh clinical and regulatory milestones, including pivotal data for zilurgisertib in fibrodysplasia ossificans progressiva and Phase 3 results for tafasitamab plus lenalidomide with R-CHOP. See our latest analysis for Incyte. Incyte stock has cooled slightly in the very short term, with a 1-day share price return of 2.19% and a 7-day share price return of 5.35%. However, the 1-year total shareholder return of 46.11% and 3-year total...
Anlatı Güncellemesi Jun 16

INCY: Hematology Pipeline And Vega Acquisition Will Cushion Upcoming Patent Cliff

Analysts have nudged the fair value estimate for Incyte up by $5 to $140, citing the Vega Therapeutics acquisition and its Phase 3-ready von Willebrand disease asset as a potential long-term offset to Jakafi loss of exclusivity, while also modestly adjusting assumptions for revenue growth, profit margins, discount rate, and future P/E. Analyst Commentary Recent research on Incyte highlights a split view.
Anlatı Güncellemesi Jun 02

INCY: Jakafi 2028 Cliff Will Expose Uncertain mutCALR Pipeline Transition

Analysts have nudged their fair value estimate for Incyte higher to about $74.53 from $72.33, reflecting updated views on long term revenue pressure after Jakafi’s expected loss of exclusivity, incremental support from early stage assets like INCA033989, and mixed sentiment on longer term growth that has also led to a slightly higher assumed P/E multiple. Analyst Commentary Analyst views on Incyte remain mixed, with the core debate centered on how the company will handle the patent cliff tied to Jakafi and whether early stage assets like INCA033989 can eventually support the current valuation.
Analiz Makalesi May 10

Impressive Earnings May Not Tell The Whole Story For Incyte (NASDAQ:INCY)

Incyte Corporation ( NASDAQ:INCY ) announced strong profits, but the stock was stagnant. We did some digging, and we...
Anlatı Güncellemesi May 03

INCY: Future Returns Will Depend On Managing Patent Cliff And Pipeline Execution

Incyte's updated analyst price target has moved from $100.10 to $108.50, reflecting how analysts are weighing a series of recent target hikes from firms such as Oppenheimer, BofA, RBC, Barclays, Morgan Stanley, Piper Sandler and H.C. Wainwright, against more cautious views from UBS and Jefferies focused on patent and long term growth uncertainties. Analyst Commentary Recent research highlights a clear split in how analysts view Incyte, with several firms lifting price targets or initiating with a positive stance, while others focus on patent risk and long term growth questions.
Anlatı Güncellemesi Apr 18

INCY: Jakafi 2028 Patent Cliff Will Pressure Reliance On Long Dated Pipeline

The analyst price target for Incyte has shifted to reflect a modest fair value increase of about $2, as analysts weigh patent cliff concerns around Jakafi in 2028 against longer term pipeline opportunities and a higher assumed future P/E multiple. Analyst Commentary Recent research has highlighted a split view on Incyte, with some firms lifting price targets while others have taken a more cautious stance.
Anlatı Güncellemesi Apr 04

INCY: Late Stage Pipeline And 2026 Readouts Will Offset Patent Cliff Risk

Analysts have modestly adjusted their price targets on Incyte, with recent cuts of up to $10 alongside several incremental increases. This reflects a balance between concerns around Jakafi's 2028 patent cliff and confidence in longer term revenue drivers that are considered harder to underwrite today.
Anlatı Güncellemesi Mar 21

INCY: Late Stage Pipeline And 2026 Milestones Will Offset Patent Cliff Risk

Analysts' price targets for Incyte have shifted, with one firm cutting its view from $120 to $94 on patent cliff concerns, while others have nudged targets higher into the $90 to $128 range. This reflects a balance between Jakafi loss of exclusivity risk and longer term pipeline potential.
Anlatı Güncellemesi Mar 07

INCY: Late Stage Pipeline Progress And 2026 Readouts Will Reshape Earnings Power

Incyte's updated analyst price target has nudged higher, with several firms lifting their views into a roughly $117 to $128 range as analysts highlight a clearer revenue roadmap, upcoming Phase 3 catalysts, and a more constructive sector backdrop, despite at least one downgrade on near term catalysts. Analyst Commentary Recent Street research around Incyte has tilted constructive, with several bullish analysts revisiting their models and lifting price targets as they get more confidence in the company’s roadmap and execution plans.
Anlatı Güncellemesi Feb 21

INCY: Late Stage Pipeline Execution Will Reshape Earnings Power Beyond Jakafi

The analyst fair value estimate for Incyte has been raised by $6 to $135. This change reflects recent price target increases across several firms as analysts point to a fuller pipeline, higher assumed revenue growth, a higher future P/E multiple, and offsetting adjustments to discount rate and profit margin assumptions.
Anlatı Güncellemesi Feb 06

INCY: Late Stage Pipeline Reliance Will Face Pressure As Near Term Catalysts Remain Scarce

Analysts have lifted their price targets on Incyte by as much as US$27, citing a fuller late stage pipeline, new coverage with bullish views, and updated assumptions around discount rates, revenue growth, profit margins, and forward P/E that support a higher valuation range. Analyst Commentary Recent research on Incyte has tilted more constructive on potential upside, but there are also clear points of caution that investors should keep in mind when thinking about valuation and execution risk.
Anlatı Güncellemesi Jan 23

INCY: Late Stage Pipeline Execution Will Face Scrutiny As Near Term Catalysts Thin

Narrative Update: Incyte (INCY) The updated analyst price target for Incyte moves from $60 to $70, reflecting analysts' incorporation of higher projected profit margins, a lower future P/E, and recent price target raises that highlight a fuller late stage pipeline and upcoming clinical readouts, even as some research points to fewer near term catalysts. Analyst Commentary Recent Street commentary on Incyte mixes higher price targets with tempered expectations around the pace and reliability of execution.
Anlatı Güncellemesi Jan 09

INCY: Pipeline Progress And Policy Tailwinds Will Reshape Earnings Power

Analysts have lifted their fair value estimate for Incyte to $129 from $92, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E following recent Street research, including the higher $90 price target cited by Goldman Sachs. Analyst Commentary Recent Street research has added a more constructive tone around Incyte, with bullish analysts pointing to updated assumptions on risk, growth, and profitability to support higher valuation frameworks.
Anlatı Güncellemesi Dec 25

INCY: Future Returns Will Hinge On Executing High-Expectation Pipeline Under New Leadership

Analysts have nudged their price target on Incyte slightly higher, to $82 from $81. This reflects a modestly improved fair value estimate even as they caution that the recent share rally has largely priced in high expectations for key pipeline assets and new management.
Anlatı Güncellemesi Dec 11

INCY: Future Returns Will Depend On Delivering High-Risk Hematology Pipeline Milestones

Analysts have nudged their fair value estimate for Incyte higher, lifting the implied price target by about $4 per share to roughly $100. They are balancing moderate upward revisions to growth assumptions and valuation multiples against a view that recent gains already reflect high expectations for key pipeline assets and Opzelura expansion.
Anlatı Güncellemesi Nov 27

INCY: Share Momentum Will Slow As R&D Execution Risks Remain Elevated

Incyte's analyst price target has increased modestly to $95.57 from $93.82. Analysts cite continued pipeline momentum, recent regulatory approvals, and new leadership as key drivers supporting higher valuation expectations.
Anlatı Güncellemesi Nov 12

INCY: Share Momentum Will Stall As Execution Risks Come Into Focus

Incyte's analyst price target has increased from $86.86 to $93.82, as analysts cite improving profit margins, strong product pipeline updates, and enhanced growth visibility following recent regulatory and clinical developments. Analyst Commentary Recent analyst research on Incyte reflects a range of perspectives on the company's valuation, growth potential, and commercial execution.
Analiz Makalesi Oct 31

Results: Incyte Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

Incyte Corporation ( NASDAQ:INCY ) defied analyst predictions to release its quarterly results, which were ahead of...
Anlatı Güncellemesi Oct 29

Upcoming Clinical Data And New Management Will Shape Future Performance

Incyte's analyst fair value price target has been raised by nearly $2 to approximately $87, as analysts point to recent clinical updates and pipeline progress strengthening the company's growth outlook. Analyst Commentary Recent Street research on Incyte reflects a mix of optimism regarding the company's growth drivers and caution about valuation and future risks.
Anlatı Güncellemesi Oct 15

Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape

Incyte's analyst price target has increased slightly from $83.62 to $84.76, as analysts cite ongoing commercial momentum and incremental advances in the company's growth drivers. Analyst Commentary Recent analyst activity reflects a range of perspectives on Incyte’s outlook, with notable adjustments to ratings and price targets based on pipeline progress, commercial momentum, and valuation concerns.
Anlatı Güncellemesi Sep 26

Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape

Increased analyst confidence in Incyte’s pipeline progress, strong Opzelura execution, and management’s ability to offset Jakafi’s patent expiry has driven the consensus price target up from $81.55 to $83.62. Analyst Commentary Bullish analysts highlight increased visibility and incremental growth from FDA approval of Opzelura for pediatric atopic dermatitis, along with strong commercial execution under new leadership.

Gelir ve Gider Dağılımı

Incyte nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGS:INCY Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
30 Jun 265,8201,6121,3960
31 Mar 265,3611,4321,3750
31 Dec 255,1411,2871,3720
30 Sep 254,8131,1891,3090
30 Jun 254,5858711,2890
31 Mar 254,413211,2640
31 Dec 244,241331,2390
30 Sep 244,076321,1860
30 Jun 243,857971,1450
31 Mar 243,7687451,1430
31 Dec 233,6965981,1530
30 Sep 233,6094251,1380
30 Jun 233,5133661,1360
31 Mar 233,4703241,1050
31 Dec 223,3953419990
30 Sep 223,3318769540
30 Jun 223,3209458790
31 Mar 223,1159337960
31 Dec 212,9869497410
30 Sep 212,9135356820
30 Jun 212,7213386120
31 Mar 212,7034785610
31 Dec 202,667-2965180
30 Sep 202,457-3354870
30 Jun 202,388-1914690
31 Mar 202,229-3764570
31 Dec 192,1594474690
30 Sep 192,1084054410
30 Jun 192,0063064350
31 Mar 191,9972534370
31 Dec 181,8821094350
30 Sep 181,798-1094240
30 Jun 181,729-1024190
31 Mar 181,534-1674010
31 Dec 171,536-3133670
30 Sep 171,419-1553630
30 Jun 171,306-1543480
31 Mar 171,226-1073240
31 Dec 161,1061043020
30 Sep 161,0231512600
30 Jun 16941742310
31 Mar 16858492160
31 Dec 1575471970
30 Sep 15634-861930

Kaliteli Kazançlar: INCY yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: INCY 'nin mevcut net kar marjları (27.7%) geçen yılın (19%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: INCY şirketinin kazancı son 5 yılda yılda 14.3% oranında arttı.

Büyüme Hızlandırma: INCY 'un son bir yıldaki kazanç büyümesi ( 85.1% ) 5 yıllık ortalamasını (yıllık 14.3% ) aşıyor.

Kazançlar vs. Sektör: INCY geçen yılki kazanç büyümesi ( 85.1% ) Biotechs sektörünün 64.1% değerini aştı.


Özkaynak Getirisi

Yüksek ROE: INCY 'nin Özsermaye Getirisi ( 25.4% ) yüksek olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/29 12:42
Gün Sonu Hisse Fiyatı2026/07/29 00:00
Kazançlar2026/06/30
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 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

Incyte Corporation 46 Bu analistlerden 18, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Jasper HellwegArgus Research Company
Thomas RussoBaird
Peter LawsonBarclays