BeOne Medicines Gelecekteki Büyüme
Future kriter kontrolleri 5/6
BeOne Medicines kazanç ve gelirin sırasıyla yıllık 29% ve 11.7% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 25.8% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 23.6% olacağı tahmin edilmektedir.
Anahtar bilgiler
29.0%
Kazanç büyüme oranı
25.82%
EPS büyüme oranı
| Biotechs kazanç büyümesi | 25.5% |
| Gelir büyüme oranı | 11.7% |
| Gelecekteki özkaynak getirisi | 23.58% |
| Analist kapsamı | Good |
| Son güncelleme | 20 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Analiz Makalesi • May 08
Results: BeOne Medicines AG Beat Earnings Expectations And Analysts Now Have New Forecasts
As you might know, BeOne Medicines AG ( NASDAQ:ONC ) just kicked off its latest quarterly results with some very strong...
Anlatı Güncellemesi • Apr 30
ONC: Hematology Leadership And 2026 Pipeline Readouts Will Re Rate Shares
BeOne Medicines' updated analyst price target reflects a modest adjustment, with fair value moving by about $1 per share as analysts balance slightly higher revenue and profit margin assumptions with a lower future P/E multiple following recent target changes and mixed rating updates across the Street. Analyst Commentary Recent research updates on BeOne Medicines show a mix of views, but there is a clear cluster of bullish analysts who see support for the current valuation and room for further upside based on execution around core products and the pipeline.
Anlatı Güncellemesi • Apr 16
ONC: Hematology Strength And Slower Pipeline Progress Will Shape Fairly Valued Shares
The updated analyst price target for BeOne Medicines shifts to $336 from $321, as analysts factor in slightly higher modeled revenue growth, profit margins, and future P/E assumptions, alongside mixed recent research that includes both trims and increases in published targets. Analyst Commentary Recent research around BeOne Medicines reflects a mix of enthusiasm for its core hematology asset and a more cautious reset on what investors should pay for that story.
Anlatı Güncellemesi • Apr 02
ONC: Hematology Pipeline Strength And Upcoming Data Readouts Will Drive Future Upside
BeOne Medicines' analyst price target has been nudged higher to reflect a fair value estimate of about $408, as analysts balance slightly softer long term growth and margin assumptions with ongoing confidence in Brukinsa and the broader hematology pipeline, including support from several recent target hikes and one downgrade to Hold. Analyst Commentary Bullish Takeaways Bullish analysts highlight Brukinsa as a core value driver, treating it as one of the stronger hematology assets and a key pillar supporting current fair value estimates in the low $400s.Anlatı Güncellemesi • Mar 19
ONC: Hematology Franchise Strength And Pipeline Readouts Will Re Rate Shares
BeOne Medicines' updated analyst price target has moved lower, reflecting a reduced fair value estimate to $478.80 as analysts factor in more moderate revenue growth, slimmer profit margins, a slightly higher discount rate, and a higher future P/E multiple. This multiple is anchored by strong Brukinsa performance but a slower build for the next wave of assets.Anlatı Güncellemesi • Mar 04
ONC: Brukinsa Reliance And Hematology Pipeline Will Shape Fairly Valued Shares
The analyst price target for BeOne Medicines has been nudged higher by about $13 to align with a fair value update to roughly $321. Analysts are factoring in Q4 results, ongoing Brukinsa performance, and a higher future P/E assumption, alongside slightly more conservative revenue growth and profit margin inputs.Anlatı Güncellemesi • Feb 18
ONC: Hematology Pipeline Hype Will Pressure Shares If Execution Slips
Analysts have raised their price targets on BeOne Medicines by $9, citing a pipeline they view as underappreciated by the market and supporting that view with updated assumptions regarding growth, profitability, and valuation multiples. Analyst Commentary Recent research has centered on how fully the market is pricing BeOne Medicines' drug pipeline and long term earnings power into the current share price.Anlatı Güncellemesi • Feb 04
ONC: Hematology And Solid Tumor Pipeline Progress Will Drive Future Upside
Analysts lifted their price target for BeOne Medicines to about $404, up roughly $3, citing increased conviction in the value of its hematology and solid tumor pipeline, which is reflected in a slightly higher assumed future P/E multiple. Analyst Commentary Recent research updates on BeOne Medicines cluster around a similar theme: bullish analysts are raising price targets and citing comfort with both the hematology and solid tumor franchises, while also highlighting execution risks that investors should keep in mind.Anlatı Güncellemesi • Jan 21
ONC: Hematology Franchise And Oncology Pipeline Are Expected To Re Rate Shares
Analysts have lifted their price targets on BeOne Medicines into the low US$400s, and our fair value estimate has edged up to about US$508 as they highlight what they see as underappreciation of the pipeline, the potential for best in class hematology assets, and additional upside from oncology trial updates. Analyst Commentary Recent Street research on BeOne Medicines has tilted clearly positive, with a series of price target increases into the low US$400s range and at least one rating upgrade.Anlatı Güncellemesi • Jan 07
ONC: Fair View Balances Blood Cancer Progress With Gastroesophageal Cancer Opportunity
The analyst price target for BeOne Medicines has moved higher to reflect a fair value estimate of $292.03, with analysts pointing to stronger modeled revenue growth and profit margins, supported by recent Street research around Brukinsa performance, Ziihera phase III progress in HER2-positive GEA with Tevimbra, and continued confidence in the CLL and solid tumor pipeline. Analyst Commentary Recent Street research on BeOne Medicines has generally pointed to constructive views on the company’s core franchises, with several price targets adjusted higher alongside updates on Brukinsa, sonrotoclax, and the broader CLL and solid tumor pipeline.Anlatı Güncellemesi • Dec 14
ONC: Priority Review And Trial Progress Will Drive Future Upside Momentum
Analysts have nudged their blended price target for BeOne Medicines up by about $3 to roughly $402, citing stronger confidence in the chronic lymphocytic leukemia and solid tumor pipelines, recent Ziihera and Tevimbra data, and repeated quarterly beats that support steadily improving margins despite a slightly higher discount rate. Analyst Commentary Bullish analysts point to a broad set of recent price target hikes in the high $380s to low $420s range as evidence that the market is re-rating BeOne Medicines higher on both execution and pipeline visibility.Anlatı Güncellemesi • Nov 29
ONC: Priority Review And Trial Updates Will Drive Momentum Amid Sector Risks
BeOne Medicines’ analyst price target has edged up from $395 to $399, as analysts point to key clinical updates and solid quarterly performance as catalysts for incremental upside. Analyst Commentary Recent research notes from Street analysts highlight both strengths and risks for BeOne Medicines as the company navigates pivotal clinical developments and posts strong financial results.Anlatı Güncellemesi • Nov 15
ONC: Pipeline Data And Conference Updates Will Shape Outlook Amid Sector Risks
Analysts have increased their fair value estimate for BeOne Medicines to $395.37 from $382.29, citing strong quarterly results as well as an improved outlook for key therapies and pipeline advancements. Analyst Commentary Bullish analysts emphasized several positive trends in BeOne Medicines' recent performance and outlook, resulting in a series of raised price targets and continued positive ratings.Analiz Makalesi • Nov 14
We Think BeOne Medicines' (NASDAQ:ONC) Profit Is Only A Baseline For What They Can Achieve
Even though BeOne Medicines AG's ( NASDAQ:ONC ) recent earnings release was robust, the market didn't seem to notice...Anlatı Güncellemesi • Nov 01
ONC: Pivotal Oncology Trial Data Will Drive Future Upside Momentum
BeOne Medicines' fair value price target has risen modestly by $1.20 to $382.29. Analysts cite increased confidence in peak sales for sonrotoclax and the company's broadly advancing oncology pipeline as key drivers for the upward adjustment.Anlatı Güncellemesi • Oct 17
Oncology Trials And Global Expansion Will Unlock Future Markets
Analysts have raised their fair value price target for BeOne Medicines from $372.97 to $381.09. They cite accelerating revenue growth, an improved profit margin outlook, and positive pivotal trial catalysts as reasons for their more optimistic projections.Seeking Alpha • Oct 14
BeOne Medicines: Sonrotoclax Could Set Next Stage Of Growth For Hematology Pipeline
Summary BeOne Medicines AG earns a Strong Buy rating, driven by robust growth of BTK inhibitor BRUKINSA and pipeline progress. BRUKINSA posted 49% year-over-year Q2 2025 revenue growth to $950 million, solidifying ONC's hematology market leadership. Sonrotoclax, a potential best-in-class BCL2 inhibitor for r/r MCL, achieved positive phase 1/2 results and FDA Breakthrough Therapy Designation. The global mantle cell lymphoma treatment market size in the 7 major markets is projected to reach $3.2 billion by 2035. Read the full article on Seeking AlphaAnlatı Güncellemesi • Oct 03
Oncology Trials And Global Expansion Will Unlock Future Markets
Analysts have increased their fair value price target for BeOne Medicines by approximately $5 to $372.97. They cite robust Q2 sales growth, encouraging pipeline developments, and upward revisions to revenue forecasts as reasons for the adjustment.Anlatı Güncellemesi • Sep 18
Oncology Trials And Global Expansion Will Unlock Future Markets
BeOne Medicines’ consensus price target was raised to $367.68, reflecting analyst optimism driven by robust sales growth, positive pipeline updates, profitability, and increased revenue guidance. Analyst Commentary Bullish analysts highlight BeOne Medicines’ broad oncology pipeline and upcoming pivotal data readouts—specifically BTK inhibitor data in mantle cell lymphoma and PD1 inhibitor/anti-HER2 combination results in gastroesophageal cancer—as key drivers for durable growth.Anlatı Güncellemesi • Sep 03
Oncology Trials And Global Expansion Will Unlock Future Markets
The consensus analyst price target for BeOne Medicines was raised to $363.30, primarily driven by strong Brukinsa Q2 sales, improved forward revenue guidance, and ongoing pipeline progress. Analyst Commentary Bullish analysts cite robust Q2 sales growth, particularly from Brukinsa in the US and EU, as the main driver for upward price target revisions.Anlatı Güncellemesi • Aug 08
Oncology Trials And Global Expansion Will Unlock Future Markets
With both revenue growth and net profit margin expectations remaining essentially unchanged, analysts have maintained BeOne Medicines’ fair value at a consensus price target of $357.18. What's in the News BeOne Medicines raised 2025 revenue guidance to $5.0–$5.3 billion, now expecting positive GAAP operating income.
Yeni Anlatı • Apr 24
US Facility And Phase III Trials Will Expand Markets
Expansion of manufacturing capabilities and global market presence aims to boost revenue and market share, particularly in B-cell malignancies.Seeking Alpha • Feb 28
BeiGene: Q4 Results Impress With Positive Earnings Expected In 2025
Summary BeiGene is a BUY due to Tevimbra's approval and Brukinsa's growing sales, leading to anticipated positive earnings in 2025. Q4 and full-year 2024 revenues surged to $1.1B and $3.8B respectively, with a 78% and 55% increase, positioning BeiGene for profitability. BeiGene announced a name change to BeOne Medicines, transitioning from historical losses to profitability, and potentially attracting new buyers. Despite higher valuation, BeiGene's strong performance and imminent profitability make ONC stock a BUY, supported by robust 12-month sales guidance. My 12-month price target is $305/share. Read the full article on Seeking AlphaKazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 8,382 | 1,535 | 1,499 | 2,050 | 26 |
| 12/31/2027 | 7,425 | 1,091 | 1,086 | 1,489 | 36 |
| 12/31/2026 | 6,479 | 759 | 699 | 1,099 | 34 |
| 3/31/2026 | 5,739 | 513 | 1,094 | 1,285 | N/A |
| 12/31/2025 | 5,343 | 287 | 861 | 1,128 | N/A |
| 9/30/2025 | 4,973 | 69 | 464 | 785 | N/A |
| 6/30/2025 | 4,562 | -178 | 165 | 571 | N/A |
| 3/31/2025 | 4,176 | -392 | -240 | 212 | N/A |
| 12/31/2024 | 3,810 | -645 | -670 | -141 | N/A |
| 9/30/2024 | 3,306 | -822 | -1,195 | -603 | N/A |
| 6/30/2024 | 3,097 | -524 | -1,356 | -704 | N/A |
| 3/31/2024 | 2,763 | -784 | -1,566 | -902 | N/A |
| 12/31/2023 | 2,459 | -882 | -1,754 | -1,157 | N/A |
| 9/30/2023 | 2,143 | -976 | -1,652 | -1,058 | N/A |
| 6/30/2023 | 1,811 | -1,732 | -2,283 | -1,738 | N/A |
| 3/31/2023 | 1,557 | -1,917 | -2,298 | -1,824 | N/A |
| 12/31/2022 | 1,416 | -2,004 | -1,966 | -1,497 | N/A |
| 9/30/2022 | 1,250 | -2,149 | -2,144 | -1,686 | N/A |
| 6/30/2022 | 1,069 | -2,030 | -2,016 | -1,620 | N/A |
| 3/31/2022 | 877 | -1,960 | -2,044 | -1,660 | N/A |
| 12/31/2021 | 1,176 | -1,458 | -1,614 | -1,299 | N/A |
| 9/30/2021 | 1,062 | -1,340 | -1,334 | -1,123 | N/A |
| 6/30/2021 | 947 | -1,327 | -1,193 | -974 | N/A |
| 3/31/2021 | 863 | -1,167 | -1,030 | -816 | N/A |
| 12/31/2020 | 309 | -1,625 | -1,510 | -1,283 | N/A |
| 9/30/2020 | 266 | -1,512 | -1,426 | -1,218 | N/A |
| 6/30/2020 | 225 | -1,394 | -1,301 | -1,137 | N/A |
| 3/31/2020 | 402 | -1,145 | -1,093 | -920 | N/A |
| 12/31/2019 | 428 | -949 | N/A | -750 | N/A |
| 9/30/2019 | 430 | -829 | N/A | -677 | N/A |
| 6/30/2019 | 434 | -665 | N/A | -544 | N/A |
| 3/31/2019 | 244 | -737 | N/A | -615 | N/A |
| 12/31/2018 | 198 | -674 | N/A | -548 | N/A |
| 9/30/2018 | 158 | -505 | N/A | -260 | N/A |
| 6/30/2018 | 324 | -243 | N/A | -121 | N/A |
| 3/31/2018 | 271 | -147 | N/A | -56 | N/A |
| 12/31/2017 | 238 | -93 | N/A | 13 | N/A |
| 9/30/2017 | 220 | -31 | N/A | -107 | N/A |
| 6/30/2017 | N/A | -184 | N/A | -138 | N/A |
| 3/31/2017 | 0 | -148 | N/A | -105 | N/A |
| 12/31/2016 | 1 | -119 | N/A | -90 | N/A |
| 9/30/2016 | 6 | -109 | N/A | -80 | N/A |
| 6/30/2016 | 7 | -87 | N/A | -66 | N/A |
| 3/31/2016 | 8 | -69 | N/A | -56 | N/A |
| 12/31/2015 | 9 | -57 | N/A | -40 | N/A |
| 9/30/2015 | 6 | -34 | N/A | -34 | N/A |
| 6/30/2015 | 11 | -29 | N/A | -19 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: ONC 'nin tahmini kazanç büyümesi (yıllık 29% ) tasarruf oranının ( 3.5% ) üzerindedir.
Kazançlar ve Piyasa: ONC şirketinin kazançlarının (yıllık 29% ) US pazarından (yıllık 16.8% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: ONC şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: ONC şirketinin gelirinin (yıllık 11.7% ) US pazarından (yıllık 11.6% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: ONC şirketinin gelirinin (yıllık 11.7% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: ONC 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 23.6 %)
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/20 07:25 |
| Gün Sonu Hisse Fiyatı | 2026/05/20 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 |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| 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 kullanacağınızı anlatan 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
BeOne Medicines AG 69 Bu analistlerden 36, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Tianli Wen | Aletheia Analyst Network Limited |
| Brian Skorney | Baird |
| Peter Lawson | Barclays |