Theravance Biopharma, Inc.

NasdaqGM:TBPH Stok Raporu

Piyasa değeri: US$884.2m

Theravance Biopharma Gelecekteki Büyüme

Future kriter kontrolleri 0/6

Theravance Biopharma'in gelir ve kazançlarının sırasıyla 1.9% ve 10% yıllık düşüş göstermesi beklenirken, EPS'nin 12.6% azalması beklenmektedir.

Anahtar bilgiler

-10.0%

Kazanç büyüme oranı

-12.64%

EPS büyüme oranı

Pharmaceuticals kazanç büyümesi18.9%
Gelir büyüme oranı-1.9%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Low

Son güncelleme11 Aug 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • Aug 05

TBPH: Zymeworks Cash Deal And CVR Will Shape Post Ampreloxetine Path

Analysts now see Theravance Biopharma's fair value at $17.67, up about $1.50 from the prior $16.17. This reflects the agreed $17 per share cash acquisition price and updated views on cash flow durability, profit margins, and a slightly lower future P/E multiple.
Anlatı Güncellemesi • Jul 21

TBPH: Future Returns Will Hinge On Closing The 17 Dollar Cash Deal

Theravance Biopharma’s fair value estimate has been revised from $15.00 to $17.00 as analysts align their price target with the agreed $17 per share cash acquisition by Zymeworks and the view that the deal offers predictable cash flows with limited additional risk. Analyst Commentary Recent analyst commentary on Theravance Biopharma centers on the agreed US$17 per share cash acquisition price, with several bearish analysts shifting their ratings to more neutral stances.
Anlatı Güncellemesi • Jul 07

TBPH: Zymeworks Cash Deal Will Reset Equity Case Around Future P/E

The analyst price target for Theravance Biopharma has been reduced by $2 to $19, as analysts factor in the proposed $17 per share cash acquisition by Zymeworks and adjust their assumptions for revenue trends, profit margins, and future P/E multiples. Analyst Commentary Recent Street research around Theravance Biopharma has shifted toward a more neutral stance after the proposed US$17 per share cash acquisition by Zymeworks, but several comments still highlight potential value in the transaction and its implications for shareholders.
Anlatı Güncellemesi • Jun 23

TBPH: Reset Equity Case Will Rely On Richer Future P/E Multiple

Analysts have lifted their price target on Theravance Biopharma by $3, citing updated assumptions around long term revenue trends, profit margins, and future P/E expectations. What’s in the News for Theravance Biopharma No recent Theravance Biopharma specific news items were identified in the provided sources.
Anlatı Güncellemesi • Jun 06

TBPH: Future Returns Will Depend On Executing Against Refined Earnings Assumptions

Analysts have raised their Theravance Biopharma price target by $3, citing updated views on its long term earnings profile and valuation metrics, including a revised future P/E assumption and modest adjustments to revenue and margin expectations. Analyst Commentary Recent research updates around Theravance Biopharma highlight a mix of optimism on the long term earnings profile and a careful stance on the path to getting there.
Anlatı Güncellemesi • May 23

TBPH: Cost Cuts And Royalty Streams Will Support Future Equity Reset

Analysts kept the fair value estimate for Theravance Biopharma steady at $21.00. Recent price target changes reflect the removal of ampreloxetine from some models, a shift toward Yupelri and Trelegy cash flows, and updated assumptions for revenue trends, margins, and P/E multiples.
Anlatı Güncellemesi • May 08

TBPH: Future Returns Will Rely On Cost Cuts After Program Setback

Narrative Update Analysts have adjusted Theravance Biopharma's consensus price target to $15, with recent research highlighting the removal of ampreloxetine from models after the CYPRESS miss. This change is offset by a focus on Yupelri, Trelegy related cash flows, cost cuts, and a reassessment of risk that is reflected in a modestly higher discount rate and slightly weaker revenue growth and profit margin assumptions, as well as a P/E of about 205x.
Anlatı Güncellemesi • Apr 23

TBPH: Restructuring And Royalty Cash Flows Will Reset Equity Story

Theravance Biopharma's updated analyst price target has moved from $26 to $21. This reflects analysts' removal of ampreloxetine from their models after the CYPRESS Phase 3 miss, as well as a greater focus on Yupelri, Trelegy related cash flows, and planned cost reductions.
Seeking Alpha • Apr 21

Theravance Biopharma: A Special Situation With A 50-100% Likely Upside

Summary Theravance Biopharma Inc is a special situation where the downside is well protected by cash on the balance sheet, near term milestone payments, and near-term cash flow. The company is now ~$400M in cash, $100M in 2026 milestones tied to a sales goal that was easily exceeded in 2025, and ~$60 -$70M per year in FCF. YUPELRI is the only once-daily, nebulized LAMA maintenance medicine for COPD, with patent protection until 2039. It seems likely that Viatris would be better served by paying 7.7x for Theravance’s cut of the YUPELRI sales than they would by buying their own stock. As a Strategic Review Committee has recently 'accelerated' their work, it seems likely that this situation will be resolved within the next 0 to 6 months. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Apr 09

TBPH: Future Returns Will Depend On Cost Cuts After Ampreloxetine Failure

Analysts have lifted the fair value estimate for Theravance Biopharma to $15 from $13, reflecting updated models that factor in the wind down of ampreloxetine, a reset of revenue and margin expectations, and a higher future P/E multiple tied to cash runway, Yupelri, Trelegy related cash flows, and cost reduction plans. Analyst Commentary Street research around Theravance Biopharma has shifted quickly as the company announced that the Phase 3 CYPRESS study for ampreloxetine did not meet its primary endpoint and that the program will be wound down.
Anlatı Güncellemesi • Mar 25

TBPH: Cost Reset And Cash Reserves Will Shape Post Ampreloxetine Future

Analysts nudged their average price target for Theravance Biopharma higher by about $0.33, reflecting updated models that remove ampreloxetine after the CYPRESS miss, while giving more weight to cost reductions, Yupelri and Trelegy cash flows, and a lower assumed future P/E multiple. Analyst Commentary Recent research shows a split view on Theravance Biopharma after the CYPRESS outcome and the decision to wind down ampreloxetine, with price targets reset and ratings shifting as analysts reassess what drives value from here.
Anlatı Güncellemesi • Mar 10

TBPH: Cost Reset And Cash Runway Will Support Future Upside Potential

Analysts have cut their average price target on Theravance Biopharma from about $26.71 to roughly $15.83 after the ampreloxetine Phase 3 CYPRESS study miss. Revised models place more weight on existing respiratory assets, cost reductions, and the current cash position.
Anlatı Güncellemesi • Feb 23

TBPH: Stable Assumptions And Margins Will Support Future Upside Potential

Analysts maintained their average price target for Theravance Biopharma at about $26.71. The latest models indicate a similar fair value, with only a modest adjustment to the assumed future P/E multiple as they refine their views on the company’s revenue growth and profit margin outlook.
Anlatı Güncellemesi • Feb 08

TBPH: Stable Assumptions And Margins Will Support Future Upside Potential

Analysts kept their fair value estimate for Theravance Biopharma broadly unchanged at about $26.71, noting only slight tweaks in inputs such as the discount rate and future P/E, rather than a major shift in their overall view. Valuation Changes Fair Value Estimate is stable at about $26.71 per share, with no change between the previous and updated model.
Anlatı Güncellemesi • Jan 24

TBPH: Stable Assumptions And Margins Will Support Future Upside Potential

Analysts have maintained their price target for Theravance Biopharma at $26.71 per share, with only minimal adjustments to inputs such as the discount rate, revenue growth assumptions, profit margin and future P/E. This reflects a consistent view of the company’s risk profile and earnings potential.
Anlatı Güncellemesi • Jan 10

TBPH: Stable Margins And Revenue Outlook Will Support Future Upside

Analysts have left their price targets for Theravance Biopharma essentially unchanged, keeping the implied fair value around $26.71. Only very small tweaks to inputs like discount rate, revenue growth, profit margin and future P/E underpin their updated models.
Anlatı Güncellemesi • Dec 26

TBPH: Stable Margins And Revenue Outlook Will Drive Future Upside

Analysts have modestly reaffirmed their view on Theravance Biopharma, leaving their price target effectively unchanged at approximately $26.71 per share as they continue to factor in stable long term revenue growth, profit margin expectations, and a high future P E multiple. Valuation Changes Fair Value Estimate: Remains unchanged at approximately $26.71 per share.
Anlatı Güncellemesi • Dec 11

TBPH: Respiratory Focus And Asset Monetization Will Drive Future Shareholder Upside

Analysts have modestly raised their price target on Theravance Biopharma to approximately $26.71 from about $26.67, citing the company’s fully integrated respiratory franchise and its strengthened strategic position following the monetization of Trelegy and a value unlocking review process. Analyst Commentary Analyst commentary on Theravance Biopharma is largely constructive, emphasizing the company’s positioning as a focused respiratory biopharma player with a simplified asset base following the monetization of Trelegy.
Anlatı Güncellemesi • Nov 27

TBPH: Recent Asset Monetization Will Unlock Greater Shareholder Value Ahead

Theravance Biopharma’s analyst price target has increased from $21.50 to $26.67 per share. This change reflects analysts’ confidence in the company’s strengthened strategic position and growth prospects following a recent review and asset monetization.
Analiz Makalesi • Nov 12

Revenues Not Telling The Story For Theravance Biopharma, Inc. (NASDAQ:TBPH) After Shares Rise 32%

Theravance Biopharma, Inc. ( NASDAQ:TBPH ) shares have continued their recent momentum with a 32% gain in the last...
Anlatı Güncellemesi • Nov 12

TBPH: Recent Asset Monetization Will Drive Commercial Focus And Shareholder Value

Theravance Biopharma's analyst fair value target has increased from $20.00 to $21.50, as analysts cite the company’s strengthened commercial focus and strategic positioning in respiratory therapies following its recent asset monetization. Analyst Commentary Analysts evaluating Theravance Biopharma have offered insights on both the company’s strengths and areas of caution, contributing to recent adjustments in fair value targets.
Anlatı Güncellemesi • Sep 20

Chronic And Respiratory Care Will Fuel Future Market Expansion

Analysts have raised Theravance Biopharma’s price target from $18.40 to $20.00, citing strengthened balance sheet from Trelegy monetization, strategic review initiatives, and new milestone payments from Yupelri's China approval. Analyst Commentary Monetization of the non-core asset Trelegy has strengthened the company’s balance sheet and strategic focus.
Anlatı Güncellemesi • Sep 05

Chronic And Respiratory Care Will Fuel Future Market Expansion

Analysts cite improved near- and medium-term outlooks for Theravance Biopharma driven by milestone payments and royalty streams from Yupelri’s approval in China, but these updates have not altered the consensus price target, which remains at $18.40. Analyst Commentary Yupelri's approval in China has activated a $7.5M milestone payment to Theravance.
Analiz Makalesi • Aug 29

Theravance Biopharma, Inc.'s (NASDAQ:TBPH) 27% Share Price Surge Not Quite Adding Up

Despite an already strong run, Theravance Biopharma, Inc. ( NASDAQ:TBPH ) shares have been powering on, with a gain of...
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Yeni Anlatı • May 30

Clinical Milestones And Patent Extensions Will Secure Future Expansion

Accelerating demand for key respiratory therapies and strong royalty income support sustained revenue growth and improved earnings visibility.
Analiz Makalesi • May 12

We Think Some Shareholders May Hesitate To Increase Theravance Biopharma, Inc.'s (NASDAQ:TBPH) CEO Compensation

Key Insights Theravance Biopharma to hold its Annual General Meeting on 19th of May Total pay for CEO Rick Winningham...
Analiz Makalesi • Apr 25

We're Interested To See How Theravance Biopharma (NASDAQ:TBPH) Uses Its Cash Hoard To Grow

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha • Mar 10

Theravance Biopharma: Clinical Progress Is Not Enough To Make It Attractive

Summary Theravance's stock has traded sideways for three years, with minimal price movement between $7 and $12. The company’s current focus is on ampreloxetine for treating multiple system atrophy, showing promising but not statistically strong results. Financially, Theravance has a limited cash runway and faces risks due to its small target market and history of trial failures. Despite recent progress, significant risks remain, leading me to stay on the sidelines regarding investment in Theravance. Read the full article on Seeking Alpha
Analiz Makalesi • Nov 12

With Theravance Biopharma, Inc. (NASDAQ:TBPH) It Looks Like You'll Get What You Pay For

With a price-to-sales (or "P/S") ratio of 7.2x Theravance Biopharma, Inc. ( NASDAQ:TBPH ) may be sending very bearish...
Analiz Makalesi • Jul 16

We're Interested To See How Theravance Biopharma (NASDAQ:TBPH) Uses Its Cash Hoard To Grow

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Analiz Makalesi • May 02

Shareholders May Be More Conservative With Theravance Biopharma, Inc.'s (NASDAQ:TBPH) CEO Compensation For Now

Key Insights Theravance Biopharma's Annual General Meeting to take place on 8th of May Salary of US$1.05m is part of...
Analiz Makalesi • Feb 05

Some Confidence Is Lacking In Theravance Biopharma, Inc.'s (NASDAQ:TBPH) P/S

You may think that with a price-to-sales (or "P/S") ratio of 8.1x Theravance Biopharma, Inc. ( NASDAQ:TBPH ) is a stock...
Analiz Makalesi • Nov 11

Upgrade: Analysts Just Made A Sizeable Increase To Their Theravance Biopharma, Inc. (NASDAQ:TBPH) Forecasts

Celebrations may be in order for Theravance Biopharma, Inc. ( NASDAQ:TBPH ) shareholders, with the analysts delivering...
Seeking Alpha • Sep 28

Theravance to purchase $95M of ordinary shares

Theravance Biopharma, Inc. (NASDAQ:TBPH), a company focused on respiratory disorders, announced Wednesday a tender offer to purchase $95M of its ordinary shares at a price range of $9.75 – $10.50 per share. The "modified Dutch auction" tender offer is expected to expire at midnight Eastern Time on Nov. 10, 2022. The company intends to find the purchase with cash on hand. Per the terms, TBPH will purchase ~9.0M and ~9.7M of ordinary shares, representing ~13% and ~15% of its outstanding shares, if the offering is fully subscribed at the maximum purchase price of $10.50 and the minimum purchase price of $9.75 per share respectively. The share repurchase comes at a time when TBPH stock has gained ~37% to outperform the broader market over the past 12 months, as shown in this graph.
Analiz Makalesi • Sep 21

Things Look Grim For Theravance Biopharma, Inc. (NASDAQ:TBPH) After Today's Downgrade

The latest analyst coverage could presage a bad day for Theravance Biopharma, Inc. ( NASDAQ:TBPH ), with the analysts...
Seeking Alpha • Sep 19

Theravance Biopharma announces $250M capital return program

Theravance Biopharma (NASDAQ:TBPH) has launched a $250M capital return program, the biopharmaceutical company announced on Monday.  The firm plans to initiate a Dutch auction tender offer to purchase ~$95M of its ordinary shares in the near term. It is also looking at an open market stock repurchase plan to enable the repurchase of approximately $60M of its ordinary shares subsequent to the completion of the tender offer, with a goal to complete this program by the end of 2023. In addition, Theravance (TBPH) has executed a definitive agreement with GSK (GSK) to purchase all of its equity stake in TBPH, constituting ~9.6M shares at $9.75/share, with a closing date of Sep 20, 2022.
Seeking Alpha • Aug 04

Theravance Biopharma GAAP EPS of -$0.11, revenue of $11.1M

Theravance Biopharma press release (NASDAQ:TBPH): Q2 GAAP EPS of -$0.11. Revenue of $11.1M (-14.0% Y/Y). Cash, cash equivalents and marketable securities totaled $132.9 million as of June 30, 2022. 2022 Financial Guidance: Operating Expenses: The Company expects full year 2022 R&D expense of $45 million to $55 million and SG&A expense of $35 million to $45 million

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGM:TBPH - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/2028904859N/A4
12/31/2027976678N/A5
12/31/20269113577N/A5
6/30/2026104545454N/A
3/31/2026110115269269N/A
12/31/2025107106238239N/A
9/30/20258029243244N/A
6/30/20257713245245N/A
3/31/202565-583233N/A
12/31/202464-56-12-12N/A
9/30/202463-49-12-11N/A
6/30/202462-46-10-9N/A
3/31/202462-45-18-17N/A
12/31/202357-55-29-27N/A
9/30/202355-61-152-150N/A
6/30/202351-68-172-170N/A
3/31/202349-75-173-172N/A
12/31/202251-93-188-187N/A
9/30/202252-136-106-105N/A
6/30/202252-196-131-129N/A
3/31/202254-226-166-164N/A
12/31/202155-265-211-208N/A
9/30/202159-266-235-230N/A
6/30/202164-264-267-262N/A
3/31/202166-275-273-265N/A
12/31/202072-295-257-250N/A
9/30/202083-285-257-250N/A
6/30/202077-270-222-217N/A
3/31/202088-247N/A-212N/A
12/31/201973-236N/A-238N/A
9/30/201960-221N/A-226N/A
6/30/201960-222N/A-230N/A
3/31/201957-223N/A-244N/A
12/31/201860-216N/A-113N/A
9/30/201849-252N/A-105N/A
6/30/201841-260N/A-118N/A
3/31/201821-285N/A-101N/A
12/31/201715-285N/A-201N/A
9/30/201717-266N/A-185N/A
6/30/201731-233N/A-135N/A
3/31/201733-214N/A-123N/A
12/31/201649-191N/A-99N/A
9/30/201647-168N/A-105N/A
6/30/201638-182N/A-124N/A
3/31/201640-182N/A-139N/A
12/31/201542-182N/A-169N/A
9/30/201540-202N/A-178N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: TBPH şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -10% ).

Kazançlar ve Piyasa: TBPH şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -10% ).

Yüksek Büyüme Kazançları: TBPH şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor.

Gelir ve Pazar: TBPH şirketinin gelirinin önümüzdeki 3 yıl içinde düşmesi bekleniyor (yılda -1.9% ).

Yüksek Büyüme Geliri: TBPH şirketinin gelirinin önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -1.9% ).

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: TBPH 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/15 17:32
Gün Sonu Hisse Fiyatı2026/09/15 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 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

Theravance Biopharma, Inc. 14 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Brian SkorneyBaird
Tazeen AhmadBofA Global Research
Mayank MamtaniB. Riley Securities, Inc.