Analisi facoltativa del prodotto
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Incyte Corporation's published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $23.3B | |
|---|---|---|
| Revenue (ttm) | 5.8B | |
| Net income (ttm) | 1.6B | |
| EPS (ttm) | $7.85 | |
| Shares out | 202.7M | |
| P/E (trailing) | 14.9x | |
| P/E (forward) | 14.7x | |
| Volume | 1,507,812 | |
| Beta | 0.74 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $2.99B | $3.39B | $3.70B | $4.24B | $5.14B | +14.5% |
| Gross profit | $2.84B | $3.19B | $3.44B | $3.93B | $4.77B | +13.9% |
| Operating income | $585.8M | $579.4M | $620.5M | $61.4M | $1.51B | +26.8% |
| Net income | $948.6M | $340.7M | $597.6M | $32.6M | $1.29B | +7.9% |
| EPS (diluted) | $4.27 | $1.52 | $2.65 | $0.15 | $6.41 | +10.7% |
| EBITDA | $630.2M | $599.6M | $919.4M | $408.2M | $1.76B | +29.3% |
| R&D | $1.46B | $1.59B | $1.63B | $2.61B | $2.05B | +8.9% |
| SG&A | $739.6M | $1.00B | $1.16B | $1.24B | $1.38B | +16.8% |
Recent company headlines from major financial publishers.
The base case represents the modal expected commercial path, assigning a probability of 55.0% for an implied target of $126.70, delivering an expected return of 10.4% from the share price of $114.76 as of $114.76 (as of 2026-10-07). In this path, Opzelura continues its steady commercial penetration across vitiligo and atopic dermatitis while Jakafi maintains stable refill volume in myelofibrosis. Operating margins rebound following planned clinical investments as sales expand toward Fair value of $126.70. This path would be disconfirmed if commercial revenue growth decelerates or payer price concessions erode gross margins.
The bull case models accelerated global commercial adoption, carrying a probability of 20.0% for an implied target of $155.01, representing an expected return of 35.1% toward Potential value of $155.01. In this scenario, Opzelura captures rapid international label adoption and outpaces peer biologic competition, while hematology volume exceeds baseline forecasts. Operating leverage drives margins beyond baseline assumptions, and late-stage clinical readouts confirm new growth drivers. This scenario would be disconfirmed if dermatology prescription growth plateaus or systemic biologic competition restricts new patient starts.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 8.0% | $137 | $140 | $143 | $147 | $151 |
| 8.5% | $129 | $131 | $134 | $137 | $141 |
| 9.0% | $122 | $124 | $127 | $129 | $132 |
| 9.5% | $116 | $118 | $120 | $122 | $125 |
| 10.0% | $111 | $113 | $114 | $116 | $118 |
Upcoming earnings date and setup when available.
Il rating riportato dall'edizione di ricerca pubblicata ogni mese. Un rating confronta il prezzo alla data dell'analisi con il valore equo; non indica se la valutazione si è rivelata corretta.
| Anno | gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
