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Amgen Stock: Is Wall Street Bullish or Bearish?
Yahoo Finance· 2026-02-02 22:00
Amgen Inc. (AMGN) is a leading biotechnology company headquartered in Thousand Oaks, California. It specializes in the discovery, development, manufacturing, and delivery of innovative human therapeutics, particularly biologics that target serious illnesses such as cancer, cardiovascular disease, inflammation, and bone disorders. Amgen pioneered recombinant DNA technology to advance patient care globally. The company has a market capitalization of $184.10 billion. The stock has been facing solid investor ...
Atle Fund Management AB Decreases Holdings in Amgen Inc. $AMGN
Defense World· 2026-02-01 16:04
Atle Fund Management AB decreased its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 42.2% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 13,806 shares of the medical research company’s stock after selling 10,088 shares during the period. Amgen makes up about 1.5% of Atle Fund Management AB’s holdings, making the stock its 26th biggest holding. Atle Fund Management AB’s holdings in Amgen were worth $3,896,000 at the end of the most recent ...
Kyowa Kirin Regains Global Rights To Atopic Dermatitis Drug After Amgen Collaboration Ends
Benzinga· 2026-01-31 02:09
Kyowa Kirin Co., Ltd. and Amgen Inc. (NASDAQ:AMGN) terminated on Friday the current rocatinlimab development and commercialization collaboration. • Amgen stock is trading at elevated levels. Where are AMGN shares going?Kyowa Kirin will regain control of the global rocatinlimab program, including regulatory filings and future commercialization.The business decision is the result of a strategic portfolio prioritization by Amgen.In June 2021, Amgen and Kyowa Kirin agreed to jointly develop and commercialize KH ...
Dow Jones Leader Amgen Leads These Biotech Stocks Heading Into Q4 Earnings Season
Investors· 2026-01-31 00:14
行业表现与市场环境 - 生物科技股在当前股市反弹中继续跑赢市场 [1] - 第四季度财报季正全面展开 这将推动市场领涨股完全显现自身实力 [1] 重点公司动态:Amgen - 公司作为道琼斯指数成分股和行业巨头 其股价交易于或接近买入区间 [1] 重点公司动态:Gilead Sciences - 公司股价交易于或接近买入区间 [1] - 公司股票显示出更新的技术强度 [1] - 公司股票产生改善的相对强度评级 [1] - 公司股票具有上升的相对强度评级 [1] 重点公司动态:Vertex Pharmaceuticals - 公司股价交易于或接近买入区间 [1] 重点公司动态:Regeneron Pharmaceuticals - 公司股价交易于或接近买入区间 [1] - 公司在发布稳健的第四季度报告后 股价因潜在业务发展交易的可能性而上下波动 [1] 重点公司动态:Argenx - 公司股价交易于或接近买入区间 [1] 其他市场动态 - 纳斯达克指数有望创下历史新高 [1] - 道琼斯指数和标普500指数创下纪录 [1] - 新的财报季即将到来 [1]
UBS Raises Amgen (AMGN) Target as Pharma and Biotech Setup Improves
Yahoo Finance· 2026-01-30 01:24
Amgen Inc. (NASDAQ:AMGN) is included among the 12 Best Dow Jones Dividend Stocks to Buy According to Hedge Funds. UBS Raises Amgen (AMGN) Target as Pharma and Biotech Setup Improves On January 26, UBS lifted its price target on Amgen Inc. (NASDAQ:AMGN) to $390 from $380 and kept a Buy rating on the stock. The call reflects a more constructive view on the broader US pharma and biotech space. UBS expects the group to hold up well this year. Valuations are still appealing, investor positioning remains light ...
Amgen (AMGN) is a Top-Ranked Value Stock: Should You Buy?
ZACKS· 2026-01-29 23:41
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium also includes the Zacks Style Scores. What are ...
Countdown to Amgen (AMGN) Q4 Earnings: Wall Street Forecasts for Key Metrics
ZACKS· 2026-01-29 23:16
In its upcoming report, Amgen (AMGN) is predicted by Wall Street analysts to post quarterly earnings of $4.74 per share, reflecting a decline of 10.7% compared to the same period last year. Revenues are forecasted to be $9.46 billion, representing a year-over-year increase of 4.2%.The current level reflects an upward revision of 0.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projectio ...
Missed Out on Eli Lilly? This GLP-1 Stock Could Be a Bargain Buy.
Yahoo Finance· 2026-01-29 09:50
礼来公司市场地位与表现 - 礼来公司是全球市值最高的医疗保健公司,市值约为9500亿美元 [1] - 过去五年,公司股价飙升了400%,主要得益于其GLP-1药物Mounjaro和Zepbound的受欢迎程度激增 [1] - Mounjaro已获批用于糖尿病治疗,Zepbound已获批用于减肥 [1] GLP-1药物市场前景与竞争格局 - GLP-1药物市场在未来十年内价值可能超过1500亿美元 [6] - 市场有足够的空间容纳礼来及其他公司获取可观的市场份额 [6] - 安进公司正在开发一种有前景的GLP-1药物MariTide,这是一种每月仅需注射一次的治疗方案 [3] - 相比之下,礼来的Mounjaro和Zepbound均为每周注射剂 [3] - 安进首席执行官表示,数据显示MariTide的使用频率可能更低,或许每季度一次 [3] 安进公司药物MariTide的潜力 - 在临床试验中,MariTide在52周内可帮助患者减轻高达20%的体重,效果与目前已获批的GLP-1疗法相当 [4] - 尽管许多人可能更倾向于口服药片,但如果使用MariTide意味着每年仅需治疗四次,这可能会成为市场上大部分患者的首选方案 [4] - MariTide目前处于3期试验阶段,若最终获得批准,可能为安进股价带来巨大的上涨空间 [5] 安进公司估值与投资吸引力 - 过去五年,安进股价涨幅相对温和,为34% [5] - 根据分析师预期,安进股票的远期市盈率为16倍 [5] - 相比之下,投资者为礼来股票支付的远期市盈率为32倍 [5] - 与礼来相比,安进估值较低,且存在可能推动其股价大幅上涨的催化剂,使其成为当前颇具吸引力的医疗保健股 [6]
AMGEN ANNOUNCES WEBCAST OF 2025 FOURTH QUARTER AND FULL YEAR FINANCIAL RESULTS
Prnewswire· 2026-01-29 05:01
THOUSAND OAKS, Calif., Jan. 28, 2026 /PRNewswire/ -- Amgen (NASDAQ:AMGN) today announced that it will report its fourth quarter and full year 2025 financial results on Tuesday, February 3, 2026, after the close of the U.S. financial markets. The announcement will be followed by a conference call with the investment community at 4:30 p.m. ET. Participating in the call from Amgen will be Robert A. Bradway, chairman and chief executive officer, and other members of Amgen's senior management team. Live audio of ...
Amgen Set to Report Q4 Earnings: What Investors Should Know
ZACKS· 2026-01-29 01:27
财报发布信息 - 安进公司将于2月3日美股盘后发布2025年第四季度及全年财报 [1] - 市场普遍预期第四季度营收为94.6亿美元,每股收益为4.74美元 [1] - 在上一季度,公司盈利超出市场预期12.8% [1] 营收增长驱动因素 - 预计产品销售额受到Evenity、Repatha和Blincyto等产品销量强劲增长的推动 [2] - 新药Imdelltra、Tavneos和Tezspire预计通过新患者增长推动了营收增长 [4] - 罕见病药物(主要是Uplizna)预计也是营收增长的关键贡献者,市场预期其销售额为1.83亿美元 [4] - 生物类似药预计贡献了销售增长,包括2025年推出的强生Stelara生物类似药Wezlana(非美国市场)和2024年推出的再生元Eylea生物类似药Pavblu(销售持续增长),以及2025年在美国推出的阿斯利康Soliris生物类似药Bekemv [7] 营收面临的压力 - 大多数产品价格预计因支持扩大准入而提高回扣出现下降 [2] - 关键药物Prolia和Xgeva的专利分别于2025年2月(美国)和2025年11月(部分欧洲国家)到期,预计第四季度其销售将受到美国生物类似药上市的侵蚀,市场对Prolia和Xgeva的销售额预期分别为9.8亿美元和4.44亿美元 [5] - 竞争压力预计持续影响Kyprolis在前三季度的销量增长趋势,市场对其销售额预期为3.65亿美元 [6] - 炎症产品组合中,Enbrel销售额可能因价格下降而下滑,而Otezla销售额可能因销量增长而提升,市场对Otezla和Enbrel的销售额预期分别为6.06亿美元和6.49亿美元 [6] - 由于竞争加剧,肿瘤生物类似药(Kanjinti和Mvasi)以及修美乐生物类似药Amjevita/Amgevita的收入降低,预计对营收造成负面影响 [8] - 成熟老产品的销售额预计也有所下降 [8] 盈利与成本 - 第三季度营收受益于一次性项目,包括美国预估销售扣减的有利变动带来的2.5亿美元和Nplate的9000万美元政府订单,这些利好预计在第四季度不会出现 [3] - 更高的研发成本预计会损害第四季度的营业利润率 [9] 产品具体预期 - 市场对Evenity、Repatha和Blincyto的销售额预期分别为5.59亿美元、7.98亿美元和4.34亿美元 [3] 公司历史表现与股价 - 公司在过去四个季度盈利均超预期,平均超出幅度为12.65% [10] - 过去一年公司股价上涨24.8%,同期行业涨幅为17.1% [11] 其他公司对比 - 再生元公司当前盈利ESP为+1.06%,Zacks排名为第1级,过去一年股价上涨12.2%,过去四个季度平均盈利超出幅度为21.81%,计划于1月30日发布第四季度财报 [16][17] - 莫德纳公司当前盈利ESP为+4.86%,Zacks排名为第3级,过去一年股价上涨11.6%,过去四个季度盈利均超预期,平均超出幅度为31.45%,计划于2月13日发布第四季度财报 [17][18]