argenx SE

argenx SE(ARGX)の株式分析

$873.705

-2.010 (-0.23%)終値時点

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高値
887.070
始値
875.980
出来高加重平均価格
875.50
出来高
298.96K
時価総額
26.44B
安値
865.715
売買代金
261.74M
EV/EBITDA(TTM)
18.07

argenx SE, formerly arGEN X BV, is a Netherlands-based biopharmaceutical company. It is primarily engaged in creating and developing a pipeline of differentiated antibody therapeutics for the treatment of severe autoimmune diseases using its discovery platform, Simple Antibody, which exploits characteristics of the llama immune system. The Company develops a pipeline of antibody therapeutics focused on cancer and autoimmune indications. It includes, but is not limited to: Empasiprubart, a complement inhibitor targeting C2, blocking the function of both the classical and lectin pathways, while leaving the alternative pathway intact, ARGX-119 an antagonist to the MuSK receptor with potential in multiple neuromuscular indications.

www.argenx.com

AI分析 of argenx SE (ARGX)

買い

Argenx SE (ARGX) is a good buy right now due to its strong financial performance, highlighted by a 54% year-over-year increase in Q3 sales to $1.7 billion and a gross margin of 90.41%. Despite recent setbacks in clinical trials, the company is expanding its pipeline and has a robust operating profit of $486 million. The main risk is the recent trial discontinuation, which contributed to a 14% drop in stock price, but the overall growth trajectory and analyst support suggest a favorable investment opportunity.

アナリスト評価(5)

買い
5 買い
0 中立
0 売り
現在: 873.71
安値
858.00
平均
—
高値
—

Oppenheimer

2026-10-12

目標株価

—

アウトパフォーム

BofA

2026-10-12

目標株価

—

買い

Morgan Stanley

2026-10-09

目標株価

—

オーバーウェイト

Evercore ISI

2026-10-09

目標株価

—

アウトパフォーム

Baird

2026-10-09

目標株価

$823

中立

バリュエーション指標

argenx SE(ARGX)の現在の予想PERは25.91で、5年平均は-62.72です。

予想PER

適正
5年平均 P/E
-62.72
現在のP/E
25.91
割高
154.12
割安
-279.55

予想EV/EBITDA

適正
5年平均 EV/EBITDA
0.81
現在のEV/EBITDA
18.07
割高
105.62
割安
-103.99

予想PSR

適正
5年平均 P/S
20.04
現在のP/S
7.08
割高
36.16
割安
3.93

Alphio AI による ARGX の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%ARGX

$1,283.99

シナリオ価格

基

基本

基本 · 50%ARGX

$1,039.47

シナリオ価格

弱

弱気

弱気 · 25%ARGX

$797.39

シナリオ価格

ARGX を保有するクジラ

S

SEI Investments Company

+ を保有ARGX

+6.73%

3か月リターン

D

Degroof Petercam Asset Management

+ を保有ARGX

+4.65%

3か月リターン

P

PineBridge Investments LLC

+ を保有ARGX

+3.72%

3か月リターン

N

Nomura Asset Management Taiwan Ltd.

+ を保有ARGX

+3.61%

3か月リターン

S

Siemens Fonds Invest GmbH

+ を保有ARGX

+2.92%

3か月リターン

P

Pictet Asset Management (Europe) S.A.

+ を保有ARGXLLY

+0.38%

3か月リターン

イベントタイムライン

2026-10-19 (ET)

08:30:00

Argenx Announces New Data from Phase 3 Study of Vyvgart Hytrulo

2026-10-08 (ET)

12:30:00

Argenx Shares Drop 14.4% to $795.00

11:00:00

Immunovant Shares Down 6% to $30.05

10:30:00

Argenx Shares Down 12.4% to $813.25

05:30:00

Argenx Discontinues Phase 3 Study of Efgartigimod

ニュース

ARGX のよくある質問 — Alphio AI が回答

argenx SE, formerly arGEN X BV, is a Netherlands-based biopharmaceutical company. It is primarily engaged in creating and developing a pipeline of differentiated antibody therapeutics for the treatment of severe autoimmune diseases using its discovery platform, Simple Antibody, which exploits characteristics of the llama immune system. The Company develops a pipeline of antibody therapeutics focused on cancer and autoimmune indications. It includes, but is not limited to: Empasiprubart, a complement inhibitor targeting C2, blocking the function of both the classical and lectin pathways, while leaving the alternative pathway intact, ARGX-119 an antagonist to the MuSK receptor with potential in multiple neuromuscular indications. It operates in the Healthcare sector.

Argenx SE (ARGX) is a good buy right now due to its strong financial performance, highlighted by a 54% year-over-year increase in Q3 sales to $1.7 billion and a gross margin of 90.41%. Despite recent setbacks in clinical trials, the company is expanding its pipeline and has a robust operating profit of $486 million. The main risk is the recent trial discontinuation, which contributed to a 14% drop in stock price, but the overall growth trajectory and analyst support suggest a favorable investment opportunity.

5 analysts cover ARGX: 5 rate it Buy, 0 Hold and 0 Sell. The average price target is 1,048.

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