INSM Insmed Incorporated - Common Stock
$128,38
Precio · Ago 20, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$90–$213
31% of range
Calificación del Analista
BUY
30 analysts
Precio Objetivo
$200
+56% upside
P/E (TTM)
-20.2
ROE
-128.4%
Margen de Beneficio Neto
-210.5%
INSM Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$128.38
Capitalización Bursátil
$27.80B
P/E (TTM)
-20.2
BPA (TTM)
$-6.42
Ingresos (TTM)
$606M
Rendimiento div.
—
ROE
-128.4%
Deuda/Capital
0.7
Rango 52S
$90 – $213
INSM Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$606M
2016-12-31
→
2025-12-31
BPA
$-6.42
2019-12-31
→
2025-12-31
Flujo de caja libre
$-968M
2016-12-31
→
2025-12-31
Márgenes
-210.5%
2019-12-31
→
2019-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
INSM
Mediana de Pares
P/E (TTM)
-20.2
17.7
P/S (TTM) (P/V (TTM))
45.8
6.8
P/B (P/C)
37.6
6.4
EV / EBITDA
-21.6
—
Price / FCF (Precio / FCF)
-28.7
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
INSM
Mediana de Pares
Operating Margin (Margen Operativo)
-205.6%
—
Net Profit Margin (Margen de Beneficio Neto)
-210.5%
20.3%
ROA
-59.5%
11.4%
ROE
-128.4%
16.8%
ROIC
-97.8%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
INSM
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.7
—
Current Ratio (Ratio corriente)
3.8
3.4
Quick Ratio (Ratio Rápido)
3.4
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
INSM
Mediana de Pares
Revenue YoY (Ingresos interanuales)
66.7%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
35.2%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
29.8%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
INSM
Mediana de Pares
INSM Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
30 analistas
- Compra fuerte 9 30,0%
- Compra 20 66,7%
- Mantener 1 3,3%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
22 analistas · 2026-08-18
Mediana
$197.50
← Por Debajo de Todos los Objetivos
$128.38
Mín
$169.00
Máx
$243.00
Objetivo mediano
$197.50
+53,8%
Objetivo medio
$200.05
+55,8%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.02%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $-0.06 | $-0.80 | 0.74% |
| 31 de marzo de 2026 | $-0.76 | $-0.98 | 0.22% |
| 31 de diciembre de 2025 | $-1.54 | $-1.32 | -0.22% |
| 30 de septiembre de 2025 | $-1.75 | $-1.37 | -0.38% |
| 30 de junio de 2025 | $-1.70 | $-1.32 | -0.38% |
| 31 de marzo de 2025 | $-1.42 | $-1.36 | -0.06% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| INSM | $37.29B | -27.1 | 66.7% | -210.5% | -128.4% | — |
| NTRA | $32.00B | -150.7 | 35.9% | -9.0% | -14.1% | — |
| RVMD | — | — | — | — | — | — |
| BIIB | $25.84B | 20.0 | 2.2% | 13.1% | 7.2% | — |
| ALNY | $52.64B | 170.7 | 65.2% | 8.5% | 60.4% | — |
| INCY | $19.60B | 15.4 | 21.2% | 25.0% | 27.6% | — |
| UTHR | $21.27B | 17.5 | 10.6% | 41.9% | 18.7% | 87.9% |
| BBIO | $14.90B | -20.2 | 126.3% | -146.0% | 41.2% | — |
| NBIX | $14.20B | 30.4 | 21.4% | 16.7% | 16.1% | — |
| EXEL | $11.44B | 15.7 | 7.0% | 33.7% | 37.3% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $606M | $364M | $305M | $245M | $188M | $164M | $136M | $10M | $0 | $0 | $0 | · | |
| Cost of Revenue | $123M | $86M | $66M | $55M | $44M | $40M | $24M | $2M | $0 | $0 | · | · | |
| Gross Profit | · | · | · | · | · | · | $112M | $7M | $0 | · | · | · | |
| R&D Expense | $771M | $598M | $571M | $398M | $273M | $181M | $132M | $145M | $110M | $123M | $74M | $56M | |
| SG&A Expense | $701M | $461M | $345M | $266M | $234M | $204M | $211M | $168M | $79M | $51M | $43M | $31M | |
| Operating Expenses | $1.85B | $1.24B | $1.01B | $703M | $564M | $430M | $372M | $317M | $189M | $173M | $117M | $87M | |
| Operating Income | $-1.25B | $-878M | $-710M | $-457M | $-375M | $-265M | $-235M | $-307M | $-189M | $-173M | $-117M | $-87M | |
| Interest Expense | $84M | $85M | $82M | $26M | $40M | $30M | $28M | $25M | $6M | $3M | $3M | $2M | |
| Other Non-op | $-2M | $29.0K | $2M | $-6M | $-3M | $405.0K | $-531.0K | $602.0K | $300.0K | $119.0K | $-33.0K | $141.0K | |
| Pretax Income | $-1.27B | $-910M | $-747M | $-480M | $-436M | $-293M | $-254M | $-324M | $-193M | $-176M | $-120M | $-90M | |
| Income Tax | $5M | $4M | $3M | $1M | $-2M | $1M | $777.0K | $201.0K | $-272.0K | $98.0K | $-2M | $-10M | |
| Net Income | $-1.28B | $-914M | $-750M | $-482M | $-435M | $-294M | $-254M | $-324M | $-193M | $-176M | $-118M | $-79M | |
| EPS (Basic) | $-6.42 | $-5.57 | $-5.34 | $-3.91 | $-3.88 | $-3.01 | $-3.01 | · | · | · | · | · | |
| EPS (Diluted) | $-6.42 | $-5.57 | $-5.34 | $-3.91 | $-3.88 | $-3.01 | $-3.01 | · | · | · | · | · | |
| Shares (Basic) | 199,014,000 | 164,043,000 | 140,433,000 | 123,035,000 | 112,111,000 | 97,605,000 | 84,560,000 | 76,889,000 | 66,576,000 | 61,892,000 | 58,633,000 | 43,095,000 | |
| Shares (Diluted) | 199,014,000 | 164,043,000 | 140,433,000 | 123,035,000 | 112,111,000 | 97,605,000 | 84,560,000 | 76,889,000 | 66,576,000 | 61,892,000 | 58,633,000 | 43,095,000 | |
| EBITDA | $-1.25B | $-878M | $-704M | $-452M | $-366M | $-256M | $-230M | $-304M | $-186M | $-171M | $-116M | · |
Balance general 27
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $510M | $555M | $482M | $1.07B | $717M | $533M | $487M | $495M | $381M | $163M | $283M | $159M | |
| Short-term Investments | $920M | $879M | $298M | $74M | $0 | · | · | · | · | · | · | · | |
| Receivables | $141M | $52M | $41M | $30M | $24M | $17M | $19M | $6M | $0 | · | · | · | |
| Inventory | $132M | $99M | $83M | $70M | $67M | $50M | $28M | $7M | $0 | · | · | · | |
| Prepaid Expense | $91M | $37M | $24M | $25M | $29M | $24M | $20M | $11M | $8M | $6M | $5M | $5M | |
| Current Assets | $1.79B | $1.62B | $929M | $1.27B | $837M | $623M | $555M | $519M | $389M | $168M | $288M | $165M | |
| PP&E (Net) | $103M | $80M | $65M | $56M | $53M | $54M | $60M | $23M | $12M | $10M | $8M | $8M | |
| PP&E (Gross) | $164M | $130M | $110M | $96M | $90M | $82M | $79M | $37M | $23M | $18M | $13M | $11M | |
| Accum. Depreciation | $61M | $50M | $45M | $39M | $37M | $28M | $19M | $14M | $11M | $8M | $5M | $3M | |
| Goodwill | $136M | $136M | $136M | $136M | $136M | $0 | · | · | · | · | · | · | |
| Intangibles | $98M | $59M | $64M | $69M | $74M | $49M | $54M | $59M | $58M | · | · | · | |
| Total Assets | $2.26B | $2.03B | $1.33B | $1.66B | $1.24B | $796M | $742M | $605M | $462M | $238M | $357M | $231M | |
| Accounts Payable | $80M | $73M | $65M | $50M | $36M | $43M | $13M | $18M | $15M | $10M | $7M | $9M | |
| Accrued Liabilities | · | · | · | · | $61M | $38M | $40M | $38M | $17M | $17M | $11M | $10M | |
| Current Liabilities | $469M | $298M | $226M | $190M | $135M | $119M | $85M | $80M | $45M | $28M | $22M | $20M | |
| Capital Leases | $12M | $9M | $11M | $15M | $21M | $21M | $29M | · | · | · | · | · | |
| Other Non-current Liabilities | $6M | $499.0K | $3M | $9M | $20M | $9M | $11M | $0 | $765.0K | $693.0K | $572.0K | $23.0K | |
| Total Liabilities | $1.53B | $1.74B | $1.66B | $1.57B | $833M | $520M | $481M | $396M | $101M | $83M | $45M | $45M | |
| Long-term Debt | $547M | $1.12B | $1.18B | $1.15B | $800M | $450M | $450M | $450M | $55M | $55M | $25M | $25M | |
| Total Debt | $541M | $1.10B | $1.16B | $1.13B | $567M | $356M | $336M | $317M | $56M | $55M | $25M | · | |
| Common Stock | $2M | $2M | $1M | $1M | $1M | $1M | $897.0K | $773.0K | $766.0K | $620.0K | $618.0K | $498.0K | |
| Paid-in Capital | $6.37B | $4.65B | $3.11B | $2.78B | $2.67B | $2.11B | $1.80B | $1.49B | $1.32B | $919M | $900M | $657M | |
| Retained Earnings | $-5.64B | $-4.36B | $-3.45B | $-2.70B | $-2.27B | $-1.83B | $-1.54B | $-1.28B | $-958M | $-765M | $-589M | $-471M | |
| AOCI | $1M | $-2M | $-745.0K | $756.0K | $968.0K | $193.0K | $-10.0K | $-9.0K | $-3.0K | $-65.0K | · | · | |
| Stockholders' Equity | $739M | $285M | $-332M | $88M | $410M | $276M | $262M | $208M | $361M | $154M | $312M | $186M | |
| Liabilities + Equity | $2.26B | $2.03B | $1.33B | $1.66B | $1.24B | $796M | $742M | $605M | $462M | $238M | $357M | $231M | |
| Shares Outstanding | 214,255,853 | 179,383,000 | 147,978,000 | 135,654,000 | 118,738,000 | 102,763,060 | 89,682,387 | 77,307,521 | 76,610,508 | 62,019,889 | 61,813,995 | 49,806,131 |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | $6M | $5M | $9M | $9M | $5M | $4M | $3M | $2M | $2M | $1M | |
| Stock-based Comp | $153M | $97M | $75M | $58M | $46M | $36M | $27M | $26M | $18M | $18M | $16M | $11M | |
| Deferred Tax | $-27.0K | $-29.0K | $-54.0K | $-231.0K | $-3M | $0 | $0 | $0 | $-417.0K | $0 | $0 | · | |
| Amort. of Intangibles | $6M | $5M | $5M | $5M | $5M | $5M | $5M | $1M | $0 | $0 | · | · | |
| Other Non-cash | · | · | $133M | $18M | $20M | $29M | $-28M | $36M | $12M | $9M | $-89.0K | · | |
| Operating Cash Flow | $-935M | $-684M | $-536M | $-400M | $-363M | $-219M | $-251M | $-258M | $-160M | $-147M | $-101M | $-64M | |
| CapEx | $33M | $22M | $13M | $10M | $7M | $6M | $42M | $13M | $3M | $4M | $3M | $5M | |
| Investing Cash Flow | $-65M | $-583M | $-224M | $-35M | $-64M | $-7M | $-42M | $-15M | $-3M | $-4M | $-3M | · | |
| Stock Issued | $823M | $1.08B | $152M | $292M | $270M | $246M | $261M | $0 | $378M | $0 | $223M | $109M | |
| Net Stock Activity | $823M | $1.08B | $152M | $292M | $270M | $246M | $261M | $0 | $378M | · | $223M | · | |
| Financing Cash Flow | $954M | $1.34B | $168M | $793M | $613M | $271M | $285M | $387M | $381M | $31M | $228M | · | |
| Net Change in Cash | $-45M | $73M | $-592M | $357M | $184M | $45M | $-8M | $114M | $219M | $-120M | $124M | $45M | |
| Taxes Paid | $4M | $2M | $2M | $2M | $2M | $814.0K | $339.0K | $154.0K | $166.0K | $85.0K | $-3M | $9M | |
| Free Cash Flow | $-968M | $-706M | $-550M | $-410M | $-371M | $-226M | $-293M | $-271M | $-163M | $-151M | $-104M | · | |
| Levered FCF | $-1.05B | $-791M | $-632M | $-437M | $-411M | $-255M | $-321M | $-297M | $-169M | $-154M | $-107M | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | · | · | 82.3% | · | · | · | · | · | |
| Operating Margin | -205.6% | -241.5% | -232.5% | -186.4% | -199.0% | -161.3% | -172.4% | -3124.9% | · | · | · | · | |
| Net Margin | -210.5% | -251.2% | -245.6% | -196.3% | -230.6% | -178.9% | -186.4% | -3297.2% | · | · | · | · | |
| Pretax Margin | -209.7% | -250.2% | -244.8% | -195.7% | -231.6% | -178.0% | -185.8% | -3295.1% | · | · | · | · | |
| EBITDA Margin | -205.6% | -241.5% | -230.7% | -184.2% | -194.2% | -155.8% | -168.6% | -3088.3% | · | · | · | · | |
| ROA | -59.5% | -54.5% | -50.2% | -33.2% | -42.6% | -38.2% | -37.8% | -60.8% | -55.0% | -59.3% | -40.2% | · | |
| ROE | -128.4% | -237.7% | 241.3% | -1660.7% | -95.0% | -92.9% | -89.9% | -129.8% | -74.7% | -75.6% | -47.5% | · | |
| ROIC | -97.8% | -63.5% | -86.5% | -37.8% | -38.2% | -42.1% | -39.5% | -58.6% | -45.3% | -82.9% | -34.3% | · |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.8 | 5.5 | 4.1 | 6.7 | 6.2 | 5.2 | 6.5 | 6.5 | 8.7 | 6.0 | 12.9 | · | |
| Quick Ratio | 3.4 | 5.0 | 3.6 | 6.2 | 5.5 | 4.6 | 5.9 | 6.3 | 8.5 | 5.8 | 12.7 | · | |
| Debt / Equity | 0.7 | 3.9 | -3.5 | 12.8 | 1.4 | 1.3 | 1.3 | 1.5 | 0.2 | 0.4 | 0.1 | · | |
| LT Debt / Equity | 0.7 | 3.9 | -3.5 | 12.8 | 1.4 | 1.3 | 1.3 | 1.5 | 0.2 | 0.4 | 0.1 | · | |
| Interest Coverage | -14.9 | -10.3 | -8.7 | -17.3 | -9.3 | -9.0 | -8.5 | -12.1 | -31.9 | -49.6 | -40.7 | · |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.0 | 0.0 | · | · | · | |
| Inventory Turnover | 1.1 | 0.9 | 0.9 | 0.8 | 0.8 | 1.0 | 1.4 | 0.7 | · | · | · | · | |
| Receivables Turnover | 6.3 | 7.8 | 8.6 | 9.1 | 9.2 | 9.2 | 11.0 | 3.6 | · | · | · | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 66.7% | 19.2% | 24.4% | 30.2% | 14.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 35.2% | 24.5% | 22.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 29.8% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $606M | $364M | $305M | $245M | $188M | $164M | $136M | $10M | $0 | $0 | $0 | $12M | |
| Net Income TTM | $-1.28B | $-914M | $-750M | $-482M | $-435M | $-294M | $-254M | $-324M | $-193M | $-176M | $-118M | $-79M | |
| Market Cap | $37.29B | $12.38B | $4.59B | $2.71B | $3.23B | $3.42B | $2.14B | $1.01B | $2.39B | $821M | $1.12B | · | |
| Enterprise Value | $36.40B | $12.05B | $4.96B | $2.69B | $3.08B | $3.24B | $1.99B | $836M | $2.06B | $713M | $864M | · | |
| P/E | -27.1 | -12.4 | -5.8 | -5.1 | -7.0 | -11.1 | -7.9 | · | · | · | · | · | |
| P/S | 61.5 | 34.1 | 15.0 | 11.0 | 17.2 | 20.8 | 15.7 | 103.1 | · | · | · | · | |
| P/B | 50.5 | 43.4 | -13.8 | 30.8 | 7.9 | 12.4 | 8.2 | 4.9 | 6.6 | 5.3 | 3.6 | · | |
| P / Tangible Book | 73.8 | 136.7 | · | · | 16.1 | 15.1 | · | · | · | · | · | · | |
| P / Cash Flow | -39.9 | -18.1 | -8.6 | -6.8 | -8.9 | -15.6 | -8.5 | -3.9 | -15.0 | -5.6 | -11.1 | · | |
| P / FCF | -38.5 | -17.5 | -8.3 | -6.6 | -8.7 | -15.2 | -7.3 | -3.7 | -14.7 | -5.4 | -10.8 | · | |
| EV / EBITDA | -29.2 | -13.7 | -7.0 | -5.9 | -8.4 | -12.7 | -8.7 | -2.8 | -11.1 | -4.2 | -7.5 | · | |
| EV / FCF | -37.6 | -17.1 | -9.0 | -6.5 | -8.3 | -14.4 | -6.8 | -3.1 | -12.7 | -4.7 | -8.3 | · | |
| EV / Revenue | 60.0 | 33.1 | 16.3 | 11.0 | 16.4 | 19.7 | 14.6 | 85.0 | · | · | · | · | |
| Earnings Yield | -3.7% | -8.1% | -17.2% | -19.6% | -14.2% | -9.0% | -12.6% | · | · | · | · | · |
Estado de resultados 16
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $425M | $306M | $264M | $142M | $107M | $93M | $104M | $93M | $90M | $76M | $84M | $79M | $77M | $65M | $59M | $68M | |
| Cost of Revenue | $67M | $47M | $44M | $29M | $28M | $21M | $26M | $21M | $21M | $17M | $18M | $17M | $17M | $14M | $13M | $13M | |
| R&D Expense | $210M | $209M | $255M | $186M | $177M | $153M | $180M | $151M | $147M | $121M | $137M | $109M | $197M | $128M | $125M | $100M | |
| SG&A Expense | $247M | $247M | $212M | $186M | $155M | $148M | $143M | $119M | $107M | $93M | $90M | $91M | $84M | $80M | $73M | $76M | |
| Operating Expenses | $427M | $459M | $584M | $508M | $420M | $341M | $335M | $307M | $379M | $221M | $262M | $227M | $313M | $213M | $211M | $195M | |
| Operating Income | $-2M | $-153M | $-320M | $-366M | $-313M | $-248M | $-230M | $-213M | $-289M | $-146M | $-178M | $-148M | $-236M | $-148M | $-151M | $-128M | |
| Interest Expense | · | · | · | · | $21M | $22M | $22M | $21M | $21M | $21M | $21M | $20M | $21M | $20M | $16M | $3M | |
| Other Non-op | $-531.0K | $-736.0K | $-2M | $-603.0K | $453.0K | $132.0K | $-445.0K | $2M | $-269.0K | $-1M | $2M | $285.0K | $-488.0K | $-111.0K | $1M | $-2M | |
| Pretax Income | $-11M | $-162M | $-327M | $-369M | $-320M | $-256M | $-234M | $-220M | $-300M | $-157M | $-185M | $-158M | $-244M | $-159M | $-160M | $-131M | |
| Income Tax | $2M | $1M | $2M | $1M | $1M | $912.0K | $1M | $1M | $838.0K | $589.0K | $998.0K | $544.0K | $530.0K | $483.0K | $125.0K | $372.0K | |
| Net Income | $-13M | $-164M | $-328M | $-370M | $-322M | $-257M | $-236M | $-221M | $-301M | $-157M | $-186M | $-159M | $-245M | $-160M | $-160M | $-131M | |
| EPS (Basic) | $-0.06 | $-0.76 | $-1.55 | $-1.75 | $-1.70 | $-1.42 | $-1.30 | $-1.27 | $-1.94 | $-1.06 | $-1.28 | $-1.11 | $-1.78 | $-1.17 | $-1.22 | $-1.09 | |
| EPS (Diluted) | $-0.06 | $-0.76 | $-1.55 | $-1.75 | $-1.70 | $-1.42 | $-1.30 | $-1.27 | $-1.94 | $-1.06 | $-1.28 | $-1.11 | $-1.78 | $-1.17 | $-1.22 | $-1.09 | |
| Shares (Basic) | 217,352,000 | 215,468,000 | -382,907,000 | 211,759,000 | 189,302,000 | 180,860,000 | -312,836,000 | 173,721,000 | 154,702,000 | 148,456,000 | -276,374,000 | 142,899,000 | 137,553,000 | 136,355,000 | -236,285,000 | 120,789,000 | |
| Shares (Diluted) | 217,352,000 | 215,468,000 | -382,907,000 | 211,759,000 | 189,302,000 | 180,860,000 | -312,836,000 | 173,721,000 | 154,702,000 | 148,456,000 | -276,374,000 | 142,899,000 | 137,553,000 | 136,355,000 | -236,285,000 | 120,789,000 | |
| EBITDA | $-2M | $-153M | · | $-366M | $-313M | $-248M | · | $-213M | $-289M | $-146M | · | $-148M | $-236M | $-148M | · | $-128M |
Balance general 26
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $545M | $582M | $510M | $335M | $1.28B | $403M | $555M | $461M | $1.25B | $596M | · | $487M | $613M | $969M | · | $415M | |
| Short-term Investments | $616M | $641M | $920M | $1.35B | $572M | $796M | $879M | $1.01B | $0 | $0 | · | $299M | $305M | $30M | · | $99M | |
| Receivables | $215M | $179M | $141M | $65M | $55M | $48M | $52M | $42M | $40M | $37M | · | $36M | $31M | $31M | · | $27M | |
| Inventory | $142M | $133M | $132M | $121M | $108M | $101M | $99M | $98M | $90M | $83M | · | $78M | $77M | $71M | · | $66M | |
| Prepaid Expense | $116M | $78M | $91M | $66M | $62M | $55M | $37M | $41M | $41M | $43M | · | $27M | $26M | $29M | · | $25M | |
| Current Assets | $1.63B | $1.61B | $1.79B | $1.93B | $2.08B | $1.40B | $1.62B | $1.65B | $1.42B | $759M | · | $927M | $1.05B | $1.13B | · | $632M | |
| PP&E (Net) | $107M | $103M | $103M | $90M | $90M | $88M | $80M | $75M | $73M | $69M | · | $65M | $62M | $60M | · | $54M | |
| PP&E (Gross) | $174M | $166M | $164M | $147M | $145M | $141M | $130M | $124M | $120M | $115M | · | $108M | $104M | $100M | · | $92M | |
| Accum. Depreciation | $67M | $64M | $61M | $57M | $55M | $52M | $50M | $49M | $47M | $46M | · | $43M | $42M | $41M | · | $38M | |
| Goodwill | $136M | $136M | $136M | $136M | $136M | $136M | $136M | $136M | $136M | $136M | · | $136M | $136M | $136M | · | $136M | |
| Intangibles | $93M | $96M | $98M | $85M | $56M | $57M | $59M | $60M | $61M | $62M | $64M | $65M | $66M | $67M | · | $70M | |
| Total Assets | $2.10B | $2.08B | $2.26B | $2.36B | $2.48B | $1.80B | $2.03B | $2.05B | $1.81B | $1.16B | · | $1.32B | $1.44B | $1.52B | · | $995M | |
| Accounts Payable | $75M | $73M | $80M | $80M | $74M | $58M | $73M | $65M | $51M | $44M | · | $65M | $56M | $57M | · | $12M | |
| Current Liabilities | $439M | $361M | $469M | $417M | $312M | $239M | $298M | $259M | $524M | $421M | · | $197M | $204M | $188M | · | $138M | |
| Capital Leases | $8M | $10M | $12M | $8M | $8M | $8M | $9M | $10M | $12M | $14M | · | $13M | $13M | $15M | · | $17M | |
| Other Non-current Liabilities | $6M | $6M | $6M | $6M | $6M | $5M | $499.0K | $3M | $3M | $3M | · | $6M | $11M | $10M | · | $11M | |
| Total Liabilities | $1.35B | $1.37B | $1.53B | $1.42B | $1.23B | $1.70B | $1.74B | $1.57B | $1.77B | $1.62B | · | $1.61B | $1.59B | $1.56B | · | $1.02B | |
| Long-term Debt | $547M | $547M | $547M | $547M | $547M | $1.12B | · | $972M | $1.19B | $1.18B | · | $1.17B | $1.17B | $1.16B | · | $800M | |
| Total Debt | $544M | $542M | · | $540M | $539M | $1.11B | · | $955M | $1.17B | $1.16B | · | $1.15B | $1.14B | $1.13B | · | $785M | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | $6.57B | $6.50B | $6.37B | $6.25B | $6.18B | $4.71B | $4.65B | $4.61B | $3.94B | $3.14B | · | $2.97B | $2.95B | $2.81B | · | $2.51B | |
| Retained Earnings | $-5.81B | $-5.80B | $-5.64B | $-5.31B | $-4.94B | $-4.62B | $-4.36B | $-4.12B | $-3.90B | $-3.60B | · | $-3.26B | $-3.10B | $-2.86B | · | $-2.54B | |
| AOCI | $-3M | $4.0K | $1M | $2M | $2M | $-902.0K | $-2M | $547.0K | $-3M | $-2M | · | $-2M | $-1M | $1M | · | $-1M | |
| Stockholders' Equity | $757M | $705M | $739M | $946M | $1.25B | $99M | $285M | $483M | $39M | $-465M | $-332M | $-289M | $-156M | $-45M | $88M | $-30M | |
| Liabilities + Equity | $2.10B | $2.08B | $2.26B | $2.36B | $2.48B | $1.80B | $2.03B | $2.05B | $1.81B | $1.16B | · | $1.32B | $1.44B | $1.52B | · | $995M | |
| Shares Outstanding | 218,281,059 | 216,521,841 | 214,255,853 | 212,583,015 | 211,110,658 | 181,900,074 | 179,382,635 | 178,846,991 | 166,666,599 | 148,560,882 | 147,978,000 | 143,049,197 | 142,750,463 | 136,429,216 | 135,654,000 | 121,726,199 |
Flujo de Efectivo 12
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $41M | $46M | $39M | $31M | $43M | $39M | $27M | $26M | $23M | $21M | $20M | $20M | $18M | $16M | $15M | $16M | |
| Deferred Tax | $0 | $0 | $-27.0K | $0 | $0 | $0 | $-29.0K | $0 | $0 | $0 | $-54.0K | $0 | $0 | $0 | $-231.0K | $0 | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Operating Cash Flow | $-89M | $-223M | $-248M | $-220M | $-206M | $-262M | $-196M | $-181M | $-123M | $-184M | $-131M | $-136M | $-123M | $-146M | $-103M | $-90M | |
| CapEx | $6M | $3M | $17M | $2M | $3M | $10M | $7M | $4M | $7M | $5M | $2M | $3M | $5M | $3M | $5M | $582.0K | |
| Investing Cash Flow | $25M | $266M | $389M | $-762M | $228M | $80M | $132M | $-1.00B | $-7M | $295M | $2M | $7M | $-274M | $42M | $20M | $49M | |
| Stock Issued | · | · | $0 | $-256.0K | · | · | $-12.0K | $371M | · | · | $114M | $0 | · | · | $259M | $33M | |
| Financing Cash Flow | $27M | $30M | $34M | $33M | $858M | $29M | $159M | $397M | $781M | $3M | $123M | $1M | $44M | $-399.0K | $743M | $37M | |
| Net Change in Cash | $-37M | $72M | $176M | $-950M | $881M | $-152M | $94M | $-785M | $651M | $113M | $-5M | $-126M | $-356M | $-105M | $659M | $-1M | |
| Taxes Paid | $696.0K | $3M | $111.0K | $1M | $677.0K | $2M | $248.0K | $689.0K | $354.0K | $1M | $75.0K | $518.0K | $358.0K | $1M | $91.0K | $432.0K | |
| Free Cash Flow | · | $-226M | · | · | · | $-272M | · | · | · | $-189M | · | · | · | $-150M | · | · | |
| Levered FCF | · | · | · | · | · | $-294M | · | · | · | $-210M | · | · | · | $-170M | · | · |
Rentabilidad 7
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -0.36% | -50.1% | · | -257.1% | -291.3% | -267.3% | · | -228.4% | -319.8% | -192.7% | · | -186.8% | -305.0% | -227.2% | · | -188.5% | |
| Net Margin | -3.1% | -53.5% | · | -259.9% | -299.5% | -276.4% | · | -236.0% | -332.8% | -208.1% | · | -201.0% | -317.0% | -245.0% | · | -193.6% | |
| Pretax Margin | -2.7% | -53.0% | · | -259.0% | -298.3% | -275.4% | · | -235.0% | -331.8% | -207.3% | · | -200.3% | -316.3% | -244.2% | · | -193.1% | |
| EBITDA Margin | -0.36% | -50.1% | · | -257.1% | -291.3% | -267.3% | · | -228.4% | -319.8% | -192.7% | · | -186.8% | -305.0% | -227.2% | · | -188.5% | |
| ROA | -0.58% | -8.4% | · | -16.8% | -15.0% | -17.3% | · | -13.1% | -18.5% | -11.7% | · | -13.7% | -19.6% | -12.0% | · | -11.4% | |
| ROE | -1.3% | -40.7% | · | -51.8% | -49.9% | 140.3% | · | -227.3% | 514.2% | 61.7% | · | 99.6% | 439.1% | -424.7% | · | -55.2% | |
| ROIC | -0.14% | -12.4% | · | -24.7% | -17.6% | -20.7% | · | -14.9% | -23.9% | -20.9% | · | -17.3% | -24.0% | -13.7% | · | -17.0% |
Liquidez y Solvencia 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.7 | 4.5 | · | 4.6 | 6.7 | 5.9 | · | 6.4 | 2.7 | 1.8 | · | 4.7 | 5.2 | 6.0 | · | 4.6 | |
| Quick Ratio | 3.1 | 3.9 | · | 4.2 | 6.1 | 5.2 | · | 5.8 | 2.5 | 1.5 | · | 4.2 | 4.6 | 5.5 | · | 3.9 | |
| Debt / Equity | 0.7 | 0.8 | · | 0.6 | 0.4 | 11.1 | · | 2.0 | 30.2 | -2.5 | · | -4.0 | -7.3 | -25.4 | · | -26.2 | |
| LT Debt / Equity | 0.7 | 0.8 | · | 0.6 | 0.4 | 11.1 | · | 2.0 | 24.4 | -2.0 | · | -4.0 | -7.3 | -25.4 | · | -26.2 | |
| Interest Coverage | · | · | · | · | -14.7 | -11.5 | · | -10.1 | -13.6 | -6.9 | · | -7.3 | -11.4 | -7.4 | · | -38.1 |
Eficiencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.0 | · | 0.1 | |
| Inventory Turnover | 0.5 | 0.4 | · | 0.3 | 0.3 | 0.2 | · | 0.2 | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 3.1 | 2.7 | · | 2.6 | 2.3 | 2.2 | · | 2.4 | 2.5 | 2.2 | · | 2.5 | 2.6 | 2.3 | · | 2.9 |
Valoración (TTM) 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $981M | $649M | · | $436M | $384M | $352M | · | $338M | $322M | $297M | · | $289M | $275M | $251M | · | $233M | |
| Net Income TTM | $-869M | $-1.11B | · | $-1.17B | $-1.10B | $-935M | · | $-837M | $-861M | $-721M | · | $-695M | $-631M | $-481M | · | $-434M | |
| Market Cap | $23.27B | $35.41B | · | $30.61B | $21.25B | $13.88B | · | $13.06B | $11.17B | $4.03B | · | $3.61B | $3.01B | $2.33B | · | $2.62B | |
| Enterprise Value | $22.66B | $34.72B | · | $29.47B | $19.93B | $13.78B | · | $12.54B | $11.09B | $4.60B | · | $3.97B | $3.23B | $2.46B | · | $2.89B | |
| P/E | -25.0 | -29.0 | · | -23.5 | -15.9 | -13.4 | · | -13.6 | -11.4 | -5.3 | · | -4.9 | -4.4 | -4.4 | · | -5.9 | |
| P/S | 23.7 | 54.6 | · | 70.2 | 55.3 | 39.4 | · | 38.6 | 34.7 | 13.6 | · | 12.5 | 10.9 | 9.3 | · | 11.3 | |
| P/B | 30.7 | 50.2 | · | 32.4 | 17.0 | 139.9 | · | 27.0 | 287.7 | -8.7 | · | -12.5 | -19.3 | -52.1 | · | -87.5 | |
| P / Tangible Book | 44.1 | 74.8 | · | 42.2 | 20.1 | · | · | 45.4 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | -159.0 | · | · | · | -52.9 | · | · | · | -21.9 | · | · | · | -15.9 | · | · | |
| P / FCF | · | -156.5 | · | · | · | -51.0 | · | · | · | -21.4 | · | · | · | -15.5 | · | · | |
| EV / EBITDA | -14635.9 | -226.5 | · | -80.5 | -63.7 | -55.5 | · | -58.8 | -38.4 | -31.6 | · | -26.9 | -13.7 | -16.6 | · | -22.7 | |
| EV / FCF | · | -153.5 | · | · | · | -50.6 | · | · | · | -24.4 | · | · | · | -16.4 | · | · | |
| EV / Revenue | 23.1 | 53.5 | · | 67.6 | 51.9 | 39.1 | · | 37.1 | 34.4 | 15.5 | · | 13.7 | 11.7 | 9.8 | · | 12.4 | |
| Earnings Yield | -4.0% | -3.4% | · | -4.3% | -6.3% | -7.5% | · | -7.4% | -8.8% | -18.9% | · | -20.4% | -22.9% | -22.6% | · | -17.0% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $606M | $364M | $305M | $245M | $188M |
| Margen Operativo % | -205.6% | -241.5% | -232.5% | -186.4% | -199.0% |
| Beneficio neto | $-1.28B | $-914M | $-750M | $-482M | $-435M |
| EPS Diluido | $-6.42 | $-5.57 | $-5.34 | $-3.91 | $-3.88 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.7 | 3.9 | -3.5 | 12.8 | 1.4 |
| Ratio corriente | 3.8 | 5.5 | 4.1 | 6.7 | 6.2 |
| Ratio Rápido | 3.4 | 5.0 | 3.6 | 6.2 | 5.5 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $-968M | $-706M | $-550M | $-410M | $-371M |
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Propietarios institucionales (13F) 751 declarantes · $16.3B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 129 (+13 vs trimestre anterior) | 113 (+22 vs trimestre anterior) | 256 (-22 vs trimestre anterior) | 234 (+5 vs trimestre anterior) | +16.3M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| FMR LLC | $1 246 915 143 | 11 694 946 | 7,63% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 109 696 908 | 10 407 962 | 6,79% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 043 902 026 | 9 790 865 | 6,39% | Acciones |
| BAKER BROS. ADVISORS LP | $937 841 355 | 8 796 111 | 5,74% | Acciones |
| Capital International Investors | $878 338 960 | 8 238 124 | 5,37% | Acciones |
| Darwin Global Management, Ltd. | $673 600 013 | 6 431 163 | 4,12% | Acciones |
| STATE STREET CORP | $645 282 792 | 6 052 174 | 3,95% | Acciones |
| Artisan Partners Limited Partnership | $580 195 955 | 5 441 718 | 3,55% | Acciones |
| RTW INVESTMENTS, LP | $516 347 866 | 4 842 880 | 3,16% | Acciones |
| AMERIPRISE FINANCIAL INC | $483 856 150 | 4 538 102 | 2,96% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $389 229 811 | 3 661 786 | 2,38% | Acciones |
| NORGES BANK | $360 124 083 | 3 377 641 | 2,20% | Acciones |
| MAVERICK CAPITAL LTD | $229 314 244 | 2 150 762 | 1,40% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $218 358 293 | 2 048 005 | 1,34% | Acciones |
| Qube Research & Technologies Ltd | $179 370 451 | 1 682 334 | 1,10% | Acciones |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $173 743 795 | 1 629 561 | 1,06% | Acciones |
| Integral Health Asset Management, LLC | $170 592 000 | 1 600 000 | 1,04% | Acciones |
| CITADEL ADVISORS LLC | $160 586 566 | 1 506 158 | 0,98% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $149 433 474 | 1 401 552 | 0,91% | Acciones |
| Balyasny Asset Management L.P. | $141 423 967 | 1 326 430 | 0,87% | Acciones |
| Paradigm Biocapital Advisors LP | $141 375 668 | 1 325 977 | 0,86% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $132 445 710 | 1 242 222 | 0,81% | Acciones |
| Pictet Asset Management Holding SA | $129 804 038 | 1 220 353 | 0,79% | Acciones |
| D. E. Shaw & Co., Inc. | $120 259 044 | 1 127 922 | 0,74% | Acciones |
| Hood River Capital Management LLC | $112 683 586 | 1 056 871 | 0,69% | Acciones |
| Castle Hook Partners LP | $105 906 712 | 993 310 | 0,65% | Acciones |
| JENNISON ASSOCIATES LLC | $96 501 143 | 905 094 | 0,59% | Acciones |
| TimesSquare Capital Management, LLC | $95 626 169 | 584 798 | 0,59% | Acciones |
| Polar Capital Holdings Plc | $94 984 773 | 890 872 | 0,58% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $92 119 680 | 864 000 | 0,56% | Opción de compra |
| FIL Ltd | $91 289 537 | 856 214 | 0,56% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $91 280 154 | 856 126 | 0,56% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $90 627 000 | 850 000 | 0,55% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $84 788 663 | 795 242 | 0,52% | Acciones |
| GOLDMAN SACHS GROUP INC | $81 873 498 | 767 900 | 0,50% | Opción de venta |
| AMERICAN CENTURY COMPANIES INC | $81 002 980 | 759 735 | 0,50% | Acciones |
| Caption Management, LLC | $78 973 434 | 740 700 | 0,48% | Opción de venta |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $77 763 723 | 729 354 | 0,48% | Acciones |
| GOLDMAN SACHS GROUP INC | $77 305 085 | 725 052 | 0,47% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $76 670 442 | 719 100 | 0,47% | Opción de venta |
| Clearbridge Investments, LLC | $76 331 581 | 715 922 | 0,47% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $76 297 272 | 715 600 | 0,47% | Opción de compra |
| ALLIANCEBERNSTEIN L.P. | $75 676 402 | 462 796 | 0,46% | Acciones |
| Ensign Peak Advisors, Inc | $74 948 636 | 702 951 | 0,46% | Acciones |
| Affinity Asset Advisors, LLC | $69 303 000 | 650 000 | 0,42% | Acciones |
| TWO SIGMA ADVISERS, LP | $68 745 800 | 395 000 | 0,42% | Acciones |
| Caption Management, LLC | $67 170 600 | 630 000 | 0,41% | Opción de compra |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $67 152 581 | 629 831 | 0,41% | Acciones |
| Squarepoint Ops LLC | $65 727 392 | 616 464 | 0,40% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $65 302 719 | 612 596 | 0,40% | Acciones |
| Railway Pension Investments Ltd | $64 473 114 | 604 700 | 0,39% | Acciones |
| Swiss National Bank | $63 280 249 | 593 512 | 0,39% | Acciones |
| Artia Global Partners LP | $62 804 724 | 589 052 | 0,38% | Acciones |
| EVENTIDE ASSET MANAGEMENT, LLC | $62 220 874 | 583 665 | 0,38% | Acciones |
| Davern Capital Partners, LP | $59 688 435 | 559 824 | 0,37% | Acciones |
| Candriam S.C.A. | $59 131 121 | 555 131 | 0,36% | Acciones |
| Point72 Asset Management, L.P. | $57 254 620 | 536 997 | 0,35% | Acciones |
| Long Focus Capital Management, LLC | $56 295 360 | 528 000 | 0,34% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $49 576 321 | 303 182 | 0,30% | Acciones |
| BlackRock, Inc. | $49 204 384 | 461 493 | 0,30% | Acciones |
| Bridgewater Associates, LP | $48 553 895 | 455 392 | 0,30% | Acciones |
| JANE STREET GROUP, LLC | $48 160 254 | 451 700 | 0,29% | Opción de compra |
| WELLINGTON MANAGEMENT GROUP LLP | $47 494 625 | 445 457 | 0,29% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $46 668 960 | 437 713 | 0,29% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $44 365 435 | 416 108 | 0,27% | Acciones |
| Palo Alto Investors LP | $44 138 548 | 413 980 | 0,27% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $42 729 564 | 400 765 | 0,26% | Acciones |
| Eagle Health Investments LP | $40 955 941 | 384 130 | 0,25% | Acciones |
| Prosight Management, LP | $40 047 432 | 375 609 | 0,24% | Acciones |
| GATEWAY INVESTMENT ADVISERS LLC | $38 916 300 | 365 000 | 0,24% | Acciones |
| Rock Springs Capital Management LP | $38 612 433 | 362 150 | 0,24% | Acciones |
| CITADEL ADVISORS LLC | $38 084 664 | 357 200 | 0,23% | Opción de compra |
| NEUBERGER BERMAN GROUP LLC | $37 086 246 | 347 836 | 0,23% | Acciones |
| JANE STREET GROUP, LLC | $36 975 816 | 346 800 | 0,23% | Opción de venta |
| ENVESTNET ASSET MANAGEMENT INC | $35 930 149 | 336 997 | 0,22% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $34 817 934 | 326 561 | 0,21% | Acciones |
| BANK OF AMERICA CORP /DE/ | $33 116 173 | 310 600 | 0,20% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $33 084 186 | 310 300 | 0,20% | Opción de compra |
| VICTORY CAPITAL MANAGEMENT INC | $32 695 129 | 306 651 | 0,20% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $32 437 642 | 304 236 | 0,20% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $31 622 852 | 296 594 | 0,19% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $30 876 512 | 289 594 | 0,19% | Acciones |
| Defilade Capital Management, L.P. | $30 049 568 | 281 838 | 0,18% | Acciones |
| SAMLYN CAPITAL, LLC | $29 812 765 | 279 617 | 0,18% | Acciones |
| CITADEL ADVISORS LLC | $29 181 894 | 273 700 | 0,18% | Opción de venta |
| RHUMBLINE ADVISERS | $29 076 813 | 272 715 | 0,18% | Acciones |
| First Turn Management, LLC | $28 131 794 | 263 851 | 0,17% | Acciones |
| Bank of New York Mellon Corp | $27 412 962 | 257 109 | 0,17% | Acciones |
| California Public Employees Retirement System | $26 692 317 | 250 350 | 0,16% | Acciones |
| Vestal Point Capital, LP | $26 655 000 | 250 000 | 0,16% | Acciones |
| Fiera Capital Corp | $26 535 159 | 248 876 | 0,16% | Acciones |
| TD Asset Management Inc | $25 608 205 | 240 182 | 0,16% | Acciones |
| Caption Management, LLC | $25 162 320 | 236 000 | 0,15% | Acciones |
| Trails Edge Capital Partners, LP | $24 557 891 | 230 331 | 0,15% | Acciones |
| ADAR1 Capital Management, LLC | $24 364 802 | 228 520 | 0,15% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $23 363 000 | 219 123 | 0,14% | Acciones |
| Assenagon Asset Management S.A. | $23 271 947 | 218 270 | 0,14% | Acciones |
| DNB Asset Management AS | $22 737 675 | 213 259 | 0,14% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $22 675 515 | 212 676 | 0,14% | Acciones |
| Longaeva Partners L.P. | $21 454 716 | 201 226 | 0,13% | Acciones |
Informantes de la empresa 48 insiders · 29 directivos · 18 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| William Lewis | Chair and CEO | 23 de julio de 2026 M | 259 058 | 0 | 64 | $-31 004 602 |
| Timothy Whitten | President & CEO | 1 de junio de 2012 P | 10 000 | 0 | 0 | $0 |
| Geoffrey Allan | President, CEO and Chairman | 31 de marzo de 2009 M | 1 715 557 | 0 | 0 | $0 |
| Sara Bonstein | Chief Financial Officer | 3 de junio de 2026 S | 69 082 | 0 | 1 | $-245 857 |
| Paolo Tombesi | Chief Financial Officer | 3 de enero de 2019 A | 10 669 | 0 | 0 | $0 |
| Andrew T Drechsler | Chief Financial Officer | 1 de marzo de 2017 M | 15 000 | 0 | 0 | $0 |
| Kevin P Tully | Executive VP & CFO | 21 de diciembre de 2011 A | 377 344 | 0 | 0 | $0 |
| Steve C Glover | President Follow-on Biologics | 31 de marzo de 2009 M | 372 113 | 0 | 0 | $0 |
| Ronald D Gunn | Executive Vice President & COO | 8 de diciembre de 2005 A | 40 074 | 0 | 0 | $0 |
| Samuele Butera | SVP, GM, Global Respiratory | 23 de junio de 2026 A | 7 342 | 0 | 0 | $0 |
| Michael Alexander Smith | Chief Legal Officer | 22 de junio de 2026 S | 37 648 | 0 | 2 | $-393 852 |
| Orlov S Nicole Schaeffer | Chief People Strategy Officer | 2 de enero de 2026 M | 41 754 | 0 | 9 | $-26 423 350 |
| John Drayton Wise | Chief Commercial Officer | 23 de mayo de 2022 A | 78 137 | 0 | 0 | $0 |
| John Soriano | Chief Compliance Officer | 7 de septiembre de 2021 M | 35 204 | 0 | 0 | $0 |
| Christine A Pellizzari | Chief Legal Officer | 15 de mayo de 2021 F | 149 985 | 0 | 0 | $0 |
| John Goll | Chief Accounting Officer | 3 de enero de 2020 A | 14 166 | 0 | 0 | $0 |
| Paul Streck | Chief Medical Officer | 8 de agosto de 2018 A | 15 996 | 0 | 0 | $0 |
| Eugene Jeffrey Sullivan | Chief Med. & Scientific Ofc. | 17 de mayo de 2017 A | — | 0 | 0 | $0 |
| Mark Quigley | Vice President, Quality | 12 de mayo de 2015 M | 0 | 0 | 0 | $0 |
| Peggy Berry | Vice President, Regulatory | 26 de febrero de 2015 A | — | 0 | 0 | $0 |
| Matthew Pauls | Chief Commercial Officer | 2 de junio de 2014 A | — | 0 | 0 | $0 |
| Andrea Holtzman Drucker | SVP, Gen. Counsel & Corp Sec. | 3 de junio de 2013 M | 45 000 | 0 | 0 | $0 |
| Renu Gupta | EVP & Chief Medical Officer | 23 de mayo de 2013 A | 19 507 | 0 | 0 | $0 |
| Nicholas A. Labella Jr. | Chief Scientific Officer | 21 de diciembre de 2011 A | — | 0 | 0 | $0 |
| Nicholas Lee Gurreri | Senior VP, Commercial Ops | 31 de enero de 2011 A | — | 0 | 0 | $0 |
| Doug Farrar | Vice President, ITP | 31 de marzo de 2009 M | 292 055 | 0 | 0 | $0 |
| Michael Duncan | Principal Financial Officer | 8 de diciembre de 2005 A | — | 0 | 0 | $0 |
| Philip J Young | Chief Business Officer and EVP | 8 de diciembre de 2005 A | — | 0 | 0 | $0 |
| Thomas A Keuer | Sr VP, ITP (Subsidiary) | 8 de diciembre de 2005 A | — | 0 | 0 | $0 |
| Melvin Sharoky MD | Consejero | 17 de agosto de 2026 S | 0 | 0 | 4 | $-7 486 750 |
| David W J Mcgirr | Consejero | 9 de febrero de 2026 G | 53 400 | 0 | 0 | $0 |
| Clarissa Desjardins | Consejero | 11 de mayo de 2022 A | 35 595 | 0 | 0 | $0 |
| Elizabeth M Anderson | Consejero | 11 de mayo de 2022 A | 42 317 | 0 | 0 | $0 |
| Leo Lee | Consejero | 11 de mayo de 2022 A | 53 265 | 0 | 0 | $0 |
| David R Brennan | Consejero | 11 de mayo de 2022 A | 95 521 | 0 | 0 | $0 |
| Alfred Altomari | Consejero | 11 de mayo de 2022 A | 43 141 | 0 | 0 | $0 |
| Steinar J Engelsen | Consejero | 1 de noviembre de 2021 P | 320 802 | 0 | 0 | $0 |
| Donald J Hayden JR | Consejero | 9 de abril de 2019 M | 62 197 | 0 | 0 | $0 |
| Myrtle S Potter | Consejero | 15 de mayo de 2018 A | 25 510 | 0 | 0 | $0 |
| Randall W Whitcomb | Consejero | 10 de marzo de 2015 M | 69 188 | 0 | 0 | $0 |
| Richard S Kollender | Consejero | 31 de octubre de 2013 M | 24 598 | 0 | 0 | $0 |
| Dennis M Lanfear | Consejero | 9 de junio de 2010 A | 168 404 | 0 | 0 | $0 |
| Graham K Crooke | Consejero | 9 de junio de 2010 A | 228 404 | 0 | 0 | $0 |
| Kenneth G Condon | Consejero | 9 de junio de 2010 A | 168 504 | 0 | 0 | $0 |
| FMR LLC | Propietario del 10% | 22 de julio de 2013 S | 2 221 | 0 | 0 | $0 |
| Roger Adsett | — | 10 de agosto de 2026 M | 98 744 | 0 | 2 | $-32 207 190 |
| Martina Flammer M.D. | — | 6 de agosto de 2026 M | 60 486 | 0 | 5 | $-5 110 195 |
| Carol Schafer | — | 13 de mayo de 2026 A | 66 622 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 122 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| MEDI · Harbor ETF Trust | 3,71% | 7 509 NS | 30 de abril de 2026 | N-PORT |
| IBB · iShares Trust | 2,01% | 1 594 032 SH | 19 de agosto de 2026 | Diario |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 1,85% | 11 997 SH | 19 de agosto de 2026 | Diario |
| FMED · Fidelity Covington Trust | 1,79% | 6 875 NS | 31 de mayo de 2026 | N-PORT |
| MID · AMERICAN CENTURY ETF TRUST | 1,70% | 15 835 NS | 31 de mayo de 2026 | N-PORT |
| FXH · First Trust Exchange-Traded AlphaDE… | 1,44% | 92 576 NS | 30 de abril de 2026 | N-PORT |
| BIB · ProShares Trust | 1,16% | 7 968 NS | 31 de mayo de 2026 | N-PORT |
| GDOC · Goldman Sachs ETF Trust | 1,11% | 2 081 NS | 31 de mayo de 2026 | N-PORT |
| BBP · ETFis Series Trust I | 1,10% | 4 801 NS | 30 de abril de 2026 | N-PORT |
| SPIT · RBB Fund, Inc. | 1,06% | 2 228 NS | 30 de abril de 2026 | N-PORT |
| LABU · Direxion Shares ETF Trust | 0,92% | 34 830 NS | 30 de abril de 2026 | N-PORT |
| QQQE · Direxion Shares ETF Trust | 0,90% | 80 500 NS | 30 de abril de 2026 | N-PORT |
| IWP · iShares Trust | 0,77% | 1 236 837 SH | 19 de agosto de 2026 | Diario |
| HRTS · Tema ETF Trust | 0,71% | 3 449 NS | 31 de mayo de 2026 | N-PORT |
| LFSC · RBB Fund, Inc. | 0,62% | 6 050 NS | 31 de mayo de 2026 | N-PORT |
| FDMO · FIDELITY COVINGTON TRUST | 0,58% | 35 661 NS | 30 de abril de 2026 | N-PORT |
| WINN · Harbor ETF Trust | 0,50% | 40 138 NS | 30 de abril de 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,47% | 98 313 NS | 30 de abril de 2026 | N-PORT |
| IYH · iShares Trust | 0,43% | 126 273 SH | 19 de agosto de 2026 | Diario |
| BTAL · AGF Investments Trust | 0,40% | 10 626 NS | 30 de junio de 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,40% | 37 505 NS | 30 de abril de 2026 | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,39% | 36 063 NS | 30 de abril de 2026 | N-PORT |
| IMCG · iShares Trust | 0,37% | 117 713 SH | 19 de agosto de 2026 | Diario |
| VHT · VANGUARD WORLD FUND | 0,33% | 632 581 SH | 19 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,32% | 1 435 651 SH | 19 de agosto de 2026 | Diario |
| HEQQ · J.P. Morgan Exchange-Traded Fund Tr… | 0,30% | 695 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,26% | 2 487 127 SH | 19 de agosto de 2026 | Diario |
| VOT · VANGUARD INDEX FUNDS | 0,25% | 830 249 SH | 19 de agosto de 2026 | Diario |
| FDG · AMERICAN CENTURY ETF TRUST | 0,24% | 9 338 NS | 31 de mayo de 2026 | N-PORT |
| FFLG · FIDELITY COVINGTON TRUST | 0,22% | 9 640 NS | 30 de abril de 2026 | N-PORT |
| SIZE · iShares Trust | 0,22% | 7 501 SH | 19 de agosto de 2026 | Diario |
| EUSA · iShares, Inc. | 0,21% | 31 882 SH | 19 de agosto de 2026 | Diario |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,21% | 22 539 NS | 30 de abril de 2026 | N-PORT |
| ESLV · Strategy Shares | 0,20% | 176 NS | 30 de abril de 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 32 329 NS | 30 de abril de 2026 | N-PORT |
| ESLG · Strategy Shares | 0,20% | 279 NS | 30 de abril de 2026 | N-PORT |
| IWR · iShares Trust | 0,20% | 873 546 SH | 19 de agosto de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,19% | 6 824 NS | 30 de abril de 2026 | N-PORT |
| ESUM · Strategy Shares | 0,19% | 2 146 NS | 30 de abril de 2026 | N-PORT |
| IMCB · iShares Trust | 0,19% | 24 726 SH | 19 de agosto de 2026 | Diario |
| LRND · New York Life Investments ETF Trust | 0,17% | 3 643 NS | 30 de abril de 2026 | N-PORT |
| AVIE · AMERICAN CENTURY ETF TRUST | 0,16% | 155 NS | 31 de mayo de 2026 | N-PORT |
| QYLD · Global X Funds | 0,16% | 98 226 NS | 30 de abril de 2026 | N-PORT |
| QCLR · Global X Funds | 0,15% | 45 NS | 30 de abril de 2026 | N-PORT |
| QYLG · Global X Funds | 0,15% | 1 572 NS | 30 de abril de 2026 | N-PORT |
| QTR · Global X Funds | 0,15% | 32 NS | 30 de abril de 2026 | N-PORT |
| GSEW · Goldman Sachs ETF Trust | 0,15% | 24 910 NS | 31 de mayo de 2026 | N-PORT |
| QRMI · Global X Funds | 0,15% | 174 NS | 30 de abril de 2026 | N-PORT |
| PTNQ · Pacer Funds Trust | 0,14% | 13 104 NS | 30 de abril de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,14% | 2 485 842 SH | 19 de agosto de 2026 | Diario |