NBIX Neurocrine Biosciences, Inc. - Common Stock
$155,47
Cena · Sie 19, 2026
Dane fundamentalne na dzień Lip 31, 2026
Zakres 52 tyg.
$123–$186
51% of range
Ocena Analityków
BUY
36 analysts
Cena Docelowa
$212
+36% upside
P/E (TTM)
33.3
ROE
16.1%
Marża Zysku Netto
16.7%
O Neurocrine Biosciences, Inc. - Common Stock Przegląd firmy z Wikipedii
Neurocrine Biosciences, Inc. is an American biopharmaceutical company founded in 1992. It is headquartered in San Diego, California, and led by CEO Kyle Gano as of October 11, 2024. Neurocrine develops treatments for neurological and endocrine-related diseases and disorders. In 2017, the company's drug valbenazine (Ingrezza) was approved in the US to treat adults with tardive dyskinesia (TD).
Czytaj więcej
Neurocrine Biosciences, Inc. is an American biopharmaceutical company founded in 1992. It is headquartered in San Diego, California, and led by CEO Kyle Gano as of October 11, 2024. Neurocrine develops treatments for neurological and endocrine-related diseases and disorders. In 2017, the company's drug valbenazine (Ingrezza) was approved in the US to treat adults with tardive dyskinesia (TD).
The company is also developing treatments that are in various stages of clinical research for Parkinson's disease, Tourette syndrome, and congenital adrenal hyperplasia and with a partner for endometriosis and uterine fibroids.
History
Neurocrine was founded in San Diego, California, in 1992. The company's academic founders were Wylie Vale of the Salk Institute for Biological Studies, and Lawrence Steinman of Stanford University. The company was backed and organized by Larry Bock of Avalon Ventures among others.
In 1995, the company collaborated with Belgium-based Janssen Pharmaceutica N.V. to develop treatments for psychiatric disorders utilizing corticotropin releasing factor (CRF) antagonists, a class of compounds to treat psychiatric, neurological and gastrointestinal diseases including anxiety, depression and irritable bowel syndrome. The company underwent an IPO in May 1996, listing on the NASDAQ exchange under the symbol NBIX and raising $34.2 million.
In October 1996, Eli Lilly and Company agreed to pay Neurocrine $74 million over five years to develop drugs for obesity and Alzheimer's disease based on its research of CRF-binding protein-ligand inhibitors.
In July 2001, Neurocrine and GlaxoSmithKline entered into a worldwide research, development and commercialization agreement, including a collaborative research program for up to five years to identify and develop CRF-R antagonist compounds. The collaboration also included worldwide development and commercialization of NBI-34041 as well as potential backup candidates resulting from the research program. Neurocrine received upfront fees and early milestone payments totaling $25.5 million.
In December 2002, Neurocrine reached an agreement with Pfizer for the rights to its experimental insomnia drug, indiplon. The deal paid Neurocrine $100 million initially with a possible $300 million more if the drug met regulatory and sales goals. In May 2006, the FDA issued a non-approvable letter for a modified-release 15 mg formulation of indiplon and an approvable letter with stipulations for 5 mg and 10 mg immediate-release formulations. As a result, Pfizer terminated its agreement with Neurocrine. Following a resubmission of the 5 mg and 10 mg formulations in December 2007, Neurocrine's new drug application was deemed 'approvable' but the FDA requested additional studies. The company discontinued development of the drug in the United States. In 2007, Neurocrine partnered with Dainippon Sumitomo Pharma to develop and commercialize indiplon in Japan. The deal paid Neurocrine $20 million up front with the ability to receive milestone payments and royalties based on the commercialization of indiplon in Japan.
Kevin Gorman replaced Gary Lyons as CEO of the company in January 2008. Lyons was CEO and president of the company since its founding and maintained a role on the company's board of directors.
On June 16, 2010, Neurocrine agreed to a deal with AbbVie Inc. (previously Abbott Laboratories) worth up to $575 million with Neurocrine granting AbbVie the worldwide rights to develop and commercialize elagolix, an oral gonadotropin-releasing hormone (GnRH) antagonist to treat endometriosis and uterine fibroids. The deal paid Neurocrine $75 million up front.
In April 2017, the FDA approved valbenazine for the treatment of TD. At the time of approval, it was the first and only drug approved for adults with TD. Neurocrine is also studying valbenazine in clinical trials for the treatment of Tourette Syndrome. In October 2017, Neurocrine announced that it had been granted orphan drug designation status from the FDA for valbenazine for the treatment of pediatric patients with Tourette syndrome.
In February 2017, Neurocrine announced an exclusive licensing agreement for the development and commercialization of the Parkinson's disease drug, opicapone, in North America with the Portugal-based pharmaceutical company Bial. As part of the agreement, Neurocrine provided an upfront payment of $30 million and agreed to fund development activities for FDA approval in the United States. Bial is eligible to receive additional milestone payments of up to $115 million and a percentage of net sales.
In September 2017, AbbVie submitted a NDA to the FDA for elagolix for the management of endometriosis and associated pain. The submission was supported by two similar Phase 3 clinical studies involving 1,700 women. In October 2017, AbbVie and Neurocrine announced that the FDA granted priority review for the elagolix NDA. A final regulatory decision on the drug will come during the third quarter of 2018. The companies are also developing elagolix for the treatment of uterine fibroids which is in Phase III development.
In 2021,Nexera Pharmain Japan licensed out its investigational schizophrenia drug, NBI-1117568, to Neurocrine Biosciences for development.
In August 2024, Neurocrine announced the results of a Phase II clinical trial of NBI-1117568 . The drug demonstrated a 7.5-point improvement in the Positive and Negative Syndrome Scale (PANSS), which was lower than the 8.4-point improvement seen with KarXT (developed by Karuna Therapeutics) and the 12.7-point improvement seen with Emraclidine (developed by Cerevel Therapeutics), both of which were also in clinical trials at the time. Additionally, the study found no dose-dependent response to NBI-1117568. As a result, Neurocrine's stock price fell 19% the following day as investors were disappointed by the results.
Product pipeline
Elagolix – gonadotropin-releasing hormone receptor antagonist undergoing FDA review for the treatment of endometriosis and in clinical trials for uterine fibroids
Opicapone – A once daily catechol-O-methyl transferase inhibitor in trials for Parkinson's disease
NBI-74788 – Corticotropin-releasing factor (CRF) receptor antagonist
NBI-1117568 - A drug that stimulates muscarinic receptors and is used to treat schizophrenia.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
NBIX Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$155.47
Kapitalizacja Rynkowa
$15.56B
P/E (TTM)
33.3
EPS (TTM)
$4.67
Przychody (TTM)
$2.86B
Stopa dywidendy
—
ROE
16.1%
D/E Dług/Kapitał
—
Zakres 52 tyg.
$123 – $186
NBIX Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Configure
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Przychody i Zysk Netto
$2.86B
2016-12-31
→
2025-12-31
EPS
$4.67
2016-12-31
→
2025-12-31
Wolny przepływ pieniężny
$749M
2016-12-31
→
2025-12-31
Marże
16.7%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
NBIX
Mediana porównawcza
P/E (TTM)
33.3
16.9
P/S (TTM)
5.4
9.6
P/B
4.8
7.7
Price / FCF (Cena / FCF)
20.8
—
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
NBIX
Mediana porównawcza
Operating Margin (Marża Operacyjna)
21.6%
—
Net Profit Margin (Marża Zysku Netto)
16.7%
-36.9%
ROA
11.5%
-21.8%
ROE
16.1%
-47.3%
ROIC
12.9%
—
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
NBIX
Mediana porównawcza
Current Ratio (Wskaźnik bieżący)
3.4
3.5
Quick Ratio (Wskaźnik Szybkości)
1.9
—
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
NBIX
Mediana porównawcza
Revenue YoY (Przychody R/R)
21.4%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
24.3%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
22.3%
—
EPS YoY
41.9%
—
Net Income YoY (Zysk Netto R/R)
40.2%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
NBIX
Mediana porównawcza
NBIX Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
36 analityków
- Mocne kupno 14 38,9%
- Kup 17 47,2%
- Trzymaj 5 13,9%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
27 analityków · 2026-08-15
Mediana
$215.00
← Poniżej wszystkich celów
$155.47
Niski
$165.00
Wysoki
$249.00
Średni cel
$215.00
+38,3%
Średnia cel
$211.57
+36,1%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
0.24%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $1.39 | $1.37 | 0.02% |
| 31 marca 2026 | $1.91 | $1.20 | 0.71% |
| 31 grudnia 2025 | $1.91 | $1.20 | 0.71% |
| 30 września 2025 | $2.04 | $1.62 | 0.42% |
| 30 czerwca 2025 | $1.06 | $0.99 | 0.07% |
| 31 marca 2025 | $0.08 | $0.56 | -0.48% |
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| NBIX | $14.20B | 30.4 | 21.4% | 16.7% | 16.1% | — |
| INCY | $19.60B | 15.4 | 21.2% | 25.0% | 27.6% | — |
| MRNA | $11.62B | -4.1 | -39.9% | -145.2% | -31.3% | — |
| UTHR | $21.27B | 17.5 | 10.6% | 41.9% | 18.7% | 87.9% |
| BBIO | $14.90B | -20.2 | 126.3% | -146.0% | 41.2% | — |
| BMRN | $11.43B | 33.0 | 12.9% | 10.8% | 5.8% | — |
| EXEL | $11.44B | 15.7 | 7.0% | 33.7% | 37.3% | — |
| ARWR | $4.68B | -3449.0 | 23258.2% | -0.20% | -0.50% | — |
| MDGL | $13.30B | -45.3 | 432.1% | -30.1% | -44.4% | — |
| HALO | $7.93B | 26.3 | 37.5% | 22.7% | 166.1% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 17
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.86B | $2.36B | $1.89B | $1.49B | $1.13B | $1.05B | $788M | $451M | $162M | $15M | $20M | $0 | |
| Cost of Revenue | $52M | $34M | $40M | $23M | $14M | $10M | · | $5M | $1M | $0 | $0 | · | |
| R&D Expense | · | · | · | · | · | · | · | $161M | $122M | $94M | $81M | $46M | |
| SG&A Expense | $1.16B | $1.01B | $888M | $753M | $583M | $433M | $354M | $249M | $170M | $68M | $32M | $18M | |
| Operating Expenses | $2.24B | $1.78B | $1.64B | $1.24B | $1.03B | $883M | $716M | $414M | $293M | $162M | $114M | $64M | |
| Operating Income | $619M | $570M | $251M | $249M | $102M | $163M | $72M | $37M | $-131M | $-147M | $-94M | $-64M | |
| Interest Expense | · | · | $5M | $7M | $26M | $33M | $32M | $30M | $20M | $0 | $0 | · | |
| Interest Income | · | · | · | · | · | · | · | · | · | $3M | $2M | $629.0K | |
| Other Non-op | $86M | $-84M | $81M | $-35M | $-1M | $-56M | $-26M | $-15M | $-11M | $6M | $20.0K | $18.0K | |
| Pretax Income | $705M | $486M | $332M | $214M | $101M | $107M | $46M | $22M | $-143M | $-141M | · | · | |
| Income Tax | $227M | $145M | $82M | $59M | $12M | $-301M | $10M | $700.0K | $0 | $0 | $0 | $0 | |
| Net Income | $479M | $341M | $250M | $154M | $90M | $407M | $37M | $21M | $-143M | $-141M | $-89M | $-61M | |
| EPS (Basic) | $4.81 | $3.40 | $2.56 | $1.61 | $0.95 | $4.38 | $0.40 | $0.23 | $-1.62 | $-1.63 | $-1.05 | $-0.81 | |
| EPS (Diluted) | $4.67 | $3.29 | $2.47 | $1.56 | $0.92 | $4.16 | $0.39 | $0.22 | $-1.62 | $-1.63 | $-1.05 | $-0.81 | |
| Shares (Basic) | 99,500,000 | 100,400,000 | 97,700,000 | 95,800,000 | 94,600,000 | 93,100,000 | 91,600,000 | 90,200,000 | 88,089,000 | 86,713,000 | 84,496,000 | 74,577,000 | |
| Shares (Diluted) | 102,500,000 | 103,700,000 | 101,000,000 | 98,900,000 | 97,900,000 | 97,800,000 | 95,700,000 | 95,400,000 | 88,089,000 | 86,713,000 | 84,496,000 | 74,577,000 | |
| EBITDA | $619M | $570M | $251M | $249M | $102M | $163M | $72M | $37M | $-131M | $-147M | · | $-64M |
Bilans 28
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $713M | $233M | $251M | $263M | $341M | $187M | $112M | $142M | $255M | $83M | $74M | $31M | |
| Short-term Investments | · | · | · | · | $370M | $614M | $558M | $509M | $261M | $224M | $305M | $163M | |
| Receivables | $687M | $479M | $439M | $350M | $186M | $157M | $127M | $57M | $31M | $0 | · | · | |
| Inventory | $69M | $57M | $38M | $35M | $30M | $28M | $17M | $11M | $1M | $0 | · | · | |
| Prepaid Expense | $171M | $48M | · | · | · | · | · | · | · | · | · | · | |
| Other Current Assets | $116M | $64M | $98M | $79M | $46M | $30M | $17M | $19M | $7M | $3M | $5M | $4M | |
| Current Assets | $2.52B | $1.72B | $1.61B | $1.45B | $973M | $1.02B | $831M | $738M | $555M | $310M | $384M | $198M | |
| PP&E (Net) | $90M | $83M | $71M | $59M | $59M | $45M | $42M | $34M | $11M | $6M | $3M | $3M | |
| PP&E (Gross) | $208M | $189M | $154M | $125M | $110M | $86M | $76M | $62M | $38M | $32M | $30M | $31M | |
| Accum. Depreciation | $118M | $106M | $83M | $66M | $52M | $42M | $34M | $28M | $28M | $26M | $27M | $29M | |
| Goodwill | $6M | $6M | $6M | $5M | $0 | · | · | · | · | · | · | · | |
| Intangibles | $5M | $36M | $36M | $37M | $0 | · | · | · | · | · | · | · | |
| Other Non-current Assets | $49M | $52M | $50M | $25M | $4M | $6M | $0 | · | · | · | · | · | |
| Total Assets | $4.63B | $3.72B | $3.25B | $2.37B | $2.07B | $1.73B | $1.31B | $993M | $818M | $365M | $475M | $243M | |
| Accounts Payable | $674M | $462M | $449M | $348M | $226M | $169M | $141M | $86M | $6M | $5M | $3M | $246.0K | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | $21M | $19M | $12M | |
| Current Liabilities | $743M | $508M | $655M | $538M | $246M | $186M | $565M | $88M | $54M | $30M | $26M | $16M | |
| Capital Leases | $415M | $455M | $258M | $94M | $105M | $94M | $87M | $0 | · | · | · | · | |
| Deferred Tax | $0 | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $220M | $166M | $106M | $30M | $12M | $10M | $17M | $36M | $0 | $113.0K | $221.0K | $260.0K | |
| Total Liabilities | $1.38B | $1.13B | $1.02B | $661M | $698M | $608M | $669M | $512M | $445M | $50M | $50M | $34M | |
| Common Stock | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $91.0K | $89.0K | $87.0K | $86.0K | $76.0K | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | · | $1.04B | |
| Retained Earnings | $448M | $29M | $-157M | $-407M | $-636M | $-725M | $-1.13B | $-1.18B | $-1.20B | $-1.06B | $-915M | $-826M | |
| AOCI | $13M | $6M | $7M | $-8M | $-2M | $2M | $1M | $-2M | $-2M | $-318.0K | $-977.0K | $-277.0K | |
| Stockholders' Equity | $3.25B | $2.59B | $2.23B | $1.71B | $1.37B | $1.13B | $637M | $481M | $372M | $315M | $424M | $209M | |
| Liabilities + Equity | $4.63B | $3.72B | $3.25B | $2.37B | $2.07B | $1.73B | $1.31B | $993M | $818M | $365M | $475M | $243M | |
| Shares Outstanding | 100,100,000 | 99,400,000 | 98,700,000 | 96,500,000 | 94,900,000 | 93,500,000 | 92,300,000 | 90,797,000 | 88,793,903 | 86,883,300 | 86,262,594 | 76,465,942 |
Przepływy pieniężne 15
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | · | $4M | $2M | $1M | $1M | $827.0K | |
| Stock-based Comp | $218M | $196M | $194M | $173M | $134M | $100M | $75M | $58M | $43M | $28M | $28M | $10M | |
| Deferred Tax | $164M | $-123M | $-61M | $22M | $6M | $-311M | $0 | $0 | · | · | · | · | |
| Amort. of Intangibles | $4M | $4M | $4M | $500.0K | $0 | $0 | · | · | · | · | · | · | |
| Operating Cash Flow | $783M | $595M | $390M | $339M | $256M | $228M | $147M | $101M | $-94M | $-106M | $-38M | $-47M | |
| CapEx | $34M | $38M | $28M | $16M | $23M | $11M | $15M | $25M | $7M | $4M | $2M | $2M | |
| Investing Cash Flow | $-264M | $-127M | $-467M | $-177M | $-130M | $4M | $-211M | $-243M | $-251M | $113M | · | · | |
| Stock Issued | $129M | $122M | $65M | $45M | $28M | $29M | $32M | $30M | $14M | $2M | $277M | $139M | |
| Stock Repurchased | $168M | $300M | $0 | $0 | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-38M | $-178M | $65M | $45M | $28M | $29M | $27M | $30M | $14M | $2M | · | $139M | |
| Financing Cash Flow | $-38M | $-487M | $65M | $-234M | $27M | $-158M | $32M | $30M | $517M | $2M | · | · | |
| Net Change in Cash | $480M | $-18M | $-12M | $-73M | $154M | $75M | $-32M | $-112M | $171M | $9M | $43M | $-14M | |
| Taxes Paid | $81M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $749M | $557M | $362M | $323M | $233M | $218M | $137M | $77M | $-101M | $-110M | · | $-49M | |
| Levered FCF | · | · | $358M | $318M | $210M | $92M | $112M | $47M | · | · | · | · |
Rentowność 7
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 21.6% | 24.2% | 13.3% | 16.7% | 9.0% | 15.6% | 9.2% | 8.2% | -81.3% | -982.5% | · | · | |
| Net Margin | 16.7% | 14.5% | 13.2% | 10.4% | 7.9% | 38.9% | 4.7% | 4.7% | -88.2% | -940.6% | · | · | |
| Pretax Margin | 24.7% | 20.6% | 17.6% | 14.4% | 8.9% | 10.2% | 5.9% | 4.8% | · | · | · | · | |
| EBITDA Margin | 21.6% | 24.2% | 13.3% | 16.7% | 9.0% | 15.6% | 9.2% | 8.2% | -81.3% | -982.5% | · | · | |
| ROA | 11.5% | 9.8% | 8.9% | 7.0% | 4.7% | 26.8% | 3.2% | 2.3% | -24.1% | -33.6% | · | -30.4% | |
| ROE | 16.1% | 12.9% | 11.8% | 9.5% | 6.6% | 42.2% | 6.1% | 4.5% | -41.5% | -38.2% | · | -36.8% | |
| ROIC | 12.9% | 15.5% | 8.5% | 10.5% | 6.6% | 55.2% | 9.0% | 7.4% | · | · | · | · |
Płynność i wypłacalność 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.4 | 3.4 | 2.5 | 2.7 | 4.0 | 5.4 | 1.5 | 8.4 | 10.2 | 10.2 | · | 12.7 | |
| Quick Ratio | 1.9 | 1.4 | 1.1 | 1.1 | 3.6 | 5.1 | 1.4 | 2.2 | 10.1 | 10.1 | · | 12.4 | |
| Interest Coverage | · | · | 54.5 | 35.1 | 4.0 | 5.0 | 2.3 | 1.2 | -6.7 | · | · | · |
Efektywność 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.7 | 0.7 | 0.7 | 0.6 | 0.7 | 0.7 | 0.5 | 0.3 | 0.0 | · | 0.0 | |
| Inventory Turnover | 0.8 | 0.7 | 1.1 | 0.7 | · | · | · | 0.8 | · | · | · | · | |
| Receivables Turnover | 4.9 | 5.1 | 4.8 | 5.6 | 6.6 | 7.4 | 8.6 | 10.3 | 10.4 | · | · | · |
Stopy Wzrostu 9
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 21.4% | 24.8% | 26.8% | 31.3% | 8.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 24.3% | 27.6% | 21.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 22.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 41.9% | 33.2% | 58.3% | 69.6% | -77.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 44.1% | 52.9% | -16.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 2.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 40.2% | 36.7% | 61.6% | 72.4% | -78.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 45.8% | 56.2% | -15.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 3.3% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.86B | $2.36B | $1.89B | $1.49B | $1.13B | $1.05B | $788M | $451M | $162M | $15M | $20M | $0 | |
| Net Income TTM | $479M | $341M | $250M | $154M | $90M | $407M | $37M | $21M | $-143M | $-141M | $-89M | $-61M | |
| Market Cap | $14.20B | $13.57B | $13.00B | $11.53B | $8.08B | $8.96B | $9.92B | $6.48B | $6.89B | $3.36B | · | $1.71B | |
| P/E | 30.4 | 41.5 | 53.3 | 76.6 | 92.6 | 23.0 | 275.6 | 324.6 | -47.9 | -23.7 | -53.9 | -27.6 | |
| P/S | 5.0 | 5.8 | 6.9 | 7.7 | 7.1 | 8.6 | 12.6 | 14.4 | 42.6 | 224.2 | · | · | |
| P/B | 4.4 | 5.2 | 5.8 | 6.7 | 5.9 | 8.0 | 15.6 | 13.5 | 18.5 | 10.7 | · | 8.2 | |
| P / Tangible Book | 4.4 | 5.3 | 5.9 | 6.9 | 5.9 | 8.0 | · | · | · | · | · | · | |
| P / Cash Flow | 18.1 | 22.8 | 33.4 | 34.0 | 31.5 | 39.2 | 65.2 | 64.0 | -73.0 | -31.7 | · | -36.2 | |
| P / FCF | 19.0 | 24.4 | 36.0 | 35.7 | 34.7 | 41.2 | 72.2 | 84.7 | -68.0 | -30.5 | · | -35.0 | |
| Earnings Yield | 3.3% | 2.4% | 1.9% | 1.3% | 1.1% | 4.3% | 0.36% | 0.31% | -2.1% | -4.2% | -1.9% | -3.6% |
Rachunek zysków i strat 15
| Wskaźnik | Trend | 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 | $959M | $814M | $806M | $795M | $688M | $573M | $628M | $622M | $590M | $515M | $515M | $499M | $453M | $420M | $412M | $388M | |
| Cost of Revenue | · | $14M | $18M | $14M | $11M | $9M | $9M | $8M | $9M | $8M | $8M | $11M | $12M | $8M | $8M | $6M | |
| SG&A Expense | $440M | $318M | $302M | $292M | $286M | $276M | $288M | $234M | $242M | $243M | $219M | $204M | $222M | $243M | $183M | $186M | |
| Operating Expenses | $808M | $621M | $595M | $556M | $542M | $549M | $486M | $438M | $445M | $416M | $365M | $358M | $379M | $535M | $309M | $300M | |
| Operating Income | $152M | $193M | $211M | $239M | $146M | $24M | $142M | $184M | $145M | $99M | $150M | $141M | $74M | $-114M | $103M | $88M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $1M | · | $1M | $1M | $1M | · | $1M | |
| Other Non-op | $11M | $53M | $28M | $53M | $14M | $-9M | $21M | $6M | $-47M | $-65M | $48M | $-26M | $48M | $11M | $14M | $10M | |
| Pretax Income | $162M | $247M | $239M | $292M | $160M | $15M | $163M | $190M | $99M | $34M | $198M | $116M | $122M | $-103M | $118M | $98M | |
| Income Tax | $18M | $49M | $86M | $82M | $52M | $7M | $60M | $60M | $34M | $-9M | $50M | $32M | $26M | $-27M | $29M | $29M | |
| Net Income | $144M | $198M | $154M | $210M | $108M | $8M | $103M | $130M | $65M | $43M | $148M | $83M | $96M | $-77M | $89M | $68M | |
| EPS (Basic) | $1.43 | $1.97 | $1.53 | $2.11 | $1.09 | $0.08 | $1.05 | $1.28 | $0.64 | $0.43 | $1.52 | $0.85 | $0.98 | $-0.79 | $0.92 | $0.72 | |
| EPS (Diluted) | $1.39 | $1.91 | $1.49 | $2.04 | $1.06 | $0.08 | $1.00 | $1.24 | $0.63 | $0.42 | $1.49 | $0.82 | $0.95 | $-0.79 | $0.91 | $0.69 | |
| Shares (Basic) | 101,000,000 | 100,500,000 | -198,600,000 | 99,400,000 | 99,000,000 | 99,700,000 | -201,300,000 | 101,100,000 | 100,800,000 | 99,800,000 | -194,900,000 | 97,900,000 | 97,600,000 | 97,100,000 | -190,900,000 | 95,800,000 | |
| Shares (Diluted) | 104,200,000 | 103,400,000 | -203,500,000 | 102,500,000 | 101,000,000 | 102,500,000 | -208,100,000 | 104,300,000 | 103,900,000 | 103,600,000 | -197,400,000 | 101,100,000 | 100,200,000 | 97,100,000 | -193,300,000 | 99,000,000 | |
| EBITDA | $152M | $193M | · | $239M | $146M | $24M | · | $184M | $145M | $99M | · | $141M | $74M | $-114M | · | $88M |
Bilans 25
| Wskaźnik | Trend | 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 | $332M | $266M | $713M | $340M | $264M | $194M | $233M | $349M | $140M | $396M | · | $294M | $160M | $104M | · | $212M | |
| Receivables | $887M | $768M | $687M | $728M | $596M | $516M | $479M | $481M | $468M | $451M | · | $418M | $388M | $392M | · | $301M | |
| Inventory | $104M | $64M | $69M | $69M | $57M | $59M | $57M | $46M | $42M | $37M | · | $29M | $32M | $33M | · | $37M | |
| Prepaid Expense | $217M | $225M | $171M | $178M | · | · | $48M | · | · | · | · | · | · | · | · | · | |
| Other Current Assets | $39M | $62M | $116M | $68M | $121M | $119M | $64M | $122M | $120M | $100M | · | $108M | $101M | $113M | · | $68M | |
| Current Assets | $1.64B | $2.44B | $2.52B | $2.16B | $1.75B | $1.64B | $1.72B | $1.88B | $1.67B | $1.80B | · | $1.65B | $1.50B | $1.43B | · | $1.21B | |
| PP&E (Net) | $90M | $91M | $90M | $97M | $92M | $87M | $83M | $80M | $80M | $75M | · | $69M | $66M | $63M | · | $61M | |
| PP&E (Gross) | · | · | $208M | · | · | · | $189M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $118M | · | · | · | $106M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $501M | · | · | · | · | · | · | $6M | $6M | $6M | · | $6M | $6M | $6M | $5M | · | |
| Intangibles | $2.23B | · | · | $36M | $37M | $36M | · | $34M | $34M | $34M | · | $35M | $37M | $37M | · | · | |
| Other Non-current Assets | $59M | $74M | $60M | $20M | $22M | $15M | $52M | $62M | $58M | $51M | · | $43M | $36M | $25M | · | $10M | |
| Total Assets | $5.36B | $4.91B | $4.63B | $4.27B | $3.89B | $3.69B | $3.72B | $3.54B | $3.31B | $3.47B | · | $2.85B | $2.61B | $2.36B | · | $2.14B | |
| Accounts Payable | $808M | $773M | $674M | $584M | $490M | $475M | $462M | $393M | $358M | $417M | · | $503M | $392M | $356M | · | $298M | |
| Current Liabilities | $874M | $832M | $743M | $638M | $546M | $523M | $508M | $430M | $398M | $713M | · | $692M | $582M | $374M | · | $485M | |
| Capital Leases | $402M | $406M | $415M | $428M | $439M | $448M | $455M | $251M | $256M | $253M | · | $86M | $89M | $90M | · | $97M | |
| Deferred Tax | $92M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $298M | $261M | $220M | $196M | $210M | $182M | $166M | $135M | $141M | $120M | · | $69M | $88M | $41M | · | $17M | |
| Total Liabilities | $1.67B | $1.50B | $1.38B | $1.26B | $1.20B | $1.15B | $1.13B | $816M | $796M | $1.09B | · | $846M | $760M | $675M | · | $599M | |
| Common Stock | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | · | $100.0K | $100.0K | $100.0K | · | $100.0K | |
| Retained Earnings | $724M | $590M | $448M | $294M | $84M | $-5M | $29M | $81M | $-49M | $-114M | · | $-305M | $-388M | $-483M | · | $-496M | |
| AOCI | $5M | $400.0K | $13M | $13M | $12M | $9M | $6M | $14M | $2M | $3M | · | $-2M | $-1M | $-3M | · | $-14M | |
| Stockholders' Equity | $3.69B | $3.41B | $3.25B | $3.00B | $2.69B | $2.54B | $2.59B | $2.72B | $2.51B | $2.39B | $2.23B | $2.00B | $1.85B | $1.68B | $1.71B | $1.54B | |
| Liabilities + Equity | $5.36B | $4.91B | $4.63B | $4.27B | $3.89B | $3.69B | $3.72B | $3.54B | $3.31B | $3.47B | · | $2.85B | $2.61B | $2.36B | · | $2.14B | |
| Shares Outstanding | 101,600,000 | 100,600,000 | 100,100,000 | 99,700,000 | 99,000,000 | 99,000,000 | 99,400,000 | 101,200,000 | 100,900,000 | 100,600,000 | · | 98,200,000 | 97,600,000 | 97,500,000 | · | 96,100,000 |
Przepływy pieniężne 12
| Wskaźnik | Trend | 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 | $65M | $57M | $59M | $54M | $53M | $53M | $66M | $42M | $43M | $44M | $38M | $48M | $68M | $40M | $44M | $43M | |
| Amort. of Intangibles | $16M | $100.0K | $1M | $1M | $1M | $1M | $900.0K | $900.0K | $900.0K | $900.0K | $800.0K | $900.0K | $900.0K | $900.0K | $500.0K | $0 | |
| Operating Cash Flow | $136M | $146M | $388M | $228M | $102M | $65M | $242M | $158M | $65M | $130M | $124M | $212M | $180M | $-125M | $143M | $99M | |
| CapEx | $8M | $9M | $-2M | $13M | $12M | $11M | $7M | $8M | $12M | $11M | $5M | $8M | $7M | $8M | $2M | $-2M | |
| Investing Cash Flow | $-135M | $-506M | $-53M | $-197M | $-29M | $14M | $-68M | $25M | $-28M | $-55M | $-202M | $-97M | $-126M | $-42M | $-116M | $-61M | |
| Stock Issued | $85M | $24M | $37M | $46M | $14M | $32M | $10M | $26M | $16M | $70M | $35M | $19M | $3M | $8M | $25M | $11M | |
| Stock Repurchased | $12M | $54M | $0 | $0 | $18M | $150M | $300M | $0 | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | · | $-30M | · | · | · | $-118M | · | · | · | $70M | · | · | · | $8M | · | · | |
| Financing Cash Flow | $63M | $-86M | $37M | $46M | $-3M | $-118M | $-290M | $26M | $-293M | $70M | $35M | $19M | $3M | $8M | $25M | $11M | |
| Net Change in Cash | $64M | $-446M | $373M | $76M | $70M | $-39M | $-116M | $209M | $-257M | $145M | $-43M | $134M | $57M | $-159M | $51M | $49M | |
| Free Cash Flow | · | $137M | · | · | · | $54M | · | · | · | $119M | · | · | · | $-134M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $118M | · | · | · | $-135M | · | · |
Rentowność 7
| Wskaźnik | Trend | 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 | 15.8% | 23.7% | · | 30.1% | 21.2% | 4.1% | · | 29.5% | 24.6% | 19.3% | · | 28.3% | 16.3% | -27.2% | · | 22.6% | |
| Net Margin | 15.1% | 24.3% | · | 26.4% | 15.6% | 1.4% | · | 20.9% | 11.0% | 8.4% | · | 16.7% | 21.1% | -18.2% | · | 17.7% | |
| Pretax Margin | 16.9% | 30.3% | · | 36.7% | 23.2% | 2.6% | · | 30.6% | 16.7% | 6.7% | · | 23.2% | 26.9% | -24.6% | · | 25.2% | |
| EBITDA Margin | 15.8% | 23.7% | · | 30.1% | 21.2% | 4.1% | · | 29.5% | 24.6% | 19.3% | · | 28.3% | 16.3% | -27.2% | · | 22.6% | |
| ROA | 3.1% | 4.6% | · | 5.4% | 3.0% | 0.22% | · | 4.1% | 2.2% | 1.5% | · | 3.3% | 4.1% | -3.4% | · | 3.3% | |
| ROE | 4.5% | 6.7% | · | 7.3% | 4.1% | 0.32% | · | 5.5% | 3.0% | 2.1% | · | 4.7% | 5.8% | -5.0% | · | 4.7% | |
| ROIC | 3.6% | 4.5% | · | 5.7% | 3.6% | 0.50% | · | 4.6% | 3.8% | 5.2% | · | 5.1% | 3.1% | -5.0% | · | 4.0% |
Płynność i wypłacalność 3
| Wskaźnik | Trend | 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 | 1.9 | 2.9 | · | 3.4 | 3.2 | 3.1 | · | 4.4 | 4.2 | 2.5 | · | 2.4 | 2.6 | 3.8 | · | 2.5 | |
| Quick Ratio | 1.4 | 1.2 | · | 1.7 | 1.6 | 1.4 | · | 1.9 | 1.5 | 1.2 | · | 1.0 | 0.9 | 1.3 | · | 1.1 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 90.3 | · | 128.4 | 56.6 | -103.8 | · | 73.2 |
Efektywność 3
| Wskaźnik | Trend | 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 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | · | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.3 | 0.4 | 0.3 | · | 0.2 | |
| Receivables Turnover | 1.3 | 1.3 | · | 1.3 | 1.3 | 1.2 | · | 1.4 | 1.4 | 1.2 | · | 1.4 | 1.4 | 1.3 | · | 1.7 |
Wycena (TTM) 10
| Wskaźnik | Trend | 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 | $3.26B | $2.87B | · | $2.68B | $2.47B | $2.30B | · | $2.23B | $2.06B | $1.89B | · | $1.76B | $1.64B | $1.50B | · | $1.37B | |
| Net Income TTM | $659M | $523M | · | $455M | $310M | $246M | · | $321M | $287M | $145M | · | $170M | $70M | $-11M | · | $88M | |
| Market Cap | $17.12B | $13.25B | · | $14.00B | $12.44B | $10.95B | · | $11.66B | $13.89B | $13.87B | · | $11.05B | $9.20B | $9.87B | · | $10.21B | |
| P/E | 26.3 | 25.9 | · | 31.8 | 41.8 | 46.7 | · | 37.0 | 48.8 | 98.5 | · | 67.4 | 140.7 | -723.0 | · | 120.7 | |
| P/S | 5.3 | 4.6 | · | 5.2 | 5.0 | 4.8 | · | 5.2 | 6.8 | 7.4 | · | 6.3 | 5.6 | 6.6 | · | 7.4 | |
| P/B | 4.6 | 3.9 | · | 4.7 | 4.6 | 4.3 | · | 4.3 | 5.5 | 5.8 | · | 5.5 | 5.0 | 5.9 | · | 6.6 | |
| P / Tangible Book | 17.7 | 3.9 | · | 4.7 | 4.7 | 4.4 | · | 4.4 | 5.6 | 5.9 | · | 5.6 | 5.1 | 6.0 | · | 6.6 | |
| P / Cash Flow | · | 90.9 | · | · | · | 169.0 | · | · | · | 106.5 | · | · | · | -78.8 | · | · | |
| P / FCF | · | 96.9 | · | · | · | 202.4 | · | · | · | 116.5 | · | · | · | -73.8 | · | · | |
| Earnings Yield | 3.8% | 3.9% | · | 3.1% | 2.4% | 2.1% | · | 2.7% | 2.1% | 1.0% | · | 1.5% | 0.71% | -0.14% | · | 0.83% |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Przychody | $2.86B | $2.36B | $1.89B | $1.49B | $1.13B |
| Marża Operacyjna % | 21.6% | 24.2% | 13.3% | 16.7% | 9.0% |
| Zysk netto | $479M | $341M | $250M | $154M | $90M |
| Rozwodniony EPS | $4.67 | $3.29 | $2.47 | $1.56 | $0.92 |
Bilans
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 3.4 | 3.4 | 2.5 | 2.7 | 4.0 |
| Wskaźnik Szybkości | 1.9 | 1.4 | 1.1 | 1.1 | 3.6 |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $749M | $557M | $362M | $323M | $233M |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
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Właściciele instytucjonalni (13F) 827 emitentów · $10.1B łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 153 (+61 vs poprzedni kw.) | 62 (-37 vs poprzedni kw.) | 300 (+11 vs poprzedni kw.) | 223 (+8 vs poprzedni kw.) | +9.4M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| Dodge & Cox | $941 218 594 | 5 584 707 | 9,32% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $838 307 078 | 4 974 083 | 8,30% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $766 048 708 | 4 545 339 | 7,59% | Akcje |
| STATE STREET CORP | $739 126 759 | 4 385 598 | 7,32% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $393 680 402 | 2 335 897 | 3,90% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $349 922 479 | 2 076 260 | 3,47% | Akcje |
| Vestal Point Capital, LP | $316 845 800 | 1 880 000 | 3,14% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $294 151 210 | 1 750 392 | 2,91% | Akcje |
| RTW INVESTMENTS, LP | $213 689 740 | 1 267 925 | 2,12% | Akcje |
| NORGES BANK | $164 132 866 | 973 880 | 1,63% | Akcje |
| FIRST TRUST ADVISORS LP | $155 578 851 | 923 125 | 1,54% | Akcje |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $122 375 286 | 726 112 | 1,21% | Akcje |
| TWO SIGMA ADVISERS, LP | $119 504 823 | 842 592 | 1,18% | Akcje |
| Swedbank AB | $109 730 107 | 651 082 | 1,09% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $109 170 737 | 647 763 | 1,08% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $109 070 816 | 647 171 | 1,08% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $104 238 729 | 618 499 | 1,03% | Akcje |
| Caisse de depot et placement du Quebec | $91 002 327 | 539 961 | 0,90% | Akcje |
| ARMISTICE CAPITAL, LLC | $90 307 457 | 535 838 | 0,89% | Akcje |
| PRIMECAP MANAGEMENT CO/CA/ | $82 807 988 | 491 340 | 0,82% | Akcje |
| AMERIPRISE FINANCIAL INC | $79 666 260 | 472 708 | 0,79% | Akcje |
| Hood River Capital Management LLC | $79 082 184 | 469 233 | 0,78% | Akcje |
| ROYAL BANK OF CANADA | $73 348 000 | 435 207 | 0,73% | Akcje |
| Pictet Asset Management Holding SA | $72 751 030 | 430 635 | 0,72% | Akcje |
| Gotham Asset Management, LLC | $62 622 213 | 371 568 | 0,62% | Akcje |
| Fiera Capital Corp | $61 558 083 | 365 254 | 0,61% | Akcje |
| BlackRock, Inc. | $61 129 161 | 362 709 | 0,61% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $60 767 710 | 461 270 | 0,60% | Akcje |
| Vinva Investment Management Ltd | $58 838 530 | 346 109 | 0,58% | Akcje |
| AustralianSuper Pty Ltd | $58 817 535 | 348 993 | 0,58% | Akcje |
| GOLDMAN SACHS GROUP INC | $58 206 259 | 345 366 | 0,58% | Akcje |
| BRAIDWELL LP | $56 656 579 | 336 171 | 0,56% | Akcje |
| RHUMBLINE ADVISERS | $52 723 054 | 312 832 | 0,52% | Akcje |
| Clearbridge Investments, LLC | $47 391 031 | 281 194 | 0,47% | Akcje |
| SEIZERT CAPITAL PARTNERS, LLC | $46 740 991 | 277 337 | 0,46% | Akcje |
| Swiss National Bank | $45 319 062 | 268 900 | 0,45% | Akcje |
| BARCLAYS PLC | $44 228 304 | 262 428 | 0,44% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $44 187 600 | 262 192 | 0,44% | Akcje |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $44 038 027 | 261 299 | 0,44% | Akcje |
| Candriam S.C.A. | $43 932 854 | 260 926 | 0,44% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $43 921 064 | 260 605 | 0,43% | Akcje |
| FMR LLC | $40 551 501 | 240 612 | 0,40% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $40 285 595 | 239 034 | 0,40% | Akcje |
| California Public Employees Retirement System | $39 090 345 | 231 942 | 0,39% | Akcje |
| RENAISSANCE GROUP LLC | $38 589 515 | 228 970 | 0,38% | Akcje |
| Assenagon Asset Management S.A. | $37 516 902 | 222 606 | 0,37% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $37 508 000 | 222 554 | 0,37% | Akcje |
| Sumitomo Mitsui Trust Group, Inc. | $36 317 270 | 215 488 | 0,36% | Akcje |
| Carmignac Gestion | $36 083 344 | 214 100 | 0,36% | Akcje |
| PFM Health Sciences, LP | $35 966 549 | 213 407 | 0,36% | Akcje |
| Bridgewater Associates, LP | $34 663 773 | 205 677 | 0,34% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $34 304 966 | 203 548 | 0,34% | Akcje |
| Nantahala Capital Management, LLC | $33 707 000 | 200 000 | 0,33% | Opcja kupna |
| BANK OF AMERICA CORP /DE/ | $32 143 164 | 190 721 | 0,32% | Akcje |
| MORGAN STANLEY | $32 058 612 | 190 219 | 0,32% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $31 213 608 | 185 200 | 0,31% | Opcja sprzedaży |
| FULLER & THALER ASSET MANAGEMENT, INC. | $30 192 001 | 179 149 | 0,30% | Akcje |
| PRUDENTIAL FINANCIAL INC | $29 909 064 | 177 465 | 0,30% | Akcje |
| SEB Asset Management AB | $29 789 208 | 176 754 | 0,30% | Akcje |
| Ensign Peak Advisors, Inc | $29 653 059 | 175 946 | 0,29% | Akcje |
| IEQ CAPITAL, LLC | $29 628 432 | 175 800 | 0,29% | Akcje |
| MACKENZIE FINANCIAL CORP | $29 609 071 | 175 685 | 0,29% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $29 573 511 | 175 474 | 0,29% | Akcje |
| Korea Investment CORP | $29 154 701 | 172 989 | 0,29% | Akcje |
| PKO BP BANKOWY Universal Pension Society JSC | $28 786 115 | 170 802 | 0,29% | Akcje |
| Zurich Insurance Group Ltd/FI | $28 618 254 | 169 806 | 0,28% | Akcje |
| Impax Asset Management Group plc | $26 965 600 | 160 000 | 0,27% | Akcje |
| Nearwater Capital Markets, Ltd | $26 122 925 | 155 000 | 0,26% | Akcje |
| Mariner, LLC | $25 627 342 | 152 055 | 0,25% | Akcje |
| Integral Health Asset Management, LLC | $25 281 000 | 150 000 | 0,25% | Akcje |
| Rock Springs Capital Management LP | $24 395 441 | 144 750 | 0,24% | Akcje |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $23 738 829 | 140 854 | 0,24% | Akcje |
| Fisher Asset Management, LLC | $22 769 751 | 135 104 | 0,23% | Akcje |
| Aware Super Pty Ltd as trustee of Aware Super | $22 056 175 | 130 870 | 0,22% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $22 009 323 | 130 592 | 0,22% | Akcje |
| Hudson Bay Capital Management LP | $21 909 550 | 130 000 | 0,22% | Akcje |
| Life Cycle Investment Partners Ltd | $21 287 319 | 126 308 | 0,21% | Akcje |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $20 937 370 | 147 623 | 0,21% | Akcje |
| DNB Asset Management AS | $20 280 996 | 120 337 | 0,20% | Akcje |
| JANE STREET GROUP, LLC | $20 072 518 | 119 100 | 0,20% | Opcja sprzedaży |
| Sarissa Capital Management LP | $19 639 889 | 116 533 | 0,19% | Akcje |
| Andra AP-fonden | $19 522 682 | 148 191 | 0,19% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $19 061 140 | 113 099 | 0,19% | Akcje |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $18 885 863 | 112 059 | 0,19% | Akcje |
| Man Group plc | $18 859 404 | 111 902 | 0,19% | Akcje |
| Mitsubishi UFJ Asset Management Co., Ltd. | $18 788 956 | 111 484 | 0,19% | Akcje |
| UBS Group AG | $18 243 577 | 108 248 | 0,18% | Akcje |
| Robeco Institutional Asset Management B.V. | $18 197 736 | 107 976 | 0,18% | Akcje |
| LOOMIS SAYLES & CO L P | $18 108 412 | 107 446 | 0,18% | Akcje |
| Retirement Systems of Alabama | $17 527 134 | 103 997 | 0,17% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $17 474 389 | 132 643 | 0,17% | Akcje |
| ING GROEP NV | $17 224 277 | 102 200 | 0,17% | Akcje |
| Legal & General Group Plc | $17 176 748 | 101 918 | 0,17% | Akcje |
| RICE HALL JAMES & ASSOCIATES, LLC | $16 886 364 | 100 195 | 0,17% | Akcje |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $16 827 572 | 99 912 | 0,17% | Akcje |
| CWM, LLC | $16 696 728 | 126 740 | 0,17% | Akcje |
| CAPITAL FUND MANAGEMENT S.A. | $16 536 148 | 98 117 | 0,16% | Akcje |
| Clark Capital Management Group, Inc. | $15 629 612 | 92 738 | 0,15% | Akcje |
| Distillate Capital Partners LLC | $15 604 993 | 92 592 | 0,15% | Akcje |
| LAZARD ASSET MANAGEMENT LLC | $15 399 211 | 91 371 | 0,15% | Akcje |
Insiderzy spółki 42 insiderów · 21 dyrektorzy generalni · 15 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Kyle Gano | Chief Executive Officer | 13 lutego 2025 M | 139 907 | 0 | 0 | $0 |
| Matt Abernethy | Chief Financial Officer | 13 lutego 2025 M | 35 810 | 0 | 0 | $0 |
| Timothy Coughlin | Chief Financial Officer | 6 lutego 2017 S | 137 961 | 0 | 0 | $0 |
| David-Alexandre C Gros | President & COO | 6 lutego 2017 A | — | 0 | 0 | $0 |
| Ingrid Delaet | Chief Regulatory Officer | 10 lipca 2026 M | 16 225 | 0 | 5 | $-3 747 962 |
| Darin Lippoldt | Chief Legal Officer | 9 lipca 2026 M | 54 729 | 0 | 4 | $-3 497 443 |
| Sanjay Chandru Keswani | Chief Medical Officer | 2 czerwca 2026 F | 1 479 | 0 | 0 | $0 |
| Julie Cooke | Chief Human Resources Officer | 2 czerwca 2026 M | 22 374 | 0 | 1 | $-2 200 685 |
| David W. Boyer | Chief Corp. Affairs Officer | 13 lutego 2025 M | 3 565 | 0 | 0 | $0 |
| Eiry Roberts | Chief Medical Officer | 13 lutego 2025 M | 35 640 | 0 | 0 | $0 |
| Eric Benevich | Chief Commercial Officer | 13 lutego 2025 M | 44 689 | 0 | 0 | $0 |
| Malcolm Lloyd-Smith | Chief Integration Officer | 8 lutego 2023 S | 42 337 | 0 | 0 | $0 |
| Dimitri E. Grigoriadis | Chief Research Officer | 31 stycznia 2022 A | 82 273 | 0 | 0 | $0 |
| Haig P. Bozigian | Chief Development Officer | 8 lutego 2021 A | 157 651 | 0 | 0 | $0 |
| Christopher Flint Obrien | Former Chief Medical Officer | 5 lutego 2018 A | 55 946 | 0 | 0 | $0 |
| VALEUR JENSEN MARGARET E | EVP and General Counsel | 31 sierpnia 2011 A | 118 256 | 0 | 0 | $0 |
| Richard J Ranieri | Sr. VP, Human Resources | 27 lutego 2008 A | 9 667 | 0 | 0 | $0 |
| Wendall Wierenga | EVP, Research & Development | 19 stycznia 2006 A | 5 023 | 0 | 0 | $0 |
| Henry Pan | Executive VP and CMO | 3 czerwca 2005 A | 11 216 | 0 | 0 | $0 |
| Robert J Little | SVP, Commercial Operations | 18 lutego 2005 A | — | 0 | 0 | $0 |
| SAUNDERS JOHN | Vice President Research (Chem) | 18 grudnia 2003 S | 7 966 | 0 | 0 | $0 |
| Leslie V Norwalk | Dyrektor | 29 lipca 2026 M | 2 430 | 0 | 2 | $-437 584 |
| SHERWIN STEPHEN A | Dyrektor | 5 czerwca 2026 M | 15 860 | 0 | 5 | $-4 132 990 |
| William H Rastetter | Dyrektor | 27 maja 2026 A | 43 678 | 0 | 1 | $-2 732 760 |
| Kevin Charles Gorman | Dyrektor | 27 maja 2026 A | 511 293 | 0 | 1 | $-37 824 431 |
| Christine A Poon | Dyrektor | 27 maja 2026 A | 4 753 | 0 | 0 | $0 |
| POPS RICHARD F | Dyrektor | 27 maja 2026 A | 37 798 | 0 | 1 | $-2 364 750 |
| LYONS GARY A | Dyrektor | 27 maja 2026 A | 122 141 | 0 | 1 | $-2 289 150 |
| MORROW GEORGE J | Dyrektor | 27 maja 2026 A | 10 386 | 0 | 1 | $-2 150 550 |
| Johanna Mercier | Dyrektor | 22 maja 2025 M | 3 535 | 0 | 0 | $0 |
| Alfred Sandrock | Dyrektor | 22 maja 2019 A | — | 0 | 0 | $0 |
| Corinne H Nevinny | Dyrektor | 24 maja 2018 A | 43 283 | 0 | 0 | $0 |
| Thomas W Mitchell | Dyrektor | 28 maja 2015 A | 1 000 | 0 | 0 | $0 |
| VALE WYLIE W | Dyrektor | 25 maja 2011 A | 231 372 | 0 | 0 | $0 |
| Adrian Adams | Dyrektor | 30 czerwca 2006 A | — | 0 | 0 | $0 |
| NEUROCRINE BIOSCIENCES INC | Posiadacz 10% | 23 lutego 2023 P | 8 575 316 | 0 | 0 | $0 |
| Jude Onyia | — | 4 sierpnia 2026 G | 20 996 | 0 | 1 | $-1 762 710 |
| Shalini Sharp | — | 27 maja 2026 A | 4 088 | 0 | 0 | $0 |
| MOLLICA JOSEPH A | — | 22 maja 2017 A | 56 042 | 0 | 0 | $0 |
| HAWRAN PAUL W | — | 18 września 2006 J | 132 000 | 0 | 0 | $0 |
| Lawrence Steinman | — | 2 marca 2005 S | 15 500 | 0 | 0 | $0 |
| CONLON PAUL J | — | 16 grudnia 2003 S | 57 335 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 1 akcja
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| Neurocrine Biosciences, Inc. ×3 zgłoszenia | 24 lutego 2023 | — | Pierwotne zgłoszenie | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Posiadanie ETF-ów Posiadane przez 129 funduszy ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| IBRN · iShares Trust | 3,71% | 1 793 SH | 8 sierpnia 2026 | Dziennie |
| PBE · Invesco Exchange-Traded Fund Trust | 2,51% | 55 704 SH | 8 sierpnia 2026 | Dziennie |
| MCOW · Pacer Funds Trust | 2,17% | 162 NS | 30 kwietnia 2026 | N-PORT |
| FGSI · First Trust Exchange-Traded Fund IV | 2,01% | 457 NS | 30 kwietnia 2026 | N-PORT |
| POWA · Invesco Exchange-Traded Self-Indexe… | 1,97% | 22 094 SH | 8 sierpnia 2026 | Dziennie |
| SMRI · EA Series Trust | 1,95% | 79 947 NS | 30 kwietnia 2026 | N-PORT |
| GRPM · Invesco Exchange-Traded Fund Trust | 1,78% | 55 458 SH | 8 sierpnia 2026 | Dziennie |
| XMHQ · Invesco Exchange-Traded Fund Trust | 1,74% | 599 955 SH | 8 sierpnia 2026 | Dziennie |
| BUL · Pacer Funds Trust | 1,66% | 16 032 NS | 30 kwietnia 2026 | N-PORT |
| BBP · ETFis Series Trust I | 1,38% | 6 192 NS | 30 kwietnia 2026 | N-PORT |
| ILDR · First Trust Exchange-Traded Fund VI… | 1,29% | 23 318 NS | 31 maja 2026 | N-PORT |
| IBB · iShares Trust | 1,22% | 725 434 SH | 8 sierpnia 2026 | Dziennie |
| RFG · Invesco Exchange-Traded Fund Trust | 1,16% | 25 502 SH | 8 sierpnia 2026 | Dziennie |
| AGNG · Global X Funds | 1,12% | 5 792 NS | 31 maja 2026 | N-PORT |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 1,12% | 5 472 SH | 8 sierpnia 2026 | Dziennie |
| LABU · Direxion Shares ETF Trust | 0,95% | 37 476 NS | 30 kwietnia 2026 | N-PORT |
| AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 0,93% | 7 516 NS | 30 kwietnia 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,89% | 99 214 SH | 8 sierpnia 2026 | Dziennie |
| FXH · First Trust Exchange-Traded AlphaDE… | 0,87% | 57 454 NS | 30 kwietnia 2026 | N-PORT |
| IJK · iShares Trust | 0,86% | 588 275 SH | 8 sierpnia 2026 | Dziennie |
| COWG · Pacer Funds Trust | 0,81% | 132 963 NS | 30 kwietnia 2026 | N-PORT |
| BIB · ProShares Trust | 0,80% | 3 712 NS | 31 maja 2026 | N-PORT |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 0,79% | 57 321 SH | 8 sierpnia 2026 | Dziennie |
| TMFX · RBB Fund, Inc. | 0,76% | 1 542 NS | 31 maja 2026 | N-PORT |
| ABOT · Abacus FCF ETF Trust | 0,72% | 240 NS | 30 kwietnia 2026 | N-PORT |
| CLSE · Trust for Professional Managers | 0,66% | 25 529 NS | 31 maja 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,64% | 136 NS | 29 maja 2026 | N-PORT |
| JDOC · J.P. Morgan Exchange-Traded Fund Tr… | 0,63% | 533 NS | 30 kwietnia 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,55% | 13 166 NS | 30 kwietnia 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,55% | 5 215 NS | 30 kwietnia 2026 | N-PORT |
| XJH · iShares Trust | 0,51% | 13 589 SH | 8 sierpnia 2026 | Dziennie |
| ISCG · iShares Trust | 0,50% | 31 557 SH | 8 sierpnia 2026 | Dziennie |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,49% | 13 131 SH | 8 sierpnia 2026 | Dziennie |
| VBK · VANGUARD INDEX FUNDS | 0,46% | 1 331 820 SH | 8 sierpnia 2026 | Dziennie |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,46% | 162 408 SH | 8 sierpnia 2026 | Dziennie |
| QLV · FlexShares Trust | 0,46% | 5 915 NS | 30 kwietnia 2026 | N-PORT |
| IJH · iShares Trust | 0,44% | 3 469 295 SH | 8 sierpnia 2026 | Dziennie |
| SDG · iShares Trust | 0,42% | 4 563 SH | 8 sierpnia 2026 | Dziennie |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,40% | 15 614 NS | 30 kwietnia 2026 | N-PORT |
| IWP · iShares Trust | 0,39% | 493 090 SH | 8 sierpnia 2026 | Dziennie |
| PTMC · Pacer Funds Trust | 0,39% | 11 519 NS | 30 kwietnia 2026 | N-PORT |
| USMV · iShares Trust | 0,35% | 534 448 SH | 8 sierpnia 2026 | Dziennie |
| MVV · ProShares Trust | 0,34% | 3 468 NS | 31 maja 2026 | N-PORT |
| SXQG · EXCHANGE TRADED CONCEPTS TRUST | 0,34% | 1 461 NS | 31 maja 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,34% | 16 076 NS | 30 kwietnia 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,29% | 271 303 NS | 31 maja 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,26% | 1 662 NS | 30 kwietnia 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,26% | 40 014 NS | 30 kwietnia 2026 | N-PORT |
| IYH · iShares Trust | 0,26% | 59 243 SH | 8 sierpnia 2026 | Dziennie |
| ISCB · iShares Trust | 0,25% | 4 488 SH | 8 sierpnia 2026 | Dziennie |