Incyte Stock Fell 7% Last Week. Here’s What the Rest of 2026 Could Look Like
Incyte (INCY) shares dropped 7% last week, following a Q4 2025 earnings report that saw revenue beat estimates but adjusted EPS and 2026 product revenue guidance fall short. This guidance shortfall, particularly for Opzelura, raises concerns about the company's ability to offset Jakafi's upcoming patent expiration in 2028 with new pipeline assets. Despite a strong pipeline and positive analyst sentiment for long-term growth, the market is now pricing in execution risk for Incyte’s transition away from Jakafi, with its current valuation appearing fair to slightly stretched.
Incyte Corp. (INCY) Reports Q4 2025 Revenue Growth of 28% to $1.51B Driven by Jakafi and Opzelura Sales
Incyte Corporation reported strong Q4 2025 revenue growth of 28% to $1.51 billion, with full-year sales reaching $5.14 billion, primarily driven by sales of Jakafi and Opzelura. The company's core business, excluding Jakafi, grew by 53% year-over-year in Q4, and management anticipates continued momentum into 2026 with a focus on internal innovation and strategic development, including investments in next-gen treatments.
Incyte Corp. (INCY) Reports Q4 2025 Revenue Growth of 28% to $1.51B Driven by Jakafi and Opzelura Sales
Incyte Corporation reported strong Q4 2025 revenue growth of 28% to $1.51 billion, with full-year sales reaching $5.14 billion, primarily driven by sales of its flagship products, Jakafi and Opzelura. The company's core business, excluding Jakafi, grew by 53% year-over-year in Q4, and management anticipates continued strong growth in 2026. Incyte aims to expand its business through internal innovation and strategic development, focusing on next-generation treatments and critical clinical trials.
Incyte Corp. (INCY) Reports Q4 2025 Revenue Growth of 28% to $1.51B Driven by Jakafi and Opzelura Sales
Incyte Corporation reported a significant 28% increase in Q4 2025 revenue, reaching $1.51 billion, with full-year sales at $5.14 billion, primarily fueled by strong sales of Jakafi and Opzelura. The company's core business, excluding Jakafi, grew by 53% year-over-year in the final quarter, driven by its hematology and oncology franchise. Incyte aims to nearly double its business size through innovation and strategic development, focusing on next-gen treatments and expecting continued core business growth in 2026.
Incyte Corp. (INCY) Reports Q4 2025 Revenue Growth of 28% to $1.51B Driven by Jakafi and Opzelura Sales
Incyte Corporation (INCY) reported a 28% increase in Q4 2025 revenue, reaching $1.51 billion, with full-year sales at $5.14 billion, primarily due to strong performances from its drugs Jakafi and Opzelura. The company's core business, excluding Jakafi, surged by 53% year-over-year in the final quarter, driven by its hematology and oncology franchise. Incyte aims to significantly expand its business through innovation and strategic development, investing in next-gen treatments and anticipating over 30% core business growth in 2026.
Incyte Reports $5.14 Billion in 2025 Revenue, Issues 2026 Outlook
Incyte (Nasdaq: INCY) reported its fourth-quarter and full-year 2025 financial results, showing substantial revenue growth. The company achieved $5.14 billion in revenue for the full year 2025, a 21% increase, driven by strong demand for products like Jakafi and Opzelura. Incyte also provided its guidance for 2026, projecting total net product revenue between $4.77 billion and $4.94 billion.
Where is Incyte Corporation (INCY) Headed According to Analysts?
Incyte Corporation (INCY) has received multiple bullish rating updates from analysts at Jefferies, Morgan Stanley, and Stifel, who raised price targets following the company's strong fiscal Q4 and full-year 2025 financial results. The biopharmaceutical company reported significant revenue growth, driven by an increase in total net product revenue and milestone and contract revenue. Despite these positive analyst views, the article suggests that certain AI stocks might offer greater upside potential with less downside risk.
Where is Incyte Corporation (INCY) Headed According to Analysts?
Jefferies and Stifel recently reiterated "Buy" ratings for Incyte Corporation (INCY), with price target increases following strong Q4 and full-year 2025 financial results. Morgan Stanley also raised its price target while maintaining an "Equal Weight" rating. The company reported significant revenue growth, driven by product sales and milestone revenue, in its focus areas of oncology, hematology, inflammation, and autoimmunity.
Assessing Disc Medicine (IRON) Valuation After Recent Share Price Weakness
Disc Medicine (IRON) has experienced recent share price weakness, with a 1-day decline of 2% and larger drops over the past week and month, although longer-term returns remain positive. The company's Price-to-Book (P/B) ratio of 4.2x is below peers but above the broader US biotech industry, indicating a nuanced market valuation for its clinical-stage pipeline. A Discounted Cash Flow (DCF) model suggests a fair value significantly higher than the current trading price, posing a question about market caution versus model optimism.
Incyte (INCY) Expands Latin American Partnership with Knight The
Incyte (INCY) has expanded its partnership with Knight Therapeutics to distribute additional therapeutic drugs, including retifanlimab and axatilimab, in Latin America. Knight's Brazilian affiliate is also seeking marketing authorization for NIKTIMVO. Incyte demonstrates strong financial health with robust profitability and liquidity, though recent insider selling warrants attention.
Barclays Adjusts Price Target on Incyte to $117 From $116, Maintains Overweight Rating
Barclays has increased its price target for Incyte Corporation (NASDAQ: INCY) shares to $117 from the previous $116. The financial institution also decided to maintain an "Overweight" rating on the biopharmaceutical company's stock, reflecting continued confidence in its performance. This adjustment comes amidst other analyst revisions for Incyte, indicating ongoing evaluation of the company's financial outlook and product pipeline.
Registration Momentum Builds Across the Oncology Pipeline
The article highlights the increasing momentum in oncology drug development, driven by the FDA's accelerated approval framework. Several companies, including Oncolytics Biotech Inc., Incyte, Erasca, Inc., Karyopharm Therapeutics Inc., and Acrivon Therapeutics, Inc., are featured for their progress in clinical trials and regulatory designations for various cancer treatments. The piece emphasizes the potential for significant advancements in treating high-unmet-need tumor types.
Registration Momentum Builds Across the Oncology Pipeline
The article highlights the increasing momentum in oncology drug development, driven by the FDA's accelerated approval framework. Several companies, including Oncolytics Biotech, Incyte, Erasca, Karyopharm Therapeutics, and Acrivon Therapeutics, are showing promising clinical results and achieving regulatory designations like Fast Track and Breakthrough Therapy for their cancer treatments. These developments aim to address high-unmet-need tumor types and accelerate the availability of new precision medicine options for cancer patients.
StockWatch: Nektar’s Rezpeg Sparks a Sweet “Comeback Story”
Nektar Therapeutics saw its stock nearly double after announcing positive Phase IIb data for its lead pipeline candidate, rezpegaldesleukin (rezpeg), in atopic dermatitis (AD). This success follows significant clinical setbacks and layoffs in 2022-2023. The company plans to launch a Phase III trial for rezpeg in AD later this year and recently completed a $460 million public offering to fund its advancement.
Registration Momentum Builds Across the Oncology Pipeline
The oncology pipeline is experiencing significant momentum due to the FDA's accelerated approval framework, which has shown positive real-world outcomes for solid tumor indications. This has led clinical-stage oncology companies like Oncolytics Biotech Inc., Incyte, Erasca, Inc., Karyopharm Therapeutics Inc., and Acrivon Therapeutics, Inc. to pursue registration-directed study designs for high-unmet-need tumor types. The article highlights key developments and clinical trial results from these companies, including Fast Track designations, new drug approvals, positive clinical activity for new compounds, and strong financial performance.
Registration Momentum Builds Across the Oncology Pipeline
The FDA's accelerated approval framework continues to drive significant progress in oncology, with several companies advancing registration-directed studies for high-unmet-need tumor types. Oncolytics Biotech received Fast Track Designation for pelareorep in colorectal cancer, while Incyte, Erasca, Karyopharm Therapeutics, and Acrivon Therapeutics also reported positive clinical developments and promising financial outlooks. This indicates a robust pipeline and increasing momentum in the development of new cancer treatments.
Incyte to Present at Upcoming Investor Conferences
Incyte (Nasdaq:INCY) announced its participation in several investor conferences in March. The company will present at the Cowen 45th Annual Health Care Conference, Leerink Partners 2026 Global Healthcare Conference, and Barclays 28th Annual Global Healthcare Conference. Webcasts of these presentations will be available on Incyte's Investor.Incyte.com website.
Incyte to Present at Upcoming Investor Conferences
Incyte (Nasdaq: INCY) announced its upcoming presentations at several investor conferences in March 2026, including the TD Cowen 46th Annual Health Care Conference, Leerink Partners 2026 Global Healthcare Conference, and Barclays 28th Annual Global Healthcare Conference. These presentations will be webcast live and available for replay on the company's investor relations website. Incyte is a global biopharmaceutical company focusing on oncology and inflammation & autoimmunity.
The Top 5 Analyst Questions From Incyte's Q4 Earnings Call
Incyte's Q4 2025 earnings saw revenue exceed expectations but adjusted EPS and EBITDA miss due to increased R&D and operating expenses. This article highlights the top five analyst questions from the earnings call, focusing on product strategies, pipeline development, and market positioning. Key questions covered dosing for CALR programs, Opsalura's uptake, Manjoovi's placement, A90 colorectal cancer data, and FDA requests for prurigo nodularis trials.
Skandinaviska Enskilda Banken AB publ Acquires 531,734 Shares of Incyte Corporation $INCY
Skandinaviska Enskilda Banken AB publ significantly increased its stake in Incyte Corporation by 1,346.2% in the third quarter, acquiring 531,734 additional shares. Following this purchase, the firm now owns 571,234 shares of Incyte, valued at approximately $48.45 million, representing about 0.29% of the company's stock. Other institutional investors also made new investments in Incyte during the same period, while corporate insiders have sold shares totaling over $9.5 million in the last 90 days.
Shell Asset Management Co. Sells 15,210 Shares of Incyte Corporation $INCY
Shell Asset Management Co. has reduced its stake in Incyte Corporation by 56.0% in the third quarter, selling 15,210 shares and bringing their total holdings to 11,938 shares valued at $1,012,000. This comes as other institutional investors have made various adjustments to their positions in the biopharmaceutical company. Analyst ratings for Incyte are mixed, with a consensus "Hold" rating and an average target price of $103.94, while insiders have sold a significant number of shares recently.
Incyte Corporation (NASDAQ:INCY) Given Average Rating of "Hold" by Brokerages
Incyte Corporation (NASDAQ:INCY) has received an average "Hold" rating from 21 brokerages, with an average 1-year price target of $103.94. The company missed quarterly EPS expectations at $1.80 but surpassed revenue forecasts at $1.51 billion, marking a 27.8% year-over-year increase. Recent insider transactions show executives selling shares totaling approximately $9.52 million in the past three months.
Incyte slips after Q4 profit miss despite strong sales growth
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Incyte Corporation (INCY) Stock Analysis: A Biotech Giant with Growth Potential and 29.87% ROE
Incyte Corporation (INCY) is presented as a strong player in the biotechnology sector, highlighted by its $20.12 billion market capitalization, innovative portfolio of therapeutics like JAKAFI and ICLUSIG, and robust financial metrics including a 27.80% revenue growth and 29.87% ROE. Despite minimal recent stock price change, analysts project a 5.88% upside, affirming confidence in its future performance and growth potential. The company's strategic focus on reinvestment, illustrated by a zero dividend payout, supports its long-term vision and ongoing pipeline development.
Incyte Corporation $INCY Shares Sold by Todd Asset Management LLC
Todd Asset Management LLC significantly reduced its stake in Incyte Corporation (NASDAQ: INCY) by 16.8% in Q3, selling over 69,000 shares. Despite this, other major institutional investors like Vanguard Group Inc., AQR Capital Management LLC, and Geode Capital Management LLC increased their holdings. Wall Street analysts currently hold a "Hold" consensus rating for Incyte, with an average price target of $103.94, even after the company missed EPS estimates in its latest quarterly report though revenue exceeded expectations.
Follicular Lymphoma Pipeline 2025: Key Companies, MOA, ROA, and Clinical Trials Evaluation by DelveInsights | AstraZeneca, InnoCare Pharma, Allogene Therapeutics, HUTCHMED, Sound Biologics, Xynomic
The "Follicular Lymphoma Pipeline Insight, 2025" report by DelveInsight evaluates over 45 companies developing more than 50 treatment therapies for Follicular Lymphoma, covering clinical and commercial aspects from preclinical to marketed phases. Key companies like InnoCare Pharma, AstraZeneca, and Allogene Therapeutics are advancing therapies such as ICP 248, ALLO-501, and acalabrutinib. Recent significant developments include FDA approvals for epcoritamab-bysp in combination therapies and tafasitamab-cxix, as well as EC approval for lisocabtagene maraleucel, signaling a dynamic landscape with ongoing clinical advancements.
The Bull Case For Incyte (INCY) Could Change Following Mixed 2025 Results And Cautious 2026 Outlook
Incyte Corporation reported strong fourth-quarter and full-year 2025 results, with revenue reaching US$5.14 billion for the year and increased net income. However, the company issued cautious product revenue guidance for 2026, ranging from US$4.77 billion to US$4.94 billion, due to rising expenses and concerns about its reliance on Jakafi as patent expirations approach. This mixed outlook may shift the investment narrative for Incyte, emphasizing the need for diversification beyond its core product.
Incyte (INCY) Margin Jump To 25% Challenges Earnings Decline Narrative
Incyte (INCY) reported FY 2025 results with strong revenue of US$5.1 billion and a trailing net margin of 25%, significantly up from 0.8% a year prior. Despite analyst forecasts predicting an annual earnings decline of 13.3% and revenue decrease of 1.5%, the company's recent profitability figures and guidance for slower operating expense growth challenge this narrative. The article highlights the discrepancy between current strong margins and pessimistic future projections, leading to mixed views on the stock's valuation.
LSV Asset Management Buys 124,266 Shares of Incyte Corporation $INCY
LSV Asset Management increased its stake in Incyte Corporation by 3.2% in the third quarter, acquiring an additional 124,266 shares, bringing its total to 3,986,097 shares valued at approximately $338.06 million. Despite Incyte missing Q4 EPS estimates, its revenue surged by 27.8% to $1.51 billion, though a softer 2026 revenue outlook caused a near-term stock pullback. Analysts currently rate the stock as "Hold" with an average target price of $103.94, while institutional investors own 96.97% of the company.
Do financial experts on Wall Street have a favorable opinion of Incyte Corporation shares?
Incyte Corporation (INCY) shares have significantly outperformed the S&P 500 and the S&P Biotech ETF over the past year. Despite a recent dip following Q4 2025 earnings, which exceeded revenue expectations but missed on EPS, Wall Street analysts maintain a "Moderate Buy" rating, with updated price targets suggesting an upside potential. The company is focused on future product launches and clinical trials, with strong revenue and EPS growth projected for 2026.
Incyte Shares Drop 8% Post-Earnings: Analysts Target $104 Amid 2026 Guidance Concerns
Incyte (INCY) stock dropped 8% after reporting mixed Q4 2025 results, with revenue beating estimates but EPS missing expectations and 2026 Opzelura sales guidance falling short. Analysts have set a price target of $104 amid concerns about future margins and growth, despite strong overall revenue growth in 2025. The company faces patent risks and rising costs but is supported by a strong cash position and ongoing late-stage trials.
Do Wall Street Analysts Like Incyte Corporation Stock?
Incyte Corporation (INCY) stock has significantly outperformed the S&P 500 over the past year, despite a recent dip after mixed Q4 2025 results where revenue beat estimates but EPS fell short. Wall Street maintains a "Moderate Buy" rating, with analysts setting price targets suggesting potential upside, driven by strong pipeline progress and anticipated product launches.
Incyte shifts course on downtown Wilmington project, sells Bracebridge buildings as state incentives face scrutiny
Incyte Corporation has significantly scaled back its downtown Wilmington headquarters project, selling two Bracebridge buildings to Buccini/Pollin Group and reducing its planned occupancy to about 15% of the original proposal. This strategic shift, following past abandoned expansion plans and research program cancellations, has raised questions about the effectiveness of state corporate incentives and the future of Wilmington as a biotech hub. While Incyte maintains commitment to Delaware, the move prompts a review of nearly $15 million in state grants and highlights a potential shift towards market-driven redevelopment in the city.
Incyte selling buildings and cutting back space at future downtown headquarters
Incyte is selling the former Bank of America Bracebridge buildings in downtown Wilmington to Buccini Pollin Group, but will lease back 80,000 square feet of space. This decision comes after Incyte's new CEO ordered a review of projects and the company's recent earnings were below analyst estimates. The move also precedes a "patent cliff" for Incyte's blockbuster drug Jakafi, raising speculation about the company's future.
Incyte to sell Bracebridge buildings to BPG
Incyte Corporation has decided to sell its Bracebridge I and III buildings in downtown Wilmington to the Buccini Pollin Group, opting to keep its headquarters in Alapocas. Despite the sale, Incyte will lease 80,000 square feet in Bracebridge I for 10 years, accommodating 200 employees, and remains an integral part of the project. This move allows Incyte to focus on business priorities while enabling BPG to pursue a mixed-use development, bringing new life to the Rodney Square area.
Royal Bank Of Canada Cuts Incyte (NASDAQ:INCY) Price Target to $92.00
Royal Bank of Canada has reduced its price target for Incyte (NASDAQ:INCY) to $92.00 from $95.00, maintaining a "sector perform" rating due to softer 2026 product-revenue guidance and concerns over Jakafi patent exposure. Despite beating revenue estimates with $1.51 billion in Q4, Incyte missed EPS expectations at $1.80, leading to a consensus "Hold" rating among analysts with an average price target of $103.94. Insider selling has also occurred, contrasting with significant institutional ownership of approximately 97%.
Incyte (INCY): RBC Capital Lowers Price Target to USD 92 | INCY Stock News
RBC Capital has lowered its price target for Incyte (INCY) to $92.00 from $95.00, maintaining a "Sector Perform" rating. This adjustment comes amidst other recent analyst rating changes, including upgrades and downgrades from firms like Piper Sandler, HC Wainwright & Co., Barclays, Wells Fargo, and TD Cowen. Despite the varied analyst opinions, the average one-year price target from 22 analysts is $104.22, suggesting a 5.57% upside from its current price, and GuruFocus estimates a fair value of $105.35.
INCY: Stifel Raises Price Target to $120, Maintains Buy Rating
Stifel has increased its price target for Incyte (INCY) to $120 from $119, while maintaining a 'Buy' rating, reflecting continued optimism. This adjustment, made by analyst Stephen Willey, represents a 0.84% increase in the price target. Several other analysts have recently updated their ratings and price targets for Incyte, with the average target price from 22 analysts being $104.22, implying a 6.55% upside from the current price.
Wells Fargo & Company Cuts Incyte (NASDAQ:INCY) Price Target to $101.00
Wells Fargo & Company has lowered its price target for biopharmaceutical company Incyte (NASDAQ:INCY) from $107 to $101, maintaining an "equal weight" rating. This decision follows Incyte's Q4 earnings, which showed a revenue beat but an EPS miss, along with a softer 2026 revenue outlook and concerns regarding its drug Opzelura and Jakafi's patent and generic exposure. Despite institutional investors holding a large stake, insiders have recently sold a significant number of shares.
INCY Q4 Deep Dive: Revenue Growth Outpaces Profit as Pipeline Advances, Margins Narrow
Incyte Corporation (NASDAQ:INC Y) reported better-than-expected Q4 CY2025 revenue of $1.51 billion, a 27.8% year-on-year increase, driven by strong commercial execution of products like Jakafi and Opsalura. Despite revenue growth, the company's non-GAAP profit and adjusted EBITDA missed analyst estimates, with operating margins narrowing due to increased research and development (R&D) spending and higher operating expenses. Incyte's management is focusing on upcoming product launches in late 2026/early 2027 and continued investments in its late-stage pipeline to drive future growth.
Incyte Corporation (NASDAQ:INCY) Q4 2025 Earnings Call Transcript
Incyte Corporation reported its Q4 and full-year 2025 financial results, with total revenues up 28% and 21% respectively, driven by strong commercial performance and milestone revenue. Jakafi sales exceeded expectations, and the company's core business excluding Jakafi is projected for significant growth. Incyte detailed pipeline advancements, including regulatory submissions and pivotal trials for several promising drug candidates in hematology, oncology, and immunology.
Incyte Faces Growing Pains As It Looks To Build Post-Jakafi Foundation
Incyte is encountering significant challenges in its efforts to diversify its pipeline and reduce its reliance on the blockbuster drug Jakafi. This article appears to be part of a series tracking the company's transition from being heavily dependent on a single product to becoming a more diversified pharmaceutical entity. It looks into the growing pains associated with this strategic shift.
Compagnie Lombard Odier SCmA Decreases Stock Position in Incyte Corporation $INCY
Compagnie Lombard Odier SCmA significantly reduced its stake in Incyte Corporation by 94.9% in Q3, selling 21,030 shares and retaining 1,120 shares worth $95,000. This comes as Incyte reported Q4 revenue that beat estimates but EPS that missed, alongside a soft 2026 revenue forecast which caused the stock to drop 8%. Insider selling has also been substantial, with over $9.5 million in shares sold by insiders in the last 90 days, though insiders still collectively own 17.8% of the company.
Incyte (INCY) Deep Dive: Navigating the 2026 Crossroads Following Earnings Miss
Incyte Corporation (NASDAQ: INCY) is at a critical juncture in 2026, transitioning from its primary asset, Jakafi, towards new growth drivers like Opzelura. Despite achieving over $5 billion in annual revenue in 2025, the company's recent earnings miss and conservative 2026 guidance have led to a market correction. Investors are closely watching Incyte's ability to diversify and overcome the forthcoming "patent cliff" for Jakafi in 2028, with new products and strategic acquisitions expected to play a key role in its future success.
Incyte (INCY) Deep Dive: Navigating the 2026 Crossroads Following Earnings Miss
Incyte Corporation is at a critical juncture following its Q4 2025 earnings miss and conservative 2026 guidance, despite crossing $5 billion in annual revenue. The company is transitioning from its reliance on Jakafi, facing a patent cliff in 2028, and expanding into dermatology with Opzelura. Investors are closely watching the success of new product launches and the strategic shift under new CEO Bill Meury to determine if Incyte can reinvent itself amidst competitive pressures and high R&D spend.
Incyte Faces Jakafi Patent Cliff; Focus on Opzelura and Advancing Pipeline to Offset Losses
Incyte is preparing for the patent expiration of its key hematology drug Jakafi in 2028. The company plans to offset potential losses by expanding its dermatology drug Opzelura and advancing its oncology and dermatology pipeline. While the strategy appears solid, significant growth depends on upcoming data to confirm the firm's ability to navigate the post-Jakafi landscape.
Incyte Corporation Reports Strong 2025 Fiscal Results and Provides 2026 Guidance
Incyte Corporation announced robust financial results for the full year 2025, with total revenue reaching $5.14 billion, a 21% increase year-over-year, driven by strong demand for products like Jakafi and Opzelura. The company provided 2026 guidance projecting total net product revenue between $4.77 billion and $4.94 billion and highlighted its strong capital position with $3.6 billion in cash to support ongoing clinical trials and strategic growth. Incyte is positioning itself for a multi-product growth trajectory with 14 pivotal clinical trials and a focus on expanding its oncology and dermatology pipelines.
Incyte: Fourth Quarter Earnings Overview
Incyte Corp. announced its fourth-quarter financial results, reporting a net profit of $299.3 million, or $1.46 per share. Adjusted earnings of $1.80 per share fell short of analysts' expectations, while revenue of $1.51 billion surpassed projections. For the full year, the company achieved a total profit of $1.29 billion and annual revenue of $5.14 billion.
Research Alert: CFRA Keeps Hold View On Shares Of Incyte Corporation
CFRA has maintained a "Hold" rating on shares of Incyte Corporation (INCY). This news alert also includes information about Unity Software's (U.US) fourth-quarter financial results, reporting revenue of $609 million, which beat expectations, and a quarterly loss of 66 cents per share.
Why Incyte (INCY) Stock Is Nosediving
Shares of Incyte Corporation (NASDAQ:INCY) fell 8.8% after the biopharmaceutical company reported mixed fourth-quarter 2025 results. A significant revenue beat was overshadowed by an earnings miss, with adjusted EPS falling short of Wall Street's consensus. Additionally, the company's operating margin contracted, indicating increased expenses.
