INCY

Incyte Corp. (INCY) | Rumor.io

Incyte

INCY

Attention (50-day avg)0%

Attention rank (50-day avg)#1,290

Bullish sentiment (50-day avg)96%

Price to earnings ratio15.8

Market capitalization25.3B

Earnings per share7.85

Dividend yield (TTM)—

Revenue (annual)5.1B

Net income (annual)1.3B

Social

What share of all stock conversation is about INCY?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% +0	0% 0

Jul 28

Incyte Corporation's (INCY) Q2 2026 earnings report showed a 38% revenue increase to $1.67 billion, beating estimates by $0.20 billion.
Adjusted EPS of $3.09 was 47% higher than the $2.10 consensus estimate, with a $246 million non-cash benefit from a CMS settlement contributing to the beat.
INCY's FY2026 revenue guidance was raised to $5.13B-$5.26B, surpassing the estimated $5.71B.

Generated by AI

Sentiment

Of the messages about INCY that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	94.52% -5.48	85.98% +23.41
Bearish	—	—	5.48% new	14.02% -23.41

Bullish· Jan 10

INCYTE has impressive earnings growth and a strong balance sheet, with several billion-dollar drugs in development.
The company's cancer franchise is growing, with significant potential for future success.
INCYTE's dermatology drugs are expected to reach $2 billion by 2030, driven by a strong pipeline and market demand.

Bearish· Nov 19

Incyte's ($INCY) acquisition of Escient Pharmaceuticals is facing challenges with a mid-stage chronic hives candidate flagged for safety concerns and a separate itch drug failing to clear its proof-of-concept trial.
Incyte has paused enrollment in a study for its urticaria asset, leading to a 12% premarket dip in shares.
Incyte's decision to scrap one drug and stop enrolling in a study of another, both stemming from its Escient acquisition, has caused a significant decline in the company's shares.

Generated by AI

Topics

Of the messages about INCY that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	84.62%	43.46%	74.23%
Technical Analysis	0%	5.13%	2.62%	11.35%
Analysts	100%	2.56%	26.18%	6.56%
Earnings	0%	0%	0%	3.64%
Macro	0%	0%	25.65%	2.77%
Controversies	0%	7.69%	2.09%	1.46%

Earnings· May 2

Incyte Corporation (INCY) reported Q1 adjusted EPS of $0.37, missing estimates by $0.38.
The company's Q1 revenue of $808.67M also missed estimates by $49.92M.
Incyte's Q1 results were driven by double-digit revenue growth from Jakafi and Opzelura, but the company's shares are trading lower due to the disappointing earnings.

Analysts· May 6

Oppenheimer reaffirms "Outperform" rating for Incyte, while BMO Capital and Nomura raise price targets to $90 and $91, respectively.
JP Morgan downgrades Incyte to Neutral, while Royal Bank of Canada and Nomura maintain "Buy" ratings, with price targets of $91 and $120, respectively.
BMO Capital and Nomura have increased price targets for Incyte to $90 and $91, respectively, while Credit Suisse Group and Nomura have reaffirmed "Hold" and "Buy" ratings, respectively.

Announcements· Jun 8

Incyte Corporation ($INCY) is acquiring Vega Therapeutics, a subsidiary of Star Therapeutics, for $1.25 billion upfront, with a potential total consideration of up to $2.0 billion.
The acquisition adds a late-stage, first-in-class asset, VGA039, a Phase 3 monoclonal antibody for von Willebrand disease, to Incyte's hematology portfolio.
The deal includes up to $750 million in additional payments upon achievement of sales milestones, with the potential for a $1.25 billion write-down if the VIVID-6 study fails.

Generated by AI

Community

Of the messages about INCY, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	60.8%	52.51%	51.11%
Newcomers	0%	39.2%	47.49%	48.89%

Regulars· Jul 28

Incyte reported a 40% surge in Q2 net sales, with adjusted EPS of $3.09, beating expectations of $2.10, and raised FY26 sales guidance to $5.13B-$5.26B.
Opzelura sales nearly tripled to $450 million, and Jakafi net sales rose 7% to $817 million, with revenue increasing 38% to $1.67 billion.
The company's strong earnings report was attributed to a one-time, non-cash benefit from a CMS Medicaid settlement, and the pipeline could start driving the narrative as much as the P&L in the next six months.

Newcomers· Jul 28

Newcomers are excited about Incyte's strong Q2 earnings, with revenue and EPS beating estimates, and are focusing on the company's growth prospects, particularly in its cancer portfolio.
The newcomers are highlighting the significant increase in Opzelura net sales, up 173% YoY, and the company's raised FY26 revenue guidance, driven by a $246M CMS settlement benefit.
The newcomers are also noting the stock's strong performance, with a 10.7% rally and a new 52-week high, and are speculating about the potential for further growth.

Generated by AI

News

Incyte (INCY) Stock Could Be 34% Above Fair Value After EADV Data

Incyte has delivered a strong multi year share-price run, so the obvious follow up is whether the current valuation is still grounded in the cash the business is expected to generate. With investors weighing fresh product news against a higher starting price, the question is how much of Incyte's future cash flows are already embedded in today's quote. Over the past 3 years the stock has gained 110.9%, which puts pressure on investors to judge whether the cash flow outlook has risen enough to...

5d agoYahoo Finance Singapore

Incyte (INCY) Heads To EADV With New Skin Disease Trial Data

6d agoYahoo Finance

Argenx, Arrowhead, Incyte, and Other ‘Moonshot’ Biotech Stocks to Watch

7d agoBarron's

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4	Novartis AG Sponsored ADRNVS	0%-0.01
5	Ionis Pharmaceuticals, Inc.IONS	0%new
6	Bristol-Myers Squibb CompanyBMY	0.01%0
7	Amgen Inc.AMGN	0.01%+0
8	Vertex Pharmaceuticals Incorporated Common StockVRTX	0%-0.01
9	MRTX - Mirati Therapeutics, Inc.	——
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Incyte Corp.

Healthcare
Biotechnology

Incyte Corp. is a biopharmaceutical company focused on the discovery, development, and commercialization of proprietary therapeutics. The company’s current portfolio centers on hematology, oncology, and inflammation and autoimmunity, with products and programs aimed at treating cancers, blood disorders, and immune-mediated conditions. Incyte Corp. develops both small-molecule medicines and biologics, and its marketed therapies support patients with a range of specialty disease areas, including dermatology and rare hematologic disorders. The company also maintains a pipeline of clinical-stage candidates across its core therapeutic franchises, reflecting its role as a research-driven developer of targeted treatments. Headquartered in Wilmington, Delaware, Incyte Corp. serves healthcare markets in the United States and internationally through its commercial and development activities.

Website

Location

1801 Augustine Cut-Off

Wilmington, DE, 19803

United States

Social

What share of all stock conversation is about INCY?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% +0	0% 0

Jul 28

Incyte Corporation's (INCY) Q2 2026 earnings report showed a 38% revenue increase to $1.67 billion, beating estimates by $0.20 billion.
Adjusted EPS of $3.09 was 47% higher than the $2.10 consensus estimate, with a $246 million non-cash benefit from a CMS settlement contributing to the beat.
INCY's FY2026 revenue guidance was raised to $5.13B-$5.26B, surpassing the estimated $5.71B.

Generated by AI

Sentiment

Of the messages about INCY that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	94.52% -5.48	85.98% +23.41
Bearish	—	—	5.48% new	14.02% -23.41

Bullish· Jan 10

INCYTE has impressive earnings growth and a strong balance sheet, with several billion-dollar drugs in development.
The company's cancer franchise is growing, with significant potential for future success.
INCYTE's dermatology drugs are expected to reach $2 billion by 2030, driven by a strong pipeline and market demand.

Bearish· Nov 19

Incyte's ($INCY) acquisition of Escient Pharmaceuticals is facing challenges with a mid-stage chronic hives candidate flagged for safety concerns and a separate itch drug failing to clear its proof-of-concept trial.
Incyte has paused enrollment in a study for its urticaria asset, leading to a 12% premarket dip in shares.
Incyte's decision to scrap one drug and stop enrolling in a study of another, both stemming from its Escient acquisition, has caused a significant decline in the company's shares.

Generated by AI

Topics

Of the messages about INCY that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	84.62%	43.46%	74.23%
Technical Analysis	0%	5.13%	2.62%	11.35%
Analysts	100%	2.56%	26.18%	6.56%
Earnings	0%	0%	0%	3.64%
Macro	0%	0%	25.65%	2.77%
Controversies	0%	7.69%	2.09%	1.46%

Earnings· May 2

Incyte Corporation (INCY) reported Q1 adjusted EPS of $0.37, missing estimates by $0.38.
The company's Q1 revenue of $808.67M also missed estimates by $49.92M.
Incyte's Q1 results were driven by double-digit revenue growth from Jakafi and Opzelura, but the company's shares are trading lower due to the disappointing earnings.

Analysts· May 6

Oppenheimer reaffirms "Outperform" rating for Incyte, while BMO Capital and Nomura raise price targets to $90 and $91, respectively.
JP Morgan downgrades Incyte to Neutral, while Royal Bank of Canada and Nomura maintain "Buy" ratings, with price targets of $91 and $120, respectively.
BMO Capital and Nomura have increased price targets for Incyte to $90 and $91, respectively, while Credit Suisse Group and Nomura have reaffirmed "Hold" and "Buy" ratings, respectively.

Announcements· Jun 8

Incyte Corporation ($INCY) is acquiring Vega Therapeutics, a subsidiary of Star Therapeutics, for $1.25 billion upfront, with a potential total consideration of up to $2.0 billion.
The acquisition adds a late-stage, first-in-class asset, VGA039, a Phase 3 monoclonal antibody for von Willebrand disease, to Incyte's hematology portfolio.
The deal includes up to $750 million in additional payments upon achievement of sales milestones, with the potential for a $1.25 billion write-down if the VIVID-6 study fails.

Generated by AI

Community

Of the messages about INCY, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	60.8%	52.51%	51.11%
Newcomers	0%	39.2%	47.49%	48.89%

Regulars· Jul 28

Incyte reported a 40% surge in Q2 net sales, with adjusted EPS of $3.09, beating expectations of $2.10, and raised FY26 sales guidance to $5.13B-$5.26B.
Opzelura sales nearly tripled to $450 million, and Jakafi net sales rose 7% to $817 million, with revenue increasing 38% to $1.67 billion.
The company's strong earnings report was attributed to a one-time, non-cash benefit from a CMS Medicaid settlement, and the pipeline could start driving the narrative as much as the P&L in the next six months.

Newcomers· Jul 28

Newcomers are excited about Incyte's strong Q2 earnings, with revenue and EPS beating estimates, and are focusing on the company's growth prospects, particularly in its cancer portfolio.
The newcomers are highlighting the significant increase in Opzelura net sales, up 173% YoY, and the company's raised FY26 revenue guidance, driven by a $246M CMS settlement benefit.
The newcomers are also noting the stock's strong performance, with a 10.7% rally and a new 52-week high, and are speculating about the potential for further growth.

Generated by AI

Incyte

Social

Jul 28

Bullish· Jan 10

Bearish· Nov 19

Earnings· May 2

Analysts· May 6

Announcements· Jun 8

Regulars· Jul 28

Newcomers· Jul 28

Incyte Corp. stock underperforms Tuesday when compared to competitors

H.C. Wainwright raises Incyte stock price target on Atebrioz approval

Mirum and Incyte gain approval of zilurgisertib for rare bone disorder

Incyte (INCY) Stock Could Be 34% Above Fair Value After EADV Data

Incyte (INCY) Heads To EADV With New Skin Disease Trial Data

Argenx, Arrowhead, Incyte, and Other ‘Moonshot’ Biotech Stocks to Watch

Also Discussed

Incyte Corp.

Company Information

Location

Incyte Corp. stock underperforms Tuesday when compared to competitors

H.C. Wainwright raises Incyte stock price target on Atebrioz approval

Mirum and Incyte gain approval of zilurgisertib for rare bone disorder

Incyte (INCY) Stock Could Be 34% Above Fair Value After EADV Data

Incyte (INCY) Heads To EADV With New Skin Disease Trial Data

Argenx, Arrowhead, Incyte, and Other ‘Moonshot’ Biotech Stocks to Watch

Also Discussed

Social

Jul 28

Bullish· Jan 10

Bearish· Nov 19

Earnings· May 2

Analysts· May 6

Announcements· Jun 8

Regulars· Jul 28

Newcomers· Jul 28