Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$204.0B
541M shares
52-week range
$269.77 – $447.03
63% from low
Sector
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
Exchange
NASDAQ
CS
P/S (TTM)
5.4
EV / FCF (TTM)
24.6
Amgen is a leader in biotechnology-based human therapeutics. Flagship drugs include red blood cell boosters Epogen and Aranesp, immune system boosters Neupogen and Neulasta, and Enbrel and Otezla for inflammatory diseases. Amgen introduced its first cancer therapeutic, Vectibix, in 2006 and markets bone-strengthening drugs Prolia/Xgeva (approved 2010) and Evenity (2019). The acquisition of Onyx Pharmaceuticals bolstered the firm's therapeutic oncology portfolio with Kyprolis, which has been further strengthened with the launch of new drugs in blood cancers (Blincyto) and solid tumors (Imdelltra). The 2023 Horizon acquisition brought several rare-disease drugs, including thyroid eye disease drug Tepezza. Amgen also has a growing biosimilar portfolio.
www.amgen.comNo one on the platform currently holds AMGN.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 167,245 | $47.2M |
| Bridgewater Associatesas of 2026-03-31 | 14,774 | $5.2M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-21 | $2.5200 | 2026-09-11 |
| 2026-05-15 | $2.5200 | 2026-06-05 |
| 2026-02-13 | $2.5200 | 2026-03-06 |
| 2025-11-21 | $2.3800 | 2025-12-12 |
| 2025-08-22 | $2.3800 | 2025-09-12 |
| 2025-05-16 | $2.3800 | 2025-06-06 |
| 2025-02-14 | $2.3800 | 2025-03-07 |
| 2024-11-18 | $2.2500 | 2024-12-09 |
| 2024-08-16 | $2.2500 | 2024-09-06 |
| 2024-05-16 | $2.2500 | 2024-06-07 |
No one on the platform has traded AMGN yet.
| 2024-02-15 | $2.2500 | 2024-03-07 |
| 2023-11-16 | $2.1300 | 2023-12-08 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 16.9% | 17.1% | 17.3% | — | — | — |
| Rev. Growth % | 9.9% | 7.6% | ||||
| Profit Margin % | 21.0% | 20.9% | 24.4% | |||
| Free Cash Flow Margin % | 22.0% | 29.0% | 35.2% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +1.8% on the P/E track.
At today's price, your expected annual return is +6.8% on the P/E track.
At today's price, your expected annual return is +11.8% on the P/E track.
Also held through funds
2 more books hold AMGN indirectly · VTI 0.3% of fund, AVUS 0.2% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $39.0B | +7.1% | $23.08 | $22.60–$23.64 | 16.5× | 20 |
| 2027 | $40.3B | +3.5% | $24.42 | $22.57–$25.61 | 15.6× | 20 |
| 2028 | $41.6B | +3.2% | $25.74 | $21.63–$29.17 | 14.8× | 11 |
| 2029 | $43.1B | +3.6% | $27.37 | $26.22–$29.40 | 13.9× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $5.62 | $6.29 | +11.9% |
| 2026-04-30 | $4.77 | $5.15 | +8.0% |
| 2026-02-03 | $4.73 | $5.29 | +11.8% |
| 2025-11-04 | $5.02 | $5.64 | +12.4% |
| 2025-08-05 | $5.28 | $6.02 | +14.0% |
| 2025-05-01 | $4.27 | $4.90 | +14.8% |
| 2025-02-04 | $5.04 | $5.31 | +5.4% |
| 2024-10-30 | $5.11 |
| $5.58 |
| +9.2% |
| $181.8B |
| — |
| GSKGSK plc | $50.05 | +4.00% | $100.3B | — |
| MRKMerck & Co., Inc. | $144.84 | +0.63% | $357.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$IFRX OUR INVESTMENT THESIS “Our Buy rating is based on our view that IFRX's current market value does not capture the full value of the risk-adjusted revenues of lead asset izicopan, which we believe has best-in-class potential and is significantly differentiated from the commercially successful and lone C5aR drug Tavneos. Shares will be driven in the near-term by: 1) regulatory alignment for izicopan in AAV; 2) negative regulatory developments for competitor drug Tavneos $AMGN removal from the US/JPN market, which would be a positive readthrough to IFRX, and 3) potential for pipeline monetization, including partnering. BULL CASE ASSUMPTIONS *Target $13* ■ aligns with FDA on a seamless Ph2/3 trial design for izicopan in AAV, which would shorten development Secures a partner with favorable economics to develop Izicopan is HS. Strongly positive PoC data from the izicopan Ph2a renal basket trial in 2027, which potentially unlocks multiple additional indications (aHUS,Igan,3C3).
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the ‘statin’ correction in drug companies and biotech explained $nvo $amgn $xbi why bounded only here and still question myself https://x.com/kurtsaltrichter/status/2098883108556705995?s=20
View on StockTwits ↗
$AMGN came in here at 393 too early...a starter but still hurts...adding a tad higher than 353 area. GLTY.
View on StockTwits ↗
$AMGN Amgen is upgraded to a buy rating, reflecting strengthened fundamentals and a robust long-term growth outlook. Q2 saw a significant growth rebound, with 22 products posting at least double-digit sales growth and key drivers like Tezspire and Repatha accelerating. Profitability remains respectable despite cost of sales pressures; AMGN raised full-year 2026 revenue and EPS guidance, signaling improved confidence. The recent selloff from a competitor's trial setback appears overdone; AMGN's forward P/E discount to the sector presents a compelling valuation opportunity.
View on StockTwits ↗$AMGN Amgen stock fell sharply after Novartis' cholesterol drug Pelacarsen failed a Phase 3 trial, despite Amgen not being directly involved. Amgen's own cholesterol candidate, Olpasiran, differs significantly from Pelacarsen in potency and dosing, and its outcomes data is not expected until 2028. Repatha, Amgen's established PCSK9 drug, grew revenue 37% year-over-year last quarter, showing the sell-off was driven by sentiment rather than fundamentals.
View on StockTwits ↗
$IFRX Awesome to see short 12.3m this morning. A 32% increase from just 30 days ago (+3m shares). Based on last 10 trading days volume —-it wld take 19.3 days to cover 12.3m The funds who bought did so for a reason —-and around current pricing + / -$2. They buy for 10-20x They bought because $AMGN has an FDA approved drug that used fraud in its datasets. Already removed from UK and Europe, it’s eventually gonna be removed in “litigation friendly” US. The longer it takes, the better for Inflarx. A proven backup is in the wings. #LiverTox optics can’t look great for Amgen. $BIIB $RHHBY $PFE gotta be looking.
View on StockTwits ↗
$AMGN In 2026 Q2, Amgen generated total revenues of $10.1 billion, up 10% YoY. As you can see in the chart above, this is a significant rebound from the Q1 growth rate and so there might have been a bit of an inflection point in terms of business activity. We'll talk more about some of their key products in just a second but with the company reporting that 22 of their products saw at least double digit sales growth, it is quite clear that there is broad strength in their portfolio. Amgen was also able to po
View on StockTwits ↗$AMGN Amgen just got upgraded to a buy rating, reflecting strengthened fundamentals and a robust long-term growth outlook. Q2 saw a significant growth rebound, with 22 products posting at least double-digit sales growth and key drivers like Tezspire and Repatha accelerating. Profitability remains respectable despite cost of sales pressures; AMGN raised full-year 2026 revenue and EPS guidance, signaling improved confidence. The recent selloff from a competitor's trial setback appears overdone; AMGN's forward P/E discount to the sector presents a compelling valuation opportunity.
View on StockTwits ↗$AMGN Amgen is upgraded to a buy rating, reflecting strengthened fundamentals and a robust long-term growth outlook. Q2 saw a significant growth rebound, with 22 products posting at least double-digit sales growth and key drivers like Tezspire and Repatha accelerating. Profitability remains respectable despite cost of sales pressures; AMGN raised full-year 2026 revenue and EPS guidance, signaling improved confidence. The recent selloff from a competitor's trial setback appears overdone; AMGN's forward P/E discount to the sector presents a compelling valuation opportunity.
View on StockTwits ↗$AMGN Amgen is upgraded to a buy rating, reflecting strengthened fundamentals and a robust long-term growth outlook
View on StockTwits ↗$AMGN The Bull Case (The Upgrades): Retail analysts see a buying opportunity following a sharp pullback. Amgen delivered stellar Q2 results, posting $10.05 billion in revenue and beating earnings estimates. They also bumped up their full-year 2026 financial guidance. Key drugs like Tezspire and Repatha are growing at double-digit rates
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.