Incyte

INCY

Market cap $20.5B

Incyte (INCY) reported earnings 30 days ago. What's next for the stock?

Incyte's Jakafi LOE overhang masked a quietly transforming, profitable biotech whose non‑Jakafi portfolio is now compounding fast enough to support a structural rerating, despite 2028 risks. Q3 2025 showcased 20% sales growth, 200%+ EBIT expansion, and EPS up 111%, proving operating leverage and validating management's shift of capital into higher‑return franchises. I view CALR antibody 989, povorcitinib in HS, and two de‑risking solid‑tumor agents as multiple, independent shots at post‑Jakafi multi‑billion‑dollar revenue pillars.

Incyte Corporation is undervalued, with high revenue growth, strong margins, and a 12.7% upside to a $115 target price; rated Buy. INCY's Q3 results beat expectations, driven by Jakafi and Opzelura sales, improved profitability, and disciplined R&D spending. Key risks include heavy reliance on Jakafi, with generics expected in 2028, and the pipeline's limited ability to fully offset lost revenue.

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WILMINGTON, Del.--(BUSINESS WIRE)--Incyte (Nasdaq:INCY) announced today that it will present at the following investor conferences during the month of December: Citi's 2025 Global Healthcare Conference on Tuesday, December 2, 2025 at 11:15 am (EST) 8th Annual Evercore Healthcare Conference on Wednesday, December 3, 2025 at 1:20 pm (EST) The presentations will be webcast live and can be accessed at Investor.Incyte.com and will be available for replay for 30 days. About Incyte A global biopharmac.

Incyte Corporation ( INCY ) Jefferies London Healthcare Conference 2025 November 18, 2025 6:00 AM EST Company Participants William Meury - CEO, President & Director Pablo Cagnoni - President and Head of Research & Development Conference Call Participants Yuxi Dong - Jefferies LLC, Research Division Presentation Yuxi Dong Jefferies LLC, Research Division All right. Good morning.

The healthcare sector's renewed momentum offers fertile ground for investors wanting to outperform by picking the best stocks from the broader indexes. Goldman Sachs identified 29 healthcare stocks in the Russell 1000 universe with positive recent consensus revisions to 2026 EPS estimates and that trade at attractive valuations. Goldman sees "more opportunity for alpha than beta" as wide return dispersion and increasing M&A activity in healthcare may favor selected winners.

MORGES, Switzerland--(BUSINESS WIRE)---- $INCY--Incyte Announces Positive CHMP Opinion for Minjuvi® (tafasitamab) for the Treatment of Relapsed or Refractory Follicular Lymphoma (FL).

Incyte Corporation ( INCY ) Guggenheim Securities 2nd Annual Healthcare Innovation Conference November 10, 2025 10:00 AM EST Company Participants William Meury - CEO, President & Director Pablo Cagnoni - President and Head of Research & Development Conference Call Participants Michael Schmidt - Guggenheim Securities, LLC, Research Division Presentation Michael Schmidt Guggenheim Securities, LLC, Research Division All right. So welcome to this fireside chat with Incyte.