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Argenx (ARGX)
NASDAQ:ARGX
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Argenx Se (ARGX) Price & Analysis

831 Followers

ARGX Stock Chart & Stats

$849.04
$8.96(1.38%)
At close: 4:00 PM EST
$849.04
$8.96(1.38%)

Bulls Say, Bears Say

Bulls Say
2025 Revenue And Margin Inflectionargenx’s 2025 step-change—large revenue acceleration paired with industry-leading gross and positive operating and net margins—signals a durable commercial inflection. Sustained high margins provide structural capacity to fund R&D, support commercialization expansion, and improve long-term profitability if revenue growth persists.
Extremely Low Leverage And Large Equity BaseA very low debt load and a sizable equity base give argenx structural financial flexibility to invest in late-stage trials, geographic expansion and commercialization without near-term refinancing risk. This balance sheet strength supports multi-year R&D programs and mitigates downside in adverse cycles.
Broadening Commercial Traction & Development PlanConsistent product sales growth and geographic/commercial rollouts (China affiliate, autoinjector plans) indicate durable market adoption. Concurrently, a program of targeted label expansions and late-stage trials can sustainably increase addressable patients and deepen the franchise if trials and regulatory steps succeed.
Bears Say
Uneven Historical Cash Flow Conversionargenx’s cash-generation profile improved in 2025 but historically relied on external funding. Inconsistent earnings-to-cash conversion leaves the company exposed if margins or sales growth slow, potentially requiring capital markets access or shareholder dilution to fund ongoing R&D and commercialization over the next several years.
Concentration On Single Marketed ProductA heavy dependence on one commercial product concentrates revenue, pricing and reimbursement risk. If uptake stalls, competitors emerge, or label expansions are delayed, overall company revenue and cash flow would be disproportionately affected until additional indications or new products contribute meaningfully.
Binary Pipeline And Regulatory Milestonesargenx’s growth relies on successful late‑stage readouts and regulatory approvals to expand indications. These pivotal trials are binary events that materially affect long-term revenue trajectory; setbacks or delays would slow addressable-market expansion and could force re-prioritization of R&D spend and commercial plans.

Argenx Se News

ARGX FAQ

What was Argenx’s price range in the past 12 months?
Argenx lowest stock price was $510.06 and its highest was $934.62 in the past 12 months.
    What is Argenx’s market cap?
    Argenx’s market cap is $54.70B.
      When is Argenx’s upcoming earnings report date?
      Argenx’s upcoming earnings report date is Jul 23, 2026 which is in 35 days.
        How were Argenx’s earnings last quarter?
        Argenx released its earnings results on May 07, 2026. The company reported $5.52 earnings per share for the quarter, beating the consensus estimate of $5.378 by $0.142.
          Is Argenx overvalued?
          According to Wall Street analysts Argenx’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Argenx pay dividends?
            Argenx does not currently pay dividends.
            What is Argenx’s EPS estimate?
            Argenx’s EPS estimate is 6.28.
              How many shares outstanding does Argenx have?
              Argenx has 61,883,408 shares outstanding.
                What happened to Argenx’s price movement after its last earnings report?
                Argenx reported an EPS of $5.52 in its last earnings report, beating expectations of $5.378. Following the earnings report the stock price went down -2.506%.
                  Which hedge fund is a major shareholder of Argenx?
                  Currently, no hedge funds are holding shares in ARGX
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Argenx

                    argenx SE, a biotechnology company established in Amsterdam, the Netherlands, in 2008, is dedicated to developing innovative therapies primarily for autoimmune diseases. The company's operations span across key global markets, including the United States, Japan, Europe, the Middle East, Africa, and China. Its leading investigational therapy is efgartigimod, which is being developed to address a broad range of conditions. These include generalized myasthenia gravis, immune thrombocytopenia, pemphigus vulgaris, chronic inflammatory demyelinating polyneuropathy, thyroid eye disease, bullous pemphigoid, myositis, primary Sjögren's syndrome, post-COVID postural orthostatic tachycardia syndrome, membranous nephropathy, lupus nephropathy, ANCA-associated vasculitis, and antibody-mediated rejection. Also noted in connection with its lead product efforts is ENHANZE SC. The company's extensive development pipeline features several other promising candidates. Empasiprubart is in development for multifocal motor neuropathy, delayed graft function, and dermatomyositis. ARGX-119 is being investigated for congenital myasthenic syndrome and amyotrophic lateral sclerosis. Further pipeline assets include ARGX-213, which targets FcRn; ARGX-121 and ARGX-220, both designed to modulate the immune system; ARGX-109, which targets IL-6; and ARGX-118, developed for inflammatory indications. argenx is also advancing cusatuzumab, ARGX-112, ARGX-114, and ARGX-115. The company’s portfolio encompasses several proprietary products and brands, such as VYVGART, VYVGART HYTRULO, VYVDURA, ARGENX, ABDEG, NHANCE, SIMPLE ANTIBODY, and ARGENXMEDHUB. Strategic collaborations are integral to argenx's business model. It maintains partnerships with AbbVie S.À.R.L., Zai Lab Limited, and LEO Pharma A/S, alongside numerous collaboration and license agreements with entities including Genor Biopharma Co. Ltd, Université Catholique de Louvain, Sopartec S.A., NYU Langone Health, Leiden University Medical Center, AgomAb Therapeutics NV, Broteio Pharma B.V., VIB vzw, University of Texas, BioWa, Inc., and Shire International GmbH. A specific collaboration with Genmab A/S focuses on the discovery, development, and commercialization of novel therapeutic antibodies for immunology and oncology applications. Additionally, argenx has a strategic collaboration with IQVIA Holdings Inc. for the provision of safety systems and related services.

                    Argenx Se (ARGX) Earnings & Revenues

                    ARGX Company Deck

                    ARGX Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presents a strongly positive commercial and financial picture: exceptional revenue growth (+90% YoY), first full-year operating profitability, a robust cash position (+>$1B YoY), and an expanding patient base (≈19,000). Clinically, the positive Phase III ADAPT OCULUS ocular MG readout (p=0.012; mean improvement 4.04 vs 1.99) and recent seronegative data (with a PDUFA in May) materially expand VYVGART’s addressable market and support label expansion. The company also highlighted a deepening pipeline and strategic investments in next-generation FcRn assets. Offsetting factors include a low gross margin (~11%), significant OpEx and R&D spend (combined R&D+SG&A $2.7B; ~30% YoY increase), a failed ALS study that halts that program, regulatory requests increasing trial burden in Graves, and payer/timing uncertainties that could delay realization of some label expansion benefits. Overall, the positive commercial momentum, profitability milestone, and major clinical win for ocular MG outweigh the challenges and near-term risks.View all ARGX earnings summaries

                    ARGX Stock 12 Month Forecast

                    Average Price Target

                    $1,043.95
                    ▲(22.96% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 53,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":542.47,"date":1751328000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 49,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":673.8,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n          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52,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":818.5,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 36,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":894.9,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 37,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n    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                    Ownership Overview

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                    63.29% Public Companies and Individual Investors
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