US · Healthcare · Biotechnology
EPS came in at 2.80 against a street estimate of 1.76 — a beat of 59.1%.
Analysts rate Incyte Corporation a buy (11 buy, 15 hold, 1 sell out of 27) with an average price target of $127.74.
CONFIDENT Incyte delivered 40% net sales growth, $1.49B in Q2 2026. Jakafi XR launched; Opzelura surged with CMS settlement benefit. Pipeline maturing across hematology, oncology, dermatology with catalyst-rich H2 ahead. Q2 2026 All marketed products grew YoY in U.S. and international markets. International Opzelura +34% YoY; Monjuvi Japan approval & launch Q2. Opzelura EU moderate AD approval expected Q3 with modest 2026 contribution, momentum in 2027. Analysts pressed on 989 regulatory strategy (endpoints, dosing paths), 734 competitive positioning vs. existing/emerging KRASG12D programs, and Jakafi XR conversion dynamics. Management clarified FDA discussions favor alternative endpoint paths incorporating anemia/disease-modification data, positioned 734 as potentially best-in-class in PDAC+chemo with full-dose bevacizumab advantage, and confirmed payer reimbursement active with formula…
Full summary in the app.
| Fund | Stake |
|---|---|
| Baker Bros Advisors LP | 15.17% |
| BlackRock Inc | 9.36% |
| Dodge & Cox | 5.90% |
| Vanguard Capital Management, LLC | 5.39% |
| State Street Corp | 4.76% |
| Vanguard Portfolio Management, LLC | 3.83% |
| AQR Capital Management LLC | 2.87% |
| Geode Capital Management, LLC | 2.32% |
| Document | Date |
|---|---|
| Company announcement · Q3 2026 INCYTE CORPORATION (INCY) – FORM 8-K SUMMARY August 31, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Incyte entered into an agreement with the U.S. Cen | 2026-08-31 |
| Quarterly report · Q2 2026 INCYTE CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Sales (6 months): $2,592.6 million, up 30.8% vs. $1,981.7 million in 2025 • Total R | 2026-07-28 |
| Results announced · Q3 2026 INCYTE CORPORATION Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Total revenue: $1.67 billion in Q2 2026, up 38% vs Q2 2025 • Total net sales: $1.49 | 2026-07-28 |
| Company announcement · Q3 2026 INCYTE CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Incyte Corporation completed acquisition of Vega Therapeutics, Inc. on July 6, 2026 • Vega T | 2026-07-06 |
| Company announcement · Q2 2026 INCYTE CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • One-time non-cash benefit of approximately $246 million expected to be recorded in Q2 2026 | 2026-06-22 |
| Quarterly report · Q1 2026 INCYTE CORPORATION – Q1 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total revenues: $1,272.7 million (Q1 2026) vs. $1,052.9 million (Q1 202 | 2026-04-28 |
| Proxy statement · Q4 2025 INCYTE CORPORATION PROXY STATEMENT SUMMARY --- CEO COMPENSATION • William J. Meury (CEO since June 2025): Total compensation figure not disclosed i | 2026-04-28 |
| Annual report FY2025 INCYTE CORPORATION — 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization (June 30, 2025): approximately $11.2 billion • Share | 2026-02-10 |
Readable in the app.
| Announcement | Date |
|---|---|
| Completed acquisition of Vega Therapeutics from Star Therapeutics Incyte Corporation completed its acquisition of Vega Therapeutics, Inc. (a subsidiary of Star Therapeutics LLC) on July 6, 2026. This was a previously announced deal that has now been finali | 2026-07-06 |
| Entered into definitive agreement to acquire Vega Therapeutics On June 8, 2026, Incyte Corporation announced it has agreed to acquire Vega Therapeutics, Inc., a subsidiary of Star Therapeutics, LLC, through a definitive agreement. This is a strategic ac | 2026-06-08 |
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Google PlayApp StoreData updated 2026-09-18.