US · Healthcare · Biotechnology
EPS came in at -3.79 against a street estimate of -4.27 — a beat of 11.2%.
Analysts rate Incyte Corporation a buy (12 buy, 15 hold, 1 sell out of 28) with an average price target of $129.54.
CONFIDENT Incyte delivered broad-based growth, raised 2026 product and total sales guidance, and advanced several late-stage programs, though CDK2 development was narrowed. Q3 FY26 Opzelura growth was broad-based across U.S. and international markets; European approval for moderate atopic dermatitis launched in the quarter. Analysts focused on 989’s frontline and second-line design, Opzelura momentum, pipeline prioritization, and development timelines. Management emphasized longer follow-up, FDA endpoint discussions, and disciplined capital allocation. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| Baker Bros Advisors LP | 15.18% |
| BlackRock Inc | 8.90% |
| Dodge & Cox | 5.90% |
| Vanguard Capital Management, LLC | 5.44% |
| State Street Corp | 4.80% |
| Vanguard Portfolio Management, LLC | 3.84% |
| AQR Capital Management LLC | 2.62% |
| Geode Capital Management, LLC | 2.34% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Q3 2026 total revenue was $1,557,204,000, up from $1,365,980,000 in Q3 2025. • Q3 2026 net loss was $784,803,000, or $(3.86) per | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 total revenue was $1.56 billion, up 14% year over year. • Total net sales were $1.32 billion, up 14%. • GAAP net loss wa | 2026-10-29 |
| 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 |
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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Open in the appGoogle PlayApp StoreData updated 2026-11-07.