Incyte stock price target raised to $89 from $86 at TD Cowen on strong Q2

Published 29/07/2025, 21:54
Incyte stock price target raised to $89 from $86 at TD Cowen on strong Q2

Investing.com - TD Cowen has raised its price target on Incyte (NASDAQ:INCY) to $89.00 from $86.00 while maintaining a Buy rating following the company’s strong second-quarter performance. The biopharmaceutical company, currently valued at nearly $15 billion, maintains strong financial health according to InvestingPro analysis, with more cash than debt on its balance sheet.

The firm noted that Incyte reported robust results across all products in its portfolio during the quarter, with particularly impressive growth from Niktimvo, which generated $36 million in revenue, representing a 166% quarter-over-quarter increase that exceeded market expectations. This success contributes to the company’s strong 17% year-over-year revenue growth, with total revenue reaching $4.4 billion in the last twelve months.

TD Cowen highlighted management’s confidence in the company’s mCALR program in myelofibrosis, with data expected by year-end, as well as Niktimvo’s performance in chronic graft-versus-host disease (cGvHD). For deeper insights into Incyte’s growth potential and comprehensive analysis, investors can access the detailed Pro Research Report available on InvestingPro, which covers 13 additional key insights about the company.

The research firm also pointed to the increasing likelihood of significant revenue preservation for Jakafi, Incyte’s flagship product, as a positive factor in their assessment.

TD Cowen further noted that Incyte’s inflammation and immunology (I&I) pipeline is expanding, with full chronic spontaneous urticaria (CSU) and top-line asthma data expected by year-end.

In other recent news, Incyte Corporation announced its second-quarter earnings for 2025, showcasing a mixed financial performance. The company reported $1.06 billion in product revenues, which fell short of the forecasted $1.15 billion. Despite this revenue miss, the market responded positively due to strong product growth and an upward revision in guidance for key products. Analysts have noted the company’s ability to maintain investor interest even with the revenue shortfall. The stock experienced a rise in premarket trading, reflecting investor confidence in the company’s future prospects. These developments highlight the importance of product growth and guidance adjustments in shaping market reactions. The company’s strategic focus on key products appears to be a significant factor in its ongoing market performance.

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