Piper Sandler raises Amgen stock price target to $342 on strong portfolio growth

Published 25/08/2025, 16:12
Piper Sandler raises Amgen stock price target to $342 on strong portfolio growth

Investing.com - Piper Sandler raised its price target on Amgen (NASDAQ:AMGN) to $342.00 from $328.00 on Monday, while maintaining an Overweight rating on the stock. According to InvestingPro data, the biotech giant currently trades at a P/E ratio of 23.6x and shows strong financial health metrics.

The adjustment follows Amgen’s second-quarter earnings report, which demonstrated robust performance across the company’s commercial portfolio, with management highlighting 15 products achieving double-digit annual sales growth in Q2 2025. The company’s revenue grew 12.9% year-over-year, with a notably strong gross profit margin of 69.4%. InvestingPro analysis reveals 10+ additional insights about Amgen’s performance and outlook.

Piper Sandler noted that Amgen remains "well-positioned" to overcome the loss of exclusivity for its denosumab products, a significant milestone in the company’s product lifecycle management.

The research firm pointed to "continued strong execution" across Amgen’s commercial portfolio as a key factor in its positive outlook, alongside ongoing pipeline advancement.

Piper Sandler’s analysis suggests potential for multiple expansion from an enterprise value to 2026 estimated EBITDA ratio of approximately 13x, supporting the higher price target.

In other recent news, Amgen has reported second-quarter earnings that surpassed expectations, with revenue reaching $9.20 billion, exceeding the anticipated $8.94 billion. This strong performance prompted the company to raise its full-year guidance. The U.S. Food and Drug Administration has expanded the approval of Amgen’s Repatha for adults with high LDL cholesterol, allowing its use as a standalone therapy for certain patients. RBC Capital responded to the earnings beat by raising its price target for Amgen to $330 while maintaining an Outperform rating, highlighting the success of Amgen’s rare disease portfolio.

Bernstein SocGen Group lowered its price target for Amgen to $335, despite the positive earnings report, maintaining an Outperform rating. Cantor Fitzgerald reiterated a Neutral rating with a $305 price target, citing strong sales of Evenity and Imdelltra. TD Cowen maintained a Buy rating with a $389 price target, emphasizing the value of Amgen’s growth portfolio and improved operating margins. These developments reflect a period of significant activity for Amgen, with strong financial results and regulatory advancements.

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