NASDAQ:AMGN

Amgen Inc. (AMGN)

415.21
-2.63 (0.63%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
107 watching
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Investor Insights
star iconAug 15, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Amgen Inc. has garnered a generally positive outlook from analysts, highlighting its strong financial performance and innovative pipeline. The company recently reported impressive earnings, surpassing both top and bottom line expectations, alongside raising its guidance for future performance. Analysts emphasize the promising prospects of its GLP-1 weight loss drug currently in phase 3 testing. With a stable management team and multiple products experiencing double-digit growth, Amgen is considered a robust investment in the biotech sector. The stock is also deemed attractively priced with a good dividend yield, suggesting a solid long-term hold for investors.

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Consensus
Positive
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Valuation
Undervalued
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GILD
WAIT
It has been under-performing the overall market. Biotechs don't do well at this point seasonally. Its seasonal period starts in June and the trade could setup quite well. Don't look at it at this time.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly AMGN just released earnings and the 12% increase in revenues and 5% increase in EPS were likely held back due to government mandates to focus health spending towards COVID-19 projects. The company is now benefitting from the release of new arthritis and metastatic colorectal cancer treatments. They also signed a deal to partner with Eli Lilly to manufacture a coronavirus antibody treatment, when it is ready. They pay a good dividend, backed by a 50% payout ratio. We would trade this with a stop-loss of $205 and a target of of $255 -- over 15% upside. Yield 2.91% (Analysts’ price target is $254.12)

WATCH
A pure biotech company with a strong biosimilar business with a great core franchise in immunology. Their oncology business is also robust. They had a recent miss in one of their trials, which was the second miss this year. (There is another phase 3 trial this year.) He wants to see either more execution on their R&D drugs or backfill through some M&A in coming years. He's closely watching this.
BUY
It has a lot of irons in the fire including an oncology franchise they're not getting any credit for.
HOLD
The biotech grandddaddy. A great company that's produced some fine drugs, but other technologies have taken the shine off this stock. New drugs haven't driven the stock up. It does trade at a reasonable 11x earnings. A decent stock and it's stable, but lacks the punch of its peers. It depends what happens in the US election in Nov. 2020 too.
PAST TOP PICK
(A Top Pick Jul 05/18, Up 3%) One of the world's largest biotech companies. They have 3-4 blockbuster drugs in the pipeline in phase 1 & 2. It's an under-owned stock. Enbrel, their largest-selling drug, is undergoing a parent review. If Amgen wins--which he thinks will happen--then there'll be a 12% stock boost; if not, it will fall 12%. Either way, after this review, Amgen is still worth buying.
PARTIAL SELL
It has a nice head and shoulders, with a double-top at $210. It's now at a shoulder around $180. It needs to rise above this level. Continue to hold it or sell.
COMMENT
Great product but the are matured. he prefers other Health Care names.
TOP PICK
Large cap diversified biotech company. Seeing shorts because of a patent dispute. Diversified pipeline of drugs. Valuation is attractive. Buy this as a basket. Yield is 3.27%. (Analysts’ price target is $206.95)
WAIT
It's been in a choppy uptrend since 2017, and is now consolidating. Lows are around $180 and now testing that area. If it breaks out, it would be positive. Otherwise, it's wait and see.
DON'T BUY
The grandaddy of the biotechs, a good solid holding, trading at 14x earnings. But it lacks a catalyst.
PAST TOP PICK
(A Top Pick Jul 05/18, Up 10%) He held onto this over the summer, despite expecting autumnal volatility. It's a diversified biotech and big in bio-similars, so AMGN would benefit from an uptick here. It's reasonably priced.
WAIT

Had owned it for a number of years but sold it recently. The growth trajectory going forward was slowing. Still pretty cheap and great cash flow. For him to get back into this stock, it would have to be significantly lower.

TOP PICK

One of the leading biotech firms. They have a number of new drugs that came out. Dividend yield of 2.8%. Market cap of $124 billion. (Analysts’ price target is $196.95)

COMMENT

Pharmaceutical stocks have had a much more difficult time because of the presidential election, a time when they usually fall. However, they've bounced back as much as they normally do. This is not expensive. Trading at about 14X earnings and pays a nice dividend yield. Has some really great drugs in their pipeline. It continues to outperform on an earnings basis. He really likes this.

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