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AMAMGN

Amgen Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 6% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (225/wk), no spike
$AMGN·$224B·Drug Manufacturers - General·Healthcare
$432.49-0.4%YTD+32.0%1Y+46.2%
Price updated 6h ago·X counts updated 5d ago
AMAMGN
$AMGNAmgen Inc.
$432.49-0.35%225 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AMGN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

225X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AMGN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 56% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-16

Amgen sentiment is genuinely split after a roughly 10% Dow-weighted drop, with biotech researchers still leaning constructive on Imdelltra becoming first-line maintenance in small-cell lung cancer and on the obesity pipeline. The market-story camp calls Amgen the day's real damage while tech held up, and a technical thread wonders whether Dow or Nasdaq told the truer story. Two conversations that don't quite meet in the middle.

Read what X is saying about $AMGN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AMGN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Amgen quietly compounded 35% TTM on the Imdelltra lung-cancer plus GLP-1 pipeline — a 24x stock coiling into Nov 3 earnings.

Amgen is a global biotech leader with legacy franchises (Repatha, Enbrel, Prolia) plus the fast-growing Imdelltra bispecific in lung cancer and a GLP-1 obesity pipeline. The stock is up 35% TTM as the Imdelltra story landed and now coils ahead of Nov 3 earnings.

  • Growth is steady: Q1 2026 revenue of $8.6B at +5.8% YoY with 31% operating margins — the mix shift toward Imdelltra and the obesity pipeline is doing exactly what the bull case needs.
  • Beats are compounding: last four EPS prints at +12%, +8%, +12%, +12% — a cleaner cadence than most big-pharma peers, and 2026 consensus EPS of $23.08 against a $403 stock gives a 17x forward P/E.
  • The pipeline is the whole story: Imdelltra becoming first-line maintenance in SCLC is a real revenue driver, and the obesity-pipeline advancement is the "what else have you got after Humira" answer that AbbVie had to provide — Amgen is giving the Street the same answer.

Nov 3 Q3 earnings with Imdelltra uptake data plus obesity-pipeline guidance clean restarts the move; a pipeline safety signal or disappointing obesity readout and the premium compresses.

Agrees with X sentimentX is split and reasonably so — bulls on Imdelltra first-line SCLC maintenance plus the obesity pipeline; bears on the ~10% recent Dow drop. Both reads are correct: the operating story is intact and the macro positioning has been bumpy. The 6% dividend raise reflects management confidence.

What to watch: Nov 3 Q3 earnings — Imdelltra revenue trajectory, obesity-pipeline advancement milestones, and 2027 guide refresh. A pipeline safety signal is the asymmetric downside; a clean beat with raised guide and obesity-pipeline progress extends the move.

On the calendar: 2026-11-03 — Q3 2026 earnings

Read the AI verdict on $AMGN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops biologics for oncology, cardiovascular, bone health, and inflammation with a growing biosimilar portfolio and obesity pipeline.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - General sits in its cycle right now — and what that implies for $AMGN.

Drug Manufacturers - General · Healthcare

No material change from last week — GLP-1 duopoly (LLY/NVO) drives premium valuations while patent-cliff management defines the rest: ABBV migraine franchise win strengthens post-Humira portfolio.

What this means for $AMGN

Neutral — Develops biologics for oncology, cardiovascular, bone health, and inflammation with a growing biosimilar portfolio and obesity pipeline.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+14.5%YTD
+36.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
24.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
31.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
89.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
71.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
6.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$6.29$5.62+11.9%
Q1 2026Apr 30, 2026$5.15$4.77+8.0%
Q4 2025Feb 3, 2026$5.29$4.73+11.8%
Q3 2025Nov 4, 2025$5.64$5.02+12.4%
Next earningsTue, Nov 3·consensus EPS $5.77

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$8.6B+5.8%68.2%30.9%$3.37$1.5B
Q4 FY25$9.9B+8.9%81.9%39.8%$2.47$961.0M
Q3 FY25$9.6B+12.4%67.8%26.4%$5.98$4.2B
Q2 FY25$9.2B+9.3%67.2%28.8%$2.66$1.9B

Forward consensus

5-year forecast · up to 28 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$39.0B$38.5B – $39.5B$23.05$22.58 – $23.3424
FY27$40.4B$39.2B – $42.0B$24.49$22.83 – $26.0424
FY28$41.7B$38.1B – $46.9B$25.84$20.99 – $29.1728
FY29$43.4B$41.9B – $45.8B$27.71$26.49 – $29.7122
FY30$45.3B$43.8B – $47.8B$29.67$28.36 – $31.8126

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.91%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+17.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 539.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.415-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 13Rachna KhoslaSVP, Business Development1.3K sh$521KSellAug 11Rachna KhoslaSVP, Business Development2.0K sh$825KSellAug 6Nancy A. GrygielSVP & CCO1.0K sh$402KSellAug 6Derek MillerSVP, Human Resources1.8K sh$733K
+ 56 other (29 awards · 24 inkinds · 3 exempts) in window

See when $AMGN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 43
AI summary

Thomas J.W. Dittrich (new EVP & CFO of Amgen Inc.) filed an initial Form 3 reporting his beneficial ownership as of September 1, 2026. He directly owns 16,860 RSUs and 17,201 non-qualified stock options at an exercise price of $410.95, both granted under Amgen's equity incentive plan and vesting in four equal annual installments beginning August 7, 2027. This is a routine insider ownership disclosure required upon appointment as a new Section 16 reporting officer; no open-market purchases were made.

8-KMaterial eventJul 318-K — Item 1.05
AI summary

Amgen Inc. disclosed a material cybersecurity incident (Item 1.05) in which unauthorized actors exfiltrated data — including proprietary company data and patient protected health information — from cloud environments hosted by third-party providers. Amgen determined the incident is material as of July 29, 2026, activated its incident response plan, and engaged forensic experts. No impact to products, manufacturing, or financial reporting has been identified; the investigation is ongoing and regulatory/legal notification requirements are being assessed. Amgen believes the financial impact is not reasonably likely to be material, but IP and patient data exposure at this scale is a reputational and regulatory risk.

8-KShareholder voteMay 208-K — Item 5.07: Shareholder vote
AI summary

Amgen Inc. (AMGN) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor, shareholder proposals. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KOfficer or director changeMay 198-K — Item 5.02: Officer or director change
AI summary

Amgen Inc. (AMGN) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in Chief Executive Officer. Individuals named in the filing include Amgen Inc, Its Charter. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

8-KOfficer or director changeApr 228-K — Item 5.02: Officer or director change
AI summary

AMGN disclosed a personnel change (8-K Item 5.02, dated 2026-04-22). An executive departure and a new appointment are both reported. President and Chief Technology Officer. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 9 other (2 10-Qs · 2 earnings 8-Ks · 2 11-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Amgen Inc. $AMGN Shares Sold by Cohen Klingenstein LLCdefenseworld.net·22h agoAmgen (AMGN) Exceeds Market Returns: Some Facts to Considerzacks.com·1d agoThese Consumer Stocks Are Getting a Lift as Investors Rotate Out of Techinvestopedia.com·1d agoAMGN vs. MRK: Which Pharma Giant's Dividend Actually Has Room to Grow247wallst.com·2d agoHow to Turn $500,000 Into a Lazy $16,500 Yearly Passive Income Stream247wallst.com·3d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $AMGN on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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