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TickerTalks›$ARGX
ARARGX

argenx SE

Strong FundamentalsStrong FundamentalsRevenue growing 109% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (201/wk), no spike
$ARGX·$51B·Biotechnology·Healthcare
$816.21-3.6%YTD+0.4%1Y+3.8%
Price updated 13m ago·X counts updated 5d ago
ARARGX
$ARGXargenx SE
$816.21-3.55%201 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ARGX 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.

201X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $ARGX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-02

UBS upgrades argenx from Neutral to Buy and lifts PT from $960 to $1,400. The stock is 'casually +3.3% today, $33 richer' and community accounts frame ARGX alongside IMVT as the auto-immune leader that ate LLY's would-be Merida assets. Even the LLY-competing thread frames ARGX as the incumbent everyone else is chasing.

Read what X is saying about $ARGX

  • 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 $ARGX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Autoimmune-therapy leader with Q2 revenue +109% YoY, 29% operating margin, 90% gross margin and UBS upgrade to Buy with $1,400 PT.

argenx develops autoimmune therapies anchored by VYVGART (efgartigimod) in myasthenia gravis and CIDP, with the pipeline expanding across neuromuscular and immunology indications.

  • Q2 FY26 revenue $2.82B, +109.2% YoY with 30.1% operating margin; Q4 FY25 revenue $3.21B, +459% YoY — persistent high-triple-digit growth into Q4 and Q2
  • TTM: 38x earnings, 12.7x sales, 22% ROE, 90% gross margin, 29% operating margin, FCF yield 1.7%, debt-to-equity 0.006 — pharma economics with growth
  • 2026 estimates: $6.19B revenue, $28.80 EPS; 2027 $7.66B, $38.44 EPS — modeling continued 24% revenue growth and 34% EPS growth
  • YTD +11%, trailing-12m +22% at $936 against a $60B market cap
  • UBS upgraded Neutral to Buy, PT raised $960 to $1,400 (~50% upside)
  • New VYVGART data at AANEM/MGFA on earlier and sustained treatment in MG and CIDP
  • Founding member of Antibody Developability Consortium (Ginkgo/Apheris) with AbbVie, Lundbeck, Takeda

The operating line is doing what best-in-class autoimmune launches do — revenue tripled, margin expanding, cash generative — and the equity has NOT caught up (+11% YTD against +109% YoY revenue growth), leaving the UBS $1,400 PT as the valuation upside case.

Agrees with X sentimentX frames UBS upgrade from Neutral to Buy, PT $960 to $1,400 (~50% upside), with ARGX alongside IMVT as the auto-immune leader that ate LLY's would-be Merida assets. The LLY-competing thread frames ARGX as the incumbent everyone else is chasing. The attention aligns with the operating acceleration and the sell-side upgrade cadence.

What to watch: Any VYVGART new-indication readout (CIDP expansion, additional neuromuscular) and the FY26 pre-announcement — whether the 20%+ revenue growth sustains and operating margin stays above 25%.

On the calendar: 2027-03-04 FY26 earnings

Read the AI verdict on $ARGX

  • 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.

Biotech developing FcRn-blocking antibody therapies for autoimmune diseases; Efgartigimod approved for myasthenia gravis.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $ARGX.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $ARGX

Neutral — Biotech developing FcRn-blocking antibody therapies for autoimmune diseases; Efgartigimod approved for myasthenia gravis.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+35.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
38.3How 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
17.4%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
28.8%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
1.7%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
12.7Same 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
21.7%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
89.9%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
0.0Total 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 2026Jul 23, 2026$7.32$6.27+16.7%
Q1 2026May 7, 2026$5.90$5.16+14.3%
Q3 2025Oct 30, 2025$5.18$4.37+18.5%
Q1 2025May 8, 2025$2.58$2.32+11.2%
Next earningsThu, Mar 4·consensus EPS $8.11

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$2.8B+109.2%90.1%30.1%$13.49$748.7M
Q4 FY25$3.2B+459.2%89.4%26.5%$14.25$406.9M
Q2 FY25$948.0M+5.1%88.3%21.5%$6.85$432.6M
Q1 FY25$790.7M+97.2%89.8%17.9%$2.78—

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.2B$6.0B – $6.4B$29.36$26.52 – $33.6814
FY27$7.7B$7.4B – $8.0B$39.04$31.18 – $44.5312
FY28$9.1B$8.8B – $9.4B$48.60$46.56 – $50.675
FY29$10.8B$10.4B – $11.1B$62.36$59.74 – $65.0110
FY30$12.4B$12.0B – $12.8B$75.16$72.00 – $78.356

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.1.4×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.45%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.-11.3%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.-0.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 61.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.β-0.025-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.

SEC filings

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

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 21 other (13 6-Ks · 3 SC TO-T/As · 2 13Gs · 2 SC TO-Cs) in window

Recent news

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

argenx to Report Third Quarter 2026 Financial Results and Business Update on October 22, 2026globenewswire.com·2d agoARGX Investors with $100,000 in Losses Have Opportunity to Join argenx SE Fraud Investigation with SBS Lawbusinesswire.com·4d agoargenx Meets Primary Endpoint in Phase II Celiac Disease Studyzacks.com·7d agoARGX Stock Down on Stopping Late-Stage Autoimmune Disease Studyzacks.com·7d agoargenx: The Sjögren's Selloff Looks Overdoneseekingalpha.com·7d ago

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Voices on X · last 7 days

No standout posts about $ARGX 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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