Consensus estimates for argenx NV point to Q1 2026 revenue of $1.34 billion and earnings per share of $5.16, while the stock currently trades at $794.86 against an average price target of $1,016.22.
Investors are primarily focused on the commercial momentum of the Vyvgart franchise, specifically the uptake of the subcutaneous prefilled syringe formulation. Recent performance highlights the company’s transition to consistent profitability, driven by nearly 90% revenue growth in the previous fiscal year. Analysts are looking for continued expansion in the CIDP indication and regulatory updates ahead of the May 10 PDUFA date for seronegative myasthenia gravis, which remains a major upcoming catalyst.