StreetInsider.com News Articles

TD Cowen Reiterates Buy Rating on argenx SE (ARGX)

Fri, 23 Oct 2026 09:36:07 -0400

TD Cowen analyst Yaron Werber reiterated a Buy rating and $1,353.00 price target on argenx SE (NASDAQ: ARGX).

The analyst commented: "Mgmt Callback Takeaways: Vyvgart Delivers In MG/CIDP-Empa Next Big Thing; Vyvgart continues to beat driven by both MG/CIDP. We see FY27 ests going up driven by fast uptake in snMG followed by oMG in mid-'27. Pipeline is humming as FB102 moves to Ph3 while we expect positive empa Ph3 MMN data in Dec. Revs upgrades in '27 will more than outweigh higher OpEx (10 pipeline programs and IMNM commercial prep), driving margin expansion. Liking risk/reward at these levels."

For an analyst

argenx SE (ARGX) PT Raised to $1,190 at Morgan Stanley

Fri, 23 Oct 2026 08:20:28 -0400

Morgan Stanley analyst Sean Laaman raised the price target on argenx SE (NASDAQ: ARGX) to $1,190.00 (from $1,140.00) while maintaining a Overweight rating.

argenx SE (ARGX) PT Lowered to $1,120 at Guggenheim

Fri, 23 Oct 2026 07:59:34 -0400

(Updated - October 23, 2026 7:59 AM EDT)

Guggenheim analyst Yatin Suneja lowered the price target on argenx SE (NASDAQ: ARGX) to $1,120.00 (from $1,185.00) while maintaining a Buy rating.

The analyst commented: "Argenx delivered a very strong 3Q26. Key takeaways: (1) VYVGART beat: Global sales were ~$1.72B (+14% q/q, +53% y/y), ahead of the ~$1.64B consensus, with continued growth in both MG and CIDP. (2) Myositis: argenx expects to submit the IMNM sBLA by year-end. As expected, it will run another registrational study in DM. (3) Empasiprubart: The Phase III MMN readout has been narrowed to December 2026. (4) FB102 to

argenx SE (ARGX) PT Lowered to $1,120 at Guggenheim

Fri, 23 Oct 2026 07:59:34 -0400

(Updated - October 23, 2026 7:59 AM EDT)

Guggenheim analyst Yatin Suneja lowered the price target on argenx SE (NASDAQ: ARGX) to $1,120.00 (from $1,185.00) while maintaining a Buy rating.

argenx SE (ARGX) PT Lowered to $1,336 at Wells Fargo

Fri, 23 Oct 2026 07:06:05 -0400

Wells Fargo analyst Derek Archila lowered the price target on argenx SE (NASDAQ: ARGX) to $1,336.00 (from $1,356.00) while maintaining a Overweight rating.

argenx SE (ARGX) PT Raised to $861 at Baird

Thu, 22 Oct 2026 16:26:03 -0400

Baird analyst Colleen Kusy raised the price target on argenx SE (NASDAQ: ARGX) to $861.00 (from $823.00) while maintaining a Neutral rating.

The analyst comments "No change to outlook on earnings. argenx reported 3Q26 results, with Vyvgart sales of $1.72B (vs. $1.66B consensus) as growth continues in MG/CIDP. argenx looks to expand in MG, with a recent sBLA submission in oMG and a PDUFA date in pediatric gMG set for February. Data for empasiprubart in MMN are expected in December (first non-Vyvgart pivotal data). Management unveiled plans to initiate pivotal programs for Vyvgart in DM and for FB102 in celiac disease.

argenx SE (ARGX) PT Raised to $861 at Baird

Thu, 22 Oct 2026 16:26:03 -0400

Baird analyst Colleen Kusy raised the price target on argenx SE (NASDAQ: ARGX) to $861.00 (from $823.00) while maintaining a Neutral rating.

Jefferies on argenx SE (ARGX): 'we think this is a good entry point post-Sjogren's & cont. to like ARGX's setup into YE'26'

Thu, 22 Oct 2026 12:20:56 -0400

Jefferies analyst Akash Tewari reiterated a Buy rating and $1,200.00 price target on argenx SE (NASDAQ: ARGX).

The analyst comments "ARGX posted an OK Q3 w/ Vyvgart revs of $1.7B (~5% beat) & EPS in line. Stock dipped on higher OpEx & need for standalone DM Ph3. gMG & CIDP saw strong pt adds, w/ seronegative driving growth. We see an attractive entry point postSjögren's, remain +ve into Dec MMN data supporting Vision 2030's 50K pt goal & see FY'26 rev upside. Bottom line: ARGX reported an OK Q3 print w/ Vyvgart/Vyvgart Hytrulo revs of $1.7B (~5% beat vs $1.6B cons)

Jefferies on argenx SE (ARGX): 'we think this is a good entry point post-Sjogren's & cont. to like ARGX's setup into YE'26'

Thu, 22 Oct 2026 12:20:56 -0400

Jefferies analyst Akash Tewari reiterated a Buy rating and $1,200.00 price target on argenx SE (NASDAQ: ARGX).

argenx SE (ARGX) PT Lowered to $1,200 at Stifel

Thu, 22 Oct 2026 09:46:48 -0400

Stifel analyst Alex Thompson lowered the price target on argenx SE (NASDAQ: ARGX) to $1,200.00 (from $1,282.00) while maintaining a Buy rating.

The analyst comments "We remain Buy Rated on ARGX following a mixed 3Q26 featuring positive updates including a Vyvgart beat ($1.7 vs. 1.6B), IMNM sBLA filing on track for YE26, continued expansion in MG via ocular/pediatric sBLAs, and positive topline data for FB102 in CeD supporting Ph3 advancement. This was somewhat offset by the recent surprising discontinuation of the Sjogren's Ph3 for futility and the largely expected, though still disappointing, need to run another study in DM (removes nearterm

argenx SE (ARGX) PT Lowered to $1,200 at Stifel

Thu, 22 Oct 2026 09:46:48 -0400

Stifel analyst Alex Thompson lowered the price target on argenx SE (NASDAQ: ARGX) to $1,200.00 (from $1,282.00) while maintaining a Buy rating.

Form 6-K ARGENX SE For: Sep 30

Thu, 22 Oct 2026 08:21:00 -0400

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Argenx slips as Q3 operating profit miss offsets Vyvgart sales beat

Thu, 22 Oct 2026 07:21:04 -0400

Investing.com -- Argenx shares slipped more than 2% Thursday after the biotech’s third-quarter operating profit came in well below consensus, while sales of its main drug, Vyvgart, beat expectations.

Vyvgart sales were $1.72 billion, 6% above a company-compiled consensus and 5% above the Visible Alpha consensus. Total revenue was $1.75 billion, 6% above the Visible Alpha consensus.

Operating profit, however, came in at $486 million, 11% below that Visible Alpha consensus.

Management told the analysts it will keep expanding its operating margin in 2027, with more guidance due in early 2027.

"Argenx is committed on further margin expansion, and believes top

Argenx slips as Q3 operating profit miss offsets Vyvgart sales beat

Thu, 22 Oct 2026 07:21:04 -0400

Vyvgart sales were $1.72 billion, 6% above a company-compiled consensus and 5% above the Visible Alpha consensus. Total revenue was $1.75 billion, 6% above the Visible Alpha consensus.

Operating profit, however, came in at $486 million, 11% below that Visible Alpha consensus.

Management told the analysts it will keep expanding its operating margin in 2027, with more guidance due in early 2027.

"Argenx is committed on further margin expansion, and believes top

argenx (ARGX) Misses Q3 EPS by 10c

Thu, 22 Oct 2026 03:11:42 -0400

argenx (NASDAQ: ARGX) reported Q3 EPS of $7.80, $0.10 worse than the analyst estimate of $7.90. Revenue for the quarter came in at $1.72 billion versus the consensus estimate of $1.65 billion.

For earnings history and earnings-related data on argenx (ARGX) click here.

Citi opens 90-day upside catalyst watch on argenx

Wed, 21 Oct 2026 05:28:46 -0400

Citi analyst Samantha Semenkow reiterated a Buy rating and a $1,301.00 price target on argenx SE (NASDAQ: ARGX), with shares last closing at $869.72.

The rating comes ahead of pivotal Phase 3 EMPASSION trial data for empasiprubart, a C2 inhibitor being studied in Multifocal Motor Neuropathy, a rare neuromuscular disease. The study is designed to detect noninferiority on grip strength between empasiprubart and IVIg.

Semenkow noted that the study design is based on encouraging Phase 2 proof-of-concept data and that detecting superiority, while representing a positive outcome, is not viewed as necessary for regulatory approval or commercial success. The analyst estimated peak

TD Cowen on argenx SE (ARGX): 'Vyvgart Tracking Survey Points To Solid Q3 Beat'

Tue, 20 Oct 2026 09:12:26 -0400

TD Cowen analyst Yaron Werber reiterated a Buy rating and $1,353.00 price target on argenx SE (NASDAQ: ARGX).

The analyst commented: "Vyvgart Tracking Survey Points To Solid Q3 Beat; Our tracking survey predicts Q3 beat driven by CIDP and the PFS, while gMG share remains stable despite growing competition. Bloomberg Symphony TRx are up +34% q/q w/Hytrulo PFS accounting for 84% of total franchise TRx. Sales at ≥$1.65-1.675B will be well received vs. consensus $1.628B/our $1.651B ests. Next key catalyst is Ph3 MMN data in Q4 (likely Nov) w/70% PoS (45% NI and 25% superiority).

Our Take: Q3 Survey Supports A

argenx SE (ARGX) PT Lowered to $1,025 at RBC Capital

Tue, 20 Oct 2026 03:42:33 -0400

RBC Capital analyst Luca Issi lowered the price target on argenx SE (NASDAQ: ARGX) to $1,025.00 (from $1,100.00) while maintaining a Outperform rating.

The analyst comments "ARGX has been volatile lately with the stock "round tripping" as the myositis success in early-August (stock from ~$800s to ~$1,050) was followed by the Sjögren setback and a tough "degrossing" Biotech tape (larger-cap XBI -15% off the summer highs and smaller-cap BBC -34% off the summer highs) that ultimately drove the stock back to the low $800s. In all this, we do think that investors may under-appreciate that over the last few weeks we

argenx SE (ARGX) PT Lowered to $1,025 at RBC Capital

Tue, 20 Oct 2026 03:42:33 -0400

RBC Capital analyst Luca Issi lowered the price target on argenx SE (NASDAQ: ARGX) to $1,025.00 (from $1,100.00) while maintaining a Outperform rating.

Form 6-K ARGENX SE For: Oct 19

Mon, 19 Oct 2026 09:00:00 -0400

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argenx Phase 3 trial shows efgartigimod benefit in myositis

Mon, 19 Oct 2026 08:01:14 -0400

argenx SE (Euronext & Nasdaq: ARGX) announced results from its Phase 3 ALKIVIA study evaluating VYVGART Hytrulo (efgartigimod alfa and hyaluronidase-qvfc) in patients with autoimmune myositis, with data to be presented as a late-breaking oral presentation at the American College of Rheumatology (ACR) Convergence 2026 in Orlando, Florida, on November 11.

The study met its primary endpoint, showing a 15.4-point greater improvement in mean Total Improvement Score (TIS) versus placebo at Week 52 in the combined immune-mediated necrotizing myopathy (IMNM) and dermatomyositis (DM) population (47.95 vs. 32.56; p=0.0011). Improvements were observed as early as Week 4 and were sustained through 52

argenx to Present Phase 3 ALKIVIA Results in Autoimmune Myositis as a Late-Breaking Oral Presentation at ACR Convergence 2026

Mon, 19 Oct 2026 08:00:00 -0400

Results from the global Phase 3 ALKIVIA study, the first registrational study investigating an FcRn blocker in autoimmune myositis, show efgartigimod provides clinically meaningful improvements in IMNM and DM
Patient improvements observed as early as Week 4 and sustained through 52 weeks
Late-breaking oral presentation on Wednesday, November 11th, 9:15 – 9:30 AM ET

October 19, 2026, 8:00 AM ET

Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), the immunology innovation company, today announced that new data from the Phase 3 study evaluating VYVGART® Hytrulo (efgartigimod alfa and hyaluronidase-qvfc)

argenx to Present Phase 3 ALKIVIA Results in Autoimmune Myositis as a Late-Breaking Oral Presentation at ACR Convergence 2026

Mon, 19 Oct 2026 08:00:00 -0400

Results from the global Phase 3 ALKIVIA study, the first registrational study investigating an FcRn blocker in autoimmune myositis, show efgartigimod provides clinically meaningful improvements in IMNM and DM
Patient improvements observed as early as Week 4 and sustained through 52 weeks
Late-breaking oral presentation on Wednesday, November 11th, 9:15 – 9:30 AM ET

October 19, 2026, 8:00 AM ET

argenx SE (ARGX) PT Raised to $1,356 at Wells Fargo

Wed, 14 Oct 2026 06:39:52 -0400

Wells Fargo analyst Derek Archila raised the price target on argenx SE (NASDAQ: ARGX) to $1,356.00 (from $1,355.00) while maintaining a Overweight rating.

Truist Securitas's Biotechnology Earnings Preview: 'INSM, BBIO, NBIX Most Levered to the Print'

Mon, 12 Oct 2026 09:04:19 -0400

Truist Securitas's Biotechnology Earnings Preview

The analyst commented: "Ahead of 3Q26 earnings prints, we provide our latest thoughts on the set-ups and updated sales estimates for our commercial stage biotech companies: ALNY, ARGX, BBIO, BIIB, HRMY, INSM, NBIX, and VRTX. We continue to view catalysts beyond earnings as the primary drivers of performance across our coverage through year-end. The notable exceptions are INSM, BBIO, and NBIX, where we expect 3Q results to drive the greatest near-term share-price volatility.

For INSM and BBIO, expectations appear tempered heading into the quarter, lowering the bar for a favorable stock reaction. For INSM, prescription trends are