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01/09 09:32
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Amgen Inc (AMGN) is set to release its FY2025Q2 earnings performance on 08/05 04:00:00 in After Hours trading. Consensus forecasts predict a revenue of 8.92B and an earnings per share (EPS) of 5.26 for the FY2025Q2. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
The earnings forecast indicates a 'Beat' driven by strong product performance, cost management, and favorable market conditions.
Key Fact Data Drivers:
Positive Phase 3 trial results for bemarituzumab (gastric cancer) and IMDELLTRA (lung cancer) highlight pipeline strength but are unlikely to materially impact Q2 sales.
Tezspire and Repatha prescriptions showed "aggressive volume growth" (Piper Sandler), with Q2 seasonality historically strong (Citi).
Forex adjustments (BofA) and incremental script trends for key products likely provide a ~3% revenue boost.
R&D spending remains elevated due to ongoing trials (e.g., MariTide Phase 2/3), but analysts note no new safety concerns.
Trump’s drug pricing pressure introduces regulatory uncertainty, but Q2 margins likely benefited from prior cost optimizations.
MariTide’s 20% weight loss efficacy (Phase 2) is promising, but stock fell 5% post-data, reflecting investor skepticism about commercialization timelines and competition.
Upcoming patent expirations (Prolia, Xgeva) and erosion of Enbrel/Otezla sales (Guggenheim) offset near-term pipeline wins.
Consensus Context:
Stock underperformed S&P 500 (+ 5.44% vs. + 10.5%), suggesting muted expectations.
Revenue/EPS estimate revisions (+ 0.59%/+ 0.05%) imply low bar for outperformance.
Bullish Play:
The earnings call reflects a positive outlook with strong product development, strategic focus on biosimilars, and promising pipeline assets like VESALIUS-CV and MariTide. Despite some unclear management responses, the emphasis on growth drivers, disciplined capital allocation, and innovative strategies in obesity and cardiovascular markets suggest a positive sentiment. The Q&A reveals enthusiasm for future opportunities and robust R&D investments, supporting a positive stock price movement.
Amgen Inc (AMGN) is scheduled to release its FY2025Q2 earnings report onAug 5, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
Analysts' consensus predicts 8.92B in revenue and an EPS of 5.26 for Amgen Inc's FY2025Q2.
Intellectia's exclusive AI algorithms forecast a Beat forAmgen Inc's FY2025Q2 earnings, with a prediction date of Aug 5, 2025. Amgen Inc The earnings forecast indicates a 'Beat' driven by strong product performance, cost management, and favorable market conditions.
Leverage Intellectia's AI forecast to position trades ahead of theAug 5, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
Each prediction includes a detailed rationale, key indicator forecasts, and scenario probabilities to guide your trades. For a *Beat*, consider buying call options or shares; for a *Miss*, explore puts or hedging strategies. The prediction card provides actionable suggestions, like specific option strikes or hedging tips, tailored to your risk tolerance. Trade smart and turn insights into profits!
