Amgen Inc (AMGN) FY2025Q3 Earning Prediction

11/04 05:00:00

After Hours

Amgen Inc (AMGN) is set to release its FY2025Q3 earnings performance on 11/04 05:00:00 in After Hours trading. Consensus forecasts predict a revenue of 8.97B and an earnings per share (EPS) of 5.00 for the FY2025Q3. 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!

Estimate

Actual

Surprise

RevenueBEAT

8.97B

9.56B

+6.59%

EPSBEAT

5.00

5.64

+12.80%

AI Summary

Slide

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AI Earnings Prediction

Prediction for FY2025Q3

Earnings Date: Nov 4, 2025

Amgen is predicted to exceed earnings expectations driven by strong product approvals, biosimilar growth, and expanded manufacturing capacity, despite potential R&D cost pressures.

Beat

Last 0 quarters:

5 beats0 misses

Scenario Analysis

The AI analyzes the probability of each scenario occurring and identifies the triggering conditions.

Scenario

Prob.

Stock Reaction

Trigger Condition

Strong Beat

20%

+5-7%

Revenue growth >15% YoY, EPS >$5.30, raised FY25 guidance.

Beat

45%

+2-4%

Revenue ~$9.0B (modestly above consensus), EPS ~$5.10.

Neutral

20%

Flat

In-line results with no guidance changes.

Miss

10%

-3-5%

Rare disease/biosimilar growth slows, R&D costs spike.

Strong Miss

-8-10%

Repatha/Tezspire demand disappoints, margin erosion.

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Key Indicators Forecast

The AI provides itemized forecasts for key indicators, potentially including revenue, EPS, gross margin, and free cash flow.

Revenue

EPS

Currency:

No data

Actual

Estimate

Metric

Prediction

Justification

Revenue

Beat

Tezspire/Repatha approvals, biosimilar growth, and manufacturing expansion drive volume.

EPS

Beat

Revenue upside offsets R&D cost concerns; upfront cash from Imdelltra royalty deal provides cushion.

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Prediction Logic & Rational

Logic & Justification

Fact Data Analysis:

Key Product Approvals & Expanded Use Cases:

FDA/EU approvals for Tezspire in chronic rhinosinusitis with nasal polyps (CRSwNP) and expanded Repatha indications (removing prior cardiovascular disease requirements) directly support volume growth and revenue upside. These approvals broaden addressable markets and align with AMGN’s rare disease and cardiovascular growth pillars.
Repatha’s Phase 3 VESALIUS-CV trial success (reducing MACE risk in high-risk patients) strengthens its competitive positioning, likely driving prescription momentum.

Biosimilar Momentum:

PAVBLU (part of the biosimilar portfolio) shows robust growth, with recent royalty deals (e.g., $885M upfront from Royalty Pharma for Imdelltra royalties) providing near-term cash flow to reinvest in pipeline/R&D.

Manufacturing Expansion:

$650M U.S. manufacturing investment supports capacity for volume-driven products (e.g., Repatha, Tezspire), mitigating supply constraints and enabling future growth.

R&D Cost Concerns:

Analysts (BofA, Raymond James) highlight rising R&D spending (e.g., obesity drug MariTide trials), which could pressure EPS despite revenue growth. Consensus EPS estimates have already been revised down - 2.0% over 3 months.

Competitive Threats:

Disappointing data for Amgen’s OX40 rocatinlimab and competitor Sanofi’s amlitelimab in atopic dermatitis raises questions about the OX40/OX40L class, but this is likely priced in and not directly impacting Q3 results.

Prediction Logic & Rational

Tactical Strategy Recommendations

Trading Strategy

Bullish Play: Buy near-term calls (e.g., Nov 2025 $300 strike) to capitalize on low expectations (1.5% stock underperformance vs. S&P 500). Upside catalysts include stronger-than-expected Repatha/Tezspire sales.
Hedge: Pair with puts (e.g., Nov 2025 $280 strike) to mitigate R&D cost risks.
Long-Term Holders: Hold through earnings; multiple expansions (Piper Sandler’s $342 PT) remain possible if pipeline updates (e.g., obesity drug MariTide) offset near-term margin concerns.

Tactical Strategy Recommendations

Earnings Surprise Analysis

The chart displays the extent of earnings surprises and corresponding stock price movements for each earnings event.

Revenue

EPS

AMGN Transcript

Amgen Inc. (AMGN) Presents at Citi Annual Global Healthcare Conference 2025 Transcript

Neutral12-3

Amgen Inc. (AMGN) Presents at Evercore 8th Annual Healthcare Conference Transcript

Neutral12-3

Amgen Inc. (AMGN) Q3 2025 Earnings Call Transcript

Positive11-4

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) Presents At Morgan Stanley 23rd Annual Global Healthcare Conference (Transcript)

Neutral9-9

AMGN Slides

Amgen Q2 2025 slides: Revenue up 9%, EPS surges 21% as guidance raised

2025-08-05

Amgen Q3 2025 slides: Revenue up 12%, guidance raised on strong product performance

2025-11-04

AMGN Report

Frequently Asked Questions

What is the Amgen Inc FY2025Q3 Earnings Release Date and Time?

Amgen Inc (AMGN) is scheduled to release its FY2025Q3 earnings report onNov 4, 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.

What Are the Consensus Forecasts for Amgen Inc FY2025Q3 Revenue and EPS?

Analysts' consensus predicts 8.97B in revenue and an EPS of 5.00 for Amgen Inc's FY2025Q3.

What Does Intellectia's AI Predict for Amgen Inc FY2025Q3 Earnings?

Intellectia's exclusive AI algorithms forecast a Beat forAmgen Inc's FY2025Q3 earnings, with a prediction date of Nov 4, 2025. Amgen Inc Amgen is predicted to exceed earnings expectations driven by strong product approvals, biosimilar growth, and expanded manufacturing capacity, despite potential R&D cost pressures.

How Can I Use This Earnings Prediction to Trade AMGN Stock?

Leverage Intellectia's AI forecast to position trades ahead of theNov 4, 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.

How Accurate Is Intellectia's AI for Earnings Predictions Like Amgen Inc FY2025Q3?

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.

How does AI Earnings Prediction generate its forecasts?

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!

When are the predictions available, and how often are they updated?

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.

Can I use AI Earnings Prediction for all types of stocks?

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!