argenx SE (ARGX) FY2025Q3 Earning Prediction

10/30 04:00:00

Pre-Market

argenx SE (ARGX) is set to release its FY2025Q3 earnings performance on 10/30 04:00:00 in Pre-Market trading. Consensus forecasts predict a revenue of 1.06B and an earnings per share (EPS) of 4.37 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

1.06B

1.14B

+7.35%

EPSBEAT

4.37

5.18

+18.54%

AI Summary

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AI Earnings Prediction

Prediction for FY2025Q3

Earnings Date: Oct 30, 2025

The earnings forecast predicts a Beat, driven by Vyvgart's growth momentum, pipeline catalysts, and operational efficiency.

Beat

Last 0 quarters:

4 beats1 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

25%

+8-12%

Revenue >$1.1B + EPS >$4.30

Beat

45%

+3-5%

Revenue $1.06B-$1.1B + EPS $4.10-$4.30

Neutral

15%

Flat to -2%

Revenue in line ($1.05B-$1.06B) + EPS ~$4.12

Miss

10%

-5-8%

Revenue <$1.05B + EPS <$4.00

Strong Miss

-10-15%

CIDP adoption stalls + gross margin contraction

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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

Vyvgart’s CIDP adoption (+2,500 patients) and seronegative gMG expansion drive sales above consensus ($1.07B vs. $1.058B).

EPS

Beat

Revenue outperformance offsets operating expense growth (no explicit cost-saving catalysts cited).

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Prediction Logic & Rational

Fact Data Drivers for Beat:

Vyvgart Growth Momentum:

Vyvgart demonstrated strong commercial traction in H1 2025 ($790M Q1, $949M Q2), with CIDP adoption accelerating (>2,500 patients as of June 30).
Label Expansion: Positive Phase 3 ADAPT SERON results for seronegative gMG (20% of total gMG patients) and planned sBLA submission (year-end 2025) widen the addressable market.
Analysts (BofA, Wedbush) model Q3 Vyvgart revenue at ~$ 1.07B, slightly above consensus ($ 1.058B).

Pipeline Catalysts:

Morgan Stanley highlighted six new pipeline indications for Vyvgart, suggesting underappreciated upside.
Orphan designation for idiopathic inflammatory myopathy therapy adds optionality.

Operational Efficiency:

RBC Capital notes $2B annual sales with potential to quadruple by 2030, supported by geographic expansion and dosing convenience.
Cash flow improvements likely from strong revenue collection and operational execution.

Risks to a Strong Beat:

Consensus estimates already factor in CIDP growth and label expansions.
Medicare Part D gross-to-net concerns (Wedbush) and high expectations (19% stock rally) raise the bar for a significant beat.

Prediction Logic & Rational

Tactical Strategy Recommendations

Directional Play:
- Bull Call Spread: Buy $800 calls / Sell $850 calls (expiring post-earnings) to capitalize on upside while limiting premium costs.
Hedging:
- Pair long stock with short-dated puts to hedge against downside from potential valuation reset.
Post-Earnings Catalyst:
- Monitor sBLA submission progress for seronegative gMG (late 2025) and Phase 3 readouts in 2026.

Rationale: High expectations (19% stock rally) demand a Beat for further upside, but valuation risks persist if growth decelerates. The setup favors a moderate Beat, with options pricing in volatility.

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

ARGX Transcript

argenx SE (ARGX) Q3 2025 Earnings Call Transcript

Positive10-30

The earnings call highlights strong product development, market expansion, and positive feedback on VYVGART. Despite some uncertainties, the optimistic guidance, strategic pipeline expansion, and growing market penetration suggest a positive outlook. The Q&A session reinforces confidence in product growth and market strategy, with promising updates on trials and potential new indications. However, some management responses were vague, which could temper enthusiasm slightly. Overall, the sentiment leans positive, with potential for stock price appreciation in the short term.

Argenx SE (ARGX) Discusses On R&D Spotlight | Pioneering MuSK Biology With ARGX-119 Conference Transcript

Neutral9-16

Argenx SE (ARGX) Discusses On R&D Spotlight | Pioneering MuSK Biology With ARGX-119 Conference Transcript

Neutral9-16

Argenx SE (ARGX) Discusses On R&D Spotlight | Pioneering MuSK Biology With ARGX-119 Conference (Transcript)

Neutral9-16

ARGX Report

Frequently Asked Questions

What is the argenx SE FY2025Q3 Earnings Release Date and Time?

argenx SE (ARGX) is scheduled to release its FY2025Q3 earnings report onOct 30, 2025, Pre-Market(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 argenx SE FY2025Q3 Revenue and EPS?

Analysts' consensus predicts 1.06B in revenue and an EPS of 4.37 for argenx SE's FY2025Q3.

What Does Intellectia's AI Predict for argenx SE FY2025Q3 Earnings?

Intellectia's exclusive AI algorithms forecast a Beat forargenx SE's FY2025Q3 earnings, with a prediction date of Oct 30, 2025. argenx SE The earnings forecast predicts a Beat, driven by Vyvgart's growth momentum, pipeline catalysts, and operational efficiency.

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

Leverage Intellectia's AI forecast to position trades ahead of theOct 30, 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 argenx SE 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!