Does Strong Q4 Results And INGREZZA Guidance Change The Bull Case For Neurocrine Biosciences (NBIX)?

Simply Wall St.02-26 00:35

In February 2026, Neurocrine Biosciences reported that fourth-quarter 2025 revenue rose to US$805.5 million and net income to US$153.7 million, with full-year revenue reaching US$2.86 billion and net ...

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The company also issued 2026 guidance calling for INGREZZA net product sales of US$2.70 billion to US$2.80 billion, underscoring the central role of this flagship therapy in supporting the business. Next, we will examine how this earnings strength and INGREZZA sales guidance interact with Neurocrine’s existing investment narrative and risk profile. This technology could replace computers: discover 22 stocks that are working to make quantum computing a reality.AdvertisementNeurocrine Biosciences Investment Narrative RecapTo own Neurocrine, you need to be comfortable with a story built around INGREZZA as the primary earnings engine, supported by a growing CNS portfolio. The latest earnings beat and 2026 INGREZZA sales guidance help reinforce that thesis and modestly strengthen the near term catalyst of continued prescription and access growth, while leaving the main risk of pricing pressure, payer scrutiny, and product concentration very much in focus. Among recent developments, the ongoing US$500 million share repurchase authorization stands out beside these results. Management has already bought back a meaningful portion of shares, and this capital return sits alongside INGREZZA driven earnings as a potential support for per share metrics. For investors watching catalysts, the combination of strong 2025 profitability, 2026 sales guidance, and continued buybacks will likely frame how you weigh upside against the key risks around pricing and competition. Yet against these positives, heavier dependence on INGREZZA pricing under tightening reimbursement rules is something investors should be aware of... Read the full narrative on Neurocrine Biosciences (it's free!)Neurocrine Biosciences' narrative projects $3.8 billion revenue and $976.5 million earnings by 2028. This requires 14.6% yearly revenue growth and a roughly $628 million earnings increase from $348.3 million today.Uncover how Neurocrine Biosciences' forecasts yield a $179.59 fair value, a 37% upside to its current price.Exploring Other PerspectivesNBIX 1-Year Stock Price Chart Some of the lowest analysts were assuming only about US$3.1 billion of revenue and US$384 million of earnings by 2028, so if you worry about payer pressure on INGREZZA and CRENESSITY you may see their more cautious stance as a useful counterweight to today’s stronger results and should compare these different views before deciding how this new information might reshape your own expectations.Explore 4 other fair value estimates on Neurocrine Biosciences - why the stock might be worth over 2x more than the current price!The Verdict Is YoursDisagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.A great starting point for your Neurocrine Biosciences research is our analysis highlighting 4 key rewards that could impact your investment decision.Our free Neurocrine Biosciences research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Neurocrine Biosciences' overall financial health at a glance.Want Some Alternatives?Our top stock finds are flying under the radar-for now. Get in early:AI is about to change healthcare. These 28 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.The latest GPUs need a type of rare earth metal called Dysprosium and there are only 30 companies in the world exploring or producing it. Find the list for free.We've uncovered the 16 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Neurocrine Biosciences might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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