Incyte Remains Undervalued As Opzelura And Niktimvo Scale

Incyte started 2026 on a high note. On January 7, its stock hit an all-time high of $112.29. In my view, the key drivers of raised investor interest in Incyte are the strong performance of its ruxolitinib franchise.

Seeking Alpha • Feb 19, 2026

Incyte to Present at Upcoming Investor Conferences

WILMINGTON, Del.--(BUSINESS WIRE)--Incyte (Nasdaq:INCY) announced today that it will present at the following investor conferences during the month of March: TD Cowen 46th Annual Health Care Conference on Monday, March 2, 2026 at 10:30 am (EST) Leerink Partners 2026 Global Healthcare Conference on Tuesday, March 10, 2026 at 9:20 am (EDT) and Barclays 28th Annual Global Healthcare Conference on Wednesday, March 11, 2026 at 8:30 am (EDT) The presentations will be webcast live and can be accessed.

Business Wire • Feb 17, 2026

Baird Chautauqua International Growth Fund: Q4 2025 Winners, Laggards, Buys & Sells

Baird Chautauqua International Growth Fund underperformed its benchmark as stock selection in health care and consumer discretionary detracted most from relative returns. Fanuc reported September quarter results that beat consensus estimates, raising full-year operating profit guidance by 10% on demand recovery and improved utilization rates. Sea Limited reported September quarter results that beat consensus estimates, with revenue growing 38% and gross merchandise value growing 28%.

Seeking Alpha • Feb 13, 2026

Incyte: Why The Market Is Overreacting To A Guidance 'Miss'

Incyte experienced an 8.2% sell-off after 2026 guidance appeared to miss consensus by $680M, but this was due to a royalties accounting nuance. Adjusted for royalties, INCY's 2026 sales guidance is nearly in line with expectations, representing 11.5% YoY growth in Net Product Sales. Opzelura sales guidance was slightly below consensus, but the ex-Jakafi portfolio is growing rapidly, supporting a robust long-term outlook.

Seeking Alpha • Feb 11, 2026

Incyte weak 2026 revenue forecast heightens Jakafi patent concerns

Incyte forecast annual sales below Wall Street estimates on Tuesday with its key growth driver Opzelura expected to underperform, raising concerns about the drugmaker's ability to offset looming patent losses on top-seller Jakafi.

Reuters • Feb 10, 2026

Incyte Crumbles As Light Opzelura Guide Undoes Quarterly Sales Beat

Incyte stock crumbled Tuesday after lighter-than-expected guidance for 2026 Opzelura sales undercut its fourth-quarter revenue beat.

Investors Business Daily • Feb 10, 2026

Incyte Corporation (INCY) Q4 2025 Earnings Call Transcript

Incyte Corporation (INCY) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 10, 2026

Incyte Reports Fourth Quarter and Full Year 2025 Financial Results

WILMINGTON, Del.--(BUSINESS WIRE)---- $INCY--Incyte Reports Fourth Quarter and Full Year 2025 Financial Results.

Business Wire • Feb 10, 2026

Incyte (INCY) Q4 Earnings Lag Estimates

Incyte (INCY) came out with quarterly earnings of $1.8 per share, missing the Zacks Consensus Estimate of $1.94 per share. This compares to earnings of $1.43 per share a year ago.

Zacks Investment Research • Feb 10, 2026

Incyte (INCY) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

While the top- and bottom-line numbers for Incyte (INCY) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Feb 10, 2026