| INCY |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$1,530M vs. cons $1,503M |
MEDIUM |
| INCY |
Report |
Opzelura (Q2 2026) |
MISS |
pred ~$295M vs. cons $309M |
MEDIUM |
| INCY |
Report |
EPS non-GAAP operating (Q2 2026) |
BEAT |
pred ~$2.30 vs. cons $2.25 |
MEDIUM |
| INCY |
Guide |
Total Revenue FY 2026 (FY) |
LOWER |
guide ~$5.5B mid vs. cons $5.75B |
MEDIUM |
| INCY |
Guide |
Opzelura FY 2026 (FY) |
LOWER |
guide ~$825M mid vs. cons $895M |
MEDIUM |
| INCY |
Guide |
EPS FY 2026 (FY) |
BETTER |
guide ~$5.90 mid vs. cons $5.44 |
MEDIUM |
| INCY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-8.0% |
— |
MEDIUM |
| INCY |
Return |
5-day cumulative residual |
-10.0% (FADE) |
FADE — sell-side cuts H2 revenue estimates post-guide; EPS raise limits downside but does not flip the sign |
MEDIUM |