| AMGN |
Report |
Non-GAAP EPS (Q2 2026) |
BEAT |
pred ~$5.80 vs. cons ~$5.61 |
MEDIUM |
| AMGN |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$9.60B vs. cons ~$9.43B |
MEDIUM |
| AMGN |
Report |
Repatha Product Sales (Q2 2026) |
BEAT |
pred ~$1.02B vs. cons ~$950M |
MEDIUM |
| AMGN |
Guide |
FY2026 Total Revenue Guidance |
BETTER |
guide ~$37.8B-$39.0B vs. cons ~$37.9B (FY2026) |
MEDIUM |
| AMGN |
Guide |
FY2026 Non-GAAP EPS Guidance |
BETTER |
guide ~$22.20-$23.40 vs. cons ~$22.50 (FY2026) |
MEDIUM |
| AMGN |
Guide |
Prolia/XGEVA Erosion Pace Commentary (Q2/FY2026) |
LOWER |
guide ~-30% YoY decline vs. cons ~-25% YoY decline (FY2026 erosion trend) |
LOW |
| AMGN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| AMGN |
Return |
5-day cumulative residual |
+0.4% (FADE) |
Stock already de-risked into the print (pulled back ~3.6% from the $393 high amid the cyber-incident disclosure), so a likely beat-and-raise on EPS/revenue plus modest guidance lift is largely pre-digested by the 15% run since May; initial pop should fade over days 2-5 as analysts net the beat against implicit FY cuts embedded in accelerating Prolia/XGEVA/Enbrel erosion, unresolved TAVNEOS withdrawal proceedings, the IRS NOPA overhang, and no new MariTide pivotal data — all limiting durable upward estimate revisions even after a headline beat. |
LOW |