Neurocrine Biosciences (NBIX)
NASDAQHealth CareBiotechnologySnapshot 2026-09-14
$157.22+0.64%
Close 2026-09-14 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-14
Research Workspace
Put NBIX beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Biotechnology is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 34% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 16%.
View QualityManagement screens strong on capital allocation, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskHealthy across the board
Neurocrine Biosciences' growth story relies on advancing its late-stage clinical pipeline. Revenue growth potential is supported by recent earnings beats and increased guidance. The stock trades at 19× P/E versus a peer median of 22×. This suggests the price reflects less growth than forecasted. A specific risk is the potential credibility hit if guidance is cut after a recent raise. Peer multiples imply a price about 22% above where it trades. Our read remains intact.
Trailing returns as of 2026-09-14. NBIX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 27 analysts currently covering NBIX (as of Sep 2026).
Based on 16 Wall Street analysts offering 12-month price targets for NBIX in the last 4 months.
Continue this research
Compare NBIX with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| NBIX Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Biotechnology — fair value, gap to price, and forward P/E.
Compare the value case
Put NBIX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Advance late-stage clinical pipeline with Phase 3 programs
FDA approval supports late-stage clinical pipeline advancement.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $157.22
The last 12 months of price, then the range of analyst 12-month targets from today’s $157.22.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Advance late-stage clinical pipeline with Phase 3 programs
Safety concerns could hinder Phase 3 program advancement.
Threatens: Expand commercial portfolio and revenue growth
Earnings beat but stock decline raises growth concerns.
Advances: Invest in commercial organization and sales force expansion
New leaders enhance commercial organization and support growth objectives.
Advances: Expand commercial portfolio and revenue growth
Increased guidance indicates revenue growth potential.
Advances: Complete acquisition of Soleno
M&A deal for Soleno supports growth objectives.
Advances: Increase revenue growth
CRENESSITY's benefits support revenue growth objective.
New data enhances product portfolio and market position.