The massive Q4 beat is already priced in (reported 2/26/2026). Focus on the upcoming Q1 2026 earnings call on May 7 for guidance and pipeline updates. The stock may see modest pre-call positioning but the real catalyst is the Q1 print.
Price Chart
Executive Summary
argenx reported Q4 2025 EPS of $8.02, a 91.2% beat vs the $4.19 consensus, with revenue of $1.12B in line with estimates. The massive EPS surprise extends a streak of strong quarterly beats, but the press release is a forward-looking notice of an upcoming Q1 2026 earnings call, not the Q4 2025 results themselves, creating ambiguity.
Key Financial Metrics
Key Facts
- Q4 2025 EPS of $8.02 vs consensus $4.19, a 91.2% beat
- Revenue of $1.12B in line with consensus estimates
- This is a notice for a Q1 2026 earnings call on May 7, 2026, not the Q4 2025 earnings release itself
- Historical EPS beats: Q3 2025 +18.5%, Q2 2025 +31.7%, Q1 2025 +11.2%
Financial Impact
EPS beat of $3.83 per share vs consensus, representing a 91.2% surprise
Risk Factors
- The press release is a call notice, not the Q4 earnings release itself, creating a time lag risk
- Q1 2026 consensus EPS of $5.16 is lower than Q4's $8.02, setting a high bar for sequential performance
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3284412 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | Institutional Cluster | $984.04 $995.77 | ▲ +1.19% | ▲ +1.69% | $918.23 (−6.69%) |
Aug 17, 2026 6w ago | 6-K | $987.84 $1,011.11 | ▲ +2.36% | ▲ +3.55% | $918.23 (−7.05%) |
Aug 6, 2026 8w ago | Press Release | $875.30 $856.94 | ▼ −2.10% | ▼ −3.31% | $918.23 (+4.91%) |
Jul 27, 2026 9w ago | 6-K | $888.82 $853.82 | ▼ −3.94% | ▼ −5.01% | $918.23 (+3.31%) |
Jul 27, 2026 9w ago | Press Release | $888.82 $853.82 | ▼ −3.94% | ▼ −5.01% | $918.23 (+3.31%) |
Jul 23, 2026 10w ago | Press Release | $924.60 $872.58 | ▼ −5.63% | ▼ −6.10% | $918.23 (−0.69%) |
Jul 16, 2026 11w ago | Press Release | $857.97 $924.60 | ▲ +7.77% | ▲ +9.44% | $918.23 (+7.02%) |
Jun 23, 2026 14w ago | 6-K | $853.40 $912.46 | ▲ +6.92% | ▲ +5.91% | $918.23 (+7.60%) |
Jun 3, 2026 17w ago | 6-K | $813.14 $862.18 | ▲ +6.03% | ▲ +9.85% | $918.23 (+12.92%) |
May 8, 2026 20w ago | Press Release | $813.28 $776.26 | ▼ −4.55% | ▼ −4.47% | $918.23 (+12.91%) |
US Market Status
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