Core Viewpoint - Argenx SE (NASDAQ:ARGX) is identified as one of the top growth stocks on NASDAQ for the next decade, with positive ratings and significant upside potential from analysts [1][2]. Analyst Ratings and Price Targets - H.C. Wainwright maintains a Buy rating on Argenx SE with a price target of $915, indicating an 8.93% upside from current levels [1]. - Wells Fargo has also reiterated a Buy rating, increasing its price target from $1,264 to $1,317, suggesting a potential upside of 55% from current levels [2]. Revenue Estimates - Wells Fargo has raised its revenue estimates for Argenx's product Vyvgart for the 2026-2030 period by 5%-15%, reflecting expectations of stronger performance [3]. - The consensus revenue estimate for FY 2026 is $5.6 billion, which Wells Fargo believes underestimates the company's growth potential, projecting revenues could reach $6.5 billion with single-digit quarter-over-quarter growth in Q1 and low double-digit growth from Q2 to Q4 [3]. Company Overview - Argenx SE is a commercial-stage biopharmaceutical company focused on developing therapies for autoimmune diseases, operating in multiple countries including the Netherlands, the United States, China, and Japan [4]. - The company's product lineup includes VYGART HYTRULO and VYGART, and it was founded in 2008, headquartered in Amsterdam, the Netherlands [4].

Core Insights - Argenx SE – ADR (NASDAQ:ARGX) is recognized as a promising healthcare stock for 2026, particularly following the FDA's acceptance of a priority review for its drug Vyvgart [1][2] Group 1: FDA Review and Drug Indication - The FDA has granted priority review status for a supplemental biologics license application aimed at expanding Vyvgart's use for treating adults with acetylcholine receptor antibody-seronegative generalized myasthenia gravis (gMG) [2] - If the application is successful, it will broaden the patient population eligible for Vyvgart, potentially increasing its market reach [2] Group 2: Sales Momentum and Market Sentiment - William Blair has reiterated an Outperform rating on Argenx, citing strong sales momentum in the Vyvgart franchise, with sales exceeding expectations [3] - The positive sales trend is anticipated to continue through 2026 across indications in myasthenia gravis (MG) and chronic inflammatory demyelinating polyneuropathy (CIDP) [3] Group 3: Company Overview - Argenx SE is a Netherlands-based global biotechnology company focused on developing, manufacturing, and commercializing antibody-based therapies for severe autoimmune diseases and cancers [4]

Core Viewpoint - Biotech stocks are outperforming in the current stock market rally, with key players like Amgen, Gilead Sciences, Vertex Pharmaceuticals, Regeneron Pharmaceuticals, and Argenx trading in or near buy zones as the fourth-quarter earnings season approaches [1] Group 1: Company Performance - Amgen (AMGN) is highlighted as a leading Dow Jones index component and industry giant, indicating strong market positioning [1] - Gilead Sciences (GILD) is noted for generating improved relative strength, suggesting positive market sentiment and potential for growth [1] - Regeneron Pharmaceuticals (REGN) is experiencing stock volatility but shows potential for business development deals following a solid fourth-quarter report [1] Group 2: Market Trends - The fourth-quarter earnings season is expected to reveal stock market leadership dynamics, indicating a critical period for investors [1] - The overall stock market is responding positively to recent developments, with the Nasdaq, Dow, and S&P 500 finding buyers at key levels [1] - Stocks like Gilead Sciences are showing renewed technical strength, which may attract further investment [1]

Group 1 - Argenx SE (NASDAQ:ARGX) is recognized as one of the top high-growth European stocks, with an Outperform rating maintained by William Blair due to strong sales growth in its Vyvgart brand [1] - Vyvgart sales are exceeding expectations and are expected to maintain solid momentum through 2026 for applications in myasthenia gravis (MG) and chronic inflammatory demyelinating polyneuropathy (CIDP) [1] - The FDA has agreed to prioritize a supplemental biologics licensing application for Vyvgart, which aims to expand its use in treating adults with acetylcholine receptor antibody-seronegative generalized myasthenia gravis (gMG) [3] Group 2 - Argenx is developing treatments for severe autoimmune diseases and operates in four segments: the United States, Japan, EMEA, and China [4] - The company has other clinical products in development, such as empasiprubart for multifocal motor neuropathy (MMN), with pivotal data expected in the fourth quarter of 2026 [2]

Core Viewpoint - Argenx SE (NASDAQ:ARGX) is highlighted as one of the best stocks to buy, with a price target increase from Wells Fargo reflecting strong growth potential in its product Vyvgart [1][2]. Group 1: Price Target and Analyst Outlook - Wells Fargo raised the price target on Argenx SE from $1,264 to $1,317, maintaining an Overweight rating on the shares [1][2]. - Analyst Derek Archila increased the 2026-2030 outlook for Vyvgart by 5-15%, indicating confidence in the product's performance [2]. - The consensus estimate for Argenx's FY2026 revenue is projected at $5.6 billion, but Archila anticipates it will reach approximately $6.5 billion, driven by growth in subsequent quarters [3]. Group 2: Stock Performance and Analyst Sentiment - Over the past six months, Argenx SE's shares have increased by over 45% as of January 27 [4]. - Among 28 analysts covering ARGX, 86% have rated the stock as a Buy, with a median price target of $1,007.86, suggesting a potential upside of 16.80% [4].

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, indicating a looming crisis in power supply as AI continues to grow [2][3] Investment Opportunity - A specific company is noted as a potential investment opportunity, possessing critical energy infrastructure assets that are essential for supporting the increasing energy needs of AI data centers [3][7] - This company is described as a "toll booth" operator in the AI energy boom, benefiting from the surge in demand for electricity driven by AI advancements [4][5] Market Position - The company is positioned at the forefront of America's energy strategy, owning significant nuclear energy infrastructure and being capable of executing large-scale projects across various energy sectors [7][8] - It is noted that this company is debt-free and has a substantial cash reserve, equating to nearly one-third of its market capitalization, which provides a strong financial foundation [8][10] Competitive Advantage - The company also holds a significant equity stake in another AI-related venture, offering investors indirect exposure to multiple growth opportunities in the AI sector without the associated high premiums [9][10] - The stock is described as undervalued, trading at less than 7 times earnings, which presents a compelling investment case compared to other firms in the energy and utility sectors [10][11] Industry Trends - The article discusses the broader trends of onshoring and tariffs under the Trump administration, which are expected to drive growth in U.S. LNG exports and benefit the company [6][14] - The influx of talent into the AI sector is noted, ensuring continuous innovation and advancements, which further supports the investment thesis in AI-related companies [12][13]

Core Thesis - Argenx SE is experiencing strong momentum driven by the success of its therapy VYVGART, which generated over $4.1 billion in 2025, nearly doubling year-on-year [2][4]. Company Overview - Argenx SE is a commercial-stage biopharma company focused on developing therapies for autoimmune diseases across various countries including the United States, Japan, China, and the Netherlands [2]. Financial Performance - As of January 26th, Argenx's share price was $833.16, with trailing and forward P/E ratios of 35.64 and 27.93 respectively [1]. Product Development and Strategy - VYVGART has evolved into a durable franchise with multiple growth levers, focusing on expanding the addressable patient population rather than just proving demand [4]. - Key priorities for 2026 include broadening VYVGART's global footprint and extending its reach into additional indications such as seronegative and ocular MG, immune thrombocytopenia, myositis, and Sjögren's disease [4]. - The company is also advancing its leadership in FcRn biology through next-generation molecules and new delivery formats, including a planned autoinjector in 2027 [5]. Pipeline and Future Outlook - Argenx is building a robust pipeline with approximately ten registrational studies ongoing and ten molecules in clinical development by year-end, including first-in-class programs [5]. - The company has transitioned from a single-asset biotech to a platform-driven organization, with VYVGART providing scale, cash flow, and credibility, while the growing pipeline reduces concentration risk [6]. - With continued execution, Argenx is positioned as a long-duration immunology compounder with multiple opportunities for sustained value creation [6].

Group 1: ClearBridge Investments and Mid Cap Strategy - ClearBridge Mid Cap Strategy underperformed against the Russell Midcap Index, which returned 0.16% during Q4 2025 due to narrow market leadership and sentiment-driven trading [1] - Weakness in information technology and real estate holdings pressured returns, while gains in select consumer discretionary stocks provided partial support [1] - Elevated dispersion and uneven earnings reactions continued to shape mid-cap equity performance during the quarter [1] - The portfolio management team expressed cautious optimism for the future, noting improving clarity around policy, interest rates, and business investment could create a favorable backdrop for active stock selection [1] - Valuation gaps are widening and fundamentals across many mid-cap companies are strengthening [1] Group 2: Argenx SE Performance - Argenx SE (NASDAQ:ARGX) is focused on developing antibody-based therapies for severe autoimmune diseases, with a one-month return of 2.79% and a market capitalization of approximately $53.493 billion as of January 27, 2026 [2] - Argenx SE's stock advanced due to continued commercial execution and pipeline progress, despite overall stock selection in industrials and health care weighing on results [3] - Argenx SE was held by 50 hedge fund portfolios at the end of Q3, a decrease from 53 in the previous quarter [4]

Core Insights - Investors in the Medical - Biomedical and Genetics sector should consider Harmony Biosciences Holdings, Inc. (HRMY) and argenex SE (ARGX) for potential value opportunities [1] Valuation Metrics - HRMY has a forward P/E ratio of 9.20, significantly lower than ARGX's forward P/E of 29.47 [5] - HRMY's PEG ratio is 0.34, while ARGX's PEG ratio is 0.54, indicating HRMY may offer better value relative to its expected earnings growth [5] - HRMY has a P/B ratio of 2.54 compared to ARGX's P/B of 8.18, further suggesting HRMY is undervalued [6] Zacks Rank and Earnings Outlook - HRMY holds a Zacks Rank of 1 (Strong Buy), indicating positive earnings estimate revisions, while ARGX has a Zacks Rank of 5 (Strong Sell) [3] - The stronger estimate revision activity for HRMY suggests a more favorable earnings outlook compared to ARGX [7] Value Grades - HRMY has a Value grade of A, while ARGX has a Value grade of D, reflecting HRMY's more attractive valuation metrics [6]