BeOne Medicines Q4 Revenues Climb 33% to $1.5B, Truist Raises Target to $412
BeOne Medicines AG reported Q4 2025 global revenues of $1.5B, up 33% quarter-on-quarter and 40% year-on-year, with its lymphoma and leukemia therapy Brukinsa generating $1.1B for the quarter. The company issued 2026 revenue guidance of $6.2B–$6.4B as Truist Securities raised its price target to $412 while retaining a Buy rating.
1. Q4 Revenue Surge
BeOne Medicines AG posted global Q4 2025 revenues of $1.5 billion, a 33% increase over the prior quarter and 40% year-over-year, driven by its lymphoma and leukemia treatment Brukinsa which generated $1.1 billion for the period.
2. Analyst Boosts Price Target
Following the earnings, Truist Securities increased its price target to $412 from $400 while affirming a Buy rating after reviewing the quarterly results, fiscal 2026 guidance and discussions with company management.
3. Fiscal 2026 Guidance
BeOne Medicines AG projected full-year 2026 revenues between $6.2 billion and $6.4 billion, roughly in line with consensus estimates and suggesting continued healthy growth for Brukinsa without major label expansion.