BeOne Medicines (NASDAQ:ONC) Announces Quarterly Earnings Results

BeOne Medicines (NASDAQ:ONC) announced its quarterly earnings results on Thursday. The company reported $0.58 EPS for the quarter, missing analysts’ consensus estimates of $1.60 by ($1.02), Zacks reports. The firm had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.45 billion. BeOne Medicines had a net margin of 5.37% and a return on equity of 11.10%.

BeOne Medicines Trading Down 1.7%

BeOne Medicines stock traded down $5.38 during trading hours on Friday, reaching $316.99. 364,170 shares of the company’s stock were exchanged, compared to its average volume of 252,166. The firm’s 50 day simple moving average is $336.81 and its 200 day simple moving average is $330.41. BeOne Medicines has a twelve month low of $196.45 and a twelve month high of $385.22. The company has a quick ratio of 2.17, a current ratio of 2.39 and a debt-to-equity ratio of 0.03. The firm has a market capitalization of $34.76 billion, a PE ratio of 125.79 and a beta of 0.52.

Analysts Set New Price Targets

Several equities research analysts recently commented on ONC shares. Truist Financial lifted their target price on shares of BeOne Medicines from $400.00 to $412.00 and gave the stock a “buy” rating in a research report on Friday. Citizens Jmp lifted their price target on shares of BeOne Medicines from $348.00 to $396.00 and gave the stock a “market outperform” rating in a report on Friday, November 7th. Weiss Ratings reissued a “sell (d-)” rating on shares of BeOne Medicines in a research note on Wednesday, January 21st. Citigroup raised their target price on BeOne Medicines from $399.00 to $405.00 and gave the stock a “buy” rating in a research report on Monday, November 10th. Finally, Sanford C. Bernstein raised BeOne Medicines from a “hold” rating to an “outperform” rating and set a $414.00 target price on the stock in a report on Monday, January 12th. Twelve investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $394.25.

BeOne Medicines News Summary

Here are the key news stories impacting BeOne Medicines this week:

• Positive Sentiment: Analysts raised price targets — Truist boosted its target to $412 (buy), implying ~30% upside from the cited reference price. Benzinga
• Positive Sentiment: Guggenheim raised its target to $410 (buy), signaling similar upside (~29%). Benzinga
• Positive Sentiment: Barclays raised its target to $405 and kept an overweight rating, another vote of confidence from sell‑side analysts. Benzinga
• Neutral Sentiment: Revenue beat — Q4 revenue was $1.50B vs. consensus ~$1.45B, showing top‑line strength even as other metrics disappointed. Earnings Presentation
• Neutral Sentiment: Analyst/coverage writeups and Q4 metric breakdowns are available (Zacks, Seeking Alpha, Yahoo) for investors wanting full detail on margins, ROE and segment performance. Zacks Analysis Yahoo
• Neutral Sentiment: Reported short‑interest data in the feed shows zero/NaN values and a 0.0 days‑to‑cover ratio — likely data reporting issues rather than a meaningful change in short activity.
• Negative Sentiment: Large EPS miss — Q4 EPS of $0.58 missed consensus ~$1.60 by ~$1.02, a key negative that pressured sentiment despite revenue strength. (See Q4 results commentary.)
• Negative Sentiment: Disappointing FY2026 guidance — company issued revenue guidance of ~$6.2–6.4B vs. consensus ~6.5B, which the market viewed as conservative and has weighed on the stock. Investing.com
• Negative Sentiment: Coverage/articles highlight the post‑earnings selloff and investor reassessment after the EPS miss and guidance gap. YicaiGlobal

Insider Activity

In other BeOne Medicines news, CEO John Oyler sold 24,369 shares of the stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $302.87, for a total transaction of $7,380,639.03. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, SVP Chan Henry Lee sold 1,660 shares of BeOne Medicines stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $349.52, for a total transaction of $580,203.20. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 102,656 shares of company stock worth $31,567,496. 6.62% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Mariner LLC increased its stake in BeOne Medicines by 3.8% in the fourth quarter. Mariner LLC now owns 883 shares of the company’s stock valued at $269,000 after purchasing an additional 32 shares in the last quarter. Cibc World Market Inc. grew its stake in shares of BeOne Medicines by 10.2% in the 4th quarter. Cibc World Market Inc. now owns 823 shares of the company’s stock valued at $250,000 after buying an additional 76 shares during the period. EFG International AG bought a new stake in BeOne Medicines in the 4th quarter valued at about $25,000. Orion Porfolio Solutions LLC raised its stake in BeOne Medicines by 4.2% during the 4th quarter. Orion Porfolio Solutions LLC now owns 2,932 shares of the company’s stock worth $891,000 after buying an additional 117 shares during the period. Finally, Vise Technologies Inc. boosted its holdings in BeOne Medicines by 18.5% in the fourth quarter. Vise Technologies Inc. now owns 924 shares of the company’s stock worth $281,000 after acquiring an additional 144 shares in the last quarter. 48.55% of the stock is owned by institutional investors.

About BeOne Medicines

BeOne Medicines Ltd. is a global oncology company domiciled in Switzerland that is discovering and developing innovative treatments that are more affordable and accessible to cancer patients worldwide. The firm portfolio spanning hematology and solid tumors, BeOne is expediting development of its diverse pipeline of novel therapeutics through its internal capabilities and collaborations. The company was founded by Xiao Dong Wang and John V. Oyler on October 28, 2010 and is headquartered in Basel, Switzerland.