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BeOne Medicines Ltd.

ONC·NASDAQ

$279.00

+1.6%
HealthcareMedical - Pharmaceuticals

BeOne Medicines, formerly known as BeiGene, is a global oncology company focused on discovering, developing, and commercializing innovative cancer therapies. Founded in 2010 and headquartered in Cambridge, Massachusetts—with operations spanning over 45 countries across six continents—the company rebranded as BeOne in late 2024 and redomiciled to Basel, Switzerland in 2025. BeOne has established itself as a leader in immuno-oncology and targeted therapies, with key assets including Tevimbra (tislelizumab), a PD-1 monoclonal antibody approved for multiple cancer indications globally, and Brukinsa (zanubrutinib), a Bruton's tyrosine kinase (BTK) inhibitor that surpassed $1.3 billion in annual sales and is approved in major markets such as the U.S., Europe, and China. The company’s strategy combines internal R&D with the development of assets sourced from external partnerships, driving a robust pipeline across hematologic malignancies and solid tumors.

At a Glance

Live Snapshot
Market Cap$29.81B
EPS34.1900
P/E Ratio8.16
Earnings Date08/05/2026
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BeOne Medicines Ltd. Street Expectations Map

ONC · NASDAQ

Wall Street analysts project that ONC stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 399.11, with estimates ranging from a low of 340.00 to a high of 436.00.

Lowest Target
340.00
21.86%
Consensus Target
399.11
43.05%
Highest Target
436.00
56.27%

The consensus 1-year price target stands at 399.11, with estimates ranging from a low of 340.00 to a high of 436.00.

Analyst Consensus Analysis

Upside Potential

+43.0%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

24.1% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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BeOne Medicines Ltd. Forward Estimates of Revenue

ONC · NASDAQ
Latest Revenue
5.34B
FY 2025
Avg Estimate
6.48B
FY 2026
Estimate Range
6.38B - 6.60B
Analyst Spread

Forward Growth Analysis

Projected Growth+21.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage24 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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BeOne Medicines Ltd. Forward Estimates of Net Income

ONC · NASDAQ
Latest Net Income
286.93M
FY 2025
Avg Estimate
758.98M
FY 2026
Estimate Range
488.74M - 846.71M
Analyst Spread

Forward Growth Analysis

Projected Growth+164.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage24 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread47%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomes—suggests elevated risk and potential volatility.

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BeOne Medicines Ltd. Forward Estimates of EPS

ONC · NASDAQ
Latest EPS
34.19
FY 2025
Avg Estimate
$6.58
FY 2026
Estimate Range
$4.31 - $7.46
Analyst Spread

Forward Growth Analysis

Projected Growth-80.8%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread48%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evident—carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertainty—exercise caution.

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BeOne Medicines Ltd. Forward Estimates of EBIT

ONC · NASDAQ
Latest EBIT
475.09M
FY 2025
Avg Estimate
-3.30B
FY 2026
Estimate Range
-3.37B - -3.25B
Analyst Spread

Forward Growth Analysis

Projected Growth-795.6%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage24 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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BeOne Medicines Ltd. Forward Estimates of EBITDA

ONC · NASDAQ
Latest EBITDA
616.77M
FY 2025
Avg Estimate
-3.17B
FY 2026
Estimate Range
-3.22B - -3.12B
Analyst Spread

Forward Growth Analysis

Projected Growth-613.2%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage24 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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BeOne Medicines Ltd. Forward Estimates of SG&A Expense

ONC · NASDAQ
Latest SG&A Expense
2.08B
FY 2025
Avg Estimate
4.18B
FY 2026
Estimate Range
4.12B - 4.26B
Analyst Spread

Forward Growth Analysis

Projected Growth+100.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage24 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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BeOne Medicines Ltd. Insider Positioning

ONC · NASDAQ

During the last 12 months, insiders have sold $1.56M worth of ONC shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

4.4K

571.21K

Net Activity

-571K

-$571K

3-6 Months

Bought

0

0.00

Sold

3.1K

992.01K

Net Activity

-992K

-$992K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
LCH

Lee Chan Henry

Officer: Svp, General Counsel

2.3K shares5 transactions

$761K

2
OJ

Oyler John

Director, Officer: Chief Executive Officer

1.8K shares1 transactions

$540K

3
DM

Dugan Margaret

Director

212 shares1 transactions

$66K

4
SC(D

Sanders Corazon (Corsee) D.

Director

212 shares1 transactions

$66K

5
RA

Riva Alessandro

Director

212 shares1 transactions

$66K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.56M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$571K

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.