Takeda Pharmaceutical Co Stock (NYSE: TAK)

Takeda Pharmaceutical Co (NYSE:TAK) Stock

Takeda Pharmaceutical Co

Takeda Pharmaceutical

Takeda Pharmaceutical is Japan's largest pharmaceutical company, with revenue of JPY 4.6 trillion in fiscal 2024. The company's five core therapeutic areas are oncology, gastroenterology, neuroscience, rare diseases, and plasma-derived therapies, which account for more than 80% of revenue. Its geographic footprint is well diversified, with over 50% derived from the US, 20% from Japan, 20% from Europe and Canada.

Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock)

Takeda Pharmaceutical Co Ltd

TransAKT Ltd

TAKIGAMI STEEL CONSTRCTN by Takigami Steel Construction Co. Ltd.

Takigami Steel Construction Co Ltd

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Takamatsu Construction Group Co Ltd

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WIIM

RL stock has given up its prior gain. Ralph Lauren shares were trading higher following better-than-expected Q4 financial results.

Formula Sys (1985) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FORTY#NASDAQ">FORTY</a>) reported quarterly earnings of $1.23 per share. This is a 11.82 percent increase over earnings of $1.10 per share from the same period last year. The company reported $754.68 million in sales this quarter. This is a 8.06 percent increase over sales of $698.40 million the same period last year.

Earnings

News

FORTY

Formula Sys (1985) Q1 EPS $1.23 Up From $1.10 YoY, Sales $754.68M Up From $698.40M YoY

Wells Fargo analyst James Feldman maintains Ryman Hospitality Props (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RHP#NYSE">RHP</a>) with a Overweight and raises the price target from $99 to $101.

Price Target

Analyst Ratings

Wells Fargo Maintains Overweight on Ryman Hospitality Props, Raises Price Target to $101

Morgan Stanley analyst Meta Marshall maintains Zoom Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) with a Equal-Weight and raises the price target from $79 to $85.

Morgan Stanley Maintains Equal-Weight on Zoom Communications, Raises Price Target to $85

Basel Medical Group Ltd (NASDAQ:<a href="https://www.benzinga.com/stock/BMGL#NASDAQ">BMGL</a>), today announced that it has entered into a purchase agreement with a consortium of Bitcoin (BTC) holders for the purchase by the Company of up to 10,000 BTC (with current market value of approximately US$1.0 billion) by issuing of its ordinary shares.
This purchase will diversify its treasury reserves to a very large extent, while maintaining its core focus on medical services expansion in the Asia Pacific Region. This is a major strategic financial initiative to strengthen the Company's balance sheet and support its aggressive expansion across Asia's high-growth healthcare markets.

BMGL

Basel Medical Group To Purchase Up To 10,000 BTC Via Stock Deal, Valued At $1.0B

Morgan Stanley analyst Stephen Byrd maintains Xcel Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XEL#NASDAQ">XEL</a>) with a Equal-Weight and lowers the price target from $79 to $78.

Morgan Stanley Maintains Equal-Weight on Xcel Energy, Lowers Price Target to $78

Wells Fargo analyst Sam Reid maintains Toll Brothers (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOL#NYSE">TOL</a>) with a Overweight and raises the price target from $120 to $130.

Wells Fargo Maintains Overweight on Toll Brothers, Raises Price Target to $130

Morgan Stanley analyst Stephen Byrd maintains Vistra (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>) with a Overweight and raises the price target from $172 to $178.

Morgan Stanley Maintains Overweight on Vistra, Raises Price Target to $178

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Needham raised Snowflake Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>) price target from $215 to $230. Needham analyst Mike Cikos maintained a Buy rating. Snowflake shares closed at $179.12 on Wednesday. S<a href="https://www.benzinga.com/quote/SNOW/analyst-ratings">ee how other analysts view this stock</a>.</li>
<li>HC Wainwright &amp; Co. boosted the price target for MediWound Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDWD#NASDAQ">MDWD</a>) from $25 to $31. HC Wainwright &amp; Co. analyst Swayampakula Ramakanth maintained a Buy rating. MediWound shares closed at $19.89 on Wednesday. <a href="https://www.benzinga.com/quote/MDWD/analyst-ratings">See how other analysts view this stock.</a></li>
<li>JP Morgan raised Urban Outfitters, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) price target from $63 to $78. JP Morgan analyst Matthew Boss upgraded the stock from Neutral to Overweight. Urban Outfitters shares closed at $59.60 on Wednesday. <a href="https://www.benzinga.com/quote/URBN/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Needham increased the price target for nCino, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NCNO#NASDAQ">NCNO</a>) from $28 to $33. Needham analyst Mayank Tandon maintained a Buy rating. nCino shares closed at $25.48 on Wednesday. <a href="https://www.benzinga.com/quote/NCNO/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Citigroup aslashed the price target for Becton, Dickinson and Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDX#NYSE">BDX</a>) from $217 to $185. Citigroup analyst Joanna Wiensch downgraded the stock from Buy to Neutral. Becton, Dickinson shares closed at $173.14 on Wednesday. <a href="https://www.benzinga.com/quote/BDX/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Wedbush cut Vigil Neuroscience, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VIGL#NASDAQ">VIGL</a>) price target from $13 to $8. Wedbush analyst Laura Chico downgraded the stock from Outperform to Neutral. Vigil Neuroscience shares settled at $2.31 on Wednesday. <a href="https://www.benzinga.com/quote/VIGL/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup raised Integer Holdings Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITGR#NYSE">ITGR</a>) price target from $133 to $140. Citigroup analyst Joanne Wuensch upgraded the stock from Neutral to Buy. Integer Holdings shares closed at $118.88 on Wednesday. <a href="https://www.benzinga.com/quote/ITGR/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Rosenblatt boosted Zoom Communications Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) price target from $90 to $100. Rosenblatt analyst Catharine Trebnick maintained a Buy rating. Zoom shares closed at $82.27 on Wednesday.  <a href="https://www.benzinga.com/quote/CM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Rosenblatt increased the price target for Navitas Semiconductor Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVTS#NASDAQ">NVTS</a>) from $4 to $6. Rosenblatt analyst Kevin Cassidy maintained a Buy rating. Navitas Semiconductor shares settled at $1.91 on Wednesday. <a href="https://www.benzinga.com/quote/NVTS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>UBS raised Accenture plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>) price target from $390 to $395. UBS analyst Kevin Mcveigh maintained a Buy rating. Accenture shares closed at $317.72 on Wednesday. <a href="https://www.benzinga.com/quote/ACN/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying ACN stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="586" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/22091541/image-287-1024x586.png" alt="" class="wp-image-924453" style="width:685px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/22091541/image-287-1024x586.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/22091541/image-287-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/22091541/image-287-768x439.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/22091541/image-287.png 1131w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Accenture To Rally More Than 24%? Here Are 10 Top Analyst Forecasts For Thursday

Morgan Stanley analyst Alex Straton maintains Urban Outfitters (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) with a Overweight and raises the price target from $62 to $77.

Morgan Stanley Maintains Overweight on Urban Outfitters, Raises Price Target to $77

Wells Fargo analyst Edward Kelly maintains Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) with a Overweight and lowers the price target from $135 to $115.

Wells Fargo Maintains Overweight on Target, Lowers Price Target to $115

Morgan Stanley analyst Alexandra Steiger maintains TJX Companies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TJX#NYSE">TJX</a>) with a Overweight and raises the price target from $133 to $140.

Morgan Stanley Maintains Overweight on TJX Companies, Raises Price Target to $140

Morgan Stanley analyst Simeon Gutman maintains Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) with a Overweight and lowers the price target from $160 to $112.

Morgan Stanley Maintains Overweight on Target, Lowers Price Target to $112

<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="900" height="600" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22074344/Perfect-Diary-0522-01-900x600-1.png" alt="" class="wp-image-13260" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22074344/Perfect-Diary-0522-01-900x600-1.png 900w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22074344/Perfect-Diary-0522-01-900x600-1-300x200.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22074344/Perfect-Diary-0522-01-900x600-1-768x512.png 768w" sizes="(max-width: 900px) 100vw, 900px" /></figure>
The cosmetics seller reported a nearly 50% increase in its first-quarter revenue from skincare products as it pivots to the segment from make-up
Key Takeaways:
<ul class="wp-block-list">
<li>Yatsen's first-quarter net loss narrowed sharply to less than $1 million, as it reported a profit on a non-GAAP basis</li>
<li>Skincare products accounted for 43.5% of the cosmetics seller's net revenue for the quarter, up from 31.7% a year earlier</li>
</ul>
When&nbsp;Yatsen Holding Ltd.&nbsp;(YSG.US) Chairman Huang Jinfeng declared his company was on the cusp of a turnaround in April, it was just a month before he had the numbers to prove it to investors. On May 16, when the Guangzhou-based cosmetics firm released its&nbsp;<a href="https://www.prnewswire.com/news-releases/yatsen-announces-first-quarter-2025-financial-results-and-provides-updates-on-share-repurchase-program-302457533.html">first quarter results&nbsp;</a>for 2025, the results showed a second consecutive quarter of top-line revenue growth, after two quarters of contraction, and some pleasant bottom-line news as the company reported a second consecutive quarterly non-GAAP profit.
While the company still reported a net loss for the quarter, even that was less than $1 million, down substantially from a year earlier. All that good news showed that the company's strong investment in R&amp;D and 240 patents filed in the last few years, mostly for skincare products, has been money well spent. "After our IPO, we went through a turnaround stage," said Huang in the April interview. "In 2021, we announced that we needed to invest heavily in R&amp;D to expand our skincare revenue. It took us three years, and it was not an easy journey. And now we have finally turned the company around."
Yatsen reported its first-quarter revenue rose 7.8% year-on-year to 833.5 million yuan ($114.9 million) from 773.4 million yuan in the first quarter of 2024, while its net loss narrowed by 95.5% to 5.6 million yuan from 124.9 million yuan. The revenue increase marked an auspicious start to 2025, since Yatsen has never reported annual revenue growth since its IPO in 2020.
The main driver behind the turnaround was Yatsen's skincare products, whose revenue soared 47.4% year-on-year to 362.4 million yuan during the quarter. As skincare outpaced growth for its other products, the category's share of total revenue jumped to 43.5% from 31.7% a year earlier. That helped to drive a 1.4 percentage point increase year-on-year in Yatsen's gross margin to 79.1%, and a non-GAAP net profit of 7.1 million yuan, compared with a non-GAAP net loss of 83.8 million yuan in the first quarter of 2024.
Investors were less enthusiastic about the upbeat report, despite Yatsen's announcement of a new share repurchase program of up to $30 million along with the quarterly results. Its shares have fallen by more than 8% in the four trading days since the announcement last Friday.
Yatsen's shares now trade more than 50% below their IPO price, and its price to sales ratio (P/S) of 0.99 is well behind the 3.88 for the profitable&nbsp;Shanghai Chicmax&nbsp;(2145.HK) and 3.11 for&nbsp;Proya Cosmetics&nbsp;(603605.SH), which is also profitable. Global cosmetics giant&nbsp;L'Oréal&nbsp;(OR.PA) trades at an even higher 4.67 despite stagnant sales and profits.
Yatsen got its start in 2016 by tapping into the emerging online market for color cosmetics with Gen Z consumers under the Perfect Diary and Little Ondine brands. Launched in 2019, its Abby's Choice skincare brand had minimal sales at the time of Yatsen's November 2020 IPO, accounting for just 12.9% of total revenue. Just before the IPO, in October 2020, Yatsen boosted its skincare business with its purchase of the iconic French Galénic brand.
<h4 class="wp-block-heading">Skincare acquisitions</h4>
The company has added three more skincare brands since then, DR. WU, Eve Lom and EANTiM, all acquired in 2021. Abby's Choice was phased out in 2023. But even after its closing, revenue from skincare products had grown to 1.39 billion yuan in 2024, accounting for 41.1% of the company's 3.39 billion yuan in annual revenue that year. Color cosmetics still accounted for 1.9 billion yuan in revenues, or a majority 58% of the total. But that percentage has been steadily shrinking as Yatsen places greater emphasis on skincare.
The reasons for the pivot are clear, since skincare is the fastest growing segment of China's 400 billion yuan market for beauty products. Data aggregator Statista said cosmetic sales in China were worth about 126 billion yuan in 2025, with an annual growth rate of 4.76%. But the skincare market was growing by a faster 8% annually between 2018 and 2023 and was projected to reach over 700 billion yuan by 2028.
The reasons behind skincare's race ahead of cosmetics are not entirely clear. One factor may be the emphasis that Chinese consumers put on anti-aging and skin whitening products. Such products may also have steadier demand in the current climate of consumer caution, while color cosmetics may be perceived as a more expendable luxury.
China's economic slump has dealt a blow to the domestic business of international cosmetic brands from L'Oreal to Sephora, owned by luxury brand LVMH. Korean brands have also been looking past China to prop up their sales, and South Korea overtook France in 2024 as the top exporter of cosmetics to the U.S.
Yatsen's share of China's highly fragmented cosmetics market is tiny at just 1%, according to Huang. He said the company is trying to position itself as a seller of products with strong scientific and technological credentials. Yatsen is also unaffected by the China-U.S. tariff war, since its raw materials are sourced domestically and its exports are limited, mainly to Southeast Asia. Huang attributed Yatsen's relative success in the current market to its ability to deliver innovative products.
"Chinese consumers are smart, they're well-educated and they have a strong appetite for new innovations," Huang said in the April interview. "They want products they have never seen before. That's the fundamental driver we see when they are making choices. They are also sensitive to getting value for money, which doesn't mean low prices. They're just looking for higher value".
Skincare accounted for 25 of the top 50 brands last year in the annual CBE-Hurun China Beauty Powerful Brands report. Top brands from the segment included Yatsen and Komfymed, a recombinant collagen product that markets itself as "more suitable for Asian skin" from&nbsp;Giant Biogene&nbsp;(2367.HK). Color cosmetics accounted for 19 brands on the list.
Giant Biogene, with a market cap of HK$83.6 billion ($10.6 billion) and P/S ratio of 14, may be a better role model for Yatsen these days rather than cosmetics makers. By comparison, Yatsen's current market cap is a much smaller $449 million.
Yatsen must certainly be looking enviously at Biogene's stock, which has more than tripled since its Hong Kong IPO in 2022. Two of three analysts surveyed by Yahoo Finance rate Yatsen a "buy" or "strong buy," which isn't bad. But a far larger 20 analysts follow Giant Biogene's stock, all of whom rate the company as a "buy" or "strong buy."

Equities

Long Ideas

Global

Opinion

Signals

This Beauty Stock Poised For A Comeback?

Wells Fargo analyst Ike Boruchow maintains VF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) with a Equal-Weight and lowers the price target from $13 to $12.

Wells Fargo Maintains Equal-Weight on VF, Lowers Price Target to $12

Morgan Stanley maintains Snowflake (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>) with a Equal-Weight and raises the price target from $185 to $200.

Morgan Stanley Maintains Equal-Weight on Snowflake, Raises Price Target to $200

Stephens &amp; Co. analyst Pooran Sharma reiterates Hormel Foods (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HRL#NYSE">HRL</a>) with a Equal-Weight and maintains $31 price target.

Reiteration

Stephens & Co. Reiterates Equal-Weight on Hormel Foods, Maintains $31 Price Target

Wells Fargo analyst Ike Boruchow maintains Urban Outfitters (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) with a Equal-Weight and raises the price target from $55 to $70.

Wells Fargo Maintains Equal-Weight on Urban Outfitters, Raises Price Target to $70

Morgan Stanley analyst David Arcaro maintains Public Service Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>) with a Overweight and lowers the price target from $102 to $101.

Morgan Stanley Maintains Overweight on Public Service Enterprise, Lowers Price Target to $101

Morgan Stanley analyst David Arcaro maintains Pinnacle West Capital (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PNW#NYSE">PNW</a>) with a Equal-Weight and lowers the price target from $88 to $87.

Morgan Stanley Maintains Equal-Weight on Pinnacle West Capital, Lowers Price Target to $87

Press Releases

Takeda Delivers Strong Third-Quarter FY2024 Results; Raises Full Year Outlook, Forecasting Revenue and Core Operating Profit Margin Growth

Julie Kim Will Succeed Christophe Weber as CEO of Takeda in June 2026

The European Medicines Agency (EMA) Has Approved an Additional Subcutaneous Administration Option for TAKHZYRO® (lanadelumab) for Patients Aged 12 Years and Above with Recurrent Attacks of Hereditary Angioedema (HAE)

Protagonist and Takeda Announce Positive Topline Results from Phase 3 VERIFY Study of Rusfertide in Patients with Polycythemia Vera

Takeda's HyQvia® receives expanded market authorization as maintenance therapy for chronic inflammatory demyelinating polyneuropathy (CIDP)

Takeda Awards $13.8 Million to U.S. Nonprofit Partners to Promote Healthy Eating and Expand STEM Education

BioLife Plasma Services Introduces the New Fresenius Kabi Adaptive Nomogram Across its U.S. Network of Plasma Donation Centers

Takeda Announces FY2024 Full Year Results and FY2025 Outlook Reflecting Growth & Launch Products Momentum, Strong Cash Flow Generation and Late-Stage Pipeline Progress

The New England Journal of Medicine Publishes Data from Phase 2b Trial of Oral Orexin Receptor 2 Agonist Oveporexton (TAK-861) in People with Narcolepsy Type 1

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