BeOne Medicines (NASDAQ:ONC) Cut to “Buy” at Wall Street Zen

BeOne Medicines (NASDAQ:ONC) was downgraded by analysts at Wall Street Zen from a “strong-buy” rating to a “buy” rating in a report issued on Saturday.

ONC has been the topic of a number of other research reports. Morgan Stanley reaffirmed an “overweight” rating and issued a $405.00 price objective on shares of BeOne Medicines in a report on Thursday, January 8th. Citigroup lifted their price target on BeOne Medicines from $399.00 to $405.00 and gave the company a “buy” rating in a research note on Monday, November 10th. Guggenheim upped their price objective on BeOne Medicines from $400.00 to $410.00 and gave the stock a “buy” rating in a report on Friday. Citizens Jmp increased their price objective on BeOne Medicines from $348.00 to $396.00 and gave the stock a “market outperform” rating in a research report on Friday, November 7th. Finally, Royal Bank Of Canada boosted their target price on shares of BeOne Medicines from $417.00 to $425.00 and gave the stock an “outperform” rating in a research report on Thursday. Twelve research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $394.25.

BeOne Medicines Price Performance

ONC stock opened at $316.99 on Friday. The company has a current ratio of 2.39, a quick ratio of 2.17 and a debt-to-equity ratio of 0.03. The company has a market capitalization of $34.76 billion, a P/E ratio of 125.79 and a beta of 0.52. The business has a 50 day simple moving average of $336.81 and a 200-day simple moving average of $330.41. BeOne Medicines has a twelve month low of $196.45 and a twelve month high of $385.22.

BeOne Medicines (NASDAQ:ONC) last released its quarterly earnings results on Thursday, February 26th. The company reported $0.58 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.60 by ($1.02). BeOne Medicines had a return on equity of 11.10% and a net margin of 5.37%.The company had revenue of $1.50 billion for the quarter, compared to analysts’ expectations of $1.45 billion. As a group, equities analysts anticipate that BeOne Medicines will post -5.82 EPS for the current year.

Insiders Place Their Bets

In related news, CEO John Oyler sold 24,369 shares of the stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $302.87, for a total value of $7,380,639.03. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Chan Henry Lee sold 1,660 shares of BeOne Medicines stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $349.52, for a total value of $580,203.20. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 102,656 shares of company stock valued at $31,567,496 in the last 90 days. Corporate insiders own 6.62% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of ONC. EFG International AG bought a new stake in BeOne Medicines during the fourth quarter valued at about $25,000. Anchor Investment Management LLC bought a new position in shares of BeOne Medicines in the second quarter worth about $26,000. Leonteq Securities AG acquired a new position in shares of BeOne Medicines during the 4th quarter worth about $35,000. Daiwa Securities Group Inc. bought a new stake in BeOne Medicines during the 2nd quarter valued at approximately $35,000. Finally, CWM LLC grew its holdings in BeOne Medicines by 32.8% in the 4th quarter. CWM LLC now owns 158 shares of the company’s stock valued at $48,000 after buying an additional 39 shares during the last quarter. 48.55% of the stock is owned by institutional investors and hedge funds.

Key BeOne Medicines News

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

BeOne Medicines Company Profile

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.