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NBIX · NASDAQ · STOCK

Neurocrine Biosciences

Healthcare Updated August 09, 2026
$163.95
52W $122.14 – $186.12
63/100
$16.43B
23.2
0.39
AI Committee Verdict
Buy
63/100
Conviction: Contested · 50% agreement · 6 analysts
-18.2%
Contested

Is NBIX Bullish or Bearish?

Bullish. Innellis AI committee rates Neurocrine Biosciences (NBIX) Buy with a composite score of 63/100 , based on 6 analysts with 50% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +11.64 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -8.36 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.

Bull & Bear Case

Bull Case
  • ROE of 21.1% shows genuine earnings power backing the valuation — Value
  • Revenue growing 34.4% YoY -- genuine top-line momentum — Growth
  • EPS growing 101.3% YoY — Growth
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock — Risk
Bear Case
  • Price-to-book of 4.3x prices in significant intangible value — Value
  • MACD histogram negative -- bearish momentum — Technical
  • Bollinger bandwidth of 16.0% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 09, 2026
Overall Committee Score
63/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 22%
of 95 Healthcare peers
Value Analyst neutral
59 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 21.1% shows genuine earnings power backing the valuation
− Price-to-book of 4.3x prices in significant intangible value
Growth Analyst bullish
84 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 34.4% YoY -- genuine top-line momentum
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
− Bollinger bandwidth of 16.0% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score moved marginally from 63.4 to 63.4.

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
37.5
Neutral
MACD Histogram
-2.340
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.18
Inside Bands
Price vs Moving Averages
EMA 9
$167.35 Below
EMA 21
$170.07 Below
EMA 50
$166.24 Below
EMA 200
$149.35 Above

Fundamental Analysis

Valuation
74
Growth
85
Profitability
93
Financial Health
95
Cash Flow
70
Valuation
P/E Ratio 23.2×
P/B Ratio 4.47×
PEG Ratio 0.23
Dividend Yield 0.00%
52W High $186.12
52W Low $122.14
Quality & Growth
ROE 1471.2%
ROA 1033.4%
Gross Margin 9796.7%
Operating Margin 2338.2%
Revenue Growth YoY
Debt / Equity 0.11
AI Fundamental Assessment
P/E ratio of 23.2 (inexpensive relative to a 15-40x range); Price-to-book of 4.5x; PEG ratio of 0.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 14.7%; Return on assets of 10.3%; Net margin of 20.9%; Gross margin of 98.0%; Current ratio of 1.87 (healthy short-term liquidity); Debt-to-equity of 0.11; Free cash flow per share is positive (8.62); Most recent quarter beat estimates by 175.3%; 5 consecutive earnings beats; EPS growth accelerating (-27.2% -> +105.0% QoQ); Average YoY EPS growth of 168.9%; Analyst estimates falling over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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