What investors are saying about Amgen (AMGN)

Summary

In the past 30 days, 5 people on 3 investor and market shows discussed Amgen (AMGN) in 5 views. Going by each speaker's latest call, 4 are bullish. Chorus has followed Amgen since November 4, 2026.

Who talks about it most

• Rob Sechan · 1
• Bob Lang · 1
• Rob Sluymer · 1
• Karen Finerman · 1
• Tim Seymour · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Rob Sechan · NewEdge WealthBullish

  Amgen's best year since 1999 is outside AI; the firm owns it for durable, growing franchises.

  Amgen's best year since 1999 is going unnoticed because the market is focused on AI, which is exactly why they own it. Healthcare is the other side of the barbell and has had a terrific year. Amgen has a durable base franchise, a growing obesity franchise and a healthy dividend, and it continues to perform incredibly well outside AI infrastructure.

  “Nobody's talking about it because of AI. That's exactly why we own it. We thought health care, the other side of this barbell, which has had a terrific year, was going to do fantastic.”at 31:57

  CNBC Halftime Report: AI Relief Rally, Nvidia Governance and CoreWeave Earnings · November 11, 2026

• Bob Lang · Explosive OptionsBullish

  Amgen is attractive: strong cash flow, a reasonable multiple, and late-stage drugs that should add earnings.

  Amgen's October earnings showed strong cash flow with roughly 32% margins. The stock trades at about 19 times 2027 earnings, so it is not expensive. Several Amgen drugs are in stage three trials, and once approved they should bring in good cash flow. He sees the stock near all-time highs, has seen heavy options call buying into January 2027, and expects a roughly 12% expected move that could take it above $500 over the next two to two and a half months.

  “When earnings came out in October, they came in with some great cash flow numbers, basically at 32% margins. Stock is selling only at 19 times twenty twenty seven earnings, so it's really not that expensive here.”at 38:01

  CNBC Power Lunch: Nvidia Fallout, AI IPO Frenzy and Rate Hike Risks · November 10, 2026

• Rob Sluymer · Fundstrat Global AdvisorsBullish

  Amgen is firing on all cylinders; very big fan of its drug pipeline.

  Sluymer says Amgen beat on the top and bottom lines and raised its full-year outlook, and it is firing on all cylinders. Democrats are likely to push more subsidies for managed care, but he is a big fan of Amgen and its pipeline.

  “very big fan of Amgen and the pipeline of drugs that they have.”at 29:32

  CNBC Halftime Report: Post-Midterm Playbook 11/4/26 · November 4, 2026

• Tim Seymour · Seymour Asset ManagementBullish

  Amgen is a value play at about 10.5-11x earnings paying a 6% yield; numbers were fine.

  He thought Amgen's numbers were fine. Its portfolio is working in several areas, including asthma, blood thinners and oncology. At around 10.5 to 11 times earnings with a roughly 6% yield, the stock is a value play. He has been long the stock for a long time and has been comfortable with its valuation while waiting for these products to deliver.

  “Now at around 10.5 or 11 times, this is a value play that pays you 6% and that's not a reason to hold a dividend, but why not? So I thought these numbers were fine.”at 22:20

  CNBC Fast Money: Cracks In The AI Trade… And AMD Reports Results 11/3/26 · November 4, 2026

• Karen Finerman · Metropolitan Capital AdvisorsNeutral

  Amgen's earnings and guidance were fine despite a Repatha beat and osteoporosis weakness; she isn't long.

  She thought Amgen's earnings were fine. Repatha, the high-cholesterol drug, had a nice beat, and guidance was also good. Osteoporosis was a weak spot. The stock fell sharply on the call for reasons she could not identify. She says she is not long the stock.

  “I thought the earnings were fine. Big Repatha, the high cholesterol drug, nice beat, some osteoporosis weakness... The guidance was also good. I'm not long this one, though.”at 22:58

  CNBC Fast Money: Cracks In The AI Trade… And AMD Reports Results 11/3/26 · November 4, 2026