Loading...
Back to narrative

GALD: Momentum In Product Approvals And Expansion Will Face Execution Challenges

Update shared on 16 Nov 2025

Fair value Increased 0.31%
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
75.2%
7D
4.0%

Galderma Group’s analyst price target has been revised upward from CHF 149.91 to CHF 150.37. This reflects positive analyst sentiment, driven by higher recent target increases and confidence in the company’s growth prospects.

Analyst Commentary

Recent price target changes reflect robust engagement from the analyst community and growing confidence in Galderma Group’s outlook. Below are key takeaways regarding analyst perspectives on the company’s valuation, growth prospects, and execution risks.

Bullish Takeaways

  • Bullish analysts have consistently raised their price targets, reflecting an optimistic outlook on the company’s future performance.
  • Higher targets are supported by confidence in Galderma Group’s ability to deliver strong revenue growth and market execution.
  • Analysts retaining Buy ratings point to continued momentum and potential for upside as growth initiatives mature.
  • Upward target revisions indicate that analysts expect continued expansion in the company’s valuation as key growth drivers are realized.

Bearish Takeaways

  • Some analysts are taking a more measured stance, maintaining neutral ratings despite raising price targets, which indicates caution about near-term execution risks.
  • Concerns remain regarding the sustainability of rapid growth and the company’s ability to meet increasingly high expectations.
  • Bearish analysts note that competition within the sector and possible market shifts could impact Galderma Group’s trajectory, which tempers enthusiasm for more aggressive targets.
  • Balance is advised as valuation multiples rise, with careful monitoring of operational milestones recommended before further upgrades.

What's in the News

  • The U.S. FDA approved Restylane Lyft with Lidocaine for chin augmentation in adults, following a pivotal clinical trial that showed high rates of natural-looking results and patient satisfaction up to 12 months post-injection. (Product-Related Announcements)
  • Galderma Group raised its 2025 full-year sales guidance to 17.0 to 17.7 percent growth, citing strong performance of Nemluvio and continued momentum in Injectable Aesthetics and Dermatological Skincare. (Corporate Guidance, Raised)
  • Galderma will showcase six posters on its aesthetic portfolio, including innovations such as Restylane Shaype powered by NASHA HD technology, at the upcoming Aesthetic and Anti-Aging Medicine World Congress in Dubai. (Product-Related Announcements)
  • The launch of the new Cetaphil Skin Activator Hydrating and Firming line introduces advanced hydration and firming solutions for aging, fragile skin, with rapid visible improvements recorded in clinical studies. (Product-Related Announcements)
  • Galderma expanded into China with the debut of four core Alastin products, supporting full-spectrum care around aesthetic procedures in the rapidly growing local market. (Business Expansions)

Valuation Changes

  • Consensus Analyst Price Target has risen slightly from CHF 149.91 to CHF 150.37.
  • Discount Rate increased modestly from 3.82 percent to 3.86 percent, reflecting updated modeling assumptions.
  • Revenue Growth projections remain unchanged at 16.65 percent.
  • Net Profit Margin is stable at approximately 18.36 percent, consistent with previous forecasts.
  • Future P/E has risen slightly from 35.78x to 36.32x. This indicates a minor adjustment in forward valuation expectations.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.