Shared on 02 Nov 25
Fair value Increased 3.57%Analysts have raised their fair value estimate for Novartis from $98.60 to $102.12. They cite improved revenue growth outlook and stronger profit margins as key drivers of the upward revision.
Shared on 17 Oct 25
Fair value Decreased 0.48%China Expansion And Advanced Therapies Will Drive Future Upside
Analysts have slightly reduced their price target for Novartis to $98.60 from $99.08, as they cite marginally lower expectations for future revenue growth and profit margins. What's in the News CHMP of the European Medicines Agency recommended marketing authorization for Scemblix (asciminib) for all lines of treatment in adults with chronic myeloid leukemia, based on positive Phase III data.
Shared on 03 Oct 25
Fair value Increased 1.63%China Expansion And Advanced Therapies Will Drive Future Upside
Analysts have raised their fair value estimate for Novartis from $97.49 to $99.08. They cite improved revenue growth projections, even though profit margin expectations have decreased slightly.
Shared on 17 Sep 25
Fair value Decreased 1.89%China Expansion And Advanced Therapies Will Drive Future Upside
Novartis's future P/E multiple has materially contracted even as consensus revenue growth forecasts edged up, resulting in a marginal decrease in fair value from CHF99.36 to CHF97.49. What's in the News Novartis and Argo Biopharmaceutical entered a strategic collaboration on multiple cardiovascular assets, granting Novartis ex-China licensing and P&L options on several siRNA pipeline compounds; Argo received $160M upfront, with milestones and royalties potentially totaling up to $5.2B.
Shared on 01 May 25
Fair value Increased 1.13%China Expansion And Advanced Therapies Will Drive Future Upside
Shared on 23 Apr 25
Fair value Increased 0.85%Pluvicto And Radioligand Pipeline Will Expand Future Markets
AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.
Shared on 17 Apr 25
Fair value Increased 4.61%Pluvicto And Radioligand Pipeline Will Expand Future Markets
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 09 Apr 25
Fair value Decreased 2.84%Pluvicto And Radioligand Pipeline Will Expand Future Markets
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 02 Apr 25
Fair value Decreased 0.62%Pluvicto And Radioligand Pipeline Will Expand Future Markets
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 26 Mar 25
Fair value Decreased 3.88%Pluvicto And Radioligand Pipeline Will Expand Future Markets
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 19 Mar 25
Fair value Increased 0.82%Pluvicto And Radioligand Pipeline Will Expand Future Markets
AnalystConsensusTarget has increased revenue growth from 1.9% to 2.1%.
Shared on 13 Mar 25
Fair value Increased 2.34%Pluvicto And Radioligand Pipeline Will Expand Future Markets
AnalystConsensusTarget has decreased revenue growth from 2.1% to 1.9%.