Update shared on 26 Oct 2025
Fair value Increased 0.25%The analyst consensus price target for Sandoz Group rose modestly, increasing from CHF 50.20 to CHF 50.33. Analysts cited stronger revenue growth and improving profit margins in their updated outlooks.
Analyst Commentary
Recent Street Research activity on Sandoz Group highlights a range of perspectives regarding the company's valuation and growth outlook. The following summarizes key themes raised by market analysts.
Bullish Takeaways- Bullish analysts have raised price targets significantly, reflecting improved confidence in Sandoz's revenue and profit trajectory.
- Some believe that accelerating growth rates and expanding profit margins support a higher valuation, with targets moving into the CHF 53 to 55 range.
- Enhanced operational performance and execution on strategic initiatives have been cited as factors underpinning a more optimistic outlook.
- Upward price target revisions suggest optimism about the company's ability to outpace expectations in the coming quarters.
- Bearish analysts caution that the recent share price rally may have been overdone, as valuations now leave less upside potential.
- Some express concerns about maintaining consistent momentum following earnings releases, leading to more cautious, hold-rated recommendations.
- There is a perception among cautious analysts that while fundamentals are improving, execution risks and competitive pressures remain present.
What's in the News
- Sandoz announced the US launch of its generic iron sucrose injection following recent FDA approval. This expands its iron therapy portfolio to serve approximately five million US patients with iron deficiency anemia. (Key Developments)
- The company launched generic rivaroxaban in Germany in new strengths of 10 mg, 15 mg, and 20 mg. This move increases access and affordability for anticoagulant therapies after prevailing in key patent litigation. (Key Developments)
- Sandoz signed a 10-year virtual Power Purchase Agreement with Elawan Energy to supply nearly 90% of its European electricity needs from new-build solar projects. This supports the company’s decarbonization strategy. (Key Developments)
- Sandoz confirmed its full-year 2025 earnings guidance, with expectations of net sales growth at constant currency in the mid-single-digit percentage range. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has risen slightly from CHF 50.20 to CHF 50.33.
- Discount Rate remained unchanged at 3.82%.
- Revenue Growth projection increased marginally from 6.51% to 6.55%.
- Net Profit Margin estimate rose notably, moving from 13.01% to 13.76%.
- Future P/E ratio decreased from 18.33x to 17.48x. This suggests improved earnings expectations relative to price.
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.