Update shared on31 Jul 2025
Fair value Decreased 11%Novo Nordisk's consensus analyst price target saw a minor decrease, with revenue growth and future P/E forecasts remaining essentially stable, resulting in a slight downward revision of fair value to DKK553.19.
What's in the News
- Maziar Mike Doustdar has been appointed CEO, succeeding Lars Fruergaard Jørgensen, who steps down amid share price and market challenges.
- Novo Nordisk expanded its collaboration with WeightWatchers to offer broad access to FDA-approved Wegovy, a new savings program, and integrated care, while ending ties with Hims & Hers over concerns regarding unapproved compounded semaglutide.
- Phase 3b STEP UP trial data showed higher-dose semaglutide delivered 21% mean weight loss in non-diabetic obese adults, with strong efficacy and tolerability.
- Novo Nordisk entered research partnerships with Fangzhou for digital chronic disease care, Deep Apple Therapeutics, and Septerna for discovery of small-molecule cardiometabolic therapies.
- Product pipeline advances include Mim8 for hemophilia A (FRONTIER5 trial positive results), amycretin entering phase 3 for weight management, and expanded data on CagriSema presented at ADA; 2025 sales and profit guidance was lowered due to market headwinds.
Valuation Changes
Summary of Valuation Changes for Novo Nordisk
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from DKK560.10 to DKK553.19.
- The Consensus Revenue Growth forecasts for Novo Nordisk remained effectively unchanged, moving only marginally from 10.0% per annum to 9.9% per annum.
- The Future P/E for Novo Nordisk remained effectively unchanged, moving only marginally from 19.12x to 18.99x.
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.