Update shared on 14 Nov 2025
Fair value Increased 0.73%AstraZeneca's analyst price target has inched higher from $144.38 to $145.43, as analysts cite ongoing strength in its oncology franchises and biopharma pipeline, along with improved margin expectations.
Analyst Commentary
Recent Street research on AstraZeneca reflects a wide range of perspectives on the company's outlook, with both bullish and bearish analysts voicing key points of emphasis around valuation, pipeline potential, and execution risks.
Bullish Takeaways
- Bullish analysts point to the continued strength and likely outperformance of AstraZeneca’s in-market oncology portfolio, seeing this as a clear engine for future growth.
- The firm’s biopharma pipeline is repeatedly cited as robust, supporting the view that AstraZeneca's ambitious 2030 sales target is achievable and poses less risk than previously perceived.
- Collaborative efforts in oncology, including partnerships focusing on new AI-driven foundation models, are seen as highly differentiated and a source of innovation-led upside for the company’s long-term competitive position.
Bearish Takeaways
- Bearish analysts have raised concerns regarding upcoming patent expirations, cautioning that the company is drawing closer to significant patent pressure. This could challenge revenue durability.
- Apprehension has been voiced around pipeline outlook, especially in critical areas such as the breast cancer segment. Recent analyses suggest potential overestimation of future prospects in this area.
- Certain analysts remain cautious on valuation grounds, noting that shares are trading near the top of their recent range. This may expose the company to execution risks if pipeline assets underdeliver.
What's in the News
- AstraZeneca CEO Pascal Soriot cautioned that the U.K. could become a generics-only market if spending on new medicines is not increased, after pharmaceutical firms paused or cancelled nearly $2.6 billion in U.K. investments due to drug pricing tensions (The Guardian).
- President Trump announced a deal with AstraZeneca to lower U.S. drug prices for consumers, which includes a $50 billion commitment from AstraZeneca to invest in U.S. drug manufacturing and R&D. AstraZeneca shares rose on the news (Bloomberg, MSNBC).
- The Trump administration is preparing a new investigation into whether U.S. trading partners underpay for branded medicines, with AstraZeneca among the drugmakers cited in the analysis (Financial Times).
- AstraZeneca paused a planned $270 million investment in its Cambridge, U.K. research site, mirroring similar retreats in the sector due to a challenging business environment (Reuters).
- Retail pharmacies and drug savings platforms like GoodRx are in talks with the Trump administration to join the TrumpRx website, expanding direct-to-consumer access to branded medications. AstraZeneca is among companies planning to participate (Reuters).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, moving from $144.38 to $145.43.
- Discount Rate has increased from 6.82% to 7.07%, reflecting a modest uptick in perceived risk or required return.
- Revenue Growth forecasts have been revised down, declining from 6.36% to 5.96%.
- Net Profit Margin is projected to improve, with estimates rising from 21.69% to 22.02%.
- Future P/E multiple expectations have edged lower, from 24.32x to 23.94x.
Disclaimer
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