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GSK: Technology Adoption And U.S. Investment Will Shape Sector Positioning Amid Policy Shifts

Published
07 Nov 24
Updated
30 Oct 25
AnalystConsensusTarget's Fair Value
UK£17.36
2.5% overvalued intrinsic discount
30 Oct
UK£17.81
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1Y
25.4%
7D
9.9%

Author's Valuation

UK£17.362.5% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 30 Oct 25

Fair value Increased 4.40%

Analysts have raised their fair value estimate for GSK to $17.36 from $16.63. They cite higher profit margin expectations and improved sector sentiment following significant technology rollouts and favorable policy signals.

Shared on 16 Oct 25

Fair value Increased 0.76%

Global Vaccine Demand And Specialty Medicines Will Expand Future Opportunities

Analysts have increased their fair value estimate for GSK from $16.51 to $16.63, citing expectations for slightly improved profit margins as well as ongoing advancements in the company's operational efficiency. Analyst Commentary Recent Street research provides a nuanced perspective on GSK's prospects, revealing both renewed optimism and underlying caution from market observers.

Shared on 01 May 25

Fair value Decreased 1.68%

Global Vaccine Demand And Specialty Medicines Will Expand Future Opportunities

Shared on 23 Apr 25

Fair value Decreased 0.65%

Pipeline Launches And US Facility Expansion Will Open New Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.94%

Pipeline Launches And US Facility Expansion Will Open New Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.12%

Pipeline Launches And US Facility Expansion Will Open New Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.12%

Pipeline Launches And US Facility Expansion Will Open New Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Pipeline Launches And US Facility Expansion Will Open New Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 5.75%

Pipeline Launches And US Facility Expansion Will Open New Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 0.82%

Pipeline Launches And US Facility Expansion Will Open New Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.