Takeda Pharmaceutical

Takeda Analyst Price Target Eases as Company Refocuses Strategy Fuelled by Recent Developments

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

07 Nov 24

Updated

21 Dec 25

Views

164

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

13.6%

7D

4.5%

Loading

1Y

13.6%

7D

4.5%

You can edit this narrative until Dec 22 10:03 PM. Then, changes will post as Updates.

Author's Valuation

JP¥4.95k5.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 21 Dec 25

4502: Future Pipeline And Focused R D Shift Will Shape Balanced Outlook

Analysts have modestly raised their price target on Takeda Pharmaceutical to 4,946 yen, reflecting steady expectations for revenue growth, profit margins, and future valuation multiples despite only marginal adjustments to their models. What's in the News Positive Phase 3 results for zasocitinib (TAK-279) in moderate to severe plaque psoriasis, with superiority to placebo and apremilast across primary and 44 ranked secondary endpoints, support the potential of a once daily oral TYK2 inhibitor in dermatology.

Shared on 07 Dec 25

Fair value Increased 0.81%

4502: Future Specialty Pipeline And Leadership Change Will Drive Upside Outlook

Analysts have nudged their fair value estimate for Takeda Pharmaceutical modestly higher to approximately ¥4,946 from about ¥4,906, reflecting slightly stronger long term revenue growth expectations and a marginally higher future earnings multiple, despite a small compression in projected profit margins. What's in the News Revised guidance for fiscal year 2025 points to softer top line and a sharper drop in reported operating profit, driven by weaker ENTYVIO and VYVANSE sales, unfavorable product mix and higher expected impairments, partly offset by R and D cost savings (company guidance).

Shared on 23 Nov 25

4502: Future Pipeline Progress And Leadership Transition Will Shape Steady Outlook

Narrative Update on Takeda Pharmaceutical: Analyst Price Target Revision Analysts have maintained Takeda Pharmaceutical's fair value estimate at ¥4,906.40. This reflects minimal adjustments to revenue growth and profit margin forecasts while keeping the overall outlook stable.

Shared on 06 Nov 25

Fair value Decreased 0.88%

4502: Sustained Clinical Momentum And Management Transition Will Drive Future Upside

Narrative Update: Takeda Pharmaceutical Analyst Price Target Revision Analysts have slightly reduced their price target for Takeda Pharmaceutical, lowering it from ¥4,950 to ¥4,906. This change reflects modest adjustments in forecasted revenue growth and profit margin expectations.

Shared on 23 Oct 25

Fair value Decreased 1.06%

Takeda Pharmaceutical's analyst price target has been revised downward from ¥5,002.88 to ¥4,949.73, as analysts' slightly reduced revenue growth projections are now balanced by improved profit margin expectations. What's in the News Takeda and Innovent Biologics entered a strategic global partnership to accelerate development of next-generation cancer therapies, including several investigational immuno-oncology and antibody-drug conjugate medicines.

Shared on 09 Oct 25

Fair value Decreased 1.05%

Analysts have modestly lowered their price target for Takeda Pharmaceutical, reducing the fair value estimate from ¥5,056.07 to ¥5,002.88. They cite slightly softer outlooks for revenue growth and profit margins as the reason for this adjustment.

Shared on 31 Aug 25

Fair value Increased 1.01%

Takeda Pharmaceutical's consensus price target saw a modest increase to ¥5,056, primarily reflecting a slight upward revision in forecasted annual revenue growth. What's in the News Takeda released positive Phase 3 data for oveporexton (TAK-861), an investigational orexin receptor 2 agonist, in narcolepsy type 1; both studies met all endpoints and showed significant improvements in sleepiness and cataplexy frequency versus placebo.

Shared on 01 May 25

Fair value Increased 3.89%

Shared on 23 Apr 25

Fair value Decreased 0.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 3.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.79%

AnalystConsensusTarget has increased revenue growth from 0.6% to 1.0%.

Shared on 12 Mar 25

AnalystConsensusTarget Fair Value

JP¥4.95k

5.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

1.96%

Pharma revenue growth rate

0.68%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

4.80%

Calculation

JP¥327.10b

Earnings '28

x

27.19x

PE Ratio '28

=

JP¥8.89t

Market Cap '28

JP¥8.89t

Market Cap '28

/

1.56b

No. shares '28

=

JP¥5.69k

Share Price '28

JP¥5.69k Share Price '28

Discounted to 2025 @ 4.80% p.a.

=

JP¥4.94k

Fair Value '25