Update shared on13 Sep 2025
Fair value Increased 2.00%Elanco Animal Health’s consensus price target rose marginally to $18.55, as analysts cited improving business stability, innovation-driven sales acceleration, and enhanced confidence in leadership and execution.
Analyst Commentary
- Bullish analysts note stabilization in Elanco’s core business and improved execution, providing a stronger foundation for success.
- Near-term sales acceleration is anticipated from the company’s innovation products pipeline.
- Long-term growth catalysts are supported by recent acquisitions and refreshed leadership.
- Increased confidence in the business momentum and product development efforts following recent management meetings.
- Bearish analysts observe Elanco’s CQ gaining traction in the animal health market, posing increased competitive pressure to peers.
What's in the News
- Credelio Quattro became Elanco's fastest pet health blockbuster, reaching $100 million in net sales in less than eight months; global expansion is planned with regulatory submissions in Australia, Canada, the EU, the UK, and Japan.
- Zenrelia, a once-daily oral JAK inhibitor for canine dermatitis, gained UK and EU approvals and is now available in multiple regions; studies show efficacy comparable to the market leader, but special precautions are required when administering vaccines to dogs on Zenrelia.
- TruCan Ultra CIV H3N2/H3N8, a canine influenza vaccine, received USDA approval, completing Elanco's Tru Portfolio of vaccines designed for improved safety and efficacy, targeting respiratory disease risks for at-risk dog breeds.
- Elanco was added to the S&P 1000, S&P 400, S&P 400 Health Care (Sector), and S&P Composite 1500 indices.
- Elanco updated its 2025 guidance, tightening expected full-year revenue to $4,570–$4,620 million and widening the projected net loss to $38–$14 million.
Valuation Changes
Summary of Valuation Changes for Elanco Animal Health
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $18.18 to $18.55.
- The Consensus Revenue Growth forecasts for Elanco Animal Health has risen slightly from 4.5% per annum to 4.7% per annum.
- The Net Profit Margin for Elanco Animal Health has risen slightly from 3.65% to 3.77%.
Disclaimer
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