Update shared on28 Sep 2025
Fair value Increased 2.45%Elanco Animal Health’s consensus price target was raised to $19.00, reflecting improved revenue outlook, margin upside, and increased analyst confidence in its growth trajectory.
Analyst Commentary
- Bullish analysts cite diligence suggesting revenue upside potential.
- Analysis of U.S. scanner data supports an improved outlook.
- Recent survey work implies higher-than-expected future performance.
- Street EBIT margin estimates are seen as too low, indicating greater profitability ahead.
- Increased conviction in the company’s growth trajectory prompted the upward price target revision.
What's in the News
- Elanco’s Zenrelia (oral JAK inhibitor for canine dermatitis) gained expanded FDA label in the U.S., removing the warning regarding fatal vaccine-induced disease after review of new data; the safety and efficacy profile remains strong with continued boxed warnings for vaccine timing.
- Zenrelia secured key regulatory approvals in the EU and the UK, reinforcing its position in the global dermatology market for dogs; peer-reviewed clinical studies support its non-inferiority to leading incumbents.
- Credelio Quattro, Elanco’s latest broad-spectrum parasite treatment, achieved $100 million in net sales within eight months, making it the fastest pet health blockbuster in the company’s history, with plans for further geographic expansion.
- TruCan Ultra CIV H3N2/H3N8, a new canine influenza vaccine, was approved by USDA, completing Elanco's Tru Portfolio; it demonstrated effective protection and safety across multiple breeds, addressing a market need for brachycephalic dog breeds and low CIV vaccination rates.
- Elanco was added to the S&P 1000, S&P 400, S&P 400 Health Care sector, and S&P Composite 1500 indices; full-year 2025 revenue guidance was slightly raised, but net loss guidance widened modestly.
Valuation Changes
Summary of Valuation Changes for Elanco Animal Health
- The Consensus Analyst Price Target has risen slightly from $18.55 to $19.00.
- The Future P/E for Elanco Animal Health has risen slightly from 58.63x to 60.07x.
- The Consensus Revenue Growth forecasts for Elanco Animal Health remained effectively unchanged, at 4.7% per annum.
Disclaimer
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