Leadership Changes And Regulatory Concerns Will Shape Near-Term Market Prospects

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Aug 24

Updated

12 Dec 25

Views

522

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-52.8%

7D

0.3%

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1Y

-52.8%

7D

0.3%

You can edit this narrative until Dec 13 3:10 AM. Then, changes will post as Updates.

Author's Valuation

US$9.3625.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 12 Dec 25

Fair value Decreased 3.20%

OGN: Governance Reset And New Leadership Will Restore Confidence Over Time

Analysts trimmed their price target on Organon by about one dollar to reflect a slightly lower fair value estimate, modestly higher perceived risk, and concerns over internal control breakdowns and Nexplanon-driven revenue headwinds. Analyst Commentary Recent Street research reflects a far more cautious stance on Organon, with reduced price targets and weaker ratings signaling diminished confidence in the company’s near term execution and growth trajectory.

Shared on 28 Nov 25

Fair value Decreased 6.45%

OGN: Leadership Changes And Governance Reforms Will Drive Renewed Confidence

Analysts have lowered their price target for Organon and now expect $9.67 per share, compared to the prior estimate of $10.33. The change is attributed to continued headwinds from internal control concerns and weaker revenue growth forecasts.

Shared on 12 Nov 25

Fair value Decreased 4.62%

OGN: Internal Control Improvements Will Restore Confidence Amid Leadership Transition

Organon’s analyst price target was reduced from $10 to $9, as analysts cited concerns around internal controls, lowered revenue guidance, and lingering effects from recent leadership and business challenges. Analyst Commentary Recent Street research reflects a challenging outlook for Organon, with analysts closely scrutinizing both the company's fundamentals and the longer-term prospects following significant leadership changes and internal control issues.

Shared on 27 Oct 25

Fair value Decreased 18%

Organon's analyst price target has dropped sharply from $13.17 to $10.83. Analysts cite lingering concerns about internal controls and leadership stability following recent executive changes and investigations.

Shared on 06 Aug 25

Fair value Decreased 1.25%

Despite improved revenue growth forecasts for Organon, a higher discount rate has outweighed these gains, resulting in a lower consensus price target from $13.33 to $12.60. What's in the News Organon raised full-year 2025 revenue guidance to $6.275–$6.375 billion and slightly improved its nominal revenue growth outlook.

AnalystConsensusTarget Fair Value

US$9.36

25.5% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

0.73%

Pharma revenue growth rate

0.62%

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

10.37%

Calculation

US$885.17m

Earnings '28

x

3.77x

PE Ratio '28

=

US$3.34b

Market Cap '28

US$3.34b

Market Cap '28

/

266.18m

No. shares '28

=

US$12.53

Share Price '28

US$12.53 Share Price '28

Discounted to 2025 @ 10.25% p.a.

=

US$9.35

Fair Value '25