Update shared on 24 Nov 2025
Fair value Increased 1.62%Teva Pharmaceutical Industries' analyst price target has been raised modestly, with analysts citing improved key drug performance and potential relief as regulatory pricing clarity emerges. This reflects a shift from approximately $27.45 to $27.90 per share.
Analyst Commentary
Recent analyst reports on Teva Pharmaceutical Industries highlight a mix of optimism and caution as the company navigates industry dynamics and regulatory factors. Key updates have raised price targets and provided insight into both potential opportunities and risks facing the firm.
Bullish Takeaways
- Bullish analysts have raised price targets in response to positive pricing and volume trends for key drugs. This supports a more favorable valuation outlook.
- Expectations remain steady for the company's quarterly performance. No major surprises are anticipated in reported earnings or 2026 forecasts.
- The market is watching for potential relief rallies linked to regulatory pricing clarity. In particular, the price of Austedo under the IRA is set to be revealed soon.
- Early payor insights suggest that a significant discount is possible for Austedo. This may drive improved market access and future growth.
Bearish Takeaways
- Bearish analysts remain cautious about the impact of potential IRA discounts, which could put pressure on margins for key revenue drivers like Austedo.
- While price targets have increased, the overall pace of upward earnings revisions is limited. No major near-term catalysts are expected in group forecasts.
- There is uncertainty regarding the scope and timing of regulatory changes. This could introduce volatility in performance and investor sentiment.
What's in the News
- Teva has launched Teva Rise, a global innovation platform for AI, digital health, and biotech. This platform enables startups to partner on solutions for pharmaceutical R&D, manufacturing, and commercialization (Key Developments).
- The FDA has approved UZEDY, a once-monthly risperidone injectable, as maintenance therapy for bipolar I disorder in adults. This expands its previous indication for schizophrenia (Key Developments).
- Teva, with partners, has launched FYB201/Ranivisio® as the first Lucentis® biosimilar in an innovative pre-filled syringe in Europe. This development improves safety and convenience for ophthalmic patients (Key Developments).
- Regulatory approval was achieved in South Korea for UZEDY as a long-acting injectable treatment for schizophrenia, supporting international growth for the franchise (Key Developments).
- Teva announced FDA approval and the U.S. launch of a generic version of Saxenda® (liraglutide injection), targeting the weight management market (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, moving from $27.45 to $27.90 per share.
- Discount Rate remains essentially unchanged, ticking down marginally from 8.52% to 8.52%.
- Revenue Growth projection has decreased modestly, now estimated at 2.51% compared to the prior 2.77%.
- Net Profit Margin has improved slightly, increasing from 8.15% to 8.21%.
- Future P/E ratio has risen modestly from 28.16x to 28.54x, indicating a slightly higher valuation on expected earnings.
Disclaimer
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