Novavax, Inc.

Report azionario NasdaqGS:NVAX

Capitalizzazione di mercato: US$1.5b

Novavax Dividendi e riacquisti

Criteri Dividendo verificati 0/6

Novavax non ha registrato alcun pagamento di dividendi.

Informazioni chiave

n/a

Rendimento del dividendo

0.2%

Rendimento del riacquisto

Rendimento totale per gli azionisti0.2%
Rendimento futuro dei dividendi0%
Crescita dei dividendin/a
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazionen/a

Aggiornamenti recenti su dividendi e riacquisti

Nessun aggiornamento

Recent updates

Aggiornamento della narrazione Jun 17

NVAX: Bearish View Will Hinge On Matrix Licensing Delivering Sustainable Revenue

Analysts have raised their consolidated price target for Novavax stock to $9, an increase of $1 from the previous target of $8. They cite recent research updates that reassess the company's outlook and valuation assumptions.
Aggiornamento della narrazione Jun 02

NVAX: Bearish View Will Hinge On Sustained COVID Vaccine Demand Beyond XFG Update

Analysts have lifted their Novavax price target to $9 from $8, citing updated assumptions around slower revenue declines, higher profit margins, and a lower future P/E multiple as key drivers of the change. Analyst Commentary Recent research points to a more cautious tone around Novavax, even as price targets are adjusted.
Seeking Alpha May 30

Novavax: The Pivot To A Royalty Model Is Working, But It's Still A Hold

Summary Novavax maintains a Hold rating as it transitions to a royalty-driven model, with shrinking direct product sales and a focus on partner revenue. NVAX's COVID-19/flu vaccine partnership with Sanofi is operationally ready, but the seasonal COVID-19 market remains niche and unlikely to drive significant upside. Q1 2026 revenue was $140 million, with guidance reaffirmed at $230–$270 million for the year, mostly from royalties; cash runway extends into 2028. Pipeline catalysts, including C. diff vaccine progress and milestone inflows, are largely priced in; meaningful upside requires clinical and financial differentiation. Read the full article on Seeking Alpha
Aggiornamento della narrazione Apr 26

NVAX: Bearish View Will Hinge On Sustained COVID Vaccination Demand

Analysts have raised their blended price targets for Novavax by about $1 per share to a range of around $7 to $8, citing updated assumptions for COVID demand, refreshed 2026 revenue and expense forecasts, and the contribution from recent partnership agreements. Analyst Commentary Recent Street research around Novavax reflects a mix of caution and tempered expectations, even as price targets move slightly higher into the mid single digit range.
Aggiornamento della narrazione Apr 11

NVAX: Bearish View Will Hinge On Future COVID Demand Execution

Analysts have modestly lifted their average price targets on Novavax shares, with several moving from the $6 to $7 range toward $8 as they update COVID demand assumptions and incorporate new guidance on future revenue, operating expenses, and licensing income. Analyst Commentary Recent Street research on Novavax reflects a cautious tone, even as some targets edge higher.
Aggiornamento della narrazione Mar 28

NVAX: Bearish Outlook Will Depend On Pfizer Royalty And COVID Demand Assumptions

Novavax's average analyst price target has edged higher by about $1, as analysts refine their COVID assumptions, update revenue and expense forecasts for future years, and factor recent partnership economics into their models. Analyst Commentary Recent Street research around Novavax points to a cautious tone, even as price targets move slightly higher.
Aggiornamento della narrazione Mar 14

NVAX: Cautious Outlook Will Hinge On Future Pfizer Royalty Execution

Narrative Update on Novavax The analyst price target for Novavax has increased by about $1 to a new consensus of $7, as analysts adjust their models for updated COVID demand assumptions, refreshed 2026 revenue and expense forecasts, and the impact of recent partnership and licensing agreements. Analyst Commentary Recent Street research on Novavax points to a mixed but generally cautious stance.
Aggiornamento della narrazione Feb 27

NVAX: Licensing And Royalty Streams Will Drive Future Cash Generation

Analysts have lifted their average price target on Novavax to about $13.78 from roughly $13.11, citing updated COVID demand assumptions, refreshed revenue and expense forecasts, and revised P/E expectations that incorporate recent guidance and licensing agreements. Analyst Commentary Recent Street research reflects a mix of cautious optimism and ongoing concern, with several firms adjusting their price targets and underlying models around Novavax's COVID franchise, expense profile, and licensing income.
Articolo di analisi Jan 14

Improved Revenues Required Before Novavax, Inc. (NASDAQ:NVAX) Stock's 32% Jump Looks Justified

Novavax, Inc. ( NASDAQ:NVAX ) shareholders are no doubt pleased to see that the share price has bounced 32% in the last...
Aggiornamento della narrazione Nov 08

NVAX: Shifting To Licensing Will Drive Royalties And Upfront Payments

Novavax's analyst price target has been modestly reduced from $13.21 to $13.11 per share. This change reflects analysts' cautious optimism about the company's new licensing model, expected royalties, and commercial partnership opportunities.
Aggiornamento della narrazione Oct 24

Confidence In Licensing Shift And Partnerships Will Drive Opportunities Ahead

The analyst price target for Novavax has been raised from $12.50 to $13.21. This reflects analyst confidence in the company’s transition to a licensing model as well as opportunities for revenue from new partnerships and technology platforms.
Aggiornamento della narrazione Sep 04

Global Vaccine Market Will Unlock Upside Despite Execution Risks

Novavax’s consensus price target was modestly reduced, primarily due to a slight decline in its future P/E ratio, bringing fair value down from $12.86 to $12.50. What's in the News Reports indicate that the Trump administration and Robert F.
Articolo di analisi May 20

Novavax, Inc. (NASDAQ:NVAX) Shares Fly 29% But Investors Aren't Buying For Growth

Novavax, Inc. ( NASDAQ:NVAX ) shareholders are no doubt pleased to see that the share price has bounced 29% in the last...
Seeking Alpha Apr 28

Novavax: Grandiose Ambitions, Smart Strategy, But FDA Decision Adds To Challenges

Summary Novavax's recent performance shows improvement, but significant challenges persist, impacting long-term growth and stability. The company's financials have strengthened due to strategic moves, yet uncertainties in its COVID-19 vaccine remain. NVAX stock's rating maintained at "Hold" despite ongoing hurdles based on improved cash position and potential future opportunities. Investors should remain cautious, balancing optimism with awareness of persistent risks and market volatility. Read the full article on Seeking Alpha
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Nuova narrazione Apr 22

Sanofi Partnership And Pipeline Programs Will Expand Future Markets

Strategic partnerships and new vaccine programs could significantly boost Novavax's future revenue and market expansion efforts.
Seeking Alpha Apr 11

Novavax: Regulatory Uncertainty Creates Risk And Opportunity For Beaten-Down Vaccine Developer

Summary Novavax's $500M Sanofi partnership with a potential $700M in milestones provides stability as the company transitions to a partnership-focused strategy. Health Secretary Kennedy's claim that single-antigen vaccines don't work for respiratory diseases caused Novavax stock to plummet 20%. FDA approval delay for Nuvaxovid jeopardizes a crucial $175M milestone payment, though Novavax has the financial flexibility to survive this setback. Despite significant regulatory and competitive risks, NVAX stock maintains a "Hold" rating as a speculative component for barbell portfolios. Read the full article on Seeking Alpha
Articolo di analisi Apr 02

The Market Doesn't Like What It Sees From Novavax, Inc.'s (NASDAQ:NVAX) Revenues Yet As Shares Tumble 28%

Novavax, Inc. ( NASDAQ:NVAX ) shareholders that were waiting for something to happen have been dealt a blow with a 28...
Articolo di analisi Mar 12

Some Novavax, Inc. (NASDAQ:NVAX) Analysts Just Made A Major Cut To Next Year's Estimates

Today is shaping up negative for Novavax, Inc. ( NASDAQ:NVAX ) shareholders, with the analysts delivering a substantial...
Seeking Alpha Jan 16

Novavax Cashes In On Its COVID Albatross -- Challenges Remain (Rating Upgrade)

Summary I have been warning about Novavax's risks since 2016, highlighting its ongoing struggles with the FDA. Novavax's Q3 2024 earnings call and 10-Q reveal a collaboration negotiated from a position of relative weakness. The partnership with Sanofi offers significant benefits but does not assure it of ongoing success. My analysis remains cautious, emphasizing the need for careful consideration of Novavax's long-term viability and strategic moves. Read the full article on Seeking Alpha
Articolo di analisi Dec 17

Novavax, Inc. (NASDAQ:NVAX) Shares Fly 26% But Investors Aren't Buying For Growth

Novavax, Inc. ( NASDAQ:NVAX ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
Articolo di analisi Nov 15

Novavax, Inc. (NASDAQ:NVAX) Just Reported, And Analysts Assigned A US$16.67 Price Target

Novavax, Inc. ( NASDAQ:NVAX ) defied analyst predictions to release its third-quarter results, which were ahead of...
Seeking Alpha Nov 13

Novavax Q3 Earnings Disappoint, But A Turnaround May Be Underway

Summary Novavax reported a net loss of $0.76/share and $84.5M in revenue, beating estimates but cutting guidance due to lower COVID-19 vaccine sales. Revenue has declined since 2022, prompting a substantial cost reduction program set to refocus the company on 4 key value drivers. A collaboration with Sanofi offers flexibility and potential growth, allowing Novavax to focus on developing a COVID-19/influenza combination (CIC) and seasonal influenza vaccines. Despite effective products, reduced guidance and restructuring uncertainty make NVAX stock a hold, with the Sanofi partnership and upcoming milestones as a potential bullish catalyst. Read the full article on Seeking Alpha
Articolo di analisi Nov 01

Novavax, Inc.'s (NASDAQ:NVAX) 35% Dip In Price Shows Sentiment Is Matching Revenues

Novavax, Inc. ( NASDAQ:NVAX ) shareholders won't be pleased to see that the share price has had a very rough month...
Seeking Alpha Oct 31

Novavax Q3 Earnings A Week Away - Time To Accept A New Reality

Summary Novavax' Q3 earnings are due on 6th November. The vaccine developer was part of Operation Warp Speed, receiving $1.8bn of funding from the US government to develop a COVID vaccine. Novavax succeeded, but Nuvaxovid came to the market too late to build market share and the company ended up making heavy losses. Sanofi has acquired the rights to nuvaxovid, paying Novavax $500m upfront, and will look to develop a COVID / Influenza combo vaccine using Novavax' technology. Unfortunately, Sanofi milestones and revenues aside, that leaves Novavax with few opportunities to generate revenue, which likely means its valuation will fall over time. Read the full article on Seeking Alpha
Seeking Alpha Sep 01

Novavax's Future Hinges On Sanofi Deal And Upcoming Milestones

Summary Novavax has secured a transformative partnership with Sanofi, which includes $1.2 billion in potential payments and critical commercial support. The company’s COVID-19 vaccine targets the JN.1 variant, but newer Omicron variants have outpaced it, limiting competitive advantage. Financial stability hinges on achieving key milestones in the Sanofi partnership and successful commercialization of new vaccines. Despite the Sanofi deal, maintaining a "hold" position is prudent given the high-risk nature of Novavax's future prospects. Read the full article on Seeking Alpha
Articolo di analisi Aug 14

Novavax, Inc.'s (NASDAQ:NVAX) Shares Lagging The Industry But So Is The Business

Novavax, Inc.'s ( NASDAQ:NVAX ) price-to-sales (or "P/S") ratio of 2x might make it look like a strong buy right now...
Seeking Alpha Aug 13

Novavax: Staying Long Despite Coming Up Short In Q2

Summary Novavax reported Q2 earnings with a miss on EPS and revenue, causing a drop in share price, but recovered after the earnings call. Novavax is making progress with internal vaccine candidates, Sanofi partnership, and potential market opportunities, despite disappointing Q2 earnings. I provide my thoughts on the quarter, and will highlight a few downside risks that investors should consider. I discuss my updated NVAX strategy. Read the full article on Seeking Alpha

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di NVAX siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di NVAX siano aumentati.


Rendimento dei dividendi rispetto al mercato

Novavax Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di NVAX rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (NVAX)n/a
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.2%
Media del settore (Biotechs)2.4%
Analista previsionale (NVAX) (fino a 3 anni)0%

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di NVAX rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di NVAX rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.


Distribuzione degli utili agli azionisti

Copertura degli utili: Dati insufficienti per calcolare il payout ratio di NVAX per determinare se i suoi pagamenti di dividendi sono coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché NVAX non ha segnalato alcun pagamento.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/17 00:04
Prezzo dell'azione a fine giornata2026/06/17 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Novavax, Inc. è coperta da 23 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Alec StranahanBofA Global Research
David LebowitzBrean Capital Historical (Janney Montgomery)
Mayank MamtaniB. Riley Securities, Inc.