Teva Pharmaceutical Industries 향후 성장
Future 기준 점검 4/6
Teva Pharmaceutical Industries (는) 각각 연간 26.8% 및 3.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 31% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 34.7% 로 예상됩니다.
핵심 정보
26.8%
이익 성장률
30.99%
EPS 성장률
| Pharmaceuticals 이익 성장 | 18.7% |
| 매출 성장률 | 3.1% |
| 향후 자기자본이익률 | 34.74% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 09 Sep 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Sep 09
TEVA: Celiac And Vitiligo Data Are Expected To Drive Neuroscience Pivot
Analysts have lifted their fair value estimate for Teva Pharmaceutical Industries to $41.91 from $40.90, citing stronger assumed revenue growth, a slightly higher future P/E multiple, and recent Street research that highlights commercial execution and a maturing pipeline in areas such as celiac disease and Tourette's syndrome. Analyst Commentary Recent Street research on Teva Pharmaceutical Industries focuses on how the company is executing on its growth plans and how that might support current valuation levels.Seeking Alpha • Aug 03
Teva's Re-Rating Still Has Room To Run
Summary Teva Pharmaceutical is undergoing a transformation, shifting its revenue mix toward specialty and innovative drugs, now over $1 billion per quarter. TEVA targets $3.7 billion in specialty/innovative sales for 2026 and aims for operating margins near 30% by 2027, driven by product mix and cost savings. Leverage has dropped below 3x EBITDA, with a goal of 2x by 2027, supported by $2–$2.4 billion free cash flow guidance for 2026. I maintain a Buy rating, as TEVA still trades below sector multiples and further upside is possible if specialty growth and margin targets are met. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 21
TEVA: Fairly Valued Outlook Will Weigh Vitiligo Data And Biosimilar Expansion
Analysts have lifted their fair value estimate for Teva Pharmaceutical Industries from about $21.53 to roughly $33.08, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, along with recent price target increases across several firms and renewed confidence in the vitiligo program despite short term share price weakness. Analyst Commentary Recent commentary on Teva Pharmaceutical Industries has centered on how investors should think about valuation relative to execution risk, particularly around the vitiligo program and the timing of clinical milestones.
내러티브 업데이트 • Jul 07
TEVA: Vitiligo Readout And Neuroscience Expansion Are Expected To Drive Upside
Analysts have raised their fair value estimate for Teva Pharmaceutical Industries from $45.00 to about $48.72, citing updated assumptions around revenue growth, profit margins, and future P/E. These changes align with a series of recent price target increases across the Street.내러티브 업데이트 • Jun 23
TEVA: Neuroscience Pivot And Vitiligo Readout Timing May Support 2026 Repricing
Teva Pharmaceutical Industries' analyst price target has been adjusted slightly to $40.90, with analysts pointing to recent stock underperformance tied to macro factors and updated vitiligo trial timelines, while maintaining underlying confidence in the pipeline and business fundamentals. Analyst Commentary Recent commentary on Teva Pharmaceutical Industries highlights a mix of optimism about the company’s pipeline execution and caution around near term headlines and timing.분석 기사 • Jun 21
Teva Pharmaceutical Industries (TEVA) Stock Could Be 23.7% Undervalued After Recent Pullback
Teva Pharmaceutical Industries (NYSE:TEVA) is back in focus after a recent share price pullback, with the stock closing at $31.48. Investors are assessing how the current valuation lines up with the company’s fundamentals. See our latest analysis for Teva Pharmaceutical Industries. The recent 7 day share price return, down 9.1%, and 1 month share price return, down 7.6%, contrast with a 1 year total shareholder return of 85.7% and 3 year total shareholder return above 3x. This suggests that...내러티브 업데이트 • Jun 08
TEVA: Neuroscience Pipeline And Branded Shift May Support 2026 Multiple Reappraisal
Teva Pharmaceutical Industries' analyst price target has been adjusted from $40.27 to $41.27, as analysts factor in updated assumptions for revenue growth, profit margins and future P/E, supported by a series of recent price target increases from major research firms. Analyst Commentary Recent price target revisions for Teva Pharmaceutical Industries cluster tightly in favor of higher valuations, with several large firms, including JPMorgan, lifting their targets by between US$1 and US$6.내러티브 업데이트 • May 25
TEVA: Focused R&D In Neuroscience And Immunology Will Support 2026 Multiple Reappraisal
Analyst price targets on Teva Pharmaceutical Industries have edged higher, with the updated fair value estimate moving from about $40.09 to $40.27 as analysts factor in recent target increases and their views on the company’s R&D focus, core therapeutic areas, biosimilars business, and capital deployment plans. Analyst Commentary Recent Street research on Teva Pharmaceutical Industries points to a cluster of higher price targets, with several bullish analysts updating their models after discussions with management about research priorities, therapeutic focus, biosimilars, and capital deployment.내러티브 업데이트 • May 04
TEVA: Neuroscience And Immunology Pipeline Will Drive 2026 Multiple Reappraisal
Analysts lifted the Teva Pharmaceutical Industries price target to $40.09 from $38.18, citing updated assumptions that point to higher revenue growth expectations, a slightly lower projected profit margin, and a higher future P/E multiple. This view is supported by recent research notes highlighting management's R&D focus, build out in core therapeutic areas, biosimilars vision, and capital deployment plans.내러티브 업데이트 • Apr 16
TEVA: Neuroscience And Immunology R&D And Biosimilars Will Shape 2026 Reappraisal
Analysts have nudged their Teva Pharmaceutical Industries price targets higher, with the model fair value moving from $37.82 to $38.18. This change is supported by updated views on the company's R&D focus in neuroscience and immunology, its biosimilars plans, capital deployment, and the evolving outlook for partnered assets such as duvakitug.새로운 내러티브 • Apr 09
Late Stage Pipeline And Margin Expansion Will Transform This Pharma Into A Future Cash Engine
Catalysts About Teva Pharmaceutical Industries Teva Pharmaceutical Industries develops and sells generic medicines, biosimilars and branded therapies across central nervous system, respiratory and immunology related diseases. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Apr 02
TEVA: Neuroscience And Immunology Pipeline Progress Will Shape 2026 R&D Reappraisal
Narrative Update on Teva Pharmaceutical Industries The analyst price target framework for Teva Pharmaceutical Industries has shifted modestly higher, with recent Street targets moving into the mid to high $30s and low $40s as analysts cite progress in R&D across neuroscience, immunology and biosimilars, improved capital structure and clearer long term EBITDA growth visibility. This comes even as the updated fair value estimate edges from $38.14 to $37.82 on slightly lower modeled revenue growth and profit margins, along with a marginally higher future P/E assumption.내러티브 업데이트 • Mar 18
TEVA: 2026 Neuroscience And Immunology Pipeline Progress Will Drive Bullish Outlook
Teva Pharmaceutical Industries' analyst price target is modestly higher, with recent $1 to $9 upward revisions tied to analysts' expectations for R&D progress in neuroscience and immunology, a growing biosimilars presence, and stronger cash generation that supports a slightly richer forward P/E multiple. Analyst Commentary Recent research updates on Teva Pharmaceutical Industries focus on how the pipeline, cash generation, and balance sheet shape both upside potential and execution risks.내러티브 업데이트 • Mar 04
TEVA: Affordable Medicines And 2026 Pipeline Catalysts Will Drive Bullish Outlook
Analysts have nudged their price target for Teva Pharmaceutical Industries up to $38 from $37, reflecting a slightly higher fair value estimate and updated assumptions around long term revenue growth, margins, and the potential for duvakitug to reach $3b in peak sales following recent Phase 2 data with Sanofi. Analyst Commentary Recent research updates on Teva Pharmaceutical Industries highlight a mix of enthusiasm around the pipeline and affordability theme, alongside caution around execution risk and legal overhangs.내러티브 업데이트 • Feb 18
TEVA: Affordable Medicines And 2026 R&D Progress Will Shape Medium Term Outlook
Narrative Update Overview The analyst price target for Teva Pharmaceutical Industries has been revised modestly higher to $37.95, with analysts pointing to updated fair value estimates, slightly adjusted discount rates, a new revenue growth outlook, and recent Street research highlighting potential pipeline catalysts and the appeal of affordable medicines heading into 2026. Analyst Commentary Recent Street research on Teva Pharmaceutical Industries has centered on refreshed price targets, the potential of the R&D pipeline heading into 2026, and the appeal of the affordable medicines theme.내러티브 업데이트 • Feb 04
TEVA: Affordable Medicines And 2026 Pipeline Milestones Will Shape Medium Term Outlook
Analysts have raised their price targets on Teva Pharmaceutical Industries into a tighter valuation range, with our fair value estimate moving from US$35.32 to US$36.77. They point to improving profit margin assumptions, a lower future P/E, and support from recent research highlighting the affordable medicines theme and potential pipeline catalysts into 2026.내러티브 업데이트 • Jan 20
TEVA: Affordable Medicines And 2026 Pipeline Catalysts Should Support Re Rating
Narrative Update Analysts have lifted their price target range for Teva Pharmaceutical Industries toward the mid US$30s, reflecting updated assumptions on fair value, profit margins, and future P/E as they point to affordable medicines and potential R&D catalysts around 2026 as key drivers of sentiment. Analyst Commentary Recent street research points to a more constructive tone around Teva Pharmaceutical Industries, with higher price targets tied to its focus on affordable medicines and potential R&D catalysts around 2026.내러티브 업데이트 • Jan 06
TEVA: Shares Will Hold Steady As Q3 Trends Support Balanced Outlook
Analysts have nudged their price target for Teva Pharmaceutical Industries higher to about US$24, citing recent Q3 pricing and volume trends for key drugs and consistent expectations for earnings across commercial-stage biopharma names. Analyst Commentary Bullish Takeaways Bullish analysts view the higher US$24 price target as a reflection of steadier execution on key drugs, with recent Q3 pricing and volume trends supporting their valuation framework.내러티브 업데이트 • Dec 22
TEVA: Shares Will Trade Sideways As IRA Pricing Clarity Drives Relief Rally
Analysts have raised their fair value estimate for Teva Pharmaceutical Industries to approximately $32.77 from about $28.61, citing recent price target increases to the mid 20 dollar range, expectations for stable Q3 performance, and a potential relief rally tied to upcoming Austedo IRA pricing clarity. Analyst Commentary Recent Street research reflects a generally constructive stance on Teva, with price targets moving higher in anticipation of stable near term execution and clearer visibility on Austedo economics under the Inflation Reduction Act.내러티브 업데이트 • Dec 08
TEVA: Shares Will Trade Sideways As Drug Pricing Clarity Supports Margins
Analysts have nudged their average price target for Teva Pharmaceutical Industries higher from approximately $27.90 to about $28.60, citing stable near term earnings expectations, improving profit margin assumptions, and a potential relief rally tied to clarity on Austedo pricing under the IRA framework. Analyst Commentary Bullish analysts highlight that recent price target increases reflect growing confidence in Teva's ability to execute on its turnaround strategy and sustain earnings stability, even as broader biopharma peers face mixed revisions.내러티브 업데이트 • Nov 24
TEVA: Shares Will Rally As IRA Drug Pricing Clarity Approaches
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.분석 기사 • Nov 13
We Think Teva Pharmaceutical Industries' (NYSE:TEVA) Healthy Earnings Might Be Conservative
Shareholders appeared to be happy with Teva Pharmaceutical Industries Limited's ( NYSE:TEVA ) solid earnings report...분석 기사 • Nov 12
Teva Pharmaceutical Industries Limited (NYSE:TEVA) Stock Catapults 26% Though Its Price And Business Still Lag The Industry
Despite an already strong run, Teva Pharmaceutical Industries Limited ( NYSE:TEVA ) shares have been powering on, with...내러티브 업데이트 • Nov 07
TEVA: Stock Will Gain Momentum As Key Drug Pricing Decision Nears
Analysts have increased their price target for Teva Pharmaceutical Industries by approximately $3, citing improved Q3 trends as well as positive expectations for key drug pricing and regulatory developments. Analyst Commentary Recent updates from Street research highlight both optimistic outlooks and ongoing risks for Teva Pharmaceutical Industries as analysts revise their expectations following Q3 performance and future drug pricing developments.내러티브 업데이트 • Oct 23
Analyst Commentary Highlights Modest Price Target Increase and Positive Outlook for Teva Pharmaceutical Industries
Teva Pharmaceutical Industries' analyst price target has increased modestly, rising by $0.22 to approximately $24.44 per share. Analysts cite improved pricing and volume trends, along with positive expectations for key drugs and limited Q3 surprises.내러티브 업데이트 • Oct 09
Aging Demographics And Biosimilar Launches Will Transform Healthcare Demand
Teva Pharmaceutical Industries saw its analyst price target increase modestly from $23.89 to $24.22 per share. Analysts cite anticipated relief rallies and favorable prospects for the company's Austedo pricing strategy.내러티브 업데이트 • Sep 25
Aging Demographics And Biosimilar Launches Will Transform Healthcare Demand
As Teva Pharmaceutical Industries’ future P/E and revenue growth forecasts remain essentially unchanged, the consensus analyst price target is also largely flat, with a slight increase from $23.56 to $23.89. What's in the News UZEDY, Teva's long-acting injectable risperidone for schizophrenia, secured South Korean regulatory approval and has reached strong commercial milestones, recording $117 million in 2024 net sales and $95 million in the first half of 2025.
새로운 내러티브 • Apr 23
Generics And Biosimilars Pipeline And Expansion Will Define Progress
The Pivot to Growth strategy targets revenue enhancement through product innovation, operational efficiency, and a sustainable generics business.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 18,105 | 2,514 | 3,841 | 3,103 | 9 |
| 12/31/2027 | 17,318 | 2,433 | 3,139 | 2,611 | 11 |
| 12/31/2026 | 16,602 | 1,275 | 2,146 | 1,491 | 10 |
| 6/30/2026 | 17,315 | 706 | 1,347 | 1,898 | N/A |
| 3/31/2026 | 17,349 | 1,565 | 1,172 | 1,714 | N/A |
| 12/31/2025 | 17,258 | 1,410 | 1,148 | 1,649 | N/A |
| 9/30/2025 | 16,776 | 713 | 578 | 1,066 | N/A |
| 6/30/2025 | 16,628 | -157 | 890 | 1,390 | N/A |
| 3/31/2025 | 16,616 | -1,286 | 765 | 1,266 | N/A |
| 12/31/2024 | 16,544 | -1,639 | 749 | 1,247 | N/A |
| 9/30/2024 | 16,772 | -959 | 1,368 | 1,856 | N/A |
| 6/30/2024 | 16,290 | -453 | 679 | 1,168 | N/A |
| 3/31/2024 | 16,004 | -478 | 878 | 1,389 | N/A |
| 12/31/2023 | 15,846 | -559 | 842 | 1,368 | N/A |
| 9/30/2023 | 15,273 | -2,336 | 608 | 1,157 | N/A |
| 6/30/2023 | 15,017 | -2,350 | 1,173 | 1,695 | N/A |
| 3/31/2023 | 14,925 | -1,711 | 964 | 1,494 | N/A |
| 12/31/2022 | 14,925 | -2,446 | 1,042 | 1,590 | N/A |
| 9/30/2022 | 15,141 | -1,291 | 514 | 1,073 | N/A |
| 6/30/2022 | 15,433 | -1,054 | 476 | 1,059 | N/A |
| 3/31/2022 | 15,557 | -615 | 585 | 1,154 | N/A |
| 12/31/2021 | 15,878 | 417 | 236 | 798 | N/A |
| 9/30/2021 | 16,231 | 726 | 88 | 673 | N/A |
| 6/30/2021 | 16,324 | -3,915 | -131 | 451 | N/A |
| 3/31/2021 | 16,284 | -3,982 | -94 | 506 | N/A |
| 12/31/2020 | 16,659 | -3,990 | 638 | 1,216 | N/A |
| 9/30/2020 | 16,673 | -4,031 | 902 | 1,423 | N/A |
| 6/30/2020 | 16,788 | 4 | 894 | 1,441 | N/A |
| 3/31/2020 | 17,095 | -825 | N/A | 941 | N/A |
| 12/31/2019 | 16,887 | -999 | N/A | 748 | N/A |
| 9/30/2019 | 16,396 | -4,048 | N/A | 577 | N/A |
| 6/30/2019 | 16,831 | -4,007 | N/A | 673 | N/A |
| 3/31/2019 | 17,355 | -3,559 | N/A | 1,062 | N/A |
| 12/31/2018 | 18,271 | -2,399 | N/A | 2,446 | N/A |
| 9/30/2018 | 19,693 | -11,059 | N/A | 2,938 | N/A |
| 6/30/2018 | 20,781 | -10,256 | N/A | 3,312 | N/A |
| 3/31/2018 | 21,800 | -16,050 | N/A | 3,585 | N/A |
| 12/31/2017 | 21,853 | -16,525 | N/A | 2,225 | N/A |
| 9/30/2017 | 23,479 | -5,963 | N/A | 2,791 | N/A |
| 6/30/2017 | 23,425 | -6,145 | N/A | 3,457 | N/A |
| 3/31/2017 | 22,743 | 78 | N/A | 3,985 | N/A |
| 12/31/2016 | 21,903 | 68 | N/A | 3,890 | N/A |
| 9/30/2016 | 20,292 | 1,591 | N/A | 5,415 | N/A |
| 6/30/2016 | 19,552 | 1,346 | N/A | 5,047 | N/A |
| 3/31/2016 | 19,480 | 1,697 | N/A | 5,564 | N/A |
| 12/31/2015 | 19,652 | 1,573 | N/A | 5,542 | N/A |
| 9/30/2015 | 19,939 | 1,775 | N/A | 5,679 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: TEVA 의 연간 예상 수익 증가율(26.8%)이 saving rate(3.7%)보다 높습니다.
수익 vs 시장: TEVA 의 연간 수익(26.8%)이 US 시장(17.2%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: TEVA 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: TEVA 의 수익(연간 3.1%)이 US 시장(연간 13.4%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: TEVA 의 수익(연간 3.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: TEVA의 자본 수익률은 3년 후 34.7%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/14 03:46 |
| 종가 | 2026/09/11 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
Teva Pharmaceutical Industries Limited는 44명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Balaji Prasad | Barclays |
| Glen Santangelo | Barclays |