Teva Pharmaceutical Industries Limited

NYSE:TEVA 주식 리포트

시가총액: US$40.5b

Teva Pharmaceutical Industries 경영진

경영진 기준 점검 3/4

Teva Pharmaceutical Industries CEO는 Richard Francis, Jan2023 에 임명되었습니다 의 임기는 3.58 년입니다. 총 연간 보상은 $19.17M, 8.9% 급여 및 91.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $40.88M 가치에 해당하는 회사 주식의 0.1% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.2 년과 9.1 년입니다.

핵심 정보

Richard Francis

최고경영자

US$19.2m

총 보수

CEO 급여 비율8.87%
CEO 재임 기간3.6yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간3.2yrs
이사회 평균 재임 기간9.1yrs

최근 경영진 업데이트

Recent updates

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.
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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.
Seeking Alpha Feb 28

Teva Pharmaceutical: A Risky Bet With Potential Upside

Summary Teva Pharmaceutical faces challenges with high debt, legal issues, and pricing pressure, but is shifting focus to higher-margin biosimilars and specialty drugs. Despite trading at a low 6.56x forward earnings, Teva's high debt-to-EBITDA ratio and declining earnings are significant concerns. The company's push into biosimilars is promising, but execution and market competition will be critical for success. Teva's stock is a speculative buy with potential upside if biosimilars succeed, but risks remain high due to debt and profitability issues. Read the full article on Seeking Alpha
Seeking Alpha Jan 30

Teva Pharmaceutical: 2025 Guidance Sinks The Stock, But Presents An Opportunity

Summary Teva Pharmaceutical Industries' Q4 2024 results were strong, but 2025 guidance underwhelmed, causing a sharp stock sell-off. Management's cautious 2025 guidance sets a low bar, likely to be outperformed, and a desirable entry point for long-term investors. Teva Pharmaceutical's pipeline, including Duvakitug and multiple biosimilars, offers significant growth prospects, with several key Phase 3 milestones and potential launches from 2025 to 2027. Teva's aggressive debt reduction enhances financial stability, paving the way for future shareholder-friendly activities like dividends or share repurchases. A 12-month price target of $25/share, 10x FY 2025 non-GAAP EPS estimates seems achievable should Teva outperform lowered EPS and sales estimates. Read the full article on Seeking Alpha

CEO 보수 분석

Richard Francis의 보수는 Teva Pharmaceutical Industries의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

US$706m

Mar 31 2026n/an/a

US$2b

Dec 31 2025US$19mUS$2m

US$1b

Sep 30 2025n/an/a

US$713m

Jun 30 2025n/an/a

-US$157m

Mar 31 2025n/an/a

-US$1b

Dec 31 2024US$16mUS$2m

-US$2b

Sep 30 2024n/an/a

-US$959m

Jun 30 2024n/an/a

-US$453m

Mar 31 2024n/an/a

-US$478m

Dec 31 2023US$26mUS$2m

-US$559m

보상 대 시장: Richard의 총 보수(USD19.17M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.54M)보다 높습니다.

보상과 수익: Richard의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Richard Francis (58 yo)

3.6yrs
재임 기간
US$19,168,709
보수

Mr. Richard D. Francis is Non-Executive Director of Purespring Therapeutics Limited. He serves as President and Chief Executive Officer at Teva Pharmaceutical Industries Limited since January 01, 2022 and...


리더십 팀

이름직위재임 기간보수지분
Richard Francis
President3.6yrsUS$19.17m0.10%
$ 40.9m
Eliyahu Kalif
Executive VP & CFO6.7yrsUS$6.96m0.0056%
$ 2.3m
Eric Hughes
Executive VP of Global R&D and Chief Medical Officer4yrsUS$6.30m0.012%
$ 4.7m
Christine Fox
Executive VP of US Commercial & Head of Innovative Franchise2.8yrsUS$5.90m0.0055%
$ 2.2m
Evan Lippman
Executive Vice President of Business Development1.4yrsUS$7.22m0.0038%
$ 1.5m
Matthew Shields
Executive Vice President of Global Operations2.2yrs데이터 없음0%
$ 0
Amir Weiss
Senior VP & Chief Accounting Officer4.8yrs데이터 없음0.0017%
$ 695.9k
Christopher Stevo
Senior Vice President of Investor Relations & Competitive Intelligenceno data데이터 없음데이터 없음
Kathleen Veit
Senior Vice President4.1yrs데이터 없음데이터 없음
Brian Savage
Interim Chief Legal Officerless than a year데이터 없음0.00094%
$ 380.3k
Placid Jover
Executive VP & CHRO2yrs데이터 없음0.00058%
$ 234.7k
Kevin Mannix
Senior Vice President of Investor Relationsno data데이터 없음데이터 없음
3.2yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: TEVA의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.2 년).


이사회 구성원

이름직위재임 기간보수지분
Richard Francis
Presidentno dataUS$19.17m0.10%
$ 40.9m
Sol Barer
Independent Chairman of the Board11.6yrsUS$600.00k0.038%
$ 15.6m
Amir Elstein
Independent Director17.6yrsUS$392.49k0.18%
$ 73.6m
Gerald Lieberman
Independent Director10.9yrsUS$414.99k0.011%
$ 4.5m
Roberto Mignone
Independent Director9.1yrsUS$399.99k0.010%
$ 4.2m
Rosemary Crane
Independent Director10.9yrsUS$389.99k0.011%
$ 4.4m
Chen Lichtenstein
Independent Director1.7yrsUS$382.49k0.0017%
$ 671.6k
Tal Zaks
Independent Director4.8yrsUS$374.99k0.0063%
$ 2.5m
Perry Nisen
Independent Director9.1yrsUS$394.99k0.010%
$ 4.2m
Ronit Satchi-Fainaro
Independent Director8.2yrsUS$379.99k0.0097%
$ 3.9m
9.1yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 이사회: TEVA의 이사회경험이 있음으로 간주됩니다(평균 재임 9.1 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/06 17:50
종가2026/08/06 00:00
수익2026/06/30
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

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분석가 소스

Teva Pharmaceutical Industries Limited는 44명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
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Balaji PrasadBarclays
Glen SantangeloBarclays