financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Maintains Sell Opinion On Shares Of Teva Pharmaceutical Industries
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Maintains Sell Opinion On Shares Of Teva Pharmaceutical Industries
Aug 4, 2025 10:45 AM

01:20 PM EDT, 08/04/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We maintain our 12-month target price of $13, 4.7x our 2026 EPS forecast, a premium to TEVA's historical forward average due to margin expansion. We maintain our 2025 EPS estimate at $2.56 and lift 2026's by $0.06 to $2.77. Q2 EPS of $0.66 vs. $0.61 beat consensus by $0.04. The generics business faced continued headwinds (-2% revenue growth Y/Y) due to increased competition in lenalidomide capsules and liraglutide injection. Key drugs showed solid Y/Y growth, including AUSTEDO (+19% Y/Y) with the launch of AUSTEDO XR in May. UZEDY in particular showed strong acceleration with revenues up 120% Y/Y. We expect two biosimilar launches in H2 2025, a step toward TEVA's goal of doubling biosimilar revenues from 2024 to 2027. Management raised the low end of 2025 adj. EPS guidance by $0.05 to a $2.50-$2.65 range. While TEVA mentions that more than 50% of the products it's selling in the U.S. are manufactured in the U.S., we think pharmaceutical tariffs are a risk for the remainder and may particularly hurt low-margin generics.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Copyright 2023-2025 - www.financetom.com All Rights Reserved