Added to YB: 2025-06-06
Pitch date: 2025-06-05
TEVA [bullish]
Teva Pharmaceutical Industries Limited
+53.69%
current return
Author Info
No bio for this author
Company Info
Teva Pharmaceutical Industries Limited develops, manufactures, markets, and distributes generic and other medicines, and biopharmaceutical products in the United States, Europe, Israel, and internationally.
Market Cap
$30.7B
Pitch Price
$62.40
Price Target
40.95 (-57%)
Dividend
N/A
EV/EBITDA
9.65
P/E
43.30
EV/Sales
2.72
Sector
Pharmaceuticals
Category
growth
Teva's Pivot: Charting a New Course for Growth in Pharmaceuticals
TEVA: Strong momentum with 9 quarters of rev growth. AUSTEDO, AJOVY, UZEDY driving 'Pivot to Growth' strategy. Targeting 30% non-GAAP op margin by 2027, FCF >$2.7B (2027) & >$3.5B (2030). Late-stage pipeline promising (duvakitug, olanzapine LAI). At 7x P/E, 6.5x EV/EBITDA, DCF ~$22.50, 18.5% 5-yr IRR potential. Debt remains key risk.
Read full article (20 min)