Added to YB: 2026-02-09
Pitch date: 2026-02-05
NOVN.SW [neutral]
Novartis AG
+6.29%
current return
Author Info
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Company Info
Novartis AG researches, develops, manufactures, distributes, markets, and sells pharmaceutical medicines in Switzerland and internationally.
Market Cap
CHF 313.6B
Pitch Price
CHF 119.00
Price Target
N/A
Dividend
2.93%
EV/EBITDA
14.24
P/E
22.98
EV/Sales
5.96
Sector
Pharmaceuticals
Category
N/A
Novartis (NOVN Switzerland): cost control cushions the blow, but growth visibility fades
NOVN.SW (earnings): Q4 sales -1% at constant FX, Entresto US -45% YOY on generics/pricing pressure. Core EBIT +1%, 37% margin on cost control. 2026 guidance cautious - modest sales growth, core EBIT decline expected. Tasigna/Promacta face exclusivity erosion. Growth flattening despite quality execution.
Read full article (2 min)