Added to YB: 2026-02-09
Pitch date: 2026-02-06
NVO [neutral]
Novo Nordisk A/S
-22.72%
current return
Author Info
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Company Info
Novo Nordisk A/S, together with its subsidiaries, engages in the research and development, manufacture, and distribution of pharmaceutical products.
Market Cap
DKK 1.1T
Pitch Price
DKK 306.56
Price Target
N/A
Dividend
4.94%
EV/EBITDA
7.46
P/E
10.29
EV/Sales
3.74
Sector
Pharmaceuticals
Category
value
Novo Nordisk UPDATE! - Everything you need to know about earnings and the HIMS saga.
NVO (earnings): Q4 decent but shocking 2026 guidance: -5% to -13% revenue/op profit vs -1% expected. MFN pricing cuts, semaglutide patent losses (Canada/China/India), Lilly competition driving decline. Wegovy pill promising (170k users in 4 weeks) but lower margins. Forward PE <15, decade-low EV/EBITDA. HIMS legal fight over compounded knock-off pill adds uncertainty.
Read full article (15 min)