Added to YB: 2026-08-11
Pitch date: 2026-08-08
NVO [neutral]
Novo Nordisk A/S
+1.55%
current return
Author Info
HatedMoats identifies hated moats. I buy companies when the market panics. Contrarian investor focused on quality, value & long-term growth. Sign up for the newsletter.
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 1.3T
Pitch Price
DKK 47.00
Price Target
N/A
Dividend
3.83%
EV/EBITDA
8.24
P/E
11.65
EV/Sales
4.39
Sector
Pharmaceuticals
Category
turnaround
Novo Nordisk Q2 2026 Review: Better Than Feared But Is It Enough?
NVO (holding update): Q2 adj sales DKK78.5B (+7% CER), op profit +11%; FY26 guide raised to 0% to -6% (from -13%). Obesity +16%, Intl +37%. Wegovy pill 5M+ scripts, expanding market. GM 78.2% but +DKK3B one-off. Pipeline weak: CagriSema, monlunabant, ZEUS fail. Sept 21 CMD key. Holding.
Read full article (10 min)