Sanofi SA (SNY) FY2025Q3 Earning Prediction

10/24 04:00:00

Pre-Market

Sanofi SA (SNY) is set to release its FY2025Q3 earnings performance on 10/24 04:00:00 in Pre-Market trading. Consensus forecasts predict a revenue of 12.24B and an earnings per share (EPS) of 1.60 for the FY2025Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!

Estimate

Actual

Surprise

RevenueBEAT

12.24B

12.43B

+1.61%

EPSBEAT

1.60

1.70

+6.25%

Attend Webcast

AI Earnings Prediction

Prediction for FY2025Q3

Earnings Date: Oct 24, 2025

Sanofi is forecasted to beat earnings expectations driven by Dupixent's growth, cost controls, and favorable market conditions.

Beat

Last 0 quarters:

5 beats0 misses

Scenario Analysis

The AI analyzes the probability of each scenario occurring and identifies the triggering conditions.

Scenario

Prob.

Stock Reaction

Trigger Condition

Strong Beat

20%

+5-7%

Dupixent sales >25% YoY; tariffs deferred.

Beat

50%

+2-4%

Revenue growth ~12%, EPS in line with lowered consensus.

Neutral

10%

Flat

Mixed vaccine/amlitelimab news offsets Dupixent strength.

Miss

15%

-3-5%

Tariffs enacted early; EU fines announced.

Strong Miss

-7-10%

Dupixent demand falters; gross margin contraction.

Unlock Free Scenario Probability

Key Indicators Forecast

The AI provides itemized forecasts for key indicators, potentially including revenue, EPS, gross margin, and free cash flow.

Revenue

EPS

Currency:

No data

Actual

Estimate

Metric

Prediction

Justification

Revenue

Beat

Dupixent growth, vaccine royalties, and insulin volume offset tariff/regulatory risks.

EPS

Beat

Lower R&D costs (mRNA exit) and gross margin stability drive earnings upside.

Unlock Free Key Indicators Forecast

Prediction Logic & Rational

Fact Data Analysis Impacting Key Metrics:

Revenue Growth ( 10.1% Target):

Positive Drivers:
Dupixent Expansion: EMA approval for chronic spontaneous urticaria (CSU) adds a new indication, supporting sustained demand growth.
Vaccine Partnerships: Sanofi’s expanded collaboration with Novavax ($25M milestone + future royalties) and Nuvaxovid EU approval provide incremental revenue.
Insulins Valyou Savings Program: Expanded access to insulin at $35/month could boost volume and market share.
Negative Risks:
EU Antitrust Raid: Investigation into flu vaccine practices creates regulatory uncertainty, potentially impacting vaccine sales.
Trump Tariffs: Potential 100% tariffs on branded drugs (effective Oct 1) may pressure pricing, though generics are exempt.

Dupixent Sales (21% Growth Target):

Strong Demand: Positive CHMP opinion for CSU expands addressable patient population in Europe. Analysts note Dupixent’s dominance in atopic dermatitis (vs. weaker competitors like amlitelimab).

Gross Margin ( 1.5pp Improvement):

Mixed Signals:
Cost efficiencies from R&D restructuring (e.g., mRNA platform wind-down) may offset inflationary pressures.
Margin Pressure: Expanded $35 insulin program could weigh on pricing power.

R&D Expenses (< 17.7% Growth):

Cost Control: Termination of HHS-funded mRNA vaccine development reduces R&D burden. Amlitelimab Phase 3 trials (COAST 1) concluded, limiting near-term spending.

Vaccine Business ( 10.3% Growth):

Beyfortus Momentum: CHMP approval for Wayrilz (ITP) strengthens immunology portfolio, but EU antitrust raid on flu vaccines threatens near-term sentiment.

Prediction Logic & Rational

Tactical Strategy Recommendations

Bullish Play: Buy calls expiring post-earnings (strike $52.50). Leverage potential Beat on lowered EPS consensus.
Hedge: Pair with puts on Amgen (AMGN) or Regeneron (REGN), which face competitive risks from Dupixent.
Long-Term: Monitor tariff developments; Sanofi’s U.S. manufacturing plans could mitigate policy risks.

Rationale: The lowered EPS consensus (-51% revision) sets a low bar, while Dupixent’s dominance and cost controls provide a margin of safety. Regulatory/political risks are priced in at current levels (6.8% stock outperformance vs. S&P 500).

Tactical Strategy Recommendations

Earnings Surprise Analysis

The chart displays the extent of earnings surprises and corresponding stock price movements for each earnings event.

Revenue

EPS

SNY Transcript

Sanofi (SAN:CA) Presents at Bank of America Global Healthcare Conference 2025 Transcript

Neutral9-23

Sanofi (SNY) Presents At Morgan Stanley 23rd Annual Global Healthcare Conference Transcript

Neutral9-9

Sanofi (SNY) Q2 2025 Earnings Call Transcript

Positive7-31

Sanofi's earnings call reflects strong financial performance, particularly with 9.7% sales growth and successful new product launches like Dupixent and Beyfortus. The company maintains a stable tax rate and is executing a significant share buyback program. While there are concerns about R&D expenses and margin growth, the optimistic guidance for Dupixent and new pipeline developments in immunology are positive indicators. The Q&A section reveals confidence in new acquisitions and market strategies, despite some uncertainties in regulatory outcomes and pricing pressures. Overall, the sentiment leans positive with potential stock price growth.

Sanofi (SNY) Presents at Goldman Sachs 46th Annual Global Healthcare Conference Transcript

Neutral6-10

SNY Report

Frequently Asked Questions

What is the Sanofi SA FY2025Q3 Earnings Release Date and Time?

Sanofi SA (SNY) is scheduled to release its FY2025Q3 earnings report onOct 24, 2025, Pre-Market(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.

What Are the Consensus Forecasts for Sanofi SA FY2025Q3 Revenue and EPS?

Analysts' consensus predicts 12.24B in revenue and an EPS of 1.60 for Sanofi SA's FY2025Q3.

What Does Intellectia's AI Predict for Sanofi SA FY2025Q3 Earnings?

Intellectia's exclusive AI algorithms forecast a Beat forSanofi SA's FY2025Q3 earnings, with a prediction date of Oct 24, 2025. Sanofi SA Sanofi is forecasted to beat earnings expectations driven by Dupixent's growth, cost controls, and favorable market conditions.

How Can I Use This Earnings Prediction to Trade SNY Stock?

Leverage Intellectia's AI forecast to position trades ahead of theOct 24, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.

How Accurate Is Intellectia's AI for Earnings Predictions Like Sanofi SA FY2025Q3?

Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.

How does AI Earnings Prediction generate its forecasts?

AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!

When are the predictions available, and how often are they updated?

Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.

Can I use AI Earnings Prediction for all types of stocks?

Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!