Sanofi SA (SNY) FY2028Q4 Earning Prediction

07/31 04:00:00

Pre-Market

Sanofi SA (SNY) is set to release its FY2028Q4 earnings performance on 07/31 04:00:00 in Pre-Market trading. Consensus forecasts predict a revenue of 9.99B and an earnings per share (EPS) of 0.96 for the FY2028Q4. 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

9.99B

+0.07%

EPSMISS

0.96

0.90

-6.25%

AI Summary

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AI Earnings Prediction

Prediction for FY2028Q4

Earnings Date: Jul 31, 2025

The earnings forecast predicts a Beat based on Dupixent's expansion, strategic acquisitions, and operational efficiencies offsetting regulatory risks.

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 >$4.5B, Beyfortus beats estimates, no tariff implementation.

Beat

45%

+2-4%

Revenue/EPS narrowly beat consensus; tariff delays announced.

Neutral

20%

Flat

In-line results with muted guidance on pricing/tariff risks.

Miss

10%

-3-5%

Dupixent/Beyfortus underperform; Trump tariffs finalized pre-earnings.

Strong Miss

-8-10%

Guidance cut on pricing pressures + pipeline setbacks (e.g., KT-485 delays).

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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/Xolair superiority, Beyfortus adoption (>80% efficacy), and Sarclisa delivery improvements drive sales. Offsets include tariff/pricing risks.

EPS

Beat

Gross margin stability (Sarclisa OBI cost savings, Opella proceeds) and tax rate (~20%) offset acquisition dilution/R&D spending.

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Prediction Logic & Rational

Logic & Justification

Key Fact Data Impacts on Core Metrics:

Dupixent Expansion & Pipeline Validation:

FDA approvals for Dupixent in bullous pemphigoid and superior efficacy vs. Xolair (EVEREST trial) expand its $13B+ franchise.
Successful Beyfortus RSV real-world data (87% efficacy) and Sarclisa subcutaneous delivery improvements support revenue growth.

Strategic Acquisitions & Pipeline Investments:

Acquisition of Blueprint Medicines ($ 9.1B) and Vigil Neuroscience ($8/share) strengthens rare disease/immunology pipelines.
Partnerships with Kymera (KT-485 advancement), Nurix (STAT6 licensing), and Adagene ($25M investment) validate R&D capabilities.

Operational Efficiencies:

Thermo Fisher manufacturing site acquisition streamlines drug production.
Opella transaction proceeds ($10B) fund growth/R&D without diluting margins.

Regulatory & Macro Headwinds:

Trump’s proposed drug tariffs (gradual implementation) and CMS price negotiation risks create uncertainty, offsetting some growth.
Mixed itepekimab COPD trial results and GLP-1 eye disease risks introduce pipeline caution.

Prediction Logic & Rational

Tactical Strategy Recommendations

Trading Strategy

Options Play: Buy SNY Aug 50 Calls (IV spike pre-earnings). Hedge with SPY Puts (tariff/policy risks).
Stock Play: Accumulate shares ahead of earnings; 20% underperformance vs. S&P 500 suggests low bar for upside.
Risk Note: Monitor Trump’s tariff timeline (July 31 proximity) and Dupixent prescription trends.

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 FY2028Q4 Earnings Release Date and Time?

Sanofi SA (SNY) is scheduled to release its FY2028Q4 earnings report onJul 31, 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 FY2028Q4 Revenue and EPS?

Analysts' consensus predicts 9.99B in revenue and an EPS of 0.96 for Sanofi SA's FY2028Q4.

What Does Intellectia's AI Predict for Sanofi SA FY2028Q4 Earnings?

Intellectia's exclusive AI algorithms forecast a Beat forSanofi SA's FY2028Q4 earnings, with a prediction date of Jul 31, 2025. Sanofi SA The earnings forecast predicts a Beat based on Dupixent's expansion, strategic acquisitions, and operational efficiencies offsetting regulatory risks.

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

Leverage Intellectia's AI forecast to position trades ahead of theJul 31, 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 FY2028Q4?

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!