Novartis AG's stock rose by 3.00% and reached a 52-week high amid a challenging market environment, with the Nasdaq-100 down 1.35% and the S&P 500 down 0.71%.
The company announced plans to build a new 35,000-square-foot radioligand therapy (RLT) facility in Winter Park, Florida, as part of its $23 billion investment strategy. This expansion aims to optimize drug delivery for patients in the southeastern US and strengthen Novartis' existing RLT production network, ensuring timely administration of doses and enhancing patient access to cancer treatments. The new facility will also support the advancement of innovative therapies in the RLT portfolio, reinforcing Novartis' leadership in the global cancer treatment market.
This strategic investment not only boosts Novartis' manufacturing capabilities but also positions the company for future growth in the competitive pharmaceutical landscape, particularly in precision cancer treatment.
Wall Street analysts forecast NVS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVS is 127.75 USD with a low forecast of 112.00 USD and a high forecast of 143.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
Wall Street analysts forecast NVS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVS is 127.75 USD with a low forecast of 112.00 USD and a high forecast of 143.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
4 Hold
1 Sell
Hold
Current: 147.870
Low
112.00
Averages
127.75
High
143.00
Current: 147.870
Low
112.00
Averages
127.75
High
143.00
Citi
Graham Parry
Buy
initiated
CHF 133
2026-01-27
New
Reason
Citi
Graham Parry
Price Target
CHF 133
AI Analysis
2026-01-27
New
initiated
Buy
Reason
Citi analyst Graham Parry initiated coverage of Novartis with a Buy rating and CHF 133 price target. The firm sees the company's earnings outperformance continuing. It believes Novartis will hit its 5%-6% annual sales growth guidance through 2030.
Deutsche Bank
Buy
maintain
2026-01-16
Reason
Deutsche Bank
Price Target
2026-01-16
maintain
Buy
Reason
Deutsche Bank raised the firm's price target on Novartis to CHF 125 from CHF 120 and keeps a Buy rating on the shares.
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Barclays
Underweight -> Equal Weight
upgrade
2026-01-06
Reason
Barclays
Price Target
2026-01-06
upgrade
Underweight -> Equal Weight
Reason
Barclays upgraded Novartis to Equal Weight from Underweight.
Barclays
Underweight -> Equal Weight
upgrade
$120
2026-01-06
Reason
Barclays
Price Target
$120
2026-01-06
upgrade
Underweight -> Equal Weight
Reason
As previously reported, Barclays upgraded Novartis to Equal Weight from Underweight with a CHF 120 price target as the firm transferred coverage of European large-cap pharma to a new analyst. The firm sees the company's "fairly rich" pipeline as mostly well reflected in valuation or with competition, says the analyst, who also cites a "weak" operational outlook for 2026.
About NVS
Novartis AG is a Switzerland-based pharmaceutical company. The Company develops, manufactures, and markets branded and generic prescription drugs, active pharmaceutical ingredients (APIs), biosimilars and ophthalmic products. The Company uses science and digital technologies for treatments in the disease areas of immunology, dermatology, cancer, ophthalmology, neuroscience, respiratory, cardiovascular, renal and metabolism. The business activities of the Company are divided into two segments: Innovative Medicines, which includes innovative patent-protected prescription medicines for blood pressure, cancer and other ailments, and Sandoz, which includes generic pharmaceuticals and biosimilars.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
