Organon & Co. shares rose 5.71% as the stock reached a 20-day high amid a challenging market environment where the Nasdaq-100 and S&P 500 are down 1.61% and 1.52%, respectively.
The core catalyst for this price movement is the FDA's approval for Organon's NEXPLANON to extend its use from three to five years. This approval is expected to significantly enhance the product's market competitiveness, as clinical trials showed no pregnancies among 399 participants during the extended use period, confirming its efficacy. Additionally, the FDA has mandated a new Risk Evaluation and Mitigation Strategy (REMS) to ensure proper insertion and removal, which will further boost patient confidence and safety.
This FDA approval positions NEXPLANON favorably in the long-acting contraception market, potentially increasing its adoption among women. The company's proactive measures in promoting the product and ensuring safety through the REMS program indicate a strong commitment to enhancing user experience and expanding market share.
Wall Street analysts forecast OGN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OGN is 8.50 USD with a low forecast of 5.00 USD and a high forecast of 12.00 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.
5 Analyst Rating
Wall Street analysts forecast OGN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OGN is 8.50 USD with a low forecast of 5.00 USD and a high forecast of 12.00 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.
0 Buy
1 Hold
4 Sell
Strong Sell
Current: 8.000
Low
5.00
Averages
8.50
High
12.00
Current: 8.000
Low
5.00
Averages
8.50
High
12.00
Barclays
Underweight
initiated
$7.50
2025-12-08
Reason
Barclays
Price Target
$7.50
AI Analysis
2025-12-08
initiated
Underweight
Reason
Barclays initiated coverage of Organon with an Underweight rating and $7.50 price target. The firm rolled out coverage on the specialty pharmaceuticals industry with a neutral view, saying investor sentiment is improving as companies shift focus to innovation, margin expansion and de-leveraging. The group's pricing headwinds are easing while debt leverage is coming down, the analyst tells investors in a research note. Barclays sees "plenty of opportunity" as the sector "remains in a transition phase."
Morgan Stanley
Terence Flynn
Equal Weight
downgrade
$10 -> $9
2025-11-11
Reason
Morgan Stanley
Terence Flynn
Price Target
$10 -> $9
2025-11-11
downgrade
Equal Weight
Reason
Morgan Stanley analyst Terence Flynn lowered the firm's price target on Organon to $9 from $10 and keeps an Equal Weight rating on the shares. The company, which announced that it had identified and ceased the improper sales practices that resulted in recent personnel changes and concluded that improper practices were limited to Nexplanon, lowered revenue guidance to $6.2B-$6.25B from $6.275B-$6.375B, predominantly driven by U.S. policy headwinds for Nexplanon and challenges in the respiratory business, the analyst tells investors.
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JPMorgan
Underweight
downgrade
$14 -> $12
2025-11-11
Reason
JPMorgan
Price Target
$14 -> $12
2025-11-11
downgrade
Underweight
Reason
JPMorgan lowered the firm's price target on Organon to $12 from $14 and keeps an Underweight rating on the shares. The firm reduced estimates citing Nexplanon and respiratory headwinds post the earnings report.
Piper Sandler
Overweight -> Underweight
downgrade
$18 -> $5
2025-10-27
Reason
Piper Sandler
Price Target
$18 -> $5
2025-10-27
downgrade
Overweight -> Underweight
Reason
Piper Sandler downgraded Organon to Underweight from Overweight with a price target of $5, down from $18.
About OGN
Organon & Co. is a global healthcare company. The Company is engaged in developing and delivering health solutions through a portfolio of prescription therapies and medical devices within women's health, biosimilars and a franchise of established medicines across a range of therapeutic areas. It has a portfolio of approximately 70 medicines and products across a range of therapeutic areas. It has a portfolio of contraception and fertility brands, including Nexplanon, NuvaRing, and Follistim AQ. Its Biosimilars portfolio spans across immunology and oncology treatments. It also has a portfolio of established brands, including brands in cardiovascular, dermatology and non-opioid pain management. It sells these products through various channels, including drug wholesalers and retailers, hospitals, government agencies and managed health care providers, such as pharmacy benefit managers and other institutions.
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.
