Recent Developments Are Changing the Narrative for GSK
Written by Emily J. Thompson, Senior Investment Analyst
Source: Yahoo Finance
Updated: Nov 29 20250mins
GSK's Fair Value Estimate: Analysts have slightly increased GSK's fair value estimate from £18.07 to £18.27, reflecting cautious optimism amid ongoing valuation adjustments and market conditions.
Analyst Insights: JPMorgan raised GSK's price target to 1,500 GBp while maintaining an Underweight rating, indicating concerns about potential risks despite positive valuation changes.
Regulatory and Operational Developments: GSK is investing over $350 billion in U.S. manufacturing to adapt to trade policies, and has received FDA approval for a new cancer treatment, enhancing its market position.
Legal Challenges: AnaptysBio has initiated legal action against GSK, alleging breach of a collaboration agreement, which could affect future partnerships and innovation in the oncology sector.
GSK.N
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Analyst Views on GSK
Wall Street analysts forecast GSK stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GSK is 45.00 USD with a low forecast of 45.00 USD and a high forecast of 45.00 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 Analyst Rating
0 Buy
1 Hold
0 Sell
Hold
Current: 47.270
Low
45.00
Averages
45.00
High
45.00
Current: 47.270
Low
45.00
Averages
45.00
High
45.00
HSBC
Rajesh Kumar
Reduce
maintain
2025-12-10
New
Reason
HSBC
Rajesh Kumar
Price Target
2025-12-10
New
maintain
Reduce
Reason
HSBC analyst Rajesh Kumar raised the firm's price target on GSK to 1,500 GBp from 1,200 GBp and keeps a Reduce rating on the shares as part of a 2026 outlook for the pharma group. The firm believes the sector is well positioned to outperform in 2026, "even more so if AI panic kicks in." HSBC's preferred stocks are "growth bucket ideas," but says "fallen angels and value could work as well."
Mizuho
Graig Suvannavejh
Outperform
maintain
2025-12-09
New
Reason
Mizuho
Graig Suvannavejh
Price Target
2025-12-09
New
maintain
Outperform
Reason
Mizuho analyst Graig Suvannavejh keeps an Outperform rating on Ideaya Biosciences (IDYA) after the company disclosed the termination of its partnership with GSK (GSK) for two early-stage pipeline programs. The partnership termination, which Ideaya said reflects GSK moving away from synthetic lethality, is "both a surprise and of course, a disappointment," the analyst tells investors in a research note. However, Mizuho says both programs are early-stage and are not included in its model. The removal of future anticipated milestone payments from GSK has no significant impact on Ideaya's financial prospects, it adds.
JPMorgan
Underweight -> NULL
upgrade
2025-12-08
New
Reason
JPMorgan
Price Target
2025-12-08
New
upgrade
Underweight -> NULL
Reason
JPMorgan raised the firm's price target on GSK to 1,700 GBp from 1,500 GBp and keeps an Underweight rating on the shares.
Berenberg
Kerry Holford
Hold
maintain
2025-11-26
Reason
Berenberg
Kerry Holford
Price Target
2025-11-26
maintain
Hold
Reason
Berenberg analyst Kerry Holford raised the firm's price target on GSK to 1,660 GBp from 1,600 GBp and keeps a Hold rating on the shares.
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About GSK
GSK plc is a biopharma company. The Company’s segments include Commercial Operations and Research and Development. Its portfolio and pipeline are focused on developing medicines and vaccines in four core therapeutic areas, which are the areas of human health it focuses on to prevent and treat disease: respiratory, immunology and inflammation; oncology; human immunodeficiency virus (HIV), and infectious diseases. Its specialty medicines prevent and treat diseases, from HIV to respiratory diseases, immune-mediated conditions like lupus, and cancer. Its vaccine portfolio includes over 20 vaccines to protect people from diseases and infections throughout their lives. General medicines include inhaled medicines for asthma and COPD to antibiotics. It develops and commercializes preclinical antibody-drug conjugate for Metastatic castration-resistant prostate cancer. Its portfolio also includes Efimosfermin, a fibroblast growth factor 21 (FGF21) analog therapeutic in clinical development.
About the author
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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.
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Why has GSK's fair value estimate increased from £18.07 to £18.27?
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