Trump Administration's Stance on Acetaminophen: The Trump administration has suggested a potential link between acetaminophen use during pregnancy and autism, prompting the FDA to consider updating safety labels and issuing warnings, despite existing scientific literature indicating no causal relationship.
Response from Health Officials and Kenvue: Health officials are advising caution in acetaminophen use during pregnancy, while Kenvue, the maker of Tylenol, disputes the claims and emphasizes the drug's safety when used as directed, highlighting the risks of untreated fever and pain during pregnancy.
Leucovorin Approval for Autism Treatment: The FDA has approved leucovorin for treating autism, specifically for children with cerebral folate deficiency, although it is not a cure and may only improve certain symptoms under medical supervision.
Controversy Over Vaccine and Autism Claims: The administration, led by Robert F. Kennedy Jr., is investigating potential causes of autism, including vaccines, despite extensive research debunking the vaccine-autism link, and has faced criticism for promoting unproven theories.
Wall Street analysts forecast KVUE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KVUE is 18.86 USD with a low forecast of 17.00 USD and a high forecast of 23.00 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.
8 Analyst Rating
Wall Street analysts forecast KVUE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KVUE is 18.86 USD with a low forecast of 17.00 USD and a high forecast of 23.00 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
7 Hold
0 Sell
Hold
Current: 17.750
Low
17.00
Averages
18.86
High
23.00
Current: 17.750
Low
17.00
Averages
18.86
High
23.00
Argus
John Staszak
Hold
to
Buy
upgrade
$120
2025-11-13
Reason
Argus
John Staszak
Price Target
$120
AI Analysis
2025-11-13
upgrade
Hold
to
Buy
Reason
As previously reported, Argus analyst John Staszak upgraded Kimberly-Clark (KMB) to Buy from Hold with a $120 price target. The firm notes that the stock has underperformed recently, but the company has delivered a Q3 earnings beat and also announced the acquisition of Kenvue (KVUE) that is expected to close in the second half of next year, the analyst tells investors in a research note.
Barclays
Equal Weight
maintain
$17 -> $18
2025-11-10
Reason
Barclays
Price Target
$17 -> $18
2025-11-10
maintain
Equal Weight
Reason
Barclays raised the firm's price target on Kenvue to $18 from $17 and keeps an Equal Weight rating on the shares following the Q3 report. The company's sales came in below expectations, with low incidence levels and continued destocking, the analyst tells investors in a research note. However, the firm sees "some green shoots" in Kenvue's Skin Health and Beauty segment.
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Morgan Stanley
Equal Weight
downgrade
$144 -> $125
2025-11-04
Reason
Morgan Stanley
Price Target
$144 -> $125
2025-11-04
downgrade
Equal Weight
Reason
Morgan Stanley lowered the firm's price target on Kimberly-Clark (KMB) to $125 from $144 and keeps an Equal Weight rating on the shares after the company announced an agreement to acquire Kenvue (KVUE). The firm understands the pullback in shares given a large degree of execution risk with the deal and uncertainty on Kenvue's portfolio, and the analyst is lowering the firm's target to reflect higher risk from the deal and execution uncertainty, though it sees "the glass as more half full" on Kimberly-Clark's stock after the pullback, the analyst tells investors.
Wells Fargo
Equal Weight
downgrade
$129 -> $110
2025-11-04
Reason
Wells Fargo
Price Target
$129 -> $110
2025-11-04
downgrade
Equal Weight
Reason
Wells Fargo lowered the firm's price target on Kimberly-Clark to (KMB) $110 from $129 and keeps an Equal Weight rating on the shares. The firm notes the company intends to acquire Kenvue (KVUE) in a stock and cash deal valued at $48.7B. Kimberly-Clark's stock reaction was historically negative, reflecting a material change in the investment case, risks associated with Kenvue, and needed execution on big synergy targets.
About KVUE
Kenvue Inc. is a consumer health company. The Company’s differentiated portfolio of brands includes Tylenol, Neutrogena, Listerine, Johnson’s, BAND-AID, Aveeno, Zyrtec, and Nicorette. It operates through three segments: Self Care, Skin Health and Beauty, and Essential Health. Its Self Care product categories include pain care; cough, cold, and allergy; digestive health; smoking cessation; eye care; and other products. Self Care segments include brands such as Tylenol, Motrin, Nicorette, Benadryl, Zyrtec, Zarbee’s, ORSLTM, Rhinocort, and Calpol. The Skin Health and Beauty segment is focused on face and body care, as well as hair, sun, and other products. The Essential Health segment includes oral care, baby care, women’s health, wound care, and other products. Its portfolio includes Self Care, Skin Health and Beauty, and Essential Health products which connect with consumers across North America, Asia Pacific (APAC), Europe, Middle East, and Africa (EMEA), and Latin America (LATAM).
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.
