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Goldman Sachs downgrades Roche stock, cites pessimistic margin forecasts

EditorEmilio Ghigini
Published 30/05/2024, 10:08
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On Thursday, Goldman Sachs (NYSE:GS) initiated coverage on Roche (LON:0QQ6) Holding AG (OTC:RHHVF) (ROG:SW) (OTC: RHHBY) stock with a Sell rating and set a price target of CHF236.00.

The firm's analyst pointed out that while their earnings forecasts align with the general consensus for the near term, they project a 3%-5% lower Core EBIT for the mid-term compared to consensus estimates.

The caution stems from the belief that the expected margin expansion of 200 basis points from fiscal year 2026 to 2030 is overly optimistic.

Goldman Sachs expressed additional concerns regarding Roche's innovation outcomes expected in 2024. They noted that while the company's innovation narrative might gain momentum heading into 2025, the current sentiment in the stock does not reflect much optimism.

The price target set by Goldman Sachs suggests a valuation for Roche shares based on their assessment of the company's financial outlook and innovation pipeline. The Sell rating indicates that the firm advises investors that the stock might not be a favorable investment at this time.

Roche Holding (OTC:RHHBY) AG, listed on both the Swiss Exchange and over-the-counter in the United States, is a prominent player in the pharmaceutical and diagnostics industry. The company's financial performance and innovation efforts are closely watched by investors and analysts alike.

The market will continue to monitor Roche's performance and innovation results closely, especially as the key readouts for 2024 approach, which could potentially influence the stock's movement and investor sentiment.

InvestingPro Insights

As Goldman Sachs casts a cautious eye on Roche Holding AG's mid-term earnings, it's worth noting that Roche has a history of financial resilience. According to InvestingPro data, the company's market capitalization stands at a robust $218.84 billion, with a trailing P/E ratio for the last twelve months of Q4 2023 at 13.54. This valuation reflects investor confidence in Roche's stability and profitability, supported by a gross profit margin of 74.19% over the same period, which is indicative of the company's strong operational efficiency.

InvestingPro Tips highlight Roche's commitment to shareholder returns, having raised its dividend for 27 consecutive years and maintained dividend payments for 33 consecutive years. Additionally, Roche's stock is noted for its low price volatility, offering a steadier investment option in the often turbulent pharmaceutical industry. With analysts predicting profitability for the current year and the stock trading near its 52-week low, some investors might see a potential value opportunity, especially when considering the dividend yield of 2.7% as of mid-March 2024.

For investors seeking more in-depth analysis, InvestingPro offers additional tips on Roche Holding AG. By using the coupon code PRONEWS24, readers can get an additional 10% off a yearly or biyearly Pro and Pro+ subscription, unlocking further insights into Roche's financials and market performance. There are 9 additional InvestingPro Tips available for Roche, providing a comprehensive understanding of the company's position in the pharmaceutical industry.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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