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Novartis shares retain Market Perform rating on business outlook

EditorNatashya Angelica
Published 06/09/2024, 16:00
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On Friday, BMO Capital maintained its Market Perform rating and $118.00 stock price target on Novartis (LON:0QLR) (SIX:NOVN) (NYSE:NVS), following discussions with the company's CFO Harry Kirsch. The meetings in Montreal and Toronto, which included a group lunch, centered on the pharmaceutical giant's business outlook.


BMO Capital noted that both its own projections and the consensus estimates are now aligned with Novartis's mid-term guidance. This alignment has been reflected in the positive performance of Novartis's stock since mid-April.


The analyst highlighted the early adoption of key Novartis products, such as Kisqali, Scemblix, and Pluvicto, as significant drivers of the stock's recent momentum. Moreover, the anticipated positive results for pelacarsen in 2025 were identified as potential catalysts for sustained growth. These factors are expected to play a crucial role in the company's future success.


During the discussions, various topics were addressed that could influence Novartis's mid-term guidance. These included the potential impact of the Inflation Reduction Act (IRA) on the company's operations, as well as other pipeline opportunities that may affect Novartis's long-term trajectory.


The meetings with Novartis's CFO provided BMO Capital with insights into the pushes and pulls that could affect the company's financial guidance in the coming years. The conversations also touched upon how Novartis is positioning itself to navigate these influences and capitalize on new opportunities in its pipeline.


Novartis's stock performance will continue to be closely monitored by investors as the company progresses with its key products and approaches significant milestones, such as the expected pelacarsen readout. The reaffirmed Market Perform rating and price target suggest a steady outlook for Novartis shares according to BMO Capital's analysis.


In other recent news, Novartis has demonstrated robust growth in its Q2 2024 earnings report, with an 11% increase in sales and a 19% rise in core operating income. The pharmaceutical giant has upgraded its full-year 2024 guidance, reflecting high single-digit to low double-digit sales growth and mid- to high-teens growth in core operating income. Products like Kesimpta, Kisqali, and Cosentyx have been key contributors to this growth.


However, Goldman Sachs (NYSE:GS) has adjusted its stance on Novartis, downgrading the stock from Buy to Neutral, despite the company's strong performance and doubling of its share repurchase activity. Goldman Sachs sees limited immediate catalysts for further value-driving innovation in Novartis' pipeline.


On the other hand, Erste Group has upgraded Novartis from Hold to Buy, citing the company's optimistic outlook for 2024, with expected net sales growth in the high single-digit or low double-digit percentage range. The upgrade also rests on the valuation of Novartis based on its price-to-earnings ratio, suggesting that the stock may be undervalued.


These recent developments reflect the company's financial performance and the market's response. As Novartis continues to navigate the financial landscape, analysts from firms like Goldman Sachs and Erste Group provide their assessments based on factors such as innovation momentum, earnings momentum, and valuation.


InvestingPro Insights


Novartis (NYSE:NVS) presents a compelling picture with its latest financial metrics, underpinning BMO Capital's outlook on the company. The pharmaceutical giant boasts a robust market capitalization of $238.03 billion, showcasing its significant presence in the industry.


Investors may find the P/E ratio of 14.86 attractive, indicating a potentially favorable valuation compared to earnings, while the adjusted P/E ratio for the last twelve months as of Q2 2024 stands at 20.0. The PEG ratio of 0.2 during the same period suggests that the stock could be undervalued based on its earnings growth projections.


Revenue growth remains a strong point for Novartis, with a 9.7% increase in the last twelve months as of Q2 2024, and a consistent quarterly growth rate of 9.6% for Q2 2024. This growth trajectory aligns with BMO Capital's assessment of the company's mid-term guidance and the positive reception of key products. Investors should note that Novartis's gross profit margin is an impressive 75.55%, reflecting efficient operations and a strong market position.


With InvestingPro, users can access additional insights to further inform their investment decisions. Currently, there are over 20 InvestingPro Tips available that provide deeper analysis and strategic considerations for Novartis.


One such InvestingPro Tip highlights the company's dividend yield of 2.09% as of the end of 2024, which, coupled with a dividend growth of 6.88% in the last twelve months as of Q2 2024, may appeal to income-focused investors. Another tip points to the company's price being at 96.34% of its 52-week high, suggesting a strong performance and potential investor confidence in its future prospects.


Overall, these metrics and InvestingPro Tips reinforce the narrative of Novartis as a solid performer with continued potential for growth, aligning with the insights gleaned from the meetings with the company's CFO and BMO Capital's analysis.

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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