UBS Raises Viatris (VTRS) Price Target as Cost Savings and Growth Outlook Improve

On February 27, UBS raised its terms proposal connected Viatris Inc. (NASDAQ:VTRS) to $20 from $18. It maintained a Buy standing connected the stock. The steadfast noted that Viatris met its Q4 cost-saving goals and issued FY26 guidance that came successful supra statement expectations. Still, the shares dropped 5%, pursuing beardown gains earlier successful the year. The expert told investors that the upcoming March 19 capitalist lawsuit could beryllium important. It whitethorn laic retired a way toward mid-single-digit gross growth. UBS besides said ongoing outgo reductions could enactment a teen-level EPS compound yearly maturation rate, which whitethorn assistance thrust meaningful aggregate enlargement implicit time.

The institution besides reported its Q4 2025 results. CEO Scott Smith said 2025 had been a beardown twelvemonth for Viatris. He stated that the institution delivered coagulated fiscal show and had positioned itself to participate a signifier of sustainable semipermanent maturation opening successful 2026. Smith reported full gross of $14.3 cardinal and adjusted EBITDA of $4.2 billion, pointing to the wide spot of the business.

He besides highlighted advancement successful the company’s pipeline. Five Phase III studies delivered affirmative results, which helium described arsenic an important milestone. He added that enrollment successful cardinal programs, including cenerimod and selatogrel, was moving guardant and expected to beryllium completed successful 2026. Smith said Viatris returned much than $1 cardinal to shareholders during the twelvemonth done dividends and stock repurchases. He besides pointed to the completion of 60 determination transactions. These included the acquisition of Aculys Pharma successful Japan, which helium described arsenic portion of the company’s broader strategical plan.

Smith said the institution expects to make astir $650 cardinal successful gross outgo savings implicit 3 years. He added that up to $250 cardinal of those savings volition beryllium reinvested into maturation initiatives. He besides said the institution had prepared for a imaginable FDA reinspection of its Indore facility. Steps were taken to physique operational redundancies, with the extremity of maintaining continuity and stability.

Viatris Inc. (NASDAQ:VTRS) operates arsenic a planetary healthcare company. Its concern spans Developed Markets, Greater China, JANZ, and Emerging Markets. The Developed Markets conception includes its superior operations successful North America and Europe.

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