2026 Q2 -tulosraportti
20 päivää sitten
‧1 t 9 min
0,0723 USD/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 29.7. | ||
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 30.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·13.8.Teva as an investment. Teva has now started the fun part of the turnaround, where we as shareholders begin to see the effect thereof. Teva has so many legs to stand on, which makes it much safer than other investments, and below I have listed some of the reasons. 1. Share buybacks are just around the corner. Announced in both q1 and q2 that the board and directors are looking into this. 2. Savings program where in 27 savings of 700 million US dollars are fully made. That will be noticeable 3. Interest savings where the ketchup effect is now becoming clear on the bottom line, approx 500 million US dollars in annual savings. 4. Launch of 3 new patented products within the next 2 years, of which 2 are mentioned as blockbusters, i.e., olanzapine lai and ics Saba. HvorF ECOPIPAM sales potential has not yet been announced. 5. Launch of 5 biosimilars either in December this year or January next year 6. New main listing in USA d14september this year, which I believe is underestimated. This will open up for larger players, e.g., pension funds etc. 7. The generic branch, which I consider the "rye bread engine" that grows by 4 to 7% annually (cagr). I believe that part becomes more attractive with tariff walls that are currently just increasing, not only in USA but also in Europe. 8. The patented pipeline is one of the most interesting globally. When these effects become visible to more investors, Teva will rise sharply towards 120 dollars in 2027 The above is not a buy or sell recommendation.
I know it's not me you're asking:) But there is a consensus EPS estimate of 3.08 in 2027 and a historical 10-year P/E median of 30.7. As I read fiskerinvest's thesis, which he has held onto for many years by the way, there are elements in the Teva case that are still being underestimated. It doesn't take much for EPS of 3 and a P/E to move before reaching a price of 120 in 2027, which of course is not the same as it happening:)
·11.8.Are others of you considering an exit in Teva, or are you long-term? I have sold the vast majority of my position, which was my absolute largest exposure for several years. I could well keep the rest as a permanent position. But actually, I think the turnaround story will soon fade, and then there are plenty of pharma companies to choose from. If it continues to gain so much momentum, it could well go up to $42-44, and then I'm actually considering whether I should sell the rest.
I have also reduced approx 20%- maybe too little, TEVA was my biggest driver for years, but I'm not sure they can grow enough anymore and the value of innovative assets is not the same as before the new price regulations from US. For me, I have switched to bank stocks, as I believe that sector will capitalize on Ai before many other sectors.- ·29.7.That's not bad at all. Teva delivered a strong Q2 with revenue of $4.1 bn., where innovative brands again pulled their weight with 43% growth and over $1 bn. in quarterly revenue. Austedo, Ajovy and Uzedy continue to transform Teva's portfolio, and the company raises 2026‑guidance for all three to a total of ~$3.7 bn. Generics fell as expected due to tougher Revlimid‑competition in the USA, while biosimilars and Europe show stable progress. The biggest news is that Teva discontinues the ADS‑program and switches to direct NYSE‑listing from September 14. This can increase liquidity, open for broader institutional access and in the long term provide the opportunity for inclusion in major indices – a clear structural boost for the stock. I think that's pretty cool.- In the long term, we should aim high. Overall: solid execution of the Pivot‑to‑Growth strategy, strong brand growth, an accelerating pipeline and a capital market decision that potentially can be a catalyst for the next leg up in the stock.
UG I can see that you are strong in pharma stocks. Have you looked at Viatris ? I think it in many ways resembles tevas turnarround. But in some ways cheaper. - 28.7.Piper Sandler Raises Teva Pharmaceutical Industries (NYSE:TEVA) Price Target to $44.00 LINK: https://www.marketbeat.com/instant-alerts/piper-sandler-raises-teva-pharmaceutical-industries-nyseteva-price-target-to-4400-2026-07-28/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q2 -tulosraportti
20 päivää sitten
‧1 t 9 min
0,0723 USD/osake
Viimeisin osinko
0,00%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·13.8.Teva as an investment. Teva has now started the fun part of the turnaround, where we as shareholders begin to see the effect thereof. Teva has so many legs to stand on, which makes it much safer than other investments, and below I have listed some of the reasons. 1. Share buybacks are just around the corner. Announced in both q1 and q2 that the board and directors are looking into this. 2. Savings program where in 27 savings of 700 million US dollars are fully made. That will be noticeable 3. Interest savings where the ketchup effect is now becoming clear on the bottom line, approx 500 million US dollars in annual savings. 4. Launch of 3 new patented products within the next 2 years, of which 2 are mentioned as blockbusters, i.e., olanzapine lai and ics Saba. HvorF ECOPIPAM sales potential has not yet been announced. 5. Launch of 5 biosimilars either in December this year or January next year 6. New main listing in USA d14september this year, which I believe is underestimated. This will open up for larger players, e.g., pension funds etc. 7. The generic branch, which I consider the "rye bread engine" that grows by 4 to 7% annually (cagr). I believe that part becomes more attractive with tariff walls that are currently just increasing, not only in USA but also in Europe. 8. The patented pipeline is one of the most interesting globally. When these effects become visible to more investors, Teva will rise sharply towards 120 dollars in 2027 The above is not a buy or sell recommendation.I know it's not me you're asking:) But there is a consensus EPS estimate of 3.08 in 2027 and a historical 10-year P/E median of 30.7. As I read fiskerinvest's thesis, which he has held onto for many years by the way, there are elements in the Teva case that are still being underestimated. It doesn't take much for EPS of 3 and a P/E to move before reaching a price of 120 in 2027, which of course is not the same as it happening:)
- ·11.8.Are others of you considering an exit in Teva, or are you long-term? I have sold the vast majority of my position, which was my absolute largest exposure for several years. I could well keep the rest as a permanent position. But actually, I think the turnaround story will soon fade, and then there are plenty of pharma companies to choose from. If it continues to gain so much momentum, it could well go up to $42-44, and then I'm actually considering whether I should sell the rest.I have also reduced approx 20%- maybe too little, TEVA was my biggest driver for years, but I'm not sure they can grow enough anymore and the value of innovative assets is not the same as before the new price regulations from US. For me, I have switched to bank stocks, as I believe that sector will capitalize on Ai before many other sectors.
- ·29.7.That's not bad at all. Teva delivered a strong Q2 with revenue of $4.1 bn., where innovative brands again pulled their weight with 43% growth and over $1 bn. in quarterly revenue. Austedo, Ajovy and Uzedy continue to transform Teva's portfolio, and the company raises 2026‑guidance for all three to a total of ~$3.7 bn. Generics fell as expected due to tougher Revlimid‑competition in the USA, while biosimilars and Europe show stable progress. The biggest news is that Teva discontinues the ADS‑program and switches to direct NYSE‑listing from September 14. This can increase liquidity, open for broader institutional access and in the long term provide the opportunity for inclusion in major indices – a clear structural boost for the stock. I think that's pretty cool.- In the long term, we should aim high. Overall: solid execution of the Pivot‑to‑Growth strategy, strong brand growth, an accelerating pipeline and a capital market decision that potentially can be a catalyst for the next leg up in the stock.UG I can see that you are strong in pharma stocks. Have you looked at Viatris ? I think it in many ways resembles tevas turnarround. But in some ways cheaper.
- 28.7.Piper Sandler Raises Teva Pharmaceutical Industries (NYSE:TEVA) Price Target to $44.00 LINK: https://www.marketbeat.com/instant-alerts/piper-sandler-raises-teva-pharmaceutical-industries-nyseteva-price-target-to-4400-2026-07-28/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 29.7. | ||
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 30.7.2025 |
2026 Q2 -tulosraportti
20 päivää sitten
‧1 t 9 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 29.7. | ||
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 30.7.2025 |
0,0723 USD/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·13.8.Teva as an investment. Teva has now started the fun part of the turnaround, where we as shareholders begin to see the effect thereof. Teva has so many legs to stand on, which makes it much safer than other investments, and below I have listed some of the reasons. 1. Share buybacks are just around the corner. Announced in both q1 and q2 that the board and directors are looking into this. 2. Savings program where in 27 savings of 700 million US dollars are fully made. That will be noticeable 3. Interest savings where the ketchup effect is now becoming clear on the bottom line, approx 500 million US dollars in annual savings. 4. Launch of 3 new patented products within the next 2 years, of which 2 are mentioned as blockbusters, i.e., olanzapine lai and ics Saba. HvorF ECOPIPAM sales potential has not yet been announced. 5. Launch of 5 biosimilars either in December this year or January next year 6. New main listing in USA d14september this year, which I believe is underestimated. This will open up for larger players, e.g., pension funds etc. 7. The generic branch, which I consider the "rye bread engine" that grows by 4 to 7% annually (cagr). I believe that part becomes more attractive with tariff walls that are currently just increasing, not only in USA but also in Europe. 8. The patented pipeline is one of the most interesting globally. When these effects become visible to more investors, Teva will rise sharply towards 120 dollars in 2027 The above is not a buy or sell recommendation.I know it's not me you're asking:) But there is a consensus EPS estimate of 3.08 in 2027 and a historical 10-year P/E median of 30.7. As I read fiskerinvest's thesis, which he has held onto for many years by the way, there are elements in the Teva case that are still being underestimated. It doesn't take much for EPS of 3 and a P/E to move before reaching a price of 120 in 2027, which of course is not the same as it happening:)
- ·11.8.Are others of you considering an exit in Teva, or are you long-term? I have sold the vast majority of my position, which was my absolute largest exposure for several years. I could well keep the rest as a permanent position. But actually, I think the turnaround story will soon fade, and then there are plenty of pharma companies to choose from. If it continues to gain so much momentum, it could well go up to $42-44, and then I'm actually considering whether I should sell the rest.I have also reduced approx 20%- maybe too little, TEVA was my biggest driver for years, but I'm not sure they can grow enough anymore and the value of innovative assets is not the same as before the new price regulations from US. For me, I have switched to bank stocks, as I believe that sector will capitalize on Ai before many other sectors.
- ·29.7.That's not bad at all. Teva delivered a strong Q2 with revenue of $4.1 bn., where innovative brands again pulled their weight with 43% growth and over $1 bn. in quarterly revenue. Austedo, Ajovy and Uzedy continue to transform Teva's portfolio, and the company raises 2026‑guidance for all three to a total of ~$3.7 bn. Generics fell as expected due to tougher Revlimid‑competition in the USA, while biosimilars and Europe show stable progress. The biggest news is that Teva discontinues the ADS‑program and switches to direct NYSE‑listing from September 14. This can increase liquidity, open for broader institutional access and in the long term provide the opportunity for inclusion in major indices – a clear structural boost for the stock. I think that's pretty cool.- In the long term, we should aim high. Overall: solid execution of the Pivot‑to‑Growth strategy, strong brand growth, an accelerating pipeline and a capital market decision that potentially can be a catalyst for the next leg up in the stock.UG I can see that you are strong in pharma stocks. Have you looked at Viatris ? I think it in many ways resembles tevas turnarround. But in some ways cheaper.
- 28.7.Piper Sandler Raises Teva Pharmaceutical Industries (NYSE:TEVA) Price Target to $44.00 LINK: https://www.marketbeat.com/instant-alerts/piper-sandler-raises-teva-pharmaceutical-industries-nyseteva-price-target-to-4400-2026-07-28/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt