Teva Q4 Revenue Jumps 11.4% to $4.71B, EPS Beats by $0.32; Targets Raised
Teva's Q4 revenue rose 11.4% y/y to $4.71B, topping estimates by $385.8M while EPS of $0.92 beat by $0.32. Goldman Sachs lifted its price target from $36 to $45 and Trust Financial raised theirs to $38, citing growth from AUSTEDO, AJOVY and UZEDY brands that collectively exceeded $1B in revenue.
1. Strong Q4 2025 Financial Results
Teva reported fiscal Q4 2025 revenue of $4.71 billion, an 11.4% increase year-over-year, exceeding consensus by $385.8 million. EPS of $0.92 surpassed forecasts by $0.32, marking the third consecutive quarter of significant earnings outperformance.
2. Analyst Upgrades and Price Target Hikes
Goldman Sachs analyst Matthew Dellatorre raised his price target from $36 to $45 while maintaining a Buy rating, and Trust Financial lifted its target from $36 to $38. Both firms highlighted resolution of previous challenges and improved execution across Teva’s portfolio as drivers of their bullish outlook.
3. Growth Drivers and Pipeline Outlook
Management attributed the quarter’s outperformance to key innovative brands AUSTEDO, AJOVY and UZEDY, which collectively surpassed $1 billion in revenue for the first time. Analysts also pointed to an upcoming FDA decision on Olanzapine LAI, which could represent a $3 billion peak sales opportunity in schizophrenia treatment.