Analyst Consensus ?
ConsensusHold28 ratings
Bullish828.6%
Neutral1657.1%
Bearish414.3%
GSK plc · GSK · FY2025 Q4 · Calendar Q1 2026
GSK enters 2026 focused on launches, pipeline execution and modest growth
GSK’s 2025 growth and broad late-stage pipeline support a constructive operating case, but the 2026 sales outlook is modest and execution across launches and clinical milestones remains central.
Reported Before market openNYSEHealthcare
$99.24B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.68
Consensus $0.64
EPS surprise
+6.3%
Reported versus consensus
Reported revenue
$11.78B
Consensus $11.41B
Revenue surprise
+3.2%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+7.3%
Event window
SPY move
-0.5%
Same window
Abnormal move
+7.8%
Stock minus SPY
Volume
2.1×
Versus trailing sessions
Subsequent drift
-3.4%
Up to 20 sessions
GSKSPY benchmark
Ask FN2 about GSK FY2025 Q4
Transcript, numbers and history already loaded
Why did GSK rise 7.3% after beating EPS estimates in FY2025 Q4?What changed in GSK's guidance and outlook in FY2025 Q4?Give me the bull and bear case for GSK after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The FY2025 analysis highlights 7% sales growth, specialty medicines and vaccines as drivers, and a 2026 sales-growth outlook of 3–5%. Management emphasized launches including Exdensur and Blenrep, long-acting HIV products, and R&D acceleration. The supplied analysis describes guidance as maintained.
Guidance delta
2026 sales-growth guidance is 3–5% and is characterized in the supplied analysis as modest and maintained. The supplied analysis does not provide a comparable prior 2026 outlook or a numeric operating-profit range.
Key takeaways
- Management reported 2025 sales growth of 7%, led by specialty medicines and vaccines.
- The 2026 sales-growth outlook is 3–5%; the supplied analysis describes it as modest and maintained.
- Launch execution and pipeline progress are central, including Exdensur, Blenrep, long-acting HIV products and planned pivotal trials.
Management priorities
- Execute launches and broaden access for Exdensur and Blenrep.
- Advance long-acting HIV treatments and planned clinical milestones.
- Simplify operations, adopt AI and accelerate R&D, as described in the supplied call analysis.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$49.51Current
$35.25Low
$48.86Average
$60High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 2, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Jefferies | Hold | Buy | Downgrade | Oct 29, 2026 |
| Barclays | Underweight | Equal Weight | Downgrade | Jan 6, 2026 |
| Guggenheim | Neutral | Buy | Downgrade | Oct 31, 2024 |
| UBS | Neutral | Buy | Downgrade | Jul 8, 2024 |
| DZ Bank | Hold | Buy | Downgrade | Feb 11, 2022 |
| SVB Leerink | Market Perform | Outperform | Downgrade | Mar 23, 2021 |
| Deutsche Bank | Sell | Hold | Downgrade | Feb 4, 2021 |
| Argus Research | Buy | Buy | Maintain | Nov 11, 2019 |
| New Street | Hold | Reduce | Upgrade | Oct 16, 2019 |
| Cantor Fitzgerald | Buy | Hold | Upgrade | Oct 11, 2019 |
| Societe Generale | Buy | Sell | Upgrade | Sep 3, 2019 |
| Exane BNP Paribas | Neutral | Outperform | Downgrade | Jan 14, 2019 |
| SunTrust Robinson Humphrey | Hold | Hold | Maintain | Dec 14, 2018 |
| Morgan Stanley | Underweight | Underweight | Maintain | Dec 14, 2018 |
| Argus | Buy | Buy | Maintain | Aug 20, 2018 |
| Bank of America | Neutral | Buy | Downgrade | Oct 26, 2017 |
| Citigroup | Neutral | Buy | Downgrade | Jul 5, 2017 |
| PiperJaffray | Overweight | Overweight | Maintain | Sep 23, 2016 |
| Bryan Garnier | Buy | Neutral | Upgrade | Jan 27, 2016 |
| Credit Suisse | Neutral | Underperform | Upgrade | Oct 20, 2015 |
| JP Morgan | Neutral | Underweight | Upgrade | Oct 12, 2015 |
| Mainfirst | Underperform | Underperform | Maintain | Jul 28, 2014 |
| Panmure | Buy | Hold | Upgrade | Apr 22, 2014 |
| S&P Capital IQ | Hold | Sell | Upgrade | Jan 27, 2014 |
| Berenberg | Hold | Buy | Downgrade | Jan 24, 2014 |
| Cowen & Co. | Market Perform | Outperform | Downgrade | Jan 22, 2014 |
| Liberum | Hold | Underweight | Upgrade | Jun 7, 2013 |
| Kepler Cheuvreux | Buy | Hold | Upgrade | Feb 8, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $49.51. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Jefferies | Analyst unavailable | $55.9 | $48.74 | +12.9% | Oct 29, 2026 |
| Berenberg Bank | Kerry Holford | $60 | $50.05 | +21.2% | Sep 15, 2026 |
| CFRA | Wan Nurhayati | $53 | $46.67 | +7.0% | Oct 30, 2025 |
| BNP Paribas | Peter Verdult | $35.25 | $35.68 | -28.8% | Apr 15, 2025 |
| Jefferies | Peter Welford | $53 | $38.38 | +7.0% | Jul 2, 2024 |
| Guggenheim | Vamil Divan | $36 | $40.69 | -27.3% | Apr 11, 2024 |
Track every rating change on GSK the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationGSK plc, a global pharmaceutical entity founded in 1715 and headquartered in Brentford, United Kingdom, dedicates its efforts to the research, development, and manufacturing of a wide array of medical solutions. Until May 2022, the company was known as GlaxoSmithKline plc. Its primary objective is to prevent and treat illnesses by producing both vaccines and a comprehensive range of specialty and general medicines for markets across the United Kingdom, the United States, and internationally. The company's operations are organized into two key divisions: Commercial Operations and Total R&D. Its extensive vaccine portfolio includes immunizations against shingles, meningitis, respiratory syncytial virus (RSV), seasonal and pandemic influenza, and polio.…
Historical context
All GSK earningsHealthcare peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| AZN AstraZeneca PLC | FY2026 Q3 · Calendar Q4 2026 | +7.3% | +7.0% | AstraZeneca pairs solid growth with pipeline investment and restructuring |
| BTSG BrightSpring Health Services, Inc. Common Stock | FY2026 Q3 · Calendar Q4 2026 | +14.2% | +11.1% | BrightSpring posts strong Q3 growth while maintaining guidance |
| ABBV AbbVie Inc. | FY2026 Q3 · Calendar Q4 2026 | +2.4% | +1.4% | AbbVie raises 2026 guidance as Skyrizi and Rinvoq drive Q3 growth |
| BTSGU BrightSpring Health Services, Inc. Tangible Equity Unit | FY2026 Q3 · Calendar Q4 2026 | +14.2% | +10.0% | BrightSpring posts strong Q3 growth as pharmacy leads |
| REGN Regeneron Pharmaceuticals, Inc. | FY2026 Q3 · Calendar Q4 2026 | +21.6% | +13.3% | Regeneron posts strong Q3 growth as pipeline expands |
| EXEL Exelixis, Inc. | FY2026 Q3 · Calendar Q4 2026 | +6.0% | +4.8% | Exelixis highlights zanzalintinib pipeline after strong Q3 |
Latest beats and misses
Who reports nextBeat on EPS
- CHDFY2026 Q3 · October 30, 2026+2.2% EPS+1.2% move
- AZNFY2026 Q3 · October 30, 2026+7.3% EPS+7.0% move
- FRTFY2026 Q3 · October 30, 2026+3.9% EPS-1.1% move
- CVXFY2026 Q3 · October 30, 2026+8.4% EPS+1.8% move
- BTSGFY2026 Q3 · October 30, 2026+14.2% EPS+11.1% move
- EXCFY2026 Q3 · October 30, 2026+10.4% EPS+0.5% move
Missed on EPS
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— move
Get the GSK recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-02T03:10:46.004979+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-02T03:10:46.001997+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-02. For educational purposes only; not investment advice.