Analyst Consensus ?
ConsensusHold13 ratings
Bullish538.5%
Neutral753.8%
Bearish17.7%
Viatris Inc. · VTRS · FY2024 Q4 · Calendar Q1 2025
Viatris balances pipeline opportunities against Indore disruption
The supplied analysis supports a mixed view: Viatris has pipeline, launch and cost-efficiency opportunities, but the near-term case is constrained by the Indore remediation, generic-market pressure and execution risk. Evidence for improvement is prospective rather than demonstrated in the supplied reported-results fields.
Reported Before market openNASDAQHealthcare
$21.43B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.61
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $3.60B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-15.2%
Event window
SPY move
-1.6%
Same window
Abnormal move
-13.6%
Stock minus SPY
Volume
5.0×
Versus trailing sessions
Subsequent drift
-7.2%
Up to 20 sessions
VTRSSPY benchmark
Ask FN2 about VTRS FY2024 Q4
Transcript, numbers and history already loaded
What drove VTRS's -15.2% move after FY2024 Q4 earnings?What changed in VTRS's guidance and outlook in FY2024 Q4?Give me the bull and bear case for VTRS after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis places greater emphasis on the Indore facility warning letter and import alert, while retaining focus on product launches, innovative-asset readouts, cost efficiencies and capital returns.
Guidance delta
Maintained; the supplied analysis does not identify a change to guidance.
Key takeaways
- Management described modest 2024 top-line growth and strong cash generation.
- The Indore warning letter and import alert are the central near-term operating issue.
- New product launches and Phase 3 readouts are the main cited growth opportunities.
- Capital returns and a global cost-efficiency program remain part of the plan.
Management priorities
- Remediate the Indore facility and manage related product impacts.
- Execute new complex injectable and other product launches.
- Advance Selatogrel, Cenerimod and Sotagliflozin development plans.
- Deliver the global cost-efficiency program and maintain capital returns.
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Beat
Miss
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Analyst 52W Price Targets
$18.66Previous close
$12Low
$18.55Average
$26High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 19, 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 |
|---|---|---|---|---|
| UBS | Buy | Buy | Maintain | Oct 5, 2026 |
| Piper Sandler | Neutral | Neutral | Maintain | Sep 16, 2026 |
| Argus Research | Buy | Buy | Maintain | Sep 8, 2026 |
| Barclays | Overweight | Overweight | Maintain | May 19, 2026 |
| Truist Securities | Buy | Buy | Maintain | May 8, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | May 8, 2026 |
| Jefferies | Buy | Buy | Maintain | Mar 7, 2025 |
| B of A Securities | Underperform | Underperform | Maintain | Feb 28, 2025 |
| BMO Capital | Market Perform | Outperform | Downgrade | Feb 17, 2023 |
| Goldman Sachs | Neutral | Neutral | Maintain | May 12, 2022 |
| Citigroup | Neutral | Neutral | Maintain | Mar 10, 2022 |
| Raymond James | Market Perform | Outperform | Downgrade | Mar 1, 2022 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Mar 10, 2021 |
Named analyst price targets
Upside is calculated against the persisted previous close $18.66. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Ashwani Verma | $26 | $17.6 | +39.4% | Oct 5, 2026 |
| Oppenheimer | Analyst unavailable | $25 | $17.18 | +34.0% | Sep 23, 2026 |
| Leerink Partners | Analyst unavailable | $20 | $16.61 | +7.2% | Sep 9, 2026 |
| Argus Research | Analyst unavailable | $20 | $16.75 | +7.2% | Sep 8, 2026 |
| Barclays | Glen Santangelo | $22 | $16.5 | +17.9% | May 19, 2026 |
| Truist Financial | Analyst unavailable | $20 | $16.94 | +7.2% | May 8, 2026 |
| UBS | Ashwani Verma | $18 | $14.58 | -3.5% | Feb 9, 2026 |
| Piper Sandler | Analyst unavailable | $12 | $13.12 | -35.7% | Jan 28, 2026 |
| Argus Research | Analyst unavailable | $15 | $12.84 | -19.6% | Jan 16, 2026 |
| Truist Financial | Les Sulewski | $16 | $12.4 | -14.2% | Jan 7, 2026 |
| Truist Financial | Analyst unavailable | $15 | $9.93 | -19.6% | Oct 15, 2025 |
| Jefferies | Glen Santangelo | $15 | $11.77 | -19.6% | Jul 19, 2024 |
| Piper Sandler | David Amsellem | $13 | $11.83 | -30.3% | Mar 28, 2024 |
| Piper Sandler | David Amsellem | $10 | $9.84 | -46.4% | Jun 26, 2023 |
| Barclays | Analyst unavailable | $15 | $12.16 | -19.6% | Feb 1, 2023 |
| UBS | Ashwani Verma | $12 | $10.83 | -35.7% | Nov 9, 2022 |
| UBS | Ashwani Verma | $9 | $10.77 | -51.8% | Jun 13, 2022 |
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Start freeCompany context
Snapshot as of publicationViatris Inc. operates as a global pharmaceutical and healthcare enterprise. Its business is structured across four primary geographic divisions: Developed Markets, Greater China, JANZ (Japan, Australia, New Zealand), and Emerging Markets. The company offers a comprehensive range of pharmaceutical products, encompassing branded prescription medications, generic and complex generic drugs, biosimilar treatments, and active pharmaceutical ingredients (APIs). These offerings target diverse therapeutic areas, addressing both noncommunicable and infectious diseases. Its biosimilars specifically focus on critical conditions in oncology, immunology, endocrinology, ophthalmology, and dermatology. Furthermore, Viatris's APIs are utilized across numerous drug categories, including antibacterials, central nervous system agents, antihistamines/antiasthmatics, cardiovascular, antivirals, antidiabetics, antifungals, and proton pump inhibitors.…
Historical context
All VTRS earningsLatest beats and misses
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Missed on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-02-13T00:00:14.471520+00:00
- Polygon adjusted daily market bars · 2026-10-19T08:50:44.423628+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-19T08:50:44.420800+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 2026-10-19. For educational purposes only; not investment advice.