Overall, the prevailing analyst tone reflects confidence in GSK’s execution and technology adoption, with recognition of positive sector trends. Reservations persist around whether policy tailwinds will have lasting impact and if current valuation accurately reflects the embedded opportunities and risks.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!

• GSK raised its 2025 earnings guidance and is now forecasting turnover growth of 6% to 7%, core operating profit growth of 9% to 11%, and core EPS growth of 10% to 12%.

• The FDA approved GSK’s Blenrep (belantamab mafodotin-blmf) in combination with bortezomib and dexamethasone for patients with relapsed or refractory multiple myeloma, expanding treatment options for those who have received at least two prior therapies.

• Positive Phase III results were reported for GSK’s next-generation, low-carbon propellant Ventolin MDI. These results support regulatory submissions and a planned launch starting in 2026 to provide more sustainable respiratory treatments.

• GSK announced a $30 billion investment in U.S. innovation, including upgrades to biopharma manufacturing and laboratory facilities. Luke Miels was also appointed as CEO Designate and will assume the top leadership role on January 1, 2026.

• Fair Value Estimate has risen slightly, increasing from $16.63 to $17.36 per share.

• Discount Rate remains essentially unchanged at 6.82%.

• Revenue Growth estimate has fallen modestly, shifting from 4.44% to 4.17% annually.

• Net Profit Margin forecast has improved, rising from 18.37% to 19.30%.

• Future P/E has fallen notably, declining from 12.10x to 9.06x. This indicates higher expected earnings relative to price.

Narratives are a smarter and more dynamic way to make investment decisions. They connect a company’s story, including your perspective on its future, to concrete financial forecasts and a fair value, all in one place. On Simply Wall St’s Community page, millions of investors use Narratives to see how changing news or earnings reshape the outlook. This helps them compare Fair Value versus Price and know when to act. Every time new information arrives, the Narrative updates automatically so you’re always up to date.

Interested in the whole story? Read the original GSK Narrative to stay ahead on:

• How growth in vaccines and specialty medicines, along with innovation in oncology and immunology, could fuel sustained revenue and margin expansion for GSK.

• The resilience built by diversification, operational efficiencies, and accelerated R&D, supporting long-term sales and earnings prospects in the face of industry headwinds.

• What key risks such as patent expiries, pricing pressures, legal issues, and high-stakes R&D might challenge GSK’s ability to deliver on its growth and fair value targets.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include GSK.L.

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