Sanofi is rated a Buy, with ~33.5% upside to €99.5 fair value (or $57 for SNY ADRs), resulting from averaging optimistic with pessimistic scenarios. Dupixent remains Sanofi's key growth driver, with a €25B 2030 sales target, but faces biosimilar risk post-2031 and a significant lawsuit threat. New pharma launches and pipeline assets are expected to offset legacy declines, targeting €10B in 2030 sales and with possible margin expansion toward 40%.
SNY beats on Q2 earnings and sales as Dupixent tops euro 5B in quarterly sales for the first time. The company also raises its 2026 outlook.
Sanofi NASDAQ: SNY raised its 2026 outlook after reporting double-digit second-quarter sales and earnings growth, driven by Dupixent, recently launched medicines and cost discipline. The company also increased its 2030 sales ambition for Dupixent to approximately €25 billion while outlining an ongoing review of its research pipeline and broader growth strategy.
| Pharmaceuticals Industry | Healthcare Sector | Belén Garijo López CEO | XDUS Exchange | US80105N1054 ISIN |
| FR Country | 76,493 Employees | 4 May 2026 Last Dividend | 30 Sep 2013 Last Split | - IPO Date |
Sanofi is a global leader in healthcare, deeply engaged in the journey of pushing the boundaries of medicine to improve health outcomes across the world. Founded in 1973 and headquartered in Paris, France, the company has evolved its name from Sanofi-Aventis to Sanofi in May 2011, marking a milestone in its expansive history. With a robust presence in the United States, Europe, and various international markets, Sanofi undertakes the research, development, manufacture, and marketing of therapeutic solutions through a comprehensive portfolio segmented into Pharmaceuticals, Vaccines, and Consumer Healthcare. The company's dedication to innovation is underscored by its collaborations, including a notable one with GlaxoSmithKline for a Covid-19 vaccine and a research venture with Stanford University School of Medicine focused on immunology and inflammation. Furthermore, Sanofi's partnership with Prellis Biologics, Inc., showcases its commitment to exploring new horizons in healthcare solutions.