logo
UBS Reaffirms Their Buy Rating on Novo Nordisk (0QIU)

UBS Reaffirms Their Buy Rating on Novo Nordisk (0QIU)

UBS analyst Jo Walton maintained a Buy rating on Novo Nordisk (0QIU – Research Report) on May 31 and set a price target of DKK700.00.
Confident Investing Starts Here:
Walton covers the Healthcare sector, focusing on stocks such as Novo Nordisk, Bayer, and Sanofi. According to TipRanks, Walton has an average return of -0.5% and a 52.08% success rate on recommended stocks.
In addition to UBS, Novo Nordisk also received a Buy from Deutsche Bank 's Emmanuel Papadakis in a report issued on May 27. However, on May 16, Berenberg Bank maintained a Hold rating on Novo Nordisk (LSE: 0QIU).
0QIU market cap is currently DKK2013.8B and has a P/E ratio of 19.73.
Based on the recent corporate insider activity of 31 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of 0QIU in relation to earlier this year.

Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

Hims & Hers Stock Is Soaring Again. But Should You Buy the Stock?
Hims & Hers Stock Is Soaring Again. But Should You Buy the Stock?

Yahoo

time3 hours ago

  • Yahoo

Hims & Hers Stock Is Soaring Again. But Should You Buy the Stock?

Hims & Hers stock is on the upswing after the company secured a weight-loss drug partnership. Hims & Hers is acquiring its way into Europe and wants to build more personalized drugs for its telehealth customers. Shares have soared, but still have a ton of potential for patient long-term shareholders. 10 stocks we like better than Hims & Hers Health › Many companies have failed to disrupt the complicated U.S. healthcare market. Hims & Hers (NYSE: HIMS) may finally be succeeding in cracking the code. The online telehealth platform focuses on circumventing the insurance market; its business of selling affordable medications directly to individuals is growing like a weed, and expects to generate $6.5 billion in revenue by 2030. It has had a tumultuous start to 2025, as Hims & Hers waged a battle to sell new weight loss medications on its online marketplace. Now, with momentum back on its side, the stock is up 118% year to date and 446% in the last five years. Let's take a deeper look at this company, and see whether you might want to buy Hims & Hers stock for your portfolio now. Hims & Hers' model is simple. It has two separate web platforms -- Hims for men and Hers for women -- that sell medications and deliver to customers' front doors. It began with sexual health, but has moved into dermatology, hair loss, mental health, and now weight loss medications. A key to its success has been avoiding the insurance market with products that don't break the bank. Customers loathe dealing with health insurers in the United States, and sometimes would rather not use insurance at all. Plus, some of these products aren't covered by insurance. This strategy has helped the company close in on over $2 billion in projected revenue in 2025. To keep up this impressive growth, Hims & Hers wants to offer weight loss medications, which have been a blockbuster set of drugs for the pharmaceutical market. For a while the popularity of these drugs, such as Novo Nordisk's Wegovy, left them in short supply; that allowed third parties such as Hims & Hers to produce them as a compounding pharmacy and sell them at much cheaper prices. This ended up generating $200 million of Hims & Hers' $1.4 billion in 2024 revenue. But with the shortage of Wegovy over and the compounding pharmacy exception ended, the company's weight-loss business was at a major turning point. Luckily, at the end of April Hims & Hers announced a partnership with Novo Nordisk that seems to resolve this issue: It gives Hims & Hers the ability to sell Wegovy directly on its platform. Hims & Hers is not an exclusive supplier of the drug -- or any drugs on its marketplaces, to be fair -- but it hopes to use its subscription business model, marketing expertise, and simplified user proposition to drive sales for Novo Nordisk in the huge obesity-care market. Besides weight loss drugs, Hims & Hers has more ambitions to reach its goal of $6.5 billion in revenue by 2030. Just recently, the company announced its intent to acquire European competitor Zava so it could expand its telehealth service to Europe. The acquisition will add a platform with 1.3 million active customers in the U.K., Germany, France, and Ireland. It makes sense that Hims & Hers can supercharge growth for the platform with its plethora of medications offered to customers, keen marketing skills, and subscription-based selling model. Over the long run, Hims & Hers aims to make healthcare for its customers more personalized. This includes unique drug combinations, its own outsourcing facility, and at-home testing capabilities. Details remain sparse, but the vision is clear: disrupting more and more of the trillions of dollars spent on healthcare by building a business that people actually enjoy interacting with. This is why 2.4 million active customers use Hims & Hers today. A revenue goal of $6.5 billion seems well within reach by 2030. Hims & Hers is only at 2.4 million active customers, and there are tens of millions of people in the United States alone who could start using or switch to one of its telehealth platforms. Add on the Zava acquisition in Europe, and the runway for growth gets even larger. The company has an impressive gross profit margin of 77%, which should lead to high levels of profitability at scale. On $6.5 billion in future revenue, it could very well post a net profit margin of over 20%, and achieve $1.5 billion in bottom-line profits and free cash flow. A 20% profit margin is easily achievable because of its high gross margins and the fact it currently spends 40% of revenue on marketing today, a figure that has come down over time and should come down even more as Hims & Hers keeps scaling. However, Hims & Hers has played fast and loose with laws and regulations in the past. It sold weight loss drugs when the legality of doing so was unclear, and although that dispute seems to have been resolved, management could easily start playing with fire again and burn its reputation as a trusted provider of medications. Otherwise, this looks like a fantastic growth stock that just doubled its addressable market with the Zava acquisition. Today, Hims & Hers has a market cap of $12.3 billion. You might think it's overvalued because of the stock's recent run-up in price, but the numbers show that patient investors could be rewarded by holding for the long term. A $12.3 billion market cap is only around 8 times my 2030 earnings estimate of $1.5 billion, which would be a dirt cheap price-to-earnings (P/E) ratio for a fast-growing company compared to the current market cap. Most likely, the stock will be valued at a higher multiple than 8, meaning that the stock will be higher in five years. It doesn't come without risks, but if you're a growth investor, you might love Hims & Hers stock for its long-term potential. Before you buy stock in Hims & Hers Health, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Hims & Hers Health wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $669,517!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $868,615!* Now, it's worth noting Stock Advisor's total average return is 792% — a market-crushing outperformance compared to 173% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Brett Schafer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Hims & Hers Health. The Motley Fool recommends Novo Nordisk. The Motley Fool has a disclosure policy. Hims & Hers Stock Is Soaring Again. But Should You Buy the Stock? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

London must ‘market its successes better' to avoid another Wise
London must ‘market its successes better' to avoid another Wise

Yahoo

time7 hours ago

  • Yahoo

London must ‘market its successes better' to avoid another Wise

Britain must emulate the success of Nasdaq and get better at trumpeting its business success stories if it wants to attract more companies to list in London, one of the UK's top fintech venture capital investors has said. Speaking to City AM the day that payments darling Wise revealed plans to ditch its primary listing for New York, Anthemis founder Amy Nauiokas said the London Stock Exchange (LSE) should try emulate the support promotion the US's tech-heavy bourse gives its new constituents. 'It's not brain surgery,' said Nauiokas, whose firm has been an early-stage backer of fintech success stories like Etoro, Zoopla and Tide. 'They [the LSE] need to promise UK entrepreneurs that there's a path here, and that they'll support them, build an ecosystem around them, and give the perks that the Nasdaq gives them.' London capital markets have been locked in a multi-year struggle to attract and retain some of its brightest companies. Since the start of 2024 alone, cherished listed firms like Darktrace, TUI and most DS Smith have all delisted or been taken private from the capital's stock market. And promising UK-headquartered scale-ups like Arm have opted to list in New York over London, with other darlings like Revolut and Klarna looking likely to follow suit. Departed firms have tended to cite London's stubbornly low valuations and lower liquidity relative to its US rivals, but Nauiokas argued that the lengths to which New York goes to promote and celebrate its new additions was just as important a factor. Commenting on the Nasdaq's custom of advertising its fresh listings in New York's Time Square, she said: 'Half the reason why people go there is so they get to see their their picture on 45th Street.' Her comments ring true with the rationale for ditching London given by Wise, which floated in the UK to great fanfare in 2021. Billionaire cofounder Kristo Kaarmannder said a US listing would help raise Wise's profile in the country as it joins the many London-based fintech giants looking to expand their services in the world's largest market. 'We believe the addition of a primary US listing would help us accelerate our mission and bring substantial strategic and capital market benefits to Wise and our owners,' he said in the firm's statement announcing its planned departure. Nauiokas, whose firm invests in start-ups in both the US and UK with offices in both New York and London, said she understood the Wise board's decision, adding that were she a secondary capital and pre-IPO dealmaker, she 'would probably say the best option right now was either a dual listing or a US-based IPO'. But despite the downbeat rhetoric surrounding the London Stock Exchange, she added that the ongoing political turmoil in America was something on which London – and Europe as a whole – should be poised to capitalise. 'It strikes me that all the opportunity is here [in London],' she said. 'This is a moment. A moment for investors to find great entrepreneurs and make money, but also a moment for regulatory navel gazing – government navel gazing – private partnership navel gazing – to say we could do something here. Let's do something.' Family offices and institutional money are increasingly looking to reduce the weighting of US assets in their portfolio in response to the capricious and unpredictable policy directives from the White House, Nauiokas said. Many ultra-rich families have re-weighted their portfolios from an '80/20 North America to Europe to now 50/50'. 'I'm super excited about the UK specifically. But it needs to take this moment of market geopolitical dislocation,' she said, adding: 'The LSE can do a much better job of reshaping its proposition, and the government needs to get rid of stamp duty on shares.' Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

If I could only save one UK share in my SIPP, here's what it would be
If I could only save one UK share in my SIPP, here's what it would be

Yahoo

time11 hours ago

  • Yahoo

If I could only save one UK share in my SIPP, here's what it would be

No investor should gamble their future on just one UK share. That would be an almighty risk. My self-invested personal pension (SIPP) holds around 20 different stocks. While I would happily junk two or three of them (I'm looking at you Aston Martin, Glencore and Ocado Group), binning the rest would be painful. But let's say somebody put a gun to my head. Which would be the sole survivor? There are some stocks that investors might buy if they knew in advance they could only hold one. Utility stock National Grid is seen as a solid dividend growth play, but I don't actually hold it. Consumer goods giant Unilever has both defensive merits. I did hold that, but recently banked a profit as I was underwhelmed by its growth potential. So what about the stocks I do hold? Which would I save? I'd hate to sell private equity specialist 3i Group, which has doubled my money in 18 months. It's had a great run though, and looks a little bit too expensive, so it would have to go. I'd also hate to offload insurer Phoenix Group Holdings, whose shares are up 30% in a year, and still yield a bumper 8.3%. It's a happy day when the Phoenix dividend hits my SIPP, and the same applies for rival FTSE 100 wealth manager M&G. Another super-high yielder. Yet both would have to go. If those dividends are cut at any time, the investment case could collapse. I don't think they will, but the stakes are high here. I'd also offload my SIPP growth stock stars Rolls-Royce Holdings and BAE Systems. They've done brilliantly, but remember, I can only hold one stock here. I'd bank my profits on both to make way for last stock standing, Lloyds Banking Group (LSE: LLOY). I bought the high street bank on three occasions in 2023, and it's been the surprise over-achiever in my portfolio. I hoped for modest share price growth. Instead, Lloyd shares are up 40% in a year (and 72% since I bought them). Once my reinvested dividends are added, my total return is almost 100% in 18 months. Lloyds is now almost entirely focused on the UK domestic market, which makes it a play on our economic fortunes. There are good sides to that – but also bad ones. The UK economy isn't exactly thriving right now, while inflation remains a menace. Mortgage rates have actually been rising again in recent weeks, which could further squeeze house prices, and slow demand. Lloyds has also had to set aside hefty sums for potential debt impairments, and could be on the hook for a billion or two, following the motor finance mis-selling scandal. But despite its strong run, the Lloyds price doesn't look over valued, with a price-to-earnings ratio of just over 12. The forecast yield of 4.4% should keep the income flowing. Especially since it's covered 2.1 times by earnings. The bank is also running a hefty £1.7bn share buyback. Lloyd will have its ups and downs and like I said, I would be crazy to go all in on just one stock. But if I had to do it, this would be the one. The post If I could only save one UK share in my SIPP, here's what it would be appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Harvey Jones has positions in 3i Group Plc, BAE Systems, Lloyds Banking Group Plc, M&g Plc, Phoenix Group Plc, and Rolls-Royce Plc. The Motley Fool UK has recommended BAE Systems, Lloyds Banking Group Plc, M&g Plc, National Grid Plc, Rolls-Royce Plc, and Unilever. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into the world of global news and events? Download our app today from your preferred app store and start exploring.
app-storeplay-store