AbbVie Q4 Results Beat Expectations but Shares Drop
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Should l Buy ABBV?
Source: seekingalpha
- Earnings Beat: AbbVie (ABBV) reported Q4 2025 revenue of $16.62 billion, exceeding analyst expectations of $16.44 billion, primarily driven by strong performance from the older drug Humira, despite facing competition from low-cost generics.
- Humira's Significant Contribution: Humira contributed $1.2 billion in Q4 revenue, well above the $993.8 million projected by analysts, although it marked a ~26% year-over-year decline, indicating vulnerability in its market position.
- New Drug Performance Lags: Rinvoq and Skyrizi generated $2.37 billion and $5.00 billion in revenue, respectively, slightly above consensus estimates, but failed to significantly boost overall performance, reflecting AbbVie's challenges in promoting its newer drugs.
- Negative Market Reaction: Despite the slight earnings beat, analysts generally view the quality of the results as low, leading to a ~7% drop in AbbVie's stock price at market open, highlighting investor concerns about future growth.
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Analyst Views on ABBV
Wall Street analysts forecast ABBV stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ABBV is 253.26 USD with a low forecast of 218.00 USD and a high forecast of 289.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
22 Analyst Rating
15 Buy
7 Hold
0 Sell
Moderate Buy
Current: 219.020
Low
218.00
Averages
253.26
High
289.00
Current: 219.020
Low
218.00
Averages
253.26
High
289.00
About ABBV
AbbVie Inc. is a global, diversified research-based biopharmaceutical company. It is engaged in research and development, manufacturing, commercialization and sale of medicines and therapies. Its product portfolio includes Immunology, Oncology, Aesthetics, Neuroscience, Eye Care and Other Key Products. Immunology products include rheumatology, dermatology and gastroenterology. Oncology products include Imbruvica, Venclexta/Venclyxto, Elahere and Epkinly. Aesthetics portfolio consists of facial injectables, plastics and regenerative medicine, body contouring, and skincare products. Its Neuroscience products include Botox Therapeutic, Vraylar, Duopa and Duodopa, Ubrelvy, and Qulipta. Eye Care products include Ozurdex, Lumigan/Ganfort, Alphagan/Combigan, Restasis, and other eye care. Other key products include Mavyret/Maviret, Creon, and Linzess/Constella. Its investigational candidate, bretisilocin, is for the treatment of patients with moderate-to-severe major depressive disorder (MDD).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Increased R&D Investment: The company boosted R&D spending by nearly $1 billion, funding 90 clinical programs and over $5 billion in business development in immunology, neuroscience, and oncology, indicating a commitment to innovation and long-term growth.
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