Novartis AG is expected to post Q3 2026 consensus revenue of $12.85 billion and core EPS of $2.25, with shares currently trading at $112.45 against an average analyst price target of $128.30. Investors are primarily focused on the continued sales trajectory of heart-failure medication Entresto as it faces potential generic competition in the coming years.
The market is also watching for sustained momentum in newer growth drivers like Kesimpta and Pluvicto to validate the company's focus as a pure-play innovative medicines firm following the Sandoz spin-off. Analysts remain attentive to margin expansion progress and any potential revisions to full-year 2026 guidance as Novartis capitalizes on its streamlined organizational structure.