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ABABBV

AbbVie Inc.

$ABBV·$435B·Drug Manufacturers - General·Healthcare
$255.48-1.0%YTD+9.7%1Y+24.0%
Mentions · last 7 days
2026-08-20: 39 posts2026-08-21: 33 posts2026-08-22: 22 posts2026-08-23: 17 posts256+4%
Price updated 2d ago·X counts updated 7d ago
ABABBV
$ABBVAbbVie Inc.
$255.48-1.03%256 posts+4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ABBV, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-30

The move is getting stronger, with heavier trading behind it.

The rare big pharma that navigated the Humira patent cliff — Skyrizi + Rinvoq are firing, and the stock is breaking out to fresh highs.

AbbVie is the mega-pharma that many thought would collapse after Humira lost exclusivity. Instead, Skyrizi (immunology biologic) and Rinvoq (oral JAK inhibitor) picked up the slack and became one of the cleanest post-cliff transitions the sector has seen.

Why the setup is working:

  • Rinvoq + Skyrizi engine is real: Q1 revenue grew 12.4% year-on-year to $15B and operating margin held at 32% — a mega-pharma actually growing again, not just financially engineering EPS.
  • Valuation shows trust returning: 27.5x EV/EBITDA and 5.2% FCF yield on 68% ROE — trailing P/E 111x is optically scary but reflects one-off items; forward P/E is closer to 18-19x on double-digit growth.
  • Price action confirms: shares broke out of a multi-month base and are pulling into the 9-week EMA with buyers stepping in — at the 84th percentile of the 52-week range and 12% above the 200-day, textbook accumulation.
  • Regulatory momentum: AbbVie just filed for EU approval of subcutaneous Skyrizi in Crohn's — international label expansion extends the Skyrizi curve past current models.
  • Insider signal is small: officer Donoghoe exercised and sold $8.2M — real distribution but a single filing, not a cluster; the tape has absorbed it.

The October 30 print extends the run — reiterated Skyrizi/Rinvoq guide plus international launch commentary keeps the multiple alive; a safety signal on either drug or a Rinvoq label restriction is what breaks the setup back to the 200-day near $228.

Agrees with X sentimentAgree — the crowd's core setup (ATH close, 9-week EMA pull-in with buyers stepping in, healthcare-cohort follow-through with MRK/JNJ/MRNA, the Rinvoq + Skyrizi 'template' being copied) map to real breakout mechanics and the Q1 numbers back it; nothing in the bear column here.

What to watch: October 30 earnings — reiterated Skyrizi/Rinvoq guide plus international launch commentary; a safety signal on either drug or a Rinvoq label restriction is what breaks the setup back to the 200-day near $228.

On the calendar: 2026-10-30 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment27 posts analyzed · as of 2026-08-29

AbbVie sentiment on X is bullish. ABBV closed at ATHs last week after breaking out of a multi-month base and pulling into the 9-week EMA with buyers stepping right back in. Posters group ABBV with MRK/JNJ/MRNA as healthcare cohort ready for the next leg up after the MRNA cancer news. ABBV's Rinvoq oral + Skyrizi biologic playbook is being cited as the template Merck may be trying to copy with a potential ABVX acquisition. Bear voices essentially absent.

Read the AI verdict + X sentiment for $ABBV

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Biopharmaceutical company with dominant immunology franchise (Humira, Skyrizi, Rinvoq) expanding into oncology and neuroscience.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - General sits in its cycle right now — and what that implies for $ABBV.

Drug Manufacturers - General · Healthcare

No material change from last week — oral semaglutide versus injectable Zepbound, with Amgen, Pfizer, and AZ all presenting obesity pipeline data.

What this means for $ABBV

Neutral — Biopharmaceutical company with dominant immunology franchise (Humira, Skyrizi, Rinvoq) expanding into oncology and neuroscience; limited read-through from drug manufacturers - general macro dynamics to this specific revenue mix.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+19.1%YTD
+47.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
110.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
27.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
68.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
70.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 31, 2026$3.65$3.61+1.1%
Q1 2026Apr 29, 2026$2.65$2.59+2.3%
Q4 2025Feb 4, 2026$2.71$2.65+2.3%
Q3 2025Oct 31, 2025$1.86$1.77+5.1%
Next earningsFri, Oct 30·consensus EPS $3.86

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$15.0B+12.4%71.9%31.6%$0.39$3.6B
Q4 FY25$16.6B+10.0%72.6%35.0%$1.02$4.9B
Q3 FY25$15.8B+9.1%66.4%12.1%$0.10$7.5B
Q2 FY25$15.4B+6.6%71.8%31.7%$0.53$4.9B

Forward consensus

5-year forecast · up to 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$67.4B$67.1B – $67.8B$14.06$13.90 – $14.5919
FY27$72.9B$71.4B – $74.1B$16.46$14.98 – $17.7418
FY28$78.3B$75.2B – $81.1B$18.19$14.27 – $21.6421
FY29$82.6B$80.7B – $84.0B$20.25$19.63 – $20.7010
FY30$84.2B$82.3B – $85.7B$21.01$20.37 – $21.4710

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.84%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.8B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.285-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 14Nicholas DonoghoeEVP, CHIEF BUS/STRAT OFFICER32.7K sh$8.2MSellMar 4Purdue David RyanSVP, Controller5.2K sh$1.2M
+ 17 other (16 awards · 1 exempt) in window

See when $ABBV insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Aug 6424B5
AI summary

ABBV filed a 424B5 prospectus supplement offering $500,000,000 aggregate principal in notes/securities. The offering includes 4.500% SENIOR. Net proceeds are approximately 9.93 billion. This is a live dilutive capital-markets transaction; size and pricing are material.

424B5Prospectus supplement (offering)Aug 4424B5
AI summary

AbbVie Inc. filed a preliminary 424B5 prospectus supplement for a multi-tranche debt offering of unsecured senior notes, including a floating rate tranche and multiple fixed-rate series across varying maturities; total offering size is redacted in this preliminary filing and will be set in the final supplement. Net proceeds are earmarked primarily to fund AbbVie's pending acquisition of Apogee Therapeutics, Inc., with remainder for general corporate purposes including debt repayment. The offering is not conditioned on completion of the Apogee deal, but certain tranches carry mandatory redemption provisions if the acquisition agreement is terminated. This is a significant capital raise tied to a transformative M&A transaction.

8-KPress release / Reg FDJun 228-K — Item 7.01: Press release / Reg FD
AI summary

AbbVie Inc. and Apogee Therapeutics, Inc. jointly announced on June 22, 2026 that they have entered into a definitive merger agreement for AbbVie to acquire Apogee, with AbbVie simultaneously presenting transaction details to investors under Reg FD. The Apogee Item 1.01 8-K confirms the merger consideration is $135.11 per share in cash, with all outstanding in-the-money options converted to cash at the spread. This is a transformative, highly material all-cash acquisition by a large-cap pharma significantly expanding its therapeutic pipeline via a full buyout of Apogee at a substantial premium.

8-KShareholder voteMay 128-K — Item 5.07: Shareholder vote
AI summary

AbbVie Inc. (ABBV) filed an 8-K reporting results of its annual shareholders' meeting held under Item 5.07. The filing is primarily XBRL-formatted tabular vote data with minimal narrative. Shareholders voted on routine matters including director elections, auditor ratification, and executive compensation. All standard proposals passed as expected at the well-established pharmaceutical company. Detailed vote tallies are attached as exhibits.

+ 17 other (4 earnings 8-Ks · 3 routine 8-Ks · 2 10-Qs · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

AbbVie vs. Eli Lilly and: Which Healthcare Stock Is a Better Buy in 2026?fool.com·1d agoAbbVie vs. Johnson & Johnson: Which Healthcare Stock Is a Better Buy in 2026?fool.com·1d agoAbbVie Seeks EU Nod for Subcutaneous Skyrizi in Crohn's Diseasezacks.com·2d agoBeverly Hills Private Wealth LLC Reduces Stake in AbbVie Inc. $ABBVdefenseworld.net·3d ago3 Dividend Stocks, 12 Paychecks a Year: How to Get Paid Every Month247wallst.com·3d ago

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