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SNSNY

Sanofi

$SNY·$99B·Drug Manufacturers - General·Healthcare
$40.44-1.8%YTD-14.8%1Y-9.8%
Price updated 8m ago·X counts updated 2d ago
SNSNY
$SNYSanofi
$40.44-1.80%75 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SNY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

75X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SNY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 69% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10

Sanofi discussion cites the AIRCULES Phase 2b lunsekimig asthma readout at September 8, RBC framing a €15-25 billion M&A capacity plus new CEO Belen Garijo as a transformative opportunity, and speculation about it being one of the parties negotiating with Nektar. Sentiment leans constructive.

Read what X is saying about $SNY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SNY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-09-29

The move has stalled — likely just drifts unless something new shows up.

Sanofi at 12x earnings with 21% FCF yield — down 15% YTD as Dupixent-patent-cliff concerns compress the multiple.

Sanofi is the French pharma major anchored by Dupixent (dermatology + asthma) with a growing pipeline. The stock has stalled at 4% of the 52-week range on Dupixent-patent-cliff pricing concerns.

  • The fundamentals are steady: revenue $11.2B last quarter up 6% year-on-year with 72% gross margin and 20% operating margin — the growth is decent, and Q4 revenue up 60% YoY reflects the underlying acceleration.
  • Beats are consistent: last three EPS surprises of 10%, 3.8% and 6% — the direction is positive, and the multi-quarter pattern shows analyst consensus is chasing the improving trajectory.
  • The AIRCULES Phase 2b readout is the fresh clinical catalyst: lunsekimig asthma data on 9-8 plus €25B Dupixent-future framing plus RBC €15-25B M&A capacity — new CEO Belen Garijo is positioning Sanofi for the post-Dupixent patent-cliff era with pipeline plus BD.

The 10-30 print is where either updated pipeline plus BD activity or another modest quarter keeps the range. Watch Dupixent revenue trajectory, AIRCULES/lunsekimig detail, and any explicit M&A announcement.

Agrees with X sentimentX's constructive read (AIRCULES Phase 2b lunsekimig asthma readout at Sept 8, RBC €15-25B M&A capacity with new CEO Garijo as transformative, Nektar negotiations speculation) captures the pipeline-plus-M&A setup. The €25B Dupixent-future framing is real.

What to watch: 10-30 earnings — Dupixent revenue trajectory, AIRCULES/lunsekimig program detail, and any M&A announcement. A beat plus BD activity extends the leg; another quarter without pipeline visibility keeps the stall.

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

Read the AI verdict on $SNY

  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Global pharma company with immunology strength in Dupixent, vaccines via Sanofi Pasteur, and a consumer healthcare segment.

Industry overviewAI analysisGenerated by AI from underlying data

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

Drug Manufacturers - General · Healthcare

No material change from last week — GLP-1 duopoly (LLY/NVO) drives premium valuations while patent-cliff management defines the rest: ABBV migraine franchise win strengthens post-Humira portfolio.

What this means for $SNY

Neutral — Global pharma company with immunology strength in Dupixent, vaccines via Sanofi Pasteur, and a consumer healthcare segment.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+21.4%YTD
+46.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
11.9How 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
11.7%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
25.1%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
20.9%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
1.5Same 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
14.4%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
71.6%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
0.3Total 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 30, 2026$1.21$1.10+10.0%
Q1 2026Apr 23, 2026$1.10$1.06+3.8%
Q4 2025Jan 29, 2026$0.89$0.84+6.0%
Q3 2025Oct 24, 2025$1.70$1.60+6.2%
Next earningsFri, Oct 30·consensus EPS $1.72

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$11.2B+6.0%72.1%20.2%$0.67—
Q4 FY25$12.2B+59.9%70.3%-8.5%$-1.48$1.6B
Q3 FY25$13.2B-7.0%74.1%27.5%$1.15$4.6B
Q2 FY25$10.7B-5.7%72.1%13.7%$1.60$0

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$47.7B$46.8B – $50.2B$4.18$4.11 – $4.268
FY27$50.7B$46.3B – $54.9B$4.47$3.93 – $4.698
FY28$53.3B$50.9B – $55.6B$4.90$4.61 – $5.185
FY29$55.6B$53.1B – $58.0B$5.43$5.11 – $5.746
FY30$57.4B$54.8B – $59.9B$5.82$5.48 – $6.156

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.0.9×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.4%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.-5.6%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.-8.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.2B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% 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.

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

3New insider — initial holdingsAug 123
AI summary

Sanofi, the French pharmaceutical giant, filed an initial Form 3 disclosing a significant ownership stake in Latigo Biotherapeutics, Inc. (ticker: LTGO), a pre-IPO biotech, effective August 6, 2026. Through wholly-owned subsidiaries, Sanofi holds Series B Preferred Stock convertible into 494,800 common shares and a Convertible Promissory Note convertible into 177,978 shares at the IPO price. Both instruments auto-convert upon closing of Latigo's IPO; the note otherwise matures June 17, 2027. The strategic investment signals Sanofi's early-stage interest in Latigo's pipeline.

3New insider — initial holdingsAug 43
AI summary

Sanofi (Last) (First) (Middle) 46 AVENUE DE LA GRANDE ARMEE (Street) PARIS 75017 (City) (State) (Zip) FRANCE (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 08/04/2026 3. Issuer Name and Ticker or Trading Symbol Attovia Therapeutics, Inc. [ ATTO ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director X 10% Owner Officer (give title below) Other (specify below) 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Series C Preferred Stock (1) (1) Common Stock 782,855 (1) I (2) See footnote (2) Explanation of Responses: 1. The Series C preferred stock ("Preferred Stock") is convertible at the holder's option at any time into shares of the Issuer's common stock equal to dividing $1.375 by the conversion price applicable at the conversion time (which conversion price was $1.375 at the time of issuance of the Preferred Stock, as adjusted for certain anti-dilution and other adjustments described in the Issuer's Restated Certificate of Incorporation (the "Certificate")). The Preferred Stock ceases to be convertible upon certain events described in the Certificate, including certain redemptions and other events such as liquidations, dissolutions, or winding up of the Issuer. The Preferred Stock also converts in full automatically upon a Qualified Public Offering or at the Mandatory Conversion Time, each as defined in the Certificate. 2. Sanofi is the beneficial owner of the Preferred Stock through various wholly-owned subsidiaries. /s/ Alexandra Roger, as attorney-in-fact for Sanofi 08/04/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of SNY, with an event date of 1473. The filer directly owns 782,855 shares of common stock. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

+ 28 other (17 6-Ks · 3 13Gs · 2 13Fs · 2 11-Ks) in window

Recent news

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

Sanofi's New Drugs Poised to Drive Growth Beyond Dupixentzacks.com·4d agoSanofi Reviews Pipeline, Broadens Deal Hunt as It Rebuilds Research Enginedefenseworld.net·6d agoSanofi (SAN:CA) Presents at Bank of America Global Healthcare Conference 2026 Transcriptseekingalpha.com·7d agoSanofi Reviews Pipeline, Broadens Deal Hunt as It Rebuilds Research Enginemarketbeat.com·7d agoSanofi Eyes €25B Dupixent Future, Expands M&A Hunt Ahead of Patent Lossmarketbeat.com·10d ago

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