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SNSNY

Sanofi

$SNY·$104B·Drug Manufacturers - General·Healthcare
$43.62-0.4%YTD-11.7%1Y-10.2%
Mentions · last 7 days
2026-08-06: 10 posts2026-08-07: 6 posts2026-08-08: 5 posts2026-08-09: 2 posts2026-08-10: 10 posts2026-08-11: 3 posts2026-08-12: 5 posts41-29%
Price updated 1m ago·X counts updated 2d ago
SNSNY
$SNYSanofi
$43.62-0.37%41 posts-29%
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 $SNY, 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 numbersWinding up for a moveAI verdict · as of 2026-08-14

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Pharma giant at 12x P/E + 21% FCF yield — Phase 1 STAT6 degrader vs Phase 2 lung suspension, ABVX acquirer speculation as M&A wildcard.

Sanofi is the French pharma giant whose Q1 print showed modest 6% revenue growth on the specific vaccine-and-immunology portfolio execution. Down 12% YTD and 10% year-over-year, sitting at 25% of the 52-week range on the specific mixed pipeline development.

  • The Q1 print showed durable execution: revenue of $11.24B grew 6% year-over-year with a 72% gross margin and 20% operating margin — the specific pharma-giant profile that supports the compounder framing despite the modest growth pace.
  • The pipeline development is genuinely mixed: SNY starting Phase 1 for the STAT6 degrader (paying NRIX a milestone) reflects specific-mechanism pipeline advancement, while suspending a chronic lung disease Phase 2 study "for strategic business reasons" reflects specific-program deprioritization — the type of mixed operational signal that keeps the multiple in the discount zone.
  • The ABVX acquirer speculation is a specific M&A wildcard: bulls specifically frame SNY as a plausible acquirer of ABVX for the Obe (obesity) opportunity — the type of specific speculation that could either validate or compress the setup depending on execution.
  • The valuation is genuinely cheap: at 12x trailing earnings and 1.5x sales with 21% FCF yield, Sanofi trades at a specific discount to global pharma peers — the specific setup that supports the "cheap dividend-aristocrat" framing bulls use.

Coming into Oct 23 earnings, the tape needs continued 6%+ revenue growth, specific STAT6-and-broader-immunology-pipeline commentary, and any ABVX-M&A confirmation or denial. A clean beat plus reaffirmed pipeline advancement extends the setup off the current 25%-of-range basing pattern; any additional pipeline-deprioritization or dividend-related headline is what would compress even the modest 12x P/E multiple.

Agrees with X sentimentAgree the read is genuinely mixed. Bulls have the ABVX-acquirer speculation, STAT6-degrader Phase 1 start, and the 'cheap dividend-aristocrat' framing. Bears have the specific Phase 2 chronic-lung-disease study suspension. The 12x P/E gives room for upside if the pipeline validates.

What to watch: Oct 23 Q3 earnings — continued 6%+ revenue growth, specific STAT6-and-broader-immunology-pipeline commentary, and any ABVX-M&A confirmation or denial. Any additional pipeline-deprioritization or dividend-related headline compresses even the modest 12x P/E multiple.

On the calendar: 2026-10-23 — Q3 earnings

X sentiment

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

Mixed sentiment⚠40 posts analyzed · as of 2026-08-11 · top-engagement diverged

Sanofi posts split between bulls speculating SNY as a plausible acquirer of ABVX for Obe (patent situation) and news of SNY starting Phase 1 for the STAT6 degrader (paying NRIX a milestone), versus SNY suspending a chronic lung disease Phase 2 study for 'strategic business reasons.' Sentiment is genuinely mixed.

Read the AI verdict + X sentiment for $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)
  • 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.

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 — oral semaglutide versus injectable Zepbound, with Amgen, Pfizer, and AZ all presenting obesity pipeline data.

What this means for $SNY

Neutral — Global pharma company with immunology strength in Dupixent, vaccines via Sanofi Pasteur, and a consumer healthcare segment; 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
+50.5%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 23·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$48.0B$45.6B – $50.3B$4.21$4.12 – $4.358
FY27$51.0B$46.2B – $53.6B$4.49$4.01 – $4.738
FY28$53.5B$50.8B – $55.6B$4.92$4.60 – $5.176
FY29$55.8B$53.0B – $58.0B$5.46$5.10 – $5.747
FY30$58.2B$55.3B – $60.5B$5.91$5.53 – $6.227

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.0.7×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.25%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.+0.9%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.-5.3%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 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.

+ 37 other (23 6-Ks · 4 13Gs · 2 13Fs · 2 11-Ks) in window

Recent news

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

Sanofi: How I Leveraged This Undervalued Dividend Aristocratseekingalpha.com·9d ago5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (August 2026)seekingalpha.com·9d agoPress Release: Sanofi's MenQuadfi approved in the EU for use in infants from age six weeks against invasive meningococcal diseaseglobenewswire.com·11d agoSanofi (NASDAQ:SNY) Receives Consensus Recommendation of “Hold” from Analystsdefenseworld.net·12d agoSanofi Beats on Q2 Earnings & Sales, Stock Down on Pipeline Setbackszacks.com·15d ago

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