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SNSNY

Sanofi

$SNY·$103B·Drug Manufacturers - General·Healthcare
$42.95+2.8%YTD-11.1%1Y-11.2%
Mentions · last 7 days
2026-06-20: 7 posts2026-06-21: 6 posts2026-06-22: 37 posts2026-06-23: 30 posts2026-06-24: 9 posts2026-06-25: 6 posts2026-06-26: 19 posts116
Price updated 14h ago·X counts updated 13h ago
SNSNY
$SNYSanofi
$42.95+2.75%116 posts
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 numbersCooling offAI verdict · as of 2026-06-27

Catching its breath after a run — could pick back up or fade from here.

French pharma at 11.9x earnings and 17% of 52w range — beaten down despite working fundamentals.

Sanofi is a French pharma giant with Dupixent (the major Eli Lilly competitor in atopic dermatitis), a vaccines franchise, and a deep R&D pipeline. The equity has been derated to one of its cheapest multiples in years.

Where the cooling sits today:

  • The fundamentals are working. Revenue grew 6% YoY to $11.2B last quarter, gross margin 72%, operating margin 25%. The 11.9x trailing P/E is well below the historical fair value range — pharma valuations have compressed broadly but Sanofi has been hit harder than most.
  • Stock sits at the 17th percentile of its 52-week range, basically at the 50-day moving average, 8.6% below the 200-day. -11% YTD, -11% TTM. Beta data is missing but Sanofi typically trades with low beta (~0.5).
  • Friday's +2.75% on 2x normal volume is a meaningful bounce. The lack of meaningful sentiment, filing activity, or insider transactions in the bundle suggests the move is technical rather than catalyst-driven — but at the 17th percentile of range, a technical bottom is itself the catalyst.
  • The pipeline (Dupixent, the new IL-22 antibody, multiple sclerosis franchise) is the long-term lever. None of these are in the immediate-catalyst window but they're the structural reasons the multiple should be higher than 11.9x.

A quality global pharma at one of its cheapest multiples in years. What restarts the move: a July 30 print confirming Dupixent growth and any updated guidance on IL-22 antibody trials. What deepens the cooling: a guide-down on Dupixent or any Sanofi-specific regulatory friction.

What to watch: July 30 Q2 earnings — Dupixent revenue growth, vaccines segment performance, and any updated pipeline commentary (IL-22 antibody, multiple sclerosis franchise). A break of $40 would extend the cooling; reclaiming $45 (the 200-day moving average area) confirms a bottoming setup.

On the calendar: 2026-07-30 — H1 2026 earnings

european pharma deep valuedupixent franchiseno sentiment datail 22 pipeline

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What it does

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

Sanofi operates as a leading global pharmaceutical enterprise, dedicated to the research, development, production, and distribution of a wide array of therapeutic solutions across the United States, Europe, and numerous international markets. The company strategically organizes its operations into three core divisions: Pharmaceuticals, Vaccines, and Consumer Healthcare. Within its Pharmaceutical segment, Sanofi delivers specialized therapies, including innovative human monoclonal antibodies, addressing complex conditions like multiple sclerosis, various neurological disorders, immunology and inflammatory diseases, oncology, rare diseases, and rare blood disorders. This segment also encompasses treatments for diabetes, cardiovascular health, and established prescription medications. Its Vaccine portfolio is extensive, offering essential immunizations such as pediatric vaccines for poliomyelitis, pertussis, and Hib, alongside influenza shots, adult boosters, meningitis vaccines, and solutions for travel and endemic diseases. The Consumer Healthcare division provides a broad spectrum of over-the-counter products, including remedies for allergies, coughs and colds, pain management, liver support, physical and mental wellness, probiotics, digestive health aids, and nutritional supplements. Additionally, it offers various personal care items like daily body lotions, anti-itch creams, moisturizing and soothing lotions, body and foot creams, and specialized powders for eczema. Sanofi maintains a robust development pipeline, with numerous pharmaceutical products and vaccines currently in various stages of research. The company actively pursues strategic alliances, exemplified by its collaboration with GlaxoSmithKline on a recombinant Covid-19 vaccine, a research partnership with Stanford University School of Medicine focused on advancing immunology and inflammation understanding, and a collaboration and license option agreement with Prellis Biologics, Inc. Founded in 1973 and headquartered in Paris, France, the company was formerly known as Sanofi-Aventis before officially changing its name to Sanofi in May 2011.

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

The ADA conference crystallised the GLP-1 competitive broadening — oral semaglutide versus injectable Zepbound, with Amgen, Pfizer, and AZ all presenting obesity pipeline data. The structural shift moves from a two-player injectable race to a multi-company oral/injectable market where compliance economics favour oral first-line use.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+16.6%YTD
+50.3%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
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%
Q2 2025Jul 31, 2025$0.90$0.96-6.2%
Next earningsThu, Jul 30·consensus EPS $1.09

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$4.09 – $4.328
FY27$51.0B$46.2B – $53.6B$4.49$4.00 – $4.728
FY28$53.5B$50.8B – $55.9B$4.92$4.59 – $5.216
FY29$55.8B$52.9B – $58.3B$5.46$5.10 – $5.787
FY30$58.2B$55.2B – $60.8B$5.91$5.52 – $6.267

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.2.0×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.17%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.-2.9%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.-8.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

SEC filings

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

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 42 other (27 6-Ks · 3 13Gs · 3 SC TO-T/As · 2 13Fs) in window

Recent news

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

EU Commission opens antitrust probe into Sanofi's flu vaccine campaignreuters.com·1d agoIs AbbVie a Buy After Its Purchase of Apogee?fool.com·2d agoSanofi: Dupixent Risks Overstated, Valuation Disconnect Creates Opportunityseekingalpha.com·2d agoPress Release: Sanofi Foundation opens new chapter centered on future generationsglobenewswire.com·2d agoEU Clears SNY's Cenrifki for Secondary Progressive Multiple Sclerosiszacks.com·4d ago

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