NYSE:NVO

Novo-Nordisk (NVO)

47.64
+0.23 (0.49%)
as of Jun 25, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 25, 2026, 12:00 am

This summary was created by AI, based on 30 opinions in the last 12 months.

Novo Nordisk (NVO) has received mixed reviews from experts, with many expressing concerns about its competitive position against Eli Lilly (LLY) in the weight-loss and diabetes treatment market. Analysts note that LLY is outperforming NVO due to better clinical trial results and a more diversified product pipeline. The stock's technicals remain weak, with declining moving averages and uncertain earnings growth projections. Additionally, the potential challenges from generic competition and recent management changes have led to a lack of clarity regarding NVO's ability to capture market share. Despite these setbacks, some analysts see NVO as a long-term hold, given the growing demand in the diabetes and obesity markets, though caution is advised in the short term.

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Consensus
Hold
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Valuation
Undervalued
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Similar
LLY
BUY ON WEAKNESS
International sales were up 11% and US at 1% due to pricing issues there. They are picking up market shares which gives them pricing power and allows them to go into India and China to earn higher margins. Getting out of the US is important for them. Once you get a moat around their product, the oral insulin pill and weight loss, it's smooth sailing. He's owned this since 1995. There are periods they struggle but over time, it's a gift that keeps giving. With the number of diabetics growing around the world, they will have good demand for its products. Right now, he would pause but he would have it in your portfolio.
COMMENT
They have good exposure to the diabetes market, though less specialized growth in the next 10 years. They don't own it because their options are not liquid enough.
BUY
All pharma companies face pricing pressure in a US election year, because US candidates take shots at drug pricing. Also pharma companies need to keep putting new, successful drugs. NN succeeds in putting out new diabetes drugs (they lead this product segment globally).
DON'T BUY
He has avoided it because insulin and products to replace it have had a lot of price increases and he fears they will be looked at by politicians. It is a very defensive issue and should do better when the economy slows.
TOP PICK
FDA approval for a tablet diabetes drug. China and India will have a growing market for this as well. The trend will help the bottom line and profitability. He's owned it since 1997, and though it hasn't done much in the last 5 years, it is picking up. They are also completely off the grid and is very environmental. (Analysts’ price target is $62.73)
BUY ON WEAKNESS

The pharma sector. Any picks? Pharma's problem is the US election cycle when candidates always bash big pharma. But these stocks are not expensive now, like JNJ which boasts 3 divisions (consumer, medical devices and pharma); and Novo Nordisk, which offers a diabetes pill and obesity pill. Buy a small position now as well as when they pull back during the election campaign, and certainly after the election. NVO increases its dividend perennially. The Dems and Republicans are equally critical of pharma.

TOP PICK
Their business is in hemophilia and diabetes (450 million have it globally and the number will rise). They make an obesity drug (a pill, that's showing growth) and sell the most insulin in the world. (Analysts’ price target is $56.45)
TOP PICK
Big franchise is in diabetes. Explosive, secular growth in diabetes, and NVO is the largest producer of insulin in the world. Plus biopharma business. Yield is 1.77%. (Analysts’ price target is $54.45)
BUY
Over the next 25 years, type 2 diabetes will grow 55% led by India and China. Demand will be there. Novo needs to go and get this market. Starting to show better revenues and operating margins. They also have a new drug that is not just for diabetes but for weight loss.
HOLD
About to come out with a pill instead of injections. Stock has popped recently. Type 2 diabetics are going to increase 50% in the next 2 years, mainly in India and China. Margins are being squeezed. Have to work harder to get sales. Likes what they're doing. Leaders in the industry.
TOP PICK
The play is the growth in diabetes -- 11% per year. More drugs and medications will be required and this company has the best market share in the space. As this is a global issue, they worldwide coverage is a great advantage. Yield 3.2% (Analysts’ price target is $53.45)
HOLD
The company understands that diabetes is growing in China and India. They've been raising market share there. International operations grew by 7%. Oral pills instead of insulin shots are coming out shortly. Increased dividend, a bit below average. Oral pills, if positive, could easily be a 1-5B blockbuster.
TOP PICK
Given that markets will be lack luster he is looking for defensive names. They are focused on the diabetes space. The disease is growing at double digit rates. With their economies of scale, their profit margin is higher than their competitors. The most significant growth in diabetes is in emerging markets where they pay for the drugs themselves. They have to be able to reduce their prices in these markets. (Analysts’ price target is $49.60)
BUY
Biggest growth is on diabetes. Market leader. The numbers were a little soft on the last report. Structural growth story. (Analysts’ price target is $45.85)
PAST TOP PICK

(A Top Pick Oct 04/17, Down 7%) Has owned this for 22 years. #1 insulin maker in the world. Just came out with a drug for weight loss. There'll be a 54% increase in diabetes in 12 years. They and Merck had the best revenue growth. Stock fell a little because a competitor got FDA approval for a similar insulin. They are selling more outside the U.S. and need to sell more to China and India. Then, the street will favour them again.

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