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NYSE:NVO

Novo-Nordisk (NVO)

45.61
-0.65 (1.41%)
as of Aug 28, 2026, 8:00:00 pm Market Open.
268 watching
0
Investor Insights
star iconAug 28, 2026, 12:00 am

This summary was created by AI, based on 33 opinions in the last 12 months.

Novo Nordisk (NVO) has seen a decline in its market position, particularly in the competitive landscape for GLP-1 drugs where Eli Lilly (LLY) is dominating. Many analysts express concerns about NVO losing market share and not capitalizing effectively on its weight-loss drug offerings. While NVO retains a high-quality franchise in diabetes management and a relatively low price-to-earnings (PE) ratio of 11x, its future growth potential appears clouded by increasing competition and pricing pressures. Recent insider buying offers a glimmer of optimism, but overall sentiment remains cautious, with expectations of only modest earnings growth. The stock's technical chart shows downward trends, leading many experts to recommend patience in assessing recovery potential before committing to long-term investments.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
LLY
BUY
The largest maker of insulin in the world. They have a strong diabetes franchise. Type diabetes is growing incredibly quickly around the world. They are one of the few companies that are involved in Diabetes. He thinks it will continue to accelerate and why this one will do well. It is a great story at 21 times earnings and 2% dividend yield. He will continue to buy it.
BUY
If The Democrats Their goal is to sell outside the U.S. which they have done successfully, which have increased revenues, profits and dividends. Most importantly, their pill will replace people with type 2 diabetes from injecting insulin and helps people lose weight. They are the biggest insulin-maker in the world. This will be a big mover in coming years in pharma. You can take profits if the stock has moved up and is outsized in your portfolio.
PAST TOP PICK
(A Top Pick Sep 26/19, Up 29%) Diabetes and hemophilia. Diabetes continues to grow. NVO is at the sweet spot of that. Obesity will become a bigger and bigger issue.
PAST TOP PICK
(A Top Pick Aug 15/19, Up 38%) The biggest producer of insulin in the world. Type 2 diabetes is rapidly growing which helps NVO's growth. Very well-run. They have an obesity drug. A great demographic story. He continues to like it. He'd buy it here.
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)
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