Zacks Investment Research·5d ago
FDA Grants Priority Review to AZN's Filing for Rare Bone Disease DrugAstraZeneca wins FDA priority review for efzimfotase alfa, potentially expanding its HPP treatment opportunity with less frequent dosing.
AstraZeneca's core business remains fundamentally sound, with gross margins expanding to 83.6% in 2026Q2 and revenue growing 6.4% YoY, driven by oncology and biopharmaceuticals. However, escalating R&D and SG&A costs (up 17% and 16% YoY, respectively) are comp...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 6.4% YoY to $15.4B in 2026Q2, but operating margin contracted to 20.6% from 24.3% a year earlier, as R&D and SG&A expenses rose 17% and 16% YoY, respectively.
AstraZeneca has over 20 Phase III readouts expected in 2026, including positive Q1 results for tozorakimab and Enhertu.
The oncology division contributes approximately 45% of revenues, supported by blockbuster drugs and a deep pipeline.
Q1 2026 revenues increased by 8% year-on-year, with operating profit rising 17% and guidance for mid-to-high single-digit revenue growth.
The US patent expiry for Farxiga in 2026 is expected to cause revenue declines, with Brilinta already seeing a 65% drop due to generics.
US drug pricing policies and China's Volume-Based Purchasing could impact future drug launches and profitability.
Not all Phase III trials may succeed, as evidenced by the Ceralasertib LATIFY failure, raising concerns about revenue generation.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 27, 2026 | $2.63+5.2% vs $2.50 | $15.4B-0.3% vs $15.4B |
Q2 2026 Apr 29, 2026 | $2.58+0.4% vs $2.57 | $15.3B+2.4% vs $14.9B |
Q1 2026 Feb 10, 2026 | $2.12+1.4% vs $2.09 | $15.5B+0.4% vs $15.4B |
Q4 2025 Nov 6, 2025 | $2.38+4.4% vs $2.28 | $15.2B+2.8% vs $14.8B |
AstraZeneca wins FDA priority review for efzimfotase alfa, potentially expanding its HPP treatment opportunity with less frequent dosing.
AZN's pipeline setbacks weigh on its stock, but a deep late-stage pipeline and 20+ expected readouts offer key catalysts.
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AstraZeneca and Daiichi Sankyo said on Thursday their breast cancer treatment Enhertu has been approved for use in England's state-run healthcare system, expanding access to a drug that has been available in Scotland since 2023.
Benchmark AZN against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for AstraZeneca PLC (AZN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $168.37 | $130.49B | 12.87 | 8.63% | 17.46% | 22.89% | 3.78% | |
| $27.93 | $159.19B | 20.54 | -1.65% | 6.81% | 4.87% | — | |
| $150.92 | $372.73B | 20.73 | 1.18% | 4.78% | 6.59% | — | |
| $1170.48 | $1.1T | 51.00 | 44.7% | 33.53% | 92.53% | — | |
| $62.25 | $127.12B | 18.04 | -0.22% | 18.87% | 46.69% | — | |
| $265.32 | $468.77B | 111.95 | 8.57% | 9.81% | — | — |
AstraZeneca PLC (AZN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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AstraZeneca PLC (AZN) stock FAQ — growth, dividends, profitability & financials explained
AstraZeneca PLC (AZN) reported $61.37B in revenue for fiscal year 2025. This represents a 568% increase from $9.18B in 1996.
AstraZeneca PLC (AZN) grew revenue by 8.6% over the past year. This is steady growth.
Yes, AstraZeneca PLC (AZN) is profitable, generating $10.45B in net income for fiscal year 2025 (17.5% net margin).
Yes, AstraZeneca PLC (AZN) pays a dividend with a yield of 3.78%. This makes it attractive for income-focused investors.
AstraZeneca PLC (AZN) has a return on equity (ROE) of 22.9%. This is excellent, indicating efficient use of shareholder capital.
AstraZeneca PLC (AZN) generated $8.74B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
