Consensus revenue for Q1 2026 is projected at $10.19 billion alongside an EPS of $1.19, with the current stock price of $54.60 trading near the average analyst target of $56.54.
Investors are primarily focused on the resilience and scaling of the vaccine franchise, particularly the performance of the RSV vaccine Arexvy and the shingles treatment Shingrix in a post-pandemic market.
This reporting period follows a landmark legal victory on April 16, 2026, in which Delaware courts dismissed legacy Zantac litigation claims, removing a long-standing overhang on the stock’s valuation. Additionally, the results will provide the first full-quarter look at new CEO Luke Miels’ strategy to accelerate the shift toward specialty medicines and long-acting HIV regimens.