Exploring Analyst Estimates for Novartis (NVS) Q4 Earnings, Beyond Revenue and EPS

Core Viewpoint - Novartis is expected to report quarterly earnings of $1.99 per share, a 0.5% increase year-over-year, with revenues projected at $13.72 billion, reflecting a 4.3% year-over-year growth [1] Earnings Projections - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating analysts' reassessment of their initial projections [1][2] - Changes in earnings projections are crucial for predicting investor reactions to the stock [2] Revenue Estimates - Analysts predict 'Revenues- Oncology- Tafinlar + Mekinist- Total' at $538.87 million, a 2.3% year-over-year increase [4] - 'Revenues- Net sales to third parties' are expected to be $13.70 billion, marking a 4.2% increase from the previous year [4] - 'Revenues- Oncology- Kisqali- Total' is projected to reach $1.49 billion, indicating a significant year-over-year increase of 65% [4] Specific Revenue Forecasts - 'Revenues- Immunology- Cosentyx- Total' is expected to be $1.66 billion, reflecting a 3.9% year-over-year increase [5] - 'Revenues- Oncology- Tasigna- US' is projected at $60.98 million, showing a substantial decline of 72% from the prior year [5] - 'Revenues- Oncology- Promacta/Revolade- US' is forecasted to be $68.99 million, indicating a decline of 78.8% year-over-year [5] Additional Revenue Insights - 'Revenues- Immunology- Cosentyx- US' is expected to reach $1.02 billion, a 1.3% increase year-over-year [6] - 'Revenues- Cardiovascular- Entresto- US' is projected at $450.80 million, reflecting a significant decline of 63.8% from the previous year [6] - 'Revenues- Oncology- Tasigna- ROW' is estimated at $130.80 million, indicating a year-over-year decline of 32.2% [6] Regional Revenue Estimates - 'Revenues- Oncology- Tafinlar + Mekinist- ROW' is expected to be $297.86 million, a 2% increase year-over-year [7] - 'Revenues- Oncology- Promacta/Revolade- ROW' is projected to reach $236.86 million, indicating a decline of 7.8% from the previous year [7] - 'Revenues- Immunology- Cosentyx- ROW' is expected to be $636.87 million, reflecting an 8.3% year-over-year increase [8] Stock Performance - Novartis shares have increased by 8% over the past month, compared to a 0.9% increase in the Zacks S&P 500 composite [8]