Why Analysts Are Closely Watching Novartis AG (NVS)

Group 1: Company Overview and Financial Outlook - Novartis AG is considered one of the most profitable healthcare stocks, with a Buy rating initiated by Citi and a price target of CHF 133, indicating strong momentum and a sales growth guidance of 5%-6% annually through 2030 [1] - The company is headquartered in Basel, Switzerland, and was incorporated in 1996, offering products such as Entresto, Cosentyx, and Kisqali [4] Group 2: Trade and Tariff Protection - Novartis expects to be protected from U.S. tariffs by mid-2026, with plans to produce in the U.S. for the U.S. market, supported by existing inventory [2] - The company's agreement with the U.S. government is anticipated to exclude it from tariffs, amidst broader tariff plans affecting several European countries [3]