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UCB SA’s Growth Potential: Buy Rating on Bimzelx’s Transformative Impact

UCB SA’s Growth Potential: Buy Rating on Bimzelx’s Transformative Impact

Goldman Sachs analyst Rajan Sharma has maintained their bullish stance on 0NZT stock, giving a Buy rating on July 14.

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Rajan Sharma has given his Buy rating due to a combination of factors that highlight UCB SA’s strong growth potential. The company is in the early stages of launching a significant blockbuster drug, Bimzelx, which addresses chronic skin conditions and is expected to drive substantial revenue growth. Sharma anticipates that UCB will achieve peak sales of €7 billion by 2033, which is notably higher than current market expectations.
Sharma believes that Bimzelx will be transformative for UCB, enabling the company to more than double its revenue and quadruple its EBITDA over the next decade. This growth trajectory is expected to result in a 25% compound annual growth rate in earnings per share by 2030, significantly outpacing its European peers. Despite trading at a higher forward price-to-earnings ratio than its peers, Sharma sees further potential for re-rating, making UCB an attractive investment opportunity.

In another report released on July 14, Barclays also maintained a Buy rating on the stock with a €240.00 price target.

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