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GlaxoSmithKline (GSK)
NYSE:GSK

GlaxoSmithKline (GSK) AI Stock Analysis

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GSK

GlaxoSmithKline

(NYSE:GSK)

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Neutral 67 (OpenAI - 5.2)
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Neutral 67 (OpenAI - 5.2)
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Neutral 67 (OpenAI - 5.2)
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Neutral 67 (OpenAI - 5.2)
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Neutral 67 (OpenAI - 5.2)
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Neutral 67 (OpenAI - 5.2)
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Neutral 67 (OpenAI - 5.2)
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Neutral 67 (OpenAI - 5.2)
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Neutral 67 (OpenAI - 5.2)
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Neutral 67 (OpenAI - 5.2)
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Neutral 67 (OpenAI - 5.2)
Rating:67Neutral
Price Target:
$56.00
▲(8.02% Upside)
Action:DowngradedDate:02/06/26
The score is supported primarily by resilient fundamentals (strong profitability and positive cash generation) and a constructive earnings outlook with higher dividend guidance and continued specialty/HIV momentum. These positives are tempered by leverage and recent revenue/FCF volatility, while technically the stock is in a strong uptrend but looks overbought, raising near-term pullback risk.
Positive Factors
High and improving profitability margins
Sustained high gross margins and a marked operating/EBITDA margin improvement in 2025 indicate durable product-level economics. That margin cushioning supports investment in R&D, absorbs pricing pressure in some markets, and underpins long-term cash generation and shareholder returns.
Consistent cash generation and active capital returns
Robust operating cash flow and multi‑billion free cash flow, combined with an explicit plan for >£10bn cash generation in 2026 and active buybacks/dividend increases, create durable financial flexibility to fund R&D, M&A and shareholder returns while maintaining investment-grade posture.
Specialty/HIV momentum and productive pipeline
Sustained double‑digit specialty and HIV growth plus recent approvals and numerous pivotal starts reflect successful portfolio transition toward higher-growth specialty areas. This strengthens long-term revenue mix, supports pricing power, and raises probability of future high-value launches and durable franchise growth.
Negative Factors
Meaningful leverage on the balance sheet
Consistently elevated debt-to-equity (>1.0) reduces financial flexibility and increases sensitivity to interest rates and cash-flow volatility. High leverage limits capacity for large bolt-on M&A, faster buybacks, or aggressive R&D spend without either raising equity or materially improving free cash flow.
Volatile earnings and recent FCF/revenue weakness
Marked swings in reported earnings, a sharp 2025 revenue drop and weak FCF growth undermine predictability for reinvestment and debt reduction. This variability complicates forecasting, heightens execution risk for launches and payback of acquisitions, and can constrain strategic flexibility over coming quarters.
Vaccine softness, GenMed pricing and launch execution risks
Softness in key vaccine markets, ongoing GenMed pricing and generic erosion, and specific launch constraints (REMS, care coordination) create structural topline risks. These trends slow portfolio diversification, pressure near-term revenue, and require sustained commercial execution to realize pipeline upside.

GlaxoSmithKline (GSK) vs. SPDR S&P 500 ETF (SPY)

GlaxoSmithKline Business Overview & Revenue Model

Company DescriptionGSK plc, together with its subsidiaries, engages in the research, development, and manufacture of vaccines, and specialty and general medicines to prevent and treat disease in the United Kingdom, the United States, and internationally. It operates through two segments, Commercial Operations and Total R&D. The company offers shingles, meningitis, respiratory syncytial virus, flu, polio, influenza, and pandemic vaccines. It also provides medicines for HIV, oncology, respiratory/immunology, and other specialty medicine products, as well as inhaled medicines for asthma and chronic obstructive pulmonary disease, and antibiotics for infections. It has a collaboration agreement with CureVac to develop mRNA-based influenza vaccines, and with Wave Life Sciences and Elsie Biotechnologies, Inc for oligonucleotide platform development; two strategic collaborations with Relation to advance therapeutics for fibrotic diseases and osteoarthritis; and multi-target strategic alliance with GSK to develop breakthrough treatments for people afflicted with Parkinson's disease; as well as collaboration with Flagship Pioneering to discover novel medicines and vaccines. The company was formerly known as GlaxoSmithKline plc and changed its name to GSK plc in May 2022. GSK plc was founded in 1715 and is headquartered in Brentford, the United Kingdom.dom.
How the Company Makes MoneyGSK primarily makes money by selling branded prescription medicines and vaccines to healthcare providers, hospitals, pharmacies, governments, and other purchasers across multiple international markets. A major revenue stream is product sales from its portfolio of patented and branded pharmaceuticals (including specialty and primary-care medicines), where earnings are driven by unit volumes, pricing/reimbursement dynamics, and geographic mix. Another major revenue stream is vaccine sales, which are generated through distribution to national immunization programs, government tenders, and private-market channels; demand can be influenced by immunization schedules, procurement cycles, and public-health funding. In addition to direct product sales, GSK can earn collaboration and licensing-related income such as upfront payments, milestone payments tied to clinical/regulatory/commercial achievements, and royalties from partnered products when applicable; it may also record revenue from supplying products or components under manufacturing and commercialization agreements. Profitability is affected by the balance between high-margin in-market product sales and significant ongoing costs for research and development, clinical trials, manufacturing/quality, and global commercial infrastructure, as well as by patent life cycles, competition (including generics/biosimilars), regulatory outcomes, and reimbursement/market-access decisions.

GlaxoSmithKline Key Performance Indicators (KPIs)

Any
Any
Revenue by Segment
Revenue by Segment
Breaks down revenue by different business segments, highlighting which areas drive the most sales and profitability, and indicating where the company might focus its strategic efforts.
Chart InsightsGSK's Specialty Medicines segment has emerged as a key growth driver, with recent earnings highlighting a 15% sales increase, aligning with its projected dominance by 2031. While the Vaccines segment also shows positive momentum with a 9% rise, challenges persist in China and supply chain costs. The company's strategic focus on R&D and successful FDA approvals bolster its long-term growth outlook, despite delayed product launches. GSK's robust cash generation supports continued investments and shareholder returns, positioning it well to reach the upper end of its 2025 financial guidance.
Data provided by:The Fly

GlaxoSmithKline Earnings Call Summary

Earnings Call Date:Feb 04, 2026
(Q4-2025)
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% Change Since: |
Next Earnings Date:Apr 29, 2026
Earnings Call Sentiment Positive
Overall the call was positive: GSK reported solid FY2025 financial results with strong cash generation, upgraded shareholder returns, robust specialty and HIV growth, multiple pipeline advances and R&D outputs (5 FDA approvals, 7 pivotal starts) and clear BD activity. Offsetting risks include vaccine softness in the U.S. and China inventory issues, product-specific launch execution challenges (BLENREP, ZEJULA), GenMed pricing/generic pressures, currency headwinds and one-off charges; however management provided explicit 2026 guidance (sales 3–5%, core op profit/EPS +7–9%) and articulated a plan to accelerate the pipeline and commercial execution which suggests the positives materially outweigh the negatives.
Q4-2025 Updates
Positive Updates
Strong Full-Year Financial Performance
Sales up 7% to more than GBP 32 billion; core operating profit up 11%; core EPS up 12%; operating margin improved by 110 basis points (reported margin 29.9% impacted by currency).
Robust Cash Generation and Capital Returns
Cash generated from operations GBP 8.9 billion (more than GBP 10 billion excluding Zantac); free cash flow GBP 4.0 billion (more than GBP 5.0 billion excluding Zantac); underlying free cash generation > GBP 8 billion before investments; shareholder distributions ~GBP 4 billion (dividend upgraded 2p to 66p declared; 2026 dividend guidance 70p, +6%); 93 million shares repurchased (avg price 1473) with remaining GBP 0.6 billion buyback to complete; net debt/EBITDA ~1.3x stable.
Specialty Medicines Driving Growth
Specialty medicines sales increased 17%; Respiratory Immunology & Inflammation +18% (Benlysta +22%; Nucala +15% and delivered $2 billion, marking 10th consecutive year of double-digit growth); Oncology: Jemperli +89%, Ojjaara +60%; BLENREP approved in 15 markets; Exdensur approved in U.S., U.K. and Japan. Company expects specialty sales to grow low double-digit in 2026.
HIV Franchise Momentum
HIV sales up 11% in FY2025 (U.S. +14%); Cabenuva grew 42% and now represents >75% U.S. uptake in the quarter; long-acting injectables accounted for >75% of growth and ~1/3 of U.S. sales; Aplitude (long-acting PrEP) grew 62%; guidance for HIV mid- to high-single-digit growth in 2026 and Q6M regimen selection planned mid-year with Phase II progression toward a 2028–2030 launch cadence.
Productive R&D and Pipeline Progress
Five FDA approvals in 2025 and seven new pivotal trial starts; several important programs advancing (Efimosfermin Phase III starts, Nebula planned, Bepirovirsen positive Phase III B‑WELL 1 & 2 readouts for chronic hepatitis B, KALM-2 last patient first visit for Camlipixant with mid-2026 Phase III data expected, DREAM trials and other pivotal starts planned); company plans ~10 pivotal starts in 2026 including >5 ADC pivotal starts and further oncology, MASH and HIV pivotal programs.
Active Business Development to Enhance Pipeline
Acquisition agreement to acquire Rapp Therapeutics (Ozureprubart, an anti-IgE for food allergy in Phase II); added 3 potentially best-in-class clinical-stage specialty assets via BD; continued focus on smart BD to accelerate portfolio value.
Negative Updates
Vaccine Market Headwinds and Mixed Performance
Vaccines sales up only 2% to GBP 9.2 billion; Shingrix up 8% driven by ex-U.S. and Japan but U.S. immunization rates slowing and partner-managed inventory in China weighing on growth; Arexvy up 2% but company expects low single-digit decline to stable in 2026; Shingrix U.S. momentum described as slowing.
GenMed Pressures and Pricing/Gx Risks
General Medicines slightly down for the year with TRELEGY growth offset by declines elsewhere; company expects GenMed sales to be in a low single-digit decline to stable in 2026 due to pricing pressures and generic competition; U.S. impact from Medicare redesign (Inflation Reduction Act) ran near the upper end of the GBP 400–500 million range.
Product-Specific Setbacks and Launch Execution Risks
ZEJULA sales decreased due to FDA labeling restrictions; BLENREP launch expected to be a slow ramp because of REMS requirements and the need to coordinate with eye-care professionals (account openings and care coordination are rate-limiting); Exdensur launch expected to be gradual despite strong clinical profile.
Currency and Margin Headwinds
Currency exposure flagged as a headwind: if rates hold at 28 Jan levels, expected impact of about -3% on sales and -6% on operating profit; currency lowered reported margin to 29.9% for the year despite underlying margin improvement.
One-off Costs and Ongoing Settlements
Zantac payments of GBP 1.2 billion in 2025 (GBP 1.9 billion total) and core Q4 charges of GBP 300 million (split evenly across supply chain and SG&A) to drive productivity were taken in 2025; these items affected cash flow and margin phasing.
Competitive & Exclusivity Risk in HIV Franchise
Dolutegravir loss of exclusivity (LOE) starts in 2028 creating a glide‑path risk to existing regimens; replacement via long-acting assets (Q4M and Q6M) is the intended mitigation but execution and timing are critical and carry uncertainty.
R&D Restructuring and Headcount Uncertainty
Reported reductions in R&D headcount (~350 people across U.S. and U.K. cited in Q&A) and comments on reallocating/simplifying resources imply potential execution and transition risk as the organisation shifts focus and redeploys staff/capital.
Company Guidance
GSK guided to another year of profitable growth for 2026, forecasting sales up 3–5% at constant exchange rates, core operating profit and core EPS each up 7–9%, and a 70p dividend (a 6% increase). By product area, specialty is expected to grow at a low double‑digit rate (HIV mid‑ to high‑single digit), while vaccines and GenMed are expected to be flat to a low single‑digit decline, with sales evenly phased through the year. On the P&L GSK expects low‑single‑digit SG&A growth, R&D to grow ahead of sales, continued gross‑margin benefit from the portfolio transition and supply‑chain efficiencies, and H2‑weighted operating‑profit delivery after GBP 300m of Q4’25 charges and the Q2 annualization of the RSV settlement; currency at 28 Jan rates could reduce sales by ~3% and operating profit by ~6%. The company reiterated cash strength—on track for >£10bn cash generation in 2026 (underlying free cash generation >£8bn pre‑decisions), free cash flow was £4bn in 2025 (£>5bn excl. Zantac), net debt/EBITDA ~1.3x—and noted £4bn of 2025 shareholder distributions (93m shares repurchased at an average price of 1,473 with £0.6bn of buyback remaining); taking midpoints of 2026 ranges implies c.8% sales and c.13% operating‑profit CAGR for 2021–2026.

GlaxoSmithKline Financial Statement Overview

Summary
Strong profitability (consistently high gross margins and improved operating/EBITDA margins in the latest period) and consistently positive operating cash flow/free cash flow. Offsetting factors are a leveraged capital structure (debt-to-equity >1.0), volatile reported earnings, weak/negative recent free-cash-flow growth (including a steep 2025 decline), and a sharp revenue drop in the most recent annual period.
Income Statement
72
Positive
Revenue has been relatively stable over the last few years, but the latest annual period shows a sharp decline (2025 vs. 2024). Profitability is a clear strength: gross margins are consistently strong (~67%–73%) and operating profitability improved materially in 2025 versus 2024 (higher operating and EBITDA margins). Net margin also rebounded in 2025 versus 2024, but earnings have been volatile across the period, including an outsized profit year in 2022 that suggests non-recurring dynamics and reduces perceived consistency.
Balance Sheet
58
Neutral
Leverage is the main constraint: debt-to-equity has remained above 1.0 in every year provided, indicating a meaningfully debt-funded capital structure. The trend improved versus the 2022 peak (when leverage was notably higher), supported by higher equity and lower debt versus earlier years. Returns on equity look strong in several years (especially 2025), but they are uneven and were exceptionally high in 2022, which can reflect one-time items and/or the impact of leverage rather than purely steady operating performance.
Cash Flow
61
Positive
Cash generation is solid in absolute terms, with operating cash flow and free cash flow consistently positive across the period. Free cash flow covered a good portion of earnings in most years (improving in 2025 versus 2024). However, free cash flow growth is weak/negative in recent years (including a steep decline in 2025), and operating cash flow covers only a modest share of total debt, implying limited near-term debt paydown capacity without sustained cash flow improvement.
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue31.95B31.38B30.33B29.32B24.70B
Gross Profit23.18B22.33B21.76B19.77B16.53B
EBITDA11.62B6.67B9.08B8.60B6.49B
Net Income5.59B2.58B4.93B14.96B4.38B
Balance Sheet
Total Assets61.01B59.46B75.22B60.15B107.14B
Cash, Cash Equivalents and Short-Term Investments3.40B3.71B6.61B7.88B5.87B
Total Debt17.69B16.99B22.97B20.99B32.74B
Total Liabilities45.02B46.38B58.91B50.05B78.23B
Stockholders Equity16.35B13.67B17.01B10.60B20.39B
Cash Flow
Free Cash Flow5.82B3.57B6.26B6.75B5.30B
Operating Cash Flow7.14B6.55B7.89B8.16B7.95B
Investing Cash Flow-5.72B-1.23B-2.40B-10.88B-1.78B
Financing Cash Flow-1.59B-4.73B-6.07B2.05B-7.59B

GlaxoSmithKline Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price51.84
Price Trends
50DMA
54.33
Negative
100DMA
50.87
Positive
200DMA
45.04
Positive
Market Momentum
MACD
-0.93
Positive
RSI
33.72
Neutral
STOCH
9.83
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GSK, the sentiment is Neutral. The current price of 51.84 is below the 20-day moving average (MA) of 55.71, below the 50-day MA of 54.33, and above the 200-day MA of 45.04, indicating a neutral trend. The MACD of -0.93 indicates Positive momentum. The RSI at 33.72 is Neutral, neither overbought nor oversold. The STOCH value of 9.83 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GSK.

GlaxoSmithKline Risk Analysis

GlaxoSmithKline disclosed 1 risk factors in its most recent earnings report. GlaxoSmithKline reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

GlaxoSmithKline Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
£215.50B28.1323.00%1.53%10.20%40.57%
71
Outperform
$187.49B22.8496.65%3.00%11.03%65.22%
71
Outperform
$117.06B15.6139.27%4.84%1.26%
69
Neutral
$108.22B-31.4214.71%4.58%-9.32%120.62%
67
Neutral
$104.08B28.7537.19%3.41%5.97%128.66%
64
Neutral
$153.36B18.218.67%6.65%4.44%128.96%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GSK
GlaxoSmithKline
51.84
14.75
39.76%
AMGN
Amgen
347.80
42.98
14.10%
BMY
Bristol-Myers Squibb
57.48
-0.63
-1.09%
PFE
Pfizer
26.97
2.60
10.67%
SNY
Sanofi
44.60
-9.60
-17.72%
GB:AZN
AstraZeneca
13,896.00
2,640.17
23.46%

GlaxoSmithKline Corporate Events

GSK Wins First U.S. Approval for Lynavoy in PBC-Related Itch, Advancing Hepatology Push
Mar 19, 2026

On 19 March 2026, GSK announced that the U.S. Food and Drug Administration approved Lynavoy (linerixibat), an ileal bile acid transporter inhibitor, as the first medicine in the U.S. specifically indicated for cholestatic pruritus in adults with primary biliary cholangitis, a rare autoimmune liver disease. The decision, underpinned by positive phase III GLISTEN trial data and orphan drug designations, marks GSK’s first liver therapy approval, strengthens its position in hepatology just days after agreeing to license global rights to linerixibat to Alfasigma, and could significantly improve quality of life for PBC patients as regulatory reviews continue in Europe, the U.K., Canada and China.

The most recent analyst rating on (GSK) stock is a Hold with a $58.00 price target. To see the full list of analyst forecasts on GlaxoSmithKline stock, see the GSK Stock Forecast page.

GSK Discloses Chief People Officer’s March 16 ADS Purchase Under Pension Plan
Mar 18, 2026

On March 16, 2026, GSK plc reported that its Chief People Officer, Diana Conrad, acquired 12.430 American Depositary Shares in the company through participation in the GSK pension plan at a price of $54.41 per ADS on the New York Stock Exchange. The transaction, disclosed in a March 2026 filing with the U.S. Securities and Exchange Commission, reflects routine executive share acquisition under employee benefit arrangements and provides additional transparency to investors regarding management’s equity holdings.

The most recent analyst rating on (GSK) stock is a Hold with a $58.00 price target. To see the full list of analyst forecasts on GlaxoSmithKline stock, see the GSK Stock Forecast page.

GSK Expands March Buyback With 732,112-Share Repurchase
Mar 18, 2026

On 17 March 2026, GSK plc repurchased 732,112 of its ordinary shares, with prices ranging between 2,002p and 2,036p and a volume-weighted average price of 2,016.45p, acting via BNP Paribas under its non‑discretionary buyback agreement. The shares will be held in treasury, bringing total treasury stock to 251,176,615 shares, or 6.18% of voting rights, and leaving 4,064,994,150 shares in issue, a move that continues GSK’s ongoing capital management programme and marginally increases earnings per share for remaining investors.

Since the buyback programme’s start on 17 February 2026, GSK has bought 11,285,521 shares in aggregate, signalling sustained management confidence in the company’s valuation and balance-sheet strength. The updated total voting rights figure of 4,064,994,150 will be used by shareholders to assess whether they must disclose changes in ownership under U.K. transparency rules, underscoring the governance implications of the transaction for institutional investors and other major holders.

The most recent analyst rating on (GSK) stock is a Hold with a $58.00 price target. To see the full list of analyst forecasts on GlaxoSmithKline stock, see the GSK Stock Forecast page.

GSK Discloses Notional ADS Acquisition by US President Under Executive Savings Plan
Mar 17, 2026

On 13 March 2026, GSK reported that its US president, Maya Martinez-Davis, acquired a small number of notional American Depositary Shares through her GSK Executive Supplemental Savings Plan account. The transaction, executed on the New York Stock Exchange at a price of $53.39 per ADS for 129.152 notional ADS, represents routine dealing by a senior executive and underscores ongoing alignment of management incentives with shareholder interests.

The notification, filed with the U.S. Securities and Exchange Commission on 17 March 2026, forms part of GSK’s regular disclosure obligations for transactions by persons discharging managerial responsibilities. While modest in scale, such reported dealings provide investors with additional transparency around executive exposure to GSK’s equity-linked instruments and the company’s approach to long-term compensation structures.

The most recent analyst rating on (GSK) stock is a Hold with a $58.00 price target. To see the full list of analyst forecasts on GlaxoSmithKline stock, see the GSK Stock Forecast page.

GSK Boosts Treasury Stock With Latest Share Buyback on 16 March 2026
Mar 17, 2026

On 16 March 2026, GSK repurchased 628,000 ordinary shares of 31.25 pence each through BNP Paribas at prices between 2,026p and 2,052p, with a volume-weighted average price of 2,035.82p, as part of its ongoing share buyback programme. The shares will be held in treasury, taking total treasury holdings to 250,444,503 shares, leaving 4,065,726,262 shares in issue and establishing total voting rights at the same figure, with 6.16% of voting rights now attributable to treasury shares under UK disclosure rules.

The latest transaction brings GSK’s cumulative purchases since 17 February 2026 to 10,553,409 ordinary shares, underscoring the company’s continued capital-return strategy and active balance-sheet management. By increasing treasury holdings and confirming the updated denominator for voting-right calculations, the buyback affects institutional and retail investors’ disclosure thresholds and slightly concentrates ownership among remaining free-float shareholders while signalling management’s confidence in the company’s valuation.

The most recent analyst rating on (GSK) stock is a Hold with a $58.00 price target. To see the full list of analyst forecasts on GlaxoSmithKline stock, see the GSK Stock Forecast page.

GSK Discloses Dividend-Funded ADS Acquisition by U.S. President Martinez-Davis
Feb 27, 2026

On February 20, 2026, GSK plc reported that Maya Martinez-Davis, President, US, acquired notional American Depositary Shares through the reinvestment of dividends in her GSK Executive Supplemental Savings Plan account. The single transaction, executed on the New York Stock Exchange at a price of $59.52 per ADS for 70.566 notional ADS, was disclosed on February 27, 2026, underscoring routine executive participation in the company’s equity-based compensation and savings programs.

This disclosure highlights continued alignment between GSK’s U.S. leadership and shareholder interests through exposure to the company’s ADS performance. While the transaction is relatively small in scale, such filings offer investors additional transparency into executive holdings and reinforce governance practices expected of a major foreign private issuer in the U.S. market.

The most recent analyst rating on (GSK) stock is a Hold with a $70.00 price target. To see the full list of analyst forecasts on GlaxoSmithKline stock, see the GSK Stock Forecast page.

GSK Buys Back 545,000 Shares as Treasury Stock in February Programme
Feb 27, 2026

On 26 February 2026, GSK plc repurchased 545,000 of its ordinary shares at prices between 2,155p and 2,211p, with a volume-weighted average price of 2,186.88p, under its ongoing share buyback programme executed via BNP Paribas SA. The shares, which will be held as treasury stock, lift total purchases since 17 February 2026 to 3,706,000 shares and leave GSK with 4,072,555,332 voting shares in issue and 5.98% of its voting rights now held in treasury, information that helps investors assess dilution, voting power and the scale of the company’s capital return activity.

The most recent analyst rating on (GSK) stock is a Hold with a $70.00 price target. To see the full list of analyst forecasts on GlaxoSmithKline stock, see the GSK Stock Forecast page.

GSK’s Bepirovirsen Wins First Global Regulatory Review in Japan for Chronic Hepatitis B
Feb 26, 2026

On 26 February 2026, GSK announced that Japan’s Ministry of Health, Labour and Welfare accepted for review a new drug application for bepirovirsen, an investigational antisense oligonucleotide for adults with chronic hepatitis B. This represents the first global regulatory filing for the potential first-in-class therapy in a country where nearly one million people live with the disease and chronic hepatitis B remains a leading cause of liver cancer.

The filing is backed by positive Phase III B-Well 1 and B-Well 2 trial data, in which bepirovirsen plus standard of care achieved statistically significant and clinically meaningful functional cure rates versus standard care alone, with an acceptable safety and tolerability profile. The drug, licensed from Ionis and already granted SENKU designation in Japan as well as other expedited statuses globally, could materially strengthen GSK’s position in hepatitis B if approved, opening a new market opportunity and potentially reshaping the standard of care in a large, underserved patient population.

The most recent analyst rating on (GSK) stock is a Hold with a $70.00 price target. To see the full list of analyst forecasts on GlaxoSmithKline stock, see the GSK Stock Forecast page.

GSK’s Linerixibat Wins Priority Review in China for PBC-Related Itch
Feb 26, 2026

GSK plc said on 26 February 2026 that China’s National Medical Products Administration has accepted its new drug application for linerixibat for priority review to treat cholestatic pruritus in patients with primary biliary cholangitis, a rare autoimmune liver disease. The oral IBAT inhibitor previously showed rapid, significant and sustained itch and sleep-related improvements versus placebo in the phase III GLISTEN trial, with a safety profile consistent with prior studies.

The move underscores GSK’s push into hepatology and could address a major unmet need in China, where around 280,000 people are affected by PBC and up to 89% experience cholestatic pruritus with few effective options. Linerixibat has orphan drug status in the US, EU and Japan, while parallel marketing reviews are under way in the US, EU, UK and Canada, positioning the asset as a potential first-in-class global therapy if approvals follow.

The most recent analyst rating on (GSK) stock is a Hold with a $70.00 price target. To see the full list of analyst forecasts on GlaxoSmithKline stock, see the GSK Stock Forecast page.

GSK Expands February Buyback, Lifts Treasury Stake to 5.97%
Feb 26, 2026

On 25 February 2026, GSK plc repurchased 455,000 ordinary shares at a volume-weighted average price of 2,209.58 pence, as part of its ongoing share buyback programme executed through BNP Paribas. The shares will be held in treasury, lifting treasury holdings to 243,052,094 shares and leaving 4,073,100,332 shares in issue, which sets the new total voting-rights denominator and results in 5.97% of voting rights now represented by treasury shares.

Since the non-discretionary buyback agreement with the broker took effect on 17 February 2026, GSK has cumulatively bought 3,161,000 ordinary shares, signalling continued capital-return activity and active management of its share capital structure. The updated voting-rights figure provides clarity for investors monitoring disclosure thresholds under U.K. transparency rules and may influence institutional investors’ reporting and governance calculations.

The most recent analyst rating on (GSK) stock is a Hold with a $70.00 price target. To see the full list of analyst forecasts on GlaxoSmithKline stock, see the GSK Stock Forecast page.

GSK Discloses Pension Plan ADS Purchase by Chief People Officer
Feb 25, 2026

On 13 February 2026, GSK disclosed that Chief People Officer Diana Conrad acquired American Depositary Shares in the company through a GSK pension plan transaction on the New York Stock Exchange. The purchase, documented in a Form 6-K filed on 25 February 2026 with the U.S. Securities and Exchange Commission, highlights ongoing equity-based participation by senior management, aligning executive interests more closely with GSK shareholders.

The most recent analyst rating on (GSK) stock is a Hold with a $70.00 price target. To see the full list of analyst forecasts on GlaxoSmithKline stock, see the GSK Stock Forecast page.

GSK Discloses February Director Share Acquisition via 401(k) Dividend Reinvestment
Feb 25, 2026

On 20 February 2026, GSK plc reported that non-executive director Dr Hal Barron acquired 64 American Depositary Shares in the company at a price of $59.52 each through his GSK 401(k) plan, following the reinvestment of dividends. The small director dealing, executed on the New York Stock Exchange and disclosed on 25 February 2026, marginally increases Barron’s equity exposure to GSK and provides routine transparency for investors on insider holdings in the biopharma group.

The most recent analyst rating on (GSK) stock is a Hold with a $70.00 price target. To see the full list of analyst forecasts on GlaxoSmithKline stock, see the GSK Stock Forecast page.

GSK Expands February 2026 Share Buyback, Lifts Treasury Holdings to Nearly 6%
Feb 25, 2026

On 24 February 2026, GSK plc repurchased 477,000 of its 31¼ pence ordinary shares on the London Stock Exchange and Cboe Europe venues at prices between 2,175p and 2,217p, with a volume-weighted average of 2,200.50p per share. The shares, acquired through BNP Paribas SA under a non-discretionary mandate, will be held in treasury as part of the company’s existing share buyback programme.

Since the buyback arrangement commenced on 17 February 2026, GSK has bought a total of 2,706,000 ordinary shares, signalling continued capital returns to shareholders and active balance sheet management. Following the latest transaction, GSK holds 242,597,094 shares in treasury, leaving 4,073,555,332 shares in issue and the same number of voting rights outstanding, with treasury holdings representing 5.96% of voting rights under UK disclosure rules.

The most recent analyst rating on (GSK) stock is a Hold with a $70.00 price target. To see the full list of analyst forecasts on GlaxoSmithKline stock, see the GSK Stock Forecast page.

GSK to Acquire 35Pharma in $950 Million Pulmonary Hypertension Bet
Feb 25, 2026

On 25 February 2026, GSK announced an agreement to acquire Canada-based 35Pharma Inc., a private clinical-stage biopharmaceutical company developing novel TGF-beta superfamily therapeutics, for $950 million in cash, subject to customary regulatory approvals in the U.S. and Canada. The deal brings into GSK’s portfolio HS235, an investigational activin signalling inhibitor that has completed phase I trials and is moving into studies for pulmonary arterial hypertension and pulmonary hypertension due to heart failure with preserved ejection fraction, potentially enhancing GSK’s RI&I pipeline with a differentiated profile that may lower bleeding risk and deliver metabolic benefits in a rapidly growing PH market forecast to reach $18 billion by 2032.

The most recent analyst rating on (GSK) stock is a Hold with a $70.00 price target. To see the full list of analyst forecasts on GlaxoSmithKline stock, see the GSK Stock Forecast page.

GSK Discloses February 20 Executive Notional ADS Acquisitions via Dividend Reinvestment
Feb 24, 2026

On 20 February 2026, GSK reported that non-executive director Dr Hal Barron acquired 2,007.552 notional American Depositary Shares in his Executive Supplemental Savings Plan through the reinvestment of dividends at a price of $59.52 per ADS. On the same date, SVP and Group General Counsel James Ford obtained 47.46 notional ADS under the same plan and pricing, highlighting routine dividend-related equity accruals for senior leadership but implying no change to GSK’s broader capital structure or strategic direction.

These transactions, disclosed in a Form 6-K filed on 24 February 2026, occurred on the New York Stock Exchange and reflect standard alignment of executive and board interests with shareholders through ongoing participation in company equity schemes. For investors, the filings are primarily a matter of regulatory transparency around management dealings, rather than indicators of a shift in GSK’s operational or financial outlook.

The most recent analyst rating on (GSK) stock is a Hold with a $70.00 price target. To see the full list of analyst forecasts on GlaxoSmithKline stock, see the GSK Stock Forecast page.

GSK Boosts Treasury Stock With Fresh Buybacks, Updates Voting Rights
Feb 24, 2026

On 23 February 2026 GSK repurchased 462,000 ordinary shares at prices between 2,184p and 2,213p, at a volume‑weighted average of 2,200.95p, via BNP Paribas under its existing share buyback programme. The shares will be held in treasury, bringing total treasury holdings to 242,120,094 shares, while shares in issue excluding treasury stand at 4,074,032,332, which is also the updated total voting rights figure for regulatory disclosure purposes.

Since the non‑discretionary arrangement with the broker began on 17 February 2026, GSK has bought back 2,229,000 shares in aggregate, with the treasury position now representing 5.94% of voting rights in accordance with U.K. disclosure rules. The latest transactions underscore the company’s ongoing capital‑return strategy and slightly enhance earnings per share and ownership concentration for remaining shareholders by reducing the free float over time.

The most recent analyst rating on (GSK) stock is a Hold with a $70.00 price target. To see the full list of analyst forecasts on GlaxoSmithKline stock, see the GSK Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Feb 06, 2026