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Lonza Group (LZAGY)
OTHER OTC:LZAGY
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Lonza Group (LZAGY) Price & Analysis

126 Followers

LZAGY Stock Chart & Stats

$66.71
$0.25(0.41%)
At close: 4:00 PM EST
$66.71
$0.25(0.41%)

Bulls Say, Bears Say

Bulls Say
Upgraded 2026 GuidanceManagement's explicit guidance for double-digit constant-currency revenue growth and entry into a >32% CORE EBITDA corridor demonstrates durable operational leverage and disciplined margin expansion. This implies sustainable profit improvement from higher contract volumes and efficiency gains over the medium term.
Large Contracting PipelineA CHF 10bn+ contracting backlog provides long-term revenue visibility and de-risks growth by locking in multi-year manufacturing and supply agreements. For a CDMO, this converts capacity investments into predictable future cash flows and supports steady utilization over several years.
High‑Margin PlatformsStrong organic growth in high-margin platforms like Advanced Synthesis (margins ~42%) demonstrates portfolio quality and pricing power. High-margin businesses anchor overall profitability, improving resilience to top-line volatility and enabling reinvestment into specialized capacity.
Bears Say
Weak Cash ConversionPersistently negative free cash flow and low operating cash conversion versus reported earnings constrain financial flexibility. Over the medium term this limits capacity to pay down debt, fund buybacks or increase returns without continued high capex or asset sales, raising funding risk.
CapEx And Working Capital IntensitySustained high capital spending and elevated working capital needs compress free cash flow and elongate payback periods. Large, multi-year growth projects increase execution risk and require reliable contracting to earn returns; failure or delays could dilute returns and postpone cash generation.
Operational Risk In Specialized ModalitiesOperational setbacks in Cell & Gene and other specialized modalities risk delaying revenue recognition, harming customer trust, and requiring remediation spend. Given these areas are strategic growth drivers, execution failures can materially slow long-term expansion and raise competitive vulnerability.

Lonza Group News

LZAGY FAQ

What was Lonza Group’s price range in the past 12 months?
Lonza Group lowest stock price was $59.16 and its highest was $73.76 in the past 12 months.
    What is Lonza Group’s market cap?
    Lonza Group’s market cap is $41.79B.
      When is Lonza Group’s upcoming earnings report date?
      Lonza Group’s upcoming earnings report date is Jul 22, 2026 which is in 38 days.
        How were Lonza Group’s earnings last quarter?
        Lonza Group released its earnings results on Jan 28, 2026. The company reported $1.075 earnings per share for the quarter, missing the consensus estimate of $1.191 by -$0.116.
          Is Lonza Group overvalued?
          According to Wall Street analysts Lonza Group’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Lonza Group pay dividends?
            Lonza Group pays a Annually dividend of $0.571 which represents an annual dividend yield of 0.63%. See more information on Lonza Group dividends here
              What is Lonza Group’s EPS estimate?
              Lonza Group’s EPS estimate is 1.09.
                How many shares outstanding does Lonza Group have?
                Lonza Group has 702,290,200 shares outstanding.
                  What happened to Lonza Group’s price movement after its last earnings report?
                  Lonza Group reported an EPS of $1.075 in its last earnings report, missing expectations of $1.191. Following the earnings report the stock price went down -2.261%.
                    Which hedge fund is a major shareholder of Lonza Group?
                    Currently, no hedge funds are holding shares in LZAGY
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Lonza Group

                      Lonza Group AG, along with its various affiliates, provides a comprehensive array of offerings for the pharmaceutical, biotechnology, and nutrition industries. Its global operations extend across Europe, North and Central America, Latin America, Asia, Australia, New Zealand, and other international markets. The company's extensive activities are structured into four main divisions: Biologics, Small Molecules, Cell & Gene, and Capsules & Health Ingredients. The Biologics division specializes in the outsourced development and manufacturing of biopharmaceutical products. This encompasses both clinical and commercial production requirements, overseeing the entire product journey from initial drug substance creation to the final drug product formulation. The Small Molecules segment acts as an integrated service provider for the development and production of small molecule active pharmaceutical ingredients (APIs) and their intermediate compounds. It offers broad support to clients across all stages of design, advancement, and large-scale manufacturing. Lonza's Cell & Gene division is dedicated to developing innovative technologies and platforms that streamline and scale the manufacturing processes for cell and gene therapies. It also delivers expert contract development and manufacturing services, coupled with essential regulatory support, for a wide range of advanced treatments, including allogeneic and autologous cell therapies, exosome-based therapies, and viral vector gene therapies. Additionally, this segment supplies specialized raw materials and crucial technological solutions relevant to the cell and gene therapy, injectable drug, vaccine, and general bio-manufacturing sectors. The Capsules & Health Ingredients segment furnishes various encapsulation products, sophisticated dosage form solutions, and nutritional components to both pharmaceutical and nutraceutical customers. Founded in 1897, the company's primary corporate office is situated in Basel, Switzerland.

                      Lonza Group (LZAGY) Earnings & Revenues

                      LZAGY Company Deck

                      LZAGY Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call communicated a strong operational and financial performance for FY2025 with robust revenue growth (+21.7% ccy), margin expansion (CORE EBITDA 31.6%, +1.4pp) and material free cash flow improvement. Management provided clear evidence of successful Vacaville integration, high contracting activity, and an optimistic 2026 outlook (11%–12% ccy growth and margin above 32%). Key challenges include softness in Specialized Modalities (notably Cell & Gene operational issues), mix-related dilution in Integrated Biologics, FX headwinds and continued high but normalizing CapEx and working capital requirements. On balance, the positive metrics, guidance upgrade to earlier-than-expected margin corridor, strong cash generation and successful integration evidence significantly outweigh the operational and market risks noted.View all LZAGY earnings summaries

                      LZAGY Stock 12 Month Forecast

                      Average Price Target

                      $80.00
                      ▲(19.92% Upside)
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                      Ownership Overview

                      0.03%0.03%99.94%
                      Insiders
                      0.03% Other Institutional Investors
                      99.94% Public Companies and
                      Individual Investors

                      Options Prices

                      Currently, No data available
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