Viatris (VTRS)
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-07-07
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Track VTRS free→Viatris aims for about $14.7B revenue in 2026. Free cash flow should reach $2.15B. New products brought $71M revenue in Q1. The company is cutting costs to improve profits.
Revenue growth is slow and guidance was cut recently. The company is still loss making. Cost cuts may not be enough to fix problems.
The price is about 20% below our fair value near $21. Analysts expect about 2% revenue growth. We see risk from recent guidance cuts and cost issues.
Breaks if: Cost savings do not materialize or reverse in 2026
Viatris continues its enterprise-wide strategic review to enhance focus and efficiency.
Breaks if: Free cash flow falls below $2.0B in FY26
Viatris reaffirms its 2026 financial guidance, maintaining revenue and cash flow targets.
Stated in 3 of last 3 quarters. Revenue guidance for 2026 is $14,450M to $14,950M, and Free Cash Flow guidance is $1,950M to $2,350M. Despite reaffirming guidance, actual revenue for 2025-Q4 was $3,733.9M, showing limited progress towards the annual target.
Breaks if: New product revenue fails to grow beyond $71M in Q1 run rate
Viatris is advancing its product pipeline with key launches and milestones.
Newly stated in 2026-Q1. Viatris generated $71M in new product revenues in the quarter, with expectations to deliver $450M to $550M in 2026. This indicates initial progress in advancing its product pipeline.
Breaks if: Revenue falls below $13.9B in FY26
Viatris reaffirms its 2026 financial guidance, maintaining revenue and cash flow targets.
Stated in 3 of last 3 quarters. Revenue guidance for 2026 is $14,450M to $14,950M, and Free Cash Flow guidance is $1,950M to $2,350M. Despite reaffirming guidance, actual revenue for 2025-Q4 was $3,733.9M, showing limited progress towards the annual target.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Viatris is reaffirming its 2026 financial guidance ranges, as set forth below.”
“The Company is providing the following financial guidance metrics for fiscal year 2026.”
“we are raising and narrowing our financial guidance ranges across certain metrics”
“Progresses key launches and pipeline milestones across multiple products.”
“Viatris is reaffirming its 2026 financial guidance ranges, as set forth below.”
“The Company is providing the following financial guidance metrics for fiscal year 2026.”
“we are raising and narrowing our financial guidance ranges across certain metrics”