Why Analysts Are Closely Watching Novartis AG (NVS)

Novartis AG (NYSE:NVS) is among the most profitable healthcare stocks to buy. On January 27, Graham Parry from Citi began coverage of Novartis AG (NYSE:NVS) with a Buy rating and a price target of CHF 133, TheFly reported. According to the analyst, the company is well-positioned to sustain its strong momentum, with 5%-6% annual sales growth guidance through 2030.

Earlier on January 20, Novartis AG (NYSE:NVS) said that it is likely to be protected from U.S. tariffs by mid-2026. As told by CEO Vas Narasimhan to CNBC,

We expect to be in a position by middle of this year where we are not really exposed to tariffs, because we’re able to produce in the U.S. for the U.S. We have inventory on hand.

What reaffirms this optimistic view is the company’s agreement with the U.S. government, which is expected to exclude Novartis AG (NYSE:NVS) from tariffs. These comments follow the Trump Administration’s plans to impose 10% tariffs on many European countries, including the UK, Denmark, Sweden, and Germany. The company is also investing in regional supply chains to minimize its exposure to trade policies in the future.

Novartis AG (NYSE:NVS), headquartered in Basel, Switzerland, is a pharmaceutical company. Incorporated in 1996, the company offers Entresto, Cosentyx, and Kisqali, among others.

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Disclosure: None.