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GSK

GlaxoSmithKline PLC ADR

NYSE: GSK · HEALTHCARE · DRUG MANUFACTURERS - GENERAL

$52.31
+1.77% today

Updated 2026-04-30

Market cap
$108.66B
P/E ratio
14.52
P/S ratio
3.33x
EPS (TTM)
$3.75
Dividend yield
3.26%
52W range
$34 – $61
Volume
4.7M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

GlaxoSmithKline PLC ADR (GSK) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$52.31
Consensus
$56,870.00
+108617.26%
2030 Target
$362.82
+593.60%
DCF
$56.89
-2.81% MoS
24 analysts:
1 Buy2 Hold1 Sell

Management guidance

New CEO (as of Feb 2026) signaled acceleration in R&D and M&A activity. Company targeting £40bn ($55bn USD) in long-term sales, with 15+ major drug launches by 2030. Management confirmed FY2026 revenue guidance of £34.86bn ($47.8bn USD equivalent). Recent pipeline expansion includes $950M pulmonary hypertension acquisition and $1B China RNA deal, indicating confidence in near-term growth acceleration.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$606.58
$60.5B Rev × 20x P/S
Base case (2030)
$362.82
$60.5B Rev × 12x P/S
Bear case (2030)
$243.77
$60.5B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2029 (E)2030 (E)
Revenue$30.3B$31.4B$32.0B$47.8B$50.3B$56.8B$60.5B
Revenue growth—3.5%1.8%6.7%5.2%6.7%6.3%
EPS$3.87$4.06$4.59$2.57$2.78$3.38$3.72
P/S ratio———12.0x12.0x12.0x12.0x
Implied price———$289.12$300.46$340.14$362.82

Catalysts & risks

Growth catalysts
+ AREXVY RSV vaccine expanded age indication (18-49 at-risk adults) approved March 2026; real-world study shows reductions in heart attack, stroke, COPD/asthma flare-ups
+ Bepirovirsen (first-in-class chronic hepatitis B ASO) EMA MAA accepted March 2026; addresses 250M+ global patients; Phase III trials showed statistically significant functional cure rates
+ 15+ major drug launches targeted by 2030 per new CEO; includes Exdensur (asthma approved China March 2026), Lynavoy (cholestatic pruritus FDA approved), Nucala COPD expansion
+ Specialty medicines segment grew 17% in Q4 2025; driving mix improvement and higher margin profile
+ Aggressive share buyback program (14.5M shares repurchased since mid-Feb 2026) provides EPS accretion
+ £40bn ($55bn) long-term sales target signals 68% upside to 2025 baseline; implies 7-8% CAGR through 2030
Key risks
- Vaccine market headwinds; RSV vaccine peak sales expectations uncertain; HIV market maturation pressures ViiV Healthcare (Pfizer exiting stake as of April 2026)
- Litigation risk: Boostrix class action settlement ($50-$10 per claimant) settled March 2026; hepatitis B litigation legacy risk remains
- Patent expirations: Key older drugs facing generic competition; heavy reliance on new launches (15 by 2030) to sustain growth
- Analyst rating downgrades dominate recent months (Barclays downgrade Jan 2026, Jefferies/Guggenheim/UBS downgrades 2024); sentiment mixed despite strong earnings beat
- Macroeconomic sensitivity: Healthcare defensive, but pharma pricing pressure from healthcare reform; UK/EU pricing regulation risk
- FX headwind: GBP weakness vs USD; company reports in GBP but USD revenue conversion impacts

Methodology

GlaxoSmithKline PLC ADR's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 24 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 6, 2026.