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Source document· December 23, 2025

5 Big Drug Stocks That May Continue to Outperform in 2026

View original at finance.yahoo.com
5 Big Drug Stocks That May Continue to Outperform in 2026 After a weak first half, the drug and biotech sector has recovered in the past 2-3 months, with most large drugmakers signing drug pricing agreements with the Trump administration…
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  • J&J is on track to achieve a mid-30s percentage core operating margin by 2026

    80% confidence
  • A substantial portion of growth through 2029 is expected to be driven by the robust performance of Skyrizi and Rinvoq

    80% confidence
  • Orforglipron has the potential to be a more convenient alternative to injectable treatments like Zepbound and rival Novo Nordisk's Wegovy

    80% confidence
  • J&J expects better growth in the MedTech business in 2026 than 2025 levels, driven by increased adoption of newly launched products across all MedTech platforms and increased focus on higher-growth markets

    80% confidence
  • J&J expects accelerated growth in the Innovative Medicine segment to be driven by its key products as well as new drugs and recently launched products in 2026

    80% confidence
  • Rapid innovation, increased use of AI in drug development, positive pipeline/regulatory developments and continued M&A momentum signal a favorable growth outlook for 2026

    80% confidence
  • Amgen expects key drugs like Repatha, Evenity, Tezspire and oncology and rare disease drugs, as well as biosimilars, to continue to drive top-line growth in 2026

    80% confidence
  • AstraZeneca believes it can post industry-leading top-line growth in the 2025-2030 period

    80% confidence
  • Mounjaro and Zepbound are expected to continue to see strong demand in 2026

    80% confidence
  • Strong immunology market growth, market share gains and momentum from new indications are expected to drive Skyrizi and Rinvoq growth

    80% confidence
  • The pending separation of its Orthopaedics franchise in the MedTech segment should improve its MedTech unit's growth and margins, as the Orthopaedics franchise has been a slow-growth business for J&J

    80% confidence
  • Sales of Prolia and Xgeva are expected to erode in the fourth quarter of 2025 and in 2026, as some biosimilars have been launched in the U.S. market

    80% confidence
  • AstraZeneca believes that many of the new medicines will have the potential to generate more than $5 billion in peak-year revenues

    80% confidence
  • AstraZeneca expects to generate $80 billion in total revenues by 2030

    80% confidence
  • AstraZeneca plans to launch 20 new medicines by 2030, with nine new medicines already launched/approved

    80% confidence
  • AbbVie expects a high single-digit CAGR through 2029, with no significant LOE events for the rest of this decade

    80% confidence
  • Innovation is at its peak for the industry, with key spaces like obesity, cell and gene therapy, inflammation, rare disease, neuroscience and next-gen oncology treatments attracting investor attention

    80% confidence

Data points we hold from this source

AbbVie Inc. · eps estimate14.42 USD
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What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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