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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Chris Schott | JPMorgan | 9 | 0% |
| Steve Scala | TD Cowen | 8 | 63% |
| Dave Risinger | Leerink Partners | 7 | 0% |
| Terence Flynn | Morgan Stanley | 6 | 17% |
| Mohit Bansal | Wells Fargo | 6 | 0% |
| Vamil Divan | Guggenheim | 6 | 17% |
| Asad Haider | Goldman Sachs | 5 | 20% |
| Geoff Meacham | Citigroup | 4 | 0% |
| Tim Anderson | Bank of America | 3 | 67% |
| Trung Huynh | UBS | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 9 | 0% |
| TD Cowen | 1 | 8 | 63% |
| Leerink Partners | 1 | 7 | 0% |
| Wells Fargo | 1 |
| 6 |
| 0% |
| Morgan Stanley | 1 | 6 | 17% |
| Guggenheim | 1 | 6 | 17% |
| Goldman Sachs | 2 | 6 | 17% |
| Citigroup | 1 | 4 | 0% |
AbbVie delivered 12.4% revenue growth to $15 billion with adjusted EPS of $2.65 exceeding guidance by $0.07, driven by exceptional immunology performance as Skyrizi and Rinvoq continued their rapid adoption in IBD and other indications. Neuroscience momentum accelerated across the portfolio while the Crohn's combination platform showed transformational efficacy data. Management raised full-year EPS guidance by $0.12 to $14.08-$14.28 on the strength of the Q1 beat.
Innovation & R&D | Competitive Dynamics | Revenue Growth | Demand | Regulation Policy | Pricing | M&A | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 5 | 7 | 2 | 4 | 2 | 2 |
| 2025Q1 | 4 | 4 | 4 | 1 | 5 | 2 | 1 | 1 |
| 2025Q2 | 3 | 4 | 4 | 4 | 1 | 1 | 2 | 2 |
| 2025Q3 | 5 | 4 | 3 | 2 | 4 | 2 | 1 | 2 |
| 2025Q4 | 7 | 5 | 1 | 1 | 2 | 1 | 1 | 2 |
| 2026Q1 | 7 | 5 | 2 | 2 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 3 | 4 | 3 | 5 | 7 | 7 |
| Competitive Dynamics | 3 | 4 | 4 | 4 | 5 | 5 |
| Revenue Growth | 5 | 4 | 4 | 3 | 1 | 2 |
| Demand | 7 | 1 | 4 | 2 | 1 | 2 |
| Regulation Policy | 2 | 5 | 1 | 4 | 2 | |
| Pricing | 4 | 2 | 1 | 2 | 1 | |
| M&A | 2 | 1 | 2 | 1 | 1 | 3 |
| Product Launch | 2 | 1 | 2 | 2 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ABBV AbbVie | 9 | +12.4% | |
| AMGN Amgen Inc. | 8 | +5.8% | |
| BIIB Biogen | 4 | +1.9% | |
| BMY Bristol Myers Squibb | 4 | +2.6% | |
| GILD Gilead Sciences | 8 | +4.4% | |
| JNJ Johnson & Johnson | 7 | +10.1% | |
| LLY Lilly (Eli) | 10 | +55.5% | |
| MRK Merck & Co., Inc. | 7 | +4.3% | |
| PFE Pfizer | 5 | +5.4% |