Cantor Fitzgerald has lifted its price target for Regeneron Pharmaceuticals to $800.00 from $740.00 and reiterated an Overweight rating on the stock, reflecting refreshed assumptions about the company’s near-term commercial portfolio and modest assigned value across multiple investigational programs.
In a research note, Cantor Fitzgerald analyst Carter Gould pointed to several elements of Regeneron’s pipeline and commercial strategy as contributors to the higher target. The analyst specifically called out the company’s obesity program, life-cycle management efforts for Dupixent, and ongoing development targeting Factor XI as material to the revised valuation.
The firm addressed the imminent fianlimab clinical data readouts in its modeling. Using a sum-of-the-parts framework, Cantor Fitzgerald estimated that the direct impact of those results on the stock could be relatively limited - implying a fundamental move of less than 5 percent. The note emphasized, however, that market sentiment around the release could still generate a broader trading response, potentially producing price changes of roughly 10 percent in either direction.
On valuation, Cantor Fitzgerald reported that Regeneron currently trades at about 14.6 times the firm’s projected 2026 earnings per share of roughly $50. The analyst suggested a multiple range of 13x to 16x as reasonable bookends to consider ahead of the upcoming data readouts.
Other equity research shops have also adjusted their views following Regeneron’s recent financial results. Baird raised its price target to $742 from $630 while keeping a Neutral stance after the company topped analyst expectations in its fourth-quarter 2025 earnings release. Bernstein adjusted its target to $925 from $916, citing a solid quarter and maintaining an Outperform rating. Separately, Wells Fargo lifted its price target to $800, reflecting a constructive view on Dupixent and incorporating an expectation that potential biosimilar competition may not arrive until 2033.
Regeneron is also preparing to present new clinical data for its EYLEA HD product at the Angiogenesis annual meeting. The data package will include final results from the Phase 3 QUASAR trial and primary findings from the Phase 3b ELARA trial. Bernstein had earlier increased its price target to $916, highlighting a bullish stance on EYLEA HD, which the note said experienced 10 percent sequential demand growth in the fourth quarter of 2025.
Taken together, these analyst moves and upcoming data presentations reflect continued attention to Regeneron’s pipeline execution and commercial momentum. The firms cited in the coverage updates pointed to a mix of near-term commercial improvements and development-stage progress as the rationale for higher valuations and adjusted targets.
Note: This article reports analyst price-target changes, valuation metrics and pipeline data as described in the analysts’ notes and company releases.