FY2026 EPS Estimates for Roche Reduced by Erste Group Bank

Key Points

• Erste Group Bank lowered Roche’s FY2026 EPS estimate to $3.14 from $3.16, though it remains above the $3.06 consensus estimate. The firm projects FY2027 EPS of $3.41.
• Analyst sentiment is broadly positive: Roche has a “Moderate Buy” consensus rating and a $60 average price target, supported by upgrades from Morgan Stanley and Zacks Research and an “outperform” rating from RBC.
• Roche received FDA Priority Review for expanding Enspryng into MOGAD, with a decision expected by January 10, 2027; the treatment demonstrated a 68% reduction in relapse risk. However, shares recently fell below their 50-day moving average, signaling potential near-term technical pressure.

Roche Holding AG (OTCMKTS:RHHBY - Free Report) - Erste Group Bank reduced their FY2026 earnings per share estimates for shares of Roche in a report released on Tuesday, September 8th. Erste Group Bank analyst H. Engel now anticipates that the company will earn $3.14 per share for the year, down from their previous estimate of $3.16. The consensus estimate for Roche's current full-year earnings is $3.06 per share. Erste Group Bank also issued estimates for Roche's FY2027 earnings at $3.41 EPS.

A number of other research firms also recently commented on RHHBY. Morgan Stanley upgraded Roche from an "equal weight" rating to an "overweight" rating and set a $63.00 price target for the company in a research note on Friday, August 7th. Royal Bank Of Canada initiated coverage on shares of Roche in a research report on Tuesday, September 8th. They issued an "outperform" rating on the stock. HSBC reiterated a "hold" rating on shares of Roche in a research report on Thursday. Finally, Zacks Research upgraded shares of Roche from a "strong sell" rating to a "hold" rating in a report on Monday, August 24th. Six equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $60.00.

Roche Stock Performance

Shares of OTCMKTS:RHHBY opened at $52.75 on Monday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.12 and a current ratio of 1.38. Roche has a 12-month low of $39.50 and a 12-month high of $60.85. The company has a fifty day simple moving average of $54.43 and a 200 day simple moving average of $52.57.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. Puzo Michael J bought a new stake in shares of Roche in the 2nd quarter valued at approximately $1,229,000. S&CO Inc. grew its stake in Roche by 163.0% in the 1st quarter. S&CO Inc. now owns 140,551 shares of the company's stock valued at $6,880,000 after buying an additional 87,107 shares during the last quarter. Hantz Financial Services Inc. increased its stake in shares of Roche by 164.9% in the fourth quarter. Hantz Financial Services Inc. now owns 79,732 shares of the company's stock worth $4,112,000 after purchasing an additional 49,633 shares during the period. Opal Capital LLC acquired a new position in shares of Roche during the first quarter worth approximately $4,448,000. Finally, North Star Asset Management Inc. bought a new stake in Roche in the 2nd quarter valued at $1,351,000.

Key Headlines Impacting Roche

Here are the key news stories impacting Roche this week:

• Positive Sentiment: The U.S. FDA granted Priority Review to Roche’s supplemental application for Enspryng in myelin oligodendrocyte glycoprotein antibody-associated disease (MOGAD). The designation accelerates the review, with an FDA decision expected by January 10, 2027. MOGAD has no approved treatments, and clinical data showed a 68% reduction in relapse risk, creating potential for a meaningful new indication and additional revenue. Roche Gets FDA Priority Tag for Enspryng in Rare Autoimmune Disorder
• Neutral Sentiment: Amgen and AstraZeneca reported that their Imdelltra-Imfinzi combination improved survival in first-line extensive-stage small-cell lung cancer. While the news does not directly affect Roche, it highlights competitive pressure in oncology, an important area for Roche’s pharmaceutical business. AMGN, AZN Drug Combo Shows Survival Benefit in Lung Cancer Study
• Negative Sentiment: Roche’s shares fell below their 50-day moving average, a technical signal that can encourage additional selling by momentum-focused investors. The stock is trading near its 200-day average, making further weakness possible if investor interest does not improve. Roche Stock Passes Below 50 Day Moving Average - Here's Why

About Roche

Roche Holding AG is a Switzerland-based healthcare company that develops and provides pharmaceutical products and diagnostic solutions. Founded in 1896 and headquartered in Basel, Roche operates through two complementary divisions: Pharmaceuticals and Diagnostics.

The Pharmaceuticals division focuses on medicines for oncology, immunology, neuroscience, ophthalmology, hematology and other therapeutic areas. Its portfolio includes treatments such as Ocrevus, Hemlibra, Perjeta, Tecentriq and Vabysmo.

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