Lonza Group (LZAGY) Stock Forecast & Price Target

Lonza Group
Bull Case

Here are some ways that investors could benefit from investing in Lonza Group AG:

• Lonza Group AG demonstrated strong financial performance in the first half of 2026, achieving 16% sales growth and a 44% increase in net profit, which indicates robust operational efficiency and demand for its contract development and manufacturing services.
• The company expanded its EBITDA margin to 34.8% in the first half of 2026, a metric that measures operating profitability before interest, taxes, depreciation, and amortization, signaling that Lonza Group AG is generating more profit from each dollar of revenue due to higher asset utilization.
• Management raised its 2026 CORE EBITDA margin outlook to 33-34% while maintaining 11-12% sales growth guidance, providing investors with increased confidence in the company's ability to sustain profitability and growth throughout the remainder of the year.
• Lonza Group AG is transitioning into a pure-play CDMO (Contract Development and Manufacturing Organization) following the divestment of its Capsules and Health Ingredients business, which allows the company to focus capital allocation on high-growth areas like biologics and cell and gene therapies.
• As of September 26, 2026, the stock is trading at $69.13, which is below its 52-week high of $74.36, potentially offering an entry point for investors who believe in the company's structural growth tailwinds and recent guidance improvements.