Analysts expect Zoetis to report Q1 2026 revenue of $2.30 billion and earnings per share of $1.61, as the stock currently trades at $116.91 compared to an average analyst price target of $151.75.
The primary focus for investors is the recovery and stabilization of the monoclonal antibody osteoarthritis (OA) pain franchise, specifically Librela and Solensia, in the U.S. market.
Market participants are closely monitoring whether these core products can overcome recent safety concerns and competitive pressures to maintain their long-term growth trajectory. Management’s update on the international rollout of the long-acting treatment Lenivia and the integration of the Neogen animal genomics acquisition will also be critical for sustaining current valuation multiples.