Stifel raises Virbac stock rating to Buy, price target to EUR390

Published 17/03/2025, 09:24
Stifel raises Virbac stock rating to Buy, price target to EUR390

On Monday, Stifel analysts upgraded Virbac (EPA:VIRB) SA shares from Hold to Buy, raising the price target to EUR390.00 from EUR380.00. The upgrade followed the company’s recent financial performance, which showed Virbac slightly exceeding expectations for its FY24 adjusted EBIT. The company also reaffirmed its FY25 guidance and maintained a positive long-term outlook.

Virbac’s H2-24 results were described as reassuring by Stifel, contributing to the firm’s decision to enhance the stock’s rating. Despite a deceleration in profit growth, which is expected to persist into H1-25 due to an unfavorable base effect, analysts anticipate a potential acceleration in the latter half of the year.

Stifel’s outlook for Virbac is optimistic over the next two years, with expectations for solid sales growth. The firm predicts that Virbac will continue to outperform the long-term growth of the animal health market slightly. This projection aligns with Virbac’s strategic plans to expand its product portfolio and improve productivity through significant R&D and CAPEX efforts.

The analysts at Stifel have confidence in Virbac’s ambitious targets, including the goal to achieve an operating margin of 20% by 2030, up from just over 16% currently. They believe that these goals are attainable and should result in a double-digit EPS growth CAGR by 2030. This positive assessment of Virbac’s strategic initiatives and financial prospects has led to the upgraded stock rating and increased price target.

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