Sanofi stock gains support from Cheplapharm deal and upgraded guidance
Published on 09/18/2026 at 12:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Sanofi stock (ISIN FR0000120578) is trading near EUR 74.95 on Euronext Paris as of September 18, 2026, leaving the pharmaceutical group valued at about EUR 90.68 billion and roughly 6.5 percent below its level a year ago per data from a European stock portal.
Guidance raised after strong Q2 2026 figures
According to ScanX Trade on September 18, 2026, Sanofi reported a 17.8 percent increase in net sales in the second quarter of 2026 to EUR 11.6 billion, driven mainly by volume growth in its immunology franchise and recent product launches.
In the same report, earnings per share for Q2 2026 grew by 33 percent year on year, underlining that profitability improved faster than revenue as the product mix shifted toward higher-margin therapies and recent launches scaled up.ScanX Trade
On the back of these figures, Sanofi upgraded its full-year 2026 guidance and now projects around 10 percent sales growth at constant exchange rates, compared with a lower rate previously, which means the new outlook implies several percentage points faster growth than the company had targeted earlier this year.ScanX Trade
Strategic Cheplapharm transaction reshapes mature portfolio
Beyond quarterly figures, Sanofi has announced a strategic partnership with Cheplapharm that will reshape parts of its mature medicines portfolio and manufacturing footprint in Europe and Asia.
As StockTitan reports in a summary of Sanofi's Form 6-K filed on September 17, 2026, the company plans to transfer a portfolio of 20 mature medicines and three manufacturing sites in Hungary, Singapore and France to Cheplapharm.
In exchange for those assets, Sanofi will receive a 26.4 percent equity stake in Cheplapharm, deepening a commercial relationship that began in 2014 and giving Sanofi ongoing exposure to the cash flows of the transferred therapies through its shareholding.StockTitan
The portfolio includes 20 mature medicines, among them the anticoagulant Lovenox/Clexane based on enoxaparin outside the United States, which underscores that the transaction involves well-known brands but with limited growth profiles compared with the companys newer immunology and specialty-care franchises.StockTitan
According to the same filing summarized by StockTitan, the commercial transfer of the medicine portfolio is planned to begin in the first quarter of 2027, with completion of the transaction expected by the third quarter of 2027, subject to employee consultations and regulatory approvals.
Sanofi has indicated that the proposed transaction is not expected to have any impact on its financial guidance for 2026, meaning the revised target of around 10 percent sales growth at constant exchange rates for this year remains intact despite the planned portfolio shift.StockTitan
For investors, the combination of a stronger near-term growth outlook and longer-term portfolio optimization is central to the current Sanofi equity story: Q2 2026 showed double-digit revenue and earnings expansion, while the Cheplapharm transaction streamlines mature assets without undermining the 2026 guidance.
Analyst targets and current valuation of Sanofi stock
The market reaction to these developments can be seen in both the share price on Euronext Paris and in updated analyst views.
Per data from a European stock portal on September 18, 2026, Sanofi stock last traded at EUR 74.95, down 0.41 percent or EUR 0.31 from the previous close of EUR 75.26, with an intraday range between EUR 74.82 and EUR 75.34 and trading volume of around 82,908 shares.
That puts the shares around EUR 5.20 below their level on September 18, 2025, when they stood at EUR 80.15, and notably below an intrayear high of EUR 91.15 from the same historical series, illustrating that the current price is still well under the prior 12-month peak despite the improved guidance.
According to the analyst consensus overview on Zonebourse as of September 17, 2026, the latest closing price used in the consensus is EUR 75.26, while the average analyst price target stands at EUR 94.06.
That average target of EUR 94.06 implies an upside of about 24.98 percent from the reference closing price of EUR 75.26, while the highest target of EUR 112.00 suggests a potential gain of 48.82 percent and the lowest target of EUR 78.00 still points to about 3.64 percent upside compared with the same closing level.Zonebourse
On top of the broad consensus, individual analyst houses have reiterated constructive views on the stock in recent days.
As Bolsamania notes in its Sanofi quote and broker recommendation overview updated on September 18, 2026, RBC Capital Markets set a Neutral rating on the shares with a price target of EUR 80.00 in its note dated September 9, 2026.
A separate analysis from finanzen.at on September 15, 2026, shows Deutsche Bank rating Sanofi stock as Buy, with a current price of about EUR 75.05 and a price target implying approximately 26.6 percent upside relative to the share price used in the analysis.
In that Deutsche Bank overview cited by finanzen.at, the upside to the target is quantified at 26.58 percent based on the most recent price snapshot of EUR 75.05, reinforcing that at least some analysts see meaningful potential from current levels.
Taken together, the analyst data suggest that the market price near EUR 75.00 on Euronext Paris does not fully reflect the upgraded 2026 guidance and the strategic portfolio alignment, even though the Cheplapharm deal itself is not expected to change this years numbers.
Sanofi stock price on Euronext Paris
Sanofi stock is referenced primarily to its listing on Euronext Paris, where the shares were last quoted at EUR 74.95 as of September 18, 2026, around 10:39 a.m. local time, representing a daily decline of 0.41 percent from the previous close and leaving the market capitalization near EUR 90.68 billion.
Sanofi stock key data
- Company: Sanofi S.A.
- ISIN: FR0000120578
- Ticker: SAN
- Trading venue: Euronext Paris
- Price (as of September 18, 2026, 10:39): 74.95 EUR
- Market capitalization: 90,679,626,346 EUR (as of September 18, 2026)
- Sector / Industry: Healthcare / Pharmaceuticals
- Index membership: CAC 40
