Earnings and Forecast Concerns: Recent discussions on X about Novo Nordisk (NVO) have been dominated by the company’s disappointing Q2 earnings and a slashed full-year 2025 sales growth forecast. Many are worried about softening demand for Wegovy in the U.S., intensified by competition in the weight-loss drug market. The stock’s sharp declines, noted by some as significant daily drops, have sparked heated debates.
Recent Developments: Adding to the mix, comments from prominent political figures on potential price cuts for weight-loss drugs have sent shares tumbling further, as seen in recent posts on X. There’s also talk of a major investor taking control of the board, fueling speculation about strategic shifts. Curiosity lingers around whether these changes could counter current challenges.
Mixed Analyst Views: Analyst opinions shared on X show a split, with some downgrading NVO citing patent expiry concerns, while others see long-term potential in the obesity and diabetes markets. The volatility keeps the stock a hot topic, as investors grapple with both risks and opportunities. Discussions remain lively with no clear consensus in sight.
Note: This discussion summary was generated from an AI condensation of post data.
Novo Nordisk Congressional Stock Trading
Members of Congress have traded $NVO stock 12 times in the past 6 months. Of those trades, 9 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $NVO stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 3 times. They made 3 purchases worth up to $80,000 on 10/15, 08/28, 08/19 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 09/11, 06/09 and 2 sales worth up to $30,000 on 08/04, 07/10.
- REPRESENTATIVE SCOTT FRANKLIN has traded it 4 times. They made 4 purchases worth up to $95,000 on 08/04 and 0 sales.
- REPRESENTATIVE LAUREL M. LEE sold up to $15,000 on 05/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Novo Nordisk Hedge Fund Activity
We have seen 651 institutional investors add shares of Novo Nordisk stock to their portfolio, and 788 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 10,005,216 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $555,189,435
- AMUNDI removed 4,938,507 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $340,855,753
- FMR LLC added 4,308,228 shares (+44.7%) to their portfolio in Q2 2025, for an estimated $297,353,896
- TWO SIGMA ADVISERS, LP removed 3,465,100 shares (-71.3%) from their portfolio in Q2 2025, for an estimated $239,161,202
- NUVEEN, LLC removed 3,236,504 shares (-60.7%) from their portfolio in Q2 2025, for an estimated $223,383,506
- D. E. SHAW & CO., INC. removed 2,582,572 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $178,249,119
- SG AMERICAS SECURITIES, LLC added 2,274,925 shares (+2101.5%) to their portfolio in Q3 2025, for an estimated $126,235,588
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Novo Nordisk Analyst Ratings
Wall Street analysts have issued reports on $NVO in the last several months. We have seen 3 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Underperform" rating on 10/27/2025
- HSBC issued a "Buy" rating on 10/02/2025
- Morgan Stanley issued a "Underweight" rating on 09/29/2025
- Berenberg issued a "Buy" rating on 09/17/2025
- TD Cowen issued a "Buy" rating on 08/19/2025
To track analyst ratings and price targets for Novo Nordisk, check out Quiver Quantitative's $NVO forecast page.
Novo Nordisk Price Targets
Multiple analysts have issued price targets for $NVO recently. We have seen 4 analysts offer price targets for $NVO in the last 6 months, with a median target of $62.5.
Here are some recent targets:
- Evan David Seigerman from BMO Capital set a target price of $55.0 on 10/14/2025
- Rajesh Kumar from HSBC set a target price of $70.0 on 10/02/2025
- Thibault Boutherin from Morgan Stanley set a target price of $47.0 on 09/29/2025
- Michael Nedelcovych from TD Cowen set a target price of $70.0 on 08/19/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
