Novavax/$NVAX

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About Novavax

Novavax Inc is a biotechnology company that develops vaccines. The company works in the clinical stage of development with a focus on delivering novel products that prevent a broad range of diseases. It works together with its wholly owned Swedish subsidiary to produce vaccine candidates to respond to both known and emerging disease threats. The company believes its vaccine technology has the potential to be applied broadly to a wide variety of human infectious diseases. The company manages its business as one operating segment, the development and commercialization of vaccines. The company generates maximum revenue from the United States.

Ticker

$NVAX
Sector
Primary listing

Employees

952

Novavax Metrics

BasicAdvanced
$1.5B
3.57
$2.54
2.50
-

What the Analysts think about Novavax

Analyst ratings (Buy, Hold, Sell) for Novavax stock.

Bulls say / Bears say

Novavax reported Q2 2025 revenue of $239 million, beating analyst estimates of $147.96 million, driven largely by a $175 million milestone payment following U.S. approval of Nuvaxovid (Reuters).
The company raised its 2025 full-year adjusted revenue guidance to $1.0–1.05 billion from $975 million–$1.03 billion, reflecting strong demand through partnerships with SK Bioscience and Takeda (Reuters).
Ongoing discussions with the FDA indicate a clear path to full approval of Nuvaxovid, which should unlock broader market access beyond emergency use authorization (Reuters).
Shares plunged nearly 20% after U.S. Health and Human Services Secretary Robert F. Kennedy Jr. publicly questioned Novavax’s COVID-19 vaccine efficacy, underscoring regulatory and public skepticism around Nuvaxovid (Reuters).
Novavax’s protein-based vaccine platform has struggled in the U.S., hampered by manufacturing and regulatory challenges compared with mRNA rivals from Pfizer and Moderna (Reuters).
The FDA-requested post-marketing study for Nuvaxovid is expected to cost $70–$90 million, with only about 70% reimbursed by Sanofi, potentially squeezing Novavax’s margins and cash flow (Reuters).
Data summarised monthly by Lightyear AI. Last updated on 2 Oct 2025.

Novavax Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Novavax Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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