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Highlights

  • AstraZeneca's stock has a BUY rating with a 28.09% upside potential, targeting GBp 13,272.90.

  • Recent EU and U.S. approvals for Imfinzi and Datopotamab Deruxtecan bolster the company’s oncology portfolio.

  • Strategic research collaboration with CSPC Pharma further expands presence in China and immunology drug discovery.

AstraZeneca PLC (LSE:AZN.L) has received a reaffirmed BUY rating from analysts, with a current average target price of GBp 13,272.90—representing a 28.09% upside from its latest traded price. The recommendation is supported by its clinical pipeline, and a series of regulatory approvals that boosts its long-term growth trajectory. The company’s long-term growth (LTG) estimate stands at 11.26%, further justifying the bullish sentiment.

According to detailed analyst estimates, the consensus recommendation score is 1.93, where lower values indicate buy signals. Analysts from Guggenheim Securities LLC and Berenberg have maintained "Buy" ratings, with Berenberg projecting a 37.04% upside potential based on a target price of GBp 14,200.

EU Greenlights Imfinzi for Bladder Cancer

On July 4, AstraZeneca announced a major regulatory win with the European Commission's approval of Imfinzi (durvalumab) for use in treating adult patients with resectable muscle-invasive bladder cancer (MIBC). The approval follows compelling data from the NIAGARA Phase III trial, which demonstrated a 32% reduction in risk of disease progression or death versus chemotherapy alone. Importantly, 82.2% of patients on the Imfinzi regimen were alive at two years, compared to 75.2% in the control group.

FDA Grants Accelerated Approval for Datopotamab Deruxtecan

In another regulatory milestone, AstraZeneca received accelerated approval from the U.S. FDA on June 24 for Datopotamab Deruxtecan (Dato-DXd) for adult patients with EGFR-mutated non-small cell lung cancer (NSCLC) post EGFR therapy and chemotherapy. The approval was based on promising results from the TROPION-Lung05 Phase II and Lung01 Phase III trials.

Strategic Partnership to Boost Discovery Pipeline

On June 13, AstraZeneca entered a high-impact research partnership with CSPC Pharmaceuticals Group Limited in China. The alliance aims to discover and develop novel oral therapies using CSPC’s AI-driven platform. The deal includes an upfront payment of $110 million, with potential milestones totaling up to $5.33 billion.