Innoviva, Inc.

Innoviva, Inc.

INVAยทNASDAQ

$22.24

+2.5%
HealthcareBiotechnology

Innoviva, Inc. engages in the development and commercialization of pharmaceuticals in the United States and internationally. Its products include RELVAR/BREO ELLIPTA, a once-daily combination medicine consisting of a LABA, vilanterol (VI), an inhaled corticosteroid (ICS), and fluticasone furoate; ANORO ELLIPTA, a once-daily medicine combining a long-acting muscarinic antagonist (LAMA), umeclidinium bromide (UMEC), with a LABA, and VI; and TRELEGY ELLIPTA, a once-daily combination medicine consisting of an ICS, LAMA, and LABA. Innoviva, Inc. has a strategic partnership with Sarissa Capital Management LP. The company has long-acting beta2 agonist (LABA) collaboration agreement with Glaxo Group Limited to develop and commercialize once-daily products for the treatment of chronic obstructive pulmonary disease and asthma. The company was formerly known as Theravance, Inc. and changed its name to Innoviva, Inc. in January 2016. Innoviva, Inc. was incorporated in 1996 and is headquartered in Burlingame, California.

At a Glance

Live Snapshot
Market Cap$1.64B
EPS4.0200
P/E Ratio5.53
Earnings Date08/05/2026
inva

Innoviva, Inc. Street Expectations Map

INVA ยท NASDAQ

Wall Street analysts project that INVA stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 40.00, with estimates ranging from a low of 32.00 to a high of 46.00.

Lowest Target
32.00
43.88%
Consensus Target
40.00
79.86%
Highest Target
46.00
106.83%

The consensus 1-year price target stands at 40.00, with estimates ranging from a low of 32.00 to a high of 46.00.

Analyst Consensus Analysis

Upside Potential

+79.9%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

35.0% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Innoviva, Inc. Forward Estimates of Revenue

INVA ยท NASDAQ
Latest Revenue
425.13M
FY 2025
Avg Estimate
432.37M
FY 2026
Estimate Range
430.63M - 434.11M
Analyst Spread

Forward Growth Analysis

Projected Growth+1.7%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Innoviva, Inc. Forward Estimates of Net Income

INVA ยท NASDAQ
Latest Net Income
271.17M
FY 2025
Avg Estimate
170.06M
FY 2026
Estimate Range
139.63M - 171.57M
Analyst Spread

Forward Growth Analysis

Projected Growth-37.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Innoviva, Inc. Forward Estimates of EPS

INVA ยท NASDAQ
Latest EPS
4.02
FY 2025
Avg Estimate
$2.14
FY 2026
Estimate Range
$1.88 - $2.31
Analyst Spread

Forward Growth Analysis

Projected Growth-46.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread20%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Innoviva, Inc. Forward Estimates of EBIT

INVA ยท NASDAQ
Latest EBIT
343.56M
FY 2025
Avg Estimate
325.72M
FY 2026
Estimate Range
324.42M - 327.03M
Analyst Spread

Forward Growth Analysis

Projected Growth-5.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

inva

Innoviva, Inc. Forward Estimates of EBITDA

INVA ยท NASDAQ
Latest EBITDA
383.79M
FY 2025
Avg Estimate
339.49M
FY 2026
Estimate Range
338.13M - 340.85M
Analyst Spread

Forward Growth Analysis

Projected Growth-11.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Innoviva, Inc. Forward Estimates of SG&A Expense

INVA ยท NASDAQ
Latest SG&A Expense
113.17M
FY 2025
Avg Estimate
78.97M
FY 2026
Estimate Range
78.65M - 79.29M
Analyst Spread

Forward Growth Analysis

Projected Growth-30.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Innoviva, Inc. Insider Positioning

INVA ยท NASDAQ

During the last 12 months, insiders have purchased $2.50M and sold $24K worth of INVA shares, resulting in $2.48M of net buying activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

138.0K

2.50M

Sold

0

0.00

Net Activity

+2.5M

+$2.50M

9-12 Months

Bought

0

0.00

Sold

1.2K

24.50K

Net Activity

-24K

-$24K

Top Buyers

1
RP

Raifeld Pavel

10 Percent Owner

110.4K sharesโ€ข1 transactions

$2.00M

2
BS

Basso Stephen

Officer: Chief Financial Officer

27.6K sharesโ€ข1 transactions

$500K

Top Sellers

1
ZM

Zhen Marianne

Officer: Chief Accounting Officer

991 sharesโ€ข1 transactions

$20K

2
BS

Basso Stephen

Officer: Chief Financial Officer

237 sharesโ€ข1 transactions

$5K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $2.48M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

102.05:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Insider Participation

Balanced

2 insider buyers and 2 sellers. Equal participation suggests mixed or neutral insider views.

Insider Activity Insight

Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.