Zoetis Inc. (ZTS) PT Lowered to $95 at Stifel: 'Too Early to Get Bullish'

Stifel analyst Jonathan Block lowered the price target on Zoetis Inc. (NYSE: ZTS) to $95.00 (from $105.00) while maintaining a Hold rating.

The analyst commented, "Zoetis’ revised 2026 guidance implies things improve, yet near-term competitive pressures appear poised to intensify. While our checks suggest Lenivia’s rollout may drive incremental revenue opportunities (improved compliance/market expansion), we already reflect this in our Street low 2027 revenue estimate. Turning to the pipeline, Veterinarians highlight that canine/feline OA pain are still among the greatest unmet needs in Animal Health, suggesting Librela/Solensia are suboptimal solutions (likely safety concern related). Some of Zoetis’ pipeline products were cited, but these markets (renal/oncology) likely take longer to cultivate as they are less consumer facing relative to Dermatology/Parasiticides. It is too early to get bullish on Zoetis. Despite the stock sell-off, our Hold rating remains."

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