INDIVIOR PLC DL 0,10

Indivior raised 2026 revenue and adjusted EBITDA guidance after Q1 revenue of $317m (up 19% YoY) and adjusted EBITDA of $164m (up 112%), with SUBLOCADE generating $232m (up 32%). Management cut two pipeline programs but shifted capital toward buybacks, announcing a $175m accelerated repurchase after $125m earlier in the year, implying a >6% share count reduction. The equity trades around 8.3x midpoint 2026 EBITDA amid >11% short interest, and bulls argue further rerating to 9–10x EBITDA is likely as EBITDA scales and buybacks boost per‑share economics. Downside is seen near $35 given de‑risked guidance and cash generation while upside depends on settlement mechanics and continued earnings validation. » Altro su finance.yahoo.com

Madison Avenue Partners opened a new position in Indivior, acquiring 4,315,162 shares—an estimated $142.5 million trade—representing 5.72% of its reportable U.S. equity AUM. Indivior’s shares are up about 200% year-over-year, supported by 32% growth in first-quarter SUBLOCADE revenue and record adjusted EBITDA, while management raised full-year guidance and repurchased $125 million of stock. The investment reflects confidence in SUBLOCADE’s market share gains, though risks include product concentration on a single drug. » Altro su finance.yahoo.com

Indivior Pharmaceuticals will host a financial conference on February 26, 2026, and will present results for the quarter ended December 31, 2025. Five analysts expect on average an EPS of 0.674 USD (prior year: 0.440 USD) and revenue of around 305.6 million USD (prior year: 298.0 million USD). For the fiscal year just ended, consensus estimates are 2.35 USD earnings per share and about 1.19 billion USD in revenue. » Altro su finanzen.net