Zoetis (ZTS) Stock Forecast & Price Target

Zoetis demonstrates a strong positive outlook driven by its substantial investment in building relationships with pet owners, as evidenced by the significant growth in its Zoetis Petcare Rewards program, with enrollment reaching 2.5 million pet owners in 2023, up from 708,000 in 2018. The firm recorded solid revenue growth from its flagship products, with Simparica generating $356 million in Q3, representing a year-over-year increase of 7%, while key dermatological products achieved $469 million in global revenue and grew 3% in the same quarter. This combination of strategic marketing investments and consistent product performance positions Zoetis favorably within the animal health industry, underpinning its leading market share and growth potential.

Zoetis has revised its 2025 revenue guidance downward to a range of $9.400 billion to $9.475 billion, reflecting lower organic operational growth expectations of 5.5% to 6.5%, down from a prior forecast of 6.5% to 8.0%. The company reported a notable decline in its OA pain business by 11% year-over-year and the Q3 2025 revenue of $2.40 billion fell short of both internal estimates and market expectations, primarily due to weakness in the U.S. companion animal health segment, which remained flat amid increased competition and fewer veterinary clinic visits.