AbbVie Inc.

AbbVie momentum centers on blockbuster immunology wins and upbeat guidance, but near-term stock choppiness follows pullback below key moving averages.

Shares are moving as investors digest strong mid‑2025 commercial traction for Skyrizi and Rinvoq, which are now powering AbbVie’s post‑Humira recovery and drove an upward revision to full‑year adjusted EPS guidance; that upside is counterbalanced by recent technical weakness after the stock slipped below its 50‑day average and ongoing mix shifts across oncology and aesthetics. Market reaction reflects the implication that AbbVie’s drug launches have materially restored growth but leave the stock sensitive to execution beats, modeling for IPR&D and short‑term investor positioning.

• Skyrizi and Rinvoq strength: Skyrizi annualized sales are running at roughly $18B and Rinvoq north of $8B, giving AbbVie confidence to outperform prior combined‑sales targets and underpinning the company’s return to mid‑single‑digit revenue growth in 2025, which implies the post‑Humira revenue gap is closing and durable growth can be sustained through the decade.
• Raised guidance and shareholder return: AbbVie bumped full‑year adjusted EPS guidance for 2025 and announced a 5.5% dividend increase, signaling management’s view that cash flow from new franchise drugs supports both reinvestment and steady payouts — a constructive signal for income‑focused investors without changing the company’s capital priorities.
• Technical and segment headwinds: Despite fundamental upside, the stock slipped below its 50‑day simple moving average last week and has pulled back about 4% over the past month, reflecting short‑term profit‑taking and investor sensitivity to IPR&D adjustments, evolving oncology dynamics (Imbruvica pressure offset by newer oncology launches) and softness in aesthetics that could temper near‑term multiple expansion.