Merck & Co., Inc. (MRK)
From Bargain To Balancing Act: Merck's Next Test Begins (Rating Downgrade)
Merck & Co. is no longer a deep-value patent cliff trade but a fairly valued defensive compounder. Future returns now depend on execution and pipeline delivery, not multiple expansion. Keytruda erosion may be slower than feared for MRK, but LOE still creates a major revenue hole. Extended growth helps, yet replacement needs to accelerate meaningfully. New products and the Prometheus Biosciences pipeline show promise but remain early-stage revenue streams. Several more quarters of scaling are needed before confidence in gap-filling is justified.
Merck: Pipeline Building Despite The Light FY26 Guide, Major Momentum
Merck delivered a strong Q4 double beat, with robust pipeline momentum and a healthy new launch cycle supporting a continued buy rating. MRK raised its price target to $130, reflecting normalized $10 EPS and a 13x P/E multiple, still below peers despite Keytruda LOE risks. Keytruda, Ohtuvayre, and Winrevair drive growth, while 80+ Phase 3 studies and recent acquisitions strengthen the pipeline and long-term outlook.
Merck's Subdued 2026 Outlook: What it Means After Q4 Results?
MRK posts conservative 2026 sales and EPS outlook, given acquisition charges. Keytruda, Animal Health and new drug launches are expected to drive 2026 growth.
Merck & Co., Inc. (MRK) Q4 2025 Earnings Call Transcript
Merck & Co., Inc. (MRK) Q4 2025 Earnings Call Transcript
MRK Q4 Earnings & Sales Beat Estimates, Stock Down on Weak '26 View
Merck tops Q4 EPS and sales estimates as Keytruda drives growth, but shares fall in pre-market trading as 2026 guidance disappoints.
Merck (MRK) Reports Q4 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Merck (MRK) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Merck shares dip as 2026 outlook misses Wall Street expectations
Merck & Co Inc (NYSE:MRK, XETRA:6MK) shares fell 2% at Tuesday's opening bell after the drugmaker issued a 2026 outlook that came in below Wall Street expectations, overshadowing a fourth-quarter earnings and revenue beat. Merck forecast 2026 revenue of $65.5 billion to $67.0 billion, compared with analysts' estimates of $67.6 billion, and adjusted earnings of $5 to $5.15 per share versus expectations of $5.36.
Merck (MRK) Q4 Earnings and Revenues Beat Estimates
Merck (MRK) came out with quarterly earnings of $2.04 per share, beating the Zacks Consensus Estimate of $2.03 per share. This compares to earnings of $1.72 per share a year ago.
Merck's outlook for 2026 comes in lower-than-expected as pipeline faces make-or-break year
Merck's stock falls as the full-year revenue and profit outlooks were below expectations.
Merck Expects Slower Earnings Growth As It Spends on Acquisitions
Merck recorded higher revenue in its fourth quarter, but expects earnings growth to slow as it ramps up acquisitions.
Merck Reports Earnings Tuesday Morning After Gaining 13% Over the Past Year
Merck & Co. reports Q4 2025 earnings on Tuesday, Feb. 3, 2026, before market open.
Merck (MRK) Advances While Market Declines: Some Information for Investors
Merck (MRK) reached $110.42 at the closing of the latest trading day, reflecting a +1.92% change compared to its last close.
