Pfizer is a Buy for medium- to long-term investors, trading at a low P/E and undervalued versus peers, with strong non-COVID growth. Strategic pivots include aggressive R&D, cost-cutting, and the Seagen acquisition, targeting oncology breakthroughs and diversification beyond the patent cliff. Strong Q2 2025 results, raised guidance, and successful Eliquis patent defense support robust financial health and future cash flow.
Pfizer (PFE) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
I remain bearish on Pfizer due to pricing pressures from IRA/340B and a looming 2026 patent cliff, despite Q2 2025 earnings beat. Cost-cutting measures have lifted EPS above expectations and could deliver $7.7B in savings by 2027, but in my view, these are not a substitute for topline growth. IRA Part D redesign and 340B discounts are already pressuring sales (e.g., Nurtec flat yoy despite 47% U.S. market share). I expect more products like Vyndaqel to be pressured.
Pfizer offers an attractive near-7% dividend yield, appealing for income-focused investors. Despite recent stagnation, Pfizer has consistently maintained its dividend payout and remains undervalued. The company has a number of exciting drugs ramping up sales to cover the loss of exclusivity risks, and revenue has grown YoY.
Pfizer's oncology portfolio, boosted by Seagen and strong drug sales, fuels Q2 growth and positions the company for future cancer treatment gains.
Pfizer crushed Q2 estimates with $14.7B revenue and $0.78 EPS, signaling a powerful turnaround driven by broad-based growth and operational excellence. A successful cost realignment program drove the massive earnings beat, with Pfizer on track to deliver at least $4.5 billion in net savings this year. Management showed extreme confidence by raising full-year EPS guidance, impressively absorbing a $0.20 charge from the strategic 3SBio deal to fuel future growth.
CNBC's Angelica Peebles joins 'Squawk on the Street' with the latest news on drugmaker Pfizer.
Pfizer's new and acquired drugs record sales of $4.7B in H1 as COVID-products related volatility eases.
The Food and Drug Administration could pull Pfizer's coronavirus vaccine emergency authorization for children under age 5.
The Food and Drug Administration is weighing revoking its authorization of Pfizer's Covid-19 vaccine for healthy children under the age of 5, the drugmaker confirmed to CNBC. The move could leave many kids with no available shots against the virus.
Pfizer posts strong Q2 earnings and raises EPS outlook, with oncology growth and new drugs offsetting looming headwinds.
Pfizer (PFE) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.