Pfizer made one thing clear this week: It's officially back in the obesity race.
PFE is betting on obesity and oncology in 2026, lining up 20 pivotal studies after $9B in 2025 M&A.
Pfizer Inc. NYSE: PFE helped boost the Dow Jones Industrial Average (DJIA) the day after delivering a double beat in its fourth-quarter earnings report.
Pfizer's monthly GLP-1 data prompts caution as new rival approaches Phase III Citi has reiterated its 'neutral' stance on Novo Nordisk (NYSE:NVO), warning that competition in the obesity drug market continues to intensify following promising phase II results from Pfizer's candidate MET-097i. At its full-year 2025 results, Pfizer released topline data from the VESPER-3 trial showing its monthly GLP-1 treatment for obesity, Metsera, achieved weight loss comparable to Eli Lilly's Zepbound and Novo's own CagriSema.
Pfizer Inc. (PFE) Q4 2025 Earnings Call Transcript
Pfizer Inc. earns a Buy rating as the market overreacts to Q4's non-cash loss and conservative 2026 guidance, overlooking underlying operational strength. Excluding COVID-19 products, PFE posted 9% YoY growth, driven by oncology, signaling a successful pivot away from declining pandemic franchises. Patent cliffs—Xeljanz in 2026, Eliquis in 2028—pose risks, but PFE is aggressively advancing a 102-candidate pipeline targeting oncology, obesity, and migraine.
PFE shares fall even after Q4 earnings beat on COVID product declines and muted investor reaction to new obesity drug data.
Pfizer reported Q4 and FY2025 revenues and EPS above expectations, but core revenues declined due to falling COVID product sales. Despite a 6.5% dividend yield and low valuation multiples, PFE remains a value trap as share price performance lags and patent expiries loom. Recent M&A, including Seagen and Metsera, must deliver as COVID windfall fades and major assets like Eliquis and Prevnar approach patent cliffs.
Pfizer Inc (NYSE:PFE) shares are down 3.2% to trade at $25.40 at last check, despite surpassing earnings and revenue expectations for the fourth quarter.
While the top- and bottom-line numbers for Pfizer (PFE) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Pfizer Inc (NYSE:PFE, XETRA:PFE) reported fourth-quarter and full-year 2025 results on Tuesday, exceeding analyst expectations on adjusted earnings even as sales of its COVID-19 products fell. The pharmaceutical company's beat on profit wasn't enough to offset concerns about declining COVID-19 revenue and future growth uncertainties, with shares dropping 4.3% on Tuesday morning in New York.
Pfizer (PFE) came out with quarterly earnings of $0.66 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.63 per share a year ago.