Zacks.com users have recently been watching Pfizer (PFE) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
PFE beat Q4 estimates, but weak COVID sales and soft 2026 guidance kept shares muted as investors weigh pipeline strength against looming headwinds.
Pfizer (PFE) remains a 'Hold' due to near-term headwinds, including a $1.5B patent cliff in 2026 and declining Covid-19 revenues. PFE's long-acting GLP-1 obesity program, bolstered by the Metsera acquisition, shows promise but lacks approval until at least 2028. Excluding Covid-19 products, PFE achieved 6% operational revenue growth in 2025, but total revenues declined 2% year-over-year.
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.