Philip Morris International Inc. (PM)
3 Reasons Philip Morris Is A Long-Term Buy (Rating Upgrade)
Philip Morris might have touched all-time highs recently, but there's still a case to upgrade it to buy. At a time when macroeconomic uncertainty could well drag on, the stock can be a portfolio stabilizer and offer continued passive income. Its seemingly effortless pivot towards non-combustibles is another point in its favor, putting it ahead of peers.
Gear Up for Philip Morris (PM) Q2 Earnings: Wall Street Estimates for Key Metrics
Beyond analysts' top-and-bottom-line estimates for Philip Morris (PM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.
Philip Morris (PM) Earnings Expected to Grow: Should You Buy?
Philip Morris (PM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Will Philip Morris (PM) Beat Estimates Again in Its Next Earnings Report?
Philip Morris (PM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Is Philip Morris' Pricing Power Behind Its Profit Strength?
PM's strong pricing and premium product mix fuel profit growth and margin gains in the nicotine category.
Philip Morris Gains 21% in 3 Months: How to Play the Stock?
PM is gaining ground with smoke-free products and cost cuts, but regulatory and currency risks call for caution.
PM Grows Smoke-Free Profit Share: Will Margins Keep Expanding?
Philip Morris' smoke-free shift gained momentum in the first quarter of 2025 as high-margin products drove profit growth and strengthened its portfolio mix.
Philip Morris: Balanced Risk With Smoke-Free Transition
We initiate Philip Morris International Inc. at Hold with a $170 target, citing strong smoke-free momentum but stretched valuation versus peers. Operational execution—especially ZYN and IQOS scaling—drives above-consensus EPS forecasts, with cost savings and mix shift fueling margin expansion. Supply chain constraints and regulatory risks could cap upside, making capacity execution and policy developments key swing factors for the stock.
Philip Morris: The Easy Money Has Been Made (Rating Downgrade)
Philip Morris has outperformed the market and tech giants over 5 years, driven by strong growth in smoke-free products like ZYN and IQOS. Despite impressive financial results and a successful smoke-free transition, I am downgrading my rating to neutral, due to limited upside and a lower dividend yield. PM now trades at a premium valuation with a sub-3% yield, making alternatives like MO, VZ, and growth stocks more attractive for new capital allocation.
Philip Morris: ZYN And IQOS Are Killing The 'Tobacco Is Dead' Myth
Philip Morris International's transformation to smoke-free products like ZYN and IQOS drives strong growth, higher margins, and outperformance, versus traditional tobacco peers. Despite a lower dividend yield than competitors, PM's capital appreciation and consistent dividend growth make it a superior long-term investment. Valuation is elevated at a 25.8x P/E, but justified by double-digit EPS growth, industry-leading profitability, and a future-proof product portfolio.
Philip Morris' Valuation Looks Overstretched: Time to Hit Pause?
PM's smoke-free pivot fuels a 50% rally, but its stretched valuation may signal a pause for investors.
2 Red-Hot Stocks Suited for Momentum Investors
Stocks making new highs tend to make even higher highs, particularly when analysts' positive earnings estimate revisions are present. And that's precisely what these companies have seen over recent months thanks to strong quarterly results.
