PFE Ticker Curator

Key threats to PFE's COVID revenue:

• ACIP to discuss vaccine injuries and vote on recommendations next month.
• RFK Jr.-appointed panel questions...

Pfizer advances its mRNA flu vaccine pipeline with a new Phase 2 trial, reinforcing its push to build a durable vaccine franchise using mRNA beyond COVID—potentially supporting long-term growth expectations.

Pfizer finalized a pivotal agreement with Beam Therapeutics on Thursday, gaining exclusive global rights to novel gene editing technology. This marks a strategic pivot into gene editing, enhancing long-term pipeline potential.

Key risks to PFE immunization portfolio from HHS schedule cuts:

• 15 states sue over CDC reducing childhood schedule from 17 to 11 diseases, removing...

Pfizer's portfolio strengths shine for investors:

• Top products Prevnar 13, Vyndaqel, Eliquis drive major revenue and edge
• International sales hit...

Andra AP-fonden increased its Pfizer stake 22.1%, adding 180,600 shares to hold 996,700 worth $25.4M at Q3 end. This amid FDA full approval for...

Bearish Analyst Initiation

• 🔥 RBC Capital Underperform/$25: RBC Capital initiated coverage on Pfizer with an Underperform rating and $25 price...

• Dividend growth underperforms: 1Y rate at 2.38% (C grade) vs sector 4.48%; 10Y CAGR 4.76% trails 7.11%.
• FWD outlook weak on revenue (-2.50%) and...

Mixed financial health scores 49/100 overall:

• Revenue contracted 1.6% YoY to $62.6B (growth 24/100); FY net income $7.8B, ROE 9.0% (returns...

Key GLP-1 catalyst: Pfizer gains exclusive commercialization rights for ecnoglutide in mainland China, approved for Type 2 diabetes. Pending weight...

Analysts highlight Pfizer's growth levers amid challenges:

• Stock performance: +11.3% past 6 months vs. industry +24.4%
• Headwinds: COVID revenue...

• FDA full approval for first-line mCRC: BRAFTOVI (encorafenib) + cetuximab with FOLFOX or FOLFIRI
• BREAKWATER trial impact: Median OS doubled (30.3...

• Feb 25 initiation: RBC starts coverage at Underperform with $25 PT, flagging $15B-$20B revenue decline through 2030 and limited new product...

Earnings Beat & 2026 Guidance

• 🔥 Q4 2025 Results: Pfizer reported Q4 revenue of $17.6 billion, down 3% operationally, and adjusted diluted EPS...

Mixed signals on PFE valuation near $27: Consensus Hold from 22 analysts, avg PT $27.70 (2% upside), range $24-$35.

• Bears cautious: RBC...

Key resilience signals:

• Q4 EPS beat: $0.66 vs. $0.56-0.57 est., FY non-COVID rev up 6% op.
• 2026 guidance reaffirmed: $59.5-62.5B rev...

PFE closed at 27.09, down -0.05 (-0.18%) on 28,915,915 volume, with a 52-week range of 20.92 - 27.94. Nearing the top end signals strength for investors.