Pfizer

PFE

Market cap $146B

Pfizer has outperformed the S&P 500 since my previous call, driven by improving fundamentals and renewed share price momentum. Positive developments around the pipeline support long-term financial stability, reinforcing confidence in PFE's outlook. PFE's substantial 6.7% forward dividend yield appears secure, offering attractive income in a volatile market.

Pfizer remains a Strong Buy, with oncology breakthroughs, a revitalized obesity pipeline, and aggressive cost savings supporting a compelling value thesis. BRAFTOVI's Phase 3 success and PADCEV + Keytruda's expanded indications position PFE for blockbuster growth in precision oncology. The obesity pipeline, including MET-097i and a new oral candidate, could catalyze a major re-rating if Phase 3 data are positive.

In the latest trading session, Pfizer (PFE) closed at $25.56, marking a +1.63% move from the previous day.

Pfizer shares fall nearly 5% in a month after weak 2026 guidance, sparking debate over buying the dip or staying cautious.

PFE's oncology results should reflect steady growth from Seagen ADCs and key brands, offset by pricing and competitive pressures.

Pfizer remains a 'Buy' at current low valuation multiples, but faces significant headwinds from an impending patent cliff through 2030. Pfizer's top-line growth is challenged by steep declines in COVID product sales and upcoming loss of exclusivity for key drugs like Eliquis and Ibrance. The $7B Metsera acquisition stretches Pfizer's balance sheet, limiting future buybacks and major acquisitions while aiming to offset revenue declines.

Pfizer is preparing for a consumer market for obesity drugs on par with the booming business it saw after it launched erectile dysfunction drug Viagra in 1998, CEO Albert Bourla said on Monday.

Pfizer Inc. (PFE) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

NEW YORK--(BUSINESS WIRE)--Pfizer Inc. (NYSE: PFE) today announced positive results from Cohort 3, a separate randomized cohort of the pivotal BREAKWATER trial, evaluating BRAFTOVI® (encorafenib) in combination with cetuximab (marketed as ERBITUX®) and FOLFIRI (fluorouracil, leucovorin, and irinotecan) in patients with previously untreated metastatic colorectal cancer (mCRC) with a BRAF V600E mutation. At the time of this analysis, the BRAFTOVI combination regimen with FOLFIRI and cetuximab dem.

At the JPMorgan Healthcare Conference, drugmakers are expected to roll out key business and drug pipeline updates and splashy M&A deals.