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Yahoo
09-07-2025
- Business
- Yahoo
Pfizer Earnings Preview: What to Expect
With a market cap of $145.7 billion, Pfizer Inc. (PFE) is a global, research-driven biopharmaceutical company, specializing in the discovery, development, and commercialization of innovative medicines and vaccines across diverse therapeutic areas. With a strong late-stage pipeline and strategic partnerships, Pfizer maintains a robust presence in both established and emerging healthcare markets. The New York-based company is slated to announce its fiscal Q2 2025 results before the market opens on Tuesday, Aug. 5. Ahead of the event, analysts predict Pfizer to report an adjusted EPS of $0.57, down 5% from $0.60 in the year-ago quarter. However, the company has surpassed Wall Street's bottom-line estimates in the past four quarterly reports. In Q1 2025, PFE exceeded the consensus adjusted EPS estimate by 43.8%. This Underdog AI Stock Just Got a New Street-High Price Target Nvidia Scores Another Sovereign AI Win. How Should You Play NVDA Stock Here? Covered Call ETFs Are Popular, But My Favorite Options Trade Is Even Better Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! For fiscal 2025, analysts expect the drugmaker to report adjusted EPS of $3.06, a decline of 1.6% from $3.11 in fiscal 2024. Nevertheless, adjusted EPS is anticipated to grow nearly 1% year-over-year to $3.09 in fiscal 2026. Shares of Pfizer have dropped 8.2% over the past 52 weeks, lagging behind both the S&P 500 Index's ($SPX) 11.9% rise and the Health Care Select Sector SPDR Fund's (XLV) 7.1% decrease over the same period. Shares of Pfizer rose 3.2% on Apr. 29 after the company reported Q1 2025 adjusted EPS of $0.92, beating the consensus estimate and rising 12% year-over-year. Despite an 8% revenue decline to $13.7 billion, investors reacted positively to strong performance from key products like Comirnaty, Vyndaqel family, and Padcev. Additionally, Pfizer reaffirmed its full-year 2025 guidance, projecting revenue between $61 billion - $64 billion and EPS of $2.80 - $3, signaling confidence in its pipeline and cost control. Analysts' consensus rating on Pfizer stock is moderately optimistic, with a "Moderate Buy" rating overall. Among 22 analysts covering the stock, six recommend a "Strong Buy,' one has a "Moderate Buy" rating, 14 give a "Hold" rating, and one suggests a "Strong Sell.' This configuration is slightly less bullish than three months ago, with seven analysts suggesting a "Strong Buy." As of writing, the stock is trading below the average analyst price target of $27.71. On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Globe and Mail
03-07-2025
- Business
- Globe and Mail
Pfizer Trades Above 50-Day Average for a Month: Time to Buy?
Pfizer PFE has reached a significant support level, making it an attractive option for investors from a technical standpoint. Since the end of May, the stock has been trading above its 50-day simple moving average (SMA), indicating a short-term bullish trend. The 50-day SMA is a key indicator for traders and analysts, used to identify support and resistance levels. It is considered particularly important as it's the first marker of an uptrend or a downtrend. The stock has consistently traded below its 50-day average since mid-March till the end of May as it faces several headwinds, including declining sales of its COVID-19 products, U.S. Medicare Part D changes and the looming threat of patent expirations on several key drugs. However, despite the headwinds, its key drugs like Vyndaqel, Padcev, Eliquisand new and newly acquired products should continue to drive top-line growth. Its cost cuts and internal restructuring are saving costs. Let's understand the company's strengths and weaknesses to better analyze how to play the stock as it consistently trades above the 50-day SMA mark. Sales of PFE's COVID Products Declining With the end of the pandemic, sales of Pfizer's COVID products, Comirnaty and Paxlovid, came down to around $11 billion in 2024 from $56.7 billion in 2022. In 2025, Pfizer's revenues from Paxlovid and Comirnaty are expected to be similar to 2024. COVID revenues may decline further in future years, depending on infection rates. PFE's New Drugs & Seagen Acquisition Drive the Top Line Though COVID revenues are declining, Pfizer's non-COVID operational revenues improved in 2024, driven by its key in-line products like Vyndaqel, Padcev and Eliquis, new launches and newly acquired products like Nurtec and those from Seagen (December 2023. The positive trend continued in the first quarter of 2025. Continued growth of Pfizer's diversified portfolio of drugs, particularly oncology, should support top-line growth in 2025. Pfizer's new products/late-stage pipeline candidates and newly acquired products, including those acquired from Seagen, position it strongly for operational growth in 2025 and beyond. Pfizer expects the 2025 to 2030 revenue CAGR to be approximately 6%. PFE Enjoys a Strong Position in Oncology Pfizer is one of the largest and most successful drugmakers in oncology. The addition of Seagen strengthened its position in oncology. Its oncology revenues are rising, driven by drugs like Xtandi, Lorbrena, the Braftovi-Mektovi combination and Padcev. Pfizer has ventured into the oncology biosimilars space and markets six biosimilars for cancer. Pfizer also advanced its oncology clinical pipeline with several candidates entering late-stage development, like sasanlimab, vepdegestrant and sigvotatug vedotin. By 2030, it expects to have eight or more blockbuster oncology medicines in its portfolio. In May, Pfizer inked an exclusive licensing deal with China's 3SBio for the latter's dual PD-1 and VEGF inhibitor, which will strengthen its oncology pipeline. Pfizer is also working on expanding the labels of approved products (oncology as well as non-oncology) like Padcev, Adcetris, Litfulo, Nurtec, Velsipity and Elrexfio, among others. Other Headwinds in 2025 Though Pfizer expects a moderate negative impact on revenues from the loss of exclusivity in 2025, the impact is expected to be significant in the 2026-2030 period as several of its key products, including Eliquis, Vyndaqel, Ibrance, Xeljanz and Xtandi, will face patent expirations. Pfizer expects an unfavorable impact of approximately $1 billion from the Medicare Part D redesign under the IRA. Higher-priced drugs, including Vyndaqel, Ibrance, Xtandi and Xeljanz, are expected to be most affected by the IRA. In April, Pfizer said it is discontinuing the development of its GLP-1R agonist, danuglipron, which was developed as a weight loss pill. Pfizer took the decision after one of the participants in the dose-optimization studies developed a potentially drug-induced liver injury, which resolved after danuglipron was discontinued. Novo Nordisk NVO and Eli Lilly LLY currently dominate the obesity market with their GLP-1 injections. PFE's Stock Price, Estimates & Valuation Pfizer's stock has declined 1.1% so far this year against an increase of 0.8% for the industry. PFE Stock Underperforms Industry From a valuation standpoint, Pfizer appears attractive relative to the industry and is trading below its 5-year mean. Going by the price/earnings ratio, the company's shares currently trade at 8.23 forward earnings, lower than 15.05 for the industry and the stock's 5-year mean of 10.87. The stock is also much cheaper than other large drugmakers like AbbVie, Novo Nordisk, Lilly, AstraZeneca, J&J and others. PFE Stock Valuation The Zacks Consensus Estimate for earnings has remained unchanged at $3.06 per share for 2025 and $3.09 per share for 2026 over the past 30 days. PFE Estimate Movement Stay Invested in PFE Stock Pfizer faces its share of challenges, including declining sales of its COVID-19 products, U.S. Medicare Part D headwinds, the upcoming loss of exclusivity (LOE) cliff in the 2026-2030 period, uncertainties around tariffs and a volatile macro environment. However, with COVID-related uncertainties diminishing, its revenue volatility is declining. Pfizer's key drugs like Vyndaqel, Padcev and Eliquis and new and newly acquired products should continue to drive top-line growth. Pfizer expects cost cuts and internal restructuring to deliver savings of $7.7 billion by the end of 2027. Pfizer's significant cost reduction and efforts to improve R&D productivity measures should drive profit growth. Though Pfizer does not expect strong top-line growth over the next three years due to the LOEs, it expects EPS growth. Pfizer's dividend yield stands at around 7%, which is impressive. Investors should continue to retain this Zacks Rank #3 (Hold) stock in their portfolio as it appears to have significant upside potential. Its new drugs and a robust pipeline may help navigate the upcoming LOE period. It will be a great pick for value investors, considering its cheap valuation, and for income investors due to its sky-high dividend yield. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. 5 Stocks Set to Double Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%. Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. Today, See These 5 Potential Home Runs >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Pfizer Inc. (PFE): Free Stock Analysis Report Novo Nordisk A/S (NVO): Free Stock Analysis Report Eli Lilly and Company (LLY): Free Stock Analysis Report
Globe and Mail
24-06-2025
- Business
- Globe and Mail
Pfizer to Face Several Headwinds: Can It Successfully Navigate Them?
Pfizer PFE is likely to encounter several headwinds in the next couple of years that can hurt its sales and profits, the first being declining sales of COVID products, Comirnaty and Paxlovid. In 2025, Pfizer's revenues from Paxlovid and Comirnaty are expected to be similar to 2024. COVID revenues may decline further in future years, depending on infection rates. Though Pfizer expects a moderate negative impact on revenues from the loss of exclusivity ('LOE') in 2025, the impact is expected to be significant in the 2026-2030 period as several of its key products, including Eliquis, Vyndaqel, Ibrance, Xeljanz and Xtandi, will face patent expirations. In addition, Pfizer expects an unfavorable impact of approximately $1 billion from the Medicare Part D redesign under the Inflation Reduction Act (IRA), which takes effect in 2025. Higher-priced drugs, including Vyndaqel, Ibrance, Xtandi and Xeljanz, are expected to be most affected by IRA. Moreover, stocks of vaccine makers like Pfizer have been under pressure with the appointment of Robert F. Kennedy Jr., a well-known vaccine skeptic, as the Secretary of Health and Human Services. In addition to all this, uncertainties around tariffs and a volatile macro environment, coupled with escalating geopolitical tensions in various parts of the world, have muted economic growth. However, despite all the headwinds, we believe Pfizer's key drugs like Vyndaqel, Padcev and Eliquis and new and newly acquired products should continue to drive top-line growth. Pfizer's significant cost-reduction and efforts to improve R&D productivity measures should drive profit growth. Though Pfizer does not expect strong top-line growth over the next three years due to the LOEs, it expects EPS growth. Medicare Part D Changes to Hurt Other Drugmakers' Sales In 2022, in the United States, Congress passed the IRA, which made significant changes to how drugs are covered and paid for under Medicare, including penalties for significant increases in the prices of drugs. Among other measures, the IRA requires the U.S. Department of Health and Human Services to effectively set prices for certain single-source drugs and biologics reimbursed under Medicare Part B and Part D. Similar to Pfizer, some other drugmakers like J&J JNJ, Amgen, Merck MRK and Eli Lilly LLY also expect an unfavorable impact of the Medicare Part D redesign on their top line. J&J expects Medicare Part D redesign to hurt sales of drugs like Stelara, Tremfya, Erleada and pulmonary arterial hypertension drugs. Merck and Lilly expect the government price setting to hurt sales of their diabetes drugs, Januvia/Janumet and Jardiance, respectively, in 2026. Amgen's Enbrel and Otezla have been selected for Medicare price setting beginning in 2026 and 2027, respectively. PFE's Price Performance, Valuation and Estimates Pfizer's stock has declined 6.2% so far this year compared with a decrease of 1.3% for the industry. From a valuation standpoint, Pfizer appears attractive relative to the industry and is trading below its 5-year mean. Going by the price/earnings ratio, the company's shares currently trade at 7.82 forward earnings, lower than 14.81 for the industry and the stock's 5-year mean of 10.89. The Zacks Consensus Estimate for 2025 earnings has risen from $2.99 per share to $3.06 per share, while that for 2026 has gone up from $3.02 to $3.09 per share over the past 60 days. Pfizer has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Zacks Names #1 Semiconductor Stock It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom. With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028. See This Stock Now for Free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Johnson & Johnson (JNJ): Free Stock Analysis Report Pfizer Inc. (PFE): Free Stock Analysis Report Merck & Co., Inc. (MRK): Free Stock Analysis Report Eli Lilly and Company (LLY): Free Stock Analysis Report
Yahoo
22-06-2025
- Business
- Yahoo
Wolfe Research Initiates Coverage of BridgeBio Pharma (BBIO) with ‘Outperform' Rating
BridgeBio Pharma, Inc. (NASDAQ:BBIO) is one of the 10 biotech stocks screaming a buy. On June 17, Wolfe Research initiated coverage of the stock with an 'Outperform' rating and a $49 price target. The research firm reiterated the company's solid position amid the 'TTR craze' while also echoing its commercial execution strategy. A medical technician wearing a lab coat operating machinery in a biopharmaceutical laboratory. Consequently, Wolfe Research expects BridegBio's revenue to total $569 million in 2025 before rising to $3.4 billion by 2028. It should peak at $4.4 billion in 2034. For the upcoming second quarter, the research firm expects the company to deliver revenue of $106 million, slightly below market expectation of $111 million. While the stock has shown a remarkable return of 42% year to date, Wolfe Research insists it must navigate several challenges to maintain the positive momentum. It must navigate the potential Vyndaqel loss of exclusivity, achondroplasia data versus competition, and pipeline products. In addition, consistent revenue growth and expanding operating margins will be crucial to the company's long-term success. BridgeBio Pharma, Inc. (NASDAQ:BBIO) is a biopharmaceutical company that develops and delivers transformative medicines for genetic diseases. Its pipeline includes a range of development programs, from early science to advanced clinical trials. While we acknowledge the potential of BBIO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 Best Software Stocks to Buy Now and 11 Must-Buy AI Stocks Analysts Are Betting On. Disclosure: None. Sign in to access your portfolio
Yahoo
05-06-2025
- Business
- Yahoo
Pfizer (NYSE:PFE) Exceeds Sales Milestone With Cresemba In Asia Pacific And China
Pfizer announced robust sales for the antifungal drug Cresemba in partnership with Basilea Pharmaceutica Ltd, marking significant growth in key Asian markets. Despite this achievement, Pfizer's stock price was relatively flat last week, reflecting a broader market trend rather than significant movements unique to the company. The company's announcements, including significant clinical trial results and strategic drug market expansions, provided positive context. However, these events primarily added weight to the overall market's modest rise, suggesting a stable, yet unremarkable impact on Pfizer's share price amid ongoing economic and trade developments. Be aware that Pfizer is showing 3 risks in our investment analysis. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. Pfizer's recent announcement concerning Cresemba's sales growth in Asian markets is a positive indicator for its revenue outlook. However, despite these gains, Pfizer's shares have remained flat, reflecting broader market trends rather than company-specific news. This lack of movement underscores persistent challenges, such as competition and declining utilization of key drugs like Paxlovid and Vyndaqel, potentially impacting future revenues and earnings forecasts. Over the past five years, Pfizer's total shareholder return, including dividends, was a decrease of 13.55%. This decline highlights performance concerns, particularly as Pfizer underperformed the broader US market, which recorded an 11.6% gain over the last year. Despite becoming profitable this year, Pfizer's forecasted revenue contraction of 2.1% per year over the next three years reflects ongoing challenges within the pharmaceutical industry. Pfizer's current share price at approximately US$24.41 shows a sizable discount compared to the consensus analyst price target of US$29.24. This gap suggests moderate investor skepticism about future growth, as analysts expect profit margins to rise yet predict revenue and earnings pressures. While Pfizer aims to stabilize through R&D advancements and international market penetration, these efforts will need to counteract competition's influence to align closer with the anticipated price target. Unlock comprehensive insights into our analysis of Pfizer stock in this financial health report. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NYSE:PFE. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
