NYSE:PFE

Pfizer Inc (PFE)

25.01
+0.10 (0.40%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 2, 2026, 12:00 am

This summary was created by AI, based on 23 opinions in the last 12 months.

Pfizer Inc. (PFE) is currently facing challenges following its pandemic-driven peak during which it surged due to COVID-19 vaccine sales. Experts have pointed out a lack of earnings momentum and concerns over a patent cliff, as key drugs have come off patent and the company needs to innovate to develop new blockbuster drugs. Despite these challenges, many analysts emphasize the attractive dividend yield, which remains around 6-8%. The company is pivoting towards growth areas such as obesity and oncology, and while there's a general belief that PFE is under pressure, patience from investors could yield positive results. Several insights indicate that while it may not attract immediate growth, the company’s efforts in acquisitions and drug development could eventually pay off, given time.

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Consensus
Hold
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Valuation
Undervalued
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MRK
BUY
Monday they hold an analysts meeting to discuss their drug pipeline. Their biggest problem is that the street thinks there isn't much more to this company than its Covid franchise. Untrue! They've made enough acquisitions and invested in their pipeline to keep making new drugs.
HOLD
Sell PFE to buy MRK? Likes and owns them both. MRK is more in the immuno oncology and cancer space, whereas PFE is more diversified. Defensive and growth characteristics. MRK hit a new high today. PFE hasn't done as well, but has performed over the last 2 years. Own both for different reasons. May want to trim in early part of next cycle. Yield is 3.3%.
BUY
It has always been part of their health care portfolio. It is losing some lustre and interest created by Covid but is still a good health care company with a good dividend. He likes others as well, maybe a bit better.
HOLD
When you're looking at pharma companies, you want to see the breadth of drugs that are in the pipeline, and any blockbuster drugs in there. You're also looking for dividends. Yield is 3.4%.
BUY
PFE vs. JNJ Coin flip. Both are stable for the long run. PFE is slightly cheaper right now.
SELL
Always a wall of worry around drug pricing, but rarely does it have a large impact. He sold this name after record revenues from vaccine news. He likes AZN, which is getting approval after approval. Another one is LLY, focusing on its diabetes and weight loss drug.
BUY
Healthcare is his biggest sector. HC is seeing the classic shift to defensives as inflation peaks. Also, HC trades at only 18x while utilities and staples trade at 21x, so it's the cheapest defensive. He owns Pfizer, UNH and Regeneron.
DON'T BUY
The entire drug sector hasn't been investable since the 1990s, because governments control drug prices and patent expiries. Pfizer is struggling to replace drugs coming off patent, like their cholesterol drug. It's really tough. It's a defensive sector, so the drug companies will hold up better and offer dividend growth.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Apr 19/22, Down 3.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PFE has triggered its stop at $48. To remain disciplined we recommend covering the position at this time.
DON'T BUY
Results highly influenced by Covid vaccine. Earnings might be stagnant going forward. His choice is MRK, reasonable and sustainable multiple of 12x and very good dividend. MRK's major drug is patent-protected until at least 2026, plus great drugs in pipeline.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Apr 19/22, Up 9.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PFE is progressing well. We now recommend trailing up the stop (from $42) to $48.
BUY
Diversified business, gold standard. PFE is making acquisitions, building out the pipeline from Covid cashflow wins. Good mRNA franchise, benefits of diversity, plus management team executing on pipeline of acquisitions.
PAST TOP PICK
(A Top Pick May 28/20, Up 45%) A defensive. Back then, they were working on the vaccine and luckily theirs was the most effective. He trimmed at $55, but still likes and holds it. The company has in the past struggled to build a pipeline of drugs. This morning they announced they will buy a company that treats migraines. They're spending $11 billion on their pipeline, which is promising. They earned $25 billion revenues in vaccines in 2021. Pays a great dividend. Remains a core holding.
COMMENT
They report Tuesday. They've made a lot of money during the pandemic. He hopes they buy another drug company to make up for looming patent explorations in the coming years. Shares were crushed today. Good yield and trades at 6x earnings, though.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly PFE has a long pipeline of new drugs focusing on oncology, rare diseases and vaccines, generating over $50 billion in annual sales. It trades at 13x earnings compared to peers at 20x. Latest reported earnings beat expectations by 27% and supports a ROE over 34%. Its dividend is backed by a payout ratio under 40% of cashflow. It is managing its cash reserves conservatively, maintaining a good war chest, while still retiring debt. We would recommend a stop loss at $42.00, looking to achieve $60.50 -- upside potential of 19%. Yield 3.0% (Analysts’ price target is $60.47)
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