NYSE:PFE

Pfizer Inc (PFE)

30.03
-0.39 (1.28%)
as of Oct 23, 2026, 8:00:00 pm Market Closed.
585 watching
0
HOLD

Going into slower growth, defensive stocks like those in healthcare tend to do very well. Benefited incredibly from Covid. Great business. Used to be much more broad-based, but sold them all off. Drugs take a long time to produce. Great dividend yield.

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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

We reiterate PFE as a TOP PICK.  With a ROE of 36% and trading at 7x earnings this is good value here.  The company expects to hear soon if its RSV vaccine will get approval as one of the first available for people over 60 years of age.  Cash reserves continue growing while the company retires debt. It pays a nice dividend, backed by a payout ratio un 30% of cash flow.  We continue to recommend a stop-loss at $35, looking to achieve $52.50 - upside potential over 28%.  Yield 3.9%

(Analysts’ price target is $52.52)
BUY

Good cash flow and pays a 3.7x dividend. Cheap at 12x PE. Good cardio drug in the pipeline, looking promising. Shares are down lately because of a general rotation and society is getting indifferent to Covid and vaccines. Management sees 7-9% revenue growth outside Covid vaccines. Strong balance sheet. Offers defence and offence.

BUY
It reports Tuesday. The street doesn't like it, because of the performance of PFE's Covid vaccines. He disagrees--there's much more to Pfizer than the street thinks.
DON'T BUY
Healthcare is weak at the start of each year. Pfizer chart shows lower lows and lower highs. Doesn't see a strong seasonal pattern for Pfizer now. Things pick up in May/June for healthcare.
DON'T BUY
The drug space is a difficult one to be in so he doesn't own stocks in that space. It did a massive business with the vaccine. Now it will have to spend a lot of cash to make acquisitions since the base business for the big pharmaceuticals is flattening.
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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 Following on its mRNA success with the COVID vaccine, PFE is advancing an RSV vaccine candidate that stimulated an immune response in pregnant women -- key to reduce RSV infection that impacts 125,000 infants in the US annually. The stock trades at only 9x earnings and 2.7x book. Recently reported earnings support a ROE of 35% and the company has been aggressively retiring debt. We recommend a stop-loss at $35, looking to achieve $55.50 -- upside potential over 22%. Yield 0% (Analysts’ price target is $55.49)
BUY ON WEAKNESS
It's been downgraded and shares have gone down. It's cheap enough now. Buy some now and buy more if the dividend rises back to 4% (at 3.6% now). Their pipeline looks promising.
PAST TOP PICK
(A Top Pick Jan 12/22, Down 15%) 11x forward PE. Outperforming S&P since early 2021. Healthy drug pipeline. Still sees 30B USD in sales for Covid vaccines and treatment. Defensive and steady growth. Weak relative to market in January, an opportunity. Yield is 3.5%.
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.
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