NYSE:PFE

Pfizer Inc (PFE)

25.01
+0.10 (0.40%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
581 watching
0
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.

consensus icon
Consensus
Hold
valuation icon
Valuation
Undervalued
review icon
Similar
MRK
DON'T BUY

As a general comment, the margins on the vaccines are not great by design. Their revenues in 2021 will grow quite smartly. The company has been stuck in the mud for some time. There will be 10% revenue growth. However, he fears it will be a one off. There is not a lot of opportunity for top line growth. There has been consolidation in the space to cut costs. Biopharma space is more positive, like Abbvie.

BUY

PFE vs. NVAX He'd absolutely go with PFE. Investors have been chasing growthy parts of the market and ignoring the stable areas. Vaccines don't move the needle for PFE the way they do for the others. A great long-term investment if you think rates will stay lower. Mature, decent balance sheet, good valuation.

DON'T BUY
Their vaccine will give them a boost in the near term, but it is not sustainable for their long term growth outlook. Their product pipeline is really hampering their growth outlook. Needs more visibility in their pipeline. It will continue to be depressed until there is movement here.
HOLD
He is focused on US healthcare sector, though he's not looking at the vaccine angle. You'll do fine long term. Reasonably valued, development potential. There will be an overhang as some of the fast money comes out and goes to pharma companies left in the dust.
PAST TOP PICK
(A Top Pick Jan 17/20, Down 15%) Committed to transitioning to a more pure play R&D-focused biopharmaceutical company. But it hasn't delivered. Consumer businesses are being spun out. Great vaccine business, but there's competition. OK at current valuations. Risk profile has changed. Finances will be impacted by number of vaccines actually needed.
PAST TOP PICK
(A Top Pick Feb 11/20, Up 1%) You are looking for their dividend but a lot of it sold off during 2020 and he eventually sold off in November on the vaccine news. He moved to another vaccine company.
WEAK BUY

He likes it. It is a way to play the vaccines. He has had MRNA-Q in the portfolio for a while. The growth of vaccines will be with us for some time. He feels the growth is there. He prefers to play the group through an ETF like XBI-T. You are going to see more money spent in vaccinations and they will be with us for a long, long time.

DON'T BUY

They're not in warp speed now, given the problems in vaccine distribution in various states. Pfizer's problem is that it isn't innovative like Eli Lilly or Bristol-Myers.

DON'T BUY

An area that's started to act better recently. Well managed. But doesn't understand what the catalysts are. Doesn't find it compelling. Consider the picks and shovels instead, like Agilent or Danaher, who benefit from growth in everyone's pipeline.

DON'T BUY
It has an interesting problem. It has the solution to COVID-19 and they have orders for billions of doses but the stock has not done anything. The earnings forecast for the company are going sideways. Analysts probably think the demand for COVID vaccines will decline sharply when COVID is over and then there will be all these plants that are idle. So looking longer term, they see the earnings as flat.
DON'T BUY

A core name, but it's hard for big pharma names like this to find a product to drive growth. He prefers biotechs which offer better growth, even ETFs like IBB.

COMMENT

PFE-N vs. MRNA-Q. PFE-N is a much, much larger company. MRNA-Q is bringing their first product ever to market. PFE-N is well established and their vaccine is one of many products. They also have many drugs going off patent but their pipeline is looking better. PFE-N is not one of her core holdings but their earnings growth should improve over time.

premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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 Sep 24/20, Up 17.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PFE has achieved its $42 target. To be disciplined, we are recommending covering 50% of the position. We are also recommending to trail up the stop to $33.
SELL
He sold it about two weeks ago when they put out the vaccine news. He was looking to trim or sell anyway. They are going through the spin-off of their generic business (UpJohn). He does not think the vaccine will be a long term driver on their financials. They had a miss in their oncology program back in June that impacted the long term growth rate going forward.
DON'T BUY
The positive vaccine news helped the stock rally but it has since given up the gains. There is not as much growth as you would like, and pay 13x earnings. Likes other names that has better growth. It has been moving sideways. The only reason to own it is for the dividend.
Showing 181 to 195 of 885 entries