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
DON'T BUY
Legislation handcuffs big pharma by letting patents expire and turn to generics. This stops these companies from growing revenue. Big pharma has to keep hitting home runs to survive. When they can't, they cut costs or amalgamate them. He prefers biotechs.
TOP PICK
They spinning off their low-growth businesses, so the remaining core will be a much higher-growth company. Their will put out an R&D investor update in late March that will be a catalyst for shares to rise. Their but drugs will expire in 2026-7, but their drug pipeline is good enough--they have bench strength. (Analysts’ price target is $43.15)
HOLD
Trades at 14-15x earnings. Great dividend, almost 4%. Always pressure to develop drugs in the pipeline. Will have difficulty going into an election. Should do well over the long run.
COMMENT
The only way they are growing is through massive cost cutting and acquisition. These stocks will all give you dividend growth and decent cash flow. One of their star pain killers is off patent.
DON'T BUY
It's performed by cutting costs, not by growth. The reason is that as they develop new drugs, they go off-patent and lose billions. It's a cost story, simply. You're spinning your wheels here.
TOP PICK
He takes a contrarian view as the company reorganizes its business. They are making acquisitions including in the oncology and vaccine business. There are some big drugs coming out of the pipeline. They are becoming more focused on R&D and building out their pipeline. They have around 15 phase 3 drugs right now. Patent expiry is what you have to watch for with this name. (Analysts’ price target is $42.54)
COMMENT

He was concerned that GSK was getting more growth focused. They spun off their consumer products with Novartis, giving up their oncology department. Now they have a joint venture with Pfizer. Having it as a longterm asset is probably positive.

PAST TOP PICK
(A Top Pick Feb 08/19, Down 4%) All the drug stocks look so cheap here. His model price is $50.43.
PAST TOP PICK
(A Top Pick Feb 08/19, Down 7%) All the drugs have been moving spectacularly. There is a lot of value. His model price is 48.79 or a 28% upside. If we have a fall, these stocks will do very well.
PAST TOP PICK
(A Top Pick Dec 06/18, Down 13%) Under pressure due to patent loss and divesting off-patent division. Dividend is 3.9% and looks secure. Political noise has hurt healthcare. This is an opportunity. Starting to launch potential blockbuster drugs.
PAST TOP PICK
(A Top Pick Sep 09/19, Up 4%) He doesn't see upside in the drug space. He won't sell it, but won't add to it. This sector will be quiet as others rally. Hold.
HOLD
Dropped off with the spinoff. Very good dividend. Undervalued here because of political pressure. That's an opportunity. Healthcare companies tend to do well when the economic cycle matures. Be patient. Value stocks are emerging from their underperformance. Yield is 4%. (Analysts’ price target is $41.77)
WAIT
He liked this before, but has suffered a setback. The MFV is 37% higher than the present price. The earnings forecasts are rolling over, which worries him--it's a warning of bad things to come. He wouldn't buy this unless it fell to $30. Pays a 4% yield. Wait.
DON'T BUY

Real topline struggles over the past decade. Blockbusters go off patent and have to be replaced. Like bailing a leaky boat. You can only cut costs to make money for so long. If he had to pick one, he'd pick Merck. Their pipeline is superior to peers, and well managed. But he wouldn't own the industry at this point in the cycle.

DON'T BUY
Weak in the healthcare space. It's currently at support level, and it is entering seasonal weakness in mid-October.
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