NYSE:PFE

Pfizer Inc (PFE)

24.04
-0.68 (2.75%)
as of Jun 24, 2026, 8:00:00 pm Market Open.
581 watching
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Investor Insights
star iconJun 24, 2026, 12:00 am

This summary was created by AI, based on 29 opinions in the last 12 months.

Pfizer Inc (PFE) is facing significant challenges including a patent cliff and the aftermath of over-earning during the COVID-19 pandemic. The company has made efforts to bolster its drug pipeline through acquisitions, such as Seagen, but many experts express concerns about the lack of earnings momentum and blockbusters to drive growth. While the stock offers an attractive dividend yield (around 6-7%), there is a prevailing sentiment around its long-term growth prospects as reliance on cost-cutting and strategic acquisitions seems insufficient. Analysts highlight the need for a new growth catalyst, particularly in oncology, to reassure investors as the dividend yield may be at risk if substantial progress with new drugs is not achieved. Overall, patience is emphasized by many experts, with a hope that the stock will eventually perform better amid potential improvements in government policies and market conditions.

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Consensus
Hold
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Valuation
Undervalued
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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.
TOP PICK
He's bought and sold this at $43. They're Upjohn division is merging with Mylan and will spin it out. This will likely lead to the stock returning to the mid-$40's (Analysts’ price target is $42.75)
TOP PICK
It has long term support levels. At a great spot, and it is consolidating well. Would take advantage of the pullback here. The risk is to go up not down.
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