NYSE:PFE

Pfizer Inc (PFE)

25.69
+0.35 (1.38%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 31 opinions in the last 12 months.

Pfizer Inc. (PFE) is currently facing significant challenges, primarily due to a patent cliff and a lack of earnings momentum following the COVID-19 pandemic. Many experts express concerns over its drug pipeline, indicating that the company is in need of a blockbuster drug to drive future growth. While it maintains an attractive dividend yield—ranging from 6.4% to 7%—there is skepticism about the sustainability of this yield if new profitable drugs are not developed soon. The stock’s valuation is seen as low, trading at around 8-10 times earnings, which some experts believe might make it appealing for patient investors. However, the consensus also points to caution due to the industry-wide challenges, including cost-cutting measures and potential government pressure on drug pricing.

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Consensus
Hold
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Valuation
Undervalued
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NVO
PAST TOP PICK
(A Top Pick May 18/07. Down 23%.) Have not proven to be defensive. Most of the major drug companies have more of their larger drugs coming off patent shortly. At this point, downside risk looks pretty limited. 6% plus yield. A Hold.
PAST TOP PICK
(A Top Pick May 2/07. Down 20%.) Still in his Top 10. His model price is $34.72, a 74% positive differential.
DON'T BUY
The trouble he has with the big pharmaceuticals is that they are having a terribly hard time reinventing themselves. They all have good yields. The FDA right now is turning the taps off. It is harder and harder to get approval. Would be very cautious on this sector. The one exception is Johnson & Johnson (JNJ-N), which seems to have a better approach than their peers.
BUY
This has not been a good experience over the last year. Stock has come off pretty sharply. All of the drugs are coming off patent for the big pharmaceuticals. Trading at under 10X earnings and is still earning 35% on its equity and yielding over 6%.
DON'T BUY
US pharmaceutical sector is under tremendous pressure. Starting to see a run off in many of the product portfolios and a wind down of patent protection. With the potential change of government he expects the whole sector will be under pressure.
TOP PICK
Good stock to own in a bad market. 6% yield. $25 billion in cash. The bad news is known including some of the big drugs coming off of patent and the lull before some of their late stage pipe line starts to kick in.
DON'T BUY
This is a difficult one for a value investor. The stock is down quite a bit and has a great balance sheet with a lot of cash. However, this could be a value trap. Looking forward, this company is going to be losing a lot of its primary drugs. Also, there is an election coming up and the rules may change on drug pricing.
HOLD
Dividend over 6%. Would hold for the dividend. Wouldn’t buy.
HOLD
They’ve got lots of cash, therefore their dividend is safe. Not sure if they are going to be able to build their business to have significant growth.
BUY
Pretty cheap. Has been a dog over the last year but you are getting a 5.5% dividend. PE is 11X’s. Their patent on the Lipitor drug expires, but not for another 12 years. Cash flow from this is about 40% of their profit and they are moving into other new drugs. If the Democrats win, the question is will they get squeezed on Medicare but that is already built into the stock.
BUY
Trading at 10X earnings, which is the lowest he has ever seen a US pharmaceutical. They are great beneficiaries of the lower US$. Have a great international business. Have lots of cash for acquisitions.
BUY
(Market Call Minute.) At this price, you can be a buyer and sell at $26 or so.
TOP PICK
He has a model price of $40.10, which is a 76% positive differential. Has up its dividends considerably and has positive earnings revisions.
DON'T BUY
Their pipeline has just not produced new drugs. When you buy this stock now, you are getting a series of cash flows on the existing drugs, but a lot of them are coming off patent. Just acquired a company that has a very small drug, which to him, is a sign of desperation.
DON'T BUY
This is the worst of times for giant pharmaceutical companies. Now spending more on marketing than they are on research/development. Ongoing huge costs of developing new drugs that are safe are a drag. Also, cost of litigation remains a huge burden. Probably safer with the generic companies.
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