NYSE:PFE

Pfizer Inc (PFE)

24.04
-0.68 (2.75%)
as of Jun 24, 2026, 8:00:00 pm Market Open.
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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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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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