NYSE:PFE

Pfizer Inc (PFE)

25.69
+0.35 (1.38%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
579 watching
0
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.

consensus icon
Consensus
Hold
valuation icon
Valuation
Undervalued
review icon
Similar
NVO
BUY
Has a 2-pronged approach to the drug industry with Teva Pharmaceuticals (TEVA-Q) as his growth generic company and this one as his value dividend play. It is giving great income until their pipeline improves.
PAST TOP PICK
(A Top Pick Feb 1/07. Down 10% including dividends.) This one has been the bane of all value managers. His model price is $37.57, a 66% positive differential. This one needs a catalyst.
PAST TOP PICK
(A Top Pick Dec 18/06. Down 7.4%.) Got decimated when they lost a lawsuit on Lipitor. Sold his holdings.
TOP PICK
This sector does well in a slowing economy. 5.6% yield. Has a war chest of almost $30 million in cash to be used for acquisitions. Share buybacks keep increasing the dividends. Mid/long-term pipeline is very promising. Yield and cash limit downside risk. A lot of potential upside surprises.
PAST TOP PICK
(A Past Top Pick Dec 21/06. Down 10.8%.) This one is probably the bane of all the value managers. Even boosted their dividend by 10%. His model price is $40.53, a 74% positive differential. If they could do anything to thin out that balance sheet, it would be a huge positive for the stock.
DON'T BUY
He threw in the towel last quarter and sold his holdings. The problem is they just haven't been developing new drugs and as time goes by, you get closer to patent expiration.
DON'T BUY
Big questions with drug companies are “How big is their pipeline of drugs and development?” “What’s the patent life of their big drugs?” and “How vulnerable are they to erosion from generics?”.
COMMENT
Pharma as an industry as a model is really at a crossroads. The chemical-based side is giving way to the biology-side of science. They have a lot of money, but do not have a good pipeline. The biology side is just the opposite. They have the largest phase 2 pipeline that they've ever had and that could translate by 2009 into the biggest phase 3. They own some, but are tempted to pull the plug.
PAST TOP PICK
(A Past Top Pick. Dec 5/06. Down 4.8%.) 5% yield is why he still likes it. All of the bad news is basically known. Sold their consumer products division for $19 billion and will use the cash for acquisitions, share buybacks, dividend increases and increase research. Recession resistant.
WAIT
It has all the value characteristics that he loves. Has a lot of net cash. Very cheap. Concerned about administration changes when the US election occurs and that their biggest selling drug Lipitor is about 30% of their sales.
PAST TOP PICK
(A Top Pick Dec 26/06. Down 12.6%.) Still undervalued. Hopefully there’s pressure on management to do something. His model price is $38.27. a 68.5% positive differential.
TOP PICK
(All 3 Top Picks are defensive, have good dividends, solid earnings and limited downside.) 5% yield and will probably raise the dividend. About $19 billion cash for acquisitions. Drugs that are coming off patent is already built into the stock.
PAST TOP PICK
(A Top Pick Dec 21/06. Down 5.6%.) The model price is $42.64, giving it a 73% positive differential.
DON'T BUY
Has taken it's licks. If they prevail on their lawsuits on their patents then they will go up. He likes the generics more then the big R & D houses.
BUY
Trading at a very attractive multiple (less then 10X next years earnings), 4.5% dividends. They have a lot of things going on in the pipeline. Must be patient with this though.
Showing 541 to 555 of 883 entries