NYSE:PFE

Pfizer Inc (PFE)

25.21
+0.20 (0.78%)
as of Aug 3, 2026, 1:30:21 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
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.
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.
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