Pfizer (PFE)
NYSEHealth CareDrug Manufacturers - GeneralSnapshot 2026-07-07
$24.07+1.48%
Close 2026-07-07 · 1-day change
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Track PFE free→Pfizer keeps its full-year 2026 revenue guidance of up to $62.5 billion. Adjusted EPS is expected between $2.80 and $3.00. The company targets $5.7 billion in cost savings by 2027. New acquisitions and approvals support growth in rare diseases and oncology.
Drug pricing pressures in key markets like Germany could reduce future revenues. Revenue growth is expected to decline about 4% next year. Cost savings may not fully offset margin pressures. CFO transition adds uncertainty to execution.
The market prices Pfizer about 25% below our fair value near $32. Analysts expect about -4% revenue growth. Our fair value is roughly 20% above the Street median, reflecting more optimism on growth and cost savings.
Breaks if: Adjusted EPS falls below $2.80 or above $3.00
Maintain revenue guidance of $59.5 to $62.5 billion and adjusted diluted EPS guidance of $2.80 to $3.00 for full-year 2026.
Stated as a priority in 6 of last 6 quarters. Management consistently reaffirmed full-year 2026 revenue guidance of $59.5 to $62.5 billion and adjusted diluted EPS guidance of $2.80 to $3.00. The financials show revenues of $14.5 billion in 2026-Q1, up 5% year-over-year, supporting the guidance. The trajectory is delivering as management maintains consistent guidance and quarterly revenues show growth.
Standing thesis, reviewed periodically — not a price target or advice.
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“We are reaffirming our full-year 2026 financial guidance, including Revenues in a range of $59.5 to $62.5 billion and Adjusted Diluted EPS in a Range of $2.80 to $3.00.”
“Reaffirms all components of full-year 2026 Financial Guidance, including Revenues in a Range of $59.5 to $62.5 Billion and Adjusted Diluted EPS in a Range of $2.80 to $3.00.”
“Reaffirms Full-Year 2026 financial guidance.”
“Reaffirms Full-Year 2026 Revenue guidance and raises Adjusted diluted EPS guidance.”
“Reaffirms All Components of Full-Year 2025 Financial Guidance, including Revenues in a Range of $61.0 to $64.0 Billion and Adjusted Diluted EPS in a Range of $2.80 to $3.00.”
“Reaffirms All Components of Full-Year 2025 Financial Guidance, including Revenues in a Range of $61.0 to $64.0 Billion and Adjusted Diluted EPS in a Range of $2.80 to $3.00.”
Breaks if: Dividend payments decline materially or share repurchase authorization withdrawn
Continue returning capital to shareholders through dividends and maintain flexibility for future share repurchases after de-levering balance sheet.
Stated as a priority in 6 of last 6 quarters. Management consistently emphasizes a capital allocation framework focused on dividend growth and potential share repurchases after de-levering. Financials show $2.4 billion dividends paid in 2026-Q1 and no share repurchases completed, with $3.3 billion authorization remaining. Trajectory is delivering on dividend returns with share repurchases deferred pending de-levering.
“Returning capital through $2.4 billion of cash dividends; potential to resume share repurchases after de-levering.”
“Capital allocation framework includes maintaining and growing dividends and potential share repurchases after de-levering.”
“No share repurchases completed; remaining authorization $3.3 billion; potential to return capital via repurchases after de-levering.”
“No share repurchases completed; maintaining balanced capital allocation strategy including dividends and potential repurchases.”
“No share repurchases completed; maintaining flexibility for value-creating transactions and potential repurchases.”
“No share repurchases completed; expects to sufficiently de-lever to return to balanced capital allocation strategy.”
Breaks if: Net cost savings fall short of $5.7 billion by end of 2027
Continue ongoing cost realignment program targeting approximately $5.7 billion in net cost savings by end of 2027, including SI&A and R&D productivity improvements.
Stated as a priority in 6 of last 6 quarters. Management has consistently communicated the cost realignment program targeting $4.5 billion net savings by end of 2025, expanded to $5.7 billion by end of 2027. Financials show operational expense reductions and ongoing productivity improvements, indicating delivering trajectory.
“Ongoing focus on operational efficiency and cost realignment program.”
“On track to deliver approximately $7.2 billion in overall anticipated net cost savings by end of 2027.”
“On track to deliver approximately $7.2 billion in overall anticipated net cost savings by end of 2027.”
“On track to deliver approximately $7.2 billion in overall anticipated net cost savings by end of 2027.”
“On track to deliver operating margin expansion from ongoing cost realignment program with approximately $4.5 billion of net cost savings by end of 2025.”
“On track to deliver overall net cost savings of approximately $4.5 billion by end of 2025 from ongoing cost realignment program.”
Breaks if: Material revenue declines due to drug pricing policy changes
Breaks if: Full-year revenue falls below $59.5 billion or above $62.5 billion
Maintain revenue guidance of $59.5 to $62.5 billion and adjusted diluted EPS guidance of $2.80 to $3.00 for full-year 2026.
Stated as a priority in 6 of last 6 quarters. Management consistently reaffirmed full-year 2026 revenue guidance of $59.5 to $62.5 billion and adjusted diluted EPS guidance of $2.80 to $3.00. The financials show revenues of $14.5 billion in 2026-Q1, up 5% year-over-year, supporting the guidance. The trajectory is delivering as management maintains consistent guidance and quarterly revenues show growth.
“We are reaffirming our full-year 2026 financial guidance, including Revenues in a range of $59.5 to $62.5 billion and Adjusted Diluted EPS in a Range of $2.80 to $3.00.”
“Reaffirms all components of full-year 2026 Financial Guidance, including Revenues in a Range of $59.5 to $62.5 Billion and Adjusted Diluted EPS in a Range of $2.80 to $3.00.”
“Reaffirms Full-Year 2026 financial guidance.”
“Reaffirms Full-Year 2026 Revenue guidance and raises Adjusted diluted EPS guidance.”
“Reaffirms All Components of Full-Year 2025 Financial Guidance, including Revenues in a Range of $61.0 to $64.0 Billion and Adjusted Diluted EPS in a Range of $2.80 to $3.00.”
“Reaffirms All Components of Full-Year 2025 Financial Guidance, including Revenues in a Range of $61.0 to $64.0 Billion and Adjusted Diluted EPS in a Range of $2.80 to $3.00.”