Pfizer (PFE) Down 0.6% Since Last Earnings Report: Can It Rebound?

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• 2026 adjusted EPS expected in range of $2.80-$3.00, representing decline from 2025 EPS of $3.22 due to dilutive impact of 3SBio and Metsera deals, lower COVID revenues and higher taxes

  80% confidence

• Capital expenditures expected to be slightly over $3 billion in 2026

  80% confidence

• 2026 expected to be catalyst-rich year with key data readouts in obesity and oncology programs

  80% confidence

• 2026 revenues expected between $59.5 billion and $62.5 billion, representing decline from 2025 due to lower COVID product revenues and loss of exclusivity cliff of approximately $1.5 billion

  80% confidence

• Excluding COVID products and LOE cliff, Pfizer expects revenues to grow 4% operationally in 2026

  80% confidence

• Johnson & Johnson expected to post earnings of $2.68 per share for current quarter, indicating change of -3.3% from year-ago quarter

  80% confidence

• COVID sales expected to be approximately $5 billion in 2026, representing decline from 2025 COVID sales of around $6.7 billion

  80% confidence

• Adjusted R&D expenses expected between $10.5 billion and $11.5 billion in 2026

  80% confidence

• Pfizer has Zacks Rank #3 (Hold) with expectation of in-line return in next few months

  80% confidence

• Adjusted SI&A spending targeted between $12.5 billion and $13.5 billion in 2026

  80% confidence

• Plans to start 20 pivotal studies in 2026, including 10 for ultra-long-acting obesity candidates from Metsera acquisition and four for PF-08634404 dual PD-1/VEGF inhibitor

  80% confidence

• Adjusted gross margin expected to be in the mid-70s percentage range for 2026

  80% confidence

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