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Source document· March 5, 2026

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

View original at finance.yahoo.com
Pfizer (PFE) Down 0.6% Since Last Earnings Report: Can It Rebound? It has been about a month since the last earnings report for Pfizer (PFE)…
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  • Excluding COVID products and LOE cliff, Pfizer expects revenues to grow 4% operationally in 2026

    80% confidence

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

    80% confidence

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

    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

  • 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

  • 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

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

    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

  • Capital expenditures expected to be slightly over $3 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
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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Pfizer (PFE) Down 0.6% Since Last Earnings Report: Can It Rebound? — Source | Via News | Via News