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

    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
  • 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
  • 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
  • Capital expenditures expected to be slightly over $3 billion in 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
  • Excluding COVID products and LOE cliff, Pfizer expects revenues to grow 4% operationally in 2026

    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
  • 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
What we know · the intelligence behind this page
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What we're seeing
Enterprise AI Agents Go Mainstream, But Trustworthy Data Access Lags Adoption
A wave of enterprise AI agent activity — fresh funding (Latitude's $35M Series A), a run of CB Insights CEO interviews spotlighting fintech- and healthcare-focused agent startups (Covecta, Penguin AI, Maisa AI), and major platform partnerships (Microsoft-Mistral, Manulife-Microsoft AI governance, Siemens-NVIDIA agentic EDA, Box's agent security controls) — signals agentic AI moving from pilot to production across financial and enterprise workflows. Yet Google Cloud's own research shows adoption is outrunning data readiness (companies average AI access to only 45% of their data, with 'data laggards' capped near 30%), while insider selling at incumbent C3.ai hints at mixed investor conviction even as the broader ecosystem accelerates.
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