Pfizer's revenue is stabilizing after the COVID cliff, with Q2 2026 growth of 2.6% YoY and gross margin expanding to 72.8% from 64.3% a year earlier, reflecting a favorable product mix. However, the company faces a significant patent cliff and IRA pricing pres...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth turned positive at 2.6% YoY in Q2 2026, with gross margin expanding to 72.8% from 64.3% a year earlier, though net income swung to a -$246M loss due to below-the-line items.
Pfizer's oncology drugs like Padcev, Lorbrena, and Talzenna are performing well, with pivotal trials for weight-loss drugs planned for 2026.
The company's strategy includes acquiring and developing new products, which could enhance revenue.
Technical analyses suggest a potential stabilization above $25.00, with targets of $28.00-$29.00.
Key products like Eliquis and Ibrance will lose patent protection between 2026 and 2030, potentially impacting revenues by $1.5 billion in 2026.
Sales from the COVID-19 vaccine and antiviral are expected to decline further in 2026, affecting overall revenue.
Competition in breast cancer treatments and obesity drugs from companies like Eli Lilly and Novo Nordisk could erode market share.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 4, 2026 | $0.77+12.9% vs $0.68 | $15.0B+4.4% vs $14.4B |
Q2 2026 May 5, 2026 | $0.75+3.9% vs $0.72 | $14.5B+4.4% vs $13.8B |
Q1 2026 Feb 3, 2026 | $0.66+16.4% vs $0.57 | $17.6B+4.2% vs $16.8B |
Q4 2025 Nov 4, 2025 | $0.87+37.4% vs $0.63 | $16.7B+0.9% vs $16.5B |
Novo Nordisk maintains high profitability through its specialization in chronic disease management and metabolic health. Pfizer is aggressively diversifying its portfolio through strategic acquisitions in oncology and obesity to counter upcoming patent expirations.
NEW YORK--(BUSINESS WIRE)--Pfizer Inc. (NYSE: PFE) today presented results from two Phase 3 trials evaluating the efficacy and safety of LITFULO® (ritlecitinib) as a once-daily oral treatment across a wide range of disease extent. In the two studies, TRANQUILLO 2 and TRANQUILLO, LITFULO 100 mg and 50 mg, respectively, significantly improved facial and total body repigmentation compared to placebo. These improvements were supported by patient-reported outcomes indicating reduced disease severity.
Pfizer has faced the challenges of declining coronavirus portfolio revenue and patent expirations in recent years. Today, the company's investments in new products and acquisitions are starting to pay off.
Pfizer (PFE) closed the most recent trading day at $28.1, moving 1.47% from the previous trading session.
Benchmark PFE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Pfizer Inc. (PFE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $27.80 | $158.44B | 20.44 | -1.65% | 12.42% | 8.87% | 6.18% | |
| $256.03 | $616.32B | 23.21 | 6.05% | 21.58% | 25.75% | — | |
| $144.30 | $356.4B | 19.82 | 1.18% | 4.78% | 6.59% | — | |
| $262.82 | $464.35B | 110.89 | 8.57% | 9.81% | — | — | |
| $1142.85 | $1.08T | 49.80 | 44.7% | 33.53% | 92.53% | — | |
| $61.15 | $124.87B | 17.72 | -0.22% | 18.87% | 46.69% | — |
Pfizer Inc. (PFE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Pfizer Inc. (PFE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
Jun 18, 2026·SEC
Jun 18, 2026·SEC
Get notified when PFE posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Pfizer Inc. (PFE) stock FAQ — growth, dividends, profitability & financials explained
Pfizer Inc. (PFE) reported $63.70B in revenue for fiscal year 2025. This represents a 463% increase from $11.31B in 1996.
Pfizer Inc. (PFE) saw revenue decline by 1.6% over the past year.
Yes, Pfizer Inc. (PFE) is profitable, generating $4.33B in net income for fiscal year 2025 (12.4% net margin).
Yes, Pfizer Inc. (PFE) pays a dividend with a yield of 6.18%. This makes it attractive for income-focused investors.
Pfizer Inc. (PFE) has a return on equity (ROE) of 8.9%. This is below average, suggesting room for improvement.
Pfizer Inc. (PFE) generated $10.99B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
