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

    80% confidence
  • Pfizer has Zacks Rank #3 (Hold) with expectation of in-line return in next few months

    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
  • 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
  • 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
  • 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
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Enterprise AI Agents Scale Up Through Partnerships and Funding, But Data Readiness Lags Ambition
A wave of vertical AI-agent startups (Swarm, Veridox, Avallon AI, DA2, F2, Earthian, Meanwhile, Covecta, Penguin AI, Maisa AI) is being funded and profiled just as major infrastructure players — Microsoft/Mistral, Siemens/NVIDIA, and Manulife/Microsoft — cement enterprise AI governance and compute partnerships. Yet a Google Cloud report shows AI agents still lack access to the majority of company data (only 45% on average), and insider selling at incumbent C3.ai signals investor caution even as adoption intent (100% planned agentic AI use within two years) races ahead of actual data infrastructure.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Berkshire Hathaway
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