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

    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
What we know · the intelligence behind this page
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What we're seeing
AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
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Signals we're tracking
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.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
We flag conflicts openly ›
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Pfizer (PFE) Down 0.6% Since Last Earnings Report: Can It Rebound? — Source | Via News | ViaNews EU