Pfizer Inc.

NYSE:PFE 주식 리포트

시가총액: US$146.4b

Pfizer 향후 성장

Future 기준 점검 0/6

Pfizer 의 수익과 수익은 각각 연간 4% 및 1.7% 감소할 것으로 예상됩니다. EPS는 연간 3.2% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.7% 로 예상됩니다.

핵심 정보

-1.7%

이익 성장률

-3.24%

EPS 성장률

Pharmaceuticals 이익 성장14.4%
매출 성장률-4.0%
향후 자기자본이익률14.73%
애널리스트 커버리지

Good

마지막 업데이트11 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • May 03

PFE: Patent Cliff And GLP 1 Pipeline Will Shape Post Settlement Outlook

Pfizer's updated analyst price target has shifted slightly lower to $24.00 from $25.00 as analysts factor in a steeper projected revenue decline, a modestly higher profit margin outlook, and mixed views on the post-settlement pipeline and patent overhang. Analyst Commentary Recent research on Pfizer highlights a split view.
Seeking Alpha • May 01

Pfizer: Why You Should Double Down Into Q1

Summary Pfizer remains a high-conviction, undervalued Strong Buy with a robust pipeline and aggressive growth in oncology and obesity platforms. PFE's 2026 guidance reaffirmation is the key near-term catalyst, with management targeting $59.5–$62.5B revenue and $2.8–$3 EPS despite patent expirations. Onshoring high-margin production and aggressive cost-cutting are central to de-risking LOE headwinds and expanding operating margins through 2027. At 8.13x P/E and a 6.4% dividend yield, PFE offers compelling value versus peers, with risks around patent cliffs and obesity platform execution. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 19

PFE: GLP-1 And Oncology Advancements Will Support Post LOE Repricing

Pfizer's analyst fair value estimate has been adjusted modestly higher to $35.96 from $35.33, as analysts factor in recent price target raises and mixed views on the post-2028 pipeline, loss of exclusivity risks, and evolving expectations for the GLP-1 and oncology portfolios. Analyst Commentary Recent Street research on Pfizer reflects a split view, with some firms expressing caution around patent expiries and near term visibility, while other bullish analysts focus on the potential in GLP-1 and oncology programs, along with broader sector appeal in healthcare.
내러티브 업데이트 • Apr 05

PFE: Obesity And Oncology Pipeline Progress Will Drive Post LOE Rerating

Analysts have nudged Pfizer's implied fair value modestly higher to about $35.33 per share, citing recent price target increases of around $1 to $3 and research that highlights contributions from its GLP-1, oncology, and hematology pipelines, while also noting the long-term patent cliff and revenue uncertainty. Analyst Commentary Recent research on Pfizer shows a split view, with some firms highlighting long term headwinds from loss of exclusivity while others point to pipeline depth and business development as potential offsets.
내러티브 업데이트 • Mar 22

PFE: Patent Cliff And GLP 1 Pipeline Will Shape Post 2028 Outlook

Pfizer's updated analyst narrative keeps fair value steady at $25.00, with recent Street research showing price targets clustering from $25.00 to $35.00 as analysts weigh concerns about a post-2028 patent cliff against interest in the GLP-1, oncology, and collaboration pipelines, as well as healthcare's perceived appeal in a riskier macro backdrop. Analyst Commentary Recent Street research around Pfizer reflects a split view, with some firms pointing to potential in GLP-1, oncology, hematology, and collaborations, while others emphasize the scale and timing of the expected revenue cliff and limited visibility on offsets.
내러티브 업데이트 • Mar 08

PFE: Patent Cliff And GLP 1 Pipeline Will Shape Next Decade

Analysts lifted their fair value estimate for Pfizer from $23.00 to $25.00 per share, reflecting updated views that weigh a stronger GLP 1 and oncology pipeline against ongoing concerns about the patent cliff and near term revenue visibility. Analyst Commentary Recent Street research on Pfizer presents a mixed picture, with more cautious voices focusing on patent expirations, limited near term pipeline visibility, and questions around how quickly new therapies can support growth.
내러티브 업데이트 • Feb 21

PFE: Obesity Pipeline Progress Will Drive Post LOE Re Rating

Pfizer's updated analyst price target edges lower to about $35 per share. This reflects analysts' focus on ongoing losses of exclusivity, a slightly softer revenue and margin outlook, and tempered expectations for future P/E as some firms initiate or assume coverage with more cautious views around the next few years.
내러티브 업데이트 • Feb 07

PFE: Obesity Pipeline And LOE Headwinds Will Shape Future Re Rating

Narrative Update Analysts have trimmed their fair value estimate for Pfizer from $36.16 to $35.46, reflecting more cautious assumptions on revenue trends and profit margins, even as some on the Street highlight new assets and deals that they believe could support a higher future P/E multiple. Analyst Commentary Recent Street research on Pfizer highlights a mix of caution and optimism, with several firms reassessing how the pipeline and recent deals might offset upcoming patent expiries and support the valuation over time.
내러티브 업데이트 • Jan 24

PFE: Loss Of Exclusivity And Obesity Deal Costs Will Pressure Shares

Analysts have reduced their fair value estimate for Pfizer from $24.00 to $23.00 per share, citing lower revenue and margin assumptions, a slightly higher discount rate, and cautious views on patent expiries, while still noting ongoing interest in its pipeline and licensing deals. Analyst Commentary Recent Street research around Pfizer has been mixed, with some firms highlighting long term opportunities in areas like obesity and licensing, while others are stressing near term execution and patent expiry risks.
내러티브 업데이트 • Jan 10

PFE: Obesity Deal And LOE Overhang Will Shape Re Rating Potential

Analysts have trimmed their price expectations for Pfizer, citing ongoing revenue uncertainty around an expected US$15b to US$20b loss of exclusivity over the next few years, even as some see support from the obesity deal and a broader positive stance on large cap biopharma. Analyst Commentary Recent research highlights a split view on Pfizer, with some caution around the expected US$15b to US$20b loss of exclusivity over the next few years and others pointing to potential upside linked to obesity treatments and a broader positive stance on large cap biopharma.
분석 기사 • Jan 08

Pfizer (NYSE:PFE) Has Announced A Dividend Of $0.43

Pfizer Inc. ( NYSE:PFE ) will pay a dividend of $0.43 on the 6th of March. This makes the dividend yield 6.8%, which...
내러티브 업데이트 • Dec 25

PFE: Obesity Bid And Margin Outlook May Drive Re-Rating Ahead

Analysts have nudged their price target on Pfizer higher by $2 to $30, citing improving margin expectations and a more constructive sector backdrop, despite tempered revenue growth assumptions. Analyst Commentary Bullish analysts highlight that the latest price target increase reinforces a gradually improving sentiment toward Pfizer, with investors starting to look past the near term revenue slowdown and focus more on medium term cash flow durability and pipeline execution.
분석 기사 • Dec 18

Pfizer (NYSE:PFE) Has Affirmed Its Dividend Of $0.43

The board of Pfizer Inc. ( NYSE:PFE ) has announced that it will pay a dividend of $0.43 per share on the 6th of March...
내러티브 업데이트 • Dec 11

PFE: Obesity Pipeline Expansion Will Drive Upside Amid Sector Rerating

Analysts nudged their price target on Pfizer higher to $30 from $28, citing a sector wide rerating on benign U.S. drug pricing developments and the strategic upside from an expanded obesity pipeline and broader large cap biopharma innovation. Analyst Commentary Bullish analysts highlight that Pfizer is benefiting from a constructive shift in U.S. drug pricing expectations and a broader rerating of large cap biopharma, which supports the recent price target increase and stabilizes valuation multiples.
내러티브 업데이트 • Nov 13

PFE: Obesity Deal Will Drive Upside After Sector Underperformance And Portfolio Shifts

Pfizer’s analyst price target was raised from $28 to $30 per share, reflecting a modest increase in fair value. Analysts cite sector-wide re-rating and updated fundamentals, including acquisition activity and anticipated drug pipeline developments, as key drivers for the revision.
분석 기사 • Aug 12

Solid Earnings Reflect Pfizer's (NYSE:PFE) Strength As A Business

NYSE:PFE 1 Year Share Price vs Fair Value Explore Pfizer's Fair Values from the Community and select yours Pfizer...
Seeking Alpha • Apr 30

Pfizer's Q1 Update May Mark A Bottom In The Stock

Summary Pfizer is facing some revenue pressures due to some higher Medicare discounts, and this has led to a small miss on revenue delivery in Q1 FY25. Pfizer is making meaningful improvements on profitability and is on track to realize a ~12.3% margin lift from 2024 until the end of 2027 from various cost saving initiatives. Stopping R&D of an obesity drug that had $10 billion annual revenue potential is a major setback and if PFE tries M&A instead, there is a risk of overpaying again. PFE stock is trading at trough valuations and at a larger-than-usual discount vs peers. So I think there is some decent margin of safety. Technical analysis vs SPX500 suggests PFE may be forming a bottom, but strong buyer signals are still absent. Read the full article on Seeking Alpha
Seeking Alpha • Apr 23

Pfizer Earnings Preview: Pharma May Plumb New Depths After Obesity Drug Debacle

Summary Pfizer Inc.'s stock has performed poorly despite massive COVID-19 earnings, trading at a 12-year low due to flawed M&A deals and high debt levels. The discontinuation of danuglipron, a potential obesity drug, highlights Pfizer's struggle to develop successful new drugs, impacting its market position. Pfizer faces significant challenges including patent expiries, drug pricing controls, and questionable management decisions, casting doubt on its future performance. Despite these issues, Pfizer's high dividend yield and substantial revenue generation provide some investor appeal, but I maintain a "Hold" rating ahead of Q1 earnings. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:PFE - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202855,1679,71816,11417,42923
12/31/202759,37611,06217,77218,10025
12/31/202661,68911,06816,07118,89226
3/29/202663,3157,4799,48311,984N/A
12/31/202562,5797,7469,07511,704N/A
9/28/202562,7859,79710,37613,077N/A
6/29/202563,83310,72812,43815,188N/A
3/30/202562,4647,86711,22013,989N/A
12/31/202463,6278,0209,83512,744N/A
9/29/202460,4334,2748,22711,263N/A
6/30/202456,223-2,5934,8108,005N/A
3/31/202455,946-2885,1068,578N/A
12/31/202359,5542,1344,7938,700N/A
10/1/202369,27410,4698,17812,042N/A
7/2/202378,42021,49410,66514,560N/A
4/2/202393,15429,03520,20623,938N/A
12/31/2022101,17531,36626,03129,267N/A
10/2/202299,87829,95323,36226,599N/A
7/3/2022101,27529,48128,44031,454N/A
4/3/202292,43325,41031,78334,583N/A
12/31/202181,28822,41329,86932,580N/A
10/3/202168,87719,48529,76932,291N/A
7/4/202155,11912,23621,14123,552N/A
4/4/202146,0849,03213,47715,808N/A
12/31/202041,6516,63012,17714,403N/A
9/27/202032,33421210,51212,547N/A
6/28/202034,7376,97712,77714,967N/A
3/29/202038,1379,42711,70214,023N/A
12/31/201940,90510,707N/A12,588N/A
9/29/201953,03916,211N/A13,557N/A
6/30/201953,65612,638N/A14,306N/A
3/31/201953,85911,464N/A15,542N/A
12/31/201840,8253,824N/A15,827N/A
9/30/201853,37323,808N/A18,178N/A
7/1/201853,24422,545N/A17,808N/A
4/1/201852,67321,746N/A17,201N/A
12/31/201752,54621,305N/A16,802N/A
10/1/201752,4719,791N/A15,463N/A
7/2/201752,3478,308N/A15,311N/A
4/2/201752,5987,281N/A15,677N/A
12/31/201652,8247,198N/A16,192N/A
10/2/201653,2436,270N/A15,049N/A
7/3/201652,2867,036N/A15,332N/A
4/3/201650,9927,615N/A15,816N/A
12/31/201548,8516,948N/A14,688N/A
9/27/201547,9228,366N/A15,188N/A
6/28/201548,1968,913N/A14,631N/A

애널리스트 향후 성장 전망

수입 대 저축률: PFE 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.7%).

수익 vs 시장: PFE 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.7%).

고성장 수익: PFE 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: PFE 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -4%).

고성장 매출: PFE 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -4%).

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: PFE의 자본 수익률은 3년 후 14.7%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 18:18
종가2026/05/11 00:00
수익2026/03/29
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Pfizer Inc.는 44명의 분석가가 다루고 있습니다. 이 중 26명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David ToungArgus Research Company
Emily FieldBarclays
Kerry HolfordBerenberg