Analyst Consensus ?
ConsensusHold39 ratings
Bullish1538.4%
Neutral2359.0%
Bearish12.6%
1 unmapped firm rating excluded from the percentages.
Pfizer Inc. · PFE · FY2025 Q1 · Calendar Q2 2025
Pfizer Maintains Guidance While Balancing Pipeline and Cost Pressures
The supplied analysis supports a conditional case for earnings resilience: cost discipline and pipeline progress may offset portfolio, tariff and policy pressures, but the evidence is incomplete because actual EPS and revenue are not supplied.
Reported Before market openNYSEHealthcare
$167.80B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.67
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $14.26B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+3.2%
Event window
SPY move
+0.6%
Same window
Abnormal move
+2.6%
Stock minus SPY
Volume
1.8×
Versus trailing sessions
Subsequent drift
-2.6%
Up to 20 sessions
PFESPY benchmark
Ask FN2 about PFE FY2025 Q1
Transcript, numbers and history already loaded
What drove PFE's +3.2% move after FY2025 Q1 earnings?What changed in PFE's guidance and outlook in FY2025 Q1?Give me the bull and bear case for PFE after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis highlights continued cost savings, multiple pipeline milestones, new ADC and vaccine work, and a discontinued program following a potential liver-injury signal. Management's guidance sentiment remained maintained.
Guidance delta
Management maintained FY2025 revenue and adjusted EPS guidance.
Key takeaways
- Management emphasized R&D productivity, oncology and obesity pipeline milestones, and new ADC programs.
- Cost-improvement initiatives and margin discipline remain central to the near-term plan.
- Tariffs, Medicare Part D redesign, loss of exclusivity and uncertain COVID-19 demand remain material risks.
Management priorities
- Advance ADC, obesity and vaccine programs through upcoming clinical and regulatory milestones.
- Continue cost-saving efforts and commercial execution across core brands.
- Manage tariff exposure, IRA-related pressure and the portfolio transition ahead of loss-of-exclusivity events.
Follow PFE with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$29.57Current
$20Low
$39.14Average
$70High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 16, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| JP Morgan | Neutral | Neutral | Maintain | Oct 9, 2026 |
| Cantor Fitzgerald | Neutral | Neutral | Maintain | Oct 8, 2026 |
| Scotiabank | Sector Outperform | Sector Outperform | Maintain | Oct 6, 2026 |
| HSBC | Hold | Hold | Maintain | Sep 10, 2026 |
| Guggenheim | Buy | Buy | Maintain | Aug 7, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Jul 13, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | Jul 10, 2026 |
| RBC Capital | Sector Perform | Underperform | Upgrade | Jun 10, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Apr 29, 2026 |
| UBS | Neutral | Neutral | Maintain | Apr 13, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Apr 10, 2026 |
| Argus Research | Buy | Hold | Upgrade | Mar 2, 2026 |
| Freedom Broker | Buy | Buy | Maintain | Feb 9, 2026 |
| Goldman Sachs | Neutral | Buy | Downgrade | Apr 8, 2025 |
| Truist Securities | Buy | Buy | Maintain | Dec 18, 2024 |
| Daiwa Capital | Outperform | Neutral | Upgrade | Aug 8, 2024 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Jul 31, 2024 |
| Barclays | Equal Weight | Equal Weight | Maintain | Jul 31, 2024 |
| TD Cowen | Market Perform | Outperform | Downgrade | Jan 4, 2024 |
| Jefferies | Buy | Hold | Upgrade | Oct 16, 2023 |
| Credit Suisse | Neutral | Outperform | Downgrade | Jun 29, 2023 |
| SVB Leerink | Market Perform | Market Perform | Maintain | Feb 1, 2023 |
| Atlantic Equities | Neutral | Neutral | Maintain | Feb 1, 2023 |
| Mizuho | Neutral | Neutral | Maintain | Dec 14, 2021 |
| DZ Bank | Buy | Hold | Upgrade | Feb 4, 2021 |
| Bernstein | Perform | Market Perform | Maintain | Nov 10, 2020 |
| Berenberg | Hold | Hold | Maintain | Sep 29, 2020 |
| Bank of America | Neutral | Buy | Downgrade | Jul 30, 2019 |
| Argus | Outperform | Neutral | Upgrade | Jan 31, 2019 |
| Leerink Swann | Market Perform | Market Perform | Maintain | Jan 31, 2018 |
| Societe Generale | Hold | Hold | Maintain | Apr 6, 2016 |
| SunTrust Robinson Humphrey | Neutral | Neutral | Maintain | Feb 16, 2016 |
| Cowen & Co. | Outperform | Market Perform | Upgrade | Oct 20, 2015 |
| PiperJaffray | Overweight | Overweight | Maintain | Jun 17, 2015 |
| Deutsche Bank | Buy | Buy | Maintain | Apr 28, 2015 |
| LBBW Research | Buy | Hold | Upgrade | Nov 14, 2013 |
| Standpoint Research | Sell | Hold | Downgrade | Jul 2, 2013 |
| Hilliard Lyons | Long Term Buy | Maintain | Jan 29, 2013 | |
| MKM Partners | Neutral | Buy | Downgrade | Nov 27, 2012 |
| ISI Group | Buy | Buy | Maintain | Apr 9, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $29.56. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Cantor Fitzgerald | Carter Gould | $28 | $28 | -5.3% | Oct 8, 2026 |
| Scotiabank | Analyst unavailable | $33 | $27.3 | +11.6% | Oct 6, 2026 |
| HSBC | Analyst unavailable | $30 | $27.78 | +1.5% | Sep 10, 2026 |
| Guggenheim | Analyst unavailable | $31 | $26.2 | +4.9% | Aug 7, 2026 |
| HSBC | Analyst unavailable | $28 | $24.32 | -5.3% | Jul 6, 2026 |
| UBS | Michael Yee | $27 | $26.34 | -8.7% | May 27, 2026 |
| Wolfe Research | Alexandria Hammond | $26 | $25.96 | -12.1% | May 14, 2026 |
| Morgan Stanley | Terence Flynn | $27 | $27.06 | -8.7% | Mar 17, 2026 |
| BMO Capital | Evan David Seigerman | $30 | $26.48 | +1.5% | Mar 9, 2026 |
| RBC Capital | Trung Huynh | $25 | $27.14 | -15.4% | Feb 24, 2026 |
| Barclays | Emily Field | $25 | $26.86 | -15.4% | Feb 19, 2026 |
| Daiwa | Narumi Nakagiri | $27 | $27.73 | -8.7% | Feb 12, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $27 | $25.88 | -8.7% | Jan 27, 2026 |
| UBS | Analyst unavailable | $25 | $25.43 | -15.4% | Jan 6, 2026 |
| Wolfe Research | Alexandria Hammond | $24 | $25.53 | -18.8% | Dec 17, 2025 |
| Morgan Stanley | Analyst unavailable | $28 | $25.89 | -5.3% | Dec 12, 2025 |
| HSBC | Rajesh Kumar | $29 | $25.33 | -1.9% | Dec 10, 2025 |
| Guggenheim | Analyst unavailable | $35 | $25.17 | +18.4% | Nov 24, 2025 |
| Goldman Sachs | Asad Haider | $26 | $24.22 | -12.1% | Nov 5, 2025 |
| Bernstein | Courtney Breen | $30 | $24.45 | +1.5% | Oct 31, 2025 |
| Morgan Stanley | Analyst unavailable | $32 | $25.24 | +8.2% | Oct 10, 2025 |
| UBS | Tim Anderson | $28 | $27.16 | -5.3% | Oct 1, 2025 |
| Cantor Fitzgerald | Carter Gould | $24 | $22.53 | -18.8% | Apr 22, 2025 |
| Truist Financial | Robyn Karnauskas | $32 | $25.89 | +8.2% | Dec 18, 2024 |
| Goldman Sachs | Chris Shibutani | $33 | $28.46 | +11.6% | Oct 30, 2024 |
| Bernstein | Courtney Breen | $32 | $29.67 | +8.2% | Oct 17, 2024 |
| Barclays | Carter Gould | $32 | $28.93 | +8.2% | Sep 25, 2024 |
| Daiwa | Narumi Nakagiri | $34 | $28.85 | +15.0% | Aug 7, 2024 |
| Wells Fargo | Mohit Bansal | $30 | $31.39 | +1.5% | Jul 31, 2024 |
| Goldman Sachs | Chris Shibutani | $34 | $31.39 | +15.0% | Jul 31, 2024 |
| Guggenheim | Vamil Divan | $36 | $30.72 | +21.8% | Jul 30, 2024 |
| Barclays | Carter Gould | $30 | $27.72 | +1.5% | Jul 10, 2024 |
| BMO Capital | Evan Seigerman | $36 | $29.6 | +21.8% | May 22, 2024 |
| Cantor Fitzgerald | Louise Chen | $45 | $26.97 | +52.2% | Feb 14, 2024 |
| Morgan Stanley | Thomas Yeh | $20 | $26.92 | -32.4% | Dec 14, 2023 |
| Morgan Stanley | Terence Flynn | $37 | $30.5 | +25.1% | Nov 27, 2023 |
| Morgan Stanley | Analyst unavailable | $45 | $43.84 | +52.2% | Feb 1, 2023 |
| Credit Suisse | Analyst unavailable | $50 | $43.59 | +69.1% | Feb 1, 2023 |
| Barclays | Analyst unavailable | $44 | $44.16 | +48.8% | Feb 1, 2023 |
| Atlantic Equities | Analyst unavailable | $46 | $44.16 | +55.6% | Feb 1, 2023 |
| Leerink Partners | Analyst unavailable | $48 | $44.16 | +62.4% | Feb 1, 2023 |
| Morgan Stanley | Analyst unavailable | $53 | $54.73 | +79.3% | Dec 14, 2022 |
| Goldman Sachs | Chris Shibutani | $60 | $53.37 | +102.9% | Dec 13, 2022 |
| Credit Suisse | Analyst unavailable | $55 | $48.33 | +86.0% | Nov 18, 2022 |
| Leerink Partners | David Risinger | $55 | $52.88 | +86.0% | May 23, 2022 |
| Wells Fargo | Mohit Bansal | $54.42 | $19.11 | +84.1% | May 10, 2022 |
| Wells Fargo | Mohit Bansal | $55 | $49.04 | +86.0% | May 9, 2022 |
| Morgan Stanley | Analyst unavailable | $52 | $49.68 | +75.9% | May 4, 2022 |
| Mizuho Securities | Vamil Divan | $55 | $49.07 | +86.0% | May 2, 2022 |
| Cantor Fitzgerald | Louise Chen | $75 | $53.12 | +153.7% | Apr 15, 2022 |
| Morgan Stanley | Terrance Flynn | $55 | $55.17 | +86.0% | Apr 10, 2022 |
| Citigroup | Andrew Baum | $57 | $55.17 | +92.8% | Apr 9, 2022 |
| Bank of America Securities | Geoff Meacham | $70 | $50.27 | +136.8% | Mar 12, 2022 |
| Barclays | Carter Gould | $54 | $51.7 | +82.6% | Feb 8, 2022 |
| Goldman Sachs | Chris Shibutani | $50 | $51.7 | +69.1% | Feb 8, 2022 |
| J.P. Morgan | Chris Schott | $57 | $51.7 | +92.8% | Feb 8, 2022 |
| BMO Capital | Evan Seigerman | $76 | $54.95 | +157.1% | Jan 15, 2022 |
| Bernstein | Aaron Gal | $65 | $56.22 | +119.9% | Jan 3, 2022 |
| Leerink Partners | Geoff Porges | $56 | $59.1 | +89.4% | Dec 22, 2021 |
| UBS | Colin Bristow | $60 | $54.78 | +102.9% | Dec 13, 2021 |
| Independent Research | Tobias Gottschalt | $54 | $49.8 | +82.6% | Nov 11, 2021 |
| Wolfe Research | Tim Anderson | $46 | $44.09 | +55.6% | Nov 3, 2021 |
| RBC Capital | Daniel Busby | $44 | $42.1 | +48.8% | Jul 29, 2021 |
| Argus Research | David Toung | $55 | $37.54 | +86.0% | Jun 1, 2021 |
Track every rating change on PFE the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationPfizer Inc. is a global biopharmaceutical leader engaged in the research, development, production, marketing, and distribution of a wide array of medicinal and vaccine products worldwide. Its comprehensive portfolio addresses diverse therapeutic areas, including cardiovascular health and women's health, featuring key brands such as the Premarin family and Eliquis. The company also offers advanced biologics, small molecule drugs, immunotherapies, and biosimilars for various conditions, exemplified by Ibrance, Xtandi, and Retacrit. Furthermore, Pfizer provides sterile injectables, anti-infective agents, and a significant oral treatment for COVID-19, including Paxlovid.…
Historical context
All PFE earningsLatest beats and misses
Who reports nextBeat on EPS
- AAFY2026 Q3 · October 15, 2026+20.5% EPS+7.2% move
- JBHTFY2026 Q3 · October 15, 2026+0.6% EPS-2.0% move
- PLDFY2026 Q3 · October 15, 2026+105.9% EPS-2.7% move
- BNYFY2026 Q3 · October 15, 2026+4.4% EPS+3.2% move
- USB-PRFY2026 Q3 · October 15, 2026+1.5% EPS— move
- USB-PSFY2026 Q3 · October 15, 2026+1.5% EPS— move
Get the PFE recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-04-15T00:03:42.498162+00:00
- Polygon adjusted daily market bars · 2026-10-16T13:50:47.804730+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-16T13:50:47.801907+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-16. For educational purposes only; not investment advice.