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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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  • Capital expenditures expected to be slightly over $3 billion in 2026

    80% confidence
  • Excluding COVID products and LOE cliff, Pfizer expects revenues to grow 4% operationally 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
  • 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
  • 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
  • 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
  • Pfizer has Zacks Rank #3 (Hold) with expectation of in-line return in next few months

    80% confidence
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What we're seeing
AI Capital Boom Meets Valuation Jitters: Funding Surges While Bellwether Stocks Wobble
A dense wave of AI-sector funding (Socure, Stability AI, Emerald AI, Generalist AI, Gatik, Regent Craft and others closing rounds on the same day) and strong enterprise-automation earnings (UiPath raising full-year guidance) point to continued heavy capital deployment into AI infrastructure, fintech-adjacent AI, and agentic automation. Yet Palantir's stock fell even after winning the Army's high-profile TITAN contract, and commentary (e.g., the Alphabet bull case citing AI capex and regulatory risk) signals growing investor unease about whether current AI valuations and spending levels are sustainable.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Where sources disagree
JPMorgan Chase & Co.
Both facts represent the same entity (JPMorgan Chase & Co.), same attribute (EPS), and same observation date (2025-12-31), which aligns with FY 2025 year-end reporting. Fact A explicitly states FY 2025 with EPS of 20.02 USD/share. Fact B has an unspecified fiscal period (N/A) but reports 4.63 USD, a significantly different value (4.3x lower). Given identical observation dates and the same metric, both facts appear intended to represent FY 2025 annual EPS. The conflicting values (20.02 vs 4.63) constitute a direct contradiction. The N/A period in Fact B suggests incomplete or corrupted metadata rather than legitimate time-period variation.
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Pfizer (PFE) Down 0.6% Since Last Earnings Report: Can It Rebound? — Source | Via News | Via News