| PFE |
Report |
Adjusted EPS |
BEAT |
pred ~$0.70 vs. cons $0.68 |
MEDIUM |
| PFE |
Report |
Total Revenue |
MISS |
pred ~$14.2B vs. cons $14.4B |
MEDIUM |
| PFE |
Report |
COVID franchise revenue (Comirnaty + Paxlovid) |
MISS |
pred ~$0.9B vs. cons $1.1B |
LOW |
| PFE |
Guide |
FY2026 Revenue Guidance |
UNCHANGED |
guide ~$59.5-62.5B (midpoint $61.0B) vs. cons $61.0B (FY2026) |
HIGH |
| PFE |
Guide |
FY2026 Adjusted EPS Guidance |
LOWER |
guide ~$2.80-3.00 (midpoint $2.90) vs. cons $2.96 (FY2026) |
MEDIUM |
| PFE |
Guide |
Cumulative LOE revenue impact through 2028 (post-Vyndamax settlement) |
BETTER |
guide ~$14.5B vs. prior guide ~$17B (2026-2028 cumulative) |
MEDIUM |
| PFE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| PFE |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
An EPS beat is likely low-quality (cost controls/below-the-line) against a soft COVID-driven revenue miss, while FY26 guidance is only reaffirmed (not raised) for a third straight quarter, forcing sell-side to trim H2 COVID and top-line assumptions even after the headline beat. With no fresh catalyst to counter the SigVie-002 oncology overhang, HSBC-style caution, and a lame-duck CFO on the call, negative revisions to out-period numbers likely compound the initial reaction rather than reverse it, pulling the stock lower over the following days before dividend yield/valuation support limits further downside. |
MEDIUM |