Pfizer Stock Surges on Revised Earnings Guidance as $850M Trading Volume Ranks 117th Amid Valuation Discount to Peers

Pfizer (PFE) rose 0.28% on August 12, 2025, with a trading volume of $0.85 billion, ranking 117th in market activity. The stock has drawn attention due to management’s upward revision of 2025 adjusted EPS guidance and analysts adjusting their price targets. Analysts now project a forward P/E of 8.06x for 2025 and 7.86x for 2026, significantly below the company’s historical averages. This has led to a consensus price target of $33.58, implying a potential 36.6% upside from the current price.

Pfizer’s Q2 results highlighted its resilience, with revenue and adjusted EPS exceeding expectations. The company’s oncology segment, bolstered by products like Padcev and Lorbrena, contributed to 9% year-to-date growth. However, challenges remain, including patent expirations for key drugs like Eliquis and Xeljanz, which could pressure revenues after 2026. The Medicare Part D redesign also reduced U.S. sales by $875 million in Q2. Meanwhile, geopolitical risks, such as potential tariffs on pharmaceutical imports and pricing pressures from policy changes, add uncertainty.

Unusual items reduced Pfizer’s statutory profit by $5.2 billion in the past year, but analysts suggest these are likely one-time expenses. This has led to optimism that future earnings could improve. Additionally, the company’s recent acquisition of Seagen is expected to drive long-term growth, with eight or more blockbuster oncology drugs anticipated by 2030. Despite these positives, the stock’s valuation remains below its 5-year average P/E of 10.80x, offering a discount compared to peers like Novo Nordisk and Eli Lilly.

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