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Pfizer's Earnings: A Dead Cat Bounce or More Fool's Gold?
So, Pfizer's stock dipped after their Q3 2025 earnings report, huh? Color me shocked. They beat Wall Street's expectations on both adjusted EPS (87 cents vs. 63 cents expected) and revenue ($16.7 billion vs. $16.5 billion). Beating expectations is supposed to be a good thing, right?
Except... those numbers are still DOWN. EPS is down nearly 18% year-over-year, and revenue is down 7%. They're celebrating mediocrity, folks. It's like throwing a party because you only crashed your car into a tree instead of a brick wall.
And the reason for the revenue drop? Oh, just a 55% plunge in Paxlovid sales and a 20% drop in Comirnaty sales. You know, those little cash cows they rode all through the pandemic. Turns out, people aren't as scared of the sniffles anymore. Who knew?
The Guidance Game: Smoke and Mirrors
Pfizer is "reaffirming" their revenue outlook of $61 billion to $64 billion for the year. They even narrowed and increased their adjusted EPS guidance to $3-$3.15. Sounds great, right?
Hold on a damn minute.
That guidance includes the impact of tariffs. So, they're baking in potential losses from trade wars and still patting themselves on the back? That's like saying, "Yeah, I might get mugged on the way home, but I'm still planning on buying a latte!"
Wall Street expects $3.04 EPS and $62.83 billion in revenue. So, Pfizer's guiding below expectations, even with the tariff excuse. Are they playing it safe, or are they trying to manage expectations so they can "beat" them again next quarter with another round of mediocre results? I'm betting on the latter.
My garbage disposal is making a weird noise again. I swear, everything I own is slowly falling apart. What was I saying? Oh yeah, Pfizer.
Wall Street's Wishy-Washy "Hold"
Analysts are rating Pfizer a "Hold." Four "Buys," twelve "Holds," and a single "Sell." That's not exactly a ringing endorsement, is it? It's the kind of consensus you get when nobody wants to stick their neck out and make a real call.
The average price target is $28.60, which represents a potential 15.98% upside. Potential. That's the key word. It's like saying there's a "potential" for me to win the lottery if I buy a ticket. Sure, it's possible, but I'm not exactly counting on it.
And those ratings are going to change, offcourse, because analysts always update their coverage after the earnings report. It's a reactive game, not a proactive one. They're chasing the news, not predicting it. What good are they, really?
The whole thing reminds me of that old saying: "Figures lie, and liars figure." Are Pfizer's numbers genuinely promising, or are they just carefully crafted to look that way? Are analysts genuinely insightful, or are they just echoing each other in a self-fulfilling prophecy of mediocrity? I don't know anymore...
So, What's the Real Story?
Pfizer's numbers are a smokescreen. They're trying to distract you with "beats" and "reaffirmed guidance" while the underlying business is clearly weakening. Don't fall for it. As reported by Tipranks, PFE Earnings: Pfizer Stock Slips as EPS & Revenue Fall.
