Pfizer: Anticipating A Game-Changer Soon

Uttam Dey
3.16K Followers
(12min)

Summary

  • I reaffirm my Buy rating on Pfizer due to expected promising updates on danuglipron and strong capital efficiency metrics, despite the recent stock pullback.
  • Pfizer's management is expected to announce danuglipron updates soon, potentially boosting investor sentiment and stock performance.
  • Pfizer's cost reduction programs and revenue growth targets for CY25 remain on track, with EPS projected to more than double.
  • Current valuations make Pfizer look extremely undervalued at just 8x earnings, especially with a ~7.5% dividend yield, presenting a compelling investment opportunity.

Pfizer

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Investment Thesis

Healthcare giant Pfizer Inc. (NYSE:PFE) might have a lot of things running against the company. Key among the list of factors here is investor sentiment, which is quite low, along with the company’s stock price that plunged after

This article was written by

3.16K Followers
Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. Their newsletter gets regularly cited by leading publications such as the Wall Street Journal, Forbes, etc. Prior to publishing his research, Uttam worked in Silicon Valley, leading teams for some of the largest technology firms in the world, including Apple and Google.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of PFE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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