Pfizer Q1 Earnings Preview: Analysts Optimistic Amid Pipeline Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 04 2026
0mins
Should l Buy PFE?
Source: seekingalpha
- Earnings Expectations: Pfizer is set to report Q1 earnings on May 4 after market close, with analysts optimistic about robust growth in oncology and obesity platforms, expecting an EPS of $0.72, reflecting a 21.7% Y/Y decline, while revenue is anticipated to rise slightly to $13.8B.
- Revenue and EPS Revisions: Over the past three months, EPS estimates have seen 2 upward revisions and 9 downward adjustments, while revenue estimates have experienced 3 upward revisions and 8 downward, indicating market divergence regarding Pfizer's future performance.
- 2026 Guidance Focus: Analyst Louis Gerard emphasized that management's guidance for 2026 revenue will be the most critical figure during the call, with Pfizer projecting revenue between $59.5B and $62.5B and adjusted EPS of $2.80 to $3.00, factoring in a $1.5B revenue headwind from loss of exclusivity on key drugs.
- Cost-Cutting Initiatives: Pfizer's plan to implement a $7.7B cost-cutting program by 2027 is seen as a significant near-term catalyst, providing a margin cushion to support profitability even if near-term revenue growth remains modest, according to analysts.
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Analyst Views on PFE
Wall Street analysts forecast PFE stock price to rise
16 Analyst Rating
5 Buy
11 Hold
0 Sell
Moderate Buy
Current: 25.660
Low
24.00
Averages
28.56
High
35.00
Current: 25.660
Low
24.00
Averages
28.56
High
35.00
About PFE
Pfizer Inc. is a research-based, global biopharmaceutical company. The Company is engaged in the discovery, development, manufacture, marketing, sale and distribution of biopharmaceutical products worldwide. Its Biopharma segment includes the Pfizer U.S. Commercial Division, and the Pfizer International Commercial Division. Its product categories include oncology, primary care and specialty care. Its oncology products include Ibrance, Xtandi, Padcev, Adcetris, Inlyta, Lorbrena, Bosulif, Tukysa, Braftovi, Mektovi, Orgovyx, Elrexfio, Tivdak and Talzenna. Its primary care products include Eliquis, Nurtec ODT/Vydura, Zavzpret, the Prevnar family, Comirnaty, Abrysvo, FSME/IMMUN-TicoVac, Nimenrix, Trumenba, and Paxlovid. Its specialty care products include Xeljanz, Enbrel (outside the United States and Canada), Inflectra, Abrilada, Cibinqo, Litfulo, Eucrisa, Velsipity, the Vyndaqel family, Genotropin, and others. Its PF-08653944 is an ultra-long-acting fully biased GLP-1 receptor agonist.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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