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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Chris Schott | JPMorgan | 11 | 0% |
| Vamil Divan | Guggenheim | 8 | 25% |
| Steve Scala | TD Cowen | 8 | 38% |
| Terence Flynn | Morgan Stanley | 8 | 13% |
| Dave Risinger | Leerink Partners | 7 | 14% |
| Courtney Breen | Bernstein | 7 | 0% |
| Umer Raffat | Evercore ISI | 7 | 14% |
| Asad Haider | Goldman Sachs | 6 | 33% |
| Geoff Meacham | Citigroup | 6 | 0% |
| Evan Seigerman | BMO Capital Markets | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 11 | 0% |
| Morgan Stanley | 1 | 8 | 13% |
| Goldman Sachs | 2 | 8 | 25% |
| Guggenheim | 1 |
| 8 |
| 25% |
| TD Cowen | 1 | 8 | 38% |
| Evercore ISI | 1 | 7 | 14% |
| Bernstein | 1 | 7 | 0% |
| Leerink Partners | 1 | 7 | 14% |
Pfizer delivered Q1 revenues of $14.5 billion, exceeding expectations with 2% operational growth, and adjusted EPS of $0.75. Excluding COVID products, the underlying business delivered approximately 7% operational growth. The Vyndamax patent settlement extended exclusivity, and oncology pipeline readouts were positive. R&D investment increased 11% to support the pipeline. Full-year 2026 guidance was reaffirmed at $59.5-62.5 billion revenue and $2.80-$3.00 adjusted EPS. LOE headwinds through 2028 preceded a growth inflection.
Innovation & R&D | M&A | Regulation Policy | Competitive Dynamics | Demand | Capital Allocation | Trade Tariffs | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 10 | 4 | 3 | 5 | 6 | 3 | 6 | |
| 2025Q1 | 4 | 3 | 4 | 1 | 2 | 3 | 9 | 1 |
| 2025Q2 | 5 | 5 | 9 | 3 | 2 | 1 | 4 | 1 |
| 2025Q3 | 5 | 8 | 6 | 3 | 4 | 3 | 1 | 2 |
| 2025Q4 | 15 | 3 | 6 | 1 | 1 | |||
| 2026Q1 | 3 | 2 | 2 | 1 | 4 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 10 | 4 | 5 | 5 | 15 | 3 |
| M&A | 4 | 3 | 5 | 8 | 3 | 2 |
| Regulation Policy | 3 | 4 | 9 | 6 | ||
| Competitive Dynamics | 5 | 1 | 3 | 3 | 6 | 2 |
| Demand | 6 | 2 | 2 | 4 | 1 | |
| Capital Allocation | 3 | 3 | 1 | 3 | 1 | 4 |
| Trade Tariffs | 9 | 4 | 1 | |||
| Product Launch | 6 | 1 | 1 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PFE Pfizer | 5 | +5.4% | |
| ABBV AbbVie | 9 | +12.4% | |
| AMGN Amgen Inc. | 8 | +5.8% | |
| BIIB Biogen | 4 | +1.9% | |
| BMY Bristol Myers Squibb | 4 | +2.6% | |
| GILD Gilead Sciences | 8 | +4.4% | |
| JNJ Johnson & Johnson | 7 | +10.1% | |
| LLY Lilly (Eli) | 10 | +55.5% | |
| MRK Merck & Co., Inc. | 7 | +4.3% |