Drugmaker Pfizer (PFE) is set to report its Q4 earnings results on February 3 before the market opens. Analysts are expecting earnings per share to come in at $0.57 on revenue of $16.85 billion. This compares to last year’s figures of $0.63 and $17.76 billion, respectively. Interestingly, Pfizer has a solid track record when it comes to beating earnings, as it has done so in 15 of its last 16 quarters. Nevertheless, Cantor Fitzgerald, led by four-star analyst Carter Gould, recently kept a Hold rating on Pfizer despite raising its price target from $24 to $27.
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This is because Pfizer has already shared its 2026 guidance, and analysts expect only limited upside from earnings. As a result, the upcoming earnings call is likely to be quiet. Instead, attention will likely shift to when and how Pfizer presents data from its VESPER-3 obesity study. The firm also says that any updates on Pfizer’s Lyme disease vaccine, along with mevro for prostate cancer, or sigvotatug vedotin for non-small cell lung cancer, could matter more to investors than the company’s fourth-quarter 2025 results.
However, another important factor will be how Trump’s policies impact the firm’s American operations, since the U.S. makes up the majority of sales, as shown below. Indeed, the Trump administration recently announced 15 drugs that will face Medicare price negotiations starting in 2028, a move that mainly affects sales in the U.S. and includes well-known medicines from Pfizer. This means that the U.S. government will try to force lower prices on some of the most important drugs.
What Do Options Traders Anticipate?
Using TipRanks’ Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. Indeed, the at-the-money straddle suggests that options traders expect a 3.6% price move in either direction. This estimate is derived from the $26.5 strike price, with call options priced at $0.56 and put options at $0.41.
Is PFE Stock a Buy?
Turning to Wall Street, analysts have a Moderate Buy consensus rating on Pfizer stock based on five Buys, 12 Holds, and zero Sells assigned in the past three months, as indicated by the graphic below. Furthermore, the average Pfizer price target of $28.53 per share implies 7% upside potential. At the same time, TipRanks’ AI analyst has an Outperform rating and a $29 price target.
