PFE PFIZER INC

BULLISH Impact: 3/10 ANALYST-UPGRADE
Processed 1mo ago SEC analyst-PFE-cicc-20260416
CICC initiates coverage on PFE at Outperform
Latest settled — T+20d ⚠ clustered
PFE ▼ -4.55% at T+20d
LONG call ✗ call lost -4.55% · α vs SPY -10.36% · entry $27.20 → $25.96
Next anchor: T+60d in 5w
Last close $25.62 (close Jun 8) · -5.80% from $27.20 entry
Entry anchored
Apr 16, 03:52 PM ET
via Databento tick
T+1d
+1.32%
call +1.32% · α +0.11%
$27.56
settled 8w ago
T+5d
-2.03%
call -2.03% · α -3.01%
$26.65
settled 7w ago
T+20d
-4.55%
call -4.55% · α -10.36%
$25.96
settled 27d ago
T+60d
call — · α —
in 5w

Price Chart

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Executive Summary

CICC initiates Pfizer (PFE) at Outperform with a $33 price target, implying 15.6% upside from the current $28.55. The move contrasts with a divided analyst base: 26 analysts show a mean PT of $28.58 and median of $27, with 37% Buy, 31% Hold, and 32% Sell ratings. CICC’s accuracy is 55% (17/31 calls correct), below top-tier firms like Morgan Stanley (71%, 5/7) and Cantor (59%, 10/17). Recent analyst activity includes one upgrade and no downgrades in 30 days. EPS estimates are trending down: -8bps in +1q EPS over 30 days. Institutional flows are mixed — Renaissance Technologies exited while Two Sigma increased position 27x. No insider trades or short interest data available. Earnings date not disclosed.

Impact Score

Base Score
1/7
LLM Adjustment
+2
Final Score
3/10

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-04-16 CICC initiate Outperform $33.00
2026-04-13 UBS maintain Neutral $27.00
2026-04-10 Morgan Stanley maintain Equal-Weight $28.00
2026-04-09 B of A Securities maintain Neutral $26.00
2026-03-24 Guggenheim maintain Buy
2026-03-17 HSBC maintain Buy
2026-03-02 Argus Research upgrade Buy
2026-02-25 RBC Capital initiate Underperform $25.00
2026-02-20 Barclays initiate Underweight $25.00
2026-02-09 Freedom Broker maintain Buy

Over the past 30 days, there has been 1 upgrade (Argus Research) and 0 downgrades. EPS revisions are negative: +1q EPS estimate down 8 cents over 30 days (from $0.7096 to $0.7017), +1y down 8 cents (from $2.831 to $2.823), indicating weakening sentiment despite isolated bullish calls.

Firm Track Record — CICC

CICC accuracy: 55% on 31 calls | avg return: 1.4%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 7 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
Morgan Stanley 71% 5/7 4.2% top tier
B of A Securities 67% 2/3 -0.1% top tier
Cantor Fitzgerald 59% 10/17 1.8% above average
Citigroup 50% 1/2 -5% below average
Barclays 50% 1/2 -1.2% below average
Guggenheim 40% 2/5 -1.4% below average
UBS 40% 2/5 -2.7% below average

CICC has a 55% accuracy rate (17/31 calls correct), below Morgan Stanley (71%, 5/7) and B of A Securities (67%, 2/3), but above Guggenheim (40%, 2/5) and UBS (40%, 2/5). Its average return of +1.4% ranks in the middle tier. Top-performing firm is Morgan Stanley with +4.2% avg return.

Earnings Estimates

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
+1q $0.70 $0.61 — $0.91 $14.5B ↑0 ↓0
+1y $2.82 $2.48 — $3.03 $58.9B ↑1 ↓0
0y $2.96 $2.80 — $3.17 $61.2B ↑1 ↓0
0q $0.73 $0.64 — $0.92 $13.9B ↑1 ↓0

Cross-Platform Signals

Congressional
Gilbert Cisneros (democrat) — buy $1,001 - $15,000
Congressional
Susan Collins (republican) — buy $15,001 - $50,000
Institutional
NORGES BANK — new
Institutional
RENAISSANCE TECHNOLOGIES LLC — exit (-100%)
Institutional
TWO SIGMA INVESTMENTS, LP — doubled (2734.9%)

Institutional activity is mixed: Two Sigma increased its stake by 2734.9%, while Renaissance Technologies fully exited a $1.8B position. Norges Bank both entered and later exited — suggesting volatility. No insider trades reported. Congressional buys: Susan Collins (R) bought $15K–$50K on Feb 3; Gilbert Cisneros (D) bought $1K–$15K on Feb 10. Signal divergence: analyst initiation is bullish, but institutional and EPS trends are neutral-to-weak.

Actionable Insight

CICC’s initiation is a contrarian bullish signal from a mid-tier firm, but lacks confirmation from EPS revisions or institutional momentum. Monitor for follow-up upgrades or Q1 earnings catalysts before positioning.

Documents Analyzed

Report based on filing metadata.

6 reports for PFE
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for PFE — sortable, filterable
Type Now
May 16, 2026
24d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$27.20 $25.75▼ −5.34%▼ −11.98%$25.62 (−5.80%)
May 16, 2026
24d ago
ANALYST-UPGRADE
NEUTRAL ★ 1/10
$27.24 $27.76▲ +1.91%▲ +9.84%$25.62 (−5.94%)
May 5, 2026
5w ago
8-K
NEUTRAL ★ 4/10
$26.43 $25.55▼ −3.31%▼ −8.27%$25.62 (−3.05%)
Apr 16, 2026
7w ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$27.20 $25.96▼ −4.55%▼ −10.36%$25.62 (−5.80%)
Apr 16, 2026
7w ago
ANALYST-UPGRADE
BULLISH ★ 7/10
$27.20 $25.96▼ −4.55%▼ −10.36%$25.62 (−5.80%)
Mar 12, 2026
12w ago
DEFA14A
NEUTRAL ★ 2/10
$26.86 $26.90▲ +0.15%▼ −1.83%$25.62 (−4.61%)
Showing 6 of 6

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