PFE PFIZER INC
Price Chart
Executive Summary
Argus Research upgraded Pfizer (PFE) from Hold to Buy on March 2, 2026, setting a $35 price target — 35% above the current $25.96. This is part of an 8-firm cluster action, though Argus is the only one upgrading. The firm has a 54% accuracy rate on 339 calls with a +3.7% average return, placing it in the average tier. Consensus is mixed: 16 Buy (59%), 17 Hold (41%), 3 Sell (11%) across 36 analysts. The mean target is $29.11 (12% upside), median $28. Argus's $35 target is above the mean and median, ranking as the second-highest behind the $36 high. Momentum is flat — 0 upgrades and 0 downgrades in the last 30 days. EPS revisions are slightly positive: 10 up vs 6 down for the current fiscal year. Insider trades are absent, but a small congressional buy from Rep. Ro Khanna ($1K-$15K) provides a weak bullish signal. Short interest is elevated at 56.2% of float, indicating bearish positioning that could fuel a squeeze if sentiment shifts. Bottom line: Argus's upgrade is a contrarian call against a cautious consensus, but the firm's average accuracy and the lack of recent analyst momentum limit conviction. Traders should watch for a catalyst — earnings or pipeline news — to validate the bullish thesis.
Impact Score
Consensus & Targets
Consensus: 5 Strong Buy, 11 Buy, 17 Hold, 2 Sell, 1 Strong Sell — that's 16 Buy (59%), 17 Hold (41%), 3 Sell (11%) across 36 analysts. The majority is cautious, with Hold as the single largest category. Argus's Buy is a minority view.
Current price: $25.96. Mean target: $29.11 (12% upside). Median: $28. High: $36. Low: $24. Argus's $35 target is above the mean and median, ranking second-highest behind $36. Implied upside to Argus's target: 35%.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-04-29 | Citigroup | maintain | Neutral | $27.00 |
| 2026-04-20 | RBC Capital | reiterate | Underperform | $25.00 |
| 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 |
30-day analyst activity: 0 upgrades, 0 downgrades — flat. EPS revisions: for the current fiscal year (0y), 10 revisions up vs 6 down in the last 30 days, with the average EPS estimate rising from $2.96 to $2.97. For next fiscal year (+1y), 10 up vs 7 down, EPS estimate rising from $2.82 to $2.84. Revisions are modestly positive but not accelerating.
Firm Track Record — Argus Research
Argus Research accuracy: 54% on 339 calls | avg return: 3.7%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 7 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs 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 |
Argus Research has a 54% accuracy rate on 339 calls with a +3.7% average return — average tier. Among firms covering PFE, Morgan Stanley (71% on 7 calls, +4.2%) and BofA (67% on 3 calls, -0.1%) are top tier. Cantor Fitzgerald (59% on 17 calls, +1.8%) is above average. Citigroup (50% on 2 calls, -5%) and Barclays (50% on 2 calls, -1.2%) are below average. Argus's accuracy is in line with the average firm.
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| +1q | $0.85 | $0.65 — $0.96 | $16.1B | ↑5 ↓0 |
| 0q | $0.68 | $0.61 — $0.76 | $14.4B | ↑5 ↓0 |
| 0y | $2.97 | $2.80 — $3.12 | $61.7B | ↑10 ↓0 |
| +1y | $2.84 | $2.43 — $3.10 | $59.4B | ↑11 ↓0 |
Cross-Platform Signals
Insider trades: none reported — no signal. Congressional activity: Rep. Ro Khanna (D-CA) bought $1K-$15K of PFE on April 13, 2026 — a weak bullish signal. Institutional changes: Norges Bank entered with a massive $1.83B new position (bullish), while Renaissance Technologies exited completely (bearish). Two Sigma Investments increased its position by 2,734% to $53.6M (bullish). Cullen Capital Management trimmed by 38% to $57.6M (bearish). Short interest: 56.2% of float — extremely high, indicating heavy bearish positioning that could amplify any upside move. The institutional picture is mixed but leans slightly bullish on net.
Actionable Insight
Argus's upgrade is a contrarian call against a cautious consensus, but the firm's average accuracy and flat analyst momentum limit conviction. The high short interest (56.2%) is a double-edged sword — it could fuel a squeeze if positive catalysts emerge, but also reflects deep bearish sentiment. Wait for a catalyst (earnings, pipeline data) before acting.
Documents Analyzed
Report based on filing metadata.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 16, 2026
24d ago
|
ANALYST-UPGRADE
| $27.20 $25.75 | ▼ −5.34% | ▼ −11.98% | $25.62 (−5.80%) |
|
May 16, 2026
24d ago
|
ANALYST-UPGRADE
| $27.24 $27.76 | ▲ +1.91% | ▲ +9.84% | $25.62 (−5.94%) |
|
May 5, 2026
5w ago
|
8-K
| $26.43 $25.55 | ▼ −3.31% | ▼ −8.27% | $25.62 (−3.05%) |
|
Apr 16, 2026
7w ago
|
ANALYST-UPGRADE
| $27.20 $25.96 | ▼ −4.55% | ▼ −10.36% | $25.62 (−5.80%) |
|
Apr 16, 2026
7w ago
|
ANALYST-UPGRADE
| $27.20 $25.96 | ▼ −4.55% | ▼ −10.36% | $25.62 (−5.80%) |
|
Mar 12, 2026
12w ago
|
DEFA14A
| $26.86 $26.90 | ▲ +0.15% | ▼ −1.83% | $25.62 (−4.61%) |
US Market Status
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