Pfizer(US:PFE) 智通财经网·2025-11-04 07:13Core Viewpoint - Pfizer (PFE.US) is expected to report its Q3 earnings on November 4, with projected earnings per share (EPS) of $0.64, a year-over-year decline of 39.6%, and revenue of $16.52 billion, down 6.7% year-over-year. Despite exceeding EPS expectations for eight consecutive quarters, revenue has only surpassed market expectations in 63% of the quarters [1][2]. Group 1 - Analysts have become increasingly cautious regarding Pfizer, with EPS expectations being downgraded 15 times and revenue expectations 10 times in the past three months, reflecting concerns about the company's ability to adapt to post-pandemic demand normalization [1]. - Pfizer's stock has declined over 7% this year, significantly underperforming the market, which has risen by 16% [1]. - Recent positive developments, including the Trump administration's three-year suspension of drug import tariffs, may lead to a rebound in Pfizer's stock price [1]. Group 2 - The upcoming earnings report is anticipated to provide insights into Pfizer's progress in cancer treatment and the tangible impact of tariff policies on profitability [2]. - The ongoing acquisition bid for Metsera (MTSR.US) by Novo Nordisk, which has raised its offer to $9 billion (equivalent to $77.75 per share), is also expected to be a focal point [2].