Today, Dec. 16, 2025, Pfizer's shrinking COVID cash flows could mean little growth next year as M&A bets will take time to deliver. NYSE : PFEPfizerToday's Change( -3.40 %) $ -0.90Current Price$ 25.53Key Data PointsMarket Cap$150BDay's Range$ 24.92 - $ 26.5052wk Range$ 20.91 - $ 27.69Volume112MAvg Vol68MGross Margin69.12 %Dividend Yield6.51 %Pfizer (PFE 3.40%), which develops and sells biopharmaceutical products worldwide, closed today's session (Dec. 16) at $25.53, down 3.41%. Trading volume reached 108.1 ...

In its upcoming report, Micron (MU) is predicted by Wall Street analysts to post quarterly earnings of $3.84 per share, reflecting an increase of 114.5% compared to the same period last year. Revenues are forecasted to be $12.57 billion, representing a year-over-year increase of 44.3%.The consensus EPS estimate for the quarter has undergone an upward revision of 3.6% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial es ...

Core Insights - IQVIA Holdings Inc. is valued at $37.6 billion and provides healthcare research services, including analytics, technology solutions, and clinical research to the life sciences industry, aimed at improving healthcare outcomes for patients [1] Performance Overview - Over the past year, IQV shares have gained 12.2%, underperforming the S&P 500 Index, which increased by nearly 13.7% [2] - In 2025, IQV's stock rose 10%, while the S&P 500 saw a 13.4% rise on a year-to-date basis [2] - Compared to the Health Care Select Sector SPDR Fund (XLV), which gained about 7% over the past year, IQV's performance is relatively better, although the ETF's 10.3% year-to-date returns outshine IQV's gains [3] Financial Results - For Q3, IQV reported an adjusted EPS of $3, exceeding Wall Street expectations of $2.96, and revenue of $4.10 billion, beating forecasts of $4.07 billion [4] - The company expects full-year adjusted EPS to be in the range of $11.85 to $11.95 and revenue between $16.2 billion and $16.3 billion [4] Analyst Expectations - Analysts project IQV's EPS to grow by 5.1% to $10.77 for the current fiscal year ending in December [5] - Among 22 analysts covering IQV, the consensus rating is a "Strong Buy," with 16 "Strong Buy" ratings, one "Moderate Buy," and five "Holds" [5] - A month ago, the bullish sentiment increased, with 15 analysts suggesting a "Strong Buy" [6] Price Targets - BMO Capital initiated coverage of IQV with an "Outperform" rating and a price target of $260, indicating a potential upside of 20.3% from current levels [6] - The mean price target is $244.38, representing a 13.1% premium to current prices, while the highest price target of $265 suggests an upside potential of 22.6% [6]

Core Insights - Charles River Laboratories International, Inc. (CRL) reported third-quarter 2025 adjusted earnings per share (EPS) of $2.43, a decrease of 6.2% year over year, but exceeded the Zacks Consensus Estimate by 4.74% [1][8] - The company’s total revenues for Q3 reached $1.00 billion, surpassing the Zacks Consensus Estimate by 2.06%, although this represented a 0.5% decline from the previous year [2][8] - CRL narrowed its 2025 revenue guidance following mixed segment results and margin contraction, now expecting total revenues to decline between 1.5% and 0.5% [9][10] Revenue Performance - Revenues from the Research Models and Services (RMS) segment totaled $213.5 million, reflecting a year-over-year increase of 7.9% [3] - The Discovery and Safety Assessment (DSA) segment reported revenues of $600.7 million, down 2.3% year over year, attributed to lower sales volume [4] - Manufacturing Solutions generated revenues of $190.7 million, a decrease of 3.1% year over year, primarily due to lower revenues in the CDMO and Biologics Testing businesses [5] Margin and Profitability - Gross profit for the quarter was $338.8 million, down 2.9% from the prior year, with a gross margin of 33.7%, which fell by 85 basis points [6] - Selling, general & administrative expenses decreased by 10.8% year over year to $177.6 million, while adjusted operating profit increased by 7.6% to $161.2 million, leading to an adjusted operating margin expansion of 121 basis points to 16% [6] Liquidity Position - At the end of Q3 2025, CRL had cash and cash equivalents of $207.1 million, an increase from $182.8 million at the end of Q2 [7] - Cumulative net cash provided by operating activities was $590.1 million, compared to $575.2 million a year ago [7] Future Outlook - The company expects adjusted EPS for 2025 to be in the range of $10.10-$10.30, slightly up from the previous estimate of $9.90-$10.30 [10] - Management noted stable demand across its portfolio of early-stage research and manufacturing products, indicating potential for recovery, though improvements may take time [12]

Group 1 - Merck & Co. has tightened its full-year revenue forecast to between $64.5 billion and $65 billion, up from a previous range of $64.3 billion to $65.3 billion [1] - Adjusted earnings per share are now expected to be between $8.93 and $8.98, an increase from the prior guidance of $8.87 to $8.97 [1] - The updated outlook reflects benefits from changes to the AstraZeneca collaboration, which eliminated a previous revenue- and cost-sharing arrangement [2] Group 2 - The company noted a reduction in tariff-related expenses due to President Trump's import tariff reforms and a more favorable tax rate outlook, partially offset by costs associated with the Verona acquisition [2] - Merck's acquisition of Verona Pharma, valued at approximately $10 billion, aims to expand its respiratory treatment portfolio and reduce reliance on the cancer drug Keytruda, whose patents are set to expire in 2028 [3] - In Q3, Merck reported a 3.7% year-over-year revenue increase to $17.28 billion, exceeding Bloomberg's consensus estimate, driven by growth in Keytruda sales despite weaker demand for the HPV vaccine Gardasil in China [3]

Core Viewpoint - FMC Corporation's stock plummeted 44% following a Q3 earnings report that showed a significant sales miss despite a slight earnings beat [1][8]. Financial Performance - Analysts had anticipated earnings of $0.86 per share and sales exceeding $1 billion, but FMC reported only $542 million in revenue, which is approximately half of the expected sales [1][3]. - Non-GAAP (adjusted) earnings were reported at $0.89 per share, but the GAAP results showed a substantial loss of $4.52 per share for the quarter [4][8]. Revenue Decline - Revenue fell 49% year-over-year, primarily due to significant one-time commercial actions in India related to the preparation for the sale of its India business. Without these actions, revenue would have been $961 million, reflecting only a 10% decline year-over-year [3][4]. Future Outlook - FMC has revised its 2025 revenue forecast to a range of $3.9 billion to $4 billion, representing a 7% decrease at the midpoint. The non-GAAP earnings range was also lowered to between $2.92 and $3.14, with an anticipated negative free cash flow of up to $200 million [6][8]. - The report is characterized as a "kitchen sink" approach, consolidating all negative news to potentially present a better outlook in future years, although 2025 is expected to be challenging [5][6].

Core Insights - Netflix's shares dropped 7% in premarket trading due to a disappointing fourth-quarter revenue outlook despite a strong content lineup, including the final season of "Stranger Things" [1] - The company missed third-quarter profit estimates because of unexpected expenses related to a dispute with Brazilian tax authorities, amounting to approximately $619 million [2] Financial Performance - Netflix's third-quarter revenue was $11.5 billion, aligning with forecasts, while the fourth-quarter forecast is $11.96 billion, slightly above Wall Street's expectation of $11.90 billion [3] - The company recorded its best ad sales quarter in history during the July-September period, although specific numbers were not disclosed [4] Market Position - Netflix's stock has increased by 40% this year, outperforming its media peers and the S&P 500, with a forward price-to-earnings multiple of 39.59, significantly higher than the average of the FAANG group [5] - Analysts note that the lack of disclosed subscriber numbers makes it challenging to predict Netflix's financial performance, leading to speculation about potential weaknesses [4][5]

Core Insights - Salesforce anticipates revenue exceeding $60 billion by 2030, as highlighted during its Dreamforce event presentation [1] Company Summary - The company is projecting significant growth in revenue, indicating a strong outlook for its future performance [1]

Company Overview - Schlumberger Limited (NYSE:SLB) is a leading provider of technology and services to the global energy industry, offering products and services in drilling, production, and reservoir management [1] Stock Performance - On October 8, 2025, a price target of $47.60 was set for SLB by Guillaume Delaby from Bernstein, indicating a potential upside of approximately 39.51% from the trading price of $34.12 [2][6] - The stock recently closed at $34.11, reflecting a 2.79% drop from the previous session, contrasting with the broader market where the S&P 500 gained 0.06%, the Dow increased by 0.17%, and the Nasdaq rose by 0.39% [2][3][6] - Over the past month, SLB's shares have increased by 0.26%, which is below the Oils-Energy sector's gain of 0.54% and significantly lags behind the S&P 500's 3.94% rise [3] Earnings Expectations - Investors are anticipating Schlumberger's earnings report on October 17, 2025, with expectations of an EPS of $0.68, representing a 23.6% decrease from the same quarter last year [4] - Revenue is forecasted at $8.95 billion, indicating a 2.25% decline compared to the previous year's corresponding quarter [4] - For the full year, Zacks Consensus Estimates project earnings of $2.88 [5] Current Stock Metrics - As of the latest trading, SLB's stock price is $34.14, reflecting a decrease of 0.80% or $0.28, with a market capitalization of approximately $50.99 billion [5]

Core Insights - Deutsche Bank anticipates that revenue from its fixed-income and currency business will surpass consensus expectations in the third quarter [1] - The consensus forecasts for revenue in the retail business are considered slightly high by the company's chief financial officer James von Moltke [1] Revenue Expectations - Fixed-income and currency business revenue is expected to exceed market consensus [1] - Retail business revenue forecasts are viewed as somewhat optimistic [1]