Pfizer Stock (PFE) News, Forecasts, and Analyst Outlook: What’s Driving Shares on December 15, 2025

Pfizer, Inc. (NYSE: PFE) is back in focus on Monday, December 15, 2025, with investors weighing fresh collaboration news, a looming guidance event, and a familiar debate: is Pfizer stock a high-yield value play with a rebuilding pipeline—or a “wait-and-see” story facing years of patent headwinds?

As of Monday’s session, Pfizer stock is trading around $26.36. That places PFE near the upper end of its recent trading band and within reach of its 52-week high of $27.69 (52-week low $20.92), underscoring how tightly the stock has ranged as markets await clearer 2026 direction. ^[1]

Below is a detailed, news-driven look at all key Pfizer stock headlines, forecasts, and analyses in play as of 15.12.2025, plus what investors are watching next.

Pfizer Stock Price Today: Where PFE Stands on December 15, 2025

Pfizer shares are hovering in the mid-$26 range on December 15, with the stock’s daily range in the mid-$25s to mid-$26s and Pfizer’s market capitalization around $150B. ^[2]

A few market stats that keep showing up in “Pfizer stock” searches right now:

Dividend yield: roughly 6.5% (one of the biggest headline draws for income-focused investors) ^[3]
Consensus analyst stance: broadly Hold ^[4]
Short interest: about 139 million shares, roughly 2.45% of float (as of late November reporting) ^[5]

That combination—high yield, cautious consensus, modest short interest—matches what the market has been saying all year: Pfizer stock is not priced for explosive growth, but it is priced for stability, cash returns, and selective pipeline wins.

The Big Catalyst: Pfizer’s Full-Year 2026 Guidance Call Is Set for December 16

The single most important near-term “Pfizer stock” event is not a clinical readout or an FDA decision—it’s guidance.

Pfizer has scheduled a public analyst call to provide full-year 2026 financial guidance on Tuesday, December 16, 2025 at 8:00 a.m. ET. ^[6]

Why it matters for PFE shareholders:

Guidance can reframe the market’s 2026 earnings power—and whether Pfizer’s turnaround is accelerating or stalling.
Investors are specifically looking for updates on cost cuts, post-COVID revenue normalization, and how Pfizer plans to fund (and integrate) its new obesity push after major dealmaking.

In other words: December 16 is the next “reset point” for Pfizer stock expectations.

What’s Moving Pfizer Stock on 15.12.2025: The Adaptive Biotechnologies Deal

Today’s top headline tied to Pfizer is a new set of non-exclusive agreements with Adaptive Biotechnologies focused on immunology and data.

Adaptive said it signed two deals with Pfizer, including a rheumatoid arthritis research effort that could be worth up to approximately $890 million in upfront and milestone payments tied to progress and commercial success. Pfizer also licensed access to Adaptive’s T-cell receptor data for use in AI/model training and drug discovery across multiple disease areas. ^[7]

From a Pfizer stock perspective, this matters less for immediate revenue and more for strategic signaling:

Pfizer continues to invest in immune-driven therapeutics (where large markets exist but biology is complex).
The company is leaning into data + AI-enabled discovery, a theme investors increasingly want large pharmas to pursue—not just in oncology, but across immunology.

The market reaction was more visible in Adaptive’s shares than Pfizer’s, but the deal reinforces Pfizer’s strategy heading into its 2026 outlook call.

Analyst Action on Pfizer Stock: BofA Keeps Neutral and Trims Target to $28

Wall Street’s tone into mid-December remains cautious—and that’s part of why Pfizer stock is still trading like a “prove it” story.

On December 15, Bank of America Securities reiterated a Neutral stance and trimmed its price target to $28 from $29, pointing to a 2026 outlook that may look “flattish,” with performance driven more by expense discipline than major top-line acceleration. ^[8]

A key phrase surfacing in the analysis: Pfizer’s loss-of-exclusivity cycle is expected to remain an overhang for years, limiting the odds of a major valuation re-rating without clearer pipeline catalysts. ^[9]

This is important for SEO readers asking “Is Pfizer stock a buy?” because it frames the dominant narrative:
income + cost control now, pipeline payoffs later.

Pfizer Stock Forecast: What Analysts Expect for PFE Over the Next 12 Months

Consensus forecasts (as of mid-December 2025) suggest modest upside, but not a sweeping bullish shift.

MarketBeat consensus price target:$28.22, with a Hold consensus rating; targets range roughly from the low $20s to the mid $30s. ^[10]
Another widely followed tracker shows a consensus around $27.91 with Hold, reflecting similar expectations for limited upside absent a catalyst. ^[11]

The takeaway: Wall Street sees Pfizer stock as fairly valued-to-slightly undervalued in the high-$20s, but not positioned for a major breakout unless 2026 guidance or pipeline events change the story.

December 2025 Pfizer News Roundup: Deals, Dividends, and Data

Here are the major Pfizer-specific headlines shaping PFE sentiment leading into and including 15.12.2025.

December 15, 2025: Immunology + data partnership with Adaptive

Pfizer enters non-exclusive agreements with Adaptive Biotechnologies tied to rheumatoid arthritis research and broader immunology discovery, including potential milestones up to ~$890M for one program. ^[12]

December 12, 2025: Pfizer declares its first-quarter 2026 dividend

Pfizer declared a quarterly cash dividend of $0.43 per share, payable March 6, 2026, to shareholders of record on January 23, 2026—notably described as Pfizer’s 349th consecutive quarterly dividend. ^[13]

For Pfizer stock investors, this dividend continuity is central: it’s one of the biggest reasons PFE remains widely held even during slower growth periods.

December 10, 2025: New breast cancer data for TUKYSA (tucatinib)

Pfizer announced Phase 3 HER2CLIMB-05 results supporting TUKYSA as part of an investigational maintenance strategy, reporting a median progression-free survival of 24.9 months vs. 16.3 months (an 8.6-month extension) and a hazard ratio of 0.641 (statistically significant). ^[14]

While the market impact tends to be gradual, such updates matter to the long-term “Pfizer pipeline” thesis.

December 10, 2025: Cost cuts and reported job reductions in Switzerland

Reuters reported Pfizer planned to cut over 200 jobs in Switzerland as part of a multi-year cost reduction plan, with Pfizer aiming for around $7.7 billion in cost cuts by the end of 2027. ^[15]

Cost discipline remains a core pillar of the Pfizer stock story post-COVID.

December 9–10, 2025: Pfizer’s GLP-1 weight management licensing deal with YaoPharma

Pfizer announced an exclusive collaboration and license with YaoPharma (Shanghai Fosun subsidiary) for YP05002, a small-molecule GLP‑1 receptor agonist in Phase 1 for chronic weight management.

Deal economics disclosed by Pfizer include:

$150 million upfront
up to $1.935 billion in development/regulatory/commercial milestones
tiered royalties if approved ^[16]

This is one of the most strategically important December developments because it shows Pfizer rebuilding its obesity pipeline after earlier oral GLP‑1 programs were discontinued due to liver safety concerns (as reported by Reuters). ^[17]

A political/regulatory angle: U.S. scrutiny of China-biotech partnerships

Barron’s highlighted that Pfizer’s move—part of a broader industry trend of licensing from Chinese biotech—has triggered U.S. political scrutiny, with Congress weighing potential restrictions that could affect future U.S.-China biotech collaboration. ^[18]

For Pfizer stock, it’s not just science risk anymore; geopolitical risk is increasingly part of deal analysis.

Pfizer’s Obesity Strategy: Metsera Acquisition + New GLP-1 Deal

To understand Pfizer stock sentiment in late 2025, you have to understand the company’s obesity strategy pivot.

Metsera acquisition: completed, but expected to be dilutive for years

Pfizer announced it completed the acquisition of Metsera (obesity/cardiometabolic biotech), paying $65.60 per share in cash, an enterprise value of about $7.0 billion, plus a contingent value right (CVR) of up to $20.65 per share tied to future milestones. Pfizer also stated the deal is expected to be dilutive through 2030, with updated financial impact to be provided with 2026 guidance. ^[19]

That last line is crucial: investors may view the December 16 guidance call as the first time Pfizer can meaningfully quantify how this deal changes the earnings profile.

YaoPharma licensing: adds an early-stage oral GLP-1 option

The YP05002 deal adds an oral angle to Pfizer’s obesity pipeline, though it’s still in early development (Phase 1). ^[20]

Put together, Pfizer is sending a clear message: obesity is a strategic priority, and PFE wants a credible path back into one of the highest-growth markets in pharma.

Oncology Still Matters: PADCEV + Keytruda Approval and TUKYSA Data

While obesity dominates headlines, Pfizer’s longer-term “growth rebuild” also leans heavily on oncology.

Pfizer highlighted a U.S. FDA approval for PADCEV plus Keytruda in certain bladder cancer settings, citing Phase 3 data showing significant reductions in recurrence/progression/death and mortality versus surgery alone. ^[21]
TUKYSA’s HER2CLIMB-05 results (published and presented at SABCS) reinforce Pfizer’s push to expand the label and use earlier in treatment. ^[22]

For Pfizer stock investors, these oncology updates help offset the market’s biggest worry: patent expirations and slowing legacy franchises.

Dividend Watch: Why Pfizer’s Payout Is Still Central to the Stock Thesis

Pfizer’s dividend remains a cornerstone of the PFE investment case.

Pfizer’s board approved a $0.43 quarterly dividend, payable March 6, 2026 (record date January 23, 2026). ^[23]
With an indicated dividend yield around 6.5%, Pfizer ranks among the higher-yielding large-cap pharma names. ^[24]

For Google Discover audiences, this is often the hook: even if Pfizer stock trades sideways, the dividend can materially affect total return—assuming Pfizer maintains payout strength through its transition period.

What to Watch Next for Pfizer Stock After 15.12.2025

Here are the next catalysts most likely to matter for Pfizer stock momentum and search interest:

1) December 16, 2025: Full-year 2026 guidance

Expect investors to focus on:

2026 revenue and EPS framing
cost-cut execution and timing
updated impact of Metsera (and broader obesity strategy) ^[25]

2) Next earnings date: early February 2026

Multiple market calendars list Pfizer’s next earnings around February 3, 2026 (timing may be updated by the company when formally announced). ^[26]

3) The “patent cliff” narrative

Analyst commentary continues to emphasize multi-year loss of exclusivity pressure as a valuation anchor, which means Pfizer stock may need either:

clearer growth acceleration, or
major pipeline wins
to drive a sustained re-rating. ^[27]

Bottom Line: The Pfizer Stock Story on December 15, 2025

As of 15.12.2025, Pfizer stock is defined by three forces moving in parallel:

Near-term accountability: the December 16 guidance call is the next major checkpoint. ^[28]
Strategic repositioning: Pfizer is actively rebuilding growth drivers—especially in obesity/cardiometabolic (Metsera + YaoPharma) and immunology/data-driven discovery (Adaptive deal). ^[29]
Investor patience vs. income appeal: a roughly 6.5% dividend yield keeps PFE attractive to income investors, while analysts remain broadly neutral pending clearer 2026 visibility. ^[30]