Pfizer shares are up 18% this year, shaping up as their best year since 2021, when they rose more than 60%. The stock remains down around 30% over five years. The author says money may be rotating from tech into healthcare, citing two unnamed ETFs. Pfizer's 5.8% yield is one of the highest on the S&P 500, more than five times the index's 1% average. Its trailing P/E of 37 is inflated by restructuring and impairment charges, while its forward P/E is around 10, which the author argues shows the stock is still undervalued.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Related news
- Electric vehicle sales in the U.S. are showing signs of life
According to a new Cox Automotive report, U.S. electric vehicle sales have grown for three consecutive quarters after tanking when tax credits were canceled last year. EVs captured 6.1% of the U.S. market, their best showing since the third quarter of 2025, as prices became more competitive and high gas prices renewed consumer interest. Toyota, Rivian, and Subaru led the market, with Toyota bZ and Lexus RZ sales roughly doubling after a late-last-year refresh, while Tesla's sales fell 20% year over year but still accounted for over half of EVs sold in the third quarter. The article notes that Germany followed a similar pattern: after incentives ended in November 2023, a year earlier than expected, sales fell by more than half the following month, then steadily recovered, with August sales the second highest on record.
- MSFT Stock Gets A Thumbs Up From Barclays – Firm Expects Quarter To Start Showing ‘More Differentiation’ In Software
- Moderna Tumbles 10% as Profit Taking Hits Cancer Vaccine Rally; BioNTech Eases, Pfizer Stays Put
Moderna shares fell 10% to $214.03 in morning trading as investors took profits after a steep rally tied to its personalized cancer vaccine. In August, Moderna said intismeran autogene, given with Keytruda, met its primary endpoint in a late-stage melanoma trial, sending the stock to its best single-day gain ever. Five-year follow-up from a Phase 2b study showed the combination cut the risk of recurrence or death by 49% versus Keytruda alone. Meanwhile, BioNTech fell 2%, Pfizer rose 0.3%, the iShares Biotechnology ETF slid 2% and the S&P 500 ETF (SPY) dipped 0.1%, pointing to selling concentrated in Moderna. Goldman Sachs raised its price target but kept a Neutral rating, with full melanoma data due at ESMO later this month.
- How Much Does a 63 - Year - Old Need in a 401 ( k ) Rollover to Collect $5 , 850 a Month for Life Without Buying an Annuity ?
The article calculates how much capital a 63-year-old would need in an IRA rollover to generate $70,200 a year, a hypothetical $5,850 a month, without buying an annuity. Required amounts vary by yield, from $585,000 at 12% to $2,265,000 at 3.1%. Examples include about $1,293,000 for 30-year Treasuries at roughly 5.4%, $2,265,000 for SCHD at about 3.1%, about $975,000 for JEPI at 7.2%, and about $605,000 for QYLD at 11.6%, though the article warns that covered-call funds can shrink principal. Subtracting average Social Security income of $2,170 a month cuts the needed portfolio to as little as $368,000 at a 12% yield.
- Social Security COLA Tracks Working Households , Not Retirees . Here How Much Bigger 2024 Raise Would Have Been .
Social Security benefits will rise 3.6% starting January 2027, based on the CPI-W index, which tracks prices for working households rather than retirees. The article argues this misses retirees' spending patterns: they spend less on food, housing and transportation but more on healthcare. Using the CPI-E index for people aged 62 and older, the 2024 raise would have been 4% instead of 3.2%, a $62 monthly increase instead of $50. The Senior Citizens League estimates beneficiaries have lost 13.7% of their buying power since 2016, and the shortfalls compound over time. Because Congress is unlikely to act quickly, retirees can offset the gap by generating more investment income or using higher-yielding savings accounts.
- Social Security COLA Tracks Working Households , Not Retirees . Here How Much Bigger 2024 Raise Would Have Been .
Social Security benefit payments will rise 3.6% in January, an adjustment based on the CPI-W index, which the article argues may not fit retirees well. Retirees are considerably older than the average American, spending less on food, housing and transportation but more on healthcare, so the CPI-E index for people aged 62 and over may better reflect their costs. Using CPI-E for 2024 would have produced a 4% raise instead of the 3.2% received, meaning $62 more per month instead of $50. The Senior Citizens League says beneficiaries have lost 13.7% of their buying power since 2016, and most proposed fixes require Congress. The article suggests retirees seek more investment income or higher-yielding savings accounts for idle cash.
Related markets
Latest news
- JPMorgan Chase is Delving Further Into National Security With $5 Billion Push
JPMorgan Chase has invested more than $5 billion in companies supporting U.S. national security and industrial capacity, roughly half its planned decade-long budget in the program's first year. Co-President Doug Petno told CNBC the pace could lead the bank to expand its original $10 billion commitment. Two known recipients are Hadrian, where JPMorgan helped lead a $1.4 billion round, and Castelion, where it joined a round of about $1 billion; those figures are total round sizes, not JPMorgan's own contributions. The bank also says it has financed and facilitated more than $230 billion for industries covered by the initiative, a figure separate from its direct investments.
- Eric Schmidt’s 1% Anthropic stake sets up massive windfall ahead of IPO -Bloomberg
Former Google CEO Eric Schmidt holds about 1% of Anthropic after investing tens of millions of dollars in its Series A round, and is poised to reap one of the largest individual windfalls from the AI startup's upcoming IPO. According to PitchBook data cited by Bloomberg, Anthropic was valued at $461 million when Schmidt invested in 2021, while prospective public valuations of $1.8 trillion to $2 trillion would be more than 4,300 times that Series A baseline. At the upper end of that range, his stake could lift his net worth by roughly one-third to nearly $80 billion. Anthropic is expected to begin formal marketing for its IPO as early as the week of Nov. 9, and aims to match or surpass SpaceX's record $1.77 trillion IPO completed in June.
- Bank of America Has Cut Its Share Count by Nearly a Third in 10 Years. $10,000 Invested Then Is Worth About $40,000 Now.
Bank of America, with $3.4 trillion in total assets, is the second-largest U.S. financial services institution; it bought back $6 billion of stock in the third quarter and $19.2 billion so far in 2026. Its outstanding share count has fallen 32% over 10 years, contributing to a 122% rise in diluted EPS. A total return of 304% through Oct. 16 would have turned $10,000 into about $40,400, below the $42,800 that the overall stock market's 328% total return would have produced. The article notes the shares trade 19% below their peak, at a P/E of 12.5 versus a 10-year average of 13.1.
- Coeur Mining (CDE) Stock Looks Undervalued Despite Recent Market Pressure
Coeur Mining has posted a very large gain over three years, but its share price has pulled back sharply in recent months while gold and silver prices have been relatively steady. The article attributes the pressure to rising treasury yields and a planned merger that may reshape production and cost profiles. It states the shares, around US$15.33, trade on a P/E of 18.5x, close to the metals and mining industry average of 18.6x and the peer group's 19.9x, and that the Fair Ratio points to the current multiple as undervalued. The piece also outlines scenarios for the company's growth, margins and earnings that readers can compare with the current price.
- Did Foundry Win Just Shift Intel (INTC) Investment Narrative?
Intel disclosed details of its GPU D-series for high-memory AI inference and Xeon-based racks for agentic AI workloads, and confirmed Tesla as a future 14A foundry customer, alongside deeper software distribution ties with Anaconda. The article argues the Tesla deal links Intel's heavy fab and packaging spending to concrete, workload-specific demand. Analyst consensus expects revenue to grow 16.5% a year over the next three years, with profit margin rising from -19.8% today to 24.2%, and earnings from a loss of US$11.3b to US$21.8b by 2029, though estimates range from US$8.8b to US$38.1b. The analyst target of US$116.37 sits close to the current price of about US$115.93. The piece stresses execution risk, as Intel Foundry is still loss-making and breakeven has been pushed out.
- Trump faces bipartisan backlash over waiving Russia sanctions
President Trump drew bipartisan criticism after waiving new Russia sanctions two days before they were due to take effect, through an executive order issued on Friday. The Graham Act, signed on Sept. 18, lets him waive the restrictions if he certifies to Congress that doing so serves US national interests. The waiver came a week after he eased sanctions on Russia's energy sector and announced a deal to import diesel: 300,000 tons, about 2.2 million barrels, against US daily use of 4.1 million barrels. Republican senators Thom Tillis and John Cornyn, Representative Don Bacon, and Democrat Gregory Meeks called the move irresponsible or a boost for Putin. Experts say the diesel deal will not offset oil supply disruptions from the Iran war.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.