Pfizer Inc. (PFE) lowered its full-year 2025 revenue forecast to $62 billion, triggering a decline in its stock price. The revision reflects growing concerns over product performance and pipeline execution.
- Pfizer revised 2025 revenue forecast to $62 billion
- Stock dropped 5.8% in after-hours trading
- Factors include competitive pressures and regulatory delays
- Pipeline challenges cited as a key contributor
- Downgrade risk for analysts and institutional investors
- Impact extends beyond PFE to healthcare sector sentiment
Pfizer Inc. (PFE) announced a significant downward revision to its 2025 revenue outlook, now projecting $62 billion in sales—down from prior expectations. The adjustment marks a notable shift in the company’s financial trajectory and has sparked immediate investor concern. The revised forecast underscores challenges related to key blockbuster drugs, including declining demand for certain vaccines and slower-than-expected uptake of newer therapies in competitive markets. The company cited several factors behind the reduction, including macroeconomic pressures affecting healthcare spending, increased competition in the oncology and respiratory therapeutic areas, and delays in regulatory approvals for some late-stage pipeline candidates. These dynamics point to broader structural headwinds impacting the pharmaceutical sector, particularly for firms reliant on patent-protected revenue streams. The stock reacted sharply, with PFE shares dropping approximately 5.8% in after-hours trading following the announcement. This represents one of the largest single-day declines for the stock in the past 18 months. Market analysts have begun reassessing valuation models, with several downgrading their price targets and citing reduced confidence in Pfizer’s near-term growth prospects. The move affects not only shareholders but also institutional investors, healthcare providers relying on its product portfolios, and partners in its global supply chain. The revised guidance may also influence the broader healthcare index, as Pfizer remains a major component of key benchmarks.