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Pfizer $PFE<\/a>\u00a0PFE<\/a> is one of the largest and most successful drugmakers in oncology with an established presence in breast, genitourinary, thoracic, gastrointestinal cancer and blood cancers. It boasts a strong portfolio of approved cancer medicines as well as a robust pipeline of cancer candidates with a focus on multiple modalities, including small molecules, antibody-drug conjugates (ADCs) and immuno-oncology biologics.<\/p>\n<\/div>\n The addition of Seagen $SGEN<\/a> in 2023 strengthened its position in oncology by adding four ADCs \u2014 Adcetris, Padcev, Tukysa and Tivdak.<\/p>\n<\/div>\n Oncology sales comprise around 27% of its total revenues. Its oncology revenues grew 8% in 2025. Investors will be keen to know how its oncology segment performed in the first quarter when the company announces results on May 5.<\/p>\n<\/div>\n Pfizer\u2019s oncology sales in the first quarter are expected to have been driven by higher sales of key drugs like Xtandi, Lorbrena and the Braftovi-Mektovi combination, which should make up for declining sales of drugs like Ibrance. Sales of Ibrance are likely to have been hurt by generic entry in select international markets and the impact of Medicare Part D redesign in the United States. Sales of Inlyta are also likely to have declined. New drug, Elrexfio, is also expected to have contributed to growth.<\/p>\n<\/div>\n As regards the antibody-drug conjugates or ADCs added from 2023\u2019s Seagen acquisition, competitive pressure in the United States is likely to have hurt sales of Adcetris, while strong demand trends are likely to have benefited Padcev\u2019s sales.<\/p>\n<\/div>\n Pfizer has ventured into the oncology biosimilars space and markets six biosimilars for cancer. Its oncology biosimilars are expected to make a significant contribution to sales growth in the first quarter of 2026, similar to the past few quarters.<\/p>\n<\/div>\n Pfizer is likely to provide updates on its oncology candidates in late-stage development, like atirmociclib and sigvotatug vedotin, on the first-quarter conference call. Regulatory application seeking approval of another key cancer candidate, sasanlimab, is under review in the EU for the treatment of BCG-naive high-risk non-muscle invasive bladder cancer, while that for vepdegestrant is under review in the United States for the treatment of ER+\/HER2- metastatic breast cancer.<\/p>\n<\/div>\n On the previous earnings conference call, Pfizer highlighted development plans for PF-08634404, a dual PD-1 and VEGF inhibitor, which it in-licensed from China’s 3SBio\u00a0last year. Pfizer plans to start four pivotal studies for PF-08634404 in 2026. An update is expected on the first-quarter conference call.<\/p>\n<\/div>\n Pfizer is one of the largest drugmakers of cancer medicines. Other large players in the oncology space are AstraZeneca $AZN<\/a> AZN<\/a>, Merck $MRK<\/a> MRK<\/a>, J&J<\/strong> JNJ<\/a> and Bristol-Myers.<\/p>\n<\/div>\n For AstraZeneca, oncology sales now comprise around 44% of total revenues. Sales in its oncology segment rose 14% at constant exchange rate (CER) in 2025. AstraZeneca\u2019s strong oncology performance was driven by medicines such as Tagrisso, Lynparza, Imfinzi, Calquence and Enhertu (in partnership with Daiichi Sankyo).<\/p>\n<\/div>\n Merck\u2019s key oncology medicines are PD-L1 inhibitor, Keytruda and PARP inhibitor, Lynparza, which it markets in partnership with AstraZeneca. Keytruda, approved for several types of cancer, alone accounts for more than 50% of Merck\u2019s pharmaceutical sales. Keytruda recorded sales of $31.7 billion in 2025, up 7% year over year.<\/p>\n<\/div>\n J&J\u2019s oncology sales now comprise around 27% of its total revenues. Its oncology sales rose 20.9% on an operational basis in 2025 to $25.4 billion. While J&J\u2019s older cancer drugs, multiple myeloma treatment Darzalex and prostate cancer drug Erleada, are key contributors to its top-line growth, new drugs such as Carvykti, Tecvayli, Talvey and Rybrevant, plus Lazcluze, hold the key to long-term growth.<\/p>\n<\/div>\n Bristol-Myers\u2019 key cancer drug is PD-L1 inhibitor, Opdivo, which accounts for around 21% of its total revenues. Opdivo\u2019s sales rose 8% to $10 billion in 2025.<\/p>\n<\/div>\n Pfizer\u2019s stock has risen 24.1% in the past year compared with an increase of 27.1% for the industry.<\/a><\/p>\n<\/div>\n Image Source: Zacks Investment Research<\/p>\n<\/div>\n From a valuation standpoint, Pfizer appears attractive relative to the industry and is trading below its five-year mean. Going by the price\/earnings ratio, Pfizer\u2019s shares currently trade at 9.24 forward earnings, significantly lower than 17.26 for the industry as well as the stock\u2019s five-year mean of 10.08.<\/p>\n<\/div>\n Image Source: Zacks Investment Research<\/p>\n<\/div>\n The Zacks Consensus Estimate for 2026 earnings has been stable at $2.97 per share, while that for 2027 has been stable at $2.82 per share over the past 60 days.<\/p>\n<\/div>\n Image Source: Zacks Investment Research<\/p>\n<\/div>\n Pfizer has a Zacks Rank #3 (Hold). You can see\u00a0the complete list of today\u2019s Zacks #1 Rank (Strong Buy) stocks here<\/strong><\/a>.<\/p>\n<\/div>\n From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.<\/p>\n This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren\u2019t winners but this one could far surpass earlier Zacks\u2019 Stocks Set to Double like Nano-X $TWTR<\/a> Imaging which shot up +129.6% in little more than 9 months.<\/p>\nCompetition in the Oncology Space<\/h2>\n
PFE\u2019s Price Performance, Valuation and Estimates<\/h2>\n
Research Chief Names “Single Best Pick to Double”<\/h2>\n