In early January 2026, Pfizer Inc. and Boltz, PBC announced a collaboration to apply biomolecular AI foundation models to Pfizer’s historical R&D data, while a separate multi-year deal with Cartography Biosciences will use its ATLAS and SUMMIT platforms to discover tumor-selective antigens that Pfizer can advance into oncology programs.
Together, these alliances highlight Pfizer’s push to use advanced AI and precision oncology tools to improve its internal pipeline productivity at a time when it is managing revenue pressures from patent expirations and waning COVID-19 product demand.
Next, we’ll examine how Pfizer’s move to embed Boltz’s biomolecular AI models into its discovery process could reshape the existing investment narrative.
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To own Pfizer today, you need to believe its late stage pipeline, oncology push, and cost efforts can offset revenue pressure from COVID normalization and upcoming patent expirations. The Boltz AI deal and Cartography collaboration both aim at improving R&D productivity, but their impact on near term earnings and the key risk of patent cliff exposure appears limited for now, while legal uncertainty around Depo Provera and mRNA lawsuits adds another layer of headline risk.
Among the recent news, the Boltz biomolecular AI collaboration is most relevant, because it directly ties into Pfizer’s efforts to squeeze more value from its historical R&D data and sharpen preclinical decision making. If these models help Pfizer prioritize better oncology and obesity assets earlier, they could support the long term catalyst of rebuilding non COVID growth, even if investors should still treat any R&D efficiency gains as unproven at this stage.
Yet, against these potential upsides, investors should be aware of the growing legal overhang around Depo Provera and…
Read the full narrative on Pfizer (it’s free!)
Pfizer’s narrative projects $59.6 billion in revenue and $12.8 billion in earnings by 2028. This assumes revenues decline by 2.2% per year and implies an earnings increase of about $2.1 billion from $10.7 billion today.
Uncover how Pfizer’s forecasts yield a $29.08 fair value, a 15% upside to its current price.
PFE 1-Year Stock Price Chart
Some analysts were far more optimistic before this news, assuming revenue near US$65.5 billion and earnings around US$15.1 billion by 2028, but the Boltz AI upside and acquisition reliance show just how differently you and those bullish forecasts might view Pfizer’s real margin and pipeline risk.
Explore 35 other fair value estimates on Pfizer – why the stock might be worth over 2x more than the current price!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include PFE.
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