Stock Movers Pfizer Forecasts Flat 2026 Sales; Ford's EV Pivot Will Be Profit Positive; Roku Jumps
Dec 16, 2025
Pfizer predicts flat sales for 2026, sparking discussion on its costly acquisitions to revive its drug pipeline. Ford faces a hefty $19.5 billion charge as it shifts focus from full electric to hybrid vehicles, with expectations of EV profitability by 2029. Meanwhile, Roku sees its stock boosted by a positive analyst upgrade, highlighting its strong position in the U.S. ad market. The podcast dives into these company strategies and their implications for the market landscape.
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Pfizer's Revenue Outlook And Cost Focus
- Pfizer set 2026 revenue guidance at $59.5B–$62.5B, below Wall Street's midpoint estimate.
- Valerie Teitel notes Pfizer aims to deliver most cost savings by 2026 while refreshing its pipeline with costly acquisitions.
Ford's Costly Pivot To Profitable EVs
- Ford will take about $19.5B in charges to unwind a large-format EV program and shift strategy.
- Valerie Teitel says Ford expects EV operations to be profitable by 2029 after pivoting to hybrids and boosting 2025 guidance.
Roku Gains From Advertising Upside
- Morgan Stanley upgraded Roku, citing its dominant U.S. streaming market share.
- Valerie Teitel links Roku's market position to a brighter outlook for its advertising revenue.