
Stock Movers Pfizer Falls, Paypal Gains, Stubhub Falls After Ratings Downgrade
Dec 16, 2025
Pfizer shares dip after a forecast of stagnant sales growth, highlighting the challenges of refreshing its drug pipeline. In contrast, PayPal gains momentum by applying for a US banking license, marking a significant shift in its strategy. StubHub's stock takes a hit due to a downgrade that points to increased competition and looming regulatory issues for its ticketing platform. The financial landscape remains dynamic as these companies navigate their respective hurdles.
AI Snips
Chapters
Transcript
Episode notes
Pfizer Faces Flat Sales And Pipeline Push
- Pfizer expects essentially no sales growth for 2026, signaling fading COVID-19 demand and competitive pressure across its drug portfolio.
- The company plans over $7 billion in cost cuts by 2027 and is pursuing acquisitions, especially in obesity drugs, to refresh its pipeline.
StubHub Hits Competition And Regulation Headwinds
- StubHub has declined strongly since its IPO and faces rising competition from Vivid Seats that pressures market share.
- Regulatory moves, like UK plans to ban resale above face value, add further headwinds to its business model.
PayPal Seeks Bank Charter With Unclear Timeline
- PayPal applied to become a U.S. bank, a logical step given its lending activities and potential regulatory advantages.
- The timeline is uncertain and could take several years, so near-term impact remains unclear.
