We recently published a list of Billionaire Ken Fisher’s 10 Healthcare Stock Picks with Massive Upside Potential. In this article, we are going to take a look at where Pfizer Inc. (NYSE:PFE) stands against other Billionaire Ken Fisher’s healthcare stock picks with massive upside potential.
The healthcare industry, an essential component of global well-being and economic resilience, is undergoing significant changes. The industry, which is thought to account for more than 10% of the world’s GDP, is set to enter a new era characterized by demographic shifts, digital innovation, and regulatory realignment. Stakeholders in the life sciences, diagnostics, and healthcare services ecosystem face a conundrum as of 2025: stability is threatened by ongoing financial strain, growing operational complexity, and geopolitical risks, despite the abundance of growth opportunities.
Healthcare earnings in the U.S. are still under pressure. EBITDA as a percentage of national health spending has dropped by 150 basis points since 2019, which has a significant impact on both payers and providers, according to McKinsey. The World Health Organization projects that there will be a 10-million-person shortage of healthcare workers worldwide by 2030, limited reimbursement growth, and high inflationary prices. At the same time, digital transformation has gained importance. According to Deloitte, 90% of executives in global health systems anticipate a faster adoption of digital technology, and over 70% of them intend to increase operational efficiency in 2025.
Artificial intelligence (AI) is at the heart of this change. AI, which was once aspirational, is now a disruptive force that improves everything from medical diagnosis to hospital logistics. AI is seen by EU institutions as essential to the modernization of public health. The European Health Data Space (EHDS), which will be launched in 2025, and the European Commission’s 2024 AI Act aim to guarantee that AI technologies are reliable and safe, while facilitating access to high-quality, interoperable health data. These frameworks provide patients and developers with legal protection by simplifying liability standards for flawed AI systems, in conjunction with the revised Product Liability Directive.
However, issues remain. Integrating AI into clinical operations necessitates consistent funding, cultural acceptance, and regulatory clarity. Bias in data, ethical considerations, and the complexity of agentic AI solutions—tools that work autonomously to perform multi-step healthcare processes—require careful management. Despite these challenges, practical applications are gaining traction: AI is currently used in early sepsis identification, breast cancer screening, and pharmaceutical R&D, with the potential to shorten medication development timelines and improve patient outcomes.
Meanwhile, recent geopolitical developments are casting a shadow on global healthcare supply networks. In April 2025, President Donald Trump announced substantial tariffs, including a 10% baseline and targeted taxes on medical devices, which might disrupt access to vital inputs like diagnostic tools and protective equipment. “What Trump unveiled Wednesday is stupid, wrong, arrogantly extreme, and ignorant trade-wise,” said billionaire investor Ken Fisher in a harsh indictment of the proposal. Furthermore, Morningstar and Fitch analysts warn of rising expenses for hospitals, which are already dealing with low margins and restricted pricing options.
These changes—technological, legislative, and geopolitical—occur against a backdrop of cautious optimism. While GDP growth in the United States is predicted to drop from 2.7% in 2024 to 1.5% in 2025, the healthcare industry remains strong. As AI integration deepens, policy clarity emerges, and investment cycles reset, the industry may be poised for a new era of growth.
Methodology
To create our list of Billionaire Ken Fisher’s 10 Healthcare Stock Picks with Massive Upside Potential, we looked at Ken Fisher’s Q4 2024 13F SEC filings to find healthcare stocks in his portfolio. We then chose the ten stocks with the highest upside potential based on average analyst price forecasts, as of the time of writing this article. The equities were then sorted in ascending order of predicted upside. This strategy highlights the most promising healthcare investments in Fisher’s existing portfolio. Furthermore, hedge fund sentiment was also laid out for these stocks, as of Insider Monkey’s Q4 2024 database.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
A medical technician wearing protective gloves and a mask mixing a biopharmaceutical solution.
Pfizer Inc. (NYSE:PFE)
Upside Potential: 37.43%
Number of Hedge Fund Holders: 92
Founded in 1849 and based in New York City, Pfizer Inc. (NYSE:PFE) is a leading pharmaceutical company with a diverse portfolio that includes rare illnesses, cancer, inflammation, and vaccines. The company’s RSV vaccine, ABRYSVO, is a major factor in its future growth as it keeps growing its presence in the adult and maternal vaccination markets.
Pfizer Inc. (NYSE:PFE) made $63.6 billion in 2024, thanks to robust sales of its non-COVID drugs, which saw an operational growth of 12%. The company paid out $9.5 billion in dividends to stockholders and recorded adjusted earnings per share of $3.11, up from $1.84 in 2023. In addition, Pfizer reduced its debt by $7.8 billion and made roughly $11 billion in internal research and development.
Looking ahead, Pfizer Inc. (NYSE:PFE) projects $61–$64 billion in revenue and $2.80–$3.00 in earnings per share for 2025. The company’s priorities include increasing R&D productivity, starting up to 13 pivotal trials, and advancing important medications, including sigvotatug vedotin (ADC), atirmociclib (a CDK4 inhibitor), and vaccinations like PCV-25 and C. diff. Furthermore, Pfizer is confident in its cost-saving plan, which aims to recover to pre-COVID operating margins and save $4.5 billion by the end of 2025, despite challenges from Medicare reforms under the IRA.
Adults aged 50–59 who are at a higher risk of developing severe RSV-associated lower respiratory tract disease (LRTD) should also receive the RSV vaccination, according to a vote made by the CDC’s Advisory Committee on Immunization Practices (ACIP) in April 2025. Among them is ABRYSVO, which the FDA authorized in October 2024 for use in high-risk people between the ages of 18 and 59. The change greatly expands the vaccine’s eligible population, subject to final approval. The European Commission recently amended the vaccine’s authorization to cover a larger adult population in March 2025, and it is currently approved in a number of overseas markets.
Thus, as Pfizer Inc. (NYSE:PFE) negotiates the post-COVID environment, ABRYSVO is becoming a key component of its vaccination approach. A restoration to revenue momentum is shown by the company’s wider RSV coverage, which also helps its competitive positioning.
Pfizer continues to be a carefully watched healthcare stock with promising long-term catalysts, thanks to significant institutional support, including a position in Ken Fisher’s stock portfolio.
Overall, PFE ranks 6th on our list of Billionaire Ken Fisher’s healthcare stock picks with massive upside potential. While we acknowledge the potential of these companies, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than PFE but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
