PM Philip Morris International Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
11:28
Aug 30
Aug 30
UK nicotine pouch sales rise
Reports UK nicotine pouch sales are rising while companies increase marketing, naming PM and BTI as involved; no directional view.
LOW
17:09
Aug 28
Aug 28
Seeking Alpha highlights Goldman Sachs' bullish price targets on Altria and Philip Morris.
Seeking Alpha highlights Goldman Sachs' bullish price targets on Altria and Philip Morris following their contract manufacturing agreement, but the tweet is a research summary without an explicit author position.
19:25
Aug 21
Aug 21
The FDA authorized higher nicotine pouches from Philip Morris International as the company.
The FDA authorized higher nicotine pouches from Philip Morris International as the company seeks to defend its market position against rising competition.
11:27
Aug 15
Aug 15
The author is compiling a research thread of user-recommended non-AI tickers.
The author is compiling a research thread of user-recommended non-AI tickers, listing them as a factual watchlist
LOW
13:00
Aug 14
Aug 14
Philip Morris is a Lindy vice play.
He points to Philip Morris as a Lindy vice/tobacco name: tobacco use has existed for centuries, and as the health-optimization trend fades, entrenched vice consumption is likely to return to favor. He references a prior segment and reacts positively to the PM chart.
LOW
01:50
Aug 14
Aug 14
Health optimization trend over; vice stocks bottom
Health optimization/healthmaxxing has topped out as a cultural trend, especially after Brian Johnson took it to an extreme that most people do not want to look like; the return to vice and IRL living makes sin stocks Philip Morris and Budweiser likely bottoms.
HIGH
15:39
Aug 13
Aug 13
Health optimization has peaked; buy alcohol stocks.
The 'health optimization' trend has peaked, and people are returning to real-life indulgences like alcohol and tobacco. These stocks represent a cultural bottom and are poised to rebound as consumers reject extreme health-maxing lifestyles.
MED
21:00
Aug 03
Aug 03
Retailers in the grilling category shifted promotional strategy toward smaller pack sizes to target value-seeking consumers, which contributed to a category decline and hurt Kingsford's share. — This indicates a retailer-led shift in promotional mechanics that could impact how grilling companies plan their seasonal volume and trade spend.
MED
19:24
Jul 30
Jul 30
The tweet rhetorically questions the simulation-like nature of PM hitting an all-time high.
The tweet rhetorically questions the simulation-like nature of PM hitting an all-time high, without expressing a personal position or forward call.
LOW
14:24
Jul 28
Jul 28
The author sarcastically references rotation into consumer staples, noting all-time highs in PM.
The author sarcastically references rotation into consumer staples, noting all-time highs in PM, KO, CCEP, and PFGC without taking a directional position.
14:10
Jul 28
Jul 28
The author notes that staples stocks like PM, KO, CCEP, and PFGC are at all-time highs.
The author notes that staples stocks like PM, KO, CCEP, and PFGC are at all-time highs, but provides no personal position or forward call.
01:48
Jul 28
Jul 28
Speaker notes a sell-side note title referencing ZYN trend for $PM.
Speaker notes a sell-side note title referencing ZYN trend for $PM, no personal directional view or catalyst.
LOW
22:36
Jul 27
Jul 27
Reports capital investment news, fundamental development, no directional view.
LOW
14:25
Jul 27
Jul 27
Philip Morris is doubling investment in its Colorado Zyn manufacturing plant to address supply.
Philip Morris is doubling investment in its Colorado Zyn manufacturing plant to address supply constraints amid rising competition for nicotine pouches.
20:40
Jul 23
Jul 23
Zyn maker at all-time highs.
Philip Morris is at all-time highs, driven by the acquisition of Zyn. Nicotine consumption has shifted culturally: disposable vapes became cringe, Zyn took over as the dominant product with 2.9 billion tins sold last quarter, and even cigarette sales are rising for the first time in 20 years. The stock remains an underappreciated trade, largely separated from AI/hype themes.
HIGH
15:31
Jul 23
Jul 23
Nicotine comeback drives Philip Morris ATH
Philip Morris is at all-time highs, driven by the booming Zyn nicotine pouch brand and a surprise increase in cigarette sales for the first time in 20 years. This overlooked trade benefits from real-world vice trends and is completely uncorrelated to the AI trade.
MED
18:40
Jul 22
Jul 22
Philip Morris trims its profit forecast, blaming adverse currency conditions and rising costs.
Philip Morris trims its profit forecast, blaming adverse currency conditions and rising costs linked to the conflict in the Middle East.
12:06
Jul 22
Jul 22
US pre-market movers show mixed results with SMCI surging on strong gross margins.
US pre-market movers show mixed results with SMCI surging on strong gross margins, CB falling on missed premiums, and several stocks reacting to earnings and nuclear power development news.
11:22
Jul 22
Jul 22
Philip Morris reports strong second-quarter results with net revenues exceeding 11 billion.
Philip Morris reports strong second-quarter results with net revenues exceeding 11 billion dollars for the first time and adjusted diluted EPS growing over 15 percent.
11:11
Jul 22
Jul 22
Philip Morris reports Q2 2026 adjusted EPS of $2.20 beating estimates but organic revenue.
Philip Morris reports Q2 2026 adjusted EPS of $2.20 beating estimates but organic revenue growth of 1.6% misses the 4.91% consensus forecast.
11:10
Jul 22
Jul 22
Philip Morris reports Q2 2026 adjusted EPS of $2.20 beating estimates of $2.04 with organic.
Philip Morris reports Q2 2026 adjusted EPS of $2.20 beating estimates of $2.04 with organic revenue growth of 7.6 percent versus 4.91 percent expected.
11:09
Jul 22
Jul 22
Philip Morris reports Q2 2026 adjusted EPS of $2.20 beating estimates but organic revenue.
Philip Morris reports Q2 2026 adjusted EPS of $2.20 beating estimates but organic revenue growth of 1.6% misses the 4.91% forecast.
09:00
Jul 22
Jul 22
Despite a strong H1, management maintained guidance but increased flexibility to invest in the US, signalling confidence in underlying momentum and willingness to trade near-term margin for long-term growth.
HIGH
20:31
Jul 21
Jul 21
The tweet notes a large sell order in Philip Morris at 330 but does not express a personal.
The tweet notes a large sell order in Philip Morris at 330 but does not express a personal position or forward view.
LOW
14:58
Jul 19
Jul 19
The tweet previews the upcoming earnings week with GOOGL and INTC in focus.
The tweet previews the upcoming earnings week with GOOGL and INTC in focus, noting AI spending scrutiny and semiconductor sector pressure after a bear market correction.
15:31
Jul 18
Jul 18
PM and MO NTM PE multiples cited as near the top of their recent historical ranges.
PM and MO NTM PE multiples cited as near the top of their recent historical ranges, flagged as a valuation risk within XLP.
LOW
01:56
Jul 01
Jul 01
FDA decision permits Zyn nicotine pouches to carry reduced-risk labeling.
FDA decision permits Zyn nicotine pouches to carry reduced-risk labeling; regulatory milestone for Philip Morris.
MED
01:56
Jul 01
Jul 01
FDA authorization lets Zyn market reduced-risk claims, a positive regulatory development for PM.
FDA authorization lets Zyn market reduced-risk claims, a positive regulatory development for PM, but the author does not disclose a position or explicit buy/hold call.
MED
17:45
Jun 30
Jun 30
FDA authorizes Philip Morris to market Zyn nicotine pouches as less harmful than cigarettes.
FDA authorizes Philip Morris to market Zyn nicotine pouches as less harmful than cigarettes, per CNBC report
15:38
Jun 30
Jun 30
Philip Morris International announces FDA authorization to market Zyn nicotine pouches as less.
Philip Morris International announces FDA authorization to market Zyn nicotine pouches as less harmful than cigarettes.
About PM Analyst Coverage
Buzzberg tracks PM (Philip Morris International) across 20 sources. 11 bullish vs 3 bearish calls from 21 analysts. Sentiment: predominantly bullish (17%). 48 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: BarbarianCap, SeekingAlpha, Bloomberg.