$ZTS

Michael Burry sold his entire position in Flutter Entertainment (FLUT) and reinvested most of the proceeds into Lululemon Athletica (LULU) at under $100, citing compressed valuation. He also increased his stake in Zoetis (ZTS), calling it 'very cheap.' FLUT, LULU, and ZTS were trading at -1.5%, +0.09%, and +0.3% respectively in after-hours trading.

Pfizer (PFE) raised its 2026 revenue guidance by $500M, while Zoetis (ZTS) cut its outlook, expecting a 1-3% decline. Pfizer's growth is driven by drugs like Eliquis and Padcev, while Zoetis faces market share pressures. Pfizer aims for high single-digit revenue CAGR from 2028-2033, with $9.7B in expected savings. Zoetis is investing in dermatology and adjusting prices to combat competition.

Zoetis appointed Jay Saccaro as Executive Vice President, CFO, and COO, combining finance and operations. Saccaro previously served as CFO at GE HealthCare and Baxter. GE HealthCare named William Grogan as CFO, effective September 14, succeeding Saccaro.

Impax US Sustainable Economy Fund reported Q2 2026 performance, with shares in Zoetis (ZTS) dropping due to earnings revision. Zoetis, an animal health company, faced sales headwinds for its Librela product and delayed next-gen launches. The stock closed at $75.81 on September 4, 2026, down 50.04% year-over-year. The fund noted Zoetis' sustainability profile but sees greater upside in AI stocks.

Zoetis (ZTS) has underperformed the S&P 500, with United Therapeutics (UTHR) showing better performance. Analysts rate ZTS as a 'Moderate Buy' with a mean price target of $97.69, suggesting 28.3% upside.

Michael Burry, known for his 'Big Short' bet, disclosed August trades including long positions in MercadoLibre (MELI), Zoetis (ZTS), Lululemon (LULU), and Molina Healthcare (MOH), and short positions in Palantir (PLTR), Nvidia (NVDA), and others. Nine of his 17 long holdings rose, with Veeva (VEEV) up 35.8%, while his short bets faced pressure as AI stocks rallied, with Palantir up 51.4%. Burry adjusted his portfolio, raising cash and managing risk.

Zoetis has appointed Jay Saccaro as EVP, CFO, and COO. Saccaro brings 12 years of CFO experience, including roles at GE HealthCare and Baxter International. He will oversee finance and global manufacturing, focusing on execution and growth. Zoetis is an animal health company operating in over 100 countries.

Zoetis (ZTS) reported flat Q2 revenue of $2.47B, missing estimates, and lowered full-year guidance. Supernus Pharmaceuticals (SUPN) reported 27.7% revenue growth to $211.3M, beating estimates. Eli Lilly (LLY) reported 47.7% revenue growth to $22.97B, significantly beating estimates. All three stocks have risen since reporting.

Zoetis (ZTS) stock rose 3.61% in a day and 6.52% in a week after FDA authorized Simparica Trio for treating New World screwworm. Despite recent gains, shares are down 38.27% year-to-date and 48.95% in a year. The company lowered revenue and earnings guidance, with a 11% YoY decline in U.S. Companion Animal segment revenue. ValueInvestingSubstack values Zoetis at $92.92, suggesting a 16.3% undervaluation.

Zoetis Inc. (NYSE:ZTS) received emergency authorization for Simparica Trio to treat New World screwworm in dogs. This follows a 7% decline in U.S. revenue and 11% drop in domestic companion-animal product sales. The authorization expands the product's use, potentially supporting its lifecycle amid competitive pressure and macroeconomic sensitivity.