U.S. Biotech Stock News

BofA Securities recently downgraded Digital Realty Trust (DLR) from Buy to Neutral, citing slower capture of AI related demand and development deals concentrating in markets where the data center REIT has less exposure. See our latest analysis for Digital Realty Trust. The downgrade comes after a mixed stretch for the stock, with a 2.8% 30 day share price return, an 8.2% 90 day share price decline, and a 5.3% 1 year total shareholder return loss, contrasting with a 65.1% 3 year total...

Earlier in January 2026, W. R. Berkley’s board lifted the company’s share repurchase authorization to 25,000,000 shares, while major shareholder Mitsui Sumitomo Insurance Co. expanded its stake with US$32.64 million of open‑market purchases. Together, the larger buyback capacity and increased investment by a significant institutional owner highlight strong insider confidence in W. R. Berkley’s capital deployment and long‑term positioning. We’ll now examine how Mitsui Sumitomo’s growing...

If you are wondering whether NIKE's current share price really reflects what you are getting as an investor, this article is designed to walk you through that question step by step. NIKE's stock last closed at US$65.64, with returns of 1.7% over the past week, a 2.7% decline over the past month, 3.7% year to date and a 6.8% decline over the past year. The stock has also seen deeper pullbacks of 46.3% over three years and 49.9% over five years. Recent headlines around NIKE have focused on how...

In early January 2026, VinFast Auto announced that its 2025 global electric vehicle deliveries are expected to roughly double 2024 levels, approaching 200,000 units after delivering 97,399 EVs last year. Alongside this ambitious delivery outlook, VinFast also closed a shelf registration for over 133 million ordinary shares, highlighting the scale of capital it is prepared to access to support expansion. We’ll now examine how VinFast’s plan to nearly double 2025 EV deliveries reshapes its...

In April 2025, InvestingPro highlighted DLocal as undervalued, and since then the company has strengthened its governance with a majority independent board and appointed a new CFO alongside reporting strong EBITDA growth. These governance and leadership changes, coupled with operating performance, have encouraged more positive analyst views on DLocal’s long-term prospects. We’ll now look at how the new CFO appointment, combined with stronger EBITDA performance, may influence DLocal’s...

Ryan Specialty Holdings, Inc. recently announced it will release its Fourth Quarter 2025 results and host an investor conference call on February 12, 2026, while continuing to expand its specialty footprint through acquisitions such as Stewart Specialty Risk Underwriting Ltd. in Canada. At the same time, a series of cautious analyst rating revisions and an analyst-consensus “Outperform” stance highlight a mixed sentiment backdrop around the company’s near‑term prospects. Against this...

Vontier (VNT) stock is in focus after the company was named to CDP’s 2025 Climate Change A List and received a B rating for Water Security, spotlighting its latest sustainability credentials. See our latest analysis for Vontier. At a share price of $38.75, Vontier has seen a 4.45% 1 month share price return and a 2.51% year to date share price return, while its 3 year total shareholder return of 78.81% points to momentum built over a longer period. If this kind of sustainability led story has...

Why NPK International Is Back on Investor Screens NPK International (NPKI) has attracted fresh attention after strong quarterly earnings growth and positive analyst estimate revisions coincided with the share price pushing toward a key technical resistance level. See our latest analysis for NPK International. That renewed interest sits on top of a share price that has climbed 15.99% over the past 90 days and contributed to a 75.41% total shareholder return over the last year. This suggests...

In recent commentary, Jim Cramer highlighted that Cheniere Energy’s stock had been sliding for nearly a year and said it is not his preferred energy investment compared with higher-yielding peers like ONEOK and Enterprise Product Partners. He also pointed investors toward Cheniere Energy Partners and its income-focused profile, underscoring how yield differences can shape preferences within the same LNG ecosystem. Now we’ll consider how Cramer’s preference for yield-rich alternatives and...

Investor attention around SharkNinja (SN) has picked up after the company added veteran investment banker Jason Wortendyke to its Board and Compensation Committee. This governance move could influence how growth decisions are weighed. See our latest analysis for SharkNinja. The board appointment lands during a strong run, with SharkNinja posting a 90 day share price return of 35.35% and a 1 year total shareholder return of 18.55%, suggesting momentum has been building alongside new product...

U.S. prosecutors opening a probe into Federal Reserve Chair Jerome Powell has pushed investor attention toward safe havens, as gold prices set fresh records and put Newmont (NEM) firmly back on many portfolios watchlists. See our latest analysis for Newmont. Newmont’s share price has been catching a strong tailwind from this shift into safe havens, with a 3.64% 1 day share price return, 15.10% 30 day share price return and a 24.76% 90 day share price return. Its 1 year total shareholder...

Why Acer’s patent lawsuit matters for AT&T stock Acer’s new patent infringement lawsuit against AT&T (T) over cellular networking technology puts legal risk in focus for shareholders, raising questions about potential financial exposure and how core network assets are protected. See our latest analysis for AT&T. AT&T’s share price has softened in recent months, with a 90-day share price return of 9.15% and a year-to-date share price return of a 3.34% decline, even as recent headlines have...

Flex (FLEX) is back in focus after quarterly results topped analyst forecasts and its JetCool unit rolled out new liquid cooling solutions at an Equinix data center, highlighting the company’s data center infrastructure capabilities. See our latest analysis for Flex. Flex’s recent data center wins and earnings beat come after a mixed stretch for the share price, with a 1-month share price return of a 9.68% decline, a 1-year total shareholder return of 54.65%, and a 5-year total shareholder...

In early January 2026, A. O. Smith entered a new US$470 million unsecured term loan maturing in 2029 to fund its acquisition of Leonard Valve, while also facing softer residential and commercial water heater shipments and announcing a review of its China operations. The combination of acquisition-funded borrowing, tighter leverage and interest coverage covenants, and a reassessment of China highlights how A. O. Smith is balancing growth ambitions with financial discipline and geographic risk...

Enterprise Products Partners (EPD) is back in focus after its general partner’s board approved a 2.8% increase in the quarterly cash distribution to $0.55 per unit, or $2.20 annualized, for the fourth quarter of 2025. See our latest analysis for Enterprise Products Partners. The distribution hike comes after a steady few months for the units, with the latest share price at $32.09 and a 90 day share price return of 4.22%. The 1 year total shareholder return of 5.58% and 5 year total...

What Borr Drilling’s New Contracts Mean for Investors Borr Drilling (BORR) has drawn fresh attention after announcing new contract commitments for its Ran and Odin jack up rigs in Mexico and the United States, including additional extension options. See our latest analysis for Borr Drilling. These fresh contracts arrive as Borr Drilling’s share price sits at US$4.18, with a 90 day share price return of 58.33% and a 5 year total shareholder return of 143.80%. This suggests momentum has...

If you are wondering whether Ulta Beauty's share price still offers value after a strong run, this article will walk through what the current market price might imply about the stock. Ulta Beauty recently closed at US$661.49, with returns of 1.8% over 7 days, 10.0% over 30 days, 6.7% year to date, 63.7% over 1 year, 33.7% over 3 years, and 125.6% over 5 years. These figures naturally raise questions about what is already priced in and how much risk you are taking on at these levels. Recent...

Recent analyst actions around Brown & Brown (BRO) have turned attention to how a softening property and casualty insurance market could influence the company’s organic growth expectations, margins, and investor sentiment over the next few years. See our latest analysis for Brown & Brown. Brown & Brown’s recent analyst downgrades and concerns about softer property and casualty pricing sit against a share price of US$79.61, with a 90 day share price return of a 16% decline and a 1 year total...

Veracyte (VCYT) shares are in focus after the company released preliminary 2025 results alongside fresh guidance for 2026, outlining expected revenue ranges, testing growth and margin targets that give investors more visibility. See our latest analysis for Veracyte. Veracyte shares have been volatile around the recent guidance, with a 3.35% 1 day share price return to US$43.45 and a 24.93% 90 day share price return. The 1 year total shareholder return of 5.82% contrasts with a 62.80% total...

Markel Group (MKL) is in focus after Markel Insurance named Preeti Gureja as Chief Risk Officer for its US and Bermuda insurance operations. The move puts risk oversight and regulatory engagement at center stage. See our latest analysis for Markel Group. The appointment comes as Markel Group’s share price sits at US$2,119.42, with an 8.35% 90 day share price return and a 26.91% 1 year total shareholder return indicating momentum that has been building rather than fading. If this risk focused...

Why Blue Bird (BLBD) is on investors’ radar Blue Bird (BLBD) has caught investor attention after recent share price moves, with the stock showing mixed returns across different timeframes. That shift is prompting a closer look at how the business is currently positioned. See our latest analysis for Blue Bird. At a share price of $49.0, Blue Bird’s short term share price returns have softened over the last quarter, but its 1 year and 3 year total shareholder returns of 18.21% and roughly 3.3x...

In recent days, Barclays upgraded Kodiak Gas Services to an Overweight rating, while the company announced a dual listing on NYSE Texas and the full exit of EQT Infrastructure’s remaining stake via an underwritten public offering. These moves not only underscore sustained demand for Kodiak’s compression services tied to natural gas volume growth, but also mark a meaningful shift in its shareholder base and governance influence. We’ll now examine how Barclays’ more positive stance, alongside...

AOP Health US, LLC recently expanded US access to its critical care drug Rapiblyk (landiolol) through Cardinal Health and other major distributors, allowing hospitals and health systems to source it via their usual channels. This broadened distribution highlights Cardinal Health’s role as a core conduit for complex therapies in acute care settings, reinforcing its importance in the specialty pharmaceutical supply chain. We’ll now examine how this wider Rapiblyk distribution through Cardinal...

Argan (AGX) is back on investor watchlists after Director Peter W Getsinger sold roughly US$3.38 million in shares, shortly after the company lifted its quarterly cash dividend by 33% and reported earnings ahead of expectations. See our latest analysis for Argan. Those events come after a sharp run, with Argan’s 1 year total shareholder return close to 100% and multi year total shareholder returns several times higher, even as recent share price returns have softened and short term momentum...