U.S. Biotech Stock News

NYSE:ICE
NYSE:ICECapital Markets

Intercontinental Exchange (ICE) Margin Strength Reinforces Bullish Narratives Despite Valuation Tension

Intercontinental Exchange (ICE) has wrapped up FY 2025 with fourth quarter revenue of US$2.5b and basic EPS of US$1.49, backed by trailing twelve month revenue of US$9.9b and EPS of US$5.80 that reflect a 20.4% earnings uplift over the past year. Over recent periods the company has seen quarterly revenue range from US$2.3b to US$2.5b and basic EPS move between US$1.14 and US$1.49. At the same time, trailing earnings have stepped up from US$4.24 to US$5.80 per share, alongside net profit...
NYSE:PINE
NYSE:PINEREITs

Alpine Income Property Trust (PINE) Q4 FFO Strength Challenges Bearish Loss Narrative

Alpine Income Property Trust (PINE) closed out FY 2025 with Q4 total revenue of US$16.9 million and basic EPS of US$0.06, while funds from operations came in at US$8.46 million, or US$0.59 per share. This puts the focus squarely on cash generation rather than accounting profit. Over recent quarters, the company has seen revenue move from US$13.79 million in Q4 2024 to US$14.21 million, US$14.86 million and US$14.56 million in the first three quarters of 2025, before reaching US$16.9 million...
NYSE:IQV
NYSE:IQVLife Sciences

IQVIA Leans On AI And Boehringer Deal As Shares Struggle

IQVIA Holdings (NYSE:IQV) has entered a long term collaboration with Boehringer Ingelheim focused on commercial data harmonization and transformation. The company is expanding its use of artificial intelligence across healthcare data solutions and clinical development workflows. IQVIA is also growing its clinical footprint through acquisitions in specialized oncology sites and added Phase I trial capacity. IQVIA comes into this partnership with Boehringer Ingelheim at a time when the stock...
NYSE:BHE
NYSE:BHEElectronic

Is It Too Late To Consider Benchmark Electronics (BHE) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether Benchmark Electronics is still reasonably priced after a strong run, you are not alone. This article is built to help you test what you are really paying for at today’s share price. The stock last closed at US$58.30, with returns of 11.8% over 7 days, 30.7% over 30 days, 32.8% year to date, 42.2% over 1 year, 146.3% over 3 years and 133.9% over 5 years. This performance has put valuation questions front and centre for many investors. Recent news coverage has...
NasdaqGS:ROIV
NasdaqGS:ROIVBiotechs

Roivant Sciences (ROIV) Is Up 19.4% After Advancing Phase 2 Pipeline Despite Wider Quarterly Loss

Roivant Sciences reported third-quarter 2025 results showing sales of US$2.00 million and a net loss of US$265.89 million, while subsidiaries Priovant and Pulmovant advanced key Phase 2 programs in rare inflammatory and pulmonary diseases. Together with positive Phase 2 brepocitinib data in cutaneous sarcoidosis and rapid enrollment of mosliciguat’s PHocus trial, Roivant’s pipeline activity is increasingly central to its story despite widened losses. We’ll now examine how Roivant’s progress...
NasdaqGS:VSAT
NasdaqGS:VSATCommunications

Viasat (VSAT) Returns To Quarterly Profit As EPS Turnaround Tests Long‑Term Bearish Narratives

Viasat (VSAT) has just swung back to a quarterly profit in Q3 2026, posting US$1.2b in revenue and basic EPS of US$0.18, with net income of US$25 million setting a different tone from the losses seen in prior periods. Over recent quarters, revenue has moved in a tight band between about US$1.1b and US$1.2b while basic EPS has ranged from losses of roughly US$1.89 per share in Q4 2025 to US$0.18 per share in the latest quarter. This gives investors a clearer read on how top line stability is...
NYSE:CARR
NYSE:CARRBuilding

Carrier Global (CARR) Margin Improvement Reinforces Bullish Earnings Narrative

Carrier Global (CARR) has wrapped up FY 2025 with fourth quarter revenue of US$4,837 million and basic EPS of US$0.03, capping a year in which trailing twelve month revenue came in at US$21.7 billion and EPS of US$1.71. The company has seen quarterly revenue range from US$5,218 million to US$6,113 million through 2025, while basic EPS moved between US$0.48 and US$0.71 in the first three quarters. This set up a year where improved net profit margin helped earnings grow faster than the top...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

Why Moderna (MRNA) Is Down 6.9% After Judge Lets US$5 Billion Patent Lawsuit Proceed

In late January 2026, a U.S. District Judge ruled that Moderna must face a US$5 billion patent-infringement lawsuit over its COVID-19 vaccine technology, denying the company’s attempt to claim government immunity for most of the doses supplied. The case centers on whether Moderna’s Spikevax formulation used lipid nanoparticle molar ratios covered by Arbutus and Genevant patents, making it a closely watched test of how intellectual property rights apply to rapidly developed pandemic-era...
NYSE:BROS
NYSE:BROSHospitality

Will Dutch Bros’ (BROS) Aggressive Expansion and New Menu Strategy Reshape Its Long-Term Narrative?

Dutch Bros reported strong quarterly results with revenue and same-store sales growth and revealed plans to accelerate openings to 175 new shops in 2026 as it pushes further into markets like the Midwest and Southeast. This growth push is being reinforced by expanding index inclusion, new product launches such as the Pink Velvet Mocha, and ongoing drive-thru rollouts across emerging regions. We’ll now examine how this combination of accelerated shop openings and fresh menu innovation shapes...
NasdaqGS:IDCC
NasdaqGS:IDCCSoftware

InterDigital (IDCC) Net Margin Near 49% Reinforces Bullish Profitability Narratives

InterDigital (IDCC) has wrapped up FY 2025 with Q4 revenue of US$158.2 million and basic EPS of US$1.67, rounding out a year where trailing twelve month revenue came in at US$834.0 million and EPS reached US$15.77. The company has seen quarterly revenue move from US$128.7 million in Q3 2024 to US$252.8 million in Q4 2024, then to US$210.5 million in Q1 2025, US$300.6 million in Q2, US$164.7 million in Q3 and US$158.2 million in Q4. Basic EPS over the same stretch went from US$1.36 to US$5.23,...
NasdaqCM:ISBA
NasdaqCM:ISBABanks

Isabella Bank (ISBA) Net Margin Strength Reinforces Bullish Community Narratives

Isabella Bank (ISBA) has wrapped up FY 2025 with fourth quarter revenue of US$20.7 million and EPS of US$0.64, set against trailing 12 month revenue of US$75.0 million and EPS of US$2.56, giving investors a clear read on both the latest quarter and the broader run rate. Over recent periods the bank has seen revenue move from US$18.2 million in Q1 2025 to US$20.7 million in Q4 2025, while trailing 12 month EPS has shifted from US$1.98 at the start of the year to US$2.56 by Q4. This helps frame...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

Assessing F5 (FFIV) Valuation After Upgraded 2026 Growth Outlook And Strong First Quarter Results

F5 (FFIV) is back in focus after raising its fiscal 2026 revenue growth outlook to 5% to 6%, alongside first quarter results that showed higher revenue, net income, and earnings per share year on year. See our latest analysis for F5. The recent guidance upgrade and quarterly results appear to have supported sentiment, with a 90 day share price return of 12.55% and a 3 year total shareholder return of 90.75%, even though the 1 year total shareholder return is down 9.79%. This suggests momentum...
NYSE:BABA
NYSE:BABAMultiline Retail

How Stronger Cloud and AI Momentum At Alibaba Group Holding (BABA) Has Changed Its Investment Story

In recent days, Alibaba Group Holding reported a stronger-than-expected second quarter, with overall revenue rising about 5% year over year and its cloud division advancing 34% on the back of higher AI and enterprise demand. Together with fresh investments in its Qwen AI app and Cainiao’s tie-up with Zelos Technology on L4 autonomous logistics, these results underscore how Alibaba is knitting AI, cloud, and automation deeper into its core commerce and infrastructure ecosystem. Next, we’ll...
NasdaqGS:SENE.A
NasdaqGS:SENE.AFood

Seneca Foods (SENE.A) Margin Rebound Challenges Longstanding Bearish Earnings Narratives

Seneca Foods (SENE.A) has put up a punchy Q3 2026 print, with revenue of US$508.3 million and basic EPS of US$6.55, alongside trailing 12 month revenue of US$1.6 billion and EPS of US$13.11 that reflect the strong 134.8% earnings growth reported over the past year. The company has seen revenue move from US$502.9 million and EPS of US$2.12 in Q3 2025 to US$508.3 million and EPS of US$6.55 in Q3 2026, and those results sit on top of a trailing net profit margin that improved to 5.6% from 2.5% a...
NYSE:HTH
NYSE:HTHBanks

Hilltop Holdings (HTH) Lifts Dividend and Buybacks Is This Capital Return Mix Truly Investor Friendly?

Hilltop Holdings Inc. recently reported fourth-quarter and full-year 2025 results, showing higher net interest income and net income year-over-year, while also disclosing increased net charge-offs in the fourth quarter. On the same day, the board approved an 11% increase in the quarterly dividend to US$0.20 per share and authorized a new US$125 million share repurchase program following the completion of a prior buyback covering 9.05% of shares. We’ll now examine how the dividend hike and...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Linde (LIN) Margin Hold At 20.3% Tests Bullish Profit Growth Narratives

Linde (LIN) closed out FY 2025 with Q4 revenue of US$8.8b and basic EPS of US$3.28, alongside trailing twelve month revenue of US$34.0b and EPS of US$14.69 that frame a steady earnings profile through the year. The company has seen quarterly revenue range from US$8.1b to US$8.8b and basic EPS move between US$3.28 and US$4.11 across 2025, giving investors a clear view of how the topline and per share earnings have tracked into the latest print. With net profit margins at 20.3% and edging...
NYSE:FDS
NYSE:FDSCapital Markets

FactSet AI Doc Ingest Launch Highlights Valuation Gap And Workflow Focus

FactSet Research Systems (NYSE:FDS) has launched the beta version of AI Doc Ingest for its Cobalt platform. The new tool focuses on automating data extraction from portfolio company documents for private capital managers. AI Doc Ingest removes client-side model training and aims to reduce manual work in reporting workflows. FactSet Research Systems, trading at $207.32, is rolling out AI Doc Ingest at a time when its share price has seen pressure, with a 55.1% decline over the past year and...
NYSE:GHM
NYSE:GHMMachinery

Graham (GHM) Earnings Growth And 6.3% Margin Test Bullish Narratives

Graham (GHM) has posted Q3 2026 revenue of US$56.7 million with basic EPS of US$0.26, alongside trailing twelve month revenue of US$237.6 million and EPS of US$1.36, giving investors a clear view of both the latest quarter and the broader run rate. Over recent quarters the company has seen revenue move from US$47.0 million in Q3 2025 to US$56.7 million in Q3 2026, while quarterly EPS shifted from US$0.15 to US$0.26 and trailing net income reached US$14.9 million. This sets up the results as a...
NYSE:DHR
NYSE:DHRLife Sciences

Do Danaher’s Bioprocessing Gains and Buybacks Reveal a Sharper Strategic Focus for DHR?

Danaher Corporation recently reported full-year 2025 results, with sales rising to US$24.57 billion while net income and earnings per share from continuing operations declined modestly versus the prior year. Management pointed to resilient demand in bioprocessing consumables and diagnostics, alongside renewed share buybacks and 2026 guidance, underscoring its focus on innovation and productivity amid muted but stable research funding. We’ll now explore how Danaher’s emphasis on bioprocessing...
NasdaqGS:ISRG
NasdaqGS:ISRGMedical Equipment

Assessing Intuitive Surgical (ISRG) Valuation After Strong Q4 Results And New da Vinci 5 Cardiac Clearance

Event driven interest in Intuitive Surgical Intuitive Surgical (ISRG) is back in focus after better than expected fourth quarter results and fresh FDA clearance expanding da Vinci 5 into cardiac procedures, prompting investors to reassess the stock’s risk reward profile. See our latest analysis for Intuitive Surgical. Despite the latest 2.5% 1 day share price return taking Intuitive Surgical to $488.15, the 30 day share price return of 17.6% and 1 year total shareholder return of 16.3%...
NYSE:IRT
NYSE:IRTResidential REITs

Is Independence Realty Trust (IRT) Offering Value After Recent Share Price Weakness?

If you are wondering whether Independence Realty Trust is attractively priced right now, you are not alone. This article focuses squarely on what you might be paying for each dollar of its fundamentals. The share price last closed at US$16.60, with returns of a 0.6% decline over 7 days, a 4.0% decline over 30 days, a 5.7% decline year to date and a 13.4% decline over 1 year, compared with a 34.4% gain over 5 years. These mixed return figures sit against a backdrop of ongoing interest in...
NYSE:AMCR
NYSE:AMCRPackaging

Assessing Amcor (AMCR) Valuation After Earnings Beat Berry Synergies And 2026 Guidance Reaffirmation

Amcor (AMCR) is back in focus after its latest quarterly update, where earnings came in ahead of expectations, revenue reflected the impact of the Berry acquisition, and management reaffirmed guidance for fiscal 2026. See our latest analysis for Amcor. The share price has reacted positively to this earnings beat and dividend increase, with a 1 day share price return of 2.97% and a 30 day share price return of 14.69%. The 1 year total shareholder return of 1.79% and 5 year total shareholder...
NYSE:GM
NYSE:GMAuto

General Motors EV Battery Push And Canadian Tension Shape Value Case

General Motors (NYSE:GM) is expanding its localized electric vehicle battery supply chain in North America, including new chemistries and sourcing arrangements. The company is working to reduce reliance on China by building out regional battery materials and manufacturing capabilities. GM is now involved in a potential dispute with the Canadian government over claims of owed funds that could affect parts of its North American operations. For you as an investor, this mix of supply chain...
NasdaqGS:RBBN
NasdaqGS:RBBNCommunications

Ribbon Communications (RBBN) Return To Profit Challenges Bearish Earnings Narratives

Ribbon Communications (RBBN) just wrapped up FY 2025 with Q4 revenue of US$227.3 million and basic EPS of US$0.51, alongside trailing twelve month revenue of US$844.6 million and EPS of US$0.22 that together frame a cleaner view of its earnings run rate. Over recent periods the company has seen quarterly revenue move from US$210.2 million in Q3 2024 to US$251.4 million in Q4 2024, then to US$181.3 million in Q1 2025, US$220.6 million in Q2 2025, US$215.4 million in Q3 2025 and US$227.3...