U.S. Biotech Stock News

NasdaqGS:TER
NasdaqGS:TERSemiconductor

Teradyne (TER) Valuation Check After AI Fueled Earnings Beat And Upbeat 2026 Outlook

Teradyne (TER) is back in focus after fourth quarter 2025 earnings and guidance surprised to the upside, with AI related demand in compute and memory driving semiconductor test strength and with positive expectations for early 2026. See our latest analysis for Teradyne. The upbeat Q4 and guidance have arrived after a powerful run in the shares, with the 30 day share price return of 38.13% and 90 day gain of 69.33% feeding into a 1 year total shareholder return of 164.26%. This suggests that...
NYSE:BABA
NYSE:BABAMultiline Retail

Qwen Coupon Surge Puts Alibaba AI Ambitions And Stock Valuation In Focus

Alibaba's Qwen AI chatbot paused a Spring Festival promotional coupon campaign after demand surged beyond expectations. The suspension highlights strong user interest in Qwen as a shopping assistant and pressure on Alibaba's AI infrastructure during peak traffic. The move comes as Alibaba Group Holding, NYSE:BABA, pushes deeper into AI powered consumer tools across its platforms. For investors watching Alibaba Group Holding, NYSE:BABA, the Qwen coupon pause puts a spotlight on how quickly...
NYSE:BBU
NYSE:BBUIndustrials

A Look At Brookfield Business Partners (NYSE:BBU) Valuation After Earnings, Buyback Completion And Dividend Confirmation

Why Brookfield Business Partners Stock Is Back on Investors’ Radar Brookfield Business Partners (NYSE:BBU) just paired its 2025 earnings release with a fresh share buyback update and an affirmed dividend plan tied to its upcoming corporate reorganization, drawing fresh attention from income focused investors. See our latest analysis for Brookfield Business Partners. The confirmed dividend, completed 1% share buyback and narrowing annual net loss have arrived alongside stronger trading...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Apple Reshoring, AI Plans And JPMorgan Card Shift Meet Rich Valuation

Apple (NasdaqGS:AAPL) has selected JPMorgan Chase as the new issuer for Apple Card, ending its previous partnership with Goldman Sachs and affecting over 12 million cardholders. The company has outlined a commitment of more than US$500b to U.S. operations, including manufacturing, data centers, and clean energy projects. Apple is planning a tightly sequenced 2026 hardware cycle with new iPhone and Mac launches, paired with upcoming Apple Intelligence features and an expanded partnership with...
NasdaqGM:TTD
NasdaqGM:TTDMedia

Trade Desk Shifts CFO And Deepens Xumo Ties As CTV Story Builds

The Trade Desk appointed Tahnil Davis as Interim CFO following the unexpected departure of Alexander Kayyal. At the same time, the company expanded its OpenPath partnership to include Xumo, widening direct access to premium streaming inventory. The shares of NasdaqGM:TTD last closed at $27.04. For investors watching NasdaqGM:TTD, these updates affect both management stability and product reach. The company has reported a 27.5% decline over the past month and a 77.9% decline over the past...
NYSE:RBLX
NYSE:RBLXEntertainment

Roblox Links Strong Quarter With Expanded Safety Push For Users

Roblox (NYSE:RBLX) reported strong fourth quarter results, highlighting solid bookings and active user metrics. The company introduced facial age estimation and more than 145 new safety initiatives across its platform. Management emphasized a focus on leading online safety standards for both younger users and a growing adult audience. Roblox runs a global 3D social and gaming platform where users create, share, and play content built by the community. The latest safety updates sit alongside...
NYSE:JNJ
NYSE:JNJPharmaceuticals

What Johnson & Johnson (JNJ)'s AF Data, DARZALEX Approval and US$55 Billion Spend Mean For Shareholders

In early February 2026, Johnson & Johnson reported encouraging pilot-phase and real-world clinical data for its investigational OMNYPULSE and established VARIPULSE atrial fibrillation platforms at the AF Symposium in Boston, alongside new oncology and multiple myeloma updates and a recent U.S. FDA approval for DARZALEX FASPRO in newly diagnosed, transplant-ineligible multiple myeloma patients. Together with strong recent earnings, an ambitious plan to invest US$55.00 billion in U.S...
NYSE:PVH
NYSE:PVHLuxury

PVH (PVH) Is Up 5.3% After OpenAI AI Tools Deal And Dividend Affirmation Has The Bull Case Changed?

PVH Corp. recently announced a collaboration with OpenAI to co-create custom AI tools across Calvin Klein, Tommy Hilfiger and its broader operating model, and earlier affirmed a quarterly cash dividend of US$0.0375 per share payable on March 25, 2026 to shareholders of record on March 4, 2026. The AI partnership is designed to embed advanced analytics into product design, demand planning, inventory optimization and consumer engagement, potentially reshaping how PVH runs its core fashion and...
NasdaqCM:EXAS
NasdaqCM:EXASBiotechs

Did Oncotype DX’s 2 Millionth Patient Milestone Just Shift Exact Sciences’ (EXAS) Investment Narrative?

In early February 2026, Exact Sciences reported that its Oncotype DX Breast Recurrence Score test has now guided treatment decisions for more than two million early-stage HR+, HER2- breast cancer patients worldwide, supported by over two decades of clinical evidence and broad global adoption. The company highlighted that Oncotype DX remains the only genomic assay proven to be both prognostic and predictive for chemotherapy benefit, with published models suggesting meaningful lifetime cost...
NYSE:GM
NYSE:GMAuto

Does GM’s Massive Buybacks And Higher Dividend Reshape The Bull Case For General Motors (GM)?

General Motors reported full-year 2025 results on January 27, 2026, showing revenue of US$185.02 billion and net income of US$2.70 billion, alongside guidance for 2026 net income of US$10.30 billion to US$11.70 billion and diluted EPS of US$11 to US$13. At the same time, the company completed a very large US$11.67 billion buyback, announced a new US$6 billion repurchase authorization, and raised its quarterly dividend to US$0.18 per share, sharpening the focus on shareholder returns while it...
NYSE:MTH
NYSE:MTHConsumer Durables

A Look At Meritage Homes (MTH) Valuation After Earnings, Buybacks And Flat 2026 Revenue Guidance

Meritage Homes (MTH) is back in focus after its latest earnings release, which combined lower annual revenue and net income with real estate impairments, flat 2026 revenue guidance, sizable buybacks, and record community growth. See our latest analysis for Meritage Homes. At a share price of $75.91, Meritage Homes has seen stronger recent momentum, with a 7 day share price return of 8.15% and a 90 day share price return of 10.21%. Its 5 year total shareholder return of 83.21% shows how the...
NYSE:EE
NYSE:EEOil and Gas

How Excelerate Energy’s Earnings Surprise Pattern And ESP Signal (EE) Has Changed Its Investment Story

Recent research coverage highlights Excelerate Energy’s history of outperforming earnings estimates, pointing to past quarterly surprises and a current positive Earnings ESP, with the next report scheduled for February 25, 2026. An interesting angle is how the combination of a positive Earnings ESP and a mid-range Zacks Rank is shaping expectations around Excelerate Energy’s ability to outpace consensus forecasts. With this backdrop of anticipated earnings outperformance, we’ll explore what...
NYSE:CR
NYSE:CRMachinery

Crane (CR) Valuation Check After Strong 2025 Results Dividend Hike And CEO Transition

Crane (CR) is back in focus after releasing its fourth quarter and full year 2025 results, issuing fresh 2026 guidance, announcing an 11% dividend increase, and outlining a planned CEO transition centered on Alejandro Alcala’s appointment. See our latest analysis for Crane. The fresh 2025 results, higher 2026 sales expectations, dividend increase and planned CEO transition appear to have coincided with stronger sentiment, with a 1-day share price return of 4.49% and a 7-day share price return...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Vertex WuXi Autoimmune Alliance Adds New Angle To Vertex Valuation Story

Vertex Pharmaceuticals (NasdaqGS:VRTX) has entered an exclusive alliance with WuXi Biologics to develop and commercialize a trispecific T-cell Engager for B-cell mediated autoimmune diseases. The collaboration focuses on a preclinical asset and related technologies intended to expand Vertex's presence in autoimmune therapy beyond its cystic fibrosis franchise. For investors tracking Vertex Pharmaceuticals at a share price of $477.92, this move adds another piece to an already diversified...
NYSE:ONON
NYSE:ONONLuxury

Is On (ONON) Quietly Recasting Its Growth Story Through a Veteran CFO Appointment?

On Holding AG recently announced that Frank Sluis will join as Chief Financial Officer on May 1, 2026, bringing more than 25 years of experience from global consumer companies including Ahold Delhaize, Reckitt Benckiser, and Unilever, while current CEO Martin Hoffmann continues to oversee finance to ensure a smooth transition. This leadership move, alongside recent commentary highlighting robust revenue growth and improving margins, underscores how On is reinforcing both its financial...
NasdaqGS:DNLI
NasdaqGS:DNLIBiotechs

Assessing Denali Therapeutics (DNLI) Valuation After WORLDSymposium Clinical Updates And Regulatory Progress

Denali Therapeutics (DNLI) has drawn fresh attention after presenting clinical and preclinical data at the 22nd Annual WORLDSymposium, updating investors on its Enzyme Transport Vehicle programs and upcoming regulatory milestones for rare disease candidates. See our latest analysis for Denali Therapeutics. Those WORLDSymposium updates and the recent shareholder and analyst call come after a 90 day share price return of 35.13% and a 30 day share price return of 23.42%. However, the 1 year...
NYSE:AME
NYSE:AMEElectrical

A Look At AMETEK (AME) Valuation After Strong Earnings And Confident 2026 Guidance

Why AMETEK’s latest earnings and guidance matter for investors AMETEK (AME) drew fresh attention after reporting higher fourth quarter and full year 2025 revenue and earnings, alongside new 2026 guidance that outlines its sales outlook and an earnings range. See our latest analysis for AMETEK. Those results and the 2026 outlook have come alongside a solid run in the shares, with a 30 day share price return of 10.10% and a 1 year total shareholder return of 25.54%. This suggests that momentum...
NasdaqGS:PI
NasdaqGS:PISemiconductor

A Look At Impinj (PI) Valuation After Guidance Cut And Sharp Post Earnings Share Price Drop

Impinj (PI) shares came under pressure after Q4 2025 results and first quarter 2026 guidance, as management projected softer revenue and a wider GAAP net loss amid inventory and demand headwinds. See our latest analysis for Impinj. The weak Q1 2026 guidance and commentary on inventory reductions appear to have sharply shifted sentiment, with a 1 day share price return of negative 24.57% and a 30 day share price return of negative 44.52%, even though the 5 year total shareholder return of...
NYSE:AGCO
NYSE:AGCOMachinery

AGCO (AGCO) Is Up 15.6% After Profit Rebound And 2026 Outlook With New Tractor Innovations

In early February 2026, AGCO Corporation reported fourth-quarter 2025 results with quarterly sales of US$2,920.2 million, a return to net profitability, and full-year 2025 sales of US$10,082 million alongside earnings per share from continuing operations of US$9.75. The company also issued 2026 guidance targeting net sales of US$10.4 billion to US$10.7 billion and earnings per share of about US$5.50 to US$6.00, while showcasing new Fendt and Massey Ferguson innovations such as the Fendt e100...
NYSE:CDE
NYSE:CDEMetals and Mining

A Look At Coeur Mining (CDE) Valuation After Share Authorization Increase And Recent Price Momentum

Coeur Mining (CDE) drew fresh attention after stockholders approved an amendment to increase authorized common shares from 900,000,000 to 1,300,000,000, a move that can influence future financing flexibility and ownership dilution. See our latest analysis for Coeur Mining. The authorized share increase comes after a sharp 12.19% 1-day share price return to US$21.44 and follows a 40.96% 90-day share price return and very large 1-year total shareholder return, suggesting momentum has been...
NYSE:CNX
NYSE:CNXOil and Gas

CNX Resources (CNX) Is Up 7.8% After Strong Q4 Profit And Bigger Buyback Plan - What's Changed

CNX Resources reported past fourth-quarter 2025 results showing total production volumes of 152.3 Bcfe, average daily production of 1,654.8 MMcfe, revenue of US$610.48 million, and net income of US$196.25 million, alongside increased 2026 production guidance and a larger US$4.45 billion share buyback authorization. The combination of higher volumes, a swing from loss to profit, and a very large expansion of the repurchase program highlights management’s confidence in cash generation and...
NYSE:BF.B
NYSE:BF.BBeverage

Assessing Brown‑Forman (BF.B) Valuation After Limited‑Edition King Of Kentucky Release

Limited-edition King of Kentucky release puts Brown-Forman (BF.B) in focus Brown-Forman (BF.B) is drawing fresh attention after announcing the 2026 King of Kentucky Small Batch release, a three batch collection tied to the 250th anniversaries of the United States and early Kentucky. See our latest analysis for Brown-Forman. The 8.59% 7 day and 13.44% 30 day share price returns suggest momentum has picked up recently. However, the 1 year, 3 year and 5 year total shareholder returns of 2.64%,...
NasdaqGS:AZTA
NasdaqGS:AZTALife Sciences

A Look At Azenta (AZTA) Valuation After Wider Quarterly Loss And Reaffirmed Growth Guidance

Why Azenta’s reiterated outlook and quarterly loss matter for investors Azenta (AZTA) shares reacted to a fresh mix of signals after the company paired slightly higher quarterly revenue with a wider net loss, while reiterating full year 2026 guidance for 3% to 5% organic revenue growth. See our latest analysis for Azenta. At a share price of $28.72, Azenta has seen a 3.12% 1 day share price return but a 24.26% 30 day share price decline. The 1 year total shareholder return of 39.55% and 5...
NYSE:WLK
NYSE:WLKChemicals

A Look At Westlake (WLK) Valuation After Mixed Analyst Calls And Mizuho Downgrade

Why recent analyst moves matter for Westlake stock Mizuho’s decision to shift Westlake (WLK) from an Outperform rating to Neutral, while other firms keep buy calls in place, has put fresh attention on what current prices already reflect. See our latest analysis for Westlake. The recent analyst debate comes on the heels of strong short term momentum, with a 4.08% 1 day share price return and a 51.19% 90 day share price return, contrasting with a 1 year total shareholder return decline of...