U.S. Biotech Stock News

NYSE:MA
NYSE:MADiversified Financial

Mastercard (MA) Valuation Revisited After Earnings Beat AI Push And Capital One Renewal

Mastercard (MA) is back in focus after its latest quarterly earnings beat, coupled with fresh moves in AI driven products, fleet payments, and a renewed credit partnership with Capital One. See our latest analysis for Mastercard. At a share price of US$553.52, Mastercard has seen a 6.17% 7 day share price return following its earnings beat, AI product launches and Capital One renewal. Its 3 year total shareholder return of 52.09% and 5 year total shareholder return of 70.42% point to momentum...
NasdaqCM:PSIX
NasdaqCM:PSIXElectrical

How Investors Are Reacting To Power Solutions International (PSIX) Margin Squeeze And Leadership Share Sales

In late 2025, Power Solutions International reported Q3 earnings that showed pressure on margins and slowing revenue growth, followed by the CEO exiting his entire shareholding and a founder cutting their stake. These developments come even as the company’s engine technology is closely linked to rising demand for data center power generation tied to AI-related workloads. We’ll now examine how the Q3 margin pressure, alongside leadership share sales, reshapes Power Solutions International’s...
NYSE:COTY
NYSE:COTYPersonal Products

Coty Pairs OpenAI Deal With Bridgerton Fragrance Test For Turnaround

Coty (NYSE:COTY) has entered a partnership with OpenAI to roll out artificial intelligence tools across its global operations. The company has also released a limited edition Bridgerton inspired fragrance collection in collaboration with Netflix and Shondaland. These moves highlight Coty's push to update its technology stack while testing fresh branded product concepts in the fragrance segment. Coty comes into these announcements with a current share price of $3.43 and mixed recent...
NYSE:AMCR
NYSE:AMCRPackaging

Amcor (AMCR) Margin Compression In Q2 Earnings Tests Bullish Growth Narratives

Amcor (AMCR) has just posted Q2 2026 results with revenue of US$5.4b and net income of US$177m, equal to EPS of US$0.38, putting a fresh marker down for how the packaging group is currently earning its margins. The company has seen quarterly revenue move from US$3.2b in Q2 2025 through US$5.1b in Q4 2025 to US$5.7b in Q1 2026 and now US$5.4b, while EPS has ranged from US$0.56 in Q2 2025 to a small loss in Q4 2025 before landing at US$0.57 in Q1 2026 and US$0.38 this quarter. This sets up a...
NYSE:KSS
NYSE:KSSMultiline Retail

Kohl’s (KSS) Valuation Check After Recent Share Price Pullback And Real Estate-Focused Bull Case

What Kohl's Recent Performance Signals for Investors Kohl's (KSS) has drawn fresh attention after a mixed stretch, with a 0.4% gain over the past week alongside a month return decline of 15.1%, leaving year to date performance down 14.9%. See our latest analysis for Kohl's. Set against the recent pullback, the 8.4% 90 day share price return and 45.7% one year total shareholder return suggest earlier momentum has cooled, even as investors who stayed the course over the past year have still...
NYSE:SEI
NYSE:SEIEnergy Services

Solaris Energy Infrastructure NYSE SEI Valuation Check After Pivot To Distributed Power And Power Solutions Growth

Solaris Energy Infrastructure (SEI) is drawing fresh attention after its 2024 acquisition of Mobile Energy Rentals. The move turned the company toward distributed power and launched its high-margin Power Solutions turbine leasing business. See our latest analysis for Solaris Energy Infrastructure. That pivot has been met with a sharp pullback in the near term, with the share price down 14.68% over 1 day and 10.21% over 7 days. Total shareholder return sits at 75.38% over 1 year and more than...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Walmart Joins US$1t Club As Tech Push And New CEO Reframe Story

Walmart (NasdaqGS:WMT) recently reached a market capitalization above US$1t, becoming the first large traditional retailer to cross this level. The valuation milestone comes as the company expands in e-commerce, digital advertising, and AI-enabled operations. At the same time, John Furner is set to take over as CEO, marking a major leadership transition alongside this market shift. For you as an investor, this puts Walmart at the intersection of brick and mortar retail and digital...
NYSE:TAL
NYSE:TALConsumer Services

Why TAL Education Group (TAL) Is Up 8.1% After Earnings Beat And Share Buyback Completion

TAL Education Group recently reported past third-quarter and nine-month 2025 results, with sales rising to US$770.17 million and US$2.21 billion respectively, alongside higher net income and earnings per share from continuing operations versus the prior year. The company also completed a share repurchase of 5,039,921 shares for US$162.4 million, modestly shrinking its share count while analyst earnings expectations have been revised higher. We’ll now look at how TAL’s strong earnings growth...
NYSE:CCI
NYSE:CCISpecialized REITs

Is Crown Castle (CCI) Offering Value After Multi Year Share Price Decline?

Wondering if Crown Castle is offering value at its current share price, or if it is a value trap? This article walks through what the numbers suggest without the hype. The stock last closed at US$86.11, with a 1.4% gain over the past week, a 2.6% decline over the last month, a 2.9% decline year to date, a 0.8% return over 1 year, a 29.2% decline over 3 years, and a 33.4% decline over 5 years. Recent attention on Crown Castle has been driven by ongoing interest in tower and infrastructure...
NasdaqGS:LCID
NasdaqGS:LCIDAuto

Lucid Group Faces Cash Squeeze As Investors Question Long Term Outlook

Lucid Group is under growing financial pressure as cash reserves tighten and costs remain high. Recent high profile share sales by major holders have added to concerns over long term viability. The loss of the US EV tax credit has removed a key sales incentive for Lucid vehicles. Lucid Group, trading on NasdaqGS:LCID, is in the spotlight as investors weigh rising financial strain against a share price of $10.38. The stock has fallen 64.3% over the past year and 91.0% over three years, with...
NYSE:HIMS
NYSE:HIMSHealthcare

Hims And Hers Weight Loss Push Faces Novo Nordisk Legal Challenge

Hims & Hers Health launched a compounded oral semaglutide pill as a low cost alternative to a major weight loss drug. Novo Nordisk responded by accusing the company of illegal mass compounding and threatened legal and regulatory action. The dispute centers on patient safety, intellectual property, and how compounded GLP 1 weight loss drugs are marketed and sold. Hims & Hers Health (NYSE:HIMS), trading at $24.4, is moving aggressively into the weight loss drug category, a high profile area...
NYSE:CPAY
NYSE:CPAYDiversified Financial

Is It Time To Reassess Corpay (CPAY) After Recent Share Price Weakness?

If you are wondering whether Corpay at around US$300.28 is starting to look interesting, this article will help you connect the current share price to what the business may be worth. The stock has seen a 5.5% decline over the last 7 days, a 2.7% decline over the last 30 days, is roughly flat year to date at 0.1% decline, and is 22.7% lower over the last year. The 3 year and 5 year returns sit at 43.7% and 14.6% respectively. Recent news around Corpay has largely focused on ongoing investor...
NasdaqGM:CRSP
NasdaqGM:CRSPBiotechs

Assessing CRISPR Therapeutics (CRSP) After Sharp Share Price Declines And Strong DCF Upside Potential

If you are wondering whether CRISPR Therapeutics at around US$50.17 offers fair value or a potential mispricing, you are not alone. The stock has recently been choppy, with a 7 day return of 6.6% decline, a 30 day return of 9.0% decline, and a year to date move of 6.7% decline, although the 1 year return stands at 18.8% while the 3 year and 5 year returns are 6.0% decline and 68.7% decline respectively. Recent attention on gene editing and CRISPR based therapies has kept the company in the...
NYSE:DAVA
NYSE:DAVAIT

Endava (DAVA) Is Down 15.6% After Conservative Guidance Highlights Slower Growth And Cautious Demand – Has The Bull Case Changed?

In recent days, Endava reiterated its emphasis on complex digital transformation projects while issuing conservative guidance that reflects slower revenue growth and cautious enterprise demand. This shift in tone has prompted a more reserved stance from analysts, who are reassessing the company’s risk profile and longer-term growth narrative. With conservative guidance underscoring slower revenue growth, we’ll now examine how this development reshapes Endava’s broader investment narrative...
NasdaqGS:NBTB
NasdaqGS:NBTBBanks

A Look At NBT Bancorp (NBTB) Valuation After Earnings, Dividend Increase And Evans Bancorp Integration

Earnings and dividend announcement set the tone NBT Bancorp (NBTB) has just reported fourth quarter and full year 2025 results in line with Wall Street expectations, along with a higher quarterly dividend and updates on loan charge offs and share repurchases. See our latest analysis for NBT Bancorp. The earnings beat in 2025, higher dividend and ongoing share repurchases come as the stock has built positive momentum, with a 90 day share price return of 12.75% and a 5 year total shareholder...
NYSE:APH
NYSE:APHElectronic

Amphenol Governance Shift Raises Questions On Valuation And Future Returns

Amphenol (NYSE:APH) has announced that President and CEO R. Adam Norwitt will be appointed Chairman of the Board at the 2026 Annual Meeting. The move follows the planned retirement of long serving Chairman Martin H. Loeffler, who has been a central figure in shaping the company’s direction. The leadership transition brings the CEO and Chair roles under a single executive, marking a key shift in Amphenol’s governance structure. For investors watching Amphenol at a share price of $130.0, this...
NasdaqGM:SYM
NasdaqGM:SYMMachinery

Reassessing Symbotic (SYM) After 22% Pullback And Major Retailer Automation Deals

If you are wondering whether Symbotic at around US$53.48 is offering good value or asking too much, you are not alone. The stock has seen a 22.1% decline over the last 30 days and is down 17.6% year to date, even though the 1 year return sits at 73% and the 3 year return is 195.3%. Recent headlines have focused on Symbotic's role in warehouse automation and its partnerships with major retailers. This helps explain why expectations around its long term growth story remain a key talking point...
NYSE:CWAN
NYSE:CWANSoftware

Clearwater Analytics Links TreasurySpring Access And Beacon AI To Growth

Clearwater Analytics Holdings (NYSE:CWAN) has integrated its platform with TreasurySpring, giving institutional clients access to over 1,000 fixed term cash investment products. The company also introduced embedded AI features in its Beacon risk platform to support real time model validation, scenario analysis, and operational automation. Clearwater Analytics Holdings is trading at $23.46, with the share price showing a 20.2% return over the past 3 years and an 18.2% decline over the past...
NYSE:SHO
NYSE:SHOHotel and Resort REITs

How Portfolio Pruning, Renovations, and Dividends At Sunstone Hotel Investors (SHO) Has Changed Its Investment Story

Over the past year, Sunstone Hotel Investors has benefited from a recovering lodging market, steady dividend growth, and active portfolio reshaping through asset sales and selective acquisitions in high barrier to entry locations. Management’s emphasis on ongoing renovations and asset repositioning to enhance competitive strength, supported by stable business and leisure travel demand, is increasingly central to the company’s long-term investment story. We’ll now examine how Sunstone Hotel...
NYSE:FCX
NYSE:FCXMetals and Mining

Freeport-McMoRan (FCX) Valuation Check After Earnings, Guidance Reaffirmation And Copper Growth Narrative

Freeport-McMoRan (FCX) is back in the spotlight after its fourth quarter and full year 2025 earnings, where management reaffirmed production guidance, highlighted cash flow discipline, and emphasized flexibility around growth projects and shareholder returns. See our latest analysis for Freeport-McMoRan. The earnings update comes after a sharp run in Freeport-McMoRan’s share price, with a 90 day share price return of 60.05% and a 1 year total shareholder return of 70.99%. However, the latest...
NYSE:NU
NYSE:NUBanks

Nu Holdings US Bank Move Raises New Questions On Growth And Valuation

Nu Holdings (NYSE:NU) has received conditional approval to establish a de novo US national bank, Nubank, N.A. US regulators granted the conditional approval as part of Nu's effort to expand its presence in the US market. Roberto Campos Neto, former President of Brazil's Central Bank, has been appointed Chairman of Nubank, N.A. Co founder Cristina Junqueira is relocating to lead Nu's US operations, signaling a stronger focus on North American growth. Nu Holdings, trading at $17.02, has seen...
NYSE:HLT
NYSE:HLTHospitality

Hilton Worldwide’s Strong Share Momentum Faces Profitability And Cash Flow Strain

Hilton Worldwide Holdings (NYSE:HLT) is facing continued weakness in revenue per available room, adding pressure to its core hotel operations. The company is expected to see shrinking free cash flow margins, raising questions about how comfortably it can sustain profitability. These operational headwinds come at a time when technical chart signals for NYSE:HLT appear positive, creating a split picture for investors. Hilton Worldwide Holdings, trading at $308.81, sits at the center of a...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Reassessing Coinbase (COIN) After Recent Share Price Slide And Mixed Valuation Signals

If you are trying to figure out whether Coinbase Global's share price makes sense right now, you are not alone. This article is built to help you weigh up what you are really paying for. The stock recently closed at US$168.62, after a 15.3% decline over the last 7 days, a 32.7% decline over 30 days, a 28.7% decline year to date, and a 37.6% decline over the past year. The 3 year return sits at a very large 182.8%. Recent headlines around Coinbase have focused on the broader crypto sector,...
NasdaqGS:TEM
NasdaqGS:TEMLife Sciences

Can Tempus AI’s (TEM) Immune Profile Score Redefine Its Edge In Precision Oncology Data?

Tempus AI recently reported clinical validation results showing that its Immune Profile Score (IPS) test more accurately predicts outcomes for patients receiving immune checkpoint inhibitors than conventional biomarkers like tumor mutational burden, microsatellite instability, and PD-L1, while also confirming record contract value of over US$1.10 billions and expanding its AI pathology offerings. An interesting insight is that IPS identified subgroups of microsatellite-stable colorectal and...