U.S. Biotech Stock News

Royalty growth outlook and capital deployment signal focus areas for investors Ligand Pharmaceuticals (LGND) recently highlighted an expected 40% royalty revenue increase in 2026 and a 23% compound annual growth rate projection through 2030, alongside more than US$1b in deployable capital for new investments. See our latest analysis for Ligand Pharmaceuticals. Those royalty growth projections and the large capital pool are arriving after a sharp move in the stock, with a 1 year total...

Zevra Therapeutics (ZVRA) is in focus as its leadership prepares to present at the J.P. Morgan 44th Annual Healthcare Conference on January 15, 2026, where it will outline rare disease programs and broader growth plans. See our latest analysis for Zevra Therapeutics. The upcoming J.P. Morgan conference appearance follows a 1-day share price return of 6.44% and a 7-day share price return of 7.34%. Over the past 90 days, the share price declined by 24.28%, contrasting with a 1-year total...

Waystar Holding (WAY) just introduced agentic intelligence to its cloud-native AltitudeAI platform, with the aim of automating more of the healthcare revenue cycle and reducing manual work related to authorizations, denials, and claims corrections. See our latest analysis for Waystar Holding. Despite the agentic intelligence launch and recent conference spotlight, Waystar Holding’s share price has eased to US$30.58, with a 90 day share price return of 16.74% and a 1 year total shareholder...

Carnival Corporation recently entered a 10‑year offtake agreement for liquified natural gas with Stabilis Solutions to supply its Port of Galveston operations starting in late 2027, contingent on financing and construction of a new LNG facility. This long-term LNG commitment, paired with a series of positive analyst views, highlights how fuel sourcing and sustainability are becoming central to Carnival’s business model. We’ll now explore how Carnival’s long-term LNG supply deal may influence...

Marathon Petroleum (MPC) is back on many investors’ screens after its recent share price moves, with the stock showing a modest gain over the past week but declines over the month and past 3 months. See our latest analysis for Marathon Petroleum. Zooming out, Marathon Petroleum’s 6.49% year to date share price return and 20.30% one year total shareholder return suggest momentum has cooled recently after a stronger run and may indicate shifting expectations around future cash flows and...

Executive shifts and trade pressures put PDD Holdings (PDD) in focus Recent leadership changes at PDD Holdings, including new senior appointments alongside existing co-CEOs, come as the company operates through tighter U.S. trade rules, tariffs, and the removal of duty-free treatment for some China-origin shipments. See our latest analysis for PDD Holdings. The share price has been under pressure recently, with a 1-day share price return showing a 5.40% decline and a 7-day share price return...

If you are wondering whether Allegiant Travel's current share price still reflects its underlying value, you are not alone. This article will walk through what the market may be pricing in. The stock has had a mixed run, with a 7.7% decline over the last week, a roughly flat 0.2% return over the past month, and a 14.8% decline over the past year. The 3 year return sits at 10.3% and the 5 year return at a 51.9% decline. Recent attention on Allegiant Travel has focused on how its business...

In recent days, Datadog has been at the center of mixed analyst reactions, with several firms reaffirming positive ratings while others downgraded the stock or removed it from preferred lists, all against a backdrop of sector rotation away from high-growth technology names. This divergence highlights how the same fundamentals, such as Datadog’s role in cloud observability and AI-related workloads, are being interpreted very differently, revealing a split view on competitive risks and...

Klarna Group (KLAR) is back in focus after a series of securities class action lawsuits tied to its September 2025 IPO, centered on alleged understatement of credit and loss reserve risks. See our latest analysis for Klarna Group. The recent wave of class action filings, together with reaction to proposals to cap credit card interest rates, has kept Klarna Group in the spotlight. The share price reflects that tension, with a 90 day share price return of a 20.5% decline versus a year to date...

Earlier in January, Strategy Inc. disclosed that it had purchased 13,627 bitcoin for about US$1.25 billion, lifting its treasury to 687,410 BTC, funded through sales of common stock and its Variable Rate Series A Perpetual Stretch Preferred Stock whose annual dividend was raised from 10.75% to 11.00% for 2026 periods. This latest transaction, coinciding with MSCI’s decision to keep Strategy in its indexes and insider share purchases, highlights how the company is using equity and high-yield...

If you are looking at Dynex Capital and wondering whether the current share price lines up with what the company is really worth, this article is designed to walk you through that question step by step. The stock recently closed at US$14.04, with a 30 day return of 3.8% and a 1 year return of 33.6%. By contrast, the 7 day return of 0.2% and year to date return of 0.3% show a quieter very short term picture. Recent coverage around Dynex Capital has focused on its role in the mortgage REIT...

Credo Technology Group Holding Ltd recently presented at the 28th Annual Needham Growth Conference at The Lotte New York Palace Hotel in New York, where President and CEO Bill Brennan and CFO Daniel Fleming discussed the business and its positioning in AI-driven semiconductors and data center connectivity. The event drew heightened investor attention because rising earnings estimates and strong momentum indicators had already primed expectations for management’s commentary on AI...

Tilray Brands (TLRY) just reported fiscal Q2 2026 results, including record net revenue of about US$218 million, a smaller net loss, strong international cannabis sales, and a shift to a net cash position. See our latest analysis for Tilray Brands. The earnings release appears to have shifted sentiment in the short term, with a 1 day share price return of 0.97% and 7 day share price return of 1.40%. However, the 30 day share price return of 22.72% and 90 day share price return of 44.11% point...

Recent trading in WESCO International (WCC) has caught investor attention, with the stock last closing at $276.77 and posting positive returns over the past week, month, past 3 months, and year to date. See our latest analysis for WESCO International. For context, WESCO International’s recent share price strength, including a 26.5% 3 month share price return and a 47.9% 1 year total shareholder return, points to building momentum as investors reassess its growth and risk profile. If WESCO’s...

Caterpillar (CAT) has drawn fresh attention as its shares recently closed at $636.53, with annual revenue of $64.67b and net income of $9.27b. This has prompted investors to reassess how the stock is currently priced. See our latest analysis for Caterpillar. The recent 19.2% 90 day share price return and 73.9% one year total shareholder return suggest momentum has been building around Caterpillar, as investors reassess its risk and growth profile. If Caterpillar’s run has you thinking about...

In recent months, AppLovin has completed the sale of its slower-growth mobile gaming business to Tripledot Studios and reported strong year-over-year gains in software platform revenue and profitability, fully centering its operations on its AI-driven adtech platform. This shift has turned AppLovin into a pure-play advertising technology company, giving investors clearer visibility into how its Axon AI platform and expansion into non-gaming areas like e-commerce are driving its business...

In recent weeks, BofA Securities upgraded Adecoagro to Neutral after the company completed a US$308 million capital increase and acquired a 90% stake in fertilizer producer Profertil, reducing its dependence on sugar and ethanol. This move introduces fertilizer and urea price exposure into Adecoagro’s mix, while also broadening its agribusiness footprint beyond its traditional core operations. Next, we’ll examine how the Profertil acquisition and resulting diversification could reshape...

At CES 2026, Archer Aviation announced a collaboration with Nvidia to integrate the IGX Thor AI platform into future eVTOL aircraft, aiming to boost safety, airspace integration and autonomy-ready flight controls, with initial work already underway and a debut planned at its Hawthorne, Los Angeles hub. By tying its air taxi roadmap to Nvidia’s high-reliability AI computing, Archer is positioning its technology stack at the center of emerging “physical AI” applications in aviation, spanning...

If you are wondering whether CareTrust REIT's share price still offers value at around US$37.36, you are not alone; many investors are asking the same question. The stock has returned 1.9% over the last week, 2.9% over the last month, 2.9% year to date, 46.5% over the last year, 121.3% over three years, and 113.7% over five years. This naturally raises questions about what is already reflected in the price. Recent attention on CareTrust REIT has focused on its position within the healthcare...

If you are wondering whether Wells Fargo's current share price lines up with its underlying value, this article will walk you through the key signals that matter most. The stock closed at US$93.56, with returns of a 2.9% decline over 7 days, 0.9% over 30 days, a 1.7% decline year to date, 34.3% over 1 year, and a very large 3-year and 5-year return of roughly 2x and more than 3x respectively. This naturally raises questions about what is already priced in. Recent headlines around Wells Fargo...

Bank of America (BAC) has drawn investor attention after recent share price moves, with the stock down 1.2% over the past week and 1.1% over the past month, while remaining positive over the past three months. See our latest analysis for Bank of America. Looking at the bigger picture, Bank of America’s recent share price softness contrasts with a stronger long term picture, with a 1 year total shareholder return of 21.9% and 5 year total shareholder return of 87.8%. This suggests earlier...

If you are wondering whether Honeywell International's current share price reflects its underlying worth, this breakdown will help you understand what you are really paying for. The stock recently closed at US$210.28, with returns of 5.4% over 7 days, 6.5% over 30 days, 7.4% year to date, 3.9% over 1 year, 16.6% over 3 years and 18.8% over 5 years. These figures may influence how investors view its potential and risk today. Recent attention on Honeywell has focused on how its position in...

MKS Inc. recently announced it will showcase its latest advances in photonics at Photonics West 2026 in San Francisco from January 20 to 22, featuring next-generation solutions from its Newport, Ophir, and Spectra-Physics brands for AI, quantum, biophotonics, and security applications. This broad push across multiple photonics-driven technologies underscores how MKS is positioning its portfolio as an integral enabler for precision manufacturing and research across several fast-evolving end...

CleanSpark overview CleanSpark (CLSK) has attracted fresh attention after recent trading moves, with the share price at US$12.55 and returns that vary sharply across different timeframes. This has encouraged investors to reassess how the bitcoin miner fits in their portfolio. See our latest analysis for CleanSpark. Recent trading has been choppy, with a 4.93% 1 day share price return and a 4.67% 7 day share price return set against a 45.91% 90 day share price decline and a much stronger...