U.S. Biotech Stock News

NYSE:FAF
NYSE:FAFInsurance

A Look At First American Financial (FAF) Valuation After Strong Q4 Growth And Analyst Outlook Upgrades

First American Financial (FAF) is in focus after a strong fourth quarter, where adjusted revenue and earnings per share grew sharply, supported by 35% commercial revenue growth and improved operating leverage that caught analysts’ attention. See our latest analysis for First American Financial. The stronger fourth quarter appears to be feeding into momentum, with a 1-day share price return of 1.0%, a 30-day share price return of 5.5%, and a year-to-date share price return of 11.8%. The 5-year...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Coupang (CPNG) Valuation Check After Data Breach Fallout And Fourth Quarter Net Loss

Why Coupang’s latest quarter matters for investors Coupang (CPNG) reported fourth quarter results that turned a year earlier profit into a net loss, as a large data breach, regulatory pressure, and supplier related fines weighed on revenue and earnings. See our latest analysis for Coupang. The data breach, regulatory action in Korea, and a Q4 earnings miss have been reflected in the share price, with a 90 day share price return of a 33.56% decline and a 1 year total shareholder return of a...
NYSE:MRP
NYSE:MRPSpecialized REITs

Assessing Millrose Properties (MRP) Valuation After Strong 1 Year Shareholder Return

Millrose Properties (MRP) has drawn investor interest after recent trading left the stock at a last close of US$31.11, with returns of 4.4% over the past month and 2.1% over the past 3 months. See our latest analysis for Millrose Properties. Beyond the recent gains, Millrose Properties shows a 1 year total shareholder return of 50.22%, which contrasts with its more modest short term share price returns and suggests that earlier momentum now appears more measured. If Millrose’s move has you...
NYSE:WT
NYSE:WTCapital Markets

WisdomTree’s Tokenized Fund Approval Tests Growth Promise Against Rich Valuation

WisdomTree (NYSE:WT) received SEC approval to offer intraday trading and instant settlement for tokenized shares of its Treasury Money Market Digital Fund. The approval allows 24/7 trading of these tokenized money market fund shares in the U.S. This marks a first of its kind use of blockchain infrastructure for a registered U.S. mutual fund with continuous trading and immediate settlement. WisdomTree, known for its exchange traded products and digital asset initiatives, is moving deeper...
NasdaqGM:ACMR
NasdaqGM:ACMRSemiconductor

ACM Research (ACMR) Margin Compression Challenges Bullish Growth Narratives After FY 2025 Results

ACM Research FY 2025 Earnings Snapshot ACM Research (ACMR) has wrapped up FY 2025 with fourth quarter revenue of US$244.4 million and basic EPS of US$0.12, alongside trailing twelve month revenue of US$901.3 million and EPS of US$1.47. Over recent periods the company has seen quarterly revenue move from US$223.5 million and EPS of US$0.49 in Q4 2024 to a peak of US$269.2 million and EPS of US$0.56 in Q3 2025 before landing at current levels. This puts the spotlight squarely on how efficiently...
NYSE:CDRE
NYSE:CDREAerospace & Defense

Cadre Holdings Outpaces Sector With Earnings Growth And Investor Interest

Cadre Holdings (NYSE:CDRE) has reported strong annual growth in revenue and earnings over the past two years, outpacing sector peers. The company has also posted solid share price performance, with the stock up 33.5% over the past year. At a recent close of $43.69, the stock reflects investor interest in Cadre Holdings' expanding market presence. Cadre Holdings, trading on the NYSE under ticker CDRE, has attracted attention with its mix of business growth and share price gains. The stock is...
NasdaqGS:CTAS
NasdaqGS:CTASCommercial Services

Cintas Awards Highlight Management Strength While Valuation And Debt Draw Scrutiny

Cintas (NasdaqGS:CTAS) has been recognized as one of America's best-managed companies for 2026. The company was also named among the top large employers in the country for 2026. These rankings highlight Cintas' profile in corporate governance, workforce practices, and industry position. Cintas, known for its uniform rental, facility services, and related business offerings, operates across a wide range of commercial and industrial customers. For investors watching service and outsourcing...
NYSE:MCD
NYSE:MCDHospitality

Is It Too Late To Consider McDonald's (MCD) After Recent Share Price Strength?

If you are wondering whether McDonald's current share price reflects its true worth, you are not alone. This article walks through how that question stacks up against several valuation tools. With the stock at US$334.53 after returns of 2.3% over the past week, 6.5% over 30 days, 10.3% year to date and 10.4% over the past year, many investors are asking whether the recent performance already prices in the key positives or still leaves room for more. Recent headlines have focused on...
NYSE:WST
NYSE:WSTLife Sciences

Assessing West Pharmaceutical Services (WST) Valuation As Mixed Returns Contrast With Diverging Fair Value Estimates

Why West Pharmaceutical Services is on investors’ radar today West Pharmaceutical Services (WST) shares have been drawing attention after recent trading, with the stock showing mixed returns over different timeframes. This may prompt investors to reassess how it fits into their portfolios. See our latest analysis for West Pharmaceutical Services. Recent trading has been mildly positive, with a 7 day share price return of 2.13% and a 30 day share price return of 3.53%. However, the 90 day...
NYSE:HD
NYSE:HDSpecialty Retail

Did Home Depot’s (HD) Dividend Bump and 2026 Store Plan Just Redefine Its Long-Term Story?

Earlier this week, Home Depot reported fourth-quarter and full-year results showing quarterly sales of US$38,198 million and net income of US$2,571 million, alongside a 1.3% increase in its quarterly dividend to US$2.33 per share and plans to open about 15 new stores in 2026. The company paired lower quarterly profit with modest comparable sales growth, a slight dividend raise marking its 156th consecutive cash payout, and cautious guidance for 2026 sales and earnings growth amid a sluggish...
NasdaqGS:HST
NasdaqGS:HSTHotel and Resort REITs

Host Hotels And Resorts HST Q4 FFO Strength Tests Bearish Earnings Decline Narrative

Host Hotels & Resorts (HST) has wrapped up FY 2025 with fourth quarter total revenue of US$1.6 billion and basic EPS of US$0.20, alongside funds from operations of US$340 million that remain the key gauge for this REIT. Over recent quarters, the company has seen revenue move from US$1.42 billion in Q4 2024 to US$1.60 billion in Q4 2025, while basic EPS shifted from US$0.15 to US$0.20. This gives investors a clearer view of how the top line and per share results are tracking into the latest...
NasdaqGM:AAOI
NasdaqGM:AAOICommunications

Applied Optoelectronics Ramps Up For AI Demand As Dilution Questions Grow

Applied Optoelectronics (NasdaqGM:AAOI) reports record fourth quarter and full year revenue driven by demand in data center and CATV segments. The company highlights rapid growth in orders for next generation 800G transceivers linked to hyperscale and AI data center investments. AAOI plans a major manufacturing expansion, including a new facility in Texas and a plan to triple laser manufacturing capacity. The company launches a US$250 million at the market stock offering to support growth...
NasdaqGS:TWST
NasdaqGS:TWSTBiotechs

Is Twist Bioscience (TWST) Using Invenra Deal To Quietly Redefine Its Biologics Platform Strategy?

In February 2026, Twist Bioscience Corporation announced it had entered a licensing agreement with Invenra Inc., becoming co-exclusive provider of Invenra’s B-Body bispecific antibody platform and extending its antibody discovery services, in exchange for US$5,000,000 in cash, US$15,000,000 in common stock, and an additional US$13,800,000 stock-funded preferred stake of about 6% in Invenra. By securing rights to Invenra’s bispecific antibody technology and all associated discovery and...
NYSE:OGS
NYSE:OGSGas Utilities

ONE Gas’ New Equity Programs Might Change The Case For Investing In ONE Gas (OGS)

Earlier this month, ONE Gas, Inc. reported full-year 2025 results showing sales of US$2,427.43 million and net income of US$264.22 million, and has since filed a US$225 million at-the-market follow-on equity offering plus a US$41.21 million shelf registration tied to its dividend reinvestment plan. Together, these capital-raising moves highlight ONE Gas’s focus on funding its regulated utility operations while giving existing shareholders additional flexibility through the dividend...
NYSE:MSI
NYSE:MSICommunications

Is Motorola Solutions (MSI) Pricing In Too Much After Strong Multi‑Year Share Gains?

If you are wondering whether Motorola Solutions stock is still worth considering at today’s price, you are not alone. This article is here to help you make sense of what you are paying for. The shares recently closed at US$471.95, with returns of 4.0% over 7 days, 16.2% over 30 days, 23.9% year to date, 11.1% over 1 year, 85.2% over 3 years and 186.7% over 5 years. This naturally raises questions about how much of this is already reflected in the valuation. Recent attention on Motorola...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Fiserv’s Ongoing Reset Blends New Partnerships With Activist Pressure

Fiserv (NasdaqGS:FISV) has expanded its reach in Canada through a new partnership with Peoples Group to deliver next generation payments infrastructure. The company has launched integrated payment solutions with Can/Am Technologies aimed at improving collections and processing for government agencies. Recent management changes include new executive appointments focused on revenue growth and operational execution. Activist investor Jana Partners is pushing for strategic changes and...
NasdaqGS:NXT
NasdaqGS:NXTElectrical

Is Nextpower’s (NXT) Jinko Solar Deal Quietly Redefining Its U.S. Supply Chain Advantage?

Nextpower previously announced its second major commercial order for U.S.-manufactured steel module frames, entering a multi-year supply agreement to supply more than 1 gigawatt of frames, scalable to 3 gigawatts over three years, for Jinko Solar’s Jacksonville, Florida module plant with production targeted from mid-2026. The deal highlights how U.S.-made steel frames can boost domestic content calculations for solar developers while supporting a more localized and resilient manufacturing...
NasdaqGS:GEN
NasdaqGS:GENSoftware

Gen Digital Links Agent Trust Hub To Vercel For AI Skill Security

Gen Digital (NasdaqGS:GEN) has partnered with Vercel to provide independent security verification for AI agent skills. The deal integrates Gen's Agent Trust Hub as a trust layer within Vercel’s skills.sh platform. The collaboration focuses on transparent risk ratings and threat intelligence for AI skills used by developers and enterprises. Gen Digital operates in consumer and enterprise cybersecurity, with a product set that targets identity, device and online threat protection. As AI...
NasdaqCM:ASPI
NasdaqCM:ASPIChemicals

Assessing ASP Isotopes (ASPI) Valuation After Nuclear Fuels Expansion And Necsa Enrichment Collaboration

ASP Isotopes (ASPI) is back in focus after outlining expansion plans across nuclear medicine, semiconductors, and nuclear fuels, along with a collaboration with South Africa’s Necsa to develop a HALEU enrichment facility. See our latest analysis for ASP Isotopes. At a share price of $5.66, ASP Isotopes has seen an 8.85% 7 day share price return following a 29% decline over the past 30 days and a broadly flat year to date move. The 1 year total shareholder return of 18.91% and very large 3...
NYSE:BHC
NYSE:BHCPharmaceuticals

Is Bausch Health (BHC) Pricing Reflect Its Sharp Multi‑Year Share Price Declines?

If you are looking at Bausch Health Companies and wondering whether the current share price reflects its underlying value, you are not alone. The stock last closed at US$6.04, with returns of 1.9% over the past week and 5.6% over the past month, against year to date and 1 year returns of 16.2% and 21.0% declines, and a 34.7% and 81.1% decline over 3 and 5 years respectively. These moves have kept valuation in focus for many investors, especially as headlines continue to frame Bausch Health...
NYSE:MC
NYSE:MCCapital Markets

A Look At Moelis (MC) Valuation After Earnings Beat And Negative Share Price Reaction

Moelis (MC) recently reported quarterly results with revenue up 11.2% year on year and both revenue and EPS ahead of expectations, yet the stock has fallen 9.7% since the release. See our latest analysis for Moelis. At a share price of US$63.96, Moelis has had a 1 month share price return of 12.85% decline and a year to date share price return of 10.19% decline. The 3 year total shareholder return of 70.71% and 5 year total shareholder return of 66.12% point to much stronger longer term...
NYSE:RBC
NYSE:RBCMachinery

Assessing RBC Bearings (RBC) Valuation As Backlog Execution And 2026 Debt Repayment Target Draw Focus

Why RBC Bearings’ backlog and debt plan are back in focus RBC Bearings (RBC) is back under the microscope as investors weigh its ability to turn a sizeable aerospace backlog into revenue while supply chain pressures persist and a 2026 loan repayment goal approaches. See our latest analysis for RBC Bearings. That backdrop helps explain why investors are paying close attention today, with the share price at $576.5 after a 14.26% 1 month share price return and a 25.66% year to date share price...
NYSE:GME
NYSE:GMESpecialty Retail

GameStop (GME) Valuation Check As Acquisition Talk And Insider Buying Shift Market Expectations

Investor attention on GameStop (GME) has picked up after CEO Ryan Cohen talked about potential large acquisitions to reshape the company into a conglomerate, along with fresh insider buying that signals internal confidence. See our latest analysis for GameStop. At around $24.10 per share, GameStop’s recent moves have come after a 16.88% year to date share price return and a 6.97% 90 day share price return. The 3 year total shareholder return of 34.05% contrasts with a slightly negative 1 year...
NYSE:XOM
NYSE:XOMOil and Gas

Is Exxon Mobil (XOM) Still Attractively Priced After Its Strong Multi Year Share Price Run?

If you are wondering whether Exxon Mobil's share price already reflects its strengths, or if there is still value available, this article will focus on what the numbers indicate about its current valuation. The stock recently closed at US$148.54, with returns of a 1.6% decline over the last 7 days, 8.6% over 30 days, 21.1% year to date, 39.5% over 1 year and 47.7% over 3 years, plus a very large 5 year return that is a bit more than 2x. Recent news coverage has centered on Exxon Mobil's...