U.S. Healthtech Stock News

Wintrust Financial (WTFC) has quietly outperformed many regional peers this month, with the stock gaining about 5% as investors lean into its steady loan growth and improving profitability trends. See our latest analysis for Wintrust Financial. That latest move builds on a solid year to date, with a roughly 11% year to date share price return and a powerful 3 year total shareholder return of about 74%, suggesting momentum is still very much intact as investors reassess regional bank risk. If...

Five Below (FIVE) just delivered a quarter that checked two big investor boxes at once: upside earnings and a guidance hike. Sales ran ahead of forecasts, and management responded by lifting full year expectations. See our latest analysis for Five Below. The market has been quick to reward that execution, with a roughly 22% 3 month share price return and a 76% year to date share price return at the latest close of $174.62. However, the 3 year total shareholder return is still slightly...

In early December 2025, GSK notified IDEAYA Biosciences that it will terminate their 2020 collaboration, returning the Werner Helicase (IDE275) and Pol Theta (IDE705) programs, while IDEAYA also secured FDA clearance to begin a Phase 1 trial of its bispecific B7H3/PTK7 ADC IDE034 for multiple solid tumors in 2026. This combination of a major partnership unwind and the advancement of a potentially first-in-class oncology asset highlights IDEAYA’s increasing control over its pipeline and its...

Morgan Stanley is doubling down on its positive view of Diamondback Energy (FANG), pointing to its low cost Permian wells, rising free cash flow, and a capital plan that leans heavily toward shareholder payouts. See our latest analysis for Diamondback Energy. That backdrop helps explain why, even with the latest share price at $157.52, Diamondback’s 30 day share price return of 9.66% and 90 day gain of 15.58% suggest momentum is rebuilding. At the same time, a 5 year total shareholder return...

Sonos (SONO) just delivered one of those mixed earnings updates that still manages to move a stock higher, with a headline loss but revenue near the top of guidance and upbeat forward commentary. See our latest analysis for Sonos. The earnings update appears to have reset expectations in a positive way, with the roughly 27% 3 month share price return and stronger year to date share price performance suggesting momentum is building again despite a still modest 3 year total shareholder...

In early December 2025, TJX Companies reported strong third-quarter fiscal 2026 results, raised its full-year guidance, detailed progress on a US$669.74 million share repurchase completed between February and November, and highlighted expansion plans including 2,000 additional stores and entry into Spain from 2026. TJ Maxx also recently ran its first Maxxinista Express holiday bus tour across Los Angeles, Dallas, and Miami, underscoring how TJX is leaning into its highly engaged off-price...

In the past quarter, National Vision Holdings, Inc. reported adjusted earnings per share of US$0.13, beating consensus expectations and prompting the company to raise its full-year net revenue guidance alongside a higher outlook for adjusted comparable store sales growth. This combination of better-than-expected profitability and a stronger sales outlook highlights improving operating momentum and suggests the company’s recent initiatives are gaining traction. Now, we’ll explore how this...

In November 2025, MINISO opened Australia’s first and largest MINISO LAND at Westfield Chatswood in northern Sydney, an 800-square-meter flagship featuring more than 7,000 SKUs and immersive IP-themed zones including Disney and Sanrio collections. This highly experiential “Super IP + Super Store” concept, positioned as a new retail landmark, reinforces MINISO’s push to deepen its trendy toy and IP-focused brand presence in Australia and globally. We’ll now examine how this Sydney MINISO LAND...

NeoGenomics (NEO) has quietly staged a sharp recovery in recent months, with shares up around 16% over the past month and more than 55% in the past 3 months, despite still weak longer term returns. See our latest analysis for NeoGenomics. Even after the recent bounce, the 1 year total shareholder return is still deeply negative and the year to date share price return remains in the red. This makes the past 3 months of strong share price momentum look more like a potential turn in sentiment...

Clear Channel Outdoor Holdings (CCO) just landed an eight year deal as the exclusive media partner for Hollywood Burbank Airport’s new terminal, tying its growth prospects directly to the Elevate BUR expansion. See our latest analysis for Clear Channel Outdoor Holdings. The deal lands at a time when sentiment around Clear Channel Outdoor has been quietly improving, with the share price at 2.04 and a 90 day share price return of 52.24 percent supporting a strong 3 year total shareholder return...

In recent days, Kanzhun (NASDAQ:BZ) received a series of analyst upgrades, with Wall Street Zen and UBS Group lifting their ratings to “buy” and Barclays assigning an “overweight” stance, signaling a shift in professional opinion on the Chinese online recruitment platform. This cluster of upgrades from prominent global firms highlights growing institutional interest in Kanzhun’s AI-enabled hiring platform and its role in China’s evolving digital recruitment market. We’ll now examine how this...

MSC Industrial Direct (MSM) slipped after its latest quarterly earnings, even though revenue topped expectations, because it showed the slowest growth among key maintenance and repair distributors, putting its profit margins under closer investor scrutiny. See our latest analysis for MSC Industrial Direct. At around $81.93, MSC’s recent pullback, including a 1 month share price return of minus 6.93 percent and 3 month share price return of minus 10.83 percent, contrasts with a still positive...

Diebold Nixdorf recently launched its DN Series 300 and 350 self-service cash dispensers, built on the new DM7V dispensing module to boost availability, security, and cash-handling efficiency while integrating with its branch automation and managed services platform. The new ATMs’ shared cassette infrastructure, higher-capacity dispensing, and sustainability-focused modular design aim to cut operating costs for banks and extend product lifecycles, potentially strengthening Diebold Nixdorf’s...

In early December 2025, Varonis Systems, Inc. announced a new integration with AWS Security Hub designed to unify risk visibility, automate remediation, and strengthen data-centric threat detection across AWS environments and broader data estates. This integration highlights how Varonis is deepening its role in cloud and unstructured data security by cutting alert noise and directly fixing misconfigurations, a combination that could be particularly important for resource-constrained security...

DraftKings (DKNG) is rolling out a Spanish language experience across its Sportsbook and Casino app for select users in the U.S. and Ontario, aiming to better serve Spanish speaking bettors and boost engagement. See our latest analysis for DraftKings. The rollout of a Spanish language experience comes in a mixed but still bullish backdrop, with a 30 day share price return of 16.97 percent contrasting against a weaker 90 day share price return of minus 22.54 percent and a still impressive 3...

In November, Charles Schwab reported that its Schwab Trading Activity Index rose for the sixth consecutive month, signaling ongoing client net buying and strong use of its trading platforms despite recently weak market conditions. An interesting takeaway is that Schwab clients have not only stayed active but also outpaced the S&P 500 for three straight months, with sustained interest in Information Technology and Consumer Discretionary stocks amid growing expectations for a December Federal...

Arrowhead Pharmaceuticals recently reported that the FDA granted Breakthrough Therapy designation to its investigational RNAi drug plozasiran as an add-on to diet for adults with severe hypertriglyceridemia, while also outlining plans to complete multiple Phase 3 trials by mid‑2026 and submit an sNDA by year‑end 2026. This recognition, together with REDEMPLO already approved for familial chylomicronemia syndrome, strengthens Arrowhead’s position in triglyceride‑lowering therapies targeting...

Webster Financial (WBS) has been quietly grinding higher, with the stock up around 9% over the past year and stronger revenue and net income trends giving investors a clearer picture of where the bank might be heading next. See our latest analysis for Webster Financial. That steady backdrop helps explain why investors have been willing to pay up, with a roughly 9% one year total shareholder return and a 14% year to date share price gain suggesting momentum is quietly building rather than...

Central Garden & Pet (CENT) has slipped roughly 2% over the past week but remains up over the past month, a reminder of how choppy the stock’s path has been for patient shareholders. See our latest analysis for Central Garden & Pet. Over the past year, Central Garden & Pet’s share price return has been weak and its 1 year total shareholder return is also negative, suggesting momentum has cooled even as investors continue to reassess its longer term earnings and margin potential. If you are...

MACOM Technology Solutions Holdings has appointed long-time operations leader Robert Dennehy as Senior Vice President and Chief Operating Officer, formalizing his responsibility for global operations, manufacturing, supply chain and operational strategies. This move elevates an internal veteran with deep knowledge of MACOM’s fabs and processes at a time when efficient execution is central to its growth plans. Next, we’ll examine how Dennehy’s promotion to COO shapes MACOM’s investment...

Amkor Technology (AMKR) just landed a meaningful win, with reports that Intel is handing over its advanced EMIB chip packaging work. This underscores how central Amkor has become to AI driven semiconductor supply chains. See our latest analysis for Amkor Technology. The Intel packaging news lands on top of an already strong run, with Amkor’s share price up 79.77% over 90 days and a 69.27% total shareholder return over the past year, suggesting momentum is clearly building around its AI...

Teradata (TDC) just delivered a Q3 that cleared multiple hurdles at once, topping revenue and recurring revenue guidance while beating expectations on non GAAP earnings and free cash flow, and reaffirming its 2025 outlook. See our latest analysis for Teradata. The upbeat quarter seems to be reigniting interest in Teradata, with a 90 day share price return of 49.05% and a five year total shareholder return of 35.48%. This suggests momentum is rebuilding after a softer period. If this kind of...

Root (ROOT) has quietly delivered a mixed run for shareholders, with gains this year but a drop over the past 3 months. That uneven performance is pushing investors to revisit its fundamentals. See our latest analysis for Root. The recent pullback, including a weak 90 day share price return, sits awkwardly against Root’s positive year to date share price gain and powerful three year total shareholder return. This suggests momentum has cooled while long term believers remain firmly in the...

Zscaler (ZS) just pulled off the classic beat and raise on earnings, then watched its stock tumble anyway after CFO Remo Canessa announced his retirement and investors fixated on signs of moderating growth. See our latest analysis for Zscaler. At around $244.88 per share, Zscaler has swung from a sharp 1 month share price return of approximately negative 23% to still carrying a solid year to date share price return of nearly 35%. Its multiyear total shareholder returns suggest momentum is...