U.S. Healthtech Stock News

Workday (NasdaqGS:WDAY) has been named a Leader in the 2026 Gartner Magic Quadrant for Talent Acquisition Suites. The company introduced an AI-powered Solopreneurship Accelerator developed with leading AI partners. Workday integrated its Sana Self-Service Agent directly into Microsoft 365 Copilot, embedding its tools into everyday workflows. For investors tracking software-as-a-service platforms, these updates touch three different parts of Workday's business. Talent acquisition suites sit...

Q1 2026 earnings snapshot National CineMedia (NCMI) has reported Q1 2026 revenue of US$34 million with a basic EPS loss of US$0.31, while trailing twelve month figures show revenue of US$242.3 million and a basic EPS loss of US$0.09. Over recent quarters, the company has seen quarterly revenue range from US$34 million to US$93.2 million, with basic EPS moving between a loss of US$0.32 and a profit of US$0.31. This sets up a mixed picture on earnings quality and operating leverage. For...

Stock performance snapshot and recent context FIGS (FIGS) has drawn investor attention after a mixed stretch, with the stock up about 6.1% in the latest session but down roughly 15.8% over the past week and month. See our latest analysis for FIGS. That sharp 1 day share price gain sits alongside a weaker recent patch, with the 7 day and 30 day share price returns both down around 16%, even as the 90 day share price return is up about 20% and the 1 year total shareholder return is very large...

Lattice Semiconductor (LSCC) just posted first quarter results that caught investor attention, with sales of US$170.9 million and net income of US$21.82 million, along with revenue guidance of US$175 million to US$195 million for the next quarter. See our latest analysis for Lattice Semiconductor. The recent earnings beat and AI focused demand story have come alongside strong momentum, with a 30 day share price return of 16.6% and year to date share price return of 59.76%, while the 1 year...

Legend Biotech (LEGN) has reported Q1 2026 revenue of US$305.1 million, with a basic EPS loss of US$0.29 and a net loss of US$54.3 million, setting the tone for a quarter where top line scale contrasts with continued spending. Over recent periods, revenue has moved from US$186.6 million in Q4 2024 to US$195.1 million in Q1 2025 and then to US$305.1 million in Q1 2026. Basic EPS has shifted from a profit of US$0.14 in Q4 2024 to losses of US$0.55 in Q1 2025 and US$0.29 in Q1 2026, leaving...

Recent performance snapshot and context for Illumina (ILMN) Illumina (ILMN) has attracted fresh attention after recent share price moves, with the stock closing at US$145.00 and showing double digit gains over the past month and past 3 months. That shift comes against a backdrop of annual revenue of US$4.39b and net income of US$853.0m from its sequencing and array based genetic analysis business, which serves research, clinical, and commercial customers worldwide. See our latest analysis for...

Infinity Natural Resources (INR) opened 2026 with Q1 revenue of US$154.9 million, a reported loss of US$1.9 million and basic EPS of US$0.11 loss, setting a mixed backdrop for investors reviewing the latest quarter. Over the past few reported periods the company has seen revenue move from US$69.1 million in Q4 2024 to US$85.2 million in Q1 2025, US$74.5 million in Q2 2025, US$79.7 million in Q3 2025 and US$117.1 million in Q4 2025, alongside EPS that has swung between a loss of US$2.27 and a...

Why Raymond James Financial’s recent track record is drawing fresh attention Recent coverage of Raymond James Financial (RJF) has focused on its five year record of compounded revenue and earnings growth, along with consistently high return on equity. Together, these factors appear to be rekindling interest in the stock. See our latest analysis for Raymond James Financial. At a share price of $153.96, Raymond James Financial’s 1 year total shareholder return of 2.51% sits against a softer...

Franklin Resources (NYSE:BEN), through Franklin Templeton, has entered an onchain collaboration with Payward, the operator of Kraken, to develop tokenized, actively managed investments for institutional clients. The company has also launched Private Markets Model Portfolios with Corastone, aiming to give financial advisors more efficient access to diversified private market investments. These product moves come as Franklin Resources trades around $32.04, with the stock up 2.8% over the past...

WEC Energy Group recently reported past first-quarter 2026 results showing higher sales of US$3,434.2 million and net income of US$804.4 million, reaffirmed its 2026 earnings guidance of US$5.51–US$5.61 per share, and detailed a US$37.50 billion capital plan alongside a dividend increase. At the same time, the company confirmed plans to focus that record capital spending entirely on regulated assets, supporting its targeted 7–8% annual earnings-per-share growth ambition through 2030 while...

Tower Semiconductor (NasdaqGS:TSEM) secured US$1.3b in long-term silicon photonics contracts for 2027 with major customers. The agreements include substantial capacity-reservation prepayments tied to future production. Contract scope supports Tower's planned expansion in AI and data center related optical connectivity. These commitments arrive as the company prepares for a larger manufacturing footprint. Tower Semiconductor focuses on analog and specialty foundry manufacturing, and silicon...

TMC the metals (TMC) has moved back into focus after signing a commercial agreement with Allseas to build and operate a 3.0 million wet tonnes per year nodule collection system in the Clarion Clipperton Zone. See our latest analysis for TMC the metals. The recent Allseas agreement and NOAA compliance milestone come after a powerful run, with TMC’s 1 year total shareholder return of 88.63% and a very large 3 year total shareholder return. This comes even as the year to date share price return...

Event overview and recent stock performance PureCycle Technologies (PCT) has recently drawn investor attention as its stock moved sharply, with a gain of 64.5% over the past month and 16.9% over the past 3 months. Those moves come against a backdrop of annual revenue of US$10.9 million and a reported net loss of US$230.2 million. This gives the company a market value of about US$1.8b based on the latest close at US$10.20. See our latest analysis for PureCycle Technologies. Recent trading has...

Palo Alto Networks (PANW) has launched Idira, an identity security platform built to cover human, machine and agentic identities, aiming to close privilege management gaps that have become more exposed with rapid AI adoption. See our latest analysis for Palo Alto Networks. The Idira launch comes after a run of AI-focused product updates and partnerships, with the stock’s 30-day share price return of 40.17% and 3-year total shareholder return of around 1.38x signaling strong momentum building...

TriSalus Life Sciences (TLSI) opened 2026 with Q1 revenue of US$8.9 million and basic EPS of US$0.03, a sharp contrast to the loss of US$0.39 per share on US$9.2 million of revenue in Q1 2025. Over the last year, the company has seen revenue move from US$29.4 million on a trailing basis in Q4 2024 to US$44.9 million in Q1 2026, while trailing EPS remained at a loss of US$1.31 per share, keeping the spotlight firmly on how efficiently that top line is being converted into earnings. Margins are...

If you are trying to work out whether Okta at around US$78.20 offers value or just more volatility, it helps to start with how the stock has actually been behaving and what the market may be pricing in. Over the very short term, the stock is up 1.0% over 7 days and 19.5% over 30 days, yet year to date it is down 6.5% and over 1 year it has fallen 36.6%, which can change how investors think about both risk and potential upside. These moves sit against a backdrop of ongoing interest in...

Delta Air Lines stock after recent performance data Delta Air Lines (DAL) has been drawing attention after recent return figures, with the stock near US$71.05 and total return over the past year and the past 3 months offering a fresh reference point for investors. See our latest analysis for Delta Air Lines. Recent trading has been choppy, with a 1-day share price return of 0.48% and a 7-day decline of 3.12%. However, the 30-day share price return of 5.97% and 1-year total shareholder return...

Cadence Design Systems (CDNS) is back on investors’ radar after Aeva licensed its Tensilica Vision DSP IP for 4D LiDAR, coinciding with a recent stock upswing and increasing market interest. See our latest analysis for Cadence Design Systems. The recent Aeva licensing news lands after a strong run in the stock, with a 30-day share price return of 23.02% and a 90-day share price return of 22.97%. The 5-year total shareholder return of 189.85% points to momentum that has been in place for a...

CDW (CDW) is back in focus after its Board of Directors approved an additional US$1b for share repurchases, following recent first quarter results that included year over year growth in sales and net income. See our latest analysis for CDW. Despite the fresh buyback authorization and recent dividend affirmation, momentum in the stock has been weak, with the share price down 24.6% year to date and the 1 year total shareholder return declining 46.1%. This points to fading sentiment even after...

TD SYNNEX (NYSE:SNX) has partnered with Aura Business to distribute identity-centric BYOD security solutions across its reseller and MSP network. The collaboration focuses on securing remote and hybrid work setups while maintaining end user privacy. The Aura Business platform will be offered to TD SYNNEX partners as part of its broader cybersecurity and endpoint protection portfolio. For investors tracking TD SYNNEX at a share price of $231.75, this agreement comes during a period of strong...

QUALCOMM (QCOM) is back in focus after a sharp swing that started with strong AI and data center headlines, record automotive results, and multiple analyst upgrades, then quickly reversed as chip stocks faced profit taking and hotter inflation data. See our latest analysis for QUALCOMM. That volatility sits on top of powerful recent momentum, with a 30 day share price return of 60.47% and a 90 day share price return of 51.51%. The 1 year total shareholder return stands at 42.96% and the 3...

Recent performance snapshot for SLB (SLB) SLB (SLB) has drawn attention after a period of solid share price performance, with the stock up about 7% over the past month and roughly 9% over the past 3 months. See our latest analysis for SLB. At a share price of US$55.38, SLB’s recent 7 day gain and 30 day share price return of 6.66% sit alongside a stronger year to date share price return of 37.76%. The 1 year total shareholder return of 58.49% points to momentum that has been building over a...

CoStar Group (CSGP) is back in focus after two developments: the reported collapse in U.S. multifamily construction starts and the company’s upcoming removal from the Nasdaq-100, both carrying different signals for real estate exposure. See our latest analysis for CoStar Group. CoStar Group’s recent news comes against a weak share price backdrop, with the stock at US$31.97 after falling about 14% over the past month and around 51% year to date. The 1 year total shareholder return is down...

In the first quarter of 2026, Datadog, Inc. reported revenue of US$1,006.43 million and net income of US$52.57 million, with diluted EPS of US$0.15 from continuing operations, and issued guidance calling for second-quarter revenue of US$1.07–1.08 billion and full-year 2026 revenue of US$4.30–4.34 billion. The results marked Datadog’s first-ever billion-dollar quarter and were backed by management’s higher full-year outlook, reflecting confidence in growing demand tied to AI-focused workloads...