U.S. Life Sciences Stock News

NYSE:FTV
NYSE:FTVMachinery

Fortive (FTV) Margin Slippage To 12.8% Tests Bullish Growth Narrative

Fortive FY 2025 Earnings Snapshot Fortive (FTV) closed out FY 2025 with fourth quarter revenue of US$1,122.5 million and basic EPS of US$0.61, while its trailing twelve month net profit margin sat at 12.8% compared with 13.4% a year earlier. Over the past year, the company has reported trailing revenue of US$4.2 billion alongside net income from continuing operations of US$532.7 million. These results come against a five year pattern where earnings have compounded lower by 13.4% annually and...
NYSE:PL
NYSE:PLProfessional Services

Assessing Planet Labs (PL) Valuation As Growth And Cash Flow Metrics Attract Investor Attention

Recent commentary on Planet Labs PBC (PL) has focused on its 23.1% annual revenue growth over the past five years, a shift to a positive free cash flow margin, and rising returns on capital. See our latest analysis for Planet Labs PBC. At a share price of $21.77, Planet Labs PBC has seen a 74.72% 90 day share price return and a very large 241.76% 1 year total shareholder return. However, the 1 day and 7 day share price returns of 9.10% and 21.92% declines suggest that shorter term momentum is...
NasdaqGS:TROW
NasdaqGS:TROWCapital Markets

T. Rowe Price Group (TROW) Margin Slippage Reinforces Earnings Pressure Narrative

T. Rowe Price Group (TROW) just wrapped up FY 2025 with fourth quarter revenue of US$1.9 billion and basic EPS of US$1.99, alongside net income of US$434.2 million, as the asset manager continued to translate its fee base into solid earnings. Over the past few quarters, revenue has moved from US$1.72 billion in Q2 2025 to US$1.89 billion in Q3 and US$1.93 billion in Q4, while basic EPS shifted from US$2.24 to US$2.88 and then US$1.99. This sets up a mixed but still profitable backdrop for the...
NYSE:EG
NYSE:EGInsurance

Everest Group Misses Q4 Estimates As Underwriting Pressures Test Story

Everest Group (NYSE:EG) reported Q4 results that fell short of expectations, with weaker underwriting performance in its core reinsurance business. The company also missed profit targets for the quarter, highlighting pressures on underwriting margins. Investors are watching how Everest Group responds to these underwriting challenges following the latest quarterly report. For shareholders, the update comes with the stock trading at $333.42 and a 5 year return of 58.3%. Shorter term moves...
NYSE:CAT
NYSE:CATMachinery

Caterpillar Taps AI Data Center Power Demand With 2GW Monarch Deal

Caterpillar has agreed to supply 2GW of fast response natural gas generator sets and battery storage to power the AIP Corp Monarch Compute Campus, an AI focused data center project. The alliance centers on onsite, flexible power for hyperscale AI workloads, supported by advanced emissions controls, digital monitoring, and long term service and financing. The deal highlights Caterpillar's role in critical power infrastructure for data centers that require high reliability and rapid ramp up...
NYSE:DK
NYSE:DKOil and Gas

Is It Too Late To Consider Delek US Holdings (DK) After A 79% One Year Jump?

If you are wondering whether Delek US Holdings at around US$32.71 offers value or risk at this point, the key question is how its current price lines up with what the business may be worth. The stock has seen returns of 14.1% over the last 7 days, 7.7% over the past month, 9.8% year to date, 78.6% over 1 year, 46.6% over 3 years, and 75.3% over 5 years, which naturally raises questions about how much of this is already reflected in the share price. Recent coverage around Delek US Holdings...
NasdaqGS:VTRS
NasdaqGS:VTRSPharmaceuticals

Is It Time To Reassess Viatris (VTRS) After Its Recent Share Price Strength

If you are wondering whether Viatris shares still offer value at around US$14.36, you are not alone; many investors are asking the same question right now. The stock has posted returns of 10.7% over 7 days, 16.1% over 30 days, 15.2% year to date, 37.8% over 1 year, 38.2% over 3 years and a 4.5% decline over 5 years, which has drawn attention to how the market is currently pricing the business. Recent news flow around Viatris has focused on its positioning within the pharmaceuticals and...
NasdaqGS:ARLP
NasdaqGS:ARLPOil and Gas

A Look At Alliance Resource Partners (ARLP) Valuation After Strong Q4 2025 Results And 2026 Outlook

Why Alliance Resource Partners stock is in focus now Alliance Resource Partners (ARLP) is back on investors’ radar after Q4 2025 results showed much higher net income and adjusted EBITDA, fresh 2026 guidance on coal sales, and a confirmed quarterly cash distribution. See our latest analysis for Alliance Resource Partners. The latest earnings beat, 2026 coal sales guidance and reaffirmed cash distribution have come alongside a 5.53% 1 month share price return and a 5.62% year to date share...
NasdaqGS:PFG
NasdaqGS:PFGInsurance

Is Principal Financial Group (PFG) Pricing Look Attractive After Strong Five-Year Share Performance

If you are wondering whether Principal Financial Group's recent share price reflects fair value or leaves some room on the table, this breakdown is designed to help you size that up quickly. The stock closed at US$96.40 recently, with returns of 2.5% over 7 days, 6.5% over 30 days, 7.8% year to date, 24.3% over 1 year, 17.9% over 3 years and 113.0% over 5 years, which may shape how investors think about both opportunity and risk today. Recent headlines around Principal Financial Group have...
NYSE:CTVA
NYSE:CTVAChemicals

Corteva (CTVA) Margin Improvement Reinforces Bullish Earnings Narrative Despite Slower Revenue Growth

Corteva (CTVA) has wrapped up FY 2025 with Q4 revenue of US$3.9b and a basic EPS loss of US$0.80, while the trailing twelve month line shows revenue of US$17.4b and basic EPS of US$1.75, alongside earnings growth of 40.2% over the last year. Over recent periods, revenue has sat in a US$2.6b to US$6.5b quarterly range with EPS swinging between quarterly profits and losses, while on a trailing basis earnings are forecast to grow about 20.7% per year. With a trailing net margin of 6.9% versus 5%...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Is Fiserv’s (FISV) Affirm Tie-Up Quietly Redefining Its Core Payments Moat?

In late January 2026, Fiserv announced an exclusive collaboration with Affirm to embed pay-over-time options into debit card programs for thousands of U.S. banks and credit unions, alongside progress on using its Georgia special purpose banking charter to process payments directly. Together, these moves highlight how Fiserv is deepening its role in flexible consumer payments while gaining more direct control over core transaction infrastructure. We’ll now look at how integrating Affirm’s...
NasdaqGS:CART
NasdaqGS:CARTConsumer Retailing

Is Instacart’s Expanded Costco Partnership in Europe Altering The Investment Case For Maplebear (CART)?

In late January 2026, Instacart announced an expanded partnership with Costco to power same-day delivery websites in France and Spain, while also deepening its technology collaboration with Allegiance Retail Services across more than 125 supermarkets in the US Northeast. Together, these moves highlight Instacart’s push to pair international market entry with broader adoption of its Storefront Pro, Caper Carts, and retail media tools across multiple retail formats. We’ll now examine how...
NasdaqGS:DSGR
NasdaqGS:DSGRTrade Distributors

Is It Time To Reassess Distribution Solutions Group (DSGR) After Mixed Share Price Performance?

If you are wondering whether Distribution Solutions Group at around US$29.67 offers good value today, you are not alone. This article is here to break that question down in plain terms. The share price has moved 5.9% over the last week and 1.6% over the last month, while the year to date return sits at 5.8% and the 1 year return at a 6.3% decline, with a 30.2% gain over 3 years providing longer term context. Recent company updates and corporate developments have kept Distribution Solutions...
NasdaqGS:GFS
NasdaqGS:GFSSemiconductor

GlobalFoundries (GFS) Deepens Custom Silicon Push With ARC IP Deal and Israeli Partnership – What Changes?

GlobalFoundries recently executed a definitive agreement to acquire Synopsys’ ARC Processor IP Solutions business and announced a new partnership with Telsys, giving Israeli customers localized access to its semiconductor manufacturing services. Together, the ARC IP acquisition and Telsys tie-up expand GlobalFoundries’ reach while deepening its capabilities in custom silicon and physical AI solutions. Next, we’ll examine how adding ARC Processor IP to support custom silicon reshapes...
NYSE:NOMD
NYSE:NOMDFood

A Look At Nomad Foods (NOMD) Valuation After The New Cash Dividend Announcement

Nomad Foods (NOMD) has put income back in focus after its Board declared a cash dividend of $0.17 per share, payable on February 26, 2026, to shareholders of record on February 11. See our latest analysis for Nomad Foods. The dividend announcement comes as Nomad Foods’ share price has been firmer in the short term, with a 1-day share price return of 2.38% and a 30-day share price return of 7.41%. However, the 1-year total shareholder return of a 23.24% decline highlights that recent momentum...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

Is It Too Late To Consider Applied Materials (AMAT) After The Recent Share Price Surge?

If you are wondering whether Applied Materials is still good value after its strong run, this article walks through what the current share price might be implying. The stock closed at US$297.60, with a 7 day return of an 11.6% decline, a 30 day return of 4.7%, a year to date return of 10.7% and a 1 year return of 66.4%. This raises fair questions about how much upside or downside is already priced in. Recent coverage has focused on Applied Materials' role in the broader semiconductor supply...
NYSE:PPL
NYSE:PPLElectric Utilities

Assessing PPL (NYSE:PPL) Valuation As Mixed Timeframe Returns Meet Contrasting Fair Value Estimates

Why PPL (PPL) Is On Investors’ Radar Today PPL (PPL) has been drawing attention after a period where the stock’s returns have moved in different directions across timeframes, including a small gain over the past month but a decline over the past 3 months. For investors, that mixed performance sits alongside recent figures such as US$8.98b in revenue and US$1.09b in net income, which help frame the company’s current scale in the regulated utilities space. See our latest analysis for PPL. At a...
NYSE:WEC
NYSE:WECIntegrated Utilities

What WEC Energy Group (WEC)'s Dividend Hike and Leadership Shift Mean for Shareholders

In January 2026, WEC Energy Group’s board approved a quarterly dividend increase of 6.7% to US$0.9525 per share, raising the annual payout to US$3.81 and payable on March 1, 2026, while also announcing Gale Klappa’s planned retirement from the board after the May 2026 annual meeting and his appointment as Chairman Emeritus. This is the first time in the company’s more than 125-year history that the honorary Chairman Emeritus title has been granted, underscoring Klappa’s long-standing...
NasdaqGS:INNV
NasdaqGS:INNVHealthcare

InnovAge Holding (INNV) Profitability Return Challenges Bear Narratives On Sustainability

InnovAge Holding (INNV) has reported Q2 2026 results with revenue of US$239.7 million and basic EPS of US$0.08, alongside net income of US$10.6 million. Its trailing 12 month figures show revenue of US$915.4 million and basic EPS of US$0.05 on net income of US$6.5 million. The company’s quarterly revenue moved from US$209.0 million in Q2 2025 to US$239.7 million in Q2 2026, with basic EPS shifting from a loss of US$0.10 per share to a profit of US$0.08. This places improving margins and the...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

Is It Too Late To Consider SoFi Technologies (SOFI) After Recent Share Price Weakness

If you have been wondering whether SoFi Technologies' current share price lines up with its underlying value, you are not alone. This article is designed to help you make sense of that question. The stock closed at US$20.75 recently, with a 7 day return of 15.7% decline, a 30 day return of 29.1% decline and a year to date return of 24.4% decline, while the 1 year return stands at 34.0% and the 3 year return is described as very large. Recent coverage around SoFi has focused on its position...
NYSE:ALV
NYSE:ALVAuto Components

Assessing Autoliv (ALV) Valuation After Recent Share Price Momentum

Autoliv (ALV) is back on investor radars after recent share moves, with the stock closing at $126.61. You are seeing a business centered on passive automotive safety systems and broader mobility safety solutions. See our latest analysis for Autoliv. That 3.5% 1 day share price return comes on top of a 5.6% 90 day share price return. The 1 year total shareholder return of 38.0% and 3 year total shareholder return of 50.9% point to momentum that has been building rather than fading. If Autoliv...
NYSE:DVA
NYSE:DVAHealthcare

DaVita (DVA) Margin Compression To 5.3% Challenges Bullish Valuation Narratives

DaVita (DVA) has just wrapped up FY 2025 with Q4 revenue of US$3.6b and basic EPS of US$3.00, supported by Q4 net income from continuing operations of about US$209 million and an additional US$25 million from discontinued operations. Over the past six quarters, the company has seen quarterly revenue move from US$3.3b in Q4 2024 to US$3.6b in Q4 2025, while basic EPS across that period ranged between roughly US$2.05 and US$3.18. This sets up a set of results where the key question for...
NYSE:CB
NYSE:CBInsurance

Chubb’s Record Results Raise Questions On Valuation And Margin Durability

Chubb reported record quarterly and full year operating results, including record net income and core operating income. The company highlighted strong underwriting and life premium growth alongside improved operational efficiency and a record low combined ratio. Property and casualty and life segments both contributed to higher premiums and robust profitability. For investors watching NYSE:CB, these results come with a share price of $329.45 and a value score of 4. The stock has returned...
NasdaqGS:HSAI
NasdaqGS:HSAIAuto Components

Assessing Hesai Group (NasdaqGS:HSAI) Valuation After New Grab Lidar Distribution Agreement

Hesai Group (NasdaqGS:HSAI) is back in focus after Hesai Technology agreed to make Grab the exclusive distributor of its lidar products across Southeast Asia, putting fresh attention on the stock. See our latest analysis for Hesai Group. The Grab agreement arrives after a mixed short term stretch for Hesai Group, with a 7 day share price return of 4.02% and a 30 day share price return of 0.66%, but a 90 day share price return of 8.96% and a 1 year total shareholder return of 73.43%,...