U.S. Life Sciences Stock News

NYSE:NOC
NYSE:NOCAerospace & Defense

How Record Backlog And New Defense Microelectronics Wins At Northrop Grumman (NOC) Have Changed Its Investment Story

Northrop Grumman recently reported full-year 2025 results showing modest revenue and earnings growth, while also being selected for a US$25.00 billion-ceiling Defense Microelectronics Activity contracting tool and securing a US$249.00 million Joint Threat Emitter export contract. Together with a record order backlog and broad-based sales growth across Aeronautics, Defense, Mission and Space Systems, these wins highlight Northrop Grumman’s deepening role in advanced defense electronics and...
NasdaqGS:SFNC
NasdaqGS:SFNCBanks

Assessing Simmons First National (SFNC) Valuation As Profitability Pressures And EPS Declines Draw Attention

Why weaker profitability at Simmons First National (SFNC) is back in focus Recent commentary on Simmons First National (SFNC) has highlighted a 6.7% annual decline in earnings per share over the past five years, along with expectations for a higher efficiency ratio. These factors are bringing profitability pressures back into focus for investors. See our latest analysis for Simmons First National. Despite concerns around profitability, Simmons First National's recent share price momentum has...
NasdaqGS:SLAB
NasdaqGS:SLABSemiconductor

Texas Instruments Bid Recasts Silicon Labs IoT Future With Cash Exit

Texas Instruments has agreed to acquire Silicon Laboratories (NasdaqGS:SLAB) in an all cash deal valued at about US$7.5b to US$7.8b. The transaction combines Texas Instruments' analog processing franchise with Silicon Labs' wireless connectivity portfolio in embedded systems. The companies describe the deal as a move to create a global leader in embedded wireless connectivity for industrial, automotive and consumer applications. Silicon Labs focuses on mixed signal and wireless connectivity...
NasdaqGS:CRTO
NasdaqGS:CRTOMedia

Does Criteo (CRTO) Offer Value After A 58% One Year Share Price Decline?

If you are wondering whether Criteo's current share price reflects its underlying business, this article will walk through what the numbers are actually saying about value. Criteo last closed at US$19.19, with recent returns of 0.1% over 7 days, a 7.2% decline over 30 days, a 4.2% decline year to date, and a 57.8% decline over the past year. These figures can change how investors think about both upside potential and risk. Recent news coverage around Criteo has focused on its position in...
NYSE:KRP
NYSE:KRPOil and Gas

A Look At Kimbell Royalty Partners (KRP) Valuation After Recent Unit Price Momentum

Recent performance snapshot Kimbell Royalty Partners (KRP) has drawn investor attention after a month return of 16.6% and a past 3 months return of 2.1%, with the unit price recently closing at US$13.79. See our latest analysis for Kimbell Royalty Partners. The recent 1 month share price return of 16.6% and year to date share price return of 14.63% suggest momentum has picked up, while the 1 year total shareholder return of 0.59% points to a relatively muted longer term outcome. If Kimbell...
NYSE:PSA
NYSE:PSASpecialized REITs

A Look At Public Storage (PSA) Valuation After Bank Of America’s Downgrade And Sector Headwinds

Public Storage (PSA) is back in focus after Bank of America shifted its rating from Buy to Neutral, citing a lack of near term operational catalysts and macro pressures on storage demand. See our latest analysis for Public Storage. The recent downgrade comes after a period where momentum has been steady rather than explosive, with an 11.05% year to date share price return contrasted against a 1 year total shareholder return of a 1.16% decline. This hints at mixed sentiment around future...
NYSE:TFIN
NYSE:TFINBanks

Does Triumph Financial’s (TFIN) Earnings Beat But Revenue Miss Recast Its Core Profitability Story?

Triumph Financial, Inc. reported its full-year 2025 results in January 2026, with net interest income of US$350.59 million and net income of US$25.36 million, alongside higher basic and diluted earnings per share from continuing operations versus the prior year. Despite these improvements in profitability metrics, the company’s latest quarterly results came in below analyst expectations for revenue and tangible book value per share, raising questions about how investors weigh headline growth...
NasdaqCM:CLSK
NasdaqCM:CLSKSoftware

A Look At CleanSpark (CLSK) Valuation After Big Quarterly Loss And Shift Toward AI Infrastructure

What the latest earnings mean for CleanSpark shareholders CleanSpark (CLSK) has just posted a first quarter net loss of US$378.71 million, a sharp reversal from net income of US$246.79 million a year earlier, and the market is recalibrating expectations. Basic and diluted loss per share from continuing operations came in at US$1.35, compared with basic earnings per share of US$0.85 and diluted earnings per share of US$0.83 in the prior year period. See our latest analysis for...
NYSE:BALL
NYSE:BALLPackaging

Assessing Ball (BALL) Valuation After Strong Fourth Quarter And Full Year 2025 Earnings

Ball (BALL) shares have been reacting to its latest earnings release, where the company reported fourth quarter and full year 2025 results alongside an upcoming cash dividend of US$0.20 per share. See our latest analysis for Ball. Those stronger quarterly numbers appear to have shifted sentiment, with the share price at US$66.47 and a 7 day share price return of 16.88% adding to a 90 day gain of 43.22%. The 1 year total shareholder return of 33.75% contrasts with a 5 year total shareholder...
NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

Royal Gold (RGLD) Valuation In Focus As Sector Interest Lifts Premium Royalty And Streaming Stocks

Why Royal Gold’s Premium Valuation Is Back in Focus The recent sector wide interest in gold focused stocks has pushed Royal Gold (RGLD) firmly into the spotlight, as its premium valuation relative to its historical fair value raises fresh questions for investors. See our latest analysis for Royal Gold. Royal Gold’s share price has moved sharply over recent months, with a 1 day share price return of 4.79%, a 30 day share price return of 8.39%, and a 90 day share price return of 43.87%. Its 1...
NasdaqGS:LITE
NasdaqGS:LITECommunications

Is Lumentum Holdings (LITE) Pricing Too Much Growth After Its Recent 40% Weekly Surge

If you are wondering whether Lumentum Holdings is still reasonably priced after a strong run, this article walks through what the current share price might be implying about its value. The stock most recently closed at US$551.99, with returns of 40.9% over 7 days, 57.1% over 30 days and 43.0% year to date, while the 1 year and 3 year returns are very large on a percentage basis. These moves sit alongside recent attention on the company in broader market coverage and ongoing interest in its...
NYSE:RBLX
NYSE:RBLXEntertainment

Will Roblox’s Soaring Sales And Losses Reshape The Growth Story For Roblox (RBLX)?

In early February 2026, Roblox reported fourth-quarter 2025 results showing sales rising to US$1.42 billion from US$988.18 million a year earlier, while net loss widened to US$316 million from US$219.57 million. Beyond the headline numbers, the company highlighted sharp growth in bookings, daily active users, and engagement hours, underpinned by expanded safety measures such as facial age verification and a growing adult user base. With recent share gains and accelerating user engagement,...
NasdaqGS:ACIW
NasdaqGS:ACIWSoftware

ACI Worldwide Extends Retail Reach With Alpha Modus Remittance Partnership

ACI Worldwide (NasdaqGS:ACIW) has entered a multi year partnership with Alpha Modus Financial Services. The agreement focuses on powering remittance and bill payment services across convenience, grocery, and community retail locations. The deal aims to extend ACI Worldwide's payment technology into more physical retail environments that serve cash and hybrid payment users. ACI Worldwide, trading at $42.28, sits at the intersection of digital and in store payments, and this partnership adds...
NYSE:WTM
NYSE:WTMInsurance

Why White Mountains Insurance Group (WTM) Is Up 6.8% After Surging Q4 Profitability And EPS Turnaround

White Mountains Insurance Group reported fourth-quarter 2025 revenue of US$1,603.8 million and net income of US$835.8 million, reversing a year-earlier loss and lifting earnings per share from a loss of US$50.78 to profit of US$327.23. For the full year 2025, revenue rose to US$3.74 billion and net income to US$1.11 billion, with earnings per share from continuing operations increasing from US$89.79 to US$430.14, highlighting a very large improvement in profitability. We’ll now examine how...
NasdaqGM:RUM
NasdaqGM:RUMInteractive Media and Services

Rumble (RUM) Valuation Check As Rumble Shorts Launch Targets Higher Engagement And Monetization

Rumble Shorts launch and why it matters for Rumble stock Rumble (RUM) has launched Rumble Shorts, a short form vertical video feed on the web, with mobile rollout pending app store approvals. This gives investors a fresh product to consider. The new format lets users swipe through videos of 90 seconds or less, tip creators through Rumble Wallet, and discover channels more easily. These features could influence how investors evaluate engagement and monetization potential. See our latest...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Is Coinbase (COIN) Turning Security Intelligence Into Its Core Competitive Edge In Crypto Infrastructure?

In late January 2026, Crypto ISAC and Coinbase announced an expanded integration that enables continuous, high-confidence sharing of Coinbase-sourced threat intelligence with the Crypto ISAC member community to help identify, disrupt, and mitigate sophisticated crypto-related attacks without exposing Coinbase customer data. This move highlights how Coinbase is positioning itself as a security-focused infrastructure partner, using automated, standards-based intelligence sharing to bolster...
NYSE:LMND
NYSE:LMNDInsurance

Is Lemonade (LMND) Using Tesla-Focused Autonomy Insurance To Redefine Its Long-Term Competitive Moat?

Lemonade recently launched autonomous car insurance tailored to Tesla vehicles equipped with Full Self-Driving, extending its AI-driven platform into a new corner of the auto market. This move deepens Lemonade’s push to pair advanced automation with insurance underwriting, while also supporting its broader ambitions for product and geographic expansion. Next, we’ll explore how entering Tesla’s autonomous insurance space could influence Lemonade’s investment narrative and long-term business...
NasdaqGS:ZBIO
NasdaqGS:ZBIOBiotechs

Does Zenas BioPharma (ZBIO) CEO’s Million‑Dollar Share Buy Reframe Management Credibility After Recent Setbacks?

Zenas BioPharma recently disclosed that CEO Lonnie Moulder purchased over US$1,000,000 of company shares after earlier disappointment over Phase 3 INDIGO results for obexelimab in Immunoglobulin G4-Related Disease and the announcement of a securities investigation by Pomerantz LLP. This combination of adverse clinical and legal headlines followed by a sizable insider buy has sharpened investor focus on management’s conviction and the future of Zenas’s autoimmune pipeline. We’ll now examine...
NasdaqGS:GT
NasdaqGS:GTAuto Components

Is It Time To Reassess Goodyear Tire & Rubber (GT) After Its Recent Share Price Rise?

If you are wondering whether Goodyear Tire & Rubber's current share price reflects its true worth, you are not alone. Many investors are asking if the recent moves are justified by underlying value. The stock last closed at US$10.54, with returns of 12.0% over 7 days, 14.2% over 30 days, 18.2% year to date and 25.5% over the past year, while the 3 year and 5 year returns stand at a 2.9% decline and a 25.1% decline respectively. Recent price action has put a spotlight on how the market...
NYSE:WST
NYSE:WSTLife Sciences

Is It Time To Revisit West Pharmaceutical Services (WST) After Recent Share Price Rebound?

If you are wondering whether West Pharmaceutical Services is fairly priced or offering value right now, looking at a clear, structured view of its valuation can help you decide how it fits into your watchlist. The share price closed at US$248.95, with a 7.7% gain over the last 7 days, while the 1 year return sits at a 22.3% decline and the year to date return is a 9.9% decline. Over the past month, the stock recorded a 9.6% decline, and over 3 and 5 year periods the returns are 7.4% and...
NYSE:UTZ
NYSE:UTZFood

Is Utz Brands (UTZ) Pricing Look Attractive After Multi‑Year Share Price Decline

If you are wondering whether Utz Brands at around US$10.98 is a bargain or fairly priced, this article will walk you through what the current share price might be implying. The stock has posted a 4.2% return over the last week and 10.5% over the last month, although it still shows a 6.7% return year to date and a 16.2% decline over the last year, extending to a 29.1% decline over three years and 53.6% over five years. Recent coverage of Utz Brands has focused on the company as a listed snack...
NYSE:PPG
NYSE:PPGChemicals

Why PPG Industries (PPG) Is Up 9.4% After Profit Rebound And Exclusive QCG Coatings Deal

PPG Industries recently reported past fourth-quarter 2025 results showing higher sales of US$3,914 million and a shift from a net loss to net income of US$300 million, alongside securing a sole-supplier refinish coatings agreement with Quality Collision Group’s more than 95 repair centers. Together with new 2026 earnings guidance and the launch of its UL 263-certified, low-VOC PPG STEELGUARD 652 fire protection coating, the company is emphasizing higher-margin technologies and deeper...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Assessing Carvana (CVNA) Valuation After Strong Q3 2025 Results And Confident Growth Guidance

Carvana (CVNA) is back in focus after reporting a strong Q3 2025, with higher retail units sold, revenue growth, and record operating income. This performance has led management to offer confident guidance for Q4. See our latest analysis for Carvana. The Q3 update and the recent expansion of same day delivery into the Eugene area come against a backdrop of a volatile share price, with a 25.25% 90 day share price return but a 12.83% decline over 30 days, while total shareholder return over the...
NasdaqGS:FORM
NasdaqGS:FORMSemiconductor

FormFactor (FORM) Valuation Check After Record Results And Strong AI Test Demand Guidance

FormFactor (FORM) has drawn fresh attention after releasing record fourth quarter and full year 2025 results, with earnings and revenue ahead of expectations and guidance that points to meaningfully higher first quarter 2026 revenue. See our latest analysis for FormFactor. The earnings beat and upbeat guidance appear to have reset expectations, with FormFactor’s 1 day share price return of 7.65% and 90 day share price return of 68.61% pointing to strong momentum. The 1 year total shareholder...