U.S. Pharma Stock News

NasdaqGS:AEP
NasdaqGS:AEPElectric Utilities

American Electric Power Company (AEP) Earnings Growth And 17.2% Margin Reinforce Consensus Narratives

American Electric Power Company (AEP) has laid out a clear picture of its recent performance, with Q3 FY 2025 revenue of US$6.0 billion, basic EPS of US$1.82 and trailing twelve month EPS of US$6.86 supported by trailing net income of US$3.7 billion. The company has seen revenue move from US$4.6 billion in Q4 FY 2024 to US$5.1 billion in Q2 FY 2025 and US$6.0 billion in Q3 FY 2025. Over the same period, quarterly basic EPS ranged from US$1.25 in Q4 FY 2024 to US$2.29 in Q2 FY 2025 and US$1.82...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

Mondelez Faces Cocoa Costs And Europe Volumes As Valuation Stays Supportive

Mondelez International (NasdaqGS:MDLZ) is facing persistent cost pressures, with elevated cocoa prices and softer sales volumes in key European markets. In its latest quarterly update, management highlighted industry wide margin pressures and signaled adjustments to pricing and product strategies in Europe. The company is reworking its market approach in response to higher input costs and demand sensitivity among European consumers. For investors watching Mondelez International at a share...
NasdaqGS:QS
NasdaqGS:QSAuto Components

QuantumScape Pilot Line And OEM Deals Sharpen Solid State Battery Path

QuantumScape (NasdaqGS:QS) has launched its Eagle Line pilot production facility for solid state battery cells. The company has integrated its Cobra manufacturing process into this line to support scalable production capabilities. QuantumScape has expanded partnerships with major automotive OEMs, adding new customer agreements and extending its collaboration with Volkswagen’s PowerCo. QuantumScape focuses on developing solid state lithium metal batteries for electric vehicles, a segment...
NasdaqGS:EBC
NasdaqGS:EBCBanks

Assessing Eastern Bankshares (EBC) Valuation After Recent Share Price Momentum

Why Eastern Bankshares is on investors’ radar today Eastern Bankshares (EBC) has drawn attention after recent share performance, with the stock showing gains over the past month and past 3 months, prompting investors to reassess its valuation and earnings profile. See our latest analysis for Eastern Bankshares. While the share price slipped 0.5% over the last session, Eastern Bankshares has a 30 day share price return of 12.3% and a 90 day gain of 21.6%, alongside a 1 year total shareholder...
NasdaqGS:CSIQ
NasdaqGS:CSIQSemiconductor

A Look At Canadian Solar (CSIQ) Valuation After Japan Storage Milestone And U.S. Expansion Plans

Why this Japan storage project matters for Canadian Solar stock Canadian Solar (CSIQ) just switched on its first grid connected battery storage project in Japan, a 2 MW, 8.25 MWh system in Hokkaido that anchors a broader global storage push. For you as a shareholder or potential investor, this Japan milestone sits alongside new U.S. focused financing plans and asset restructuring. All of these elements may influence how the market reassesses Canadian Solar’s growth profile and risk mix. See...
NYSE:FBRT
NYSE:FBRTMortgage REITs

Franklin BSP Realty Trust (FBRT) Margin Compression Challenges Bullish Narratives After Q3 2025 Results

Franklin BSP Realty Trust (FBRT) has put out its latest FY 2025 numbers, reporting third quarter revenue of US$90.1 million and basic EPS of US$0.12. This gives investors a fresh look at how its commercial real estate loan portfolio is performing. Over the last few quarters, the trust has seen revenue move from US$55.0 million in Q4 2024 to US$52.0 million in Q1 2025, US$55.8 million in Q2 2025 and US$90.1 million in Q3 2025, while basic EPS shifted from US$0.29 to US$0.20, US$0.19 and then...
NYSE:NVR
NYSE:NVRConsumer Durables

How NVR’s New US$750 Million Buyback Authorization Will Impact NVR (NVR) Investors

In February 2026, NVR, Inc. announced that its Board of Directors authorized a new share repurchase program of up to US$750 million of common stock, with no expiration date, to be executed in the open market or through privately negotiated transactions. This authorization extends a buyback approach NVR has followed since 1994, underlining the company’s long-running use of repurchases as a tool to return capital to shareholders. Next, we’ll explore how this renewed US$750 million repurchase...
NYSE:AVA
NYSE:AVAIntegrated Utilities

Avista Dividend Streak Continues As Clean Energy Spending Shapes Valuation

Avista (NYSE:AVA) has declared an increase to its quarterly dividend, extending its streak of annual dividend growth to 24 consecutive years. The company also released a new long term resource plan that includes major investments in clean energy projects and grid reliability initiatives. Both moves were announced together, underscoring Avista's focus on shareholder payouts alongside system upgrades and cleaner power sources. Avista enters this phase of capital planning with its shares at...
NYSE:BE
NYSE:BEElectrical

How AI-Driven Backlog Surge and Bold 2026 Targets Could Impact Bloom Energy (BE) Investors

Earlier in February 2026, Bloom Energy reported fourth-quarter 2025 revenue of US$777.68 million and full-year revenue of US$2.02 billion, alongside a small quarterly net profit but a full-year net loss of US$88.43 million. The company paired these results with full-year 2026 revenue guidance of US$3.1 billion to US$3.3 billion and highlighted a very large product backlog linked to rising power needs from artificial intelligence data centers. We will now examine how this AI-driven backlog...
NYSE:BRK.B
NYSE:BRK.BDiversified Financial

Is Berkshire Hathaway (BRK.B) Undervalued After Recent Stable Share Price Performance

How Berkshire Hathaway Stock Has Been Performing Berkshire Hathaway (BRK.B) has delivered mixed recent returns, with a 1 day move close to flat, a small decline over the past week, and modest gains over the past month. Over the past 3 months, the stock shows a roughly 2% decline, while its 1 year total return sits just above 4%. Looking further back, 3 year and 5 year total returns are in positive territory. At a last close of US$500.01, Berkshire Hathaway’s market performance sits alongside...
NYSE:WCN
NYSE:WCNCommercial Services

Waste Connections (WCN) Margin Expansion Reinforces Bullish Narratives Despite Premium P/E

Waste Connections (WCN) has wrapped up FY 2025 with Q4 revenue of US$2.4b and basic EPS of US$1.01, while trailing 12 month figures show revenue of US$9.5b and EPS of US$4.18. Over recent quarters the company has seen revenue move from US$2.23b in Q1 2025 to US$2.41b in Q2, US$2.46b in Q3 and US$2.37b in Q4. Quarterly EPS ranged from US$0.94 to US$1.12 over the same period. With trailing net margin sitting at 11.4% versus 6.9% a year earlier, this set of results places profitability and the...
NYSE:NUVB
NYSE:NUVBPharmaceuticals

How Investors May Respond To Nuvation Bio (NUVB) Expanding Safusidenib Into a Phase 3 Glioma Trial

In February 2026, Nuvation Bio announced that its global SIGMA (G203) study of safusidenib for IDH1‑mutant astrocytoma had been expanded into a Phase 3 maintenance trial, broadening eligibility to grades 2–4 high‑risk tumors after standard treatment and increasing planned enrollment from 100 to 300 patients across the U.S., Australia and China. The amended protocol also adds a non‑pivotal, single‑arm cohort in chemotherapy‑ and radiotherapy‑naïve grade 3 IDH1‑mutant oligodendroglioma, which...
NasdaqGM:CRSP
NasdaqGM:CRSPBiotechs

Is CRISPR Therapeutics (CRSP) Turning CASGEVY Momentum Into a Broader Gene-Editing Platform Edge?

CRISPR Therapeutics recently reported ongoing progress across its gene-editing pipeline, highlighting advances in clinical and preclinical programs such as zugo-cel for autoimmune disease and oncology, alongside continued global uptake of its approved therapy CASGEVY for severe sickle cell disease and transfusion-dependent beta thalassemia. An interesting aspect of this update is how the company is pairing commercial traction for CASGEVY with earlier-stage in vivo gene editing and siRNA...
NYSE:QSR
NYSE:QSRHospitality

Restaurant Brands China JV Adds New Angle To QSR Valuation Story

Restaurant Brands International (NYSE:QSR) has completed its joint venture with CPE to expand Burger King in China. The agreement grants exclusive rights to develop the Burger King brand in China for the next 20 years. The partners plan an accelerated expansion of Burger King locations supported by significant new investment. For Restaurant Brands International, which trades at $66.35, this joint venture is a new element in its global growth plans. The stock is up 3.7% over the past year...
NYSE:LLY
NYSE:LLYPharmaceuticals

Eli Lilly Uses GLP 1 Cash Flows To Pursue Next Wave RNA Therapies

Eli Lilly (NYSE:LLY) announced an agreement to acquire Orna Therapeutics, a company focused on circular RNA based medicines. The deal brings Orna's in vivo cell therapy and genetic medicine platform into Lilly's pipeline of drug development programs. The transaction is framed as an expansion beyond Lilly's existing obesity and diabetes franchise into autoimmune and genetic disease treatment research. For you as an investor, this move adds a new angle to the NYSE:LLY story, which many people...
NasdaqGS:MAT
NasdaqGS:MATLeisure

Is Mattel (MAT) Trading Near $X Because Its 2026 IP Bet Is Overshadowing Buybacks?

Mattel recently reported fourth-quarter and full-year 2025 results that showed higher quarterly sales but lower profit, issued cautious 2026 earnings guidance, and authorized a new US$1.50 billion share repurchase program running through 2028. At the same time, the company is pushing an IP-focused transformation, unveiling extensive 2026 innovation for Hot Wheels and Thomas & Friends, expanding its Formula 1 collaboration, and moving to acquire full ownership of mobile games studio Mattel163...
NasdaqGS:EXC
NasdaqGS:EXCElectric Utilities

Exelon (EXC) Margin Expansion Reinforces Earnings Focus After FY 2025 Q3 Results

Exelon (EXC) has just turned in its FY 2025 third quarter scorecard, reporting revenue of US$6.7b and basic EPS of US$0.87, with the latest trailing twelve month figures showing revenue of US$24.3b and EPS of US$2.80 alongside 16.1% earnings growth and a net margin shift from 10.6% to 11.6% over the past year. The company has seen revenue move from US$22.8b to US$24.3b on a trailing basis over recent quarters, while EPS on the same basis moved from US$2.42 to US$2.80. This sets up a story...
NasdaqGS:SLAB
NasdaqGS:SLABSemiconductor

Is It Too Late To Consider Silicon Laboratories (SLAB) After Its Sharp Share Price Rally

If you are wondering whether Silicon Laboratories at around US$207 a share is priced attractively or not, the key is to understand what the current valuation is actually baking in. The stock shows returns of 0.9% over 7 days, 41.3% over 30 days, 56.9% year to date and 37.6% over 1 year, which naturally raises questions about how much of the story is already reflected in the price and what that might mean for future risk and reward. Recent coverage has focused on Silicon Laboratories as a...
NYSE:XPEV
NYSE:XPEVAuto

XPeng (XPEV) Valuation Check After New Global EV Charging Payment Partnership With Antom

XPeng (XPEV) is in focus after launching start and stop charging payments in its app for Hong Kong, using Antom’s global payments platform to streamline EV charging and broaden its international reach. See our latest analysis for XPeng. These charging payment upgrades land after a busy few months for XPeng, including January deliveries of 20,011 vehicles, and come as the 7 day share price return of 4.86% contrasts with a 90 day share price return decline of 29.23% and a 1 year total...
NYSE:APTV
NYSE:APTVAuto Components

How Aptiv’s 2025 Profit Dip and Massive Buyback Will Impact Aptiv (APTV) Investors

Aptiv PLC recently reported fourth-quarter 2025 results, with sales rising to US$5,153 million while net income fell to US$138 million, alongside guidance for 2026 calling for up to US$21.82 billion in sales and up to US$1.37 billion in net income. The company also completed a large share repurchase program, retiring 18.91% of its shares for US$2.92 billion, which could influence earnings per share and capital allocation perceptions. We’ll now examine how Aptiv’s weaker quarterly...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Arm Holdings’ AI And Data Center Pivot Puts Recent Valuation Assumptions In The Spotlight

Arm Holdings (NasdaqGS:ARM) is back in focus after its latest earnings update and guidance, which underline a clear tilt toward data center and artificial intelligence workloads as key revenue drivers. See our latest analysis for Arm Holdings. Arm’s share price has been volatile around the recent earnings and guidance, with a 1-week share price return of 10.2% and a 30-day gain of 13.31%. However, a 1-year total shareholder return of a 25.87% decline signals that momentum has cooled from...
NYSE:CW
NYSE:CWAerospace & Defense

Curtiss Wright (CW) EPS Beat Reinforces Bullish Earnings Narrative Despite Rich 51x P/E

Curtiss-Wright (CW) has wrapped up FY 2025 with fourth quarter revenue of US$947 million and basic EPS of US$3.71, alongside net income of US$137 million as investors weigh what these numbers say about the full year. Over recent periods, the company has seen quarterly revenue range from US$806 million to US$947 million and basic EPS move from US$2.69 to US$3.71, while trailing twelve month EPS stands at US$12.94 and revenue at about US$3.5 billion. This sets the backdrop for how you read this...
NasdaqGS:CDNS
NasdaqGS:CDNSSoftware

Cadence ChipStack AI Super Agent Targets Faster Design And Deeper Adoption

Cadence Design Systems (NasdaqGS:CDNS) has introduced its ChipStack AI Super Agent, an AI-driven tool for automating chip design and verification workflows. The solution is being used by major semiconductor clients, including NVIDIA, Qualcomm, and Altera. Cadence says ChipStack AI Super Agent can deliver up to tenfold gains in design productivity and works across cloud and on premises environments. Cadence Design Systems, known for its electronic design automation and semiconductor IP, is...
NasdaqGS:SOLS
NasdaqGS:SOLSChemicals

Solstice Advanced Materials (SOLS) Margin Compression Challenges Bullish Growth Narrative

Solstice Advanced Materials (SOLS) capped FY 2025 with Q4 revenue of US$987 million and basic EPS of US$0.26, alongside trailing twelve month revenue of US$3.9 billion and EPS of US$1.49 that sits against a 3.1% revenue increase and a trailing net margin that has moved from 15.8% to 6.1% over the past year. The company has seen revenue move from US$3.6 billion to around US$3.9 billion on a trailing basis while net income shifted from US$621 million to US$237 million, setting up a picture...