U.S. Pharma Stock News

Sphere Entertainment (SPHR) is back in focus after fourth quarter results topped analyst expectations, with higher revenue, positive net income and strong demand for immersive shows such as The Wizard of Oz at Sphere. See our latest analysis for Sphere Entertainment. The latest earnings surprise and ongoing analyst upgrades have arrived alongside a strong 90 day share price return of 47.44% and a 1 year total shareholder return of 140.79%. This suggests momentum has strengthened over both...

Balchem recently passed the “Caviar Cruise” quality investing screen, reflecting solid revenue and profit growth, high returns on invested capital, and strong free cash flow generation. The faster expansion in EBIT relative to revenue, alongside low debt and strong cash conversion, points to meaningful gains in operational efficiency and financial resilience. We’ll now examine how Balchem’s improved profitability and cash generation profile may influence the existing investment narrative...

Newmont (NYSE:NEM) is reporting record free cash flow as gold prices reach historic highs. The company is using this cash to reduce debt and repurchase shares, supported by its large, diverse portfolio. Management is focusing on operational discipline while the gold sector faces cost and production challenges. Newmont is one of the largest gold producers globally, with a broad mix of assets that gives it multiple sources of cash generation. With gold prices sitting at historic highs, that...

Urban Edge Properties recently reported full-year 2025 results showing revenue of US$471.94 million and net income of US$93.54 million, alongside an 11% increase in its annual common dividend to US$0.84 per share declared in February 2026. The combination of higher earnings, an increased dividend, and management’s guidance for 2026 net income highlights management’s confidence in the REIT’s cash flow profile and redevelopment-driven growth plans. We’ll now examine how the stronger 2025...

If you are wondering whether St. Joe is still reasonably priced after its recent run, this article walks through what the current share price might be implying about value. The stock most recently closed at US$71.11, with returns of 0.9% over 7 days, 8.7% over 30 days, 18.9% year to date, 50.0% over 1 year, 65.4% over 3 years and 44.9% over 5 years. This raises fair questions about how the current valuation stacks up. Recent news flow around St. Joe has mainly focused on its position in real...

Wondering if Advanced Micro Devices (AMD) is still reasonably priced after a strong run, or if you would be paying too much for growth today? The stock closed at US$203.08, with a 1 year return of 77.7% and a 3 year return of 164.5%. However, the 7 day, 30 day and year to date returns of 4.9%, 12.4% and 9.1% declines may have some investors reassessing the balance between upside and risk. Recent headlines around AMD have focused on its role in high performance computing and graphics and how...

Salesforce (CRM) is back in focus after a sustained share price slide. The stock has shown negative returns over the past week, month, and past 3 months, prompting investors to reassess expectations and valuation. See our latest analysis for Salesforce. Stepping back, Salesforce’s 1 day share price return of 2.86% decline and 30 day share price return of 18.85% decline have pulled the year to date share price return to a 27.34% decline. The 1 year total shareholder return of 43.61% decline...

Republic Services (NYSE:RSG) has amended its bylaws to expand its exclusive forum provision, affecting how and where certain shareholder disputes may be heard. The company has also appointed Ian Craig to its board, an executive known for work in digital transformation and sustainability. These governance moves are being assessed by investors for their implications on shareholder rights and long term corporate direction. Republic Services, a major US waste and environmental services...

Recently, American Eagle Outfitters drew heightened analyst attention as upward revisions to consensus earnings and sales estimates led Zacks to assign the company its top Rank #1 (Strong Buy) rating, while a separate decision to close a Massachusetts distribution facility will cut 103 jobs as part of a portfolio-focused restructuring. These developments come against a backdrop of relatively modest 2.2% annual revenue growth over the past three years and questions about capital allocation...

Sunrun recently saw increased investor activity ahead of its late-February 2026 earnings release, with options markets showing heavier call volumes and higher implied volatility as traders positioned around expectations for weaker earnings but stronger revenue. Despite ongoing concerns about leverage and profitability, recent upward revisions to analyst estimates suggest growing optimism about Sunrun’s near-term business prospects among market participants. With bullish options activity...

MillerKnoll (NasdaqGS:MLKN) has refinanced and replaced its existing term loan with a new long term facility. The new financing arrangement introduces updated interest margins and more flexibility around prepayment. The changes affect MillerKnoll's capital structure and could influence its financial flexibility going forward. MillerKnoll's refinancing lands at a time when the stock trades at $21.65, with a 12.2% return over the past 30 days and an 18.6% return year to date. Over a longer...

Cencora recently completed a US$3.00 billion public offering of unsecured senior notes with staggered maturities from 2029 to 2056, and plans to use most of the proceeds to repay short-term acquisition financing linked to its purchase of OneOncology. By replacing its 364-day term credit with longer-dated fixed-rate bonds, Cencora is reshaping its debt profile in a way that may reduce refinancing risk and improve balance sheet flexibility. Now we’ll explore how refinancing OneOncology-related...

Mastercard announced new collaborations with Ericsson and Cloudflare to broaden digital payments access and strengthen cybersecurity. The Ericsson partnership focuses on integrating digital payment solutions to support financial inclusion in underserved markets. The Cloudflare alliance targets development of cybersecurity tools for businesses, infrastructure, and governments globally. Mastercard (NYSE:MA) is taking a twin-track approach, tying together digital inclusion and security at a...

Palo Alto Networks recently reported fiscal second-quarter 2026 results, with revenue rising to US$2.59 billion and net income to US$432 million, while also issuing new guidance calling for fiscal third-quarter revenue of about US$2.94 billion and full-year fiscal 2026 revenue of roughly US$11.28 billion to US$11.31 billion. At the same time, the company cut its full-year adjusted earnings outlook to US$3.65–US$3.70 per share as integration and cost pressures from large acquisitions such as...

Gavin Baker has reduced his stake in GitLab (NasdaqGS:GTLB) while increasing positions in other software names. GitLab continues to invest in AI capabilities, including work on agentic AI use cases. The company is also presenting at a major technology conference, keeping it visible with enterprise and developer audiences. GitLab runs a DevSecOps platform that helps software teams plan, build, secure, and deploy code in one place. In a period when many companies are looking to streamline...

Zscaler unveiled its AI Security Suite after its ThreatLabz unit reported rising enterprise AI usage and critical gaps in how these tools are currently secured. The new suite targets security risks around AI deployments, including data exposure and model abuse, which have become a higher priority for regulators and large organizations. For investors watching NasdaqGS:ZS, this launch comes at a time when the stock is trading at $172.59 and has seen a 19.3% decline over the past 30 days. Over...

Carillon Eagle Small Cap Growth Fund recently highlighted Establishment Labs Holdings in its fourth-quarter 2025 investor letter as a leading contributor, citing robust post-FDA-approval demand, strong brand recognition, and clinical advantages. The fund also pointed to tight expense control and a path toward EBITDA profitability and cash flow positivity, underscoring growing confidence in Establishment Labs’ operational progress. We’ll now explore how this endorsement of Establishment Labs’...

If you are looking at Cadence Design Systems and wondering whether the recent price gives you fair value or not, this article will walk through what the numbers actually say. The stock last closed at US$283.46, after a 5.2% decline over the past week and a 10.7% decline over the past month, while still showing a 47.1% return over 3 years and 113.8% over 5 years. Recent moves in the share price are drawing renewed attention to how much investors are willing to pay for Cadence Design Systems...

NewAmsterdam Pharma has begun late stage RUBENS Phase 3 trials of obicetrapib in patients with Type 2 diabetes and metabolic syndrome. The company also plans to launch a new trial of obicetrapib in early Alzheimer's disease. These programs expand obicetrapib's potential use into major cardiometabolic and neurological conditions. For investors watching NasdaqGM:NAMS, these trial moves come as the stock trades at $35.24 and has returned 75.8% over the past year and 237.2% over the past five...

Latest FY 2025 Results Set the Stage for Knife River Knife River (KNF) just wrapped up FY 2025 with Q4 revenue of US$755.1 million and EPS of US$0.56, alongside net income of US$32 million that gives investors a clear read on recent profitability. The company has seen revenue move from US$657.2 million and EPS of US$0.41 in Q4 2024 to US$755.1 million and EPS of US$0.56 in Q4 2025, which feeds directly into trailing 12 month figures of US$3.1 billion in revenue and EPS of US$2.77. With a 5%...

Equitable Holdings recently declared quarterly cash dividends of US$0.27 per common share and payouts on its Series A and C preferred depositary shares, while also reporting lower fourth-quarter and full-year 2025 earnings compared with the prior year. On the same day, the company lifted its equity repurchase authorization by US$1.00 billion to US$4.30 billion, signaling continued focus on capital returns even after buying back US$854 million of stock in the fourth quarter of 2025 and...

John Paulson recently made a large reduction in his stake in Madrigal Pharmaceuticals, while the position still remains his largest holding. Madrigal Pharmaceuticals has approved significant equity inducement awards for new employees as part of recent hiring activity. These developments come as shares of NasdaqGS:MDGL last closed at $487.32. Madrigal Pharmaceuticals, trading under NasdaqGS:MDGL, is drawing attention as a major shareholder reshuffles exposure, while the stock trades at...

Why TAL Education Group Is On Investors’ Radar Today TAL Education Group (NYSE:TAL) has drawn fresh attention after recent share price moves, with the stock down 3.2% over the past day and showing weaker returns across the week, month, past 3 months, and year. See our latest analysis for TAL Education Group. The recent 1 day share price decline of 3.2% to US$10.89 extends a weaker trend, with a 7 day share price return of 11.25% and a 1 year total shareholder return decline of 24.9%,...

Planet Fitness (NYSE:PLNT) has signed a new franchise agreement with Impulso Gym to expand its footprint in Mexico. The company is growing its presence in markets where fitness club penetration is relatively low. Planet Fitness has also appointed Stephen Beard, an experienced executive in education and organizational transformation, to its board of directors. For investors, this move into Mexico highlights how Planet Fitness is focusing on international opportunities where gym membership...