U.S. Pharma Stock News

NYSE:BRBR
NYSE:BRBRPersonal Products

BellRing Brands Faces CEO Exit And Lawsuit As Thesis Under Review

BellRing Brands (NYSE:BRBR) announced the retirement of CEO Darcy Davenport, effective on a timeline that has drawn investor attention. The company is also facing a newly filed securities class action lawsuit alleging nondisclosure of material information to shareholders. Both developments arrive close together, raising questions about leadership continuity and legal overhang for the business. BellRing Brands, known for ready to drink protein shakes and nutrition products, operates in a...
NYSE:D
NYSE:DIntegrated Utilities

How Investors Are Reacting To Dominion Energy (D) Resuming Offshore Wind Construction After Regulatory Clearance

Dominion Energy’s previously halted offshore wind projects were cleared by U.S. authorities to resume construction, easing regulatory uncertainty around these large-scale renewable developments and occurring against a backdrop of ongoing dividend payments and governance updates. This renewed regulatory clarity is particularly significant given Dominion Energy’s role as a major supplier of electricity to Virginia’s data center hub and its broader carbon-free power ambitions. We’ll now examine...
NasdaqGS:JKHY
NasdaqGS:JKHYDiversified Financial

Jack Henry And Associates (JKHY) Margin Improvement Challenges Slower Growth Narrative

Jack Henry & Associates (JKHY) just posted its Q2 2026 numbers, with revenue of US$619.3 million and basic EPS of US$1.72, alongside net income of US$124.7 million. The company has seen revenue move from US$573.8 million in Q2 2025 to US$619.3 million in Q2 2026, while basic EPS went from US$1.34 to US$1.72 over the same stretch. This performance is supported by trailing twelve month EPS of US$6.98 on revenue of US$2.5 billion, and highlights an increasingly important story about how margins...
NYSE:MLI
NYSE:MLIMachinery

Assessing Mueller Industries (MLI) Valuation After Record 2025 Earnings And Recent Share Price Pullback

Mueller Industries (MLI) is back in focus after reporting record 2025 results, with sales of US$4.18b and net income of US$765.19m, alongside year over year gains in fourth quarter revenue and profit. See our latest analysis for Mueller Industries. Despite reporting record 2025 earnings and finishing the year with a strong cash position, Mueller Industries’ recent share price return has cooled. Over the past 7 days the share price has declined 14.76%, and the 1 day share price return shows a...
NasdaqGS:HOPE
NasdaqGS:HOPEBanks

Hope Bancorp (HOPE) Is Up 7.8% After Strong Q4 Earnings And Dividend Update Has The Bull Case Changed?

Hope Bancorp, Inc. recently reported fourth-quarter 2025 results, with net interest income rising to US$127.41 million and net income reaching US$34.47 million, alongside a US$0.14 per-share quarterly dividend payable on or about February 20, 2026 to shareholders of record on February 6, 2026. Management highlighted that growth in core customer relationships, disciplined deposit cost management and successful integration of its Hawaii acquisition underpinned higher earnings and improved core...
NYSE:CSL
NYSE:CSLBuilding

Carlisle Companies (CSL) Margin Compression Challenges Bullish Earnings Narratives

Carlisle Companies (CSL) closed out FY 2025 with Q4 revenue of US$1,127.7 million and basic EPS of US$3.21, alongside net income excluding extra items of US$133.4 million. This gives investors a clear view of its core earnings power. Over the last six reported quarters, the company has seen quarterly revenue move between US$1,095.8 million and US$1,449.5 million, while basic EPS has ranged from roughly US$3.16 to US$5.93. This sets the backdrop for how the latest results fit into its recent...
NYSE:U
NYSE:USoftware

Unity Software (U) Valuation Check After Prolonged Share Price Weakness

Unity Software: recent performance snapshot Unity Software (U) has been under pressure recently, with the stock showing declines over the past week, month, and past 3 months, and a year to date return of around a 44% decline. Over the past year, the stock has delivered a total return of about an 18% decline, while the 3 year and 5 year total returns sit at roughly 31% and 80% declines. These figures set the backdrop for reviewing Unity’s current fundamentals. See our latest analysis for Unity...
NYSE:RMD
NYSE:RMDMedical Equipment

ResMed Builds Digital Sleep Apnea Ecosystem As Investors Track Valuation

ResMed (NYSE:RMD) is expanding its digital health ecosystem around sleep apnea diagnosis and treatment, supported by tools such as myAir, AirView, and Brightree. Recent developments in wearable screening devices and new FDA approvals are broadening access to sleep apnea testing and connecting more patients to ResMed's digital platform. Following a major competitor recall, ResMed has strengthened its position in the CPAP market, reinforcing its role in long-term respiratory care. For...
NasdaqGS:DRS
NasdaqGS:DRSAerospace & Defense

Is Leonardo DRS (DRS) Using Saudi Localization To Quietly Redefine Its Defense Moat?

Leonardo DRS recently signed a Memorandum of Agreement with Saudi Arabian Military Industries and Advanced Electronic Company to explore in-country collaboration and production of advanced situational awareness and vehicle-mounted combat computing technologies supporting Saudi Arabia's military modernization efforts. This move extends Leonardo DRS's reach across the Middle East and North Africa, highlighting how localized production and interoperability are becoming central to defense...
NYSE:AVY
NYSE:AVYPackaging

Avery Dennison (AVY) Margin Slippage To 7.8% Tests Bullish Earnings Growth Narrative

Avery Dennison (AVY) has rounded out FY 2025 with Q4 revenue of US$2.3b and basic EPS of US$2.15 on net income of US$166.4m, while trailing twelve month revenue sits at US$8.9b and EPS at US$8.79. The company has seen quarterly revenue move from US$2.19b in Q4 2024 to US$2.27b in Q4 2025, with basic EPS moving from US$2.16 to US$2.15 over the same period, and a trailing twelve month net margin that has eased slightly to 7.8%. This sets up a results season in which investors will be weighing...
NYSE:MGM
NYSE:MGMHospitality

MGM Resorts (MGM) Margin Rebound In Q4 Challenges Bears On Profitability Concerns

MGM Resorts International (MGM) closed out FY 2025 with fourth quarter revenue of US$4.6 billion and basic EPS of US$1.10, alongside net income of US$293.6 million, putting a clean set of headline numbers in front of investors. Over recent quarters, the company has seen revenue move from US$4.3 billion in Q4 2024 to US$4.3 billion in Q1 2025, US$4.4 billion in Q2, US$4.3 billion in Q3 and back to US$4.6 billion in Q4. Quarterly basic EPS shifted from US$0.52 to US$0.52, US$0.18, a loss of...
NYSE:CWT
NYSE:CWTWater Utilities

California Water Service Group Gains Policy Seat While Valuation Signals Mixed Picture

California Water Service Group Chairman and CEO Marty Kropelnicki has joined the newly formed CalCEO Council. The council brings together 22 CEOs from across California to advise on statewide economic policy and community affordability. The move signals a broader policy role for California Water Service Group beyond its core utility operations. For you as an investor watching NYSE:CWT, this development puts the company in a more visible policy seat at the state level. With the share price...
NYSE:KVUE
NYSE:KVUEPersonal Products

Is It Time To Reconsider Kenvue (KVUE) After The Johnson & Johnson Spin Off?

Wondering whether Kenvue shares offer good value at around US$18.01, or if the price already reflects most of the story? This article walks through what the numbers say so you can decide how it fits your portfolio. Over the shorter term, Kenvue's share price return sits at 3.9% over 7 days and 7.1% over 30 days, while the year to date return is 4.0% and the 1 year return is a 9.6% decline. Recent headlines around Kenvue have focused on its position as a standalone consumer health company and...
NYSE:SNA
NYSE:SNAMachinery

Snap-on (SNA) Valuation Check After Recent Share Price Momentum And Conflicting Fair Value Signals

Snap-on (SNA) is on investor watchlists after recent trading saw the stock close at $382.91, with returns of 1.2% over the past day and 8.1% over the past month. See our latest analysis for Snap-on. Those recent moves sit within a steady trend, with a 90 day share price return of 12.2% and year to date share price return of 9.1%. The 1 year total shareholder return is 10.5% and the 5 year total shareholder return is 129.8%, suggesting momentum has been building over both short and longer...
NasdaqGS:ENSG
NasdaqGS:ENSGHealthcare

A Look At Ensign Group (ENSG) Valuation After Strong 2025 Earnings And New Facility Acquisitions

Ensign Group (ENSG) has drawn fresh attention after reporting fourth quarter 2025 earnings and announcing new skilled nursing acquisitions in Texas, Wisconsin and Arizona, expanding its footprint to 378 healthcare facilities across 17 states. See our latest analysis for Ensign Group. Against this backdrop of fresh earnings and new facilities coming in, Ensign Group’s share price has eased in the short term, with a 30 day share price return of a 1.89% decline and a 90 day share price return of...
NasdaqGS:DPZ
NasdaqGS:DPZHospitality

Assessing Domino’s Pizza (DPZ) Valuation After Mixed Recent Share Price Momentum

Domino's Pizza stock: recent performance snapshot Domino's Pizza (DPZ) has drawn investor attention after a mixed stretch, with a 1 day return near flat, a small decline over the past week, and a further pullback over the past month. See our latest analysis for Domino's Pizza. With the share price at US$401.73, Domino's Pizza has seen short term share price momentum cool, while the 1 year total shareholder return of 10.25% decline contrasts with a positive 18.62% total shareholder return over...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Assessing Coupang (CPNG) Valuation After Data Breach Fallout And CEO Resignation

Trigger event and why Coupang is back in focus Coupang (CPNG) is back on many investors' radars after a massive data breach affecting 33.7 million accounts, a CEO resignation, regulatory probes, and multiple class action investigations raised fresh questions around cybersecurity and governance. See our latest analysis for Coupang. Those legal and regulatory headlines have come alongside weaker recent momentum, with a 30 day share price return of a 15.03% decline and a year to date share price...
NYSE:HLI
NYSE:HLICapital Markets

Does Houlihan Lokey (HLI) Pairing Higher Earnings With Buybacks Reveal Its Core Capital Strategy?

In late January 2026, Houlihan Lokey reported higher third-quarter net income and earnings per share year over year, declared a US$0.60 quarterly dividend, completed a US$221.73 million share repurchase program, and announced further senior hires in its European Industrials and Business Services teams. These developments highlight the firm’s emphasis on capital returns to shareholders while broadening its European sector coverage in areas such as specialty distribution and IT services. We’ll...
NYSE:AMTM
NYSE:AMTMProfessional Services

A Look At Amentum Holdings (AMTM) Valuation After Recent Nuclear Contract Wins

Amentum Holdings (AMTM) is back in focus after a series of nuclear sector wins, including fresh contract awards with Electricite de France and new build planning work in the Netherlands, as well as involvement in a nuclear waste borehole demonstration. See our latest analysis for Amentum Holdings. Those nuclear wins have coincided with a sharp pickup in momentum, with a 90 day share price return of 67.28% and a 1 year total shareholder return of 60.71% from a last close of $36.45. Recent...
NYSE:NRP
NYSE:NRPOil and Gas

Does NRP’s “Fortress” Balance Sheet Goal and Carbon Storage Optionality Reshape Its Investment Narrative?

Natural Resource Partners L.P. has highlighted its ongoing progress toward a “fortress” balance sheet built around durable mineral assets, consistent free cash flow, and a target of US$30 million in cash with no permanent debt, a goal it had expected to reach within about a year at the time of the commentary. Beyond its extensive coal-focused mineral portfolio, the partnership also controls substantial unleased carbon sequestration pore space, which could provide an additional longer-term...
NYSE:HPE
NYSE:HPETech

Is HPE’s (HPE) Private AI Push in Healthcare and Telecom Reframing Its Enterprise Edge Strategy?

In late January 2026, Iterate.ai and TD SYNNEX launched Generate for Healthcare, an AI-powered claims recovery solution running on HPE Private Cloud AI and HPE ProLiant DL380a Gen12 servers, while HPE also announced a private AI platform collaboration with New Zealand telecom operator 2degrees. Together, these moves highlight how HPE is embedding its AI infrastructure into high-value healthcare and telecom workflows, tying its technology directly to customer revenue recovery, network...
NasdaqGS:FORM
NasdaqGS:FORMSemiconductor

Is It Too Late To Consider FormFactor (FORM) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether FormFactor’s share price still represents good value after a strong run, you are not alone. This article is designed to help you frame that question clearly. FormFactor closed at US$71.57 recently, with a 1.4% decline over the last week, a 14.2% gain over 30 days, a 20.9% return year to date, 74.1% over 1 year and 147.3% over 3 years. This naturally raises questions about what is already priced in. These moves sit against a backdrop of ongoing interest in...
NasdaqCM:MLTX
NasdaqCM:MLTXBiotechs

MoonLake Immunotherapeutics (MLTX) Is Down 7.5% After FDA Fast Track Nod For Sonelokimab In PPP – Has The Bull Case Changed?

Recently, MoonLake Immunotherapeutics reported that the FDA’s Dermatology Division granted Fast Track designation to sonelokimab for moderate-to-severe palmoplantar pustulosis, following supportive Phase 2 LEDA data, while analysts responded divergently to the company’s broader pipeline outlook after the past VELA-2 trial failure in hidradenitis suppurativa. This mix of accelerated regulatory attention for palmoplantar pustulosis and elevated approval risk for hidradenitis suppurativa puts...
NasdaqGS:DOX
NasdaqGS:DOXIT

Is Amdocs (DOX) Now An Opportunity After Recent Share Price Weakness?

If you are wondering whether Amdocs at around US$73 is a bargain or a value trap, you are asking the right question for this stock right now. The share price is at US$73.06, with returns of a 10.7% decline over the last week, a 9.8% decline over the last month, an 8.9% decline year to date, a 15.0% decline over 1 year, and a 4.2% gain over 5 years. These moves could change how investors view both risk and opportunity. Recent coverage of Amdocs has focused on its role as a software and...