U.S. Pharma Stock News

NYSE:SRE
NYSE:SREIntegrated Utilities

Sempra (SRE) Q1 Net Income Jump Tests Bullish Growth Narratives

Sempra (SRE) has opened 2026 with Q1 revenue of US$3.7b and basic EPS of US$1.59, putting fresh numbers on the table for investors tracking the stock at US$91.57. Over recent quarters, the company has seen quarterly revenue move between US$3.0b and US$3.8b, while basic EPS has ranged from about US$0.12 to US$1.59. This has taken place against a backdrop of earnings growth forecasts at roughly 15% per year and recent margin compression from 21.9% to 14.2%. The latest print therefore focuses...
NasdaqGM:PSNY
NasdaqGM:PSNYAuto

Is Polestar’s New Geotab Tie-Up Quietly Reframing Its Fleet EV Strategy Narrative (PSNY)?

Earlier this week, Geotab announced it has integrated all Polestar models into its global OEM telematics network, allowing fleet operators across North America, Europe, and Asia Pacific to access near-real-time Polestar vehicle data in MyGeotab without aftermarket hardware. This hardware-free, OEM-embedded connection positions Polestar as a more attractive option for mixed-fleet EV adoption, giving commercial customers unified visibility over battery health, charging, maintenance, and...
NasdaqGS:PTC
NasdaqGS:PTCSoftware

PTC (PTC) Margins Surge To 41.6% Trailing Profit Challenging Cautious Earnings Narratives

PTC (PTC) has put up a punchy Q2 2026 print, with revenue of US$774.3 million and basic EPS of US$5.00 anchored by net income of US$590.7 million. This comes against a backdrop of trailing 12 month revenue of about US$3.0 billion and basic EPS of US$10.45. Over recent quarters the company has seen revenue move from US$636.4 million in Q2 2025 to US$774.3 million in Q2 2026, while basic EPS has shifted from US$1.35 to US$5.00 over the same period. This sets the scene for investors to focus on...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

How BWX Technologies’ Raised Outlook and Nuclear Acquisition Plans Will Impact BWX Technologies (BWXT) Investors

In early May 2026, BWX Technologies, Inc. reported first-quarter 2026 results showing sales of US$860.22 million and net income of US$91.07 million, alongside a quarterly dividend of US$0.27 per share and a modestly raised full-year revenue outlook above US$3.75 billion. The company also announced plans to acquire Precision Components Group, LLC to expand its U.S. commercial nuclear manufacturing capacity, highlighting management’s focus on building out capabilities to meet growing nuclear...
NasdaqGS:CRDO
NasdaqGS:CRDOSemiconductor

Credo Patent Truce And Hyperscaler Wins Reframe AI Connectivity Role

Credo Technology Group Holding (NasdaqGS:CRDO) has settled major patent disputes, reducing legal uncertainty around its core technologies. The company is being rapidly adopted by leading hyperscalers such as Amazon and Microsoft as a connectivity provider for AI data center infrastructure. These developments reshape Credo's risk profile and business model beyond prior focus areas like valuation, quarterly results, or analyst opinions. Credo focuses on high speed connectivity solutions that...
NasdaqGS:APA
NasdaqGS:APAOil and Gas

APA (APA) Margin Strength In Q1 EPS Reinforces Bullish Profitability Narratives

APA (APA) opened Q1 2026 with total revenue of US$2.3 billion and basic EPS of US$1.26, supported by trailing 12 month revenue of US$8.4 billion and EPS of US$4.30 that coincide with net margin improving to 18.3% from 10%. The company has seen trailing 12 month net income move from US$804 million a year ago to US$1.5 billion, while earnings grew 50.4% over that period. For investors weighing a roughly 2.8% dividend yield, a low P/E multiple and richer margins against forecasts for modest...
NasdaqGS:OSUR
NasdaqGS:OSURMedical Equipment

OraSure Technologies (OSUR) Loss Worsening In Q1 2026 Challenges Bullish Margin Narratives

OraSure Technologies (OSUR) opened 2026 with Q1 revenue of US$27.9 million and a basic EPS loss of US$0.32, alongside a trailing twelve month revenue base of US$113.0 million and a basic EPS loss of US$1.04. Over recent quarters the company has seen revenue move from US$29.9 million in Q1 2025 and US$37.4 million in Q4 2024 to the latest US$27.9 million print. Quarterly basic EPS losses shifted from US$0.21 and US$0.14 in those periods to US$0.32, so investors are likely to focus on how...
NasdaqGS:BHF
NasdaqGS:BHFInsurance

Brighthouse Financial (BHF) Q1 Loss Of US$792m Tests Bullish Profitability Narratives

Brighthouse Financial (BHF) opened 2026 with Q1 revenue of US$1.5b and a basic EPS loss of US$13.72, alongside net income excluding extra items of a US$792m loss. On a trailing 12 month basis, revenue stood at US$6.1b with a basic EPS loss of US$2.92 and a US$167m net loss. Over recent quarters the company has seen revenue move from US$2.4b in Q1 2025 to US$1.9b in Q4 2025 and US$1.5b in Q1 2026. Basic EPS has ranged from a loss of US$5.05 in Q1 2025 to a profit of US$10.80 in Q4 2024 before...
NasdaqGS:ATNI
NasdaqGS:ATNITelecom

ATN International (ATNI) EPS Loss Persists And Tests Bullish Profit-Recovery Narrative

ATN International (ATNI) opened 2026 with Q1 revenue of US$182.2 million and a basic EPS loss of US$0.18, while trailing 12 month revenue stood at US$730.9 million against a net loss of US$14.9 million. Over recent quarters, revenue has moved in a tight band between US$179.3 million and US$184.2 million. During the same period, basic EPS has swung from a profit of US$0.18 in Q3 2025 to losses of US$0.56 in Q2 2025 and US$0.32 in Q4 2025. This sets up a quarter where investors are focused less...
NYSE:MTB
NYSE:MTBBanks

M&T Bank Weighs In Footprint Deals To Deepen Regional Strength

M&T Bank is actively assessing targeted acquisitions within its 13 state footprint to increase regional scale. The company is focusing on adding density in existing markets rather than pursuing a national expansion strategy. This comes as regulators appear more open to bank mergers, creating a more supportive backdrop for deals. M&T Bank (NYSE:MTB) is sharpening its focus on regional growth, with management exploring acquisitions that fit within its existing footprint instead of chasing...
NasdaqCM:NVEC
NasdaqCM:NVECSemiconductor

NVE (NVEC) Net Margin Near 58% Tests Bearish Profitability Narratives

FY 2026 earnings snapshot and how the stories stack up NVE (NVEC) has just wrapped up FY 2026 with fourth quarter revenue of US$7.7 million and basic EPS of US$1.02, set against trailing twelve month revenue of US$26.3 million and EPS of US$3.14 as the stock trades at US$88.59. Over recent quarters the company has seen revenue range from US$6.1 million to US$7.7 million and quarterly EPS move between US$0.68 and US$1.02. This gives investors a clearer read on how the topline and per share...
NasdaqGM:MIRM
NasdaqGM:MIRMBiotechs

Mirum Pharmaceuticals (MIRM) Posts Huge US$790 Million Loss Challenging Bullish Profitability Narrative

Mirum Pharmaceuticals (MIRM) just posted Q1 2026 results with revenue of US$159.9 million, a basic EPS loss of US$13.43 and net income loss excluding extra items of US$790.2 million. The company has reported quarterly revenue of US$99.4 million in Q4 2024, US$111.6 million in Q1 2025, US$127.8 million in Q2 2025, US$133.0 million in Q3 2025 and US$148.9 million in Q4 2025, while EPS over those periods ranged between a loss of US$0.50 and a profit of US$0.06. For investors, a key focus this...
NasdaqGS:ROIV
NasdaqGS:ROIVBiotechs

Baron Fund Puts Spotlight On Roivant’s Brepocitinib And Valuation Gap

Baron Health Care Fund recently highlighted Roivant Sciences (NasdaqGS:ROIV) for positive Phase 2 results of brepocitinib in cutaneous sarcoidosis. The fund called brepocitinib's data a potential major catalyst and suggested the market may be underestimating the drug's franchise value. This public endorsement draws fresh attention to Roivant's pipeline beyond earlier discussions about its valuation or analyst coverage. Roivant Sciences focuses on developing and commercializing therapies...
NasdaqGM:FRPT
NasdaqGM:FRPTFood

Freshpet (FRPT) Valuation Check After First Quarter Profit Turnaround And Brand Campaign Launch

Why Freshpet’s latest earnings matter for investors Freshpet (FRPT) just posted first quarter results showing sales of US$297.64 million and net income of US$48.51 million, compared with a net loss a year earlier. This has drawn fresh attention to the stock. See our latest analysis for Freshpet. Freshpet’s latest results and brand campaign land against a weaker price backdrop, with a 30 day share price return of 11.37% and a 1 year total shareholder return decline of 31.9%, suggesting longer...
NYSE:CMG
NYSE:CMGHospitality

Is Chipotle Mexican Grill (CMG) Attractive After A 35% One-Year Share Price Slide?

Curious whether Chipotle Mexican Grill at around US$33.27 is a bargain or still priced for perfection? This breakdown will help you put the current stock price into context. Over the last week the stock posted a 2.1% decline, and over the past year it has returned a 35.3% decline, which may have some investors questioning whether sentiment has shifted or if there is a potential opening. Recent coverage has focused on Chipotle's position as a major US fast-casual restaurant chain and how its...
NYSE:MDU
NYSE:MDUGas Utilities

MDU Resources Group (MDU) Q1 Margin Stability Tests Bullish Earnings Growth Narrative

MDU Resources Group (MDU) opened 2026 with Q1 revenue of $606 million and basic EPS of $0.39, while trailing 12 month revenue stood at about $1.8 billion and EPS at $0.93. This sets a clear baseline for how the business is currently earning its way. The company has seen quarterly revenue shift from $674.8 million in Q1 2025 to $606 million in Q1 2026, with basic EPS moving from $0.40 to $0.39 over the same period. This gives investors a straightforward read on how recent trading compares with...
NasdaqGS:GERN
NasdaqGS:GERNBiotechs

Can Geron’s (GERN) Narrowing Losses Reframe Expectations For Its Blood Cancer Earnings Potential?

Geron Corporation has already reported first-quarter 2026 results, with revenue rising to US$51.84 million from US$39.6 million and net loss narrowing to US$3.64 million from US$19.84 million a year earlier, while also outlining upcoming May investor conference presentations on its blood cancer programs. The sharp reduction in quarterly net loss and loss per share, achieved alongside higher revenue, highlights how Geron’s commercial ramp is affecting its income statement. We’ll now examine...
NYSE:LNC
NYSE:LNCInsurance

Lincoln National (LNC) Q1 Loss Tests Bullish Margin Improvement Narrative

Lincoln National (LNC) kicked off Q1 2026 with revenue of US$5.3 billion and a basic EPS loss of US$1.10, as net income excluding extra items came in at a loss of US$201 million against a growing trailing twelve month earnings base. Over the last year, the company has seen trailing twelve month revenue move from US$18.0 billion to US$18.9 billion, while trailing basic EPS shifted from US$6.06 to US$8.69 and net income excluding extra items moved from US$1.0 billion to US$1.6 billion. In this...
NasdaqGS:ECPG
NasdaqGS:ECPGConsumer Finance

Encore Capital Group (ECPG) Profitability Return Tests Bearish Narratives In Q1 2026

Encore Capital Group (ECPG) opened Q1 2026 with total revenue of US$475.4 million and basic EPS of US$3.97, while trailing 12 month EPS sat at US$13.05 on revenue of US$1.9 billion. This provides a clear snapshot of both the latest quarter and the broader run rate. Over the past five quarters, the company has seen revenue move from US$265.6 million in Q4 2024 to US$392.8 million in Q1 2025 and then to US$475.4 million in Q1 2026. Quarterly basic EPS shifted from a loss of US$9.42 in Q4 2024...
NasdaqCM:CELH
NasdaqCM:CELHBeverage

Celsius Holdings (CELH) Margin Compression To 3.9% Tests Bullish Growth Narratives

Celsius Holdings (CELH) has put up a busy start to 2026, reporting Q1 revenue of US$782.6 million and basic EPS of US$0.33, alongside trailing twelve month revenue of US$3.0 billion and EPS of US$0.44. Over recent quarters the company has seen revenue move from US$332.2 million in Q4 2024 to between roughly US$329.3 million and US$739.3 million through 2025, while EPS has ranged from a loss of US$0.27 per share in Q3 2025 to US$0.35 per share in Q2 2025. With trailing net profit margins at...
NasdaqCM:PGY
NasdaqCM:PGYSoftware

Pagaya Technologies (PGY) Profit Run Rate Challenges Earnings Quality Skepticism

Pagaya Technologies (PGY) opened Q1 2026 with revenue of US$317.9 million and basic EPS of US$0.30, setting a clear marker for how its earnings engine is running right now. The company reported revenue of US$289.9 million and EPS of US$0.10 in Q1 2025 and US$334.8 million and EPS of US$0.40 in Q4 2025. This gives a clear view of how the top and bottom line have tracked into the current quarter, while net income of US$24.7 million keeps the focus firmly on margins. See our full analysis for...
NYSE:AGL
NYSE:AGLHealthcare

Agilon Health (AGL) Swings To Q1 Profit Challenging Longstanding Loss-Making Narrative

agilon health (AGL) opened 2026 with Q1 revenue of US$1.4b and basic EPS of US$1.80, alongside net income from continuing operations of about US$10.9m and earnings from discontinued operations of US$19m. The company has seen quarterly revenue fluctuate around the US$1.4b to US$1.6b range since early 2024, while trailing 12 month EPS sits at a loss of US$22.53 on net income from continuing operations of US$373.5m. This puts the spotlight firmly on how sustainably these latest margins have been...
NasdaqGM:VNDA
NasdaqGM:VNDABiotechs

Vanda Pharmaceuticals (VNDA) Losses Deepen To US$239.5 Million LTM Reinforcing Bearish Narratives

Vanda Pharmaceuticals (VNDA) opened Q1 2026 with total revenue of US$51.7 million and a basic EPS loss of US$0.82, while the trailing twelve months show revenue of US$217.8 million and a basic EPS loss of US$4.05. Over recent quarters the company has seen revenue move in a tight band between US$50.0 million and US$57.2 million and quarterly basic EPS losses range from US$0.08 to US$2.39. The latest figures fit into a pattern of steady sales alongside widening losses at the bottom line. For...
OTCPK:FMCC
OTCPK:FMCCDiversified Financial

Is It Time To Reconsider Federal Home Loan Mortgage (OTCPK:FMCC) After Recent Share Price Swings

Wondering if Federal Home Loan Mortgage at around US$7.14 is a bargain or already pricing in the key positives? This article breaks down what the current price might be implying about the stock. The stock has returned 0.6% over the last week and 26.4% over the past month, while the year-to-date return is a 31.0% decline and the 1-year return sits at 31.7%. Over the past 3 years the share price move has been very large relative to the starting point, and the 5-year return of 243.3% means...