U.S. Pharma Stock News

NasdaqGS:ALNY
NasdaqGS:ALNYBiotechs

Is It Time To Reconsider Alnylam Pharmaceuticals (ALNY) After Recent RNAi Progress And Volatile Price Moves

Wondering whether Alnylam Pharmaceuticals at around US$295.91 is offering fair value right now, or if the price is running ahead of the story? This article breaks down what the numbers suggest. The stock has seen mixed returns with a 4.4% decline over the last 7 days and a 7.4% decline over 30 days, but it is still up 14.5% over 1 year, 43.6% over 3 years and 122.6% over 5 years. Recent headlines have focused on Alnylam Pharmaceuticals' role in RNA interference based therapies and how its...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Is Lyft (LYFT) Pricing Offer A Long Term Opportunity After A 28.4% YTD Decline

For investors considering whether Lyft at US$14.16 offers potential value or additional risk, this article explains what the current price might imply. Lyft's stock has returned 0.1% over the last week and 2.8% over the last month, while the year to date return is a 28.4% decline and the 1 year return is 8.9%. Taken together, these figures highlight changing views on its potential and risks. Recent coverage of Lyft has focused on how the company is positioned within transportation and ride...
NYSE:APD
NYSE:APDChemicals

Did Earnings Rebound and Samsung Semiconductor Deal Just Shift Air Products' (APD) Investment Narrative?

In the past quarter, Air Products and Chemicals, Inc. reported second-quarter 2026 sales of US$3,171.8 million and net income of US$710.4 million, marking a return to profit from a very large net loss a year earlier. Beyond the headline earnings rebound, Air Products' largest-ever semiconductor investment with Samsung in South Korea underscores how its gas infrastructure is increasingly tied to advanced electronics manufacturing. We’ll now examine how this sharp earnings recovery, alongside...
NasdaqGS:EXPE
NasdaqGS:EXPEHospitality

Is It Time To Reassess Expedia Group (EXPE) After Its Strong Multi Year Share Price Run

Investors may be wondering whether Expedia Group at around US$252.79 is still offering value after a strong run, or whether the easier part of the opportunity has already passed. The stock has returned 1.8% over the last 7 days and 12.7% over the last 30 days, while the 1 year and 3 year returns are 50.8% and 180.0% respectively, with a year to date return showing a 10.7% decline. Recent headlines have focused on Expedia Group's position in online travel, including its product mix across...
NYSE:RYAN
NYSE:RYANInsurance

A Look At Ryan Specialty Holdings (RYAN) Valuation After Its Q1 Profit Turnaround

Q1 earnings turnaround and shareholder returns in focus Ryan Specialty Holdings (RYAN) moved from a net loss to a net profit in the first quarter of 2026, with higher revenue, fresh buybacks, and an affirmed quarterly dividend drawing investor attention. See our latest analysis for Ryan Specialty Holdings. Despite the Q1 turnaround, momentum in Ryan Specialty Holdings' share price has been weak. A 1-day share price return of 7.89% contrasts with a 37.34% year to date share price decline and a...
NasdaqGS:WAFD
NasdaqGS:WAFDBanks

Stronger Q2 Margins And Credit Protection Might Change The Case For Investing In WaFd (WAFD)

WaFd, Inc. recently reported past Q2 2026 results showing net income of US$65.6 million on US$27.60 billion in assets, alongside an improved 2.81% net interest margin and continued dividends and share repurchases. The bank also highlighted strong credit protection with allowance for credit losses covering 163% of non-performing loans, underlining a focus on balance sheet resilience as it contends with deposit competition and higher funding and operating costs. Next, we’ll examine how WaFd’s...
NYSE:VYX
NYSE:VYXSoftware

NCR Voyix (VYX) Margins Under Scrutiny As Q1 EPS Loss Tests Profitability Narrative

NCR Voyix (VYX) Q1 2026 headline numbers NCR Voyix (VYX) opened 2026 with Q1 revenue of US$606 million and a basic EPS loss of US$0.04, setting a very different tone from the trailing twelve month EPS of US$0.30 that reflects a recent turn to profitability. Over recent quarters, revenue has moved between US$617 million in Q1 2025 and US$720 million in Q4 2025, while EPS has swung from a loss of US$0.17 in Q1 2025 to a profit of US$0.50 in Q4 2025 before slipping back into a small loss this...
NasdaqCM:CLDX
NasdaqCM:CLDXBiotechs

Weighing Celldex Therapeutics (CLDX) Valuation As Price-To-Book And DCF Send Mixed Signals

Celldex Therapeutics (CLDX) stock snapshot Celldex Therapeutics (CLDX) has drawn fresh attention after recent trading moves, with the stock showing a 6.3% gain over the past month and a 40.2% return in the past 3 months. See our latest analysis for Celldex Therapeutics. Despite a 3.1% one day share price pullback to US$33.32, Celldex’s recent 30 day share price return of 6.3% and 90 day share price return of 40.2% point to building momentum. The 1 year total shareholder return of 70.7% shows...
NYSE:ONT
NYSE:ONTCommercial Services

Onterris (ONT) Quarterly Loss Revives Volatility Concerns Around High P/E Growth Narrative

Onterris (ONT) opened 2026 with Q1 revenue of US$168.5 million and a basic EPS loss of US$0.35, alongside net income excluding extra items of a US$12.7 million loss, putting fresh numbers behind a stock trading at US$17.45. The company has seen quarterly revenue move from US$177.8 million in Q1 2025 to US$189.1 million in Q4 2024 and US$168.5 million in Q1 2026, while basic EPS has swung from a US$0.64 loss in Q1 2025 to gains of US$0.48 and US$0.24 in mid 2025 before returning to recent...
NYSE:PAYC
NYSE:PAYCProfessional Services

Paycom Software (PAYC) Net Margin Expansion Tests Bearish Slow‑Growth Narrative In Q1 2026

Paycom Software (PAYC) opened 2026 with Q1 revenue of US$571.9 million and basic EPS of US$3.05, while trailing twelve month revenue stood at US$2.1 billion and EPS at US$8.61, setting a clear benchmark for its recent performance. Over recent quarters, the company has seen revenue move from US$530.5 million in Q1 2025 to US$571.9 million in Q1 2026, with basic EPS shifting from US$2.49 to US$3.05. This gives investors a straightforward view of how the top line and EPS have tracked together...
NYSE:MGM
NYSE:MGMHospitality

How Investors Are Reacting To MGM (MGM) Mixed Q1 Results And Shifting Digital Casino Economics

MGM Resorts International recently reported past first-quarter 2026 results, with revenue rising to US$4.45 billion while net income eased to US$125.14 million and diluted EPS from continuing operations slipped to US$0.48. Alongside these mixed earnings, MGM continued to return cash to shareholders through buybacks and saw digital and MGM China units drive record net revenues even as higher operating costs weighed on profitability. We’ll now examine how this combination of revenue growth and...
NasdaqGM:VERA
NasdaqGM:VERABiotechs

Does Vera’s Widening Quarterly Net Loss Reframe the Bull Case for Vera Therapeutics (VERA)?

Vera Therapeutics, Inc. reported first-quarter 2026 results, posting a net loss of US$121.03 million, compared with US$51.69 million a year earlier, with basic and diluted loss per share from continuing operations rising to US$1.69 from US$0.81. The sharp year-on-year increase in both total net loss and per-share loss highlights how the company’s cost and investment profile has shifted over the past year. We’ll now explore how this widening quarterly net loss shapes Vera Therapeutics’...
NasdaqGS:ASTE
NasdaqGS:ASTEMachinery

Is Astec Industries (ASTE) Still Fairly Priced After Recent Share Price Pullback?

If you are wondering whether Astec Industries at around US$53 is still sensibly priced or starting to look stretched, you are not alone. The stock has seen an 18.5% decline over the last 7 days and a 4.3% decline over the last 30 days, yet it is still up 18.8% year to date and 36.6% over the past 12 months. This can change how you think about both risk and opportunity. Recent news coverage has focused on how Astec Industries is positioned within the broader capital goods sector and how its...
NYSE:CTVA
NYSE:CTVAChemicals

Corteva’s Vylor Spinoff And Bayer Deal Reframe Valuation Story

Corteva (NYSE:CTVA) has branded its upcoming seed and genetics spinoff as Vylor, marking a key step toward separating into two focused agricultural companies. The company has also finalized a comprehensive litigation settlement with Bayer, which includes expanded licensing opportunities tied to Corteva's technology portfolio. The settlement and new branding move come as Corteva continues to reshape its business around distinct seed and crop protection platforms. Corteva's recent moves...
NYSE:MKL
NYSE:MKLInsurance

Is It Time To Reassess Markel Group (MKL) After This Year’s Share Price Pullback?

Wondering if Markel Group at around US$1,799.97 is offering fair value right now, or if the price is out of line with what you are actually getting. The stock has returned 1.6% over the last week, while the 30 day return is a 5.5% decline and the year to date return is a 15.5% decline, with a 1 year return of 4.3% decline and longer term 3 year and 5 year returns of 31.0% and 48.5% respectively. Recent coverage has focused on Markel Group's position in the insurance space and how the stock's...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Is It Time To Reassess Linde (LIN) After Its Strong Year To Date Performance

If you are wondering whether Linde at around US$493.85 is offering fair value or asking too much, the next sections will help you put a clear number on what you are really paying for the stock. The share price has been relatively steady recently, with a 1.5% decline over the last 7 days and a 0.1% decline over 30 days, while still showing a 15.1% return year to date and 10.4% over the past year. Recent news coverage has largely focused on Linde's position as a global industrial gases company...
NYSE:EPR
NYSE:EPRSpecialized REITs

EPR Properties (EPR) Q1 2026 Earnings Margin Surge Tests Bullish Narratives

EPR Properties (EPR) opened Q1 2026 with total revenue of US$181.3 million and basic EPS of US$0.74, while trailing twelve month figures show revenue of US$720.2 million and basic EPS of US$3.25 as earnings almost doubled year over year by 98.1%. Over the past year, revenue has moved from US$688.3 million to US$720.2 million and net income shifted from US$121.9 million to US$247.6 million, lifting the reported net profit margin from 17.9% to 34.4% on a trailing basis. Together, the latest...
NYSE:COF
NYSE:COFConsumer Finance

Is Capital One Financial (COF) Pricing Reflect Recent Stock Volatility And Credit Cycle Uncertainty

If you are wondering whether Capital One Financial at around US$192.59 is offering value or asking you to pay up for growth, this article breaks down what the current price implies. The stock has returned 0.7% over the last week and 6.3% over the last month, while year to date it is down 22.3%. It currently has a 1 year return of 3.0% and a 3 year return of 131.8%, compared with 34.9% over 5 years. Recent coverage has focused on Capital One Financial's position in consumer finance and...
NYSE:RDW
NYSE:RDWAerospace & Defense

Redwire (RDW) Q1 2026 Heavy US$78 Million Loss Reinforces Bearish Profitability Concerns

Redwire (RDW) opened Q1 2026 with total revenue of US$97.0 million and a basic EPS loss of US$0.40, alongside trailing twelve month revenue of US$371.0 million and a basic EPS loss of US$2.29. Looking back over recent quarters, the company reported quarterly revenue of US$61.4 million in Q1 2025, US$61.8 million in Q2, US$103.4 million in Q3 and US$108.8 million in Q4. Over the same period, basic EPS losses moved from US$0.09 to US$1.41, US$0.29 and US$0.57 respectively. This frames a Q1 2026...
NYSE:GRMN
NYSE:GRMNConsumer Durables

Is It Too Late To Consider Buying Garmin (GRMN) After A 95% Five Year Run?

If you are wondering whether Garmin's current share price reflects its underlying value, the recent track record gives plenty to think about. The stock last closed at US$241.90, with returns of 29.1% over 1 year, 19.5% year to date, 0.3% over 30 days, and a 3.7% decline over the past week, adding some short term volatility to a much longer run up of 95.0% over 5 years. These moves sit against a backdrop where investors have been closely watching Garmin's positioning across its product...