U.S. Pharma Stock News

NasdaqGS:FTNT
NasdaqGS:FTNTSoftware

Fortinet (FTNT) Net Margin Slip Challenges Bullish Profitability Narrative After Q1 2026 Results

Fortinet (FTNT) opened 2026 with Q1 revenue of US$1,849.6 million and basic EPS of US$0.72, alongside net income excluding extraordinary items of US$534.5 million, setting the tone for how its profitability is holding up. Over the past year, the company has seen quarterly revenue move from US$1,539.7 million in Q1 2025 to US$1,849.6 million in Q1 2026, while basic EPS shifted from US$0.56 to US$0.72, giving you a clear view of how top line and EPS trends are feeding into today’s results. With...
NasdaqGS:SWKS
NasdaqGS:SWKSSemiconductor

Skyworks Design Win And Qorvo Merger Shift Long Term Outlook

Skyworks Solutions (NasdaqGS:SWKS) secured a multi year design win with a leading Android OEM, expected to generate over US$1b in revenue through 2030. The company introduced new RF and timing products while keeping momentum in its Broad Markets segment. Regulatory review of the planned Qorvo merger is progressing, with management signaling meaningful synergy potential. For you as an investor, this marks a meaningful shift in how Skyworks Solutions is positioned. The multigenerational...
NasdaqGS:CNXC
NasdaqGS:CNXCProfessional Services

Concentrix (CNXC) Q1 Profit Squeeze Amid Growth Investments Is Testing Its Capital Efficiency Story

In March 2026, Concentrix reported fiscal Q1 results showing revenue growth but a sharp year-over-year drop in operating income and net income as it invested in growth and undertook cost actions. This combination of rising sales but weaker profitability has raised questions about how effectively the company can convert its long-term expansion into sustainable returns on capital. With profitability under pressure despite revenue growth, we'll now examine how this latest earnings update...
NYSE:CLF
NYSE:CLFMetals and Mining

Is Cleveland Cliffs (CLF) Pricing Make Sense After 49% One Year Share Gain?

If you are wondering whether Cleveland-Cliffs is priced attractively or not, the recent share performance gives you plenty of clues but not the full story. The stock last closed at US$10.65, with returns of 4.4% over 7 days, 22.3% over 30 days, a 21.7% decline year to date, and a 49.0% gain over the past year. This can leave the current value looking either appealing or stretched, depending on how you look at it. Recent price moves have come against a backdrop of ongoing attention on the...
NasdaqGS:KELY.A
NasdaqGS:KELY.AProfessional Services

Kelly Services (KELY.A) Posts Smaller Q1 Loss Challenging Bullish Margin Expansion Narrative

Kelly Services (KELY.A) has opened 2026 with Q1 revenue of US$1.0 billion and a basic EPS loss of US$0.17, alongside a net loss of US$5.9 million, putting the focus squarely on how quickly profitability can stabilise. Over recent quarters, revenue has moved from US$1.16 billion in Q1 2025 to US$1.04 billion in Q4 2025 and US$1.04 billion in Q1 2026. EPS has swung from a Q1 2025 profit of US$0.16 to losses of US$3.69 in Q4 2025 and US$0.17 in the latest quarter, leaving investors weighing...
NYSE:MET
NYSE:METInsurance

MetLife (MET) Q1 2026 Margin Compression Challenges Bullish Earnings Growth Narrative

MetLife (MET) has opened 2026 with Q1 revenue of about US$19.1b and basic EPS of US$1.74, setting a clear yardstick for how its profitability is tracking against prior periods. Over recent quarters the company has seen revenue move between roughly US$17.3b and US$23.8b, while basic EPS has ranged from about US$1.04 to US$1.79. This gives you a fuller sense of how this latest print sits within its recent earnings rhythm. With trailing 12 month margins softer than a year ago, this quarter’s...
NYSE:JMIA
NYSE:JMIAMultiline Retail

Is Jumia (JMIA) Prioritizing Scale Over Profitability As Q1 2026 Loss Widens With Sales Growth?

Jumia Technologies AG has released its Q1 2026 results, reporting sales of US$50.56 million versus US$36.26 million a year earlier, alongside a net loss of US$17.73 million compared with US$16.71 million previously. The combination of faster sales growth and a slightly wider loss in the latest quarter gives investors fresh insight into how Jumia is balancing expansion with cost control. We’ll now explore how Jumia’s strong year-on-year sales increase, despite a wider quarterly loss, reshapes...
NYSE:EVH
NYSE:EVHHealthcare Services

Evolent Health (EVH) Narrows Q1 Loss To US$26.6 Million Testing Bullish Margin Narratives

Evolent Health (EVH) opened Q1 2026 with revenue of US$496.2 million, a basic EPS loss of US$0.24, and a net income loss of US$26.6 million, setting a clear tone for another quarter where growth and profitability are pulling in different directions. The company reported quarterly revenue of US$483.6 million in Q1 2025 and US$496.2 million in Q1 2026, while basic EPS over that span ranged from a loss of US$0.63 in Q1 2025 to a loss of US$0.24 in the latest quarter. This frames a results season...
NasdaqGS:SNEX
NasdaqGS:SNEXCapital Markets

StoneX Group (SNEX) Earnings Growth On 0.3% Margin Tests Bullish Profitability Narratives

StoneX Group (SNEX) opened Q2 2026 with total revenue of about US$45.3b, basic EPS of US$2.21, and net income of US$168.9m, setting a clear marker for its latest quarter. Over the past six quarters, the company has seen revenue move from US$27.6b in Q1 2025 to US$45.3b in Q2 2026, while quarterly basic EPS shifted from US$1.18 to US$2.21 and net income from US$82.4m to US$168.9m, with trailing twelve month EPS at US$6.01 and net income at US$446.8m. For investors, the combination of these...
NasdaqGS:BLLN
NasdaqGS:BLLNHealthcare

BillionToOne (BLLN) Q1 EPS Swing To US$0.39 Tests Confidence In Bullish Profitability Narrative

BillionToOne (BLLN) opened Q1 2026 with revenue of $108.4 million and Basic EPS of $0.39, putting fresh numbers on the table for investors tracking its recent move into profitability. The company reported quarterly revenue of $59.0 million in Q1 2025 and $108.4 million in Q1 2026, while Basic EPS moved from a loss of $0.39 to a profit of $0.39 over the same period. This sets up a clear contrast in how the income statement now converts sales into earnings. Overall, margins appear firmer and...
NasdaqGM:PAYO
NasdaqGM:PAYODiversified Financial

Payoneer Global (PAYO) Margin Compression Challenges Bullish Earnings Growth Narratives

Payoneer Global (PAYO) opened 2026 with Q1 revenue of US$261.6 million and basic EPS of US$0.057, alongside net income of US$19.6 million. This framed a quarter where profitability held steady in absolute terms. Over the last year, the company has seen trailing twelve month revenue move from US$977.7 million to US$1.07 billion, while basic EPS on the same basis sits at about US$0.20 and net income stands at US$72.2 million. This provides a clearer view of the earnings run rate behind the...
NYSE:CDE
NYSE:CDEMetals and Mining

Coeur Mining (CDE) Net Margin Strength Tests Bullish Earnings Narratives After Q1 2026 Results

Cœur Mining (CDE) just posted Q1 2026 results with revenue of US$856.2 million and basic EPS of US$0.36, against trailing twelve month revenue of US$2.6 billion and EPS of US$1.23, reflecting a period of very strong reported earnings expansion over the last year. Over recent quarters, revenue has moved from US$305.4 million in Q4 2024 to US$360.1 million in Q1 2025 and US$674.8 million in Q4 2025 before this quarter’s US$856.2 million print. Quarterly basic EPS shifted from US$0.10 to...
NYSE:FN
NYSE:FNElectronic

Fabrinet Expansion And Raytec Stake Shape Next Phase Of Growth

Fabrinet (NYSE:FN) is expanding its manufacturing capacity with a new large-scale facility in Chonburi. The company is also making a minority investment in Raytec Semiconductor to advance co-packaged optics capabilities. These moves reflect management’s effort to align Fabrinet’s operations with rising demand in optical communications and datacom. Fabrinet, a manufacturing partner for complex optical and electronic products, sits at the intersection of optical communications, datacom and...
NasdaqGS:IBKR
NasdaqGS:IBKRCapital Markets

Interactive Brokers Korea Access Launch Meets Strong Momentum And Valuation Upside

Interactive Brokers Group (NasdaqGS:IBKR) has begun offering direct trading access to Korean equities for global clients. The company is the first major US based broker to provide this access, with real time execution and institutional grade pricing. For investors following NasdaqGS:IBKR, this launch comes with the stock at $83.71 and historically strong multiyear returns. Reported performance figures include a 410.9% return over 5 years, along with shorter term gains of 5.3% over the past...
NasdaqGS:TARS
NasdaqGS:TARSPharmaceuticals

Tarsus Pharmaceuticals (TARS) Losses Narrow In Q1 2026 Challenging Bearish Narratives

Tarsus Pharmaceuticals (TARS) opened 2026 with Q1 revenue of US$162.1 million and a basic EPS loss of US$0.16, alongside a trailing twelve month revenue base of US$535.1 million and a net loss of US$48.3 million. Over recent quarters the company has seen quarterly revenue move from US$66.4 million in Q4 2024 to US$78.3 million in Q1 2025 and then to US$162.1 million in Q1 2026. Basic EPS losses over the same snapshots were US$0.60, US$0.64 and US$0.16 respectively, highlighting a narrative...
NYSE:BHR
NYSE:BHRHotel and Resort REITs

Braemar Hotels And Resorts Q1 FFO Loss Keeps Dividend Coverage Fears In Focus

Braemar Hotels & Resorts (BHR) opened Q1 2026 with total revenue of US$209.0 million and basic EPS of US$0.07, setting a fresh reference point after a tough run of quarterly results. The company reported quarterly revenue of US$215.8 million in Q1 2025, US$165.5 million in Q4 2025, and US$209.0 million in Q1 2026. Over the same period, basic EPS moved from a loss of US$0.04 in Q1 2025 to a loss of US$0.67 in Q4 2025, followed by a small profit of US$0.07 in the latest quarter. Together, these...
NYSE:TREX
NYSE:TREXBuilding

Trex Company Q1 EPS Strength Tests Bullish Margin Expansion Narrative

Trex Company (TREX) opened 2026 with Q1 revenue of US$343.4 million and basic EPS of US$0.58, compared with US$340.0 million of revenue and EPS of US$0.56 in the same quarter a year earlier. Trailing 12 month EPS stood at US$1.80 on revenue of US$1.18 billion. Over recent quarters the company has reported revenue in a range between US$161.1 million and US$387.8 million and quarterly EPS between roughly US$0.02 and US$0.71. This gives investors a clearer view of how current Q1 levels compare...
NYSE:CTRI
NYSE:CTRIConstruction

Centuri Holdings Q1 Loss Tests Bullish Margin Expansion Narrative Despite Strong Backlog Expectations

Centuri Holdings (CTRI) opened Q1 2026 with revenue of US$723.2 million and a net loss of US$9.5 million, or basic EPS of US$0.09. The trailing twelve months show revenue of about US$3.2 billion and net income of US$30.8 million, or EPS of US$0.33. Over recent quarters, the company has reported revenue moving from US$550.1 million in Q1 2025 to US$723.2 million in Q1 2026, with quarterly EPS ranging from a loss of US$0.20 to a profit of US$0.32. For investors, the key question now is how...
NasdaqGS:AMPH
NasdaqGS:AMPHPharmaceuticals

Why Amphastar Pharmaceuticals (AMPH) Is Up 9.4% After Profit Squeeze Despite Flat Q1 2026 Sales

Amphastar Pharmaceuticals, Inc. reported its first-quarter 2026 results on May 7, 2026, with sales of US$171.17 million and net income of US$6.42 million, compared with US$170.53 million and US$25.29 million a year earlier. The sharp fall in net income and earnings per share, despite essentially flat sales, points to pressure on Amphastar’s profitability and cost structure. With Amphastar’s net income falling year over year despite stable sales, we’ll now examine how this affects the...
NasdaqGS:ERII
NasdaqGS:ERIIMachinery

Energy Recovery (ERII) Quarterly Loss Of US$12.3 Million Tests Bullish Growth Narratives

Energy Recovery (ERII) opened Q1 2026 with revenue of US$9.7 million and a basic EPS loss of US$0.23, alongside net income excluding extra items of a US$12.3 million loss, setting a clear reset in earnings season tone for investors. Over the past year, the company has seen trailing twelve month revenue move between US$144.9 million and US$136.6 million, with basic EPS on this basis ranging from US$0.40 to US$0.39. This gives a fuller view of how quarterly swings sit against the broader...
NYSE:FLUT
NYSE:FLUTHospitality

Flutter Entertainment (FLUT) Swings To Q1 Profit Testing Bulls’ Margin Expansion Narrative

Flutter Entertainment (NYSE:FLUT) opened 2026 with Q1 revenue of $4.3 billion and basic EPS of $1.24, while trailing 12 month revenue sat at $17.0 billion against a basic EPS of $2.12 loss, so the latest quarter lands against a still loss making year in aggregate. Over the past year, the company has seen revenue move from $14.3 billion on a trailing 12 month basis in Q1 2025 to $17.0 billion in Q1 2026, with quarterly EPS swinging between a $3.92 loss in Q3 2025 and $1.24 in the most recent...
NasdaqGS:ACRS
NasdaqGS:ACRSPharmaceuticals

Aclaris Therapeutics (ACRS) Quarterly Loss Near US$20 Million Reinforces Bearish Earnings Narrative

Aclaris Therapeutics (ACRS) opened Q1 2026 with revenue of about US$2.0 million and a basic EPS loss of roughly US$0.15 per share. Trailing twelve month figures show revenue of US$8.4 million and a cumulative basic EPS loss of around US$0.56. Over recent quarters, revenue has moved between US$1.3 million and US$3.3 million, while quarterly basic EPS losses have sat in a range of roughly US$0.12 to US$0.16 per share, keeping the focus squarely on how much further margins can be tightened to...
NYSE:IONQ
NYSE:IONQTech

IonQ (IONQ) Net Income Surges To US$805 Million Challenging Loss-Focused Narratives

IonQ (IONQ) opened Q1 2026 with total revenue of US$64.7 million and basic EPS of US$2.24, supported by trailing twelve month revenue of US$187.1 million and basic EPS of US$1.05. Over the past year, the company has seen quarterly revenue move from US$11.7 million in Q4 2024 to US$7.6 million in Q1 2025, then to US$20.7 million, US$39.9 million, US$61.9 million, and now US$64.7 million. Over the same period, quarterly basic EPS shifted from a loss of US$0.93 to US$0.14, US$0.70, US$3.58,...
NYSE:COLD
NYSE:COLDIndustrial REITs

Americold Realty Trust (COLD) Q1 FFO Of US$204 Million Tests Bullish Cash Flow Narrative

Americold Realty Trust (COLD) has opened Q1 2026 with total revenue of US$629.9 million and basic EPS of a US$0.05 loss, setting a clear marker for how its cold storage portfolio is currently translating into the income statement. Over recent periods, revenue has ranged between US$627.6 million and US$665.8 million per quarter, while basic EPS has moved between a US$0.31 loss and a small profit of roughly US$0.01. This gives investors a focused view of how top line scale is feeding through to...