U.S. Pharma Stock News

In December 2025, Navitas Semiconductor closed a US$109.33 million shelf registration for 14,814,813 Class A common shares, while board member Dr. Ranbir Singh indirectly sold 179,354 shares via SiCPower, LLC, materially reducing his indirect holdings. These capital-raising steps and insider sales come as Navitas consolidates its global distribution through an expanded agreement with Avnet, aiming to broaden reach for its GaN and SiC power devices in AI data centers, renewable energy, and...

Earlier in December, the U.S. Army’s Rapid Capabilities and Critical Technologies Office selected C3.ai to integrate AI-driven logistics applications into brigade command-and-control networks, using its Contested Logistics and Readiness tools to forecast parts, fuel, and munitions needs in contested environments. This award, which builds on C3.ai’s existing deployments at the Defense Logistics Agency and U.S. Air Force, reinforces the company’s position as a trusted provider of...

Strategy (MSTR) has had a rough stretch lately, with the stock sliding over the past 3 months even as its underlying Bitcoin treasury and analytics business model continue to evolve beneath the surface. See our latest analysis for Strategy. That weak 90 day share price return of 49.18 percent comes on top of a year to date share price return of 45.23 percent and a 1 year total shareholder return of 54.12 percent, suggesting momentum has clearly cooled after its explosive 3 year total...

In recent months, iRhythm Technologies has attracted broad analyst support and presented new clinical data showing its Zio long-term ECG monitoring system performs consistently across diverse patient populations at major Asia-Pacific cardiology conferences. This combination of strong external validation and positive clinician-focused evidence reinforces the company’s position in ambulatory cardiac monitoring and may influence how investors view its growth potential. With fresh data...

In the past quarter, FIGS Inc reported third-quarter 2025 results that exceeded earnings expectations, reflecting strong execution in expanding its healthcare apparel business and international footprint. The company’s use of Olympics-focused marketing alongside its international growth initiatives appears to be reinforcing customer engagement and supporting its broader expansion efforts. We’ll now look at how FIGS’ earnings beat and international expansion might reshape the existing...

Academy Sports and Outdoors (ASO) just delivered a mixed financial update, with third quarter sales and profit ticking higher even as nine month earnings slipped and full year guidance was nudged slightly lower. See our latest analysis for Academy Sports and Outdoors. The mixed guidance and rapid store expansion have left investors reassessing the balance between growth and execution risk, with the 1 month share price return of 17.38% contrasting against a 1 year total shareholder return of...

Morningstar (MORN) just took another step into AI, rolling out new Morningstar and PitchBook apps inside ChatGPT that let licensed users query its research and data through plain language, directly in the interface. See our latest analysis for Morningstar. The move into ChatGPT comes during a mixed stretch for Morningstar, with the share price at $216.76 and a year-to-date share price return of negative 34.79 percent. However, a modestly positive three-year total shareholder return suggests...

Oculis Holding (NasdaqGM:OCS) is back in focus after a favorable FDA meeting cleared the path for its neuro ophthalmology candidate OCS 05 to enter the registrational PIONEER program, with pivotal trials planned for 2025 and 2026. See our latest analysis for Oculis Holding. The latest FDA green light drops into a backdrop of steadily improving sentiment, with a roughly 20 percent year to date share price return and a more than doubling three year total shareholder return suggesting momentum...

Encompass Health recently opened Encompass Health Rehabilitation Hospital of Lake Worth and reported third-quarter 2025 results that showed revenue growth, three new hospitals and 39 additional beds. This expansion, alongside tailwinds from digital healthcare adoption and rising demand from an aging population, highlights how Encompass Health is positioning its rehab network for longer-term growth in complex post-acute care. We’ll now examine how the latest hospital opening and bed...

Lam Research (LRCX) just caught investors attention after a cluster of upbeat Wall Street calls tied its future even more tightly to AI driven chip spending and a potential equipment upcycle. See our latest analysis for Lam Research. Those upbeat calls are landing on a stock that already has strong momentum, with Lam’s share price up 22.9 percent over the past month and a 141.9 percent year to date share price return, alongside a 1 year total shareholder return of 139.7 percent. This signals...

Rapport Therapeutics (RAPP) just joined the S&P Pharmaceuticals Select Industry Index, a move that can quietly reshape its shareholder base as index funds and sector ETFs adjust their holdings. See our latest analysis for Rapport Therapeutics. The index inclusion caps a strong run for Rapport, with a 19.7% 3 month share price return and 73.5% year to date share price return at the latest $31.9 close, alongside a 76.9% 1 year total shareholder return that signals building momentum. If this...

Earlier in December 2025, Erie Indemnity Company’s Board approved a 7.1% increase in the regular quarterly cash dividend, lifting Class A payouts to US$1.4625 per share and Class B payouts to US$219.375 per share, effective for the dividend payable on January 21, 2026, to shareholders of record on January 6, 2026. This higher dividend signals management’s confidence in Erie Indemnity’s cash generation and emphasizes returning more income to shareholders through regular distributions. Next,...

Ollie's Bargain Outlet Holdings (OLLI) just paired a strong third quarter with a guidance bump, signaling that management sees its off price playbook working and expects that momentum to carry through 2025. See our latest analysis for Ollie's Bargain Outlet Holdings. That stronger third quarter and fresh guidance raise come after a choppier stretch, with a 30 day share price return of minus 11.16 percent but a powerful three year total shareholder return of 138.21 percent that suggests longer...

Newmark Group (NMRK) just doubled down on its global ambitions by opening a flagship office in Seoul and adding senior leadership in both Korea and the Middle East, moves that quietly reshape its long term growth story. See our latest analysis for Newmark Group. Those international hires and the new Seoul office come on the heels of marquee mandates like advising on Scholastic’s $386 million New York headquarters sale leaseback, and the market seems to be noticing, with Newmark’s share price...

Kohl's has recently attracted attention as a meme stock even as it contends with declining sales, thin profit margins, and a strained balance sheet that forced a 75% dividend cut earlier this year. Despite trading on a P/E ratio well below the broader retail industry, Kohl's low quick ratio and heavy interest burden highlight persistent concerns about its financial resilience amid fierce competition from Walmart, Costco, and Target. We’ll now examine how Kohl’s dividend cut and balance sheet...

Earlier in December, Terns Pharmaceuticals reported positive Phase 1 results for its chronic myeloid leukemia candidate TERN-701, including a 64% major molecular response rate and a 75% response rate at doses of 320 mg and above over 24 weeks, supporting advancement into Phase 2 trials. This progress underscores how TERN-701 is emerging as a central pillar of Terns’ pipeline, potentially reshaping the company’s future clinical focus. We will now examine how the encouraging TERN-701 Phase 1...

RAPT Therapeutics (RAPT) has been back on traders’ screens after TD Cowen kicked off coverage with a positive stance, following upbeat Phase 2 data for ozureprubart and fresh FDA clearance for a Phase 2b food allergy trial. See our latest analysis for RAPT Therapeutics. That backdrop has helped fuel a sharp re-rating, with the stock delivering a 179.68 percent year to date share price return and a 162 percent one year total shareholder return, even as the five year total shareholder return...

Earlier this month, Viasat announced it has unified its own Ka-band satellites, the Global Xpress fleet, and select partner satellites into a single global Ka-band network for government and military users, enabling seamless roaming, higher data rates up to 200 Mbps, and interoperability with MILSATCOM across air, land, and sea missions. This integrated Ka-band platform, incorporating ultra-high-capacity ViaSat-3 satellites and common ground architecture, effectively turns Viasat’s...

On December 11, 2025, Centessa Pharmaceuticals announced that Mario Alberto Accardi PhD will become CEO and join the Board on January 1, 2026, while current CEO Saurabh Saha MD PhD will step down and move into an advisory role. This leadership transition elevates the head of Centessa’s orexin program, now the company’s primary focus, potentially sharpening its execution around orexin-based therapies. We’ll now examine how putting the orexin program leader in the CEO role may influence...

Prologis (PLD) has quietly rewarded patient investors, with the stock up about 27% over the past year and roughly 23% year to date, as demand for logistics space continues to support its cash flows. See our latest analysis for Prologis. That steady climb in the share price to about $127.59, backed by an 11.49% 3 month share price return and a 1 year total shareholder return of 26.88%, suggests investors are steadily rewarding Prologis for its resilient logistics demand story rather than...

Alphabet stock: steady gains invite a closer look Alphabet (GOOGL) has quietly added about 4% over the past month and roughly 23% in the past 3 months, enough to make long term investors ask whether this climb still has room to run. See our latest analysis for Alphabet. Those gains sit on top of a powerful backdrop. The share price is up strongly year to date, and the one year total shareholder return is also robust, signaling that momentum is still very much intact around Alphabet’s growth...

Recently, Simply Good Foods’ CEO Geoff E. Tanner saw his 2025 compensation rise to an estimated US$4,330,633, alongside insider share purchases and shifting institutional positions that highlight evolving confidence levels in the business. At the same time, Bernstein reaffirmed Simply Good Foods as one of its top picks ahead of Q1 2026 results, citing stronger U.S. scanner sales trends than current consensus expectations are assuming. We’ll examine how Bernstein’s reaffirmed bullish stance,...

In recent weeks, Fluence Energy has faced analyst downgrades and an AI-related sector selloff, even as it reported a record US$1.40 billion in Q4 orders and grew its total backlog to US$5.30 billion by September 30. This tension between valuation concerns and a heavily pre-sold revenue base highlights how quickly sentiment can swing for companies tied to data center and grid-storage demand. With analysts questioning whether enthusiasm for AI-driven storage demand is premature, we’ll now...

In December 2025, Synopsys reported past fourth-quarter 2025 results showing revenue rising to US$2,254.86 million while net income fell to US$448.7 million, and issued guidance for fiscal 2026 calling for US$9.56–9.66 billion in revenue and GAAP EPS of US$2.49–2.90. A series of securities fraud class action lawsuits now allege Synopsys misled investors about how its AI-focused strategy affects the economics of its Design IP business, putting its AI growth narrative under legal...