Geopolitical shifts and capacity constraints are positioning Intel Foundry as a potential strategic supplier for tech giants Apple and Nvidia by the end of the decade, according to industry reports.
Shares of antibody discovery firm AbCellera Biologics plunged 16.8% last week, reigniting debate over its true worth. While a discounted cash flow model suggests deep undervaluation, its sky-high price-to-sales ratio paints a starkly different picture, leaving investors to navigate conflicting signals in a volatile biotech market.
Analyst Piper Sandler has lowered its price target on Black Diamond Therapeutics (BDTX) while maintaining an Overweight rating, following a broad review of its biotech coverage. The adjustment comes even as the company recently reported encouraging Phase 2 data for its lead oncology drug candidate.
Barclays initiates coverage with an Overweight rating and $20 price target on Altimmune, citing strong fundamentals and pipeline potential. The biotech firm prepares to channel recent offering proceeds toward its pivotal Phase 3 development for metabolic liver disease treatment pemvidutide.
Apis Capital's flagship fund, which surged 55% in 2025, spotlights clinical-stage biotech Celcuity in its latest investor letter, citing the company's novel platform for matching cancer patients with targeted therapies.
Analysts at Stifel have raised their price target for Nurix Therapeutics (NRIX) to $35, maintaining a Buy rating ahead of anticipated 2026 clinical milestones for its lead asset, bexobrutinib. The move comes as Wells Fargo also adjusted its target, highlighting divergent near-term views but shared long-term optimism for the biotech firm.
Jefferies has downgraded Amicus Therapeutics to 'Buy' from 'Hold' and trimmed its price target to $14.50, aligning it with BioMarin's pending $4.8 billion acquisition offer. The move reflects analyst skepticism about competing bids emerging for the rare disease biotech firm.
During UK Foreign Secretary Yvette Cooper's visit to Addis Ababa, British investor Gridworks signed landmark agreements to develop two major transmission projects. The deals, part of a broader UK strategy linking economic development with migration management, mark Ethiopia's first public-private partnerships in its power transmission sector.
Pharmaceutical giant Eli Lilly enters a strategic collaboration potentially worth up to $1.93 billion with biotech firm Repertoire Immune Medicines, aiming to develop precision treatments for autoimmune diseases that move beyond broad immunosuppression.
Chinese biotech firm Arctic Vision moves to create an integrated ophthalmology powerhouse by acquiring MDCO Technology's device business, combining drug and device expertise to address unmet needs in eye care.
Cogent Biosciences secures FDA Breakthrough Therapy Designation and enters the Real-Time Oncology Review program for its lead drug candidate bezuclastinib in gastrointestinal stromal tumors (GIST), marking significant regulatory momentum for the biotech firm.
While EyePoint Pharmaceuticals (EYPT) shares have retreated 23% this month, long-term shareholders are still sitting on massive gains. The biotech's 195% three-year surge, despite ongoing losses, highlights a classic market puzzle: balancing current financials with future potential.
ServiceNow accelerates its push into real-world AI automation, expanding key partnerships and retooling its global partner ecosystem to embed AI agents directly into enterprise workflows, as the company seeks to translate AI investment into tangible business value under investor pressure.
Amid a market environment of stable rates and mixed sentiment, we highlight three companies—spanning biotech, gaming, and tech hardware—whose current share prices appear significantly below their estimated intrinsic value based on cash flow projections.
Immunocore Holdings (IMCR) shares have experienced notable turbulence, declining over 7% in a week. Yet, a significant gap between its current price and analyst fair value estimates highlights a debate over the biotech's future, heavily reliant on its lead asset KIMMTRAK and pipeline execution.
As markets navigate a new year, analysts are eyeing potential outperformers. Amazon, BeOne Medicines, and Enterprise Products Partners emerge as compelling picks, each backed by distinct catalysts from AI to biotech breakthroughs.
Amidst a cautiously optimistic Asian market, companies where executives and directors hold significant stakes are drawing investor attention. We examine three high-conviction plays in semiconductors, 3D printing, and biotech where insider ownership aligns with explosive growth forecasts.
After a bruising year that saw its shares tumble by a third, biotech giant CSL is back in the spotlight. We delve beyond the headline numbers, examining valuation models and market sentiment to assess if the sell-off has created a compelling entry point for long-term investors.
Amid soaring market expectations, ServiceNow is aggressively integrating AI across its platform through enhanced partnerships and strategic acquisitions, aiming to make artificial intelligence a native component of enterprise service and security operations.
Zeta Global Holdings (NYSE: ZETA) is drawing increased attention from Wall Street, with multiple firms raising price targets amid early 2026 momentum. Analysts point to strategic AI partnerships and sector recovery prospects as key drivers.
