Biotech firm Argenx SE sees its flagship drug Vyvgart outperform sales expectations in myasthenia gravis and CIDP treatments, with analysts pointing to sustained growth and regulatory momentum as key drivers.
Despite facing what its CEO called "highly variable" housing demand in 2025, PulteGroup reported another year of robust revenue and earnings, driven by its diversified buyer mix and strength in the active-adult segment. While Q4 profitability softened, the homebuilder is betting on strategic land investments and a resilient spring selling season to fuel its 2026 outlook.
PennyMac Mortgage Investment Trust (PMT) closed 2025 with robust earnings, driven by a dramatic expansion in its private-label securitization business. While this growth fueled returns, the company's correspondent lending segment faced pressure, and faster mortgage prepayments impacted servicing rights income.
Parker-Hannifin posts record-breaking Q2 fiscal 2026 results, fueled by robust organic growth and margin expansion, particularly in aerospace. The industrial giant raises full-year guidance and details strategic progress on its planned acquisition of Filtration Group Corporation.
Oshkosh Corporation reported full-year revenue of $10.4 billion and adjusted EPS of $10.79 for 2025. While projecting sales growth to approximately $11 billion in 2026, the company cautioned about near-term softness in its industrial access equipment segment and a significant $200 million tariff impact.
Janus Henderson Group (NYSE:JHG) finds itself at the center of a valuation debate. While some models peg the asset manager as modestly undervalued, a deeper cash flow analysis suggests a starkly different picture, leaving investors to weigh competing narratives amid industry headwinds.
Fractyl Health's Revita procedure shows promise in maintaining weight after stopping GLP-1 drugs, with new six-month data prompting the company to seek a streamlined FDA pathway. A packed 2026 roadmap aims for a U.S. submission, but financial pressures loom.
Plains All American Pipeline's strategic pivot—selling its Canadian NGL unit for $3.8 billion to fund the acquisition of the EPIC Crude Oil Pipeline—has sharpened its focus on oil transportation. While a 10% distribution hike signals confidence, analyst downgrades and heightened options volatility ahead of earnings reveal deep divisions over the company's risk-reward profile.
Antero Resources moves to finance its planned purchase of HG Energy II Production Holdings through a senior notes offering, a deal-contingent move that reframes its capital structure while introducing near-term execution risks for investors to watch.
Shares of Yum China Holdings (NYSE:YUMC) have climbed steadily over recent months, reigniting investor interest in the fast-food giant's fundamentals and valuation story. With the stock trading below a key fair value estimate, analysts are weighing the sustainability of its momentum against rising operational headwinds in the Chinese market.
As GCM Grosvenor's (NASDAQ: GCMG) share price exhibits volatile trading near $11.31, a significant gap emerges between its current market price and analyst fair value estimates. Investors are weighing cooling short-term momentum against a long-term growth story built on recurring fees and scaled operations.
Shares of FMC Corporation have surged over 13% in the past month, sparking debate among investors. While the short-term bounce offers relief, it contrasts sharply with a punishing 70% decline over the past year. Analysts and investors are now weighing whether the current valuation gap represents a genuine opportunity or a reflection of deep-seated challenges.
As leveraged positions trigger a violent cross-asset selloff, ARK Invest founder Cathie Wood suggests gold's rally shows signs of a late-cycle bubble, pointing to extreme valuation metrics. The dramatic session saw nearly $9 trillion in market value swing across equities and metals.
As platforms like Kalshi gain regulatory traction, major online brokerages are making strategic moves into prediction markets. We analyze what this emerging trend could mean for Webull, Robinhood, and Interactive Brokers.
Origin Bancorp (OBK) executives detailed strong profitability gains and a strategic hiring push, positioning the bank to capitalize on merger-driven market shifts and surpass $10 billion in assets.
Despite a weaker-than-expected volume environment, Norfolk Southern reported in-line cost performance for Q4 and highlighted significant strides in operational safety and efficiency. Executives pointed to a pivotal year of structural change while outlining cost and capital expenditure guidance for 2026.
Despite a challenging price environment, Murphy Oil (MUR) reported strong operational execution for 2025 and laid out a capital plan focused on funding key international and offshore projects. While near-term production is set to dip, CEO Eric Hambly highlighted a transformative discovery in Vietnam and strategic portfolio expansion as pillars for future growth.
National Fuel Gas (NFG) reported robust first-quarter earnings, driven by a 29% surge in upstream EBITDA. Executives highlighted progress on pipeline expansions, strategic hedging against volatile gas prices, and the planned acquisition of CenterPoint's Ohio utility, while reaffirming full-year guidance.
Bank of America has upgraded Apellis Pharmaceuticals (APLS) to 'Buy,' citing robust early adoption of its drug Empaveli and significant undervaluation of its potential in treating rare kidney diseases, despite a more cautious outlook from Wells Fargo.
Australia reaffirms its commitment to building resilient critical mineral supply chains and a strategic reserve, undeterred by the U.S. stepping back from plans to guarantee minimum prices for such projects.
