FY2026 EPS Estimate for Bausch Health Cos Raised by Analyst
Zacks Research has increased its FY2026 EPS estimate for Bausch Health Cos (NYSE:BHC) to $4.24 from $3.93, while maintaining a "Strong Sell" rating. This adjustment aligns with the current consensus forecast. The company recently exceeded earnings expectations, reporting an EPS of $1.26 against a consensus of $0.96 and revenue of $2.83 billion against an expected $2.59 billion.
GE HealthCare names new CFO
GE HealthCare has appointed William Grogan as its new CFO, filling the vacancy left by Jay Saccaro. Grogan, formerly CFO at Xylem, is set to join GE HealthCare on September 14, 2026. Analysts from Stifel and RBC Capital Markets have welcomed the appointment, citing Grogan's strong track record in meeting earnings expectations, expanding margins, and simplifying operating systems, despite his lack of specific medtech experience.
160,631 Shares in Elanco Animal Health Incorporated $ELAN Purchased by First National Bank of Omaha
First National Bank of Omaha recently acquired 160,631 shares of Elanco Animal Health (NYSE:ELAN) valued at approximately $3.97 million during the second quarter. This purchase contributes to institutional investors collectively owning 97.48% of ELAN's outstanding stock. Elanco exceeded quarterly earnings and revenue expectations, and analysts maintain a "Moderate Buy" rating with an average price target of $29.09.
Amylyx (AMLX) Climbs to Fresh High as Avexitide Moves Closer to Commercialization
Amylyx Pharmaceuticals (AMLX) stock surged to a new three-year high following strong Phase 3 clinical trial results for its drug candidate Avexitide, a treatment for post-bariatric hypoglycemia (PBH). The drug successfully reduced low-blood-sugar episodes by 55% and met all secondary endpoints, leading to increased price targets from several investment firms. Amylyx plans to submit a new drug application to the FDA by year-end, aiming for commercialization in 2027, addressing a significant unmet medical need as there are currently no FDA-approved therapies for PBH.
Deutsche Bank AG Purchases 319,709 Shares of Zoetis Inc. $ZTS
Deutsche Bank AG increased its stake in Zoetis Inc. by 5.8% in the second quarter, acquiring an additional 319,709 shares, bringing its total holdings to 5.85 million shares valued at approximately $420.5 million. Other institutional investors also adjusted their positions, with collective institutional ownership reaching 92.8%. Despite a consensus "Hold" rating from analysts and a target price of $109.62, several firms have recently lowered their price targets for Zoetis.
ZTS Shareholders Have Opportunity to Lead Zoetis Inc. Class Actio
A class action lawsuit has been filed against Zoetis Inc. (NYSE:ZTS) and its officers, alleging that they made false and misleading statements regarding the growth and market share of key Companion Animal products. Shareholders who purchased Zoetis securities between January 14, 2025, and May 6, 2026, are encouraged to join the lawsuit, with a deadline of July 27, 2026, to request appointment as lead plaintiff. Bronstein, Gewirtz & Grossman, LLC is representing investors on a contingency fee basis.
Fifth Third Bancorp Decreases Stake in Zoetis Inc. $ZTS
Fifth Third Bancorp reduced its stake in Zoetis Inc. by 20.6% in the second quarter, selling 29,167 shares and holding 112,370 shares valued at $8.1 million. Despite a recent earnings beat and a declared dividend, Zoetis shares have seen a significant drop from their 52-week high, prompting analysts to issue a consensus "Hold" rating with an average price target of $109.62. Institutional investors collectively own 92.8% of the company's stock.
Principal Financial Group Inc. Trims Stake in Zoetis Inc. $ZTS
Principal Financial Group Inc. reduced its stake in Zoetis Inc. by 4.4% in the second quarter, selling 24,472 shares but still holding 527,859 shares valued at $37.9 million. Other institutional investors, such as J. Stern & Co. LLP and Vanguard Group Inc., significantly increased their holdings in Zoetis. The stock currently holds a consensus "Hold" rating from analysts with a target price of $109.62, and the company recently reported quarterly earnings that slightly beat estimates despite a revenue decline.
Bank of America Corp DE Increases Position in V2X, Inc. $VVX
Bank of America Corp DE significantly increased its stake in V2X, Inc. by 26.5% during the first quarter, now holding 517,369 shares valued at $35.4 million. Despite institutional investors owning a large portion of the company, analyst sentiment is mixed, with a consensus "Hold" rating and an average price target of $86.90. V2X recently surpassed earnings and revenue expectations, reporting $1.64 EPS and $1.26 billion in revenue.
Brandes Investment Partners, LP's Top Q2 2026 Move: CNH Industrial NV at a 1.51% Portfolio Impact
Brandes Investment Partners, LP made significant portfolio adjustments in Q2 2026, prominently increasing its stake in CNH Industrial NV by 704.31%, leading to a 1.51% portfolio impact. The firm also added 18 new stocks, with Zoetis Inc, Capital One Financial Corp, and Vanguard FTSE Developed Markets ETF being the largest additions, and completely exited 11 holdings including Nutrien Ltd. These changes reflect Brandes' value-oriented strategy, focusing on undervalued industrial and consumer names while maintaining a diversified portfolio across 11 industries.
Coeur Mining Stock Is Priced On Its Margin
Coeur Mining (CDE) stock has returned 56% over the last year but trades below its 52-week high, presenting a valuation that appears cheaper than the S&P 500 on earnings and more expensive on sales. This dual valuation is attributed to the company's high operating margin. The miner's future performance hinges on its newly acquired Canadian mines reaching production targets and stable metal prices, with historical data showing its stock's sensitivity to market downturns despite a strong cash balance.
Mirae Asset Global Investments Co. Ltd. Acquires 3,726 Shares of Humana Inc. $HUM
Mirae Asset Global Investments Co. Ltd. increased its stake in Humana Inc. by 14.5% during the second quarter, acquiring an additional 3,726 shares and bringing its total holdings to 29,374 shares valued at approximately $11.7 million. Institutional investors now own 92.38% of Humana's shares. Humana recently exceeded quarterly earnings expectations with an adjusted EPS of $7.61 and revenue of $40.89 billion, although its stock trades below its 52-week high.
Lululemon leads large-caps as a potential acquisition target with 79.8% fair value upside
Lululemon Athletica is identified as a prime acquisition target among large-cap U.S. stocks due to its significant 79.8% fair value upside, strong financials, and premium brand status despite a recent stock decline. The article highlights its low price-to-earnings ratio and healthy balance sheet as key attractors for potential buyers. Other companies like Adobe, Zoetis, and Intuit are also mentioned as potential targets, though with caveats regarding their market cap or debt levels.
Zacks Industry Outlook Highlights Aflac, Globe Life, Trupanion and Employers Holdings
The Zacks Accident and Health Insurance industry is expected to benefit from increased underwriting exposure, with Aflac, Globe Life, Trupanion, and Employers Holdings poised for growth due to rising demand for group insurance. However, the industry faces challenges from persistent medical inflation and pricing pressures, despite advancements in technology like AI and improved claims frequency. The industry currently holds a Zacks Industry Rank #214, indicating bleak near-term prospects despite individual company advancements.
Why Did This Digital Asset Stock Soar More Than 49% Today?
Forum Markets Inc. (FRMM) shares surged over 53% after the company announced it would restart its share repurchase program and form a special committee for strategic review. The board believes repurchases at current price levels reflect the company's intrinsic value. The special committee will explore options like mergers, acquisitions, asset sales, and new partnerships to maximize shareholder value.
Barclays Adjusts Price Target on IDEXX Laboratories to $710 From $800, Keeps Overweight Rating
Barclays has updated its price target for IDEXX Laboratories (IDXX) to $710, down from the previous $800, while maintaining an "Overweight" rating on the stock. This adjustment reflects a revised valuation perspective for the veterinary diagnostics company. The news comes amid other analyst updates and recent financial reporting from IDEXX Laboratories.
AbCellera (ABCL) Rockets 44% as Hot Flash Treatment Brightens Growth Outlook
AbCellera Biologics (ABCL) surged 44% to a three-year high following positive clinical trial results for its hot flash treatment, ABCL635. The drug significantly reduced hot flashes in postmenopausal women, outperforming a placebo, and analysts are bullish on its potential in a large addressable market. Despite a slight decrease in the number of hedge funds holding positions, their aggregate holdings in ABCL increased by 29% in the first quarter, indicating growing investor confidence.
Insider Buying: Elanco Animal Health (NYSE:ELAN) Director Buys 10,000 Shares of Stock
Elanco Animal Health (NYSE:ELAN) Director Paul Herendeen recently purchased 10,000 shares of the company's stock for $236,800, increasing his total ownership to 111,687 shares. This insider buying follows Elanco's strong quarterly earnings report, where the company beat estimates with $0.34 EPS and saw revenue increase by 10.2% year-over-year to $1.37 billion. Analysts currently hold a "Moderate Buy" consensus rating for ELAN, with an average price target of $29.09.
Insider Buying: Elanco Animal Health (NYSE:ELAN) CFO Buys $96,936.00 in Stock
Elanco Animal Health's CFO, Robert Vanhimbergen, purchased 4,200 shares of the company's stock for $96,936, increasing his holdings by 3.15%. This insider buying follows Elanco's strong quarterly results, which exceeded EPS and revenue expectations. Analysts maintain a "Moderate Buy" rating for ELAN with a consensus price target of $29.09.
Theravance Biopharma Q2 2026: Viatris collaboration revenue $20.7M; net loss $5.9M; $388M cash
Theravance Biopharma reported its Q2 2026 financial results, including $20.7 million in revenue from its Viatris collaboration and a GAAP net loss of $5.9 million, with $387.7 million in cash and marketable securities. The company highlighted strong YUPELRI performance, a pending acquisition by Zymeworks, and significant cost reductions from organizational restructuring. They also expressed confidence in achieving a $100 million milestone payment from Royalty Pharma related to TRELEGY royalties.
Bank of America Corp DE Has $80.36 Million Stake in Elanco Animal Health Incorporated $ELAN
Bank of America Corp DE significantly increased its stake in Elanco Animal Health Incorporated by 38% in Q1, bringing its total holding to $80.36 million. This comes as Elanco reported strong quarterly earnings, beating analyst expectations, and issued positive full-year EPS guidance. Analysts maintain a "Moderate Buy" rating, and company insiders have also recently purchased shares, indicating confidence in the stock.
Zoetis (ZTS) Stock Sinks After Guidance Cut Deepens Profit Concerns
Zoetis (ZTS) stock fell almost 6% after the company cut its full-year guidance, now expecting adjusted diluted earnings per share between US$6.15 and US$6.25 and a mid to high single-digit decline in organic adjusted net income. This guidance cut was largely driven by a decline in U.S. companion animal revenue, particularly in dermatology and OA pain treatments, despite growth in diagnostics and livestock segments. The article discusses whether Zoetis is now a bargain or if the lowered guidance confirms bearish concerns about competitive pressure and over-reliance on the U.S. companion animal market.
Elanco Animal Health Q2 Earnings Call Highlights
Elanco Animal Health reported strong second-quarter 2026 results, exceeding prior guidance with revenue up 10% to $1.368 billion, driven by new pet-health products like Zenrelia and Credelio Quattro, and growth in U.S. farm animal operations. The company raised its full-year organic constant-currency revenue growth outlook to 6% to 7% and improved its net leverage target. Innovation in both pet and farm animal segments, alongside productivity initiatives, are key drivers for Elanco's sustained growth.
Zoetis Earnings: Full Force of Heightened Competition on Display; Cutting Our Fair Value Estimate
Zoetis reported flat top-line growth and a 5% decline in earnings year over year for its second quarter, primarily due to an 11% drop in US companion animal revenue. Consequently, the company significantly reduced its revenue and earnings per share guidance. Morningstar has lowered its fair value estimate for Zoetis, although shares are still considered undervalued, reflecting the impact of heightened competition.
IDEXX Laboratories, Inc. (IDXX) stock price, news, quote and history
This article provides a comprehensive overview of IDEXX Laboratories, Inc. (IDXX) stock, including its current price, key financial statistics, historical performance, and analyst ratings. It details the company's operations in animal diagnostics, water quality, and veterinary software, and compares its performance to benchmarks like the S&P 500 and similar companies. The content is current as of August 7, 2026, with an analyst rating update on August 5, 2026.
Elanco Animal Health Incorporated (NYSE:ELAN) Receives Average Recommendation of "Moderate Buy" from Brokerages
Elanco Animal Health (NYSE:ELAN) has received a "Moderate Buy" consensus rating from analysts, with an average 12-month price target of $29.09, significantly above its current share price of $22.06. The company recently surpassed quarterly earnings expectations, reporting adjusted EPS of $0.34 on revenues of $1.37 billion, and provided positive guidance for Q3 and full-year 2026 EPS. Insider purchases by CEO Jeffrey N. Simmons and Rajeev A. Modi, alongside 97.48% institutional ownership, highlight confidence in the stock.
Elanco Animal Health Q2 Earnings Call Highlights
Elanco Animal Health reported strong Q2 2026 earnings, exceeding guidance with revenue up 10% year-over-year and adjusted EPS increasing 31%. Growth was primarily driven by pet health products like Zenrelia and Credelio Quattro, leading the company to raise its full-year outlook for organic constant-currency revenue growth. Elanco also reduced its net debt and improved its year-end net leverage target.
Wells Fargo & Company Lowers Monte Rosa Therapeutics (NASDAQ:GLUE) Price Target to $27.00
Wells Fargo & Company has lowered its price target for Monte Rosa Therapeutics (NASDAQ:GLUE) to $27.00 from $29.00, while maintaining an "overweight" rating. This adjustment comes despite the company missing quarterly earnings expectations, reporting a $0.43 per-share loss against an anticipated $0.38 loss and lower-than-expected revenue. Despite the target reduction, analysts largely remain positive, with a "Moderate Buy" consensus and an average target price of $30.33.
KKR & Co. Inc. (KKR) Stock forecasts
This article provides a brief overview and analyst report for KKR & Co. Inc., a global investment management firm founded in 1976. The report, by Argus, highlights record monetization and good forward prospects for KKR. It includes details on
As Competition Crowds Zoetis, We Lower Our Fair Value Estimate
Morningstar has lowered its fair value estimate for Zoetis (ZTS) due to increased competition in the animal health industry. Despite this, Zoetis is still considered the leader in the global animal health industry, known for its innovation across a wide range of products and expansion into various animal-related health markets. The company's shares are believed to remain undervalued even with the reduced fair value estimate.
NN Inc earnings beat by $0.09, revenue topped estimates
NN Inc (NASDAQ: NNBR) reported second-quarter EPS of $0.110, surpassing analyst estimates by $0.09, and revenue of $128.74 million, exceeding the consensus of $117.07 million. The company's stock price has shown significant growth, up 39.290% in the last three months and 77.270% in the last 12 months, with its financial health rated as "fair performance" by InvestingPro.
Encore Capital Group stock hits all-time high at 99.09 USD
Encore Capital Group's stock (ECPG) has reached an all-time high of $99.09, reflecting strong investor confidence and positive market sentiment. The company is trading at a low earnings multiple with a P/E ratio of 7.21, and its stock has shown impressive year-to-date and 1-year total returns. Despite a slight miss on EPS due to refinancing costs, the company reported strong Q2 2026 revenue that surpassed Wall Street expectations.
Zoetis Sees Softer Pet Health Demand, But Adapting Commercial Strategy to Navigate Headwinds
Zoetis Inc. (NYSE: ZTS) reported Q2 adjusted earnings of $1.87 per share, beating consensus, but sales of $2.468 billion missed estimates, showing flat year-over-year revenue. The company noted softer demand in the companion animal market due to lower clinic visits and pet owner price sensitivity, alongside heightened competition, leading to a commercial strategy adaptation. Consequently, Zoetis cut its fiscal 2026 adjusted earnings and sales guidance, and announced a management transition with James Saccaro appointed as EVP, CFO, and COO.
Omnicom Group Inc. (NYSE:OMC) Given Consensus Rating of "Hold" by Analysts
Eleven analysts have given Omnicom Group Inc. (NYSE:OMC) a consensus "Hold" rating, with an average 12-month price target of $99, significantly higher than its recent share price of $81.76. The company recently reported Q2 earnings per share of $2.65, slightly missing estimates, but revenue of $6.56 billion exceeded expectations, representing a 63.4% year-over-year increase. Omnicom also declared a quarterly dividend of $0.80 per share, resulting in an attractive 3.9% annual yield, and institutional investors hold nearly 92% of the stock.
Elanco Animal Health (ELAN) Stock Eyes Margin Momentum As Debt Questions Linger
Elanco Animal Health's stock rose 2.4% following its Q2 2026 report, which showed significant improvement in adjusted EBITDA and gross margin, despite trailing losses. The company's "Big 6" portfolio and new products like Zenrelia and Credelio Quattro are driving revenue growth and market penetration. While progress in margin and debt reduction is evident, concerns remain about the sustainability of profitability and the company's leveraged balance sheet.
Elanco Animal Health (NYSE:ELAN) Hits New 1-Year High Following Strong Earnings
Elanco Animal Health (NYSE:ELAN) shares reached a new 52-week high after reporting strong quarterly earnings of $0.34 EPS, surpassing estimates, with revenue rising 10.2% to $1.37 billion. The company provided Q3 and full-year 2026 EPS guidance, and analysts maintain a "Moderate Buy" rating with an average price target of $28.73. Insider purchases by CEO Jeffrey N. Simmons and Rajeev A. Modi, along with significant institutional ownership, highlight confidence in the company.
Curious about ResMed (RMD) Q4 Performance? Explore Wall Street Estimates for Key Metrics
Wall Street analysts project that ResMed (RMD) will report Q4 earnings of $2.90 per share, an increase of 13.7% year-over-year, with revenues expected to reach $1.46 billion, up 8.4%. The consensus EPS estimate has seen a slight downward revision of 0.1% over the last 30 days. The article also details specific revenue projections for various segments of ResMed's business, including global sleep and breathing health, residential care software, and geographical breakdowns.
USANA Health Sciences (USNA) Reports Q2 Loss, Lags Revenue Estimates
USANA Health Sciences (USNA) reported a Q2 loss of $0.07 per share, missing the Zacks Consensus Estimate of $0.43, and revenues of $223.27 million, falling short of the $235.85 million reported a year ago. Despite outperforming the market year-to-date with a 16.4% stock gain, the company's current Zacks Rank is #3 (Hold), indicating that its shares are expected to perform in line with the market. Investors are now awaiting management's commentary on the earnings call to gauge future stock movement.
Sequans Communications earnings beat by $0.19, revenue fell short of estimates
Sequans Communications (NYSE: SQNS) reported second-quarter EPS of $-0.270, exceeding analyst estimates by $0.19, despite revenue of $7.5M falling short of the consensus estimate of $8.63M. The company's stock has seen a significant decline, down -26.950% in the last 3 months and -81.520% in the last 12 months, with a "weak performance" financial health score according to InvestingPro.
California State Teachers Retirement System Increases Position in Elanco Animal Health Incorporated $ELAN
The California State Teachers Retirement System increased its stake in Elanco Animal Health (NYSE: ELAN) by 22.9% in the first quarter of 2026, bringing its total holdings to 576,936 shares valued at $13.8 million. Institutional investors now own 97.48% of the company's stock, while analysts maintain a "Moderate Buy" rating with an average price target of $28.73. Elanco recently surpassed quarterly expectations, reporting $0.40 in adjusted EPS on revenues of $1.37 billion, a 14.9% increase year-over-year.
Edgestream Partners L.P. Makes New Investment in Avnet, Inc. $AVT
Edgestream Partners L.P. has acquired a new stake in Avnet, Inc. (NASDAQ:AVT) during the first quarter, purchasing 38,943 shares valued at approximately $2.4 million. This investment comes amidst other institutional investors modifying their holdings in Avnet, with the company's stock exhibiting a market capitalization of $7.29 billion and a P/E ratio of 34.57. Analysts have issued varied ratings for Avnet, with a consensus "Hold" rating and an average price target of $89.50.
Segall Bryant & Hamill LLC Sells 453,887 Shares of Amkor Technology, Inc. $AMKR
Segall Bryant & Hamill LLC significantly reduced its stake in Amkor Technology, Inc. by selling 453,887 shares, leaving them with 443,750 shares valued at approximately $20 million. This comes as Amkor Technology reported strong Q2 earnings, beating analyst expectations with an EPS of $0.70 and revenue of $1.90 billion, and provided a positive outlook for Q3. Analysts currently rate Amkor Technology as a "Moderate Buy" with a consensus price target of $68.12, and the company offers a quarterly dividend.
Tom Gayner's Top Q2 2026 Move: MercadoLibre Inc at a 0.24% Portf
Tom Gayner, Co-CEO of Markel Corporation, made significant portfolio adjustments in Q2 2026. He notably increased his stake in MercadoLibre Inc (MELI) by 340.37%, impacting his portfolio by 0.24% with a total value of $40.74 million. Additionally, Gayner bought new positions in Zoetis Inc (ZTS) and Netflix Inc (NFLX), while completely exiting Scotts Miracle Gro Co (SMG) and UnitedHealth Group Inc (UNH), and reducing holdings in Meta Platforms Inc (META) and Analog Devices Inc (ADI).
Michael Burry Expands Bets Against Nvidia, Micron— and Is Now Buying Lululemon and DraftKings
Michael Burry, known from "The Big Short," has increased his bearish positions against semiconductor giants Nvidia and Micron, along with broader market ETFs like iShares Semiconductor ETF and Invesco QQQ Trust. Simultaneously, Burry has built long positions in Lululemon Athletica and DraftKings, and added to Zoetis, arguing these "de-risked" stocks are in a consolidation phase after significant drops. He continues to express concerns about AI valuations, calling out Nvidia's credit default swaps and criticizing the "poor earnings quality" of Microsoft and Meta Platforms.
Zoetis, Inc. Class A Revenue Breakdown – MUN:ZOE
This article provides a revenue breakdown for Zoetis, Inc. Class A (MUN:ZOE), highlighting its top-performing segment and geographical contributions. In the last fiscal year, the company generated €8.06 billion in revenue, with the Parasiticides segment contributing €1.99 billion and the United States accounting for €4.34 billion of the total.
Neogen posts strongest food safety unit growth since 2023 in Q4
Neogen Corp. reported its strongest food safety unit growth in three years during Q4 fiscal 2026, with core food safety revenue growing 5.8%, driven by gains in pathogen testing, culture media, and bacterial sanitation products. Despite this, overall company revenue remained flat and the company posted a net loss of $11.3 million. Neogen guided toward $880-885 million revenue for fiscal 2027 and plans to transition Petrifilm manufacturing to its Lansing site.
Neogen Food Safety Core Growth Hits 5.8%, Highest Since FY23
Neogen Corporation reported Q4 FY26 revenue of $225.3 million, with Food Safety core growth at 5.8%, the highest since FY23. The company also provided FY27 guidance, projecting revenues between $880 million and $885 million, and adjusted EBITDA of $180 million to $182 million. Neogen is on track to transition Petrifilm manufacturing and is working to divest its Genomics business by the first half of FY27.
Principal Financial Group Inc. Acquires Shares of 217,717 FIGS, Inc. $FIGS
Principal Financial Group Inc. recently acquired 217,717 shares of FIGS, Inc., valued at approximately $3.2 million, increasing institutional ownership to 92.21%. FIGS reported strong quarterly revenue of $159.9 million, a 28% year-over-year increase, and beat EPS estimates with $0.03. Analysts hold a "Moderate Buy" rating with an average price target of $15.93, despite a reported stock price of $10.54 and recent insider share sales.
Q&A: Aprea Therapeutics' Oren Gilad on WEE1 Inhibitor Data and the Company's DNA Damage Response Strategy
Oren Gilad, CEO of Aprea Therapeutics, discussed the company's WEE1 inhibitor, APR-1051, at BIO 2026, highlighting initial positive phase 1 data presented at ASCO 2026, including a confirmed partial response. APR-1051 is designed to minimize off-target effects compared to earlier WEE1 inhibitors, and Aprea employs a precision oncology strategy with AI-supported biomarkers to identify responsive patient populations. The company is actively seeking a partner for its ATR inhibitor ATRN-119, while refining patient selection for its legacy p53 program, eprenetapopt.
Unisys (NYSE:UIS) Announces Quarterly Earnings Results
Unisys (NYSE:UIS) reported a wider-than-expected quarterly loss of $0.08 per share, missing the consensus estimate of a $0.03 loss, despite revenue of $473.5 million exceeding estimates. Shares rose slightly by 1.4% to $3.48 following the announcement, but the company remains unprofitable with negative margins. Analyst sentiment is mixed, with a consensus "Hold" rating and a $6.33 target price, while institutional investors hold a significant stake.
