Wave Life Sciences (WVE - Free Report) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.34. This compares to a loss of $0.29 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +61.31%. A quarter ago, it was expected that this biopharmaceutical company would post a loss of $0.28 per share when it actually produced a loss of $0.3, delivering a surprise of -7.14%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Wave Life Sciences, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $38.25 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 256.61%. This compares to year-ago revenues of $9.18 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Wave Life Sciences shares have lost about 59.2% since the beginning of the year versus the S&P 500's gain of 4.8%.
What's Next for Wave Life Sciences?While Wave Life Sciences has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Wave Life Sciences was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.37 on $8.45 million in revenues for the coming quarter and -$1.39 on $37.78 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Biomedical and Genetics is currently in the bottom 41% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Kymera Therapeutics, Inc. (KYMR - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on April 30.
This company is expected to post quarterly loss of $0.89 per share in its upcoming report, which represents a year-over-year change of -8.5%. The consensus EPS estimate for the quarter has been revised 1.4% lower over the last 30 days to the current level.
Kymera Therapeutics, Inc.'s revenues are expected to be $11.02 million, down 50.1% from the year-ago quarter.
May 13, 2026 16:05 ET | Source: Wave Life Sciences USA, Inc.
CAMBRIDGE, Mass., May 13, 2026 (GLOBE NEWSWIRE) -- Wave Life Sciences Ltd. (Nasdaq: WVE), a clinical-stage biotechnology company focused on unlocking the broad potential of RNA medicines to transform human health, today announced that Paul Bolno, MD, MBA, President and Chief Executive Officer, is scheduled to participate in an analyst-led fireside chat at the 2026 RBC Capital Markets Global Healthcare Conference in New York City on Wednesday, May 20, 2026 at 8:00 a.m. ET.
A live webcast of the presentation can be accessed by visiting “Investor Events” on the Investors section of the Wave Life Sciences website: https://ir.wavelifesciences.com/events-publications/events. A replay of this presentation will be archived and available on the site for a limited time following the event.
About Wave Life Sciences
Wave Life Sciences (Nasdaq: WVE) is a biotechnology company focused on unlocking the broad potential of RNA medicines to transform human health. Wave’s RNA medicines platform, PRISM®, combines multiple modalities, chemistry innovation and deep insights in human genetics to deliver scientific breakthroughs that treat both rare and common disorders. Its toolkit of RNA-targeting modalities, including RNAi (SpiNA) and RNA editing (AIMers), provides Wave with unmatched capabilities for designing and sustainably delivering candidates that optimally address disease biology. Wave’s pipeline is focused on its obesity (WVE-007), alpha-1 antitrypsin deficiency (WVE-006) and PNPLA3 I148M liver disease (WVE-008) programs, and also includes clinical programs in Duchenne muscular dystrophy and Huntington’s disease, as well as several preclinical programs utilizing the company’s versatile RNA medicines platform. Driven by the calling to “Reimagine Possible,” Wave is leading the charge toward a world in which human potential is no longer hindered by the burden of disease. Wave is headquartered in Cambridge, MA. For more information on Wave’s science, pipeline and people, please visit www.wavelifesciences.com and follow Wave on X and LinkedIn.
Contact:
Kate Rausch
VP, Corporate Affairs and Investor Relations
+1 617-949-4827
Investors:
James Salierno
Director, Investor Relations
+1 617-949-4043 [email protected]
Data reinforce WVE-006's potential to address both lung and liver manifestations of AATD with a durable, convenient, and safe therapy capable of recapitulating the protective MZ-like phenotype with monthly dosing
The sponsorship helps expand proven strategies to consistently detect a genetic, irreversible, and progressive condition in patients with liver and/or lung disease.
, /PRNewswire/ -- AlphaDetect, the nonprofit organization powered and funded by the Alpha-1 Foundation (A1F), today announced Wave Life Sciences as an inaugural industry sponsor. The support further strengthens efforts to accelerate routine targeted detection of Alpha-1 Antitrypsin Deficiency (Alpha-1) in people impacted by liver and/or lung disease, consistent with clinical practice guidelines.
Wave Life Science AlphaDetect is dedicated to identifying everyone at risk for this progressive, irreversible genetic condition by elevating awareness and removing barriers to detection. The organization will provide free genetic testing for Alpha-1 in their proprietary laboratory, at no cost to insurance or patients. In addition, they provide support from a committed engagement team for healthcare providers. These efforts will increase the availability of Alpha-1 detection tools and support at the practice level while also partnering with healthcare providers to strategically advance protocols and technologies across healthcare systems.
"We know from conversations with the Alpha-1 community that AATD (Alpha-1 Antitrypsin Deficiency) is highly underdiagnosed and often misdiagnosed. We're proud to support AlphaDetect as an inaugural sponsor and especially excited about this centralized lab for Alpha-1 testing and detection, supported by a team dedicated to the Alpha-1 community," said Christopher Wright, MD, PhD, Chief Medical Officer at Wave Life Sciences. "In addition to genetic testing, AlphaDetect is part of a broader effort to connect people living with Alpha-1 to care, resources, and ongoing research that may potentially have a significant impact on their quality of life and the progression of their disease."
"Alpha-1 is a progressive, genetic lung and liver condition where delays in detection may have real, irreversible consequences," said Julie Murray, CEO of AlphaDetect. "The ability to scale proven approaches to identifying at-risk patients, quickly and systematically, can inform timely decisions for those impacted. The support and commitment from Wave Life Sciences are important and appreciated as we continue to advance Alpha-1 detection."
Alpha-1 remains significantly underdiagnosed, with more than 90% of affected individuals estimated to be unidentified. It is also the leading known genetic risk factor for COPD and is associated with liver disease in both children and adults. Importantly, detection also provides a point of entry into the Alpha-1 community, opening the door to the comprehensive information, support, and resources needed for the journey ahead.
"This support builds on Wave Life Science's focus on novel approaches to support the Alpha-1 community and represents an important step forward in how we advance detection," said Scott Santarella, CEO of the Alpha-1 Foundation. "By expanding these efforts through AlphaDetect, we can identify more individuals earlier and deliver on A1F's mission of improving their lives."
The latest clinical guidelines recommend testing for Alpha-1 in all individuals with COPD, treatment-resistant asthma, or unexplained liver disease. Yet real-world results fall far short of this. AlphaDetect is committed to closing the gap. Wave Life Science's sponsorship and commitment will help AlphaDetect scale efforts to enhance provider education, broaden detection strategies, and work across the Alpha-1 community to identify individuals with Alpha-1.
About AlphaDetect
AlphaDetect, founded in 2025, accelerates detection to uncover everyone genetically at risk for Alpha-1. Located in Durham, NC, AlphaDetect will operate as a limited liability company and a non-profit subsidiary of Alpha-1 Foundation, holding tax-exempt status under Section 501(c)3 of the Internal Revenue Code.
For more information, visit https://alpha1.org/alphadetect/
Contact: Cindy Machles
917-453-9760
Email: [email protected]
About Wave Life Sciences
Wave Life Sciences (Nasdaq: WVE) is a biotechnology company focused on unlocking the broad potential of RNA medicines to transform human health. Wave's RNA medicines platform, PRISM®, combines multiple modalities, chemistry innovation and deep insights in human genetics to deliver scientific breakthroughs that treat both rare and common disorders. Its toolkit of RNA-targeting modalities, including RNAi (SpiNA) and RNA editing (AIMers), provides Wave with unmatched capabilities for designing and sustainably delivering candidates that optimally address disease biology. Wave's pipeline is focused on its obesity (WVE-007), alpha-1 antitrypsin deficiency (WVE-006) and PNPLA3 I148M liver disease (WVE-008) programs, and also includes clinical programs in Duchenne muscular dystrophy and Huntington's disease, as well as several preclinical programs utilizing the company's versatile RNA medicines platform. Driven by the calling to "Reimagine Possible," Wave is leading the charge toward a world in which human potential is no longer hindered by the burden of disease. Wave is headquartered in Cambridge, MA. For more information on Wave's science, pipeline and people, please visit www.wavelifesciences.com and follow Wave on X and LinkedIn.
For more information, visit www.wavelifesciences.com
Contact: Katie Sullivan
Senior Director, Corporate Communications
617-949-2936
[email protected]
About the Alpha-1 Foundation
The Alpha-1 Foundation, founded in 1995, is committed to finding a cure for Alpha-1 Antitrypsin Deficiency (Alpha-1) and to improving the lives of people affected by the condition worldwide. A1F has invested over $100 million to support Alpha-1 research and programs at 130 institutions in North America, Europe, the Middle East and Australia.
Wave Life Sciences Ltd. retains a Strong Buy rating, driven by near-term Accelerated Approval catalysts for WVE-N531 and WVE-006. The company is on track to file an NDA for WVE-N531 in DMD exon 53 skipping in 2026, targeting approval based on dystrophin production and functional testing. Recent phase 1b/2a data for WVE-006 in AATD showed up to 70.5% Z-AAT reduction with multi-dosing, with key FDA feedback and 600 mg multi-dose data expected in mid/late 2026.
SAN DIEGO, May 27, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating whether Wave Life Sciences Ltd. (NASDAQ: WVE) or certain of its executive officers violated federal securities laws. The investigation focuses on investors’ losses and whether they may be recovered under federal securities laws.
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Background of the Investigation
On March 26, 2026, Wave Life Sciences announced positive interim Phase 1 data from INLIGHT, its clinical trial evaluating WVE-007, an investigational INHBE GalNAc-siRNA for people living with overweight or obesity.
Wave reported that, at six-month follow-up, a single 240 mg dose of WVE-007 produced placebo-adjusted reductions in visceral fat of 14.3%, total fat of 5.3%, waist circumference of 3.3%, and body weight of 0.9%, while lean mass increased 2.4%. The Company also reported that, in the 400 mg cohort, three-month data showed placebo-adjusted reductions in visceral fat of 5.0% and total fat of 0.7%, with lean mass preservation.
Following this news, Wave’s stock declined sharply, damaging investors.
In light of these disclosures, Johnson Fistel is investigating whether Wave Life Sciences complied with state and federal laws, including the federal securities laws. If you suffered losses, or are a long-term holder of Wave Life Sciences stock, contact Johnson Fistel.
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On May 15, 2026, Exome Asset Management reported selling out of Wave Life Sciences (WVE +0.60%), liquidating 421,488 shares in an estimated $5.49 million trade based on quarterly average pricing.
What happenedAccording to an SEC filing dated May 15, 2026, Exome Asset Management sold its entire stake of 421,488 shares in Wave Life Sciences. The estimated value of the transaction is $5.49 million, calculated using the average closing price during the first quarter of 2026. The quarter-end value of Exome’s position in the company dropped by $7.17 million, a figure that includes both trading activity and price fluctuations.
What else to knowExome Asset Management LLC fully exited its Wave Life Sciences position, which was previously 3.4% of the fund’s AUM.Top holdings after the filing:NASDAQ: PRAX: $14.65 million (8.6% of AUM)NASDAQ: COGT: $10.72 million (6.3% of AUM)NASDAQ: ELVN: $8.63 million (5.1% of AUM)NASDAQ: IONS: $8.26 million (4.9% of AUM)NASDAQ: GH: $7.64 million (4.5% of AUM)As of May 14, 2026, shares of Wave Life Sciences were priced at $6.90, up 8% over the past year, underperforming the S&P 500 by nearly 20 percentage points.Company overviewMetricValuePrice (as of market close May 14, 2026)$6.90Market capitalization$1.33 billionRevenue (TTM)$71.80 millionNet income (TTM)($183.59 million)Company snapshotWave Life Sciences develops stereopure oligonucleotide therapies targeting neurological, hepatic, and genetic disorders, with clinical candidates including WVE-004 (ALS/FTD), WVE-003 (Huntington's disease), and WVE-N531 (Duchenne muscular dystrophy).The firm operates a clinical-stage biotechnology business model focused on proprietary drug discovery and development, leveraging its PRISM platform and strategic collaborations to advance a pipeline of RNA-targeted medicines.It serves pharmaceutical partners, research institutions, and patients with rare and serious genetic diseases, primarily in neurology and hepatology.Wave Life Sciences is a clinical-stage biotechnology company specializing in the design and development of stereopure oligonucleotide therapeutics. It leverages its proprietary PRISM platform and strategic partnerships to advance a diversified pipeline targeting neurological and hepatic indications. The company’s focus on precision genetic medicines positions it to address unmet medical needs in rare and complex diseases, supported by collaborations with leading global pharmaceutical and academic partners.
What this transaction means for investorsThe performance of early-stage biotechs is highly contingent on clinical execution, meaning investment outcomes can hinge on a handful of data releases and regulatory decisions rather than steady operating performance. That’s notable here because Wave shares took a massive tumble in late March, collapsing roughly 50% in one day after new data showed that a higher dose of its obesity candidate, WVE-007, failed to show meaningful improvement in reducing a type of belly fat.
Nevertheless, the firm seemed optimistic in its latest earnings release. CEO Paul Bolno said the company is "accelerating" development of WVE-007 following encouraging early body composition data and remains on track across several pipeline programs. Financially, Wave generated $38.2 million in first-quarter revenue, up from $9.2 million a year earlier, while narrowing its net loss to $26.1 million from $46.9 million. It ended March with $544.6 million in cash and expects that funding to last into the third quarter of 2028.
Ultimately, this remains a pipeline story, and Exome's exit may reflect risk management, but the next meaningful driver of returns will likely be clinical and regulatory execution rather than institutional trading activity.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Guardant Health and Ionis Pharmaceuticals. The Motley Fool has a disclosure policy.
June 01, 2026 08:30 ET | Source: Wave Life Sciences USA, Inc.
CAMBRIDGE, Mass., June 01, 2026 (GLOBE NEWSWIRE) -- Wave Life Sciences Ltd. (Nasdaq: WVE), a clinical-stage biotechnology company focused on unlocking the broad potential of RNA medicines to transform human health, today announced that members of Wave’s management team are scheduled to participate in two upcoming investor conferences in June.
2026 Jefferies Global Healthcare Conference
Date: Wednesday, June 3, 2026
Details: Paul Bolno, MD, MBA, President and CEO, will participate in an analyst-led fireside chat at 10:30 a.m. ET
Goldman Sachs 47th Annual Global Healthcare Conference
Date: Monday, June 8, 2026
Details: Dr. Bolno will participate in an analyst-led fireside chat at 8:00 a.m. ET
Live webcasts of the presentations can be accessed by visiting “Investor Events” on the Investors section of the Wave Life Sciences website: https://ir.wavelifesciences.com/events-publications/events. Replays of these presentations will be archived and available on the site for a limited time following the event.
About Wave Life Sciences
Wave Life Sciences (Nasdaq: WVE) is a biotechnology company focused on unlocking the broad potential of RNA medicines to transform human health. Wave’s RNA medicines platform, PRISM®, combines multiple modalities, chemistry innovation and deep insights in human genetics to deliver scientific breakthroughs that treat both rare and common disorders. Its toolkit of RNA-targeting modalities, including RNAi (SpiNA) and RNA editing (AIMers), provides Wave with unmatched capabilities for designing and sustainably delivering candidates that optimally address disease biology. Wave’s pipeline is focused on its obesity (WVE-007), alpha-1 antitrypsin deficiency (WVE-006) and PNPLA3 I148M liver disease (WVE-008) programs, and also includes clinical programs in Duchenne muscular dystrophy and Huntington’s disease, as well as several preclinical programs utilizing the company’s versatile RNA medicines platform. Driven by the calling to “Reimagine Possible,” Wave is leading the charge toward a world in which human potential is no longer hindered by the burden of disease. Wave is headquartered in Cambridge, MA. For more information on Wave’s science, pipeline and people, please visit www.wavelifesciences.com and follow Wave on X and LinkedIn.
Contact:
Kate Rausch
VP, Corporate Affairs and Investor Relations
+1 617-949-4827
Investors:
James Salierno
Director, Investor Relations
+1 617-949-4043 [email protected]
WW International (NASDAQ:WW), the global weight management company formerly known as Weight Watchers, released its fourth quarter and full-year 2025 financial results, showing stronger-than-expected earnings despite a year-over-year decline in total revenue. The company's shares surged more than 12% following the report, trading just shy of $24 on Monday morning.
NEW YORK, March 31, 2026 (GLOBE NEWSWIRE) -- WW International, Inc. (NASDAQ: WW) (“Weight Watchers”), the global leader in science-backed weight health, today announced that eligible Weight Watchers Med+ members will have access to subscription pricing for Wegovy® that significantly reduces out-of-pocket costs and is a result of expanded collaboration between Weight Watchers and Novo Nordisk.
The new subscription offer gives Weight Watchers Med+ members access to the lowest available self-pay price in the market for doses of Wegovy not otherwise available through limited-time offers, saving cash-pay members up to $1,200 per year. The announcement coincides with Novo Nordisk’s launch of the industry’s first-of-its-kind medication subscription pricing model for Wegovy and reinforces Weight Watchers’ role as a NovoCare® Recognized Care Provider and leader in integrated, evidence-based GLP-1 care.
“Novo Nordisk and Weight Watchers are each committed to helping those living with obesity take control of their health–and we are strengthening our collaboration to support that shared mission,” said Ed Cinca, Senior Vice President Marketing and Patient Solutions at Novo Nordisk. “We are making our subscription prices available to Med+ members to help them get and stay on treatment. This subscription option adds to ongoing efforts to meet people where they are, bringing transparency and predictability to those seeking treatment for obesity management.”
Through the new offer, eligible Med+ members with a valid prescription can pre-pay for three, six, or 12 months of Wegovy at a discounted monthly rate, including Wegovy pens across all doses and Wegovy pills at 9 mg and 25 mg doses. Depending on the commitment length, members can save up to $100 per month on pens and up to $50 per month on pills, versus the standard monthly self-pay price. Even without a multi-month commitment, members can take advantage of existing limited-time pricing offers, including starting doses of the Wegovy pill for only $149 per month. These offers give Med+ members best in market pricing for self-pay Wegovy.
“GLP-1s have helped millions across the world take control of their health -- but many more can't access these medications due to high costs.” said Scott Honken, Chief Commercial Officer of Weight Watchers. “That's why Weight Watchers is proud to introduce an expanded collaboration with Novo Nordisk, which gives our eligible Med+ members a more affordable and predictable path to access FDA-approved Wegovy. These reduced costs, combined with our unique lifestyle support system that drives 29% greater weight loss than the drugs alone, will continue to help Weight Watchers deliver the best GLP-1 results on the market.”
The expanded collaboration builds on Weight Watchers’ long-standing relationship with Novo Nordisk and reflects a shared commitment from both Weight Watchers and Novo Nordisk to improve access to FDA-approved weight health treatment.
Weight Watchers’ Med+ platform offers access to board-certified physicians, FDA-approved prescriptions, and lifestyle support to drive better outcomes and create lasting habits that can sustain results over time. Combined with the GLP-1 Success program, the Weight Watchers’ program helps members stay consistent with the tools they need for success throughout their GLP-1 journey.
The new medication commitment pricing offer comes as Weight Watchers’ clinical business grows rapidly, underscoring rising demand for its integrated GLP-1 model as more consumers seek a comprehensive approach to weight health.
As GLP-1 medications continue to reshape obesity care, Weight Watchers remains focused on what drives lasting results: pairing FDA-approved treatment with structured nutritional, behavioral, and lifestyle support. This expanded collaboration with Novo Nordisk marks another step in making that integrated model more affordable, accessible, and sustainable for the people who need it.
ABOUT WEIGHT WATCHERS
Weight Watchers is the global leader in science-backed weight management, offering an integrated support system built for the GLP-1 era that combines scientific expertise, medication, cutting-edge technology, and human connection. With more than 60 years of experience, Weight Watchers is the most studied commercial weight management program in the world, delivered through its No. 1 U.S. doctor-recommended weight-loss program. Its holistic, personalized approach also includes U.S.-based clinical interventions and access to GLP-1 medications when clinically appropriate, and a global network of coaches and community support. Since 1963, the company has led with science to deliver its members the personalized support they need to reach and sustain their goals. Members can access these solutions directly, or through Weight Watchers for Business’ full-spectrum platform for employers, health plans, and payers. In a landscape crowded with contradictory advice, isolating apps, and one-size-fits-all solutions, Weight Watchers offers a proven path forward that is rooted in research, grounded in empathy and designed to help every member feel better in their body and live a longer, healthier life. For more information, visit weightwatchers.com.
For investor inquiries, please contact:
John Mills or Anna Kate Heller [email protected]
For media inquiries, please contact:
Lizzy Levitan [email protected]
Office of the CEO Established to Oversee Business Operations Board Forms Transition Committee and Commences CEO Search NEW YORK, April 03, 2026 (GLOBE NEWSWIRE) -- WW International, Inc. (Nasdaq: WW) (“Weight Watchers” or the “Company”), the global leader in science-backed weight management, today announced leadership and governance changes, including the establishment of an Office of the CEO and the formation of a new Transition Committee of the Board of Directors (“the Board”). These actions follow Tara Comonte's departure from the Company, effective March 31, 2026.
New, Independent Directors Bring Deep Consumer, Digital and Turnaround Expertise to Support Strategic Transformation April 07, 2026 07:30 ET | Source: WW International Inc.
NEW YORK, April 07, 2026 (GLOBE NEWSWIRE) -- WW International, Inc. (Nasdaq: WW) (“Weight Watchers” or the “Company”), the global leader in science-backed weight management, today announced that it has appointed accomplished executives, Lisa Gavales and Sue Gove, as independent members of the Company’s Board of Directors, effective April 7, 2026. Ms. Gavales and Ms. Gove will serve as directors until the Company’s 2026 annual meeting of shareholders and are expected to stand for election at the annual meeting. Following these appointments, the Board consists of six directors, all of whom are independent.
Lisa Gavales and Sue Gove are highly regarded consumer brand leaders with distinct expertise that will enhance the Board as Weight Watchers advances its next phase of growth. Ms. Gavales is a consumer and retail executive with a proven track record of building digitally-enabled, multi-channel businesses and strengthening brand engagement at scale. Among her experience, she has served as Chair of the Office of the CEO at Destination Maternity, Interim CEO of Bluestem Group, and previously as Chief Marketing Officer at Express. Ms. Gove has a proven track record of commercial leadership and strong financial acumen across consumer-facing organizations, and also brings extensive public company board experience. Most recently, she was president and CEO and a member of the board of directors of Bed Bath & Beyond after serving as Interim CEO, and brings experience as a CEO, COO and CFO.
Gene Davis, Chairman of the Weight Watchers Board, said, “The Board is committed to overseeing the Company’s transformation into the premier global destination for weight health and to delivering long-term value to shareholders. We are delighted to welcome Lisa and Sue to the Weight Watchers Board and look forward to benefiting from their experience and insights as we work to create long-term value for shareholders.”
Nikolaj Sjoqvist, Chairman of Weight Watchers Nominating and Corporate Governance Committee, said, “The appointments of Lisa and Sue reflect an ongoing process over several months to identify high-caliber directors with the right skills as we support management and position Weight Watchers for sustainable growth. Lisa’s expertise in e-commerce, brand building and customer engagement will contribute to driving continued growth and member acquisition, while Sue’s experience will ensure thoughtful resource prioritization.”
Ms. Gavales said, “I have long admired the Weight Watchers brand and its impact, and I’m pleased to join the Board at an important stage in the Company’s evolution. With a strong foundation and significant opportunity to expand its digital health offerings, I look forward to contributing my experience to advance Weight Watchers' strategic objectives and create value."
Ms. Gove said, “Weight Watchers is an iconic brand and organization that has initiated meaningful transformation over the past year. I look forward to working with my fellow directors and the management team to build on this important strategic direction, provide further financial oversight and support execution.”
About Lisa Gavales
Lisa Gavales is a proven consumer and retail executive with more than 30 years of experience. Most recently, she was Chair of the Office of the CEO at Destination Maternity Corp, the largest maternity apparel retailer in the U.S. She previously served as Interim CEO of Bluestem Group and as President, CEO and Chairman of the Board of Things Remembered. Earlier in her career, she held senior leadership roles at Talbots and Express, including Chief Marketing Officer of Express. Ms. Gavales began her career at Bloomingdale’s, where she spent more than a decade in senior roles across merchandising, marketing, strategic planning and digital commerce.
Ms. Gavales holds an MBA and a B.S. in Marketing from the University of Bridgeport.
About Sue Gove
Sue Gove is an experienced executive and board leader with deep expertise in operational transformation, financial leadership and strategic execution across consumer-facing businesses. Most recently, she was president and CEO and a member of the board of directors of Bed Bath & Beyond. She previously held CEO roles at Vitamin World and Golfsmith International, where she also served as Chief Operating Officer and Chief Financial Officer. Prior to these roles, Ms. Gove began her career at Zale Corporation, America’s largest specialty jewelry retailer, where she held senior leadership positions, including Chief Financial Officer and Chief Operating Officer. In addition, Ms. Gove currently serves on the board of directors of LKQ Corporation.
Ms. Gove holds a B.B.A in Accounting from the University of Texas McCombs School of Business.
About Weight Watchers
Weight Watchers is the global leader in science-backed weight management, offering an integrated support system built for the GLP-1 era that combines scientific expertise, medication, cutting-edge technology, and human connection. With more than 60 years of experience, Weight Watchers is the most studied commercial weight management program in the world, delivered through its No. 1 U.S. doctor-recommended weight-loss program. Its holistic, personalized approach also includes U.S.-based clinical interventions and access to GLP-1 medications when clinically appropriate, and a global network of coaches and community support. Since 1963, the Company has led with science to deliver its members the personalized support they need to reach and sustain their goals. Members can access these solutions directly, or through Weight Watchers for Business’ full-spectrum platform for employers, health plans, and payers. In a landscape crowded with contradictory advice, isolating apps, and one-size-fits-all solutions, Weight Watchers offers a proven path forward that is rooted in research, grounded in empathy and designed to help every member feel better in their body and live a longer, healthier life. For more information, visit weightwatchers.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements. In some cases, you can identify forward-looking statements by terms such as “may,” “will,” “should,” “expects,” “plans,” “anticipates,” “could,” “intends,” “targets,” “projects,” “contemplates,” “believes,” “estimates,” “forecasts,” “guidance,” “predicts,” “potential” or “continue” or the negative of these terms or other similar expressions. These statements are neither promises nor guarantees, and involve known and unknown risks, uncertainties and other important factors that may cause the Company’s actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including, but not limited to, the important factors discussed under the caption “Risk Factors” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, as well as any subsequent Quarterly Reports on Form 10-Q, Current Reports on Form 8-K, or other filings the Company makes with the Securities and Exchange Commission could cause actual results to differ materially from those indicated by the forward-looking statements made in this Form 8-K. Forward-looking statements speak only as of the date the statements are made and are based on information available to the Company at the time those statements are made and/or management’s good faith belief as of that time with respect to future events. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by applicable law.
For investor inquiries, please contact:
John Mills or Anna Kate Heller [email protected]
For media inquiries, please contact:
Lizzy Levitan [email protected]
April 09, 2026 07:30 ET | Source: WW International Inc.
NEW YORK, April 09, 2026 (GLOBE NEWSWIRE) -- WW International, Inc. (Nasdaq: WW) (“Weight Watchers” or the “Company”), the global leader in science-backed weight management, today announced the following updates to the composition of its Board of Directors’ standing committees following the appointments of Lisa Gavales and Sue Gove as independent directors:
Audit Committee: Gene Davis (Chair), Sue Gove, Carney Hawks and Nikolaj Sjoqvist;Compensation and Benefits Committee: Carney Hawks (Chair), Gene Davis and Lisa Gavales;Nominating and Corporate Governance Committee: Nikolaj Sjoqvist (Chair), Gene Davis and Sue Gove; andStrategy and Finance Committee: Gene Davis (Chair), Lisa Gavales, Carney Hawks, Mike Mason and Nikolaj Sjoqvist. Office of the CEO Update
As previously announced, the Board established a Transition Committee to oversee the Office of the CEO, which comprises Felicia DellaFortuna, the Company’s Chief Financial Officer, and Jon Volkmann, the Company’s Chief Operations Officer. The Office of the CEO will also benefit from the counsel of the Company’s newly appointed directors, Ms. Gavales and Ms. Gove.
Accordingly, the Board has determined that the Company is well positioned to continue under its existing Office of the CEO structure and therefore will not appoint an interim CEO. The Board believes the current structure provides strong, experienced leadership and continuity in the Office of CEO, enabling the Company to maintain strategic momentum during the search for a permanent CEO, which is being conducted with the support of a leading executive search firm.
About Weight Watchers
Weight Watchers is the global leader in science-backed weight management, offering an integrated support system built for the GLP-1 era that combines scientific expertise, medication, cutting-edge technology, and human connection. With more than 60 years of experience, Weight Watchers is the most studied commercial weight management program in the world, delivered through its No. 1 U.S. doctor-recommended weight-loss program. Its holistic, personalized approach also includes U.S.-based clinical interventions and access to GLP-1 medications when clinically appropriate, and a global network of coaches and community support. Since 1963, the company has led with science to deliver its members the personalized support they need to reach and sustain their goals. Members can access these solutions directly, or through Weight Watchers for Business’ full-spectrum platform for employers, health plans, and payers. In a landscape crowded with contradictory advice, isolating apps, and one-size-fits-all solutions, Weight Watchers offers a proven path forward that is rooted in research, grounded in empathy and designed to help every member feel better in their body and live a longer, healthier life. For more information, visit weightwatchers.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements. In some cases, you can identify forward-looking statements by terms such as “may,” “will,” “should,” “expects,” “plans,” “anticipates,” “could,” “intends,” “targets,” “projects,” “contemplates,” “believes,” “estimates,” “forecasts,” “guidance,” “predicts,” “potential” or “continue” or the negative of these terms or other similar expressions. These statements are neither promises nor guarantees, and involve known and unknown risks, uncertainties and other important factors that may cause the Company’s actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including, but not limited to, the important factors discussed under the caption “Risk Factors” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, as well as any subsequent Quarterly Reports on Form 10-Q, Current Reports on Form 8-K, or other filings the Company makes with the Securities and Exchange Commission could cause actual results to differ materially from those indicated by the forward-looking statements made in this Form 8-K. Forward-looking statements speak only as of the date the statements are made and are based on information available to the Company at the time those statements are made and/or management’s good faith belief as of that time with respect to future events. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by applicable law.
For investor inquiries, please contact:
John Mills or Anna Kate Heller [email protected]
For media inquiries, please contact:
Lizzy Levitan [email protected]
The addition of Foundayo® (orforglipron) gives Weight Watchers Med+ members a new FDA-approved oral GLP-1 option for weight loss April 09, 2026 09:00 ET | Source: WW International Inc.
NEW YORK, April 09, 2026 (GLOBE NEWSWIRE) -- WW International, Inc. (NASDAQ: WW) (“Weight Watchers”), the global leader in science-backed weight management, announced that it is now offering access to Eli Lilly and Company’s newly FDA-approved oral GLP-1, Foundayo® (orforglipron) through its Med+ offering and affiliated medical groups. The addition gives members a new once-daily, injection-free option for adults with obesity or overweight with weight-related medical problems and further expands the company’s growing portfolio of FDA-approved oral GLP-1 treatments, all within a clinically supported program designed to help them succeed.
Through Weight Watchers Med+, clinically eligible members will be able to access this newly approved medication alongside care from board-certified clinicians, insurance support, and additional tools designed to support the treatment journey. All Med+ members also receive direct access to the Weight Watchers GLP-1 Success program to support them before, during, and after medication use.
For members choosing self-pay, pricing will start at $149 per month for the lowest dose, with pricing varying by dose.
“As the weight health landscape evolves, it’s important that people have access to a broad range of FDA-approved treatment options that reflect different needs, preferences, and routines,” said Scott Honken, Chief Commercial Officer at Weight Watchers. “With this new offering, Weight Watchers is expanding access to a new FDA-approved option through a trusted platform built to help members access treatment with clinical support and ongoing guidance.”
Weight Watchers Med+ enables access, if appropriate, to medications like Foundayo with an integrated support model designed to help members navigate treatment in real life. Among Med+ members prescribed a GLP-1, those who regularly engaged with the GLP-1 Success Program for 12 months lost 29.1% more body weight, on average, than those who did not engage in behavioral support.
“At Lilly, we are committed to expanding access to innovative treatments that meet the diverse needs of people living with obesity,” said Laura Steele, Group Vice President of U.S. Cardiometabolic Health at Lilly. “Expanding choice means more people can find a treatment pathway that meets patients where they are in their journey.”
“As more and more people are seeking GLP-1 medications, it is more critical than ever for comprehensive care models to support lasting outcomes,” said Mike Mason, a member of Weight Watchers’ Board of Directors and former President of Eli Lilly’s Diabetes and Obesity business. “Weight Watchers stands at the forefront of this evolution with its clinical credibility, behavior change expertise, and community support.”
ABOUT WEIGHT WATCHERS
Weight Watchers is the global leader in science-backed weight management, offering an integrated support system built for the GLP-1 era that combines scientific expertise, medication, cutting-edge technology, and human connection. With more than 60 years of experience, Weight Watchers is the most studied commercial weight management program in the world, delivered through its No. 1 U.S. doctor-recommended weight-loss program. Its holistic, personalized approach also includes U.S.-based clinical interventions and access to GLP-1 medications when clinically appropriate, and a global network of coaches and community support. Since 1963, the company has led with science to deliver its members the personalized support they need to reach and sustain their goals. Members can access these solutions directly, or through Weight Watchers for Business’ full-spectrum platform for employers, health plans, and payers. In a landscape crowded with contradictory advice, isolating apps, and one-size-fits-all solutions, Weight Watchers offers a proven path forward that is rooted in research, grounded in empathy and designed to help every member feel better in their body and live a longer, healthier life. For more information, visit weightwatchers.com.
For investor inquiries, please contact:
John Mills or Anna Kate Heller [email protected]
For media inquiries, please contact:
Lizzy Levitan [email protected]
NEW YORK, April 20, 2026 (GLOBE NEWSWIRE) -- WW International, Inc. (Nasdaq: WW) ("Weight Watchers" or the "Company"), the global leader in science-backed weight management, today announced that it has appointed Heather Thiltgen to the Company's Board of Directors, effective April 20, 2026.
April 23, 2026 16:01 ET | Source: WW International Inc.
NEW YORK, April 23, 2026 (GLOBE NEWSWIRE) -- WW International, Inc. (NASDAQ: WW) (“Weight Watchers” or the “Company”) will release its results for the first quarter 2026 ended March 31, 2026, before market open on Thursday, May 7, 2026.
Weight Watchers will host a conference call to discuss results at 8:30 a.m. ET the same day. The webcast of the conference call will be available on the Company’s corporate website, corporate.ww.com, under Events and Presentations. A replay of the webcast will be available on this site for at least 90 days.
About Weight Watchers
Weight Watchers is the global leader in science-backed weight management, offering an integrated support system built for the GLP-1 era that combines scientific expertise, medication, cutting-edge technology, and human connection. With more than 60 years of experience, Weight Watchers is the most studied commercial weight management program in the world, delivered through its No. 1 U.S. doctor-recommended weight-loss program. Its holistic, personalized approach also includes U.S.-based clinical interventions and access to GLP-1 medications when clinically appropriate, and a global network of coaches and community support. Since 1963, the company has led with science to deliver its members the personalized support they need to reach and sustain their goals. Members can access these solutions directly, or through Weight Watchers for Business’ full-spectrum platform for employers, health plans, and payers. In a landscape crowded with contradictory advice, isolating apps, and one-size-fits-all solutions, Weight Watchers offers a proven path forward that is rooted in research, grounded in empathy and designed to help every member feel better in their body and live a longer, healthier life. For more information, visit weightwatchers.com.
This news release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on management's current expectations and beliefs, as well as a number of assumptions concerning future events. These statements are subject to risks, uncertainties, assumptions and other important factors. Readers are cautioned not to put undue reliance on such forward-looking statements because actual results may vary materially from those expressed or implied. The reports filed by the Company pursuant to United States securities laws contain discussions of these risks and uncertainties. The Company assumes no obligation to, and expressly disclaims any obligation to, update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. Readers are advised to review the Company's filings with the United States Securities and Exchange Commission (which are available on the SEC's EDGAR database at www.sec.gov and via the Company's website at corporate.ww.com).
For investor inquiries, please contact:
John Mills or Anna Kate Heller [email protected]
For media inquiries, please contact:
Lizzy Levitan [email protected]
April 27, 2026 07:30 ET | Source: WW International Inc.
NEW YORK, April 27, 2026 (GLOBE NEWSWIRE) -- WW International, Inc. (NASDAQ: WW) (“Weight Watchers” or the “Company”), the global leader in science-backed weight management, today announced that it intends to utilize up to $40 million in cash to prepay and reduce the principal amount of its outstanding term loan.
The prepayment will be comprised of the following two components:
$25 million to $30 million in aggregate principal amount of prepayment in cash of the annual cash sweep amount, which is due to be paid on June 24, 2026; anda voluntary solicitation for prepayment by the Company to utilize up to $10 million in cash to prepay its term loan at a discount, which solicitation is expected to commence on Monday, April 27, 2026 and close on April 30, 2026. In connection with today’s announcement, Weight Watchers reaffirmed its first quarter 2026 end of period subscriber estimates and full year 2026 financial guidance as previously provided on March 16, 2026, in conjunction with the Company’s fourth quarter and full year 2025 results. Following these announcements and based on its full year 2026 financial guidance, the Company expects to generate cash through the remainder of the year following first quarter cash usage due to peak season marketing.
“Today’s announcements reflect the progress we have made over the last year to strengthen our liquidity position and deleverage our balance sheet,” said Felicia DellaFortuna, Weight Watchers CFO and member of the Company’s Interim Office of the Chief Executive. “As we continue to execute against our strategic priorities, we remain focused on maintaining a strengthened capital structure, supported by durable cash generation, to fund continued investments in our integrated weight health ecosystem and drive sustainable, profitable growth.”
About Weight Watchers
Weight Watchers is the global leader in science-backed weight management, offering an integrated support system built for the GLP-1 era that combines scientific expertise, medication, cutting-edge technology, and human connection. With more than 60 years of experience, Weight Watchers is the most studied commercial weight management program in the world, delivered through its No. 1 U.S. doctor-recommended weight-loss program. Its holistic, personalized approach also includes U.S.-based clinical interventions and access to GLP-1 medications when clinically appropriate, and a global network of coaches and community support. Since 1963, the company has led with science to deliver its members the personalized support they need to reach and sustain their goals. Members can access these solutions directly, or through Weight Watchers for Business’ full-spectrum platform for employers, health plans, and payers. In a landscape crowded with contradictory advice, isolating apps, and one-size-fits-all solutions, Weight Watchers offers a proven path forward that is rooted in research, grounded in empathy and designed to help every member feel better in their body and live a longer, healthier life. For more information, visit weightwatchers.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including without limitation statements regarding the Company’s intention to utilize up to $40 million to prepay and reduce the principal amount of its outstanding term loan and the Company's full-year financial guidance and outlook. In some cases, you can identify forward-looking statements by terms such as “may,” “will,” “should,” “expects,” “plans,” “anticipates,” “could,” “intends,” “targets,” “projects,” “contemplates,” “believes,” “estimates,” “forecasts,” “guidance,” “predicts,” “potential” or “continue” or the negative of these terms or other similar expressions. These statements are neither promises nor guarantees, and involve known and unknown risks, uncertainties and other important factors that may cause the Company’s actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including, but not limited to, the important factors discussed under the caption “Risk Factors” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, as well as any subsequent Quarterly Reports on Form 10-Q, Current Reports on Form 8-K, or other filings the Company makes with the Securities and Exchange Commission could cause actual results to differ materially from those indicated by the forward-looking statements made in this press release. Forward-looking statements speak only as of the date the statements are made and are based on information available to the Company at the time those statements are made and/or management’s good faith belief as of that time with respect to future events. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by applicable law.
For investor inquiries, please contact:
John Mills or Anna Kate Heller [email protected]
For media inquiries, please contact:
Lizzy Levitan [email protected]
On April 30, 2026, Eli Lilly and Co LLY released its 8-K filing detailing first-quarter 2026 results. Revenue rose 56% year over year to $19.8 billion as strong volume growth, led by Mounjaro and Zepbound, more than offset lower realized prices. Reported EPS increased 170% to $8.26 and non-GAAP EPS increased 156% to $8.55. Revenue of $19.80 billion exceeded the estimated revenue of $17.62 billion. Reported EPS of $8.26 was higher than the estimated EPS of $7.02. Non-GAAP EPS of $8.55 was higher than the estimated EPS of $7.02.
Eli Lilly is a drug firm with a focus on neuroscience, cardiometabolic, cancer, and immunology. Lilly's key products include Verzenio for cancer; Mounjaro, Zepbound, Jardiance, Trulicity, Humalog, and Humulin for cardiometabolic; and Taltz and Olumiant for immunology.
Q1 performance and what drove the results Worldwide revenue grew to $19.8 billion, up 56% year over year, driven by a 65% increase in volume, partially offset by a 13% decrease from lower realized prices. Reported net income was $7.4 billion and reported EPS was $8.26, both buoyed by significantly lower acquired IPR&D charges versus the prior year. Non-GAAP net income was $7.7 billion and non-GAAP EPS was $8.55.
Key Products revenue reached $13.4 billion, with growth led by Mounjaro and Zepbound. The company noted that Key Products revenue in Immunology, Oncology, and Neuroscience grew 160% compared to Q1 2025, illustrating broad-based adoption beyond cardiometabolic therapies.
Product and geographic trends Mounjaro revenue increased 125% to $8.7 billion. U.S. sales were $4.2 billion, reflecting strong demand and a favorable one-time rebate and discount adjustment, partially offset by lower realized prices. Revenue outside the U.S. rose to $4.4 billion from $1.2 billion, driven by volume, with lower realized prices reflecting Mounjaro’s addition to China’s NRDL.
U.S. Zepbound revenue was $4.1 billion, up 79%, driven by demand and partially offset by lower realized prices following previously announced cash pay reductions. Outside the U.S., total company revenue climbed 81% to $7.7 billion on 95% volume growth, with price headwinds tied to reimbursement dynamics. Jardiance outside the U.S. included $250 million of one-time collaboration benefits in Q1 2026 compared to $370 million in Q1 2025, a factor to consider in year-over-year comparisons.
2026 is off to a strong start, we delivered 56% revenue growth in the first quarter and raised our full-year revenue guidance by $2 billion," said David A. Ricks, Lilly chair and CEO. “A key milestone was the U.S. FDA approval of Foundayo—the only approved GLP-1 pill that can be taken any time of day, without food and water restrictions. Foundayo will meaningfully expand the number of people who can benefit from GLP-1s. We also delivered pipeline progress across all four therapeutic areas and continued investing in Lilly's future growth through four acquisitions.”Profitability, expenses, and taxes Reported gross margin increased 54% to $16.2 billion, or 81.9% of revenue, down 0.6 percentage points due to lower realized prices. On a non-GAAP basis, gross margin rose 54% to $16.4 billion, or 82.6% of revenue, down 0.9 percentage points.
R&D expense rose 28% to $3.5 billion (18% of revenue) as the company continued investing across early- and late-stage programs. Marketing, selling, and administrative expense increased 19% to $2.9 billion to support ongoing and planned launches. Acquired IPR&D charges were $584 million in Q1 2026 versus $1.6 billion in Q1 2025, reducing the earnings drag this quarter. Asset impairment, restructuring and other special charges were $279 million, primarily related to litigation matters. The effective tax rate declined to 16.4% from 20.2%, reflecting the unfavorable non-deductible IPR&D item in the prior year and net discrete tax benefits. Reported EPS included $0.52 of acquired IPR&D charges compared to $1.72 in Q1 2025.
Eli Lilly and Co — Q1 2026 Snapshot ($ in millions, except per-share data) Revenue $19,799 +56% YoY Analyst estimated revenue $17,615.44 Actual above estimate Net income (reported) $7,396 +168% YoY EPS (reported) $8.26 +170% YoY Analyst estimated EPS $7.02 Actual above estimate Net income (non-GAAP) $7,663 +155% YoY EPS (non-GAAP) $8.55 +156% YoY Gross margin (reported) $16,200 (81.9%) -0.6 pts YoY Gross margin (non-GAAP) $16,400 (82.6%) -0.9 pts YoY R&D expense $3,500 18% of revenue Marketing, selling & admin. $2,900 — Acquired IPR&D charges $584 $1.72/share in Q1’25 vs $0.52/share in Q1’26 Asset impairment/restructuring/other $279 Primarily litigation Effective tax rate (reported) 16.4% 20.2% in Q1’25 Revenue — U.S. $12,100 +43% YoY Revenue — outside U.S. $7,700 +81% YoY Mounjaro revenue (WW) $8,700 +125% YoY Zepbound revenue (U.S.) $4,100 +79% YoY Key Products revenue $13,400 —Guidance, regulatory, and strategic updates Eli Lilly and Co LLY increased 2026 full-year revenue guidance to $82.0 billion to $85.0 billion and non-GAAP EPS guidance to $35.50 to $37.00. Regulatory progress included U.S. FDA approval of Foundayo (orforglipron) for adults with obesity, or overweight with weight-related medical problems. Pipeline updates highlighted positive Phase 3 data across obesity, diabetes, oncology, and immunology programs, including Foundayo in type 2 diabetes and obesity or overweight at increased cardiovascular risk; Jaypirca combinations in relapsed or refractory CLL/SLL; Taltz with Zepbound in psoriasis and obesity or overweight; and retatrutide in type 2 diabetes. Business development activity included agreements to acquire Orna Therapeutics, Centessa Pharmaceuticals plc., Kelonia Therapeutics, and Ajax Therapeutics.
Why the quarter matters and key challenges The quarter confirms accelerating demand for GLP-1–based therapies as a central growth engine. Sustained volume gains in Mounjaro and Zepbound are particularly important in the context of price headwinds, where expanding patient access and reimbursement can pressure realized prices but enlarge the addressable market. The favorable one-time rebate and discount adjustments also aided results, a dynamic that may not repeat each quarter.
Challenges remain. Lower realized prices in both the U.S. and international markets can dampen margin expansion even amid strong volume. The addition of Mounjaro to China’s NRDL underscores significant pricing trade-offs to drive access. Litigation-related charges and elevated commercial investment accompany rapid launches. The reliance on a concentrated set of high-growth products elevates execution and competitive risks typical for large drug manufacturers; continued pipeline diversification and integration of acquisitions are thus strategically important for durability.
Key financial context for investors Gross margin remains high despite pricing pressure, a valuable attribute in branded pharmaceuticals. R&D at 18% of revenue illustrates ongoing reinvestment to support future assets across cardiometabolic, oncology, neuroscience, and immunology. The lower tax rate versus last year aided net income, while reduced IPR&D charges lessened EPS headwinds. These metrics help frame earnings power and cash generation potential as Lilly scales launches and absorbs portfolio investments.
GuruFocus Valuation Check Based on GuruFocus’ proprietary metrics, Eli Lilly and Co LLY appears undervalued relative to GF Value. The GF Value is $1,302.77 versus a current price of $851.21, implying the shares are 34.7% undervalued on this framework.
The overall GF Score is 94/100, which is considered strong. Profitability Rank is 10/10 and Growth Rank is 10/10, a combination that often supports premium multiples in the drug manufacturing industry. Financial Strength is 6/10, which indicates a solid but not exceptional balance sheet profile for a large-cap innovator. Predictability is 3.5 stars, suggesting a reasonably consistent operating record, and the Moat Score of 8/10 points to durable competitive advantages rooted in innovation, scale, and portfolio breadth.
Insider Activity shows no insider transactions in the last three months, which is a neutral signal. For a deeper dive, visit the Eli Lilly and Co stock page on GuruFocus.
Explore the complete 8-K earnings release (here) from Eli Lilly and Co for further details.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
The addition of Ozempic® pill will give Weight Watchers Med+ members a new FDA-approved oral GLP-1 option for adults living with type 2 diabetes May 01, 2026 08:05 ET | Source: WW International Inc.
NEW YORK, May 01, 2026 (GLOBE NEWSWIRE) -- WW International, Inc. (NASDAQ: WW) (“Weight Watchers”), the global leader in science-backed weight management, announced that it will begin offering access to Novo Nordisk’s now available Ozempic® pill (semaglutide) through its Med+ offering and affiliated medical groups. The addition will give members a once-daily GLP-1 option for adults living with type 2 diabetes, further expanding Weight Watchers’ growing portfolio of oral GLP-1 treatments available through a clinically supported program designed to help members succeed.
Novo Nordisk first introduced Ozempic® in the U.S. as an injectable GLP-1 for adults with type 2 diabetes, and the brand has since become one of the most widely recognized names in the category. The Ozempic® pill builds on that foundation, offering a once-daily semaglutide option for adults with type 2 diabetes. With widespread insurance coverage of Ozempic, many eligible members can leverage their pharmacy benefits to make monthly prescription costs as low as $25. Weight Watchers supports members as they navigate prior authorization and utilization management requirements in order to help them find the best option whether that be insurance or cash pay.
“For adults living with type 2 diabetes, finding comprehensive support is extremely important, including clinical guidance, appropriate medication, insurance navigation and day-to-day tools” said Jon Volkmann, Chief Operations Officer at Weight Watchers. “With the addition of Ozempic® pill to our formulary, Weight Watchers Med+ is giving eligible members access to another FDA-approved semaglutide option, supported by clinicians and a care team who can help them navigate insurance and by a broader program designed to support diabetes care in everyday life.”
The launch reflects Weight Watchers’ continued focus on expanding access to trusted, brand-name GLP-1 medications while pairing treatment with comprehensive support designed for real life. Through Weight Watchers Med+, clinically eligible members will be able to access Ozempic® pill alongside care from board-certified clinicians, insurance support, and additional tools designed to support the treatment journey. Members also receive access to the Weight Watchers Diabetes Support program, with tailored nutrition guidance for individuals living with diabetes, coaching, virtual and in real life community, and access to a blood sugar tracker to see patterns and changes in blood sugar over time. In a study of 136 individuals, members on the Weight Watchers diabetes nutrition program experienced a 0.75% reduction in HbA1c after 6 months.
“If you’re living with type 2 diabetes, having options matters and the newly available, FDA-approved Ozempic® pill is another way we’re supporting people by offering a choice that fits into their daily routine,” said Ed Cinca, senior vice president of Marketing & Patient Solutions at Novo Nordisk Inc. “Partnering with Weight Watchers helps broaden patient access, with the coaching and clinical support members can lean on to feel confident as they navigate treatment.”
ABOUT WEIGHT WATCHERS
Weight Watchers is the global leader in science-backed weight management, offering an integrated support system built for the GLP-1 era that combines scientific expertise, medication, cutting-edge technology, and human connection. With more than 60 years of experience, Weight Watchers is the most studied commercial weight management program in the world, delivered through its No. 1 U.S. doctor-recommended weight-loss program. Its holistic, personalized approach also includes U.S.-based clinical interventions and access to GLP-1 medications when clinically appropriate, and a global network of coaches and community support. Since 1963, the company has led with science to deliver its members the personalized support they need to reach and sustain their goals. Members can access these solutions directly, or through Weight Watchers for Business’ full-spectrum platform for employers, health plans, and payers. In a landscape crowded with contradictory advice, isolating apps, and one-size-fits-all solutions, Weight Watchers offers a proven path forward that is rooted in research, grounded in empathy and designed to help every member feel better in their body and live a longer, healthier life. For more information, visit weightwatchers.com.
For investor inquiries, please contact:
John Mills or Anna Kate Heller [email protected]
For media inquiries, please contact:
Lizzy Levitan [email protected]
Total End of Period Subscribers of 2.7 million; End of Period Clinical Subscribers of 197 thousand, up 46% year-over-year
Revenue of $168 million; Clinical Subscription Revenue of $39 million, up 32% year-over-year
Reaffirms Full Year 2026 Financial Guidance
Announces Fully Subscribed Debt Prepayment Solicitation as Part of Actions Expected to Reduce Debt by $42 Million
NEW YORK, May 07, 2026 (GLOBE NEWSWIRE) -- WW International, Inc. (Nasdaq: WW) (“Weight Watchers” or the “Company”), the global leader in science-backed weight management, today announced its results for the first quarter of fiscal 2026 ended March 31, 20261 in this Earnings Press Release and a Shareholder Letter issued today and posted on the Company’s Corporate Website.
“We remain confident in our strategy to build the industry-leading weight health platform. Our focus is on executing high-impact initiatives that drive Clinical growth and stabilize our Behavioral business,” said Jon Volkmann, Chief Operations Officer and member of the Company’s Interim Office of the Chief Executive. “We made encouraging progress in Q1, with End of Period Clinical Subscribers growing 51% sequentially, and Core+, our higher value Behavioral tier that includes expert support and community experiences, returning to year-over-year growth.”
“We are pleased with our Q1 results. Adjusted Gross Margin2 remains near record highs as we continue to drive operational efficiencies across our portfolio of businesses,” said Felicia DellaFortuna, Chief Financial Officer and member of the Company’s Interim Office of the Chief Executive. “We are reaffirming our 2026 Revenue and Adjusted EBITDA2 guidance and expect Adjusted EBITDA2 and cash generation to increase in the remaining quarters of 2026. Our strengthened capital structure, including the recently announced debt prepayment actions, position us to execute on our transformation while maintaining financial discipline.”
Q1 Business Updates
Q1 2026 Clinical Subscription Revenue grew 32% year-over-year and End of Period Clinical Subscribers grew 46% year-over-year, despite lapping significant prior year growth in Q1 2025 from the Company’s former compounded semaglutide offering.Core+ represented 537 thousand of End of Period Subscribers at the end of Q1 2026, which increased 6% from 505 thousand End of Period Subscribers at the end of Q1 2025.Q1 Monthly Subscription Revenue Per Average Subscriber (ARPU) increased 13% year-over-year, reflecting a continued mix shift towards the Company’s higher ARPU Med+ and Core+ membership tiers. This mix shift partially offset secular headwinds in the Company’s Core membership tier that drove a 10% decrease in Revenue year-over-year.Q1 Gross Margin was 70.5%. Q1 Adjusted Gross Margin2 was 73.6%, which remained near record highs, despite an accelerating mix shift towards Clinical, as margin profiles improved through structural actions and operational efficiencies.Q1 Net Loss was $52.0 million, which reflects higher depreciation and amortization related to Fresh Start Accounting1. Q1 Adjusted EBITDA2 was a loss of $1.8 million reflecting marketing investment in peak season. Balance Sheet and Liquidity Updates
Cash and Cash Equivalents balance as of March 31, 2026 was $121 million.In Q2 2026, the Company expects to pay $37 million in cash to prepay and reduce the principal amount of its outstanding term loan. The prepayment will be comprised of the following two components: In June 2026, $27 million in aggregate principal amount of prepayment from the annual cash sweep; andIn May 2026, $10 million as part of the previously announced voluntary solicitation, which was fully subscribed at 68.5% of par. The Company expects these actions to reduce the aggregate principal amount of its outstanding term loan by $42 million, utilizing $37 million of cash, and to reduce its annualized interest expense by approximately $4 million3.
Fiscal 2026 Guidance
The Company reaffirms previously provided full year fiscal 2026 guidance.
Revenue guidance of $620 million to $635 million.Adjusted EBITDA2 guidance of $105 million to $115 million. First Quarter 2026 Conference Call and Webcast
The Company has scheduled a conference call today at 8:30 a.m. ET to discuss results. The webcast of the conference call will be available on the Company’s corporate website, corporate.ww.com, under Events and Presentations. A replay of the webcast will be available on this site for at least 90 days.
1Fresh Start Accounting and Predecessor and Successor Periods
In connection with the Company’s emergence from its financial reorganization process on June 24, 2025, the Company applied fresh start accounting which resulted in Successor and Predecessor financial statement presentation. References to “Successor” relate to the Company’s operations for the three months ended March 31, 2026 and the period from June 25, 2025 through December 31, 2025. References to “Predecessor” relate to the Company’s operations for the three months ended March 29, 2025. Accordingly, the consolidated financial statements after June 24, 2025 are not comparable with the consolidated financial statements as of or prior to that date.
2Statement regarding Non-GAAP Financial Measures
To supplement the Company’s consolidated results presented in accordance with accounting principles generally accepted in the United States (“GAAP”), the Company has disclosed non-GAAP financial measures of operating results that exclude or adjust certain items. The Company presents in this release non-GAAP financial measures, including earnings before interest, taxes, depreciation and amortization expenses and share-based compensation expense (“EBITDA”); and for each period presented, EBITDA adjusted, as applicable, for (a) goodwill and other intangible assets impairments, (b) reorganization items, net related to the Company’s emergence from its Chapter 11 financial reorganization, (c) transaction costs related to strategic alternatives and the Company’s Chapter 11 financial reorganization, (d) net restructuring charges associated with the previously disclosed 2025, 2024, and 2023 restructuring plans, (e) non-CEO executive separation expenses and (f) other items such as the impact of foreign exchange gains and losses as indicated in the reconciliations below that management believes are not indicative of ongoing operations (“Adjusted EBITDA”). The Company also presents gross profit, gross margin, marketing expenses, selling, general and administrative expenses, and product development expenses on a non-GAAP basis that adjusts for similar items, as further indicated in the reconciliations below.
As exchange rates are an important factor in understanding period-to-period comparisons, the Company believes in certain cases the presentation of results on a constant currency basis in addition to reported results helps improve investors’ ability to understand the Company’s operating results and evaluate the Company’s performance in comparison to prior periods. Constant currency information compares results between periods as if exchange rates had remained constant period-over-period. The Company uses results on a constant currency basis as one measure to evaluate the Company’s performance. In this press release, the Company calculates constant currency by calculating current-year results using prior-year foreign currency exchange rates. The Company generally refers to such amounts calculated on a constant currency basis as excluding or adjusting for the impact of foreign currency or being on a constant currency basis. These results should be considered in addition to, not as a substitute for, results reported in accordance with GAAP and are not meant to be considered in isolation. Results on a constant currency basis, as the Company presents them, may not be comparable to similarly titled measures used by other companies and are not measures of performance presented in accordance with GAAP.
Management believes these non-GAAP financial measures provide useful supplemental information to investors regarding the performance of the Company’s business and are useful for period-over-period comparisons of the performance of the Company’s business. While the Company believes that these non-GAAP financial measures are useful in evaluating the Company’s business, this information should be considered as supplemental in nature and is not meant to be considered in isolation or as a substitute for the related financial information prepared in accordance with GAAP. In addition, these non-GAAP financial measures may not be the same as similarly titled measures reported by other companies. See “Reconciliation of Non-GAAP Financial Measures” in this release and reconciliations, if any, included elsewhere in this release for a reconciliation of the non-GAAP financial measures to the most directly comparable GAAP measures.
A reconciliation of the forward-looking full year Adjusted EBITDA outlook to net income cannot be provided without unreasonable effort because of the inherent difficulty of accurately forecasting the occurrence and financial impact of the various adjusting items necessary for such reconciliation that have not yet occurred, are out of the Company’s control, or cannot be reasonably predicted. For the same reasons, the Company is unable to assess the probable significance of the unavailable information, which could have a material impact on its future GAAP financial results.
3The interest rate in effect for the term loan as of March 31, 2026 was 10.51%.
Definitions
“Behavioral” business refers to providing subscriptions to the Company’s digital product offerings with the option to add on unlimited access to the Company’s workshops.
“Clinical” business refers to providing subscriptions to the Company’s clinical product offerings provided by Weight Watchers Clinic combined with the Company’s digital subscription product offerings and unlimited access to the Company’s workshops.
“Revenue” - “Subscription Revenue” consists of the aggregate of: (a) “Behavioral Subscription Revenue”, the fees associated with subscriptions for the Company’s Behavioral offerings; and (b) “Clinical Subscription Revenue”, the fees associated with subscriptions for the Company’s Clinical offerings. In addition, “Other Revenue” consists of revenue from licensing, franchise fees with respect to commitment plans and royalties, publishing and other revenue. “Revenue” consists of the aggregate of Subscription Revenue and Other Revenue.
“Incoming Subscribers” - “Subscribers” refer to Behavioral subscribers and Clinical subscribers who participate in recurring bill programs in Company-owned operations. The “Incoming Subscribers” metric reports Subscribers in Company-owned operations at a given period start. Recruitment and retention are key drivers for this metric. Management utilizes this metric to monitor changes in the subscriber base which directly impacts the Company’s revenue growth and trends.
“End of Period Subscribers” - The “End of Period Subscribers” metric reports Subscribers in Company-owned operations at a given period end. Recruitment and retention are key drivers for this metric. Management utilizes this metric to monitor changes in the subscriber base which directly impacts the Company’s revenue growth and trends.
“Monthly Subscription Revenue Per Average Subscriber” (“ARPU”) - The “Monthly Subscription Revenue Per Average Subscriber” metric reports the monthly fees associated with subscriptions for the Company’s offerings divided by the Average Subscriber for its businesses. Monthly Subscription Revenue for both quarterly and year-to-date periods for each respective business are calculated as Subscription Revenue divided by the number of months in the respective quarterly or year-to-date period. The “Average Subscriber” for quarterly periods for each respective business is the average of its Incoming Subscribers and End of Period Subscribers for the respective quarterly period. The “Average Subscriber” for year-to-date periods for each respective business is the average of its Incoming Subscribers at the beginning of the fiscal year and its End of Period Subscribers for each quarter end within the respective year-to-date period. Management utilizes this metric to consider revenue growth and trends on a per subscriber basis.
About Weight Watchers
Weight Watchers is the global leader in science-backed weight management, offering an integrated support system built for the GLP-1 era that combines scientific expertise, medication, cutting-edge technology, and human connection. With more than 60 years of experience, Weight Watchers is the most studied commercial weight management program in the world, delivered through its No. 1 U.S. doctor-recommended weight-loss program. Its holistic, personalized approach also includes U.S.-based clinical interventions and access to GLP-1 medications when clinically appropriate, and a global network of coaches and community support. Since 1963, the company has led with science to deliver its members the personalized support they need to reach and sustain their goals. Members can access these solutions directly, or through Weight Watchers for Business’ full-spectrum platform for employers, health plans, and payers. In a landscape crowded with contradictory advice, isolating apps, and one-size-fits-all solutions, Weight Watchers offers a proven path forward that is rooted in research, grounded in empathy and designed to help every member feel better in their body and live a longer, healthier life. For more information, visit weightwatchers.com.
This news release includes “forward-looking statements,” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including, in particular, any statements about the Company’s plans, strategies, objectives, initiatives, and prospects. The Company generally uses the words “may,” “will,” “could,” “expect,” “anticipate,” “believe,” “estimate,” “plan,” “intend,” “aim” and similar expressions in this news release to identify forward-looking statements. The Company bases these forward-looking statements on its current views with respect to future events and financial performance. Actual results could differ materially from those projected in the forward-looking statements. These forward-looking statements are subject to risks, uncertainties and assumptions, including, among other things: the Company's recent emergence from bankruptcy, which could adversely affect its business and relationships and subjects us to risks and uncertainties; competition from other weight management and health and wellness industry participants or the development of more effective or more favorably perceived weight management methods; the Company's failure to continue to retain and grow its subscriber base; the Company's ability to be a leader in the rapidly evolving and increasingly competitive clinical weight management and weight loss market; the Company's ability to continue to develop new, innovative services and products and enhance its existing services and products or the failure of its services, products or brands to continue to appeal to the market, or its ability to successfully expand into new channels of distribution or respond to consumer trends or sentiment; the Company's ability to successfully implement strategic initiatives; the effectiveness and efficiency of its advertising and marketing programs, including the strength of its social media presence; the impact on the Company's reputation of actions taken by its franchisees, licensees, suppliers, affiliated provider entities, PCs’ healthcare professionals, and other partners; the recognition of asset impairment charges; the loss of key personnel, strategic partners or consultants or failure to effectively manage and motivate the Company's workforce; the Company’s chief executive officer transition, and its ability to appoint a new chief executive officer with the required level of experience and expertise in a timely manner; the Company's ability to successfully make acquisitions or enter into collaborations or joint ventures, including its ability to successfully integrate, operate or realize the anticipated benefits of such businesses; uncertainties related to a downturn in general economic conditions or consumer confidence, including as a result of the existing inflationary environment, changes in tariffs and escalating trade tensions, rising interest rates, the potential impact of political and social unrest and increased volatility in the credit and capital markets; the seasonal nature of the Company's business; the Company's failure to maintain effective internal control over financial reporting; the impact of events that impede accessing resources or discourage or impede people from gathering with others; the early termination by us of leases; the inability to renew certain of the Company's licenses, or the inability to do so on terms that are favorable to us; the dependence of the Company's payments system on third-party service providers; the impact of the Company's exposure to variable rate indebtedness; the ability to generate sufficient cash to service the Company's debt and satisfy its other liquidity requirements; uncertainties regarding the satisfactory operation of the Company's technology or systems; the impact of data security breaches and other malicious acts or privacy concerns, including the costs of compliance with evolving privacy laws and regulations; the Company's ability to successfully integrate and use artificial intelligence in its business; the Company's ability to enforce its intellectual property rights both domestically and internationally, as well as the impact of its involvement in any claims related to intellectual property rights; the impact of existing and future laws and regulations; risks related to the Company's exposure to extensive and complex healthcare laws and regulations; the outcomes of litigation or regulatory actions; risks and uncertainties associated with the Company's international operations, including regulatory, economic, political, social, intellectual property, and foreign currency risks, which risks may be exacerbated as a result of war and terrorism; the Company's ability to engage in share repurchases and pay cash dividends in the foreseeable future; risks related to the actions of activist shareholders and anti-takeover provisions in the Company's articles of incorporation and bylaws; risks related to the actions of the Company's shareholders and the exclusive forum provisions in its articles of incorporation; the possibility that the Company could fail to maintain the listing of the Company's common stock on Nasdaq; and other risks and uncertainties, including those included in this press release and those detailed from time to time in the Company’s periodic reports filed with the Securities and Exchange Commission (the “SEC”) (which are available on the SEC’s EDGAR database at www.sec.gov and via the Company’s website at corporate.ww.com). You should not put undue reliance on any forward-looking statements. You should understand that many important factors, including those discussed herein, could cause the Company’s results to differ materially from those expressed or suggested in any forward-looking statement. Except as required by law, the Company does not undertake any obligation to update or revise these forward-looking statements to reflect new information or events or circumstances that occur after the date of this news release or to reflect the occurrence of unanticipated events or otherwise. Readers are advised to review the Company’s filings with the SEC (which are available on the SEC’s EDGAR database at www.sec.gov and via the Company’s website at corporate.ww.com).
For investor inquiries, please contact:
John Mills or Anna Kate Heller [email protected]
For media inquiries, please contact:
Lizzy Levitan [email protected]
WW INTERNATIONAL, INC. AND SUBSIDIARIESCONSOLIDATED BALANCE SHEETS(IN THOUSANDS)UNAUDITED Successor March 31, December 31, 2026 2025 ASSETS CURRENT ASSETS Cash and cash equivalents $120,870 $160,279 Restricted cash 5,797 6,298 Receivables (net of allowances: March 31, 2026 - $1,935 and December 31, 2025 - $1,651) 16,856 16,378 Prepaid income taxes 3,325 8,097 Prepaid marketing and advertising 5,150 9,275 Prepaid expenses and other current assets 16,347 13,277 TOTAL CURRENT ASSETS 168,345 213,604 Property and equipment, net 7,485 8,115 Operating lease assets 2,549 2,933 Goodwill 200,000 200,135 Other intangible assets, net 471,528 490,664 Deferred income taxes 16,254 16,482 Other noncurrent assets 14,910 14,825 TOTAL ASSETS $881,071 $946,758 LIABILITIES AND EQUITY CURRENT LIABILITIES Portion of long-term debt due within one year, net $26,808 $— Portion of operating lease liabilities due within one year 1,183 1,260 Accounts payable 17,077 9,212 Salaries and wages payable 20,364 34,375 Accrued marketing and advertising 15,875 22,985 Accrued interest 1,086 1,084 Other accrued liabilities 21,641 23,049 Income taxes payable 10,311 6,006 Deferred revenue 26,749 28,565 TOTAL CURRENT LIABILITIES 141,094 126,536 Long-term debt, net 438,632 465,466 Long-term operating lease liabilities 1,571 1,893 Deferred income taxes 33,705 34,021 Other noncurrent liabilities 498 771 TOTAL LIABILITIES 615,500 628,687 EQUITY Successor common stock, $0 par value; 1,000,000 shares authorized; 9.996 shares issued at March 31, 2026 and 9,992 shares issued at December 31, 2025 379,306 378,777 Accumulated deficit (114,095) (62,095)Accumulated other comprehensive income 360 1,389 TOTAL EQUITY 265,571 318,071 TOTAL LIABILITIES AND TOTAL EQUITY $881,071 $946,758 WW INTERNATIONAL, INC. AND SUBSIDIARIESCONSOLIDATED STATEMENTS OF OPERATIONS(IN THOUSANDS, EXCEPT PER SHARE AMOUNTS)UNAUDITED Successor Predecessor Three Months Ended Three Months Ended March 31, 2026 March 29, 2025Subscription revenue, net(1) $167,357 $185,180 Other revenue, net(2) 904 1,391 Revenue, net 168,261 186,571 Cost of subscription revenue(3) 49,445 53,587 Cost of other revenue 144 108 Cost of revenue 49,589 53,695 Gross profit 118,672 132,876 Marketing expenses 92,934 78,778 Product development expenses 8,093 11,121 Selling, general and administrative expenses 48,084 35,629 Franchise rights acquired impairments — 27,549 Operating loss (30,439) (20,201)Interest expense 11,475 27,603 Other (income) expense, net (737) 2,206 Loss before income taxes (41,177) (50,010)Provision for income taxes 10,823 22,575 Net loss $(52,000) $(72,585) Net loss per share Basic $(5.20) $(0.91)Diluted $(5.20) $(0.91) Weighted average common shares outstanding Basic 9,996 80,129 Diluted 9,996 80,129 Note: Totals may not sum due to rounding. (1)“Subscription revenue, net” consists of the aggregate of: (a) net “Behavioral Subscription Revenue”, the fees associated with subscriptions for the Company’s Behavioral offerings; and (b) net “Clinical Subscription Revenue”, the fees associated with subscriptions for the Company’s Clinical offerings.(2)“Other revenue, net” consists of revenue from licensing, franchise fees with respect to commitment plans and royalties, publishing and other revenue.(3)“Cost of subscription revenue” consists of cost of revenue and operating expenses for the Company's Behavioral and Clinical services. WW INTERNATIONAL, INC. AND SUBSIDIARIESCONSOLIDATED STATEMENTS OF CASH FLOWS(IN THOUSANDS)UNAUDITED Successor Predecessor Three Months Ended Three Months Ended March 31, 2026 March 29, 2025Operating activities: Net loss $(52,000) $(72,585)Adjustments to reconcile net loss to cash (used for) provided by operating activities: Depreciation and amortization 25,886 6,914 Amortization of deferred financing costs and debt (premium) discount, net (26) 1,254 Impairment of franchise rights acquired — 27,549 Impairment of intangible and long-lived assets 3 94 Share-based compensation expense 391 860 Deferred tax benefit (312) (2,529)Allowance for doubtful accounts 100 84 Foreign currency exchange rate (gain) loss (738) 2,238 Changes in cash due to: Receivables (688) 761 Prepaid expenses 5,835 5,946 Accounts payable 7,556 19,435 Accrued liabilities (21,854) 8,785 Deferred revenue (1,722) (154)Other long term assets and liabilities, net (302) (107)Income taxes 4,324 16,453 Cash (used for) provided by operating activities (33,547) 14,998 Investing activities: Capital expenditures — (5)Capitalized software and website development expenditures (5,797) (3,170)Cash used for investing activities (5,797) (3,175)Financing activities: Borrowings on revolving credit facility — 171,341 Taxes paid related to net share settlement of equity awards — (93)Cash provided by financing activities — 171,248 Effect of exchange rate changes on cash and cash equivalents and restricted cash (566) 1,529 Net (decrease) increase in cash and cash equivalents and restricted cash (39,910) 184,600 Cash and cash equivalents and restricted cash, beginning of period 166,577 56,520 Cash and cash equivalents and restricted cash, end of period $126,667 $241,120 WW INTERNATIONAL, INC. AND SUBSIDIARIESRECONCILIATION OF NON-GAAP FINANCIAL MEASURES(IN THOUSANDS, EXCEPT PERCENTAGES)UNAUDITED Variance Successor Predecessor 2026
Three Months Ended Three Months Ended2026
Constant Currency March 31, 2026 March 29, 2025 vs vs GAAP Constant Currency GAAP 2025
2025
Selected Financial Data Revenue(1)$168,261 $164,007 $186,571 (9.8%) (12.1%)Behavioral Subscription Revenue(2)$128,524 $124,317 $155,723 (17.5%) (20.2%)Clinical Subscription Revenue(3)$38,833 $38,833 $29,457 31.8% 31.8%Subscription Revenue(4)$167,357 $163,150 $185,180 (9.6%) (11.9%)Other Revenue(5)$904 $858 $1,391 (35.0%) (38.3%) Note: Totals may not sum due to rounding. (1)“Revenue” consists of the aggregate of Subscription Revenue and Other Revenue.(2)“Behavioral Subscription Revenue” consists of the fees associated with subscriptions for the Company’s Behavioral offerings.(3)“Clinical Subscription Revenue” consists of the fees associated with subscriptions for the Company’s Clinical offerings.(4)“Subscription Revenue” is the sum of Behavioral Subscription Revenue and Clinical Subscription Revenue.(5)“Other Revenue” consists of revenue from licensing, franchise fees with respect to commitment plans and royalties, publishing and other revenue. WW INTERNATIONAL, INC. AND SUBSIDIARIESOPERATIONAL STATISTICS(IN THOUSANDS, EXCEPT PERCENTAGES AND MONTHLY SUBSCRIPTION REVENUE PER AVERAGE SUBSCRIBER)UNAUDITED Successor Predecessor Three Months Ended Three Months Ended March 31, 2026 March 29, 2025 Variance Variance (Constant Currency) (Constant Currency)Incoming Subscribers(1) Incoming Behavioral Subscribers 2,631 N/A 3,244 (18.9%) N/AIncoming Clinical Subscribers 130 N/A 92 41.9% N/AIncoming Subscribers 2,761 N/A 3,336 (17.2%) N/A End of Period Subscribers(2) End of Period Behavioral Subscribers 2,463 N/A 3,299 (25.4%) N/AEnd of Period Clinical Subscribers 197 N/A 135 45.9% N/AEnd of Period Subscribers 2,659 N/A 3,434 (22.6%) N/A Monthly Subscription Revenue Per Average Subscriber(3) Monthly Behavioral Subscription Revenue Per Average Subscriber$16.82 $16.27 $15.87 6.0% 2.6%Monthly Clinical Subscription Revenue Per Average Subscriber$79.23 $79.23 $86.70 (8.6%) (8.6%)Monthly Subscription Revenue Per Average Subscriber$20.59 $20.07 $18.24 12.9% 10.0% Note: Totals may not sum due to rounding. (1)The “Incoming Subscribers” metric reports WW subscribers in Company-owned operations at a given period start.(2)The “End of Period Subscribers” metric reports WW subscribers in Company-owned operations at a given period end.(3)The “Monthly Subscription Revenue Per Average Subscriber” metric reports the monthly fees associated with subscriptions for the Company's offerings divided by the Average Subscriber for its businesses. Monthly Subscription Revenue for quarterly periods for each respective business is calculated as Subscription Revenue divided by the number of months in the respective quarterly period. The “Average Subscriber” for quarterly periods for each respective business is the average of its Incoming Subscribers and End of Period Subscribers for the respective quarterly period. WW INTERNATIONAL, INC. AND SUBSIDIARIESRECONCILIATION OF NON-GAAP FINANCIAL MEASURES(IN THOUSANDS, EXCEPT PERCENTAGES)UNAUDITED Successor Predecessor Three Months Ended Three Months Ended March 31, 2026 March 29, 2025 Selling, Selling, Product General, and Product General, and Gross Marketing Development Administrative Gross Marketing Development Administrative Profit Expenses Expenses Expenses Profit Expenses Expenses Expenses GAAP$118,672 $92,934 $8,093 $48,084 $132,876 $78,778 $11,121 $35,629 % of Revenue 70.5% 55.2% 4.8% 28.6% 71.2% 42.2% 6.0% 19.1% Adjustments: Transaction Costs(1)$— $— $— $— $— $— $— $(10,823)Depreciation and Amortization Expenses 5,180 — — (20,706) 4,500 — (61) (2,354)Restructuring Charges(2) (65) — — (533) (384) — — (1,356)Share-based Compensation Expense 0 (141) (109) (436) — — — (860)Non-CEO Executive Separation Expenses(3) — — — (1,563) — — — — Total Adjustments$5,115 $(141) $(109) $(23,238) $4,116 $— $(61) $(15,394) Adjusted$123,787 $92,793 $7,984 $24,846 $136,992 $78,778 $11,060 $20,235 % of Revenue 73.6% 55.1% 4.7% 14.8% 73.4% 42.2% 5.9% 10.8% Currency Adjustment (3,690) (959) — (301) N/A N/A N/A N/A Constant Currency$114,982 $91,975 $8,093 $47,783 N/A N/A N/A N/A% of Revenue 70.1% 56.1% 4.9% 29.1% N/A N/A N/A N/A Adjusted Constant Currency$120,097 $91,834 $7,984 $24,546 N/A N/A N/A N/A% of Revenue 73.2% 56.0% 4.9% 15.0% N/A N/A N/A N/A Note: Totals may not sum due to rounding. (1)Certain non-recurring transaction costs related to strategic alternatives and the Company's Chapter 11 financial reorganization.(2)Restructuring charges consist of expenses associated with the reduction in headcount as a result of certain strategic re-alignments. Restructuring charges include the previously disclosed 2025 restructuring plan, the previously disclosed 2024 restructuring plan and the previously disclosed 2023 restructuring plan.(3)Certain non-recurring expenses in connection with the separation from the Company of a non-Chief Executive Officer executive. WW INTERNATIONAL, INC. AND SUBSIDIARIESRECONCILIATION OF NON-GAAP FINANCIAL MEASURES(IN THOUSANDS, EXCEPT PERCENTAGES)UNAUDITED Successor Predecessor Three Months Ended Three Months Ended March 31, 2026 March 29, 2025 Net Loss $(52,000) $(72,585)Net Loss Margin (30.9%) (38.9%) Interest 11,475 27,603 Taxes 10,823 22,575 Depreciation and Amortization Expenses 25,886 6,914 Share-based Compensation Expense 686 860 EBITDA $(3,130) $(14,633)EBITDA Margin (1.9%) (7.8%) Franchise Rights Acquired Impairments(1) — 27,549 Transaction Costs(2) — 10,823 Restructuring Charges(3) 468 972 Non-CEO Executive Separation Expenses(4) 1,563 — Other(5) (737) 2,206 Adjusted EBITDA $(1,836) $26,917 Adjusted EBITDA Margin (1.1%) 14.4% Note: Totals may not sum due to rounding. (1)The Company's franchise rights acquired impairment charge related to its United States unit of account.(2)Certain non-recurring transaction costs related to strategic alternatives and the Company's Chapter 11 financial reorganization.(3)Restructuring charges consist of expenses associated with the reduction in headcount as a result of certain strategic re-alignments. Restructuring charges include the previously disclosed 2025 restructuring plan, the previously disclosed 2024 restructuring plan and the previously disclosed 2023 restructuring plan.(4)Certain non-recurring expenses in connection with the separation from the Company of a non-Chief Executive Officer executive.(5)Primarily consists of the impact of foreign exchange gains and losses.
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NEW YORK--(BUSINESS WIRE)--Galloway Capital Partners, LLC (“Galloway”), together with its affiliates, today announced that it has accumulated an ownership stake of approximately 8.42% in WW International, Inc. (“WW” or the “Company”).
Galloway believes WW is materially undervalued despite owning one of the world’s most recognized wellness brands and operating in the rapidly growing markets of weight management, metabolic health, GLP-1 support, and longevity.
Following its recent restructuring, WW reduced debt from approximately $1.4 billion to roughly $460 million while maintaining more than $220 million of cash on its balance sheet. Despite this improved capital structure, the Company’s market capitalization has fallen to less than $100 million.
“We believe the market is dramatically undervaluing WW’s brand, clinical business, member ecosystem, and long-term strategic potential,” said Bruce Galloway, Chief Investment Officer of Galloway Capital Partners.
Galloway noted that WW’s clinical business is growing more than 50% annually and believes the Company’s approximately 2.8 million members, combined with decades of proprietary consumer data, represent a highly valuable strategic asset in an increasingly personalized healthcare and wellness environment.
At current levels, WW trades at approximately 3.7x EBITDA, a substantial discount to peers in the digital health and wellness sector.
Galloway also stated that the Company has an opportunity to recruit a transformational CEO with expertise in consumer health, digital wellness, and subscription-based healthcare platforms.
“We believe WW is worth a multiple of its current trading value and look forward to engaging constructively with the Board and management team to help unlock shareholder value,” added Galloway.
LillyDirect customers can now connect to Weight Watchers Med+ program, an integrated GLP-1 access and care model, driving greater weight loss results than medication alone June 04, 2026 08:00 ET | Source: WW International Inc.
NEW YORK, June 04, 2026 (GLOBE NEWSWIRE) -- WW International, Inc. (NASDAQ: WW) and its affiliated medical groups (“Weight Watchers”), the global leader in science-backed weight management, is now accessible via Eli Lilly and Company’s digital healthcare platform, LillyDirect®. This news further reflects Weight Watchers’ continued focus on expanding access to trusted, brand-name GLP-1 medications paired with comprehensive clinical and behavioral support, designed for real life.
LillyDirect is enabling access to another independent care offering at a time when demand for GLP-1 medications continues to grow. Through LillyDirect, patients can connect with independent care options, pharmacy fulfillment resources and educational materials, while Weight Watchers Med+ offers a best-in-class care experience designed to support patients before, during and after medication use.
“A seamless connection from LillyDirect is central to expanding access while ensuring patients are supported beyond the prescription,” said Scott Honken, PharmD, Chief Commercial Officer at Weight Watchers. “Weight Watchers Med+ is designed to support patients with the clinical and behavioral care they need to navigate weight health in real life. Through this direct connection from LillyDirect, we are making it easier for members to find our Med+ program by giving them a clear starting point as they explore treatment and support options.”
Through Weight Watchers Med+, eligible patients seeking prescription weight management medications can access comprehensive clinical care from licensed providers, alongside the behavioral, nutrition and community support that has defined Weight Watchers for more than six decades. The platform includes embedded GLP-1 Success program support and is designed to guide members through their weight health journey, including those who are exploring medication, currently taking a GLP-1 or other obesity medication, or looking for long-term support to sustain progress.
As GLP-1 medications continue to reshape obesity care, Weight Watchers remains focused on what drives lasting results: pairing FDA-approved treatment with structured nutritional, behavioral, and lifestyle support. Working with LillyDirect marks another step in making that integrated model more affordable, accessible, and sustainable for the people who need it.
ABOUT WEIGHT WATCHERS
Weight Watchers is the global leader in science-backed weight management, offering an integrated support system built for the GLP-1 era that combines scientific expertise, medication, cutting-edge technology, and human connection. With more than 60 years of experience, Weight Watchers is the most studied commercial weight management program in the world, delivered through its No. 1 U.S. doctor-recommended weight-loss program. Its holistic, personalized approach also includes U.S.-based clinical interventions and access to GLP-1 medications when clinically appropriate, and a global network of coaches and community support. Since 1963, the company has led with science to deliver its members the personalized support they need to reach and sustain their goals. Members can access these solutions directly, or through Weight Watchers for Business’ full-spectrum platform for employers, health plans, and payers. In a landscape crowded with contradictory advice, isolating apps, and one-size-fits-all solutions, Weight Watchers offers a proven path forward that is rooted in research, grounded in empathy and designed to help every member feel better in their body and live a longer, healthier life. For more information, visit weightwatchers.com.
For investor inquiries, please contact: John Mills or Anna Kate Heller [email protected]
Unlimited Day PassSM gives eligible U.S. iPad Users — Including Verizon and T-Mobile Customers — Unlimited Data for $3 a Day, With No Contracts or Subscriptions.
Key Takeaways:
AT&T is the first and only major U.S. wireless provider to offer on-demand connectivity for eligible U.S. iPad users, regardless of the customer's carrier.AT&T Unlimited Day Pass includes unlimited data1 for just *$3 a day2 with no contracts, subscriptions or credit checks required.Customer's first day pass is complimentary, courtesy of AT&T (limit one iPad per customer)3., /PRNewswire/ -- What's the News: Today, AT&T launched Unlimited Day Pass, a 24-hour unlimited wireless data1 connection for eligible U.S. iPad users, including non-AT&T customers, for a daily2 *$3 flat rate — with no contracts, subscriptions or credit checks required.
AT&T is the first and only major U.S. wireless provider to give eligible iPad users (with eSIM capabilities) the freedom to buy on-demand connectivity when they need it.
Why it Matters: Many consumers have iPads that are not connected to cellular plans4. We want to give those people — regardless of their wireless provider — the ability to connect their iPads anytime, anywhere with no long-term commitment. This new product is a flexible option that delivers dependable and secure access on demand for Wi-Fi + Cellular iPad users, ideal for travel days, busy workdays or moments when Wi‑Fi isn't available.
How it Works:
The first day pass is complimentary, courtesy of AT&T (limit one iPad per customer)3, and available for a flat, daily2 rate via credit or debit card after that.Activate Wi-Fi +Cellular iPad model directly from your device settings — no app or Wi-Fi connection required5. Open the Settings app, tap Cellular Data, add AT&T Unlimited Day Pass.24-hour data activation begins shortly after purchase.Quotable: "Our goal with any product is to make it simple for people to connect wherever they are, across the devices they use most," said Josh Goodell, vice president, Consumer Product Management for AT&T. "Unlimited Day Pass delivers on-demand connectivity for Wi-Fi + Cellular iPad models on the nation's largest wireless network6, whether someone is an AT&T customer or not, for a flat daily fee. There is no long-term commitment — just the connectivity you need, when and where you need it."
More Details: AT&T Unlimited Day Pass is the latest example of how we are simplifying the connectivity experience by giving people more flexibility and value without locking them into monthly contracts or subscriptions. Unlimited Day Pass will continue to evolve to reach more customers on other 5G enabled wireless devices while delivering an even simpler, more seamless, on-demand connectivity experience in the near future.
For more information on AT&T Unlimited Day Pass, please visit https://www.att.com/wirelessdaypass
FAQ
Q: What iPads are eligible for Unlimited Day Pass?
All iPads must be cellular based with eSIM capabilities. The following iPads are currently eligible:
iPad Pro 11 (A2013)iPad Air 13-inch (M3) Ch A3271iPad Pro 11in (3rd gen) A2301 (NA)iPad (A16) A3355iPad Pro 12.9in (6th gen) - A2764 (WW)iPad Pro 13 A2926 (2024)iPad (A16) Ch A3356iPad Air 11 A2903 (2024)iPad 9th Gen A2603 (NA)iPad (10th gen) - A2757 (WW)iPad Pro 12.9in (5th gen) A2379 (NA)iPad Mini 5G A2568 (NA-RoW)iPad Pro 11 A2837 (2024)iPad Pro 11in (4th gen) - A2435 (WW)iPad Air 13 A2899 (2024)iPad Pro 12-in. (4th generation) A2069iPad 7 Gen A2200A2126 7.9 iPad mini (5th Gen)A2153 10.5 iPad Air (3rd Gen)iPad Air 11-inch (M3) A3267iPad Air (A2589) ROW 2022iPad Air 13-inch (M3) A3269iPad Air 11-inch (M3) Ch A3270iPad Mini (2024)iPad Pro 11-in. (2nd generation) A2068iPad 8th gen A2428iPad Air (2020) A2324iPad Pro 12.9 (A2014)iPad Pro A1652Q: Does Unlimited Day Pass work for iPads only? What about other tablets?
At this moment, iPads are only eligible for Unlimited Day Pass. In the near future, other 5G-enabled devices like Android tablets, smartwatches, laptops, drones, etc. are planned to be eligible for Unlimited Day Pass.
Q: Do I have to sign up again every time I want a day pass? Can I buy multiple passes at a time?
At this moment, we are only offering 24-hour passes. In the near future, we plan to expand the Unlimited Day Pass experience to include multi-day options such as weekend and week-long passes.
Q: Do I need to be an existing AT&T mobile customer to purchase the Unlimited Day Pass?
No. Unlimited Day Pass is available to any customer whether you have AT&T mobile service or not. Any customer can purchase their Unlimited Day Pass directly on their eligible iPad with a debit/credit card.
1AT&T may temporarily slow data speeds if the network is busy.
2Req's elig. unlocked, eSIM-capable iPad. 24-hour data activation begins shortly after purchase.
3Subj. to change. First day pass on us with your initial eSIM activation. Limit one per tablet.
4According to 2024 Customer Survey commissioned by AT&T.
5iPad must be cellular enabled for activation.
6Compares ground-based cellular networks. No AT&T on-net coverage in select countries, including Canada.
About AT&T
We help more than 100 million U.S. families, friends and neighbors, plus nearly 2.5 million businesses, connect to greater possibility. From the first phone call 150 years ago to our 5G wireless and multi-gig internet offerings today, we @ATT innovate to improve lives. For more information about AT&T Inc. NYSE:T , please visit us at about.att.com. Investors can learn more at investors.att.com.
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Pantheon Resources PLC (AIM:PANR, OTCQX:PTHRF) said its Alaska gas ambitions were put in front of state lawmakers last week as the company appeared alongside major North Slope producers in testimony linked to the proposed AK LNG Project. The oil and gas developer, which is advancing the Kodiak and Ahpun projects on Alaska's North Slope, told investors it was invited to present to the Alaska Legislature's House Finance Committee during a Special Session focused on a tax relief package designed to support the LNG scheme.
Two tankers carrying oil products exited the Strait of Hormuz over the past week, while a liquefied natural gas carrier loaded cargo in the United Arab Emirates, shipping data showed - rare movements as traffic through the chokepoint remains limited.
Model of LNG tanker is seen in this illustration taken May 19, 2022. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
CompaniesJune 2 (Reuters) - INEOS Energy said on Tuesday it has signed a liquefied natural gas supply agreement with Marubeni Corporation for delivery into Asia from 2029.
Under the agreement, INEOS Energy will supply LNG on a delivered ex-ship basis to Marubeni, it said in a statement.
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INEOS Energy did not specify the duration or volume of the supply agreement in its statement. But a company spokesperson said the LNG could be delivered to Marubeni in Japan, or Marubeni could nominate delivery into South Korea, Taiwan or China.
Reporting by Anjana Anil in Bengaluru and Emily Chow in Singapore Editing by Bernadette Baum and Joe Bavier
Our Standards: The Thomson Reuters Trust Principles., opens new tab
On June 02, 2026, Cheniere Energy Inc LNG shares rose 3.6% today, bringing the current price to $236.01. The stock has seen a 52-week range between $186.20 and $300.89, highlighting significant volatility over the past year.
GF Value™ verdict: The current price is $236.01, which is 3.6% below the GF Value™ estimate of $244.76.GF Score™: 78/100, indicating an above-average ranking for long-term returns.Most notable signal: Insiders have sold $29.4M worth of shares in the last 3 months with no purchases. Is LNG Overvalued or Undervalued? Cheniere Energy Inc's current price of $236.01 compared to the GF Value™ of $244.76 indicates that the stock is undervalued by approximately 3.6%. This provides a margin of safety for potential investors, suggesting that there may be an opportunity for growth if the stock price converges with its intrinsic value. The GF Valuation label classifies LNG as fairly valued, which reflects the balance between its current trading price and the calculated intrinsic value.
The GF Value™ methodology combines historical trading multiples, past business growth, and future performance estimates to derive an intrinsic value. Given the current undervaluation, there is potential for upside, but investors should remain cautious due to the inherent risks of the market and external factors influencing the oil and gas sector.
How Does LNG's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 38.8x 10.4x Forward P/E 96.8x - Cheniere Energy's current P/E ratio of 38.8x is significantly above its 5-year median P/E of 10.4x, marking an increase of 272%. This indicates that the stock is trading at a premium compared to its historical valuation metrics. The high current P/E suggests that although the GF Value™ indicates it is undervalued, the stock may still be overvalued when considering its historical performance. This discrepancy highlights the need for a cautious approach when evaluating LNG's pricing dynamics.
What Does LNG's GF Score™ Tell Us? Metric Rating GF Score™ 78 Financial Strength 4/10 Profitability 7/10 Growth 8/10 Valuation 9/10 Momentum 3/10 The GF Score™ of 78/100 indicates that Cheniere Energy Inc has strong potential for long-term returns, particularly in terms of its growth and valuation rankings, which stand at 8/10 and 9/10, respectively. However, the financial strength score of 4/10 and the momentum score of 3/10 reveal underlying weaknesses that could pose risks for investors. The combination of these scores suggests that while LNG has favorable growth prospects, its financial stability and recent performance trend may warrant further scrutiny.
What Are Insiders Doing with LNG Stock? Recent insider activity has shown that insiders of Cheniere Energy Inc have sold $29.4 million worth of shares in the last three months, with no reported purchases during this period. This selling trend may suggest a lack of confidence among insiders regarding the stock's near-term performance, or it could reflect personal financial decisions unrelated to the company's future prospects. Investors should consider this insider activity as a potential signal when assessing the stock's outlook.
What This Means for Investors Based on the GF Value™ assessment, Cheniere Energy Inc LNG appears to be undervalued with its current price of $236.01 being 3.6% below the GF Value™ of $244.76. However, the high P/E ratio compared to its historical median raises caution about potential overvaluation factors, indicating the need for thorough due diligence before any investment decisions.
For the complete analysis, visit the Cheniere Energy Inc LNG stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is LNG's GF Score™?
LNG's GF Score™ is 78/100, indicating that it ranks above average for potential long-term returns based on key financial metrics.
Is LNG overvalued or undervalued?
According to the GF Value™, LNG is currently undervalued by approximately 3.6%, suggesting there may be growth potential.
What is LNG's P/E ratio?
The current P/E ratio for LNG is 38.8x, which is significantly higher than its 5-year median P/E of 10.4x, indicating a premium valuation relative to its historical performance.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Rick Gardner of of RGA Investments says higher defense spending commitments across Europe could support the region's defense stocks, which remain relatively cheaper than U.S. peers. He also sees upside for U.S. LNG exporters, producers and refiners if Europe increasingly looks beyond the Gulf region for energy supplies.
Item 1 of 2 The headquarters of French oil and gas company TotalEnergies in La Defense, near Paris, France, May 29, 2026. REUTERS/Alice Sacco
[1/2]The headquarters of French oil and gas company TotalEnergies in La Defense, near Paris, France, May 29, 2026. REUTERS/Alice Sacco Purchase Licensing Rights, opens new tab
SummaryCompaniesPutin approves sale of TotalEnergies' 10% stake in Arctic LNG 2Russian decree says stake being sold to Nordline LLCTotalEnergies declines to commentMOSCOW/PARIS, June 3 (Reuters) - Russian President Vladimir Putin has approved the sale of a 10% stake in the sanctioned Arctic LNG 2 project held by France's TotalEnergies (TTEF.PA), opens new tab to a company called Nordline LLC, according to a decree published on Wednesday.
TotalEnergies declined to comment and has not issued any statement on a sale, unlike previous divestments from Russia.
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Reuters has identified two Russian-registered entities named Nordline LLC, both linked to private Russian LNG producer Novatek (NVTK.MM), opens new tab, the majority owner of Arctic LNG 2, but could not confirm which one might be specified in the decree.
Novatek did not immediately respond to a request for comment.
WESTERN FIRMS EXIT RUSSIASince Russia's 2022 invasion of Ukraine and the imposition of Western sanctions, many foreign firms have sold Russian assets or seen them seized, in response to the freezing of Russian assets abroad.
In 2024, Kremlin-controlled energy giant Gazprom acquired a 27.5% stake in Russian LNG project Sakhalin II by decree, previously held by British oil major BP (BP.L), opens new tab, which took a $1.6 billion impairment.
TotalEnergies has been an outlier, selling smaller Russian oil holdings while retaining its 19.4% stake in Novatek and its interest in the Yamal LNG project, which has seen increased sales of LNG to Europe in recent years.
The June 3 decree on Arctic LNG 2 gave no details on Nordline or the terms of the potential deal.
The project was placed under U.S. sanctions over Russia'sinvasion of Ukraine, prompting TotalEnergies to declare force majeure on LNG offtake contracts from the project in 2024.
If completed, the sale would still leave TotalEnergies with indirect exposure to Arctic LNG 2 through its stake in Novatek.
Other shareholders in the project are Novatek (60%), China National Petroleum Corp (10%), China National Offshore Oil Corp (10%) and a consortium of Mitsui (8031.T), opens new tab and Japan Organization for Metals and Energy Security (10%).
Reporting by Anton Kolodyazhnyy in Moscow and America Hernandez in Paris. Writing by Maxim Rodionov. Editing by Andrew Osborn, Emelia Sithole-Matarise and Mark Potter
Our Standards: The Thomson Reuters Trust Principles., opens new tab
ATHENS, Greece, June 05, 2026 (GLOBE NEWSWIRE) -- Capital Clean Energy Carriers Corp. (the "Company", "CCEC", "we" or "us") (NASDAQ: CCEC), an international owner of ocean-going vessels, today announced the delivery of LNG Carrier ("LNG/C") Archimidis on June 2, 2026, and dual-fuel medium gas carrier Aristogenis on June 4, 2026, as well as new time charter employment secured for three LCO2/LPG carriers and two LNG carriers. Fleet Update — LCO2/LPG Fleet As previously announced, the Company took delivery of its second LCO2/multi-gas carrier, the Amadeus (Hyundai Mipo Dockyard Co. Ltd.
The logo of French oil engineering group Technip is seen on top of the company's headquarters June 1, 2017 in the financial and business district in La Defense at Courbevoie near Paris,... Purchase Licensing Rights, opens new tab Read more
CompaniesMILAN, June 8 (Reuters) - Technip Energies (TE.PA), opens new tab has won an engineering, procurement, construction, installation and commissioning contract for the Coral Norte floating liquefied natural gas project offshore Mozambique, the French oil services firm said on Monday.
Technip CEO Arnaud Pieton said the project would support faster deployment of LNG capacity and strengthen Mozambique's role in global gas supplies.
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The French company is executing the contract with partners JGC (1963.T), opens new tab and Samsung Heavy Industries (010140.KS), opens new tab for Mozambique Rovuma Venture, owned by Italian energy group Eni (ENI.MI), opens new tab and its partners.
Eni together with China's CNPC, Mozambique's national energy company ENH, Abu Dhabi National Oil Company's XRG, and Korea Gas Corp (036460.KS), opens new tab reached the final investment decision to develop the Coral North FLNG project last year.
Technip said the award, together with previously announced contracts linked to the project, represents a 'major' contract valued at more than €1 billion ($1.14 billion) in revenue.
Coral Norte will have capacity to produce about 3.6 million tons per annum (Mtpa) of LNG, doubling the Coral hub's total capacity to 7 Mtpa.
Reporting by Francesca Landini, Editing by Louise Heavens
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Key Takeaways Cheniere posted $5.9B revenues and exported a record 187 cargoes; adj EBITDA $2.3B, DCF $1.7B.Cheniere estimates ~7M tons/month of LNG supply, about 100 cargoes, still disrupted.Cheniere sees buyers favoring diversity, destination flexibility and reliability in new contracts. Cheniere Energy (LNG - Free Report) is benefiting from a sharper focus on liquefied natural gas (“LNG”) supply security as Middle East disruptions reshape global gas flows. The company delivered a strong first quarter, generating $5.9 billion in revenues, $2.3 billion in consolidated adjusted EBITDA and $1.7 billion in distributable cash flow. It also exported a quarterly record 187 LNG cargoes. This performance came as the closure of the Strait of Hormuz and damage to part of QatarEnergy’s LNG facility tightened an already stretched market.
The disruption has also highlighted the strategic value of U.S. LNG. Cheniere estimates that roughly 7 million tons of LNG supply per month remains disrupted, equal to about 100 cargoes. Since most Qatari volumes typically move into Asia, the supply shock quickly pulled more flexible cargoes toward Asian markets. Cheniere’s U.S.-based LNG portfolio is well-positioned in this environment because its cargoes can be redirected based on market need, helping customers manage sudden supply gaps during volatile periods.
Importantly, the current market stress could support Cheniere’s future contracting efforts. Buyers are likely to place greater emphasis on supply diversity, destination flexibility and producer reliability after seeing how quickly geopolitical events can disrupt LNG availability. Cheniere already serves more than 35 long-term creditworthy counterparties and is working to commercialize additional capacity tied to its expansion plans. Overall, the disruption reinforces the importance of secure U.S. LNG and strengthens Cheniere’s position as a preferred long-term supplier in an increasingly risk-aware global gas market.
The recent disruptions have reinforced the strategic value of LNG assets across the industry. Beyond Cheniere, other companies with significant LNG exposure are also positioned to benefit from stronger demand for secure and flexible gas supplies.
Key LNG Players Benefiting From Supply-Security Focus
Venture Global (VG - Free Report) : Venture Global is scaling quickly as a U.S. LNG supplier, with 68 million tons per annum (“MTPA”) of capacity operating or under construction and a targeted total of about 100 MTPA across Calcasieu Pass, Plaquemines, CP2 and planned bolt-on expansions. Venture Global exported a record 130 cargoes in first-quarter 2026 and had 84% of the expected 2026 cargoes contracted by May 8. Venture Global’s long and medium-term contracts support clearer cash flows while leaving room for market flexibility.
Chevron (CVX - Free Report) : Chevron also remains a major LNG player through its Gorgon and Wheatstone projects in Australia, which give Chevron exposure to steady Asian demand. Gorgon has an LNG capacity of about 15.6 MTPA, while Wheatstone can produce roughly 8.9 MTPA. Chevron operates both projects and holds 47.3% of Gorgon and 64.14% of Wheatstone, giving Chevron a large, reliable LNG platform in a region close to key buyers.
The Zacks Rundown on Cheniere Energy
Shares of LNG have gained around 23% so far this year, slightly underperforming the Oil/Energy sector.
Image Source: Zacks Investment Research
Cheniere Energy currently has an average brokerage recommendation (ABR) of 1.24 on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 23 brokerage firms.
Image Source: Zacks Investment Research
See how the Zacks Consensus Estimate for Cheniere Energy’s earnings has been revised over the past 60 days.
Image Source: Zacks Investment Research
The stock currently carries a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Cheniere Energy, Inc. is well-positioned amid global LNG supply disruptions, with over 90% of capacity contracted under long-term agreements, ensuring predictable cash flows. Q1 results showed robust underlying performance: adjusted EBITDA up 25% to $2.33B, distributable cash flow up to $1.67B, and management raised full-year guidance. Corpus Christi Stage 3 ramp-up and recent supply shocks in Qatar enhance LNG's strategic value, supporting higher liquefaction fees and future contract momentum.
UAB “Ignitis” has secured long-term access to capacity at the Klaipėda liquefied natural gas (LNG) terminal. This will provide access to the global LNG market and support greater flexibility in natural gas supply in the years ahead.
In the long-term capacity allocation procedure conducted by the operator of the Klaipėda LNG terminal, KN Energies, Ignitis booked 4 TWh of annual regasification capacity for the period from 2033 to 2044.
Long-term access to the terminal provides greater flexibility in gas supply planning, enables diversification of supply sources, and strengthens energy resilience in Lithuania and across the Baltic region.
Key Takeaways Cheniere Q1 revenues hit $5.9B; adjusted EBITDA rose 25% to $2.3B and exports set a 187-cargo record.Cheniere has more than 95% of capacity contracted for the next decade and serves 35 long-term counterparties.Venture Global lifted 2026 adjusted EBITDA guidance to $8.2-$8.5B, but net long-term debt was $36.5B. Venture Global (VG - Free Report) and Cheniere Energy (LNG - Free Report) are both well-positioned to benefit from a key long-term energy trend: rising global demand for liquefied natural gas (LNG - Free Report) . LNG is increasingly viewed as a bridge fuel for countries seeking to reduce coal and diesel consumption while maintaining energy security. Recent disruptions in the Middle East have further highlighted the strategic importance of LNG infrastructure and supply reliability. With that backdrop, let’s take a closer look at the fundamentals to determine which of these two LNG players may be the better investment opportunity right now.
The Case for Venture Global Stock
Venture Global is the more aggressive growth story. The company has built a vertically integrated LNG platform across production, transportation, shipping and regasification, with major Gulf Coast projects including Calcasieu Pass, Plaquemines, CP2 and CP3. Its modular “design one, build many” model is central to the bull case because it can shorten construction timelines and lower execution costs versus traditional LNG projects. The latest numbers support that argument: first-quarter revenues jumped 59% year over year to $4.6 billion, and the company exported a record 130 cargoes, more than double the year-ago level. Management also lifted 2026 adjusted EBITDA guidance to $8.2-$8.5 billion.
The opportunity is large. Venture Global says it has 68 million tons per annum (“MTPA”)of capacity in operation or under construction, more than 52 MTPA of medium- and long-term offtake contracts, and about $137 billion of contracted third-party revenues. It is also targeting roughly 100 MTPA of total production capacity when current and planned projects are included. That gives VG a clear runway if LNG demand keeps rising in Europe, Asia and emerging markets. Long-term offtake agreements add visibility to future cash flows.
The challenge is that VG’s growth comes with many moving parts. Regulatory approvals, construction timing, supplier deliveries, tariffs and LNG price swings can all affect returns. Its balance sheet is also heavy. The company ended the first quarter with $1.6 billion in cash and cash equivalents, but net long-term debt stood at $36.5 billion, while capital expenditures were $3.2 billion. That spending may pay off, but it limits flexibility.
The Case for Cheniere Energy Stock
Cheniere looks less explosive, but more dependable. The company already has one of the largest LNG export platforms, with more than 53 MTPA of liquefaction capacity in operation, around 8 MTPA under construction and more than 40 MTPA in the regulatory process. Its first-quarter results were strong. Revenues reached $5.9 billion, adjusted EBITDA rose 25% year over year to $2.3 billion and distributable cash flow climbed 31% to about $1.7 billion. It also exported a quarterly record 187 cargoes.
The biggest advantage is contract quality. More than 95% of Cheniere’s LNG capacity is contracted for the next decade, giving the company better protection from spot-price weakness. Its destination-flexible U.S. cargoes have also become more valuable as Middle East disruptions remind buyers why supply security matters. Cheniere serves more than 35 long-term creditworthy counterparties and is working to commercialize capacity tied to Sabine Pass and Corpus Christi expansions.
Cheniere is not risk-free. LNG export projects require billions in capital, and a wave of new global supply could pressure future contract margins. U.S. permitting and export policy also remain important variables. Still, Cheniere has a more mature platform than VG and a clearer shareholder-return program. In the first quarter, it repurchased about 2.7 million shares for roughly $537 million, repaid about $253 million of debt and declared a 55.5-cent quarterly dividend.
Price Performance
Both stocks have performed well, but Vemture Global has been the bigger momentum name, almost doubling over the past six months. Cheniere has gained 25% over the same period. VG’s stronger rally reflects excitement around faster capacity growth, while Cheniere’s more measured advance fits its steadier, cash-flow-driven profile.
Image Source: Zacks Investment Research
Valuation
On a forward price-to-sales basis, VG trades at 1.73X versus Cheniere at 2.22X. This makes Venture Global cheaper. However, the discount partly reflects higher project, leverage and execution risk. Cheniere’s premium looks defensible because its cash flows are more contracted and its operating record is longer.
Image Source: Zacks Investment Research
Sales Estimates
The Zacks Consensus Estimate points to 32% revenue growth for VG in 2026, followed by a 4% decline in 2027.
Image Source: Zacks Investment Research
For Cheniere, expected revenue growth is 11% in 2026 and 5% in 2027.
Image Source: Zacks Investment Research
VG offers the stronger near-term surge, but Cheniere shows the smoother two-year trend.
Conclusion
Both stocks carry a Zacks Rank #3 (Hold), which argues against an aggressive call on either name. Still, Cheniere Energy looks slightly better positioned right now. Venture Global has the faster growth story and cheaper valuation, but Cheniere’s scale, contract coverage, capital returns and steadier revenue outlook make it the more balanced LNG investment at this point.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
U.S. liquefied natural gas company Cheniere Energy's liquefaction midscale trains 1-6 at the Corpus Christi LNG export plant's Stage 3 expansion in Texas were on track to take in more natural gas on Thursday after shutting down on Wednesday, data from financial firm LSEG showed.
ANCHORAGE, Alaska--(BUSINESS WIRE)--Alaska's Building Trades and 8 Star Alaska, LLC, a subsidiary of Glenfarne Alaska LNG, LLC, have signed a Memorandum of Understanding that prioritizes hiring Alaska workers for construction and related work on the Alaska LNG Project.
“We are committed to building Alaska LNG with a highly skilled Alaska workforce as the first and primary source of construction labor and ensuring that qualified and competitive Alaska workers have access to the many jobs and opportunities it will create.”
Share The MOU was signed by the presidents of the Building and Construction Trades Council of Southcentral Alaska, the Fairbanks Building and Construction Trades Council, the Alaska Petroleum Joint Crafts Council, and 8 Star Alaska at a ceremony on June 11 at the Alaska Laborers Training School, 17805 Old Glenn Hwy, Chugiak, AK. The Building Trades Councils are made up of 18 separate unions and are affiliated with the Alaska AFL-CIO, which represents 50,000 hardworking men and women. The unions partner with construction contractors from the North Slope to Kodiak.
The agreement reflects the shared commitment to Alaska first. Alaska LNG will generate exceptional opportunities for Alaska workers and contractors in the development of one of the largest energy infrastructure projects in Alaska’s history.
The MOU provides a framework to negotiate Project Labor Agreements covering major construction activities associated with Alaska LNG. It addresses labor stability, workforce availability, and collaboration between the Building Trades and project contractors throughout development and construction.
Alaska LNG is expected to create 12,000 construction jobs, provide reliable, affordable natural gas for Alaskans, generate much-needed revenue for the state, and position Alaska as a competitive global LNG supplier. The project is also estimated to create up to 1,000 long-term jobs in operations. Economic research demonstrates that each direct job in the oil and gas industry supports 15 indirect jobs.
Project Labor Agreements in Alaska get the job done. From the Trans-Alaska Pipeline to major port and energy infrastructure construction, PLAs have a strong record of ensuring there is a reliable source of trained construction workers. By establishing uniform terms of employment and alternative dispute mechanisms, PLAs assist construction contractors with completing projects on time and under budget. PLAs also offer access to state-of-the-art training through joint labor-management apprenticeship programs.
“One of the most important ways our state will benefit from Alaska LNG is through the creation of thousands of good-paying construction jobs – for Alaska workers,” said Bronson Frye, President of the Building and Construction Trades Council of Southcentral Alaska. “Alaska unions are uniquely equipped to handle Alaska LNG’s workforce challenges, including staffing multiple subprojects spanning more than 800 miles and getting the job done in some of the most extreme conditions anywhere in the world.”
“Project Labor Agreements are a critical project management tool,” said Fairbanks Building and Construction Trades Council President Lake Williams. “This MOU ensures that we have a reliable trained union workforce, standardized work rules, predictable labor cost and helps to ensure that the project is delivered on time.”
“Alaska workers proudly recall the legacy of building the Trans-Alaska Pipeline and are bringing that same enthusiasm to the construction of Alaska LNG,” said Alaska Petroleum Joint Crafts Council President Joey Merrick. “The PLA for Alaska LNG will be designed not just for the construction years, but for the generations of Alaska workers that will tell their children and grandchildren about their work on this once-in-a-lifetime project.”
“The support and expertise of Alaska's committed union workforce will be critical for ensuring the success of Alaska LNG,” said Rex Canon, Co-President of 8 Star Alaska. “We are committed to building Alaska LNG with a highly skilled Alaska workforce as the first and primary source of construction labor and ensuring that qualified and competitive Alaska workers have access to the many jobs and opportunities it will create. This agreement demonstrates what is possible when we come together around a positive vision for Alaska's future.”
The MOU covers future project labor agreements associated with Phase One camp construction, camp operations, and logistics, as well as major Phase Two facilities including the LNG export facilities, gas treatment facilities, compressor stations, module installation, transportation logistics, and related site work.
Pipeline installation and construction activities, including pipeline right-of-way work, pipe hauling, gravel processing, access roads, pipe storage yards, and mainline pipeline construction, are anticipated to be governed by a separate project labor agreement currently under development with the pipeline construction trades.
The unions represented under the MOU are:
Bricklayers Local 1 Boilermakers Local 502 Cement Masons Local 528 Heat & Frost Insulators Local 7 IBEW Local 1547 Ironworkers Local 751 IUEC Local 19 IUOE Local 302 Alaska District Council of Laborers Western States Regional Council of Carpenters Painters (IUPAT) Local 1959 Plumbers & Steamfitters UA Local 375 Plumbers & Steamfitters UA Local 367 Roofers Local 189 Sheet Metal Workers Local 23 Sprinkler Fitters Local 669 Teamster Local 959 Unite Here Local 878 About Alaska Labor Unions
Alaska AFL-CIO consists of over 50,000 Alaskan workers of affiliated unions representing construction trades, educators, local, state and federal government employees and many more trades and professional occupations across Alaska. Organized labor has been the driving force in Alaska’s development since before statehood providing the best trained workforce for the largest projects in the largest state in the country. Alaska has the highest union density in the country for work that is done with proficiency and with the utmost professionalism to bring Alaska into the future.
About Alaska LNG
Alaska LNG consists of an 807-mile, 42-inch pipeline to deliver natural gas from Alaska’s North Slope to meet Alaska’s domestic needs and produce 20 MTPA of LNG for export. Glenfarne is developing Alaska LNG in two financially independent phases to accelerate project execution. Phase One includes the domestic pipeline to deliver natural gas to Alaskans. Phase Two will add the infrastructure to export LNG. Glenfarne owns 75% of Alaska LNG and the State of Alaska, through the Alaska Gasline Development Corporation, owns 25%.
About Glenfarne Group
Glenfarne Group is a privately held global developer, owner, and operator of energy infrastructure assets. Through its subsidiaries, Glenfarne owns and operates 60 energy assets through three core businesses: Global LNG Solutions, Grid Stability, and Renewables. Glenfarne’s permitted North American LNG portfolio totals 32.8 MTPA of capacity under development in Alaska, Louisiana, and Texas. For more information, please visit www.glenfarne.com.
Cheniere Energy is rated Buy, with a $300 price target, as recent LNG price normalization creates an attractive entry point. LNG's core assets, Corpus Christi and Sabine Pass, are expanding capacity, supporting long-term EBITDA growth, and improving operating leverage. Guidance was raised post-Q1: adjusted EBITDA $7.25–$7.75B, distributable cash flow $4.25–$5.25B, with potential for further upside if prices hold.
Venture Global (VG) offers superior growth potential and near-term earnings torque, but carries higher volatility and leverage risk than Cheniere Energy (LNG). LNG provides stable, contracted cash flows and a healthier balance sheet, prioritizing reliability over spot market upside. VG's modular strategy enables rapid capacity expansion, targeting over 60 MPTA by 2028 and lowest long-term contract prices to capture market share.
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today May 6th:
Five Below, Inc. (FIVE - Free Report) : This specialty value chain retailer, that provides a wide range of premium quality and trendy merchandise for $5 or below, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 14.6% over the last 60 days.
Five Below has a PEG ratio of 1.74 compared with 2.46 for the industry. The company possesses a Growth Score of A.
Fomento Economico Mexicano (FMX - Free Report) : This company, which operates as a franchise bottler of Coca-Cola trademark beverages worldwide, carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 6.8% over the last 60 days.
Fomento Economico Mexicano has a PEG ratio of 0.83 compared with 1.47 for the industry. The company possesses a Growth Score of A.
Antero Resources (AR - Free Report) : This independent explorer, which is primarily engaged in the acquisition and development of natural gas, natural gas liquids and oil resources in the Appalachian Basin, carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 32.9% over the last 60 days.
Antero Resources has a PEG ratio of 0.36 compared with 1.23 for the industry. The company possesses a Growth Score of B.
See the full list of top ranked stocks here.
Learn more about the Growth score and how it is calculated here.
Snap SNAP saw its stock decline after releasing its Q1 earnings, despite exceeding earnings per share (EPS) expectations and reporting steady revenue and user growth. Investors are concerned about the slowing advertising momentum, ongoing weaknesses in North American advertising, restructuring costs, and conservative guidance for Q2. However, the quarter showcased significant advancements in revenue diversification, profitability, AI-driven monetization efforts, and subscription growth.
Q1 revenue increased by 12.2% year-over-year to $1.53 billion, aligning with consensus estimates. Adjusted EBITDA more than doubled to $233 million, while the net loss improved to $89 million. Free cash flow reached $286 million, with EBITDA flow-through at 75%, indicating enhanced profitability and cost management. Global Daily Active Users (DAUs) rose 5% year-over-year to 483 million, surpassing expectations, with Monthly Active Users (MAUs) reaching 956 million. Engagement metrics remained robust, with Spotlight posters up nearly 74% in the U.S. and total Spotlight viewing time increasing by 11%. Average Revenue Per User (ARPU) grew by 7% year-over-year to $3.17. However, advertising revenue saw a modest increase of 3% to $1.24 billion, impacted by challenges among large North American advertisers and geopolitical issues in the Middle East. Demand from small and medium-sized businesses (SMBs) and lower-funnel ad products continued to drive growth. Snap made strides in enhancing its AI-powered advertising platform, with Dynamic Product Ads revenue surging over 30%. Nearly 70% of ad spend is now utilizing AI-driven automation tools, while Sponsored Snaps and AI Sponsored Snaps are emerging as important revenue sources. Revenue from "Other Revenue," primarily from Snapchat+ subscriptions, soared 87% year-over-year to $285 million. Management noted strong growth from Memories Storage, Lens+, and AI-powered premium tools as key contributors to long-term ARPU and recurring revenue. Gross margin improved by 300 basis points year-over-year to 57%, with operating expense growth limited to 2%. Snap announced a 16% workforce reduction, expected to cut annual costs by over $500 million in the second half of 2026, although restructuring charges of $95-$130 million will affect Q2 results. Snap ended its partnership with Perplexity AI to focus on developing its internal AI monetization tools and expanded its collaboration with Qualcomm Technologies QCOM to advance future Specs smart glasses development. For Q2, Snap guided revenue between $1.52 billion and $1.55 billion, roughly in line with consensus, and adjusted EBITDA between $175 million and $200 million. Management noted improving trends in North American advertising and stronger upfront commitments, though challenges from the Middle East persist.This quarter demonstrated stronger operational performance than the stock's reaction suggests. Snap is evolving beyond a purely ad-driven platform, with subscriptions, AI monetization, and augmented reality (AR) initiatives becoming increasingly significant growth drivers. The momentum from Snapchat+, improved ad platform efficiency, and expanding margins indicate a structurally stronger business. While weak demand from large advertisers in North America and conservative Q2 guidance remain concerns, the overall trajectory points towards a more diversified, profitable, and cash-generative Snap over time.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today May 8th:
Fomento Economico Mexicano (FMX - Free Report) : This company, which operates as a franchise bottler of Coca-Cola trademark beverages worldwide, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 6.8% over the last 60 days.
Fomento Economico Mexicano has a PEG ratio of 0.84 compared with 1.44 for the industry. The company possesses a Growth Score of A.
Antero Resources (AR - Free Report) : This independent explorer, which is primarily engaged in the acquisition and development of natural gas, natural gas liquids and oil resources in the Appalachian Basin, carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 32.9% over the last 60 days.
Antero Resources has a PEG ratio of 0.34 compared with 1.17 for the industry. The company possesses a Growth Score of B.
DaVita (DVA - Free Report) : This company, which is a leading provider of dialysis services in the U.S. to patients suffering from chronic kidney failure, also known as end-stage renal disease (ESRD), carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 0.8% over the last 60 days.
DaVita has a PEG ratio of 0.67 compared with 2.36 for the industry. The company possesses a Growth Score of B.
See the full list of top ranked stocks here.
Learn more about the Growth score and how it is calculated here.