Original source text
NEW YORK--(BUSINESS WIRE)--MarketAxess Holdings Inc. (Nasdaq: MKTX), the operator of a leading electronic trading platform for fixed-income securities, today announced that it will be participating in the following upcoming investor conferences: Chris Concannon, Chief Executive Officer, will participate in a fireside chat at the Piper Sandler Global Exchange & FinTech Conference at 11:00 a.m. ET on June 4, 2026. Chris Concannon and Ilene Fiszel Bieler, Chief Financial Officer, will particip. Live financial news intelligence
Track market-moving stories before they get noisy
Real-time pulse of financial headlines curated from 5 premium feeds.
Latest market signal
English
Commodities
GOLD
181
SILVER
104
OIL
60
PLATINUM
5
PALLADIUM
2
COPPER
1
- FMP Stock News 16s ago
- FMP Forex News 4m ago
- CoinGecko News 4m ago
- FIO Stock News 8m ago
- Patria Stock News 8m ago
- Editorial rewrite 16s ago
- Asset sync 8m ago
Latest coverage
Market News Feed
Scan headlines quickly, then expand any story for source context.
| Details | Date | Content | Source |
|---|---|---|---|
|
Saved
2026-06-12 16:01
1mo ago
Published
2026-05-27 16:30
2mo ago
|
MarketAxess to Participate in Upcoming Investor Conferences | FMP Stock News | |
|
|
|||
|
Saved
2026-06-12 16:01
1mo ago
Published
2026-06-03 13:41
1mo ago
|
The Case for Holding MarketAxess Stock: What Investors Need to Know | FMP Stock News | |
|
Original source text
Key Takeaways MKTX posted 11.9% revenue growth in Q1 2026 amid strong fixed-income trading activity.Record block, portfolio and dealer-initiated trading supported MarketAxess expansion efforts.MKTX ended Q1 2026 with $377.3M cash and a 22.3% trailing 12-month ROE. MarketAxess Holdings Inc. (MKTX - Free Report) is a leading multi-dealer trading platform that offers institutional investors access to global liquidity in products like U.S. high-grade corporate bonds, emerging markets and high-yield bonds, European bonds, U.S. agency bonds and other fixed-income securities.MarketAxess’ growth is supported by improving trading volumes, acquisitions and partnerships and a robust financial position supporting expansion and shareholder returns. However, in the year-to-date period, shares of MKTX have declined 32%, underperforming the industry’s 1.1% fall. Courtesy of solid prospects, MKTX currently carries a Zacks Rank #3 (Hold). Where Do Estimates for MKTX Stand?The Zacks Consensus Estimate for MKTX’s 2026 earnings is pegged at $8.04 per share, indicating an 8.8% year-over-year rise, which has remained stable over the past seven days. Furthermore, the consensus mark for revenues is pegged at $904.8 million for 2026, implying a 6.9% year-over-year rise. MKTX beat earnings estimates in each of the past four quarters, with an average surprise of 4.5%. MKTX’s Growth DriversMarketAxess delivered a strong start to 2026, driven by robust trading activity across its fixed-income product suite, including U.S. credit, emerging markets, Eurobonds and U.S. Treasuries. The company benefited from increased client engagement, strong demand for diversified liquidity sources and growing adoption of electronic trading solutions. Its total revenues rose 11.9% year over year in the first quarter of 2026, along with 12.2% growth in commission revenues. The company's growing international footprint is also reducing its dependence on any single market and creating a broader base for long-term expansion. It continues to focus on executing a long-term strategy centered on innovation and platform enhancement. The company is increasingly using its proprietary data and AI capabilities to provide better market insights and support trading decisions. MKTX is also investing in technology upgrades, rolling out its enhanced X-Pro platform and strengthening its technology team to support future growth. These efforts are intended to improve the user experience, support product development and help the company maintain its position in electronic fixed-income trading. MarketAxess is actively expanding its product suite to capture new areas of market activity. The company is also witnessing strong traction in block trading, portfolio trading and dealer-initiated workflows — all of which reached record levels during the quarter. In addition, the acquisition of RFQ Hub has strengthened its technology services capabilities and broadened its reach, while the partnership with DirectBooks supports the rollout of a new issue trading solution. These efforts, combined with continued investments in automation and AI-driven tools, are expected to enhance execution efficiency and support long-term growth. Also, MKTX maintains a strong financial position and concluded first-quarter 2026 with $377.3 million in cash and cash equivalents, coupled with minimal operating lease liabilities of $63.7 million. Profitability also remains healthy. Its trailing 12-month return on equity (ROE) is 22.3%, well above the industry average of 13.3%. This reflects efficient use of shareholder capital. MKTX’s Key RisksThere are some factors, however, that investors should keep a careful eye on. MarketAxess is grappling with increasing expenses, which are putting pressure on its profit margins. Total expenses rose 10.2% year over year in the first quarter of 2026. Ongoing investments in various areas, including the trading platform, new protocols, talent and infrastructure, are expected to contribute to rising expenses in the days ahead. The company’s valuation remains stretched at the current level. MarketAxess currently has a forward 12-month P/E of 14.75X, higher than the industry’s average of 12.90X. Key PicksSome better-ranked stocks in the broader finance space are Octave Specialty Group, Inc. (OSG - Free Report) , Pelagos Insurance Capital Ltd. (PLGO - Free Report) and The Hanover Insurance Group, Inc. (THG - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here. The Zacks Consensus Estimate for Octave Specialty Group’s current-year earnings of 45 cents per share has witnessed one upward revision in the past 30 days against none in the opposite direction. OSG’s earnings beat estimates in each of the trailing four quarters, with the average surprise being 464.4%. The consensus estimate for current-year revenues is pegged at $358.9 million, suggesting a 42.9% year-over-year jump. The consensus estimate for Pelagos Insurance Capital’s current-year earnings is pegged at $3.78 per share, which signals 96.9% year-over-year growth. Its earnings beat estimates in three of the trailing four quarters and missed once, with the average surprise being 53.6%. The consensus mark for PLGO’s current-year revenues of $2.8 billion implies 11.4% year-over-year growth. The consensus estimate for Hanover Insurance’s current-year earnings is pegged at $18.36 per share, which has witnessed two upward revisions in the past 30 days against none in the opposite direction. Its earnings beat estimates in each of the trailing four quarters, with the average surprise being 28.5%. The consensus estimate for THG’s current-year revenues is pegged at $7 billion, which implies a 4.7% year-over-year rise. |
|||
|
Saved
2026-06-12 16:01
1mo ago
Published
2026-06-04 06:30
1mo ago
|
MarketAxess Announces Trading Volume Statistics for May 2026 | FMP Stock News | |
|
Original source text
NEW YORK--(BUSINESS WIRE)--MarketAxess Holdings Inc. (Nasdaq: MKTX), the operator of a leading electronic trading platform for fixed-income securities, today announced trading volume and preliminary variable transaction fees per million (“FPM”) for May 2026.1 Select May 2026 Highlights* (See tables 1-1C and table 2) Trading volumes across most products, as well as U.S. high-grade estimated market share, rebounded in May from April levels. U.S. high-grade estimated market share increased approxi. |
|||
|
Saved
2026-06-12 16:01
1mo ago
Published
2026-06-04 13:31
1mo ago
|
MarketAxess Holdings Inc. (MKTX) Presents at Piper Sandler Global Exchange and Fintech Conference Transcript | FMP Stock News | |
|
Original source text
MarketAxess Holdings Inc. (MKTX) Presents at Piper Sandler Global Exchange and Fintech Conference Transcript |
|||
|
Saved
2026-06-12 16:01
1mo ago
Published
2026-06-05 12:46
1mo ago
|
MarketAxess (MKTX) Could Be a Great Choice | FMP Stock News | |
|
Original source text
Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures a dividend as a percent of the current stock price. Many academic studies show that dividends make up large portions of long-term returns, and in many cases, dividend contributions surpass one-third of total returns. Headquartered in New York, MarketAxess (MKTX - Free Report) is a Finance stock that has seen a price change of -33.45% so far this year. The operator of bond trading platforms is paying out a dividend of $0.78 per share at the moment, with a dividend yield of 2.59% compared to the Financial - Investment Bank industry's yield of 0.96% and the S&P 500's yield of 1.44%. Looking at dividend growth, the company's current annualized dividend of $3.12 is up 2.6% from last year. Over the last 5 years, MarketAxess has increased its dividend 5 times on a year-over-year basis for an average annual increase of 4.44%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. MarketAxess's current payout ratio is 40%, meaning it paid out 40% of its trailing 12-month EPS as dividend. Earnings growth looks solid for MKTX for this fiscal year. The Zacks Consensus Estimate for 2026 is $8.04 per share, representing a year-over-year earnings growth rate of 8.80%. From greatly improving stock investing profits and reducing overall portfolio risk to providing tax advantages, investors like dividends for a variety of different reasons. But, not every company offers a quarterly payout. Big, established firms that have more secure profits are often seen as the best dividend options, but it's fairly uncommon to see high-growth businesses or tech start-ups offer their stockholders a dividend. Income investors must be conscious of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. With that in mind, MKTX is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of #3 (Hold). |
|||
|
Saved
2026-06-12 16:01
1mo ago
Published
2026-06-08 05:35
1mo ago
|
Retail Bond Buyers Get A Door Into Institutional Pricing | FMP Stock News | |
|
Original source text
A tie-up between MarketAxess and the AI platform Moment routes wealth managers into the institutional bond market, aiming at the price gap that has long separated retail and professional fixed-income investors.getty The price a small investor pays for a corporate bond has rarely matched the price a large one pays for the same security. On May 5, MarketAxess, which runs an electronic trading platform for bonds, and Moment, a software company that describes itself as an AI platform for investment management, said they had launched an interface that gives wealth managers and registered investment advisors access to MarketAxess pricing and liquidity inside the Moment system. The arrangement points the advisors who manage money for individuals at a market they have mostly reached secondhand. Under the integration, Moment's clients can tap liquidity from the MarketAxess network of more than 2,100 institutional investors and dealers, with Moment's platform linking retail order-driven trading to the institutional request-for-quote market that professionals use. Where the gap comes fromBonds do not trade like stocks. A given corporate bond may go days without a single trade, so there is no constant stream of prices the way there is for a listed share. Institutions handle that through request-for-quote trading, where a buyer asks dealers to quote a price on a specific bond. Retail investors have generally bought through brokers a step removed from that process, often at worse prices, because they could not see or reach the institutional pool directly. MarketAxess CEO Chris Concannon tied the deal to that divide. “Institutional investors in fixed-income markets have historically benefitted from access to deeper liquidity and higher quality pricing,” he said in the announcement, describing the partnership as a way to extend that liquidity to retail investors and improve execution for end investors. Moment CEO Dylan Parker said the link lets the two firms’ shared clients reach a deeper, more competitive bond market than they could before. The money angleExecution quality in bonds is money, not abstraction. A better price on a trade is return that stays with the investor instead of leaking to an intermediary, and across a portfolio the difference compounds. By routing advisors into institutional pricing, the integration aims at that leakage. Whether it narrows the gap in practice will show up in the prices advisors actually get, which neither company has published. MORE FOR YOU MarketAxess has reason to widen its base. The firm reported first-quarter 2026 revenue of $233.4 million, up 12%, with growth led by products outside U.S. credit, and it competes with Tradeweb and Bloomberg for electronic bond volume. Reaching the wealth-management channel through Moment opens a set of clients the platform has not served directly. What to watchThe open questions are adoption and proof. The companies have said advisors can now reach institutional pricing through Moment; they have not said how many do, or shown the pricing improvement an investor receives. The claim worth testing is execution quality: whether retail orders routed this way consistently beat what the same investors paid before. The structural pitch is a smaller gap between what large and small investors pay for the same bond, and that is a measurable thing once the trades exist. |
|||
|
Saved
2026-06-12 16:01
1mo ago
Published
2026-06-09 19:12
1mo ago
|
MarketAxess Holdings Inc. (MKTX) Presents at Morgan Stanley US Financials Conference 2026 Transcript | FMP Stock News | |
|
Original source text
MarketAxess Holdings Inc. (MKTX) Presents at Morgan Stanley US Financials Conference 2026 Transcript |
|||
|
Saved
2026-06-12 16:01
1mo ago
Published
2026-06-11 11:42
1mo ago
|
This MarketAxess Analyst Is No Longer Bullish; Here Are Top 4 Downgrades For Thursday | FMP Stock News | |
|
Original source text
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Considering buying MKTX stock? Here’s what analysts think: Photo via Shutterstock Market News and Data brought to you by Benzinga APIs © 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. To add Benzinga News as your preferred source on Google, click here. |
|||
|
Saved
2026-06-12 16:01
1mo ago
Published
2026-05-18 11:50
2mo ago
|
NTRA's Signatera CDx Wins FDA Nod in Muscle-Invasive Bladder Cancer | FMP Stock News | |
|
Original source text
Key Takeaways NTRA secured FDA approval for Signatera CDx with Tecentriq in muscle-invasive bladder cancer.Signatera helped identify MIBC patients benefiting from Tecentriq in the Phase III IMvigor011 trial.Natera said MRD-negative patients showed 97% two-year survival without adjuvant therapy. Natera, Inc. (NTRA - Free Report) recently announced the FDA approval of Signatera CDx as a companion diagnostic (CDx) for use with adjuvant atezolizumab (Tecentriq) immunotherapy in patients with muscle-invasive bladder cancer (MIBC). The approval marks the first companion diagnostic approval in the blood-based minimal residual disease (MRD) testing space and represents a major milestone in personalized oncology care.Management stated the FDA approval was an achievement for precision oncology and personalized medicine. It supports the company’s decade-long vision for Signatera and strengthens its position as a standard-of-care MRD solution in muscle-invasive bladder cancer. Natera’s expanding portfolio of TOMR trials and innovations in genome-based MRD and phased variant technologies aims at advancing cancer diagnostics across all cancer types. Likely Trend of NTRA Stock Following the NewsShares of NTRA have lost 5.4% since the announcement on Friday. In the year-to-date period, shares of the company have fallen 14.7% compared with the industry’s 11.9% decline. However, the S&P 500 has risen 9% in the same timeframe. The FDA approval of Signatera CDx as a companion diagnostic may accelerate adoption among oncologists and healthcare systems seeking personalized treatment approaches in bladder cancer care. Continued advancements in MRD-guided treatment strategies may further enhance Natera’s competitive standing in the fast-growing precision oncology and MRD diagnostics market. NTRA currently has a market capitalization of $26.69 billion. Image Source: Zacks Investment Research More on the NewsThe FDA approval follows positive findings from the global Phase III IMvigor011 trial sponsored by Genentech and published in The New England Journal of Medicine in October 2025. The study demonstrated that MRD-positive MIBC patients treated with Tecentriq achieved significant improvements in disease-free survival and overall survival. Meanwhile, MRD-negative patients achieved a 97% two-year overall survival rate without receiving adjuvant therapy, highlighting the potential of Signatera to help personalize treatment decisions while avoiding unnecessary therapy exposure. Currently, around 30,000 new MIBC cases are diagnosed annually in the United States and nearly 150,000 worldwide. While radical cystectomy can provide long-term disease control for some patients, identifying those at high risk of recurrence has remained challenging. Findings from the IMvigor011 trial provide evidence that MRD-guided treatment using Signatera may help personalize care decisions across the bladder cancer treatment continuum. Industry Prospects Favoring the MarketGoing by the data provided by Precedence Research, the minimal residual disease (MRD) testing market was valued at $1.70 billion in 2025 and is expected to witness a CAGR of 12% through 2034. Factors like the demand for highly sensitive technologies like next-generation sequencing (NGS) and digital PCR (dPCR), which accurately detect minimal residual cancer cells to guide treatment decisions and predict patient outcomes, are boosting the market’s growth. Other NewsIn March, Natera announced the commercial launch of Zenith Genomics, a next-generation whole genome sequencing assay designed to improve the detection and diagnosis of rare genetic diseases. The core technology behind Zenith Genomics was developed by MyOme, a clinical whole genome analysis company focused on helping families better understand and assess their disease risks. NTRA’s Zacks Rank & Key PicksNatera currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are West Pharmaceutical (WST - Free Report) , Globus Medical (GMED - Free Report) and Intuitive Surgical (ISRG - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. West Pharmaceutical reported first-quarter 2026 earnings per share (EPS) of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%. West Pharmaceutical has an estimated long-term earnings growth rate of 13.9%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%. Globus Medical reported first-quarter 2026 adjusted EPS of $1.12, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%. Globus Medical has an estimated long-term earnings growth rate of 10.2%. GMED’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%. Intuitive Surgical reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%. Intuitive Surgical has a long-term estimated growth rate of 14.6%. ISRG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%. |
|||
|
Saved
2026-06-12 16:01
1mo ago
Published
2026-05-20 07:00
2mo ago
|
EXPAND Trial of Natera's Fetal Focus™ Single-Gene NIPT Surpasses >2,000 Patients Enrolled | FMP Stock News | |
|
Original source text
-Milestone follows prestigious oral plenary presentation of EXPAND data at SMFM Annual Meeting AUSTIN, Texas--(BUSINESS WIRE)--Natera, Inc. (NASDAQ: NTRA), a global leader in cell-free DNA (cfDNA) testing and precision medicine, today announced that the EXPAND clinical trial has enrolled over 2,000 patients, more than doubling enrollment in the last 12 months. EXPAND is a prospective, blinded, multi-site clinical trial designed to study Natera’s Fetal Focus single-gene noninvasive prenatal test (NIPT). The trial was featured in an oral plenary session at the Society for Maternal-Fetal Medicine (SMFM) Annual Meeting in February 2026. The presentation highlighted strong clinical performance in the first milestone readout of EXPAND, as well as the study’s rigorous design, including confirmation of all outcomes against genetic truth. Fetal Focus provides fetal risk assessment for 21 genes associated with serious, early-onset medical conditions. The test is an option for pregnant patients who test positive with Natera’s Horizon™ carrier screen when the father is unavailable for guideline-recommended carrier testing.1 It incorporates Natera’s proprietary ultra-sensitive LinkedSNP™ technology to determine whether a fetus has inherited disease-causing variants from one or both parents. In difficult homozygous cases, where the child inherits the same variant from both parents, Natera’s technology has performed well, identifying 5 out of 5 such cases.2-3 “In developing Fetal Focus, our goal has been to expand the scope of what noninvasive prenatal testing can deliver,” said Sheetal Parmar, SVP of Medical Affairs, Women’s Health at Natera. “With more than 2,000 patients enrolled, EXPAND is helping to set a new standard for clinical evidence in single-gene NIPT, and we remain focused on generating high-quality data to support clinicians and the families they serve.” References ACOG Committee Opinion #690, Mar 2017. Internal data on file. In EXPAND, the study participants and investigators are blinded to the Fetal Focus™ test results. EXpanding Prenatal Cell Free DNA Screening Across MoNogenic Disorders (EXPAND). https://clinicaltrials.gov/study/NCT06808880. Accessed May 2026. About Natera Natera™ is a global leader in cell-free DNA and precision medicine, dedicated to oncology, women’s health, and organ health. We aim to make personalized genetic testing and diagnostics part of the standard-of-care to protect health and inform earlier, more targeted interventions that help lead to longer, healthier lives. Natera’s tests are supported by more than 400 peer-reviewed publications that demonstrate excellent performance. Natera operates ISO 13485-certified and CAP-accredited laboratories certified under the Clinical Laboratory Improvement Amendments (CLIA) in Austin, Texas, and San Carlos, California, and through Foresight Diagnostics, its subsidiary, operates an ISO 27001-certified and CAP-accredited laboratory certified under CLIA in Boulder, Colorado. For more information, visit www.natera.com. Forward-Looking Statements All statements other than statements of historical facts contained in this press release are forward-looking statements and are not a representation that Natera’s plans, estimates, or expectations will be achieved. These forward-looking statements represent Natera’s expectations as of the date of this press release, and Natera disclaims any obligation to update the forward-looking statements. These forward-looking statements are subject to known and unknown risks and uncertainties that may cause actual results to differ materially, including with respect to our efforts to develop and commercialize new product offerings, whether the results of clinical or other studies will support the use of our product offerings, the impact of results of such studies, our expectations of the reliability, accuracy, and performance of our tests, or of the benefits of our tests and product offerings to patients, providers, and payers. Additional risks and uncertainties are discussed in greater detail in "Risk Factors" in Natera’s recent filings on Forms 10-K and 10-Q, and in other filings Natera makes with the SEC from time to time. These documents are available at www.natera.com/investors and www.sec.gov. More News From Natera, Inc. Back to Newsroom |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-21 07:00
2mo ago
|
Natera Announces Expansion in Austin, Creating What Is Believed to Be the Largest Sequencing Facility in the World | FMP Stock News | |
|
Original source text
AUSTIN, Texas--(BUSINESS WIRE)--Natera, Inc. (NASDAQ: NTRA), a global leader in cell-free DNA and precision medicine, today announced a significant expansion of its operations, marking a major milestone in the company's continued growth and mission to improve outcomes for patients with cancer and other serious diseases. At its North Austin headquarters campus, Natera will unveil two major expansion projects: a dedicated sequencing facility, significantly increasing capacity; and an additional s. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-21 13:31
2mo ago
|
Natera's EXPAND Trial Enrollment Crosses 2,000 Patient Milestone | FMP Stock News | |
|
Original source text
Key Takeaways NTRA's EXPAND trial for Fetal Focus single-gene NIPT passed 2,000 patients, more than doubling over 12 months.EXPAND data were presented at the February 2026 SMFM meeting, with genetic confirmation of outcomes.Natera says LinkedSNP can detect inherited variants, identifying all five complex homozygous cases so far. Natera (NTRA - Free Report) recently announced that its EXPAND clinical trial evaluating the Fetal Focus single-gene noninvasive prenatal test (NIPT) has exceeded 2,000 patients, representing more than a twofold increase over the past year.The milestone comes shortly after positive EXPAND data were presented during an oral plenary session at the Society for Maternal-Fetal Medicine Annual Meeting in February 2026. The data showcased clinical performance in the first milestone readout of EXPAND and emphasized the trial’s robust design, including genetic confirmation of all outcomes. Per management, the company developed Fetal Focus to expand the scope of noninvasive prenatal testing. Enrollment of more than 2,000 patients strengthens EXPAND’s role in establishing a new standard for clinical evidence in single-gene NIPT while supporting clinicians and families with high-quality data. Likely Trend of NTRA Stock Following the NewsFollowing the announcement, the company's shares gained 4.5% at yesterday’s closing. In the year-to-date period, shares of the company have fallen 10.6% compared with the industry’s 11.2% decline. However, the S&P 500 has risen 8.1% in the same timeframe. The enrollment milestone and clinical validation of Fetal Focus may strengthen investor confidence in Natera’s women’s health portfolio. Positive clinical data and expanding physician awareness could support broader adoption of single-gene NIPT solutions, potentially enhancing the company’s competitive position in the prenatal diagnostics market. NTRA currently has a market capitalization of $28.08 billion. Image Source: Zacks Investment Research More on the NewsEXPAND is a prospective, blinded, multi-site clinical trial designed to evaluate the clinical performance of Natera’s Fetal Focus single-gene noninvasive prenatal test (NIPT). Fetal Focus provides fetal risk assessment for 21 genes associated with severe early-onset genetic conditions. The test is intended for pregnant patients who receive a positive result on Natera’s Horizon carrier screening test when paternal carrier testing is unavailable. Natera’s proprietary ultra-sensitive LinkedSNP technology determines whether disease-causing variants have been inherited from one or both parents. The technology has demonstrated strong performance in complex homozygous cases, successfully identifying all five such cases evaluated to date. Industry Prospects Favoring the MarketGoing by the data provided by Coherent Market Insights, the non-invasive prenatal testing market is valued at $5.62 billion in 2026 and is expected to witness a CAGR of 10.6% through 2033. Factors like the increasing prevalence of chromosomal abnormalities among newborns and growing awareness and acceptance of non-invasive prenatal testing methods are driving the market’s growth. Other NewsNatera recently announced the FDA approval of Signatera CDx as a companion diagnostic (CDx) for use with adjuvant atezolizumab (Tecentriq) immunotherapy in patients with muscle-invasive bladder cancer (MIBC). The approval marks the first companion diagnostic approval in the blood-based minimal residual disease (MRD) testing space and represents a major milestone in personalized oncology care. NTRA’s Zacks Rank & Key PicksNatera currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are West Pharmaceutical (WST - Free Report) , Globus Medical (GMED - Free Report) and Intuitive Surgical (ISRG - Free Report) . West Pharmaceutical, sporting a Zacks Rank #1 (Strong Buy) at present, reported first-quarter 2026 earnings per share (EPS) of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%. You can see the complete list of today’s Zacks #1 Rank stocks here. West Pharmaceutical has an estimated long-term earnings growth rate of 13.9%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%. Globus Medical, currently sporting a Zacks Rank #1, reported first-quarter 2026 adjusted EPS of $1.12, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%. Globus Medical has an estimated long-term earnings growth rate of 10.2%. GMED’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%. Intuitive Surgical, carrying a Zacks Rank #2 (Buy) at present, reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%. Intuitive Surgical has a long-term estimated growth rate of 14.6%. ISRG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-21 17:05
2mo ago
|
Natera to Present 35 Studies at ASCO, Extending Clinical Data Leadership in Oncology | FMP Stock News | |
|
Original source text
-Overall program, including 3 oral presentations, delivers unmatched evidence across the MRD landscape AUSTIN, Texas--(BUSINESS WIRE)--Natera, Inc. (NASDAQ: NTRA), a global leader in cell-free DNA and precision medicine, today announced a landmark oncology data program for the 2026 American Society of Clinical Oncology (ASCO) Annual Meeting. The meeting will take place May 29–June 2 in Chicago, IL. Together with its collaborators, Natera will demonstrate unmatched scale in evidence generation with 35 abstracts across molecular residual disease (MRD) testing and other innovations. Presentations will highlight Natera’s Treatment on MRD (TOMR) approach, showing more precise intervention upon molecular recurrence; the broad utility of Signatera as a pan-cancer foundational tool in MRD; the robust clinical performance of Natera’s ultrasensitive phased variant technology; and new real-world data on Signatera in hereditary risk assessment, treatment response monitoring, and longitudinal disease management. “This is the most comprehensive oncology data program Natera has presented to date, reflecting the growing adoption of Signatera and the accelerating momentum behind precision MRD-guided care,” said Alexey Aleshin, M.D., corporate chief medical officer and general manager of oncology. “Collectively, these studies reinforce Signatera’s broad clinical utility, highlight the continued advancement of our technology platform, and demonstrate the strength and depth of our evidence as we work to make cancer care more actionable and personalized.” Treatment on MRD (TOMR) in Colorectal Cancer (CRC) Multiple analyses from the GALAXY study in CRC demonstrate the value of serial Signatera testing and the potential impact of MRD-guided decision making in the adjuvant setting. In one analysis, patients who were initially Signatera-negative but later converted to Signatera-positive derived a substantial benefit from adjuvant chemotherapy (ACT) (HR 0.3), showing Signatera can identify a subset of patients with early molecular recurrence who could benefit from ACT. Patients with sustained negativity had excellent outcomes regardless of ACT, suggesting potential overtreatment. A separate analysis showed that extending ACT beyond three months provided no added benefit for patients with sustained Signatera-negativity or Signatera clearance, whereas partial molecular responders (decrease in ctDNA) benefitted from continued ACT. Molecular progression (increase in ctDNA) on ACT indicated the need for more effective alternative treatment strategies. Pan-Cancer MRD Natera will present a large, first-of-its-kind, real-world meta-analysis of Signatera across 18 published studies, more than 3,000 patients, and 15 tumor types. The analysis demonstrated that Signatera-positivity was strongly associated with increased risk of recurrence or disease progression at all timepoints included in the analysis. In a pooled analysis, Signatera-positivity in the adjuvant window was associated with significantly increased risk of recurrence or death (HR: 8.15). In the surveillance setting, Signatera-positivity was associated with an even greater recurrence risk (HR: 18.30). Phased Variant Technology Natera’s phased variant technology continues to demonstrate powerful prognostic performance across both solid and hematologic cancers. This technology, which can detect circulating tumor DNA (ctDNA) levels below 1 part per 10 million, reinforces the potential of ultra-sensitive ctDNA detection to guide treatment response monitoring and long-term disease management. One study in early-stage, non-small cell lung cancer (NSCLC), showed that 100% of patients who cleared ctDNA during or after adjuvant therapy did not recur. ctDNA detection also preceded recurrence in 94% of cases. In a separate analysis in relapsed or refractory follicular lymphoma, patients treated with CAR T cell therapy who achieved MRD-negativity experienced substantially improved progression-free survival (PFS), including 36-month PFS rates of 81% compared to 56% in MRD-positive patients. Platform Expansion: RWD and New Digital Tools Natera and its collaborators will present real world data evaluating ctDNA dynamics and clinical outcomes in colorectal cancer, NSCLC, breast cancer, and additional tumor types. Natera will also unveil its Annotation platform at ASCO, a new digital tool that integrates clinical, treatment, and genomic data to present multimodal, longitudinal patient journeys through a unified interface, bringing richer clinical context to Signatera results at the individual and cohort levels. A full list of abstracts is included here. About Natera Natera™ is a global leader in cell-free DNA and precision medicine, dedicated to oncology, women’s health, and organ health. We aim to make personalized genetic testing and diagnostics part of the standard-of-care to protect health and inform earlier, more targeted interventions that help lead to longer, healthier lives. Natera’s tests are supported by more than 400 peer-reviewed publications that demonstrate excellent performance. Natera operates ISO 13485-certified and CAP-accredited laboratories certified under the Clinical Laboratory Improvement Amendments (CLIA) in Austin, Texas, and San Carlos, California, and through Foresight Diagnostics, its subsidiary, operates an ISO 27001-certified and CAP-accredited laboratory certified under CLIA in Boulder, Colorado. For more information, visit www.natera.com. Forward-Looking Statements All statements other than statements of historical facts contained in this press release are forward-looking statements and are not a representation that Natera’s plans, estimates, or expectations will be achieved. These forward-looking statements represent Natera’s expectations as of the date of this press release, and Natera disclaims any obligation to update the forward-looking statements. These forward-looking statements are subject to known and unknown risks and uncertainties that may cause actual results to differ materially, including with respect to our efforts to develop and commercialize new product offerings, whether the results of clinical or other studies will support the use of our product offerings, the impact of results of such studies, our expectations of the reliability, accuracy, and performance of our tests, or of the benefits of our tests and product offerings to patients, providers, and payers. Additional risks and uncertainties are discussed in greater detail in "Risk Factors" in Natera’s recent filings on Forms 10-K and 10-Q, and in other filings Natera makes with the SEC from time to time. These documents are available at www.natera.com/investors and www.sec.gov. More News From Natera, Inc. Back to Newsroom |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-26 06:00
2mo ago
|
Natera to Launch Enhanced Panorama™ NIPT, Powered by Novel SNP-Informed Deep Sequencing Technology | FMP Stock News | |
|
Original source text
AUSTIN, Texas--(BUSINESS WIRE)--Natera, Inc. (NASDAQ: NTRA), a global leader in cell-free DNA (cfDNA) testing and precision medicine, today announced a major enhancement to its Panorama non-invasive prenatal test (NIPT). Powered by the company's novel SNP-informed deep sequencing technology, Panorama NIPT is now backed by clinically-validated performance data in samples with low fetal fraction, enabling a no-call rate of 0.5%. Fetal fraction refers to the proportion of placental DNA circulating. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-26 12:01
2mo ago
|
Natera Expands Austin Operations With New Sequencing Facility | FMP Stock News | |
|
Original source text
Key Takeaways Natera is expanding its Austin headquarters, adding a dedicated sequencing facility and new operational space.NTRA said the buildout will increase lab space and sequencing to serve more patients and clinicians.Natera reported 54% YoY growth in Q1 2026 oncology testing volumes; expansion may add up to 400 jobs. Natera (NTRA - Free Report) recently announced a major expansion of its operations in Austin, TX, as part of its growth strategy and commitment to improving care for patients with cancer and other serious diseases.Natera’s expanded facility is expected to deliver the largest sequencing capacity in the world. The expansion comes as demand for Natera’s testing solutions continues to rise, particularly in oncology. In first-quarter 2026, the company reported more than 54% year-over-year growth in oncology testing volumes. Per management, the expansion will give Natera a greater opportunity to serve patients by increasing laboratory space and sequencing capabilities. These infrastructural investments are intended to help Natera serve more patients, support a broader network of clinicians and continue advancing personalized medicine at scale. Likely Trend of NTRA Stock Following the NewsShares of NTRA have lost 0.2% since the announcement on Thursday. In the year-to-date period, shares of the company have fallen 11.3% compared with the industry’s 10.8% decline. However, the S&P 500 has risen 9.6% in the same timeframe. The large-scale expansion and increased sequencing capacity may strengthen investor confidence in Natera’s long-term growth strategy. Continued momentum in oncology testing volumes, combined with broader adoption of Signatera and recent regulatory milestones, could support the company’s competitive position in the precision diagnostics market. NTRA currently has a market capitalization of $29.10 billion. Image Source: Zacks Investment Research More on the NewsAt its North Austin headquarters, Natera plans to launch two expansion initiatives: a dedicated sequencing facility to substantially boost testing capacity, and an additional operational space to accommodate future business growth. Natera’s Signatera test has become a widely adopted tool in precision oncology and is currently used by more than half of U.S. oncologists. Recently, Signatera CDx also became the first FDA-approved companion diagnostic in molecular residual disease testing. Alongside infrastructure growth, Natera continues to invest heavily in research and development. The company is involved in hundreds of clinical studies and research partnerships to expand the role of personalized diagnostics and accelerate innovation for patients globally. The expansion is expected to create up to 400 new jobs across laboratories, and professional and operational roles. Industry Prospects Favoring the MarketGoing by the data provided by Precedence Research, the genetic testing market is valued at $27.32 billion in 2026 and is expected to witness a CAGR of 11.3% through 2035. Factors like the rising prevalence of chronic diseases and technological advancements, the development of efficient and innovative genetic testing kits, and the rising awareness regarding the benefits of genetic testing among the global population are driving the market’s growth. Other NewsNatera recently announced that enrollment in its EXPAND clinical trial has surpassed 2,000 patients, more than doubling over the past year. The study evaluates the company’s Fetal Focus single-gene noninvasive prenatal test, designed to assess fetal risk for 21 serious genetic conditions. Data presented at the 2026 SMFM Annual Meeting showed strong clinical performance. The test uses Natera’s LinkedSNP technology, which successfully identified all five challenging homozygous cases evaluated in the study. NTRA’s Zacks Rank & Key PicksNatera currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are West Pharmaceutical (WST - Free Report) , Globus Medical (GMED - Free Report) and Intuitive Surgical (ISRG - Free Report) . West Pharmaceutical, sporting a Zacks Rank #1 (Strong Buy) at present, reported first-quarter 2026 earnings per share (EPS) of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%. You can see the complete list of today’s Zacks #1 Rank stocks here. West Pharmaceutical has an estimated long-term earnings growth rate of 13.9%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%. Globus Medical, currently carrying a Zacks Rank #2 (Buy), reported first-quarter 2026 adjusted EPS of $1.12, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%. Globus Medical has an estimated long-term earnings growth rate of 10.2%. GMED’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%. Intuitive Surgical, carrying a Zacks Rank #2 at present, reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%. Intuitive Surgical has a long-term estimated growth rate of 14.6%. ISRG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-27 07:34
2mo ago
|
Natera: A Growing Biotech, After Recent FDA Approval And Q1 Revenue Results | FMP Stock News | |
|
Original source text
Natera gets buy rating reaffirmed, driven by robust expansion plans, recent FDA approval, and upgraded FY26 revenue guidance. NTRA's Q1 revenue grew 38% YoY, with test volumes up 18.5%, reflecting strong operational momentum and market demand. Despite ongoing unprofitability, margin improvements and analyst consensus point toward profitability by FY28, supported by upward earnings revisions. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-27 15:16
2mo ago
|
Baron Health Care Fund Q1 2026 Portfolio Activity | FMP Stock News | |
|
Original source text
During the quarter, we added 9 new positions and exited 11 positions, bringing the number of positions in the Fund to 41. We reacquired shares of Natera, Inc., a diagnostics company that provides testing services in the oncology, prenatal, and organ transplant settings. We added to the Fund's investment in BillionToOne, Inc., a diagnostics company that is disrupting the market with more accurate prenatal and oncology genetic tests. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-28 06:00
2mo ago
|
Natera Enrolls First Patients in SIGNAL-ER 101, a Prospective, Interventional Study Evaluating MRD-Guided Therapy in Breast Cancer | FMP Stock News | |
|
Original source text
-Signatera™ will be used to identify patients who may be able to delay or defer adjuvant CDK4/6 inhibitor therapy in intermediate-risk HR+/HER2- breast cancer SIGNAL is a new group of Natera-sponsored interventional trials designed to establish the clinical utility of MRD-guided treatment de-escalation strategies across multiple cancer types AUSTIN, Texas--(BUSINESS WIRE)--Natera, Inc. (NASDAQ: NTRA), a global leader in cell-free DNA and precision medicine, today announced enrollment of the first patients in SIgnatera-Guided iNterventionAL (SIGNAL)-ER 101, a prospective, single-arm, multi-center study evaluating Signatera MRD-guided de-escalation in early-stage breast cancer. The current standard of care recommends two or three years of an adjuvant CDK4/6 inhibitor in combination with endocrine therapy for patients with intermediate-risk, hormone receptor (HR) positive, HER2 negative, early stage breast cancer. This is despite the fact that only ~3% of eligible patients derive benefit, over 60% of patients experience serious adverse events,1-2 and the U.S. retail costs can be over $400,000 for a full course of treatment. Meanwhile, data presented at SABCS 2025 from the PALLAS trial show that HR+ breast cancer patients who tested MRD-negative with Signatera had excellent long-term outcomes, with >95% distant recurrence-free interval at 5 years. This suggests that MRD-negative patients can safely defer CDK4/6 inhibition with no impact to clinical outcomes, with the provision that it be added if and when MRD is detected on serial testing using a TOMR (Treatment on MRD) approach. SIGNAL-ER 101 plans to enroll approximately 725 patients across 50 sites in the United States. Patients who test MRD-positive will receive endocrine therapy plus CDK4/6 inhibitors, while those who test MRD-negative (the vast majority of patients) will receive endocrine therapy alone with quarterly Signatera monitoring. Patients who become MRD-positive during surveillance will be eligible to initiate CDK4/6 inhibition at that time, consistent with the TOMR approach. “Many women with this type and stage of breast cancer are overtreated, which can have a profound impact on their quality of life,” said Minetta Liu, M.D., chief medical officer, oncology and early cancer detection at Natera. “SIGNAL-ER 101 is a key part of our evidence generation roadmap, to support Signatera-guided treatment optimization without compromising the survival benefit from CDK4/6 inhibitors. This approach also allows patients to get the most effective treatment when Signatera shows it is necessary.” SIGNAL-ER 101 is the first in a series of innovative Natera-sponsored SIGNAL trials across multiple cancer types, designed to demonstrate that MRD-negative patients may be able to delay or defer treatment. There are many instances of overtreatment in cancer. This concept has already been studied in the IMvigor011 trial where MRD-negative patients with muscle-invasive bladder cancer achieved 97% overall survival at 2 years without any adjuvant therapy, and in the GALAXY and CALGB/SWOG 80702 trials, where MRD-negative patients with colorectal cancer saw no clinical benefit from adjuvant chemotherapy and celecoxib, respectively. References Johnston SRD, Toi M, O’Shaughnessy J, et al. Abemaciclib plus endocrine therapy for hormone receptor-positive, HER2-negative, node-positive, high-risk early breast cancer (monarchE): results from a preplanned interim analysis of a randomised, open-label, phase 3 trial. The Lancet Oncology. 2023;24(1):77-90. doi:10.1016/S1470-2045(22)00694-5. Slamon DJ, Lipatov O, Nowecki Z, et al. Ribociclib plus endocrine therapy in early breast cancer. New England Journal of Medicine. 2024;390(12):1080-1091. doi:10.1056/NEJMoa2305488. About Natera Natera™ is a global leader in cell-free DNA and precision medicine, dedicated to oncology, women’s health, and organ health. We aim to make personalized genetic testing and diagnostics part of the standard-of-care to protect health and inform earlier, more targeted interventions that help lead to longer, healthier lives. Natera’s tests are supported by more than 400 peer-reviewed publications that demonstrate excellent performance. Natera operates ISO 13485-certified and CAP-accredited laboratories certified under the Clinical Laboratory Improvement Amendments (CLIA) in Austin, Texas, and San Carlos, California, and through Foresight Diagnostics, its subsidiary, operates an ISO 27001-certified and CAP-accredited laboratory certified under CLIA in Boulder, Colorado. For more information, visit www.natera.com. Forward-Looking Statements All statements other than statements of historical facts contained in this press release are forward-looking statements and are not a representation that Natera’s plans, estimates, or expectations will be achieved. These forward-looking statements represent Natera’s expectations as of the date of this press release, and Natera disclaims any obligation to update the forward-looking statements. These forward-looking statements are subject to known and unknown risks and uncertainties that may cause actual results to differ materially, including with respect to our efforts to develop and commercialize new product offerings, whether the results of clinical or other studies will support the use of our product offerings, the impact of results of such studies, our expectations of the reliability, accuracy, and performance of our tests, or of the benefits of our tests and product offerings to patients, providers, and payers. Additional risks and uncertainties are discussed in greater detail in "Risk Factors" in Natera’s recent filings on Forms 10-K and 10-Q, and in other filings Natera makes with the SEC from time to time. These documents are available at www.natera.com/investors and www.sec.gov. More News From Natera, Inc. Back to Newsroom |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-28 12:06
2mo ago
|
Natera to Launch Enhanced Panorama NIPT for Low Fetal Fractions | FMP Stock News | |
|
Original source text
Key Takeaways Natera upgraded Panorama NIPT, adding SNP-informed deep sequencing validated in low fetal fraction samples.In a 3,323-pregnancy study, NTRA's Panorama hit 100% sensitivity for trisomy 21/13 and 93.3% for 18.No-call rate fell to 0.5%, helping patients get results from the first blood draw, Natera said. Natera (NTRA - Free Report) recently announced a major upgrade to its Panorama non-invasive prenatal test (NIPT). Powered by the company’s novel SNP-informed deep sequencing technology, the updated Panorama NIPT is supported by clinically validated performance in samples with low fetal fraction.According to Sheetal Parmar, SVP of Medical Affairs, Women’s Health, low fetal fraction has long been a challenge in non-invasive prenatal screening. The enhanced Panorama test combines Natera’s proprietary SNP-based technology with advanced deep sequencing capabilities to deliver strong clinical performance in low fetal fraction samples. This will help more patients obtain reliable results without increasing complexity for healthcare providers. Likely Trend of NTRA Stock Following the NewsShares of NTRA have gained 1.1% since the announcement on Tuesday. In the year-to-date period, shares of the company have fallen 11.4% compared with the industry’s 11.6% decline. However, the S&P 500 has risen 10.3% in the same timeframe. The launch of the enhanced Panorama NIPT may strengthen Natera’s position in the growing prenatal testing market by improving performance in a critical area of unmet need. Better clinical accuracy and lower no-call rates could support increased adoption among healthcare providers and pregnant patients. This may contribute to long-term revenue growth and strengthen Natera’s competitive standing in the precision medicine space. NTRA currently has a market capitalization of $28.77 billion. Image Source: Zacks Investment Research More on the Enhanced Panorama NIPTFetal fraction is the proportion of placental DNA present in a pregnant patient’s blood sample. Low fetal fraction is associated with a higher risk of aneuploidy and has historically posed challenges for non-invasive prenatal screening methods. To address this issue, Natera developed SNP-informed deep sequencing technology to improve NIPT performance in low fetal fraction samples. In a prospective, blinded validation study of 3,323 pregnancies, including 242 low fetal fraction samples, Panorama achieved 100% sensitivity for trisomy 21 and trisomy 13 and 93.3% for trisomy 18. The no-call rate also declined to 0.5%, allowing more patients to receive actionable results from the initial blood draw while helping Panorama address a longstanding competitive limitation. Industry Prospects Favoring the MarketGoing by the data provided by Coherent Market Insights, the non-invasive prenatal testing market is valued at $5.62 billion in 2026 and is expected to witness a CAGR of 10.6% through 2033. Factors like the increasing prevalence of chromosomal abnormalities among newborns and growing awareness and acceptance of non-invasive prenatal testing methods are driving the market’s growth. Other NewsNatera recently announced the FDA approval of Signatera CDx as a companion diagnostic (CDx) for use with adjuvant atezolizumab (Tecentriq) immunotherapy in patients with muscle-invasive bladder cancer (MIBC). The approval marks the first companion diagnostic approval in the blood-based minimal residual disease (MRD) testing space and represents a major milestone in personalized oncology care. NTRA’s Zacks Rank & Key PicksNatera currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are West Pharmaceutical (WST - Free Report) , Globus Medical (GMED - Free Report) and Intuitive Surgical (ISRG - Free Report) . West Pharmaceutical, sporting a Zacks Rank #1 (Strong Buy) at present, reported first-quarter 2026 earnings per share (EPS) of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%. You can see the complete list of today’s Zacks #1 Rank stocks here. West Pharmaceutical has an estimated long-term earnings growth rate of 13.9%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%. Globus Medical, currently sporting a Zacks Rank #1, reported first-quarter 2026 adjusted EPS of $1.12, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%. Globus Medical has an estimated long-term earnings growth rate of 10.2%. GMED’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%. Intuitive Surgical, carrying a Zacks Rank #2 (Buy) at present, reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%. Intuitive Surgical has a long-term estimated growth rate of 14.6%. ISRG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-29 06:00
1mo ago
|
Natera Announces Collaboration with Diakonos Oncology for Signatera™ in Refractory Melanoma | FMP Stock News | |
|
Original source text
[url="]Natera, Inc.[/url] (NASDAQ: NTRA), a global leader in cell-free DNA and precision medicine, today announced a new collaboration with Diakonos Oncology C |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-29 06:00
1mo ago
|
Natera Announces Collaboration with Diakonos Oncology for Signatera™ in Refractory Melanoma | FMP Stock News | |
|
Original source text
AUSTIN, Texas--(BUSINESS WIRE)--Natera, Inc. (NASDAQ: NTRA), a global leader in cell-free DNA and precision medicine, today announced a new collaboration with Diakonos Oncology Corp., a clinical-stage biotechnology company developing immunotherapies to treat challenging and aggressive cancers. As part of the collaboration, Signatera will be used to longitudinally assess molecular response in patients with refractory melanoma enrolled in Diakonos' DOC-RM Phase I/II investigational immunotherapy. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-29 10:26
1mo ago
|
Why Natera Is My Favorite Stock Idea for the Rest of 2026 | FMP Stock News | |
|
Original source text
It’s hard to pick just one favorite stock idea for the rest of the year. It’s been a blistering-hot 2026, as the AI revolution keeps rolling ahead. And while memory and storage stocks have been the trade of the first half, questions linger as to what kinds of names could offer the best risk/reward, not just for H2 2026, but perhaps for the next 18 months and beyond.Of course, it’s been a fantastic time to be a momentum investor, but, in my view, I think that taking a step back to consider lesser-appreciated corners of the market could be the best way to play Wayne Gretzky’s playbook of skating to where the puck is heading next. Not to shoot down hopes of further gains in the likes of Micron (NASDAQ:MU | MU Price Prediction), which some analysts think could rise above the $1,600 mark, but I do think that those not comfortable with the state of the DRAM trade might find it wise to consider the other corners of the market that AI could touch and even transform in a profound way. In my view, looking at the companies making use of applied AI could be in for significant spoils over the long term. While their shares might be less heated than DRAM or NAND plays, let’s just say I like the price of admission, how AI is actually being applied to the field, and the magnitude of rewards to be had if the technology advances along an exponential curve. Natera stock could be the hidden AI stock that’s not yet fully appreciated by Wall Street Enter shares of Natera (NASDAQ:NTRA), a biotech company that I think should come up whenever applied AI is brought up. As others look at the swelling demand for chips, I’m looking for companies that can actually deliver ROIs. And when it comes to ROIs, perhaps there’s no better place to look than among applied AI innovators in genomics. For those unfamiliar with the name, it’s a leading innovator in cell-free DNA (cfDNA) technology. In other words, it’s tiny bits of DNA floating in one’s bloodstream. Indeed, when it comes to the bull case for the rise of AI, its application to cure cancer is often brought up as the number one narrative to keep advancing the technology in spite of its risks. And while Natera doesn’t have the cure, it does stand out when it comes to detection. The first step is early detection. Of course, detecting cancer with a blood test is difficult, given the amount of noise in a blood sample. Not to mention, a tiny piece of a tumor’s DNA would represent such a tiny (one molecule per 10,000), almost unnoticeable part of one’s blood. In other words, it’s too tiny to even be noticed. But it’s a great problem for AI to help tackle. As the company makes good use of Nvidia‘s (NASDAQ:NVDA) helping hand (remember that it’s one of Nvidia’s many partners in applied AI), the firm stands to make use of a powerful trove of data. All the tumor genomes and all those blood draws are profoundly powerful for training an applied AI model. One of the widest data moats around It’s also a source of a moat. Data is the new oil, gold, or, in today’s era, where it’s harder and more expensive to obtain DRAM, memory chips. Whether we’re talking about the oncological applications or other areas, Natera is a hyper-growth company worthy of any radar, especially if you buy the “eliminating cancer” narrative. The $30.6 billion company is hard to value after correcting from its January high. Now down around 16% from its peak, perhaps there’s an opportunity to buy. For those who choose to enter the name at around $213 per share, one will be in good company alongside big-name investors, including Stanley Druckenmiller’s Duquesne Family Office, which topped up its position in Q1 and, at the time, held the name as its largest holding. At a time when investors want to see ROI, I think it’s time to look to the companies with huge TAMs and the right partnerships that are already putting AI to work. When it comes to “liquid biopsies” for cancer detection and beyond, I think the TAM has the potential to be quite sizeable. Natera stands out for its profound vision and its underestimated moat that, I think, will allow it to excel in AI-driven ROI. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-06-01 14:12
1mo ago
|
NTRA & Diakonos Partner to Use Signatera in Refractory Melanoma Trial | FMP Stock News | |
|
Original source text
Key Takeaways NTRA will deploy Signatera in Diakonos' DOC-RM Phase I/II trial for refractory melanoma.Signatera will track ctDNA over multiple timepoints as DOC1021 tests dendritic cell immunotherapy.NTRA stock rose 4.4% since Friday's news, as ctDNA monitoring may clarify response when imaging falls short. Natera (NTRA - Free Report) recently announced a collaboration with Diakonos Oncology to incorporate its Signatera molecular residual disease test into Diakonos’ DOC-RM Phase I/II investigational immunotherapy trial for patients with refractory melanoma.Management stated that Signatera is well suited to help biopharmaceutical companies evaluate molecular responses throughout treatment. The collaboration with Diakonos could generate deep insight into treatment response dynamics over time by tracking minimal residual disease (MRD) at multiple stages, potentially supporting the future development of treatments for difficult cancers. Likely Trend of NTRA Stock Following the NewsShares of NTRA have gained 4.4% since the announcement on Friday. In the year-to-date period, shares of the company have fallen 2.5% compared with the industry’s 9.8% decline. However, the S&P 500 has risen 11.1% in the same timeframe. In the long run, the collaboration strengthens Natera’s position in precision oncology and biopharma research by expanding the application of Signatera in clinical-stage immunotherapy programs. The partnership provides Natera with an opportunity to demonstrate the value of ctDNA monitoring in difficult-to-treat cancers, where traditional radiographic assessments may not fully capture treatment response. The initiative also supports Natera’s strategy of increasing adoption of Signatera across drug development programs and advancing the use of molecular diagnostics to guide personalized cancer care. NTRA currently has a market capitalization of $31.99 billion. Image Source: Zacks Investment Research More on the NewsThe DOC-RM trial, which started enrolling patients in May, is evaluating DOC1021 (dubodencel), Diakonos’ personalized dendritic cell immunotherapy that received FDA Fast Track designation for unresectable or metastatic cutaneous melanoma. Under the partnership, Signatera will be used to monitor circulating tumor DNA (ctDNA) over multiple timepoints. While immunotherapies have improved outcomes for patients with advanced melanoma, a substantial proportion of patients fail to respond or later develop treatment resistance. The collaboration targets this unmet need in refractory melanoma. In addition, evaluating treatment response through imaging can be difficult in patients receiving immunotherapy. As a result, longitudinal monitoring of ctDNA may offer earlier and more precise insights into molecular response and disease progression during treatment. Industry Prospects Favoring the MarketGoing by the data provided by Precedence Research, the minimal residual disease (MRD) testing market was valued at $1.70 billion in 2025 and is expected to witness a CAGR of 12% through 2034. Factors like the demand for highly sensitive technologies like next-generation sequencing (NGS) and digital PCR (dPCR), which accurately detect minimal residual cancer cells to guide treatment decisions and predict patient outcomes, are boosting the market’s growth. Other NewsNatera recently announced the FDA approval of Signatera CDx as a companion diagnostic (CDx) for use with adjuvant atezolizumab (Tecentriq) immunotherapy in patients with muscle-invasive bladder cancer (MIBC). The approval marks the first companion diagnostic approval in the blood-based minimal residual disease (MRD) testing space and represents a major milestone in personalized oncology care. NTRA’s Zacks Rank & Key PicksNatera currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are West Pharmaceutical (WST - Free Report) , Globus Medical (GMED - Free Report) and Biodesix (BDSX - Free Report) . West Pharmaceutical, sporting a Zacks Rank #1 (Strong Buy) at present, reported first-quarter 2026 earnings per share (EPS) of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%. You can see the complete list of today’s Zacks #1 Rank stocks here. West Pharmaceutical has an estimated long-term earnings growth rate of 13.9%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%. Globus Medical, currently sporting a Zacks Rank #1, reported first-quarter 2026 adjusted EPS of $1.12, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%. Globus Medical has an estimated long-term earnings growth rate of 10.2%. GMED’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%. Biodesix, currently carrying a Zacks Rank of 2 (Buy), reported a first-quarter 2026 adjusted loss per share of 81 cents, which came narrower than the Zacks Consensus Estimate by 35.7%. Revenues of $26 million beat the Zacks Consensus Estimate by 12.3%. BDSX has an estimated earnings growth rate of 36% for 2026. The company beat earnings estimates in three of the trailing four quarters and missed once, with the average surprise being 25.5%. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-06-03 08:00
1mo ago
|
Natera Appoints Oncology Leaders Drs. Thomas Lynch and Eric Rubin to Board of Directors | FMP Stock News | |
|
Original source text
-AUSTIN, Texas--(BUSINESS WIRE)--Natera, Inc. (NASDAQ: NTRA), a global leader in cell-free DNA and precision medicine, today announced the appointments of Thomas Lynch, M.D., and Eric Rubin, M.D., to the Company’s board of directors. “Tom and Eric have helped lead some of the most important advances in modern oncology, and we are thrilled to welcome them to the Board,” said Matthew Rabinowitz, Ph.D., co-founder of Natera and executive chairman of the board. “Their deep expertise across evidence generation, clinical development, biopharma, and leading cancer research institutions will be incredibly valuable as Natera continues expanding the impact of precision diagnostics in patient care.” “The oncology field is moving toward more personalized and data-driven treatment decisions, and molecular diagnostics will play a critical role in that evolution,” said Dr. Lynch. “Natera has established itself as a leader in this space, and I’m excited to help support the company’s next phase of innovation and impact.” “It’s an honor to join Natera’s Board of Directors,” said Dr. Rubin. “Natera has built an exceptionally strong scientific and clinical foundation, and I look forward to supporting the company as it continues advancing molecular diagnostics and expanding the clinical evidence supporting precision oncology.” Dr. Lynch has joined the Human Capital Committee, and Dr. Rubin has joined the Nominating, Corporate Governance and Compliance Committee. Biographical Information Thomas Lynch Jr., M.D., is a world-renowned scientist, highly respected oncologist and successful NCI-designated comprehensive cancer center leader. As the President and Director of Fred Hutch Cancer Center, and holder of the Raisbeck Endowed Chair, Dr. Lynch brings more than three decades of experience at highly regarded U.S. cancer centers. He has expertise in solid tumor research, precision medicine and discoveries in fundamental biology. Before joining Fred Hutch, Dr. Lynch held leadership roles as CSO at Bristol-Myers Squibb, CEO of Massachusetts General Physicians Organization, director of Yale Cancer Center, physician-in-chief at Yale’s Smilow Cancer Hospital, as well as chief of hematology-oncology at Massachusetts General Hospital and professor of medicine at Harvard Medical School. Dr. Lynch is a member of the American Association for Cancer Research, the American Society of Clinical Oncology, the International Association for the Study of Lung Cancer, and The Washington State Academy of Sciences. Eric Rubin, M.D., brings more than 35 years of experience in cancer drug development across academic and industry settings, including leading large-scale oncology clinical programs. Most recently, he was senior vice president of global clinical oncology at Merck, where he held several senior leadership roles during his 16-year tenure and led the initial development of KEYTRUDA® (pembrolizumab), the first anti-PD-1 therapy approved in the United States. Earlier in his career, Dr. Rubin served as a faculty member at Dana-Farber Cancer Institute and later as director of the investigational therapeutics division at Rutgers Cancer Institute of New Jersey, where his research focused on oncology translational science. He has authored more than 100 peer-reviewed publications and served on numerous national research and policy committees, including study sections for the National Cancer Institute and American Cancer Society, as well as program committees for the American Association for Cancer Research and the American Society of Clinical Oncology. About Natera Natera™ is a global leader in cell-free DNA and precision medicine, dedicated to oncology, women’s health, and organ health. We aim to make personalized genetic testing and diagnostics part of the standard-of-care to protect health and inform earlier, more targeted interventions that help lead to longer, healthier lives. Natera’s tests are supported by more than 400 peer-reviewed publications that demonstrate excellent performance. Natera operates ISO 13485-certified and CAP-accredited laboratories certified under the Clinical Laboratory Improvement Amendments (CLIA) in Austin, Texas, and San Carlos, California, and through Foresight Diagnostics, its subsidiary, operates an ISO 27001-certified and CAP-accredited laboratory certified under CLIA in Boulder, Colorado. For more information, visit www.natera.com. Forward-Looking Statements All statements other than statements of historical facts contained in this press release are forward-looking statements and are not a representation that Natera’s plans, estimates, or expectations will be achieved. These forward-looking statements represent Natera’s expectations as of the date of this press release, and Natera disclaims any obligation to update the forward-looking statements. These forward-looking statements are subject to known and unknown risks and uncertainties that may cause actual results to differ materially, including with respect to our efforts to develop and commercialize new product offerings, whether the results of clinical or other studies will support the use of our product offerings, the impact of results of such studies, our expectations of the reliability, accuracy, and performance of our tests, or of the benefits of our tests and product offerings to patients, providers, and payers. Additional risks and uncertainties are discussed in greater detail in "Risk Factors" in Natera’s recent filings on Forms 10-K and 10-Q, and in other filings Natera makes with the SEC from time to time. These documents are available at www.natera.com/investors and www.sec.gov. More News From Natera, Inc. Back to Newsroom |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-06-03 15:36
1mo ago
|
Here's Billionaire Stanley Druckenmiller's Top Holding (Hint: It's Not Alphabet or Nvidia) | FMP Stock News | |
|
Original source text
Your personal portfolio doesn't necessarily need to mirror a billionaire investor's holdings. But let's face it -- they manage billion-dollar portfolios for a reason.And that's what makes Stanley Druckenmiller's current positions so interesting to investors on the hunt for a new pick. The former hedge fund manager doesn't own the obvious and usual suspects, such as Nvidia or Alphabet, even though these names are currently the world's biggest and most ownable publicly traded companies. Rather, Druckenmiller's family's top holding right now is its $600 million position -- 18% of the portfolio -- in a healthcare company called Natera (NTRA 1.86%). Here's a closer look. Image source: Getty Images. What's Natera? With a market cap of just over $30 billion, Natera is not exactly a household name. But Druckenmiller seems to think it could eventually become one. And for good reason. Natera offers a wide range of genetic testing, including prenatal testing for potential birthing-related problems to determining how a tumor is likely to respond to a particular cancer treatment to figuring out the likelihood that a patient's body will reject a transplanted organ. This information would have been difficult, if not impossible, to know before medical science was able to study DNA in detail. Natera has taken this young science and made great strides in putting it to marketable use. Last year's top line of $2.3 billion was up 35% year over year. Analysts are looking for revenue of $2.8 billion this year, en route to $3.3 billion next year. This is still just the beginning, though. An outlook from industry research outfit Precedence Research suggests the worldwide genetic testing business is set to grow at an average annual pace of more than 11% through 2035, when it could be worth more than $70 billion per year. Natera is well-positioned to capture more than its fair share of this growth. Today's Change ( -1.86 %) $ -4.07 Current Price $ 215.16 The kicker: While not yet profitable, the company's moving in this direction. The analyst community expects this year's per-share loss of $1.58 to shrink to $0.32 per share next year, before swinging to a profit of $1.43 per share in fiscal 2028. Given all of this, it's not difficult to see why Druckenmiller is willing to take such a sizable swing on this stock. Just understand the risk Granted, Druckenmiller can afford to take such a risk, just as he can afford to be patient if the stock underperforms for a while -- a luxury that most ordinary investors simply don't have. That's why you might want to think carefully before following his lead into this name. You should also know that analysts' earnings forecasts are all over the proverbial map. While the consensus calls for a swing to a per-share profit of $1.43 in 2028, the underlying numbers range from a loss of $1.32 to a profit of $5.03.(Read between the lines: Nobody really knows exactly how well this company is going to grow its top and bottom lines between now and then.) Still, Druckenmiller has found a name that, at the very least, is worth considering for a small place in your portfolio. James Brumley has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Natera, and Nvidia. The Motley Fool has a disclosure policy. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-06-04 08:00
1mo ago
|
Natera and CytoDyn Announce Strategic Collaboration to Advance ctDNA-Guided Development and Molecular Response Analysis in Metastatic Colorectal Cancer | FMP Stock News | |
|
Original source text
AUSTIN, Texas & VANCOUVER, Wash.--(BUSINESS WIRE)--Natera, Inc. (NASDAQ: NTRA), a global leader in cell-free DNA and precision medicine, and CytoDyn Inc. (OTCQB: CYDY) (“CytoDyn”), a clinical-stage oncology company advancing leronlimab, a first-in-class humanized monoclonal antibody targeting the CCR5 receptor with therapeutic potential across multiple indications, today announced a strategic collaboration to evaluate circulating tumor DNA (ctDNA) dynamics and generate real-world molecular insi. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-06-08 12:52
1mo ago
|
NTRA & CytoDyn Partner to Advance ctDNA-Guided Development in mCRC | FMP Stock News | |
|
Original source text
Key Takeaways NTRA will analyze CLOVER Phase 2 samples to track ctDNA dynamics for CytoDyn's mCRC program.Natera will use Signatera to gauge ctDNA changes and molecular responses linked to leronlimab.NTRA's oncology database ties 2M plasma timepoints to clinical and imaging records for analyses. Natera (NTRA - Free Report) recently announced a collaboration with CytoDyn to evaluate circulating tumor DNA (ctDNA) dynamics and generate real-world molecular data in support of the latter’s metastatic colorectal cancer (mCRC) program. The collaboration aims to gain deeper insight into treatment response and disease progression, strengthening the clinical development of leronlimab, CytoDyn’s investigational CCR5-targeting antibody.Under the collaboration, Natera will analyze clinical samples from CytoDyn’s CLOVER Phase 2 trial, which is evaluating leronlimab in patients with mCRC. Using its Signatera personalized molecular residual disease test, Natera will assess ctDNA changes and molecular response patterns associated with leronlimab treatment. Management stated that the company is pleased to collaborate with CytoDyn and leverage its extensive real-world molecular oncology database to generate meaningful insights. Natera’s platform helps biopharmaceutical companies to better understand disease biology, treatment response and patient outcomes, supporting informed decision-making across various stages of drug development. Likely Trend of NTRA Stock Following the NewsShares of NTRA have gained 4.4% since the announcement on Thursday. In the year-to-date period, shares of the company have fallen 6% compared with the industry’s 8.1% decline. However, the S&P 500 has risen 8.1% in the same timeframe. The agreement expands the application of Natera’s Signatera in clinical-stage oncology programs. The partnership highlights the growing importance of Natera’s oncology database, which combines molecular testing data with clinical and imaging records to generate actionable insights. In the long run, the collaboration strengthens Natera’s position in precision oncology and biopharma research. NTRA currently has a market capitalization of $30.84 billion. Image Source: Zacks Investment Research More on the NewsNatera will provide customized real-world data analyses using its oncology database, which combines more than two million plasma timepoints with clinical and imaging records. By combining molecular response data from Signatera with electronic medical records, the platform can generate insights into treatment response, disease progression and patient outcomes, supporting future clinical development and biomarker-driven strategies for leronlimab. The collaboration follows the completion of patient enrollment in the CLOVER study, which is investigating leronlimab in combination with trifluridine/tipiracil (TAS-102) and bevacizumab for previously treated mCRC patients. The partnership is expected to complement ongoing biomarker and translational research from the study to further characterize treatment response and guide future development plans. Industry Prospects Favoring the MarketGoing by the data provided by Precedence Research, the minimal residual disease testing market was valued at $1.70 billion in 2025 and is expected to witness a CAGR of 12% through 2034. Factors like the demand for highly sensitive technologies like next-generation sequencing and digital PCR, which accurately detect minimal residual cancer cells to guide treatment decisions and predict patient outcomes, are boosting the market’s growth. Other NewsNatera recently announced a collaboration with Diakonos Oncology to incorporate its Signatera molecular residual disease test into Diakonos’ DOC-RM Phase I/II investigational immunotherapy trial for patients with refractory melanoma. In May, Natera announced the FDA approval of Signatera CDx as a companion diagnostic (CDx) for use with adjuvant atezolizumab immunotherapy in patients with muscle-invasive bladder cancer. The approval marks the first companion diagnostic approval in the blood-based minimal residual disease testing space and represents a major milestone in personalized oncology care. NTRA’s Zacks Rank & Key PicksNatera currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are West Pharmaceutical (WST - Free Report) , Globus Medical (GMED - Free Report) and Biodesix (BDSX - Free Report) . West Pharmaceutical, sporting a Zacks Rank #1 (Strong Buy) at present, reported first-quarter 2026 earnings per share (EPS) of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%. You can see the complete list of today’s Zacks #1 Rank stocks here. West Pharmaceutical has an estimated long-term earnings growth rate of 13.9%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%. Globus Medical, currently sporting a Zacks Rank #1, reported first-quarter 2026 adjusted EPS of $1.12, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%. Globus Medical has an estimated long-term earnings growth rate of 10.2%. GMED’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%. Biodesix, currently carrying a Zacks Rank of 2 (Buy), reported a first-quarter 2026 adjusted loss per share of 81 cents, which came narrower than the Zacks Consensus Estimate by 35.71%. Revenues of $26 million beat the Zacks Consensus Estimate by 12.3%. BDSX has an estimated earnings growth rate of 36% for 2026. The company beat earnings estimates in three of the trailing four quarters and missed once, with the average surprise being 25.5%. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-29 10:37
1mo ago
|
Forget MongoDB: This Free-Cash-Flow Tech Bargain Is a Far Smarter Buy in the Warsh Era | FMP Stock News | |
|
Original source text
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.MongoDB (NASDAQ:MDB | MDB Price Prediction) is back in every AI database headline after a 12.24% EPS beat and a first-ever Rule of 40 quarter. But here’s what you should actually be watching. With Fed Chair Kevin Warsh now prioritizing structural price stability over speculative market support, the long-duration, money-losing momentum trade is precisely the wrong place to hide. MongoDB still carries a trailing EPS of -$0.88, a price-to-sales ratio of 10.66, an EV/Revenue of 9.7, and a forward P/E of 56x. The growth that supposedly justifies that multiple is decelerating in plain sight: FY27 revenue guidance of $2.86B–$2.90B implies 16–18% growth, a notable step down from FY26’s 22.79%. The shares are already down 22.29% year-to-date and sit well below the 200-day moving average of $322.39. Add a new CEO in CJ Desai following Dev Ittycheria’s 11-year tenure, the flagged departures of the CRO and President of Field Operations, and buybacks executed at an average of $171.84 and $221.86 per share into a falling share price, and you have a crowded AI trade priced for a future that the company itself is guiding lower. Now turn to Cognizant (NASDAQ:CTSH), trading at $52.75 with a P/E of 11, a forward P/E of 9, and a 2.45% dividend yield. Three points carry the case. One: durable free cash flow generation. Cognizant generated $2.665 billion in free cash flow in 2025, up 45.87% year over year, with operating cash flow of $2.883 billion against capital expenditures of only $288 million. FCF conversion ran 120% of net income. That cash is funding $1.6 billion in planned 2026 shareholder returns, including $1 billion in buybacks and a 6.5% dividend hike to $0.33 per quarter. Two: accelerating fundamentals while MongoDB decelerates. Q1 2026 revenue rose 5.8% to $5.413 billion, adjusted EPS of $1.40 beat consensus of $1.33, and bookings grew 21% year over year to a $29.60 billion trailing total at a 1.4x book-to-bill. Management raised full-year revenue guidance to $22.11–$22.64 billion and operating margin to 16.0–16.2%, with Project Leap targeting $200–$300 million in in-year savings. Three: the underappreciated AI stack. Cognizant is a named scaling partner for OpenAI’s Codex, a Diamond partner with Google Cloud running a dedicated Gemini Enterprise practice, and is partnered with Palantir, Anthropic, and Microsoft Azure. The AI Lab holds 65 U.S. patents, and nearly 40% of code is AI-assisted. CEO Ravi Kumar S notes the company returned to the “winner’s circle” two years ahead of the target set at Investor Day. Analysts carry an average target of $72.52 with 11 Buy and 2 Strong Buy ratings, against shares trading 35.72% lower year-to-date. Retirement-focused investors should put MongoDB on the watchlist and Cognizant on the research-priority list this week. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-29 11:14
1mo ago
|
MongoDB (MDB) Posts Strong Q1 Earnings Driven by Cloud Adoption and AI Momentum | FMP Stock News | |
|
Original source text
MongoDB (MDB) has seen its stock rise following a robust Q1 earnings report, although shares have retreated from an initial surge of over 20% in after-hours tra |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-29 14:15
1mo ago
|
MongoDB Q1 Earnings & Revenues Surpass Estimates, Increases Y/Y | FMP Stock News | |
|
Original source text
Key Takeaways MDB revenues climbed 25% to $687.6M, driven by strong Atlas subscription growth.MongoDB ended Q1 with more than 67,700 customers and 121% net ARR expansion.MDB raised fiscal 2027 guidance after stronger profitability and free cash flow growth. MongoDB, Inc.(MDB - Free Report) delivered first-quarter fiscal 2027 non-GAAP earnings of $1.32 per share, up 32% year over year and beating the Zacks Consensus Estimate by 11.86%.Total revenues increased 25.3% year over year to $687.62 million and surpassed the consensus estimate by 3.84%. Segment-wise, subscription revenues rose 25% year over year to $666.1 million, representing the dominant share of total revenues. Services revenues increased 22% year over year to $21.5 million, reflecting continued strength in the company’s subscription-led business model. Within subscription revenues, Atlas-related revenues totaled $512.5 million, while MongoDB Enterprise Advanced and other revenues were $153.7 million. Management noted that Atlas represented roughly three-quarters of total first-quarter revenues, underscoring the continued momentum in the company’s cloud platform business. MDB’s Q1 Customer MetricsThe company ended the fiscal first quarter with more than 67,700 customers, up from 57,100 in the prior-year period, adding 2,500 customers sequentially during the quarter. Atlas customers exceeded 66,400 by the end of the quarter, increasing from 55,800 in the year-ago period. In the first quarter of fiscal 2027, MongoDB had 2,895 customers with annual recurring revenues of at least $100,000, up from 2,506 in the prior-year quarter. Revenue growth from this cohort outpaced overall company revenue growth, reflecting sustained enterprise adoption. The company also highlighted expanding platform adoption, with 45% of Atlas customers generating at least $100,000 in ARR using two or more features compared with 37% in the prior-year quarter. Total company net ARR expansion improved to 121%, reflecting healthy customer consumption trends. Operating Details of MDBIn the fiscal first quarter, MongoDB’s non-GAAP gross profit was $512.2 million, while the non-GAAP gross margin remained stable year over year at 74%. Non-GAAP sales and marketing expenses increased 18.6% year over year to $214.7 million. Sales and marketing expenses, as a percentage of revenues, decreased 170 basis points (bps) year over year to 31.2%. Non-GAAP research and development expenses grew 26.5% on a year-over-year basis to $127.1 million. Research and development, as a percentage of revenues, increased 20 bps year over year to 18.5%. Non-GAAP general and administrative expenses rose 25.5% year over year, reaching $47.3 million in the reported quarter. General and administrative expenses, as a percentage of revenues, remained the same year over year to 6.9%. MongoDB reported non-GAAP income from operations of $123.2 million, up from $87.4 million in the prior-year quarter. The non-GAAP operating margin expanded to 18% from 16%, reflecting improved operating leverage and continued revenue strength. MongoDB's Balance Sheet & Cash FlowAs of April 30, 2026, MongoDB had cash, cash equivalents and short-term investments of $2.4 billion compared with $2.4 billion as of Jan. 31, 2026. Operating cash flow was $201.6 million in the fiscal first quarter, up from $179.6 million reported in the prior quarter. Free cash flow during the quarter was $197.5 million compared with $105.9 million in the prior quarter. MongoDB Raises Fiscal 2027 GuidanceFor the second-quarter fiscal 2027, MongoDB expects revenues between $729 million and $734 million. Non-GAAP earnings are projected in the range of $1.58 to $1.61 per share. For fiscal 2027, MongoDB now anticipates revenues between $2.92 billion and $2.96 billion. Non-GAAP earnings are expected between $5.95 and $6.14 per share following the company’s stronger-than-expected first-quarter performance. MDB’s Zacks Rank & Stocks to ConsiderMongoDB currently carries a Zacks Rank #3 (Hold). Micron Technology (MU - Free Report) , Ciena (CIEN - Free Report) and Amphenol (APH - Free Report) are some better-ranked stocks that investors can consider in the broader Zacks Computer and Technology sector. MU and CIEN each sport a Zacks Rank #1 (Strong Buy), while APH carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here. Micron Technology shares have soared 225% in the year-to-date period. The company is scheduled to release third-quarter fiscal 2026 results on June 24. Ciena shares have returned 143.9% in the year-to-date period. The company is set to report second-quarter fiscal 2026 results on June 4. Amphenol shares have gained 9.3% in the year-to-date period. The company is expected to report second-quarter fiscal 2026 results on July 29. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-30 08:10
1mo ago
|
MongoDB's AI Advantage Is Starting to Show Up in Results | FMP Stock News | |
|
Original source text
MongoDB Today$346.00 -8.41 (-2.37%) As of 12:00 PM Eastern This is a fair market value price provided by Massive. Learn more. 52-Week Range$196.00▼ $444.72Price Target$396.39 SQL has long been the standard for database queries, but it was built for a structured world—and AI doesn't live in one. MongoDB NASDAQ: MDB recognized this early. Its document-based architecture supports hybrid searches across both structured and unstructured data simultaneously, enabling unified memory, flexible integrations, and the kind of real-time contextual awareness that modern AI applications demand. Get MongoDB alerts: That foundational advantage took time to translate into business results, but as the latest fiscal earnings report shows, the traction is now undeniable—and the AI flywheel MongoDB has built looks poised to keep spinning well into the future. MongoDB Accelerates in Q1: Strong Guidance May Still Be ConservativeMongoDB had a strong quarter, with revenue of $687.62 million, up more than 25% from last year. This was an acceleration from the prior year, 350 basis points better than expected, and compounded by hot guidance. The company forecasts growth to slow next quarter to about 23% at the midpoint, flattish year-over-year (YOY), with a significant opportunity for outperformance. MongoDB's Q1 results were underpinned by strength in the Atlas platform, subscriptions and services, with growth across all regions and client groups. Total clients grew by 18.5%, while Atlas clients, the company's enterprise-quality deployment, management, and developer platform, outpaced at 18.9%. Large clients contributing more than $100,000 in annual recurring revenue were also solid, rising 15% and expected to remain healthy in the coming quarters. Margin news was also good. The company widened its GAAP gross margin, maintained a high adjusted gross margin, and improved profitability across the board. The GAAP operating losses narrowed, adjusted profits grew by 41%, net profits grew by 30%, cash flow nearly doubled, and free cash flow improved by 87%. This left the balance sheet virtually unchanged after the first quarter despite acquisitions, investments, and capital returns. Capital return is not aggressive at this time, but it is offsetting share-based compensation and is on track to increase over time. Factors underpinning the outlook for outperformance in upcoming quarters include the remaining performance obligation (RPO) and the current RPO. The RPO is the value of contracted but unrecognized revenue, and it grew by 88%. CRPO, a measure of contracted revenue to be recognized in the next 12 months, also increased substantially, approximately 70%, and will likely increase in the current and subsequent quarters. Analysts Are Bullish—And the Numbers Back Them UpMongoDB Stock Forecast Today12-Month Stock Price Forecast: $396.39 11.72% Upside Moderate Buy Based on 36 Analyst Ratings Current Price$354.80High Forecast$515.00Average Forecast$396.39Low Forecast$247.00MongoDB Stock Forecast Details The analyst response following the release was overwhelmingly bullish, with numerous price target increases within the first day. Takeaways from the chatter include exceptional growth across both Atlas and Enterprise Advanced platforms, multicloud strength, momentum in agentic workloads, and improved guidance. The fresh revisions put MDB at the high end of the analyst price target range, strengthening conviction in the consensus forecast. Consensus would put this stock near $385, a multimonth high, while the high end adds more than 20% to that level. The likely outcome is that MDB continues to gain momentum, produces solid results in upcoming quarters, and analysts sustain the bullish trend, driving the stock to a multiyear high. MongoDB’s valuation is among the risks for investors. Trading at over 50X the current year's earnings outlook and 30X the 2030 consensus, the stock isn’t cheap, and growth may be priced in. Execution will be key in this environment, but it doesn’t seem to be an issue at this time. As it stands, the company is outperforming consensus estimates and lifting guidance, suggesting the forward outlook is too cautious. MongoDB Faces RisksAnother risk is the intense competition that the company faces. While SQL is the dominant database format globally, hyperscalers across the board have or are rolling out their own NoSQL databases. Oracle NASDAQ: ORCL is a leading competitor and an entrenched player in the AI hyperscale ecosystem. The caveat is that this market is still in its infancy, and there is room for numerous players to benefit. The global database industry is valued at approximately $200 billion and is forecast to grow at a modest double-digit CAGR for the foreseeable future. Stock price action was mixed following the release. The market advanced, but gains were capped at near-term highs, suggesting a rebound may not be forthcoming. However, the market remains in consolidation above the cluster of moving averages, with institutional activity showing accumulation. The likely outcome is that MDB continues to consolidate at late May levels, with the potential to resume advancing by mid-summer. Critical factors include the spike in volume that accompanied the earnings-week price action, a sign of strong support and market conviction, and the 90% institutional interest. Should You Invest $1,000 in MongoDB Right Now?Before you consider MongoDB, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and MongoDB wasn't on the list. While MongoDB currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here Just getting into the stock market? These 10 simple stocks can help beginning investors build long-term wealth without knowing options, technicals, or other advanced strategies. Get This Free Report |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-31 16:11
1mo ago
|
Software Was the Market's Big Laggard This Year. Snowflake's Blowout Might Be the Spark That Changes That. | FMP Stock News | |
|
Original source text
Software stocks have had a brutal first five months of 2026, with many of them falling sharply even as the S&P 500 has risen. Snowflake (SNOW 1.16%), despite management describing its artificial intelligence (AI) data cloud as a beneficiary of the AI boom, has seen its shares fall alongside other software stocks this year amid investor concern that AI would disrupt software companies overall. Indeed, at one point in April, the stock sat more than 50% below where it had traded a year earlier. But the stock is rebounding now. In fact, the stock is now up sharply year to date, helped mainly by the market's reaction to the tech company's better-than-expected earnings report last week.But is this news about more than Snowflake? Could there be more software companies that, like Snowflake, will actually benefit more from AI than they will be hurt by it? Snowflake's latest report is the loudest evidence yet that the market may have had it backward. Image source: Getty Images. Snowflake reaccelerates The company's fiscal first-quarter results (the period ended April 30, 2026) certainly didn't paint a picture of AI disrupting software. On the contrary, the business saw a significant acceleration. The company's fiscal first-quarter product revenue, which accounts for the bulk of its total revenue, rose 34% year over year to $1.33 billion -- an acceleration from 30% in fiscal Q4 and 26% in the year-ago quarter. Additionally, management said this was the strongest sequential dollar growth in company history. Further, Snowflake's acceleration is happening broadly across its business. Net revenue retention, which measures spending from existing customers against the prior year, ticked up from 125% in the prior quarter to 126%. And the company's remaining performance obligations (RPO), which represent contracted revenue not yet recognized, grew 38% year over year to $9.21 billion. Additionally, the company added 616 net new customers -- up 38% from a year ago. Profitability is improving alongside the growth. Snowflake's non-GAAP (adjusted) operating margin expanded to 12% from 9%, and adjusted earnings per share rose to $0.39 from $0.24. What's driving the inflection is AI, and not in the way some bears may have feared. Rather than displacing Snowflake's core platform, AI is pulling more data and more workloads onto it. The company's newer agentic products -- Snowflake Intelligence and its coding agent, Cortex Code -- are showing strong traction. And these offerings, in turn, are helping drive greater consumption. "AI is accelerating the value that people can get from the data that they have put into Snowflake or that they can put into Snowflake," said CEO Sridhar Ramaswamy in the company's fiscal first-quarter earnings call. Confident enough in the demand, management lifted its full-year product revenue guidance to $5.84 billion, or 31% growth, up from prior guidance of $5.66 billion and 27% growth. The company also signed a new $6 billion five-year agreement with Amazon's Amazon Web Services and expanded its partnership with OpenAI. Today's Change ( -1.16 %) $ -2.79 Current Price $ 237.60 The group is turning -- but tread carefully Snowflake isn't alone. Observability specialist Datadog (DDOG 1.46%) got there first. Its first-quarter 2026 revenue rose 32% year over year to just over $1 billion -- the company's first billion-dollar quarter -- accelerating from 29% in the prior quarter and 25% a year earlier. Datadog raised its full-year outlook, too, and its stock has climbed more than 80% in 2026, trading near a 52-week high. The thesis is similar to Snowflake's: AI makes software systems more complex, and more complexity means more to monitor. Database company MongoDB (MDB 1.27%) rounds out the picture. Its fiscal first-quarter revenue (the period ended April 30, 2026) rose 25% to $687.6 million, with its cloud database, Atlas, up 29% and now roughly three-quarters of total revenue. MongoDB raised its full-year revenue guidance as well, and shares continued higher the day after the report -- a sharp turn for a stock that was down more than 20% earlier in the year. So, some of the laggards are no longer lagging -- and others in the software space may not have fully recovered the year's losses but have rebounded sharply from their lowest points. The catch is that the rebound is well along, and the easy gains may already be behind. For instance, Snowflake's stock surged about 35% in a single session after the report, its best day ever, and trades near $255 as of this writing -- back within reach of its 52-week high after a brutal stretch. Up about 16.5% in 2026, it is now significantly outperforming the S&P 500 year to date. But the growth stock's valuation now leaves little slack. Snowflake remains unprofitable on a generally accepted accounting principles (GAAP) basis, with the bottom line still deep in the red. Further, the stock's price-to-sales ratio now sits at 17 -- a steep valuation multiple that assumes the reacceleration holds for years, and that the company is able to begin reporting substantial profits -- profits that grow at strong rates for years. Furthermore, investors should keep in mind that Snowflake's consumption model can swing both ways: revenue tracks how much customers actually use the platform, so if enterprise AI spending cools later this year, growth could quickly fade without any change in customer count. Overall, Snowflake's business looks healthier than it has in a while, and the read-through for software in general is starting to look encouraging. But after a run-up like this, shares of Snowflake (and shares of other software stocks that have sharply rebounded over the last few weeks) simply may no longer be the bargains they were. Regarding Snowflake stock specifically, I think the recent rebound has already more than priced in the change in sentiment for the company's future. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-05-31 22:41
1mo ago
|
Rally Mode - Snowflake, MongoDB, Palantir, And ServiceNow Have Much More Upside | FMP Stock News | |
|
Original source text
Custom IT application leaders—NOW, SNOW, MDB, and PLTR—are breaking out, driven by strong earnings and sector-wide AI adoption tailwinds. Each company is outperforming on revenue and ARR growth, with MDB and SNOW notably exceeding analyst expectations and showing robust customer expansion. NOW and SNOW are transitioning to or already operating on consumption models, mitigating risks tied to AI-driven workforce changes and supporting future growth. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-06-01 11:20
1mo ago
|
MongoDB, Inc. to Present at Upcoming Investor Conferences | FMP Stock News | |
|
Original source text
, /PRNewswire/ -- MongoDB, Inc. (NASDAQ: MDB) today announced that it will present at three upcoming conferences: the William Blair 46th Annual Growth Stock Conference in Chicago, IL, the Bank of America Global Technology Conference in San Francisco, CA, and the D.A. Davidson Conference in Nashville, TN.Mike Berry, Chief Financial Officer, and Ben Cefalo, Chief Product Officer, Core Products, will present at the William Blair 46th Annual Growth Stock Conference on Tuesday, June, 2, 2026 at 9:20 AM Central Time (10:20 AM Eastern Time). Mike Berry, Chief Financial Officer, and Ben Cefalo, Chief Product Officer, Core Products, will present at the Bank of America Global Technology Conference on Wednesday, June 3, 2026 at 9:20 AM Pacific Time (12:20 PM Eastern Time). Mike Berry, Chief Financial Officer, will present at the D.A. Davidson Technology & Consumer Conference on Thursday, June 11, 2026 at 8:45 AM Central Time (9:45 AM Eastern Time). A live webcast of each presentation will be available on the Events page of the MongoDB investor relations website at https://investors.mongodb.com/news-events/events. A replay of the webcasts will also be available for a limited time. About MongoDB Headquartered in New York, MongoDB's mission is to empower innovators to create, transform, and disrupt industries with software. MongoDB's unified data platform was built to power the next generation of applications, and MongoDB is the most widely available, globally distributed database on the market. With integrated capabilities for operational data, search, real-time analytics, and AI-powered data retrieval, MongoDB helps organizations everywhere move faster, innovate more efficiently, and simplify complex architectures. Millions of developers and more than 67,000 customers across industries —including approximately 75% of the Fortune 100—rely on MongoDB for their most important applications. To learn more, visit mongodb.com. Investor Relations Jess Lubert [email protected] Media Relations MongoDB [email protected] SOURCE MongoDB, Inc. Also from this source |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-06-01 12:00
1mo ago
|
MongoDB, Inc. to Present at Upcoming Investor Conferences | FMP Stock News | |
|
Original source text
MongoDB, Inc. to Present at Upcoming Investor Conferences PR Newswire NEW YORK, June 1, 2026 |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-06-02 13:31
1mo ago
|
MongoDB, Inc. (MDB) Presents at 46th Annual William Blair Growth Stock Conference Transcript | FMP Stock News | |
|
Original source text
MongoDB, Inc. (MDB) Presents at 46th Annual William Blair Growth Stock Conference Transcript |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-06-03 09:10
1mo ago
|
MongoDB Is the Latest SaaS Apocalypse Victim to Say "Not Today" | FMP Stock News | |
|
Original source text
A pattern is emerging in the software sector right now, and MongoDB Inc NASDAQ: MDB is the latest company to fit it. A stock gets crushed on fears that AI will disrupt its business model. The selloff goes further than anyone expected. Then the company reports earnings, the numbers don't just hold up but accelerate, and the market scrambles to reprice. Snowflake NYSE: SNOW did it. ServiceNow NYSE: NOW did it. HubSpot NYSE: HUBS looks like it’s starting to do it.MongoDB Today $346.00 -8.41 (-2.37%) As of 12:00 PM Eastern This is a fair market value price provided by Massive. Learn more. 52-Week Range$196.00▼ $444.72Price Target$396.39 Now MongoDB, which had shed more than 40% from the start of January to April, is doing it too, with shares surging following last week’s earnings report that left little room for the bears to argue. The stock’s recovery was already starting to take shape before last week’s update, but the report itself was the confirmation the bulls had been waiting for. Get MongoDB alerts: For those of us on the sidelines, it means that there’s a very exciting recovery play opening up in a company that the market had treated as a SaaSpocalypse casualty, but that’s just delivered one of the more impressive beats in the software sector this reporting season. Wall Street has wasted no time in responding—let's jump in and see just how good this opportunity could be. The Selloff Was Getting Harder to JustifyThe main bear case against MongoDB centered on a thesis that will have been only too familiar to most software stocks over the past year. The rise of artificial intelligence (AI), the argument went, would reduce demand for traditional platforms by enabling developers to build faster and with fewer resources, effectively undercutting central pillars of MongoDB’s and its peers' go-to-market strategies. The stock's brutal decline from last December’s peak is proof that the market took that argument very seriously. However, what’s made the selloff increasingly hard to defend in recent weeks is the growing disconnect between this fear and the company’s actual business trajectory. As evidenced by last week’s report, MongoDB hasn’t been losing customers, and demand hasn’t crumbled. In other words, it’s looking more and more like the market priced in an assumed deterioration that the fundamentals never really delivered, which is precisely why the post-earnings reaction has been so sharp. The Earnings Report Changed the ConversationWith regards to specific metrics, MongoDB’s Q1 earnings per share and revenue both came in ahead of expectations, while full-year guidance was raised well above what the Street had been modeling. Coming as it did after a multi-month selloff, this is the kind of guidance update that gets investors particularly excited. Atlas, the cloud-hosted version of MongoDB's database that now accounts for the large majority of subscription revenue, grew strongly year over year and also saw its guidance range lifted. The forward pipeline metric, which captures contracted future revenue over the next 12 months, surged dramatically, pointing to a business with robust demand visibility that the pre-earnings share price was not reflecting. All told, it was a pretty stellar report across the board. Considering the bears had already been under pressure to keep the stock down in the week beforehand, it’s no real surprise that MongoDB’s shares have surged in the sessions since the results came out. The AI Angle Is a Tailwind, Not a HeadwindIn the context of the wider shift we’re now seeing in the software space, arguably the most important narrative embedded in these results is the reframing of AI from threat to opportunity. Wedbush's Dan Ives, a long-term MongoDB bull, described MongoDB as the “essential database for AI,” citing a surge in customers using the platform to modernize legacy applications and scale out AI workloads. That framing’s powerful because it basically negates the bear case entirely. The technology that was supposed to replace MongoDB is actually turning out to be a meaningful driver of demand for it. Legacy modernization is a particularly important angle here. As enterprises race to build AI-ready infrastructure, they need databases capable of handling the unstructured, high-volume data generated by modern AI workloads. MongoDB's document-based architecture is well-suited to that requirement in ways older relational databases are not, and the results suggest that enterprises are beginning to act on that recognition at scale. The Analyst Response Tells Its Own StoryMongoDB Stock Forecast Today12-Month Stock Price Forecast: $396.39 11.72% Upside Moderate Buy Based on 36 Analyst Ratings Current Price$354.80High Forecast$515.00Average Forecast$396.39Low Forecast$247.00MongoDB Stock Forecast Details It can’t quite be argued that those of us getting involved in MongoDB at current levels are getting in on the ground floor of the recovery, but it’s still not a bad entry point. Consider for a moment that the likes of Wedbush, Mizuho, Oppenheimer, and Guggenheim, to name just a few, all reiterated Buy or equivalent ratings in the immediate aftermath of last week’s report and set fresh price targets ranging up to $475. Yes, it would have been ideal to have been building a position in MongoDB when it was still trading below $250 at the start of May, but from current levels, that’s still a solid 20% in targeted upside to be thinking about. However, with how quickly investor sentiment is shifting on software stocks, don't expect it to last too long. Should You Invest $1,000 in MongoDB Right Now?Before you consider MongoDB, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and MongoDB wasn't on the list. While MongoDB currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here MarketBeat's analysts have just released their top five short plays for June 2026. Learn which stocks have the most short interest and how to trade them. Click the link to see which companies made the list. Get This Free Report |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-06-03 15:12
1mo ago
|
MongoDB, Inc. (MDB) Presents at Bank of America 2026 Global Technology Conference Transcript | FMP Stock News | |
|
Original source text
MongoDB, Inc. (MDB) Presents at Bank of America 2026 Global Technology Conference Transcript |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-06-03 16:05
1mo ago
|
MDB Capital to Present at Planet MicroCap Las Vegas 2026 Along with Subsidiary PatentVest and Portfolio Company Buda Juice | FMP Stock News | |
|
Original source text
Addison, Texas, June 03, 2026 (GLOBE NEWSWIRE) -- MDB Capital Holdings, LLC (NASDAQ: MDBH) today announced that its CEO & Co-Founder, Chris Marlett, will present live at the Planet MicroCap Las Vegas 2026 conference on Wednesday, June 17, 2026 at 2:00 p.m. ET / 11:00 a.m. PT at the Bellagio Resort & Hotel in Las Vegas, Nevada.Marlett will provide an overview of MDB’s unique public venture capital model built to provide rational capital for founders of early-stage, category defining companies and asymmetric upside with public market liquidity for investors. Live Webcast: Watch Chris Marlett Presentation. Additionally, PatentVest, MDB’s wholly-owned subsidiary and the first integrated IP strategy and law firm, will also present at the conference. Javier Chamorro, Chief Operating Officer of PatentVest, will present on Wednesday, June 17, 2026 at 2:30 p.m. ET / 11:30 a.m. PT. Live Webcast: Watch Javier Chamorro / PatentVest Presentation. MDB-funded company Buda Juice (NYSE American: BUDA) will also be presenting. Horatio Lonsdale-Hands, CEO & Co-Founder of Buda Juice, will present on Wednesday, June 17, 2026 at 3:00 p.m. ET / 12:00 p.m. PT. Live Webcast: Watch Horatio Lonsdale-Hands / Buda Juice Presentation. All presentations will include a live Q&A session with the respective executives immediately following. To schedule 1x1 investor meetings with MDB Capital, PatentVest, or Buda Juice, or to attend the conference, please REGISTER at the Planet MicroCap Las Vegas event page. About MDB Capital Holdings Every new category starts with a leader willing to build it and a story compelling enough for the market to believe. Since 1997, MDB Capital has partnered with visionary founders — curating breakthroughs, shaping narratives, and bringing companies public faster and at lower cost than traditional IPOs. MDB Capital Holdings, LLC (NASDAQ: MDBH) operates through its subsidiaries, including MDB Capital, a venture-focused broker-dealer with the MDB Direct trading platform, and PatentVest, the first integrated intellectual property strategy and law firm. MDB Capital is a registered broker-dealer and Member FINRA/SIPC. For more information, visit www.mdb.com. About PatentVest PatentVest is the first integrated IP law, intelligence, and strategy consulting firm to enable visionary companies to develop into technology leaders. By combining a proprietary global patent database with proven IP diligence processes and expert IP legal services, PatentVest delivers actionable insights and strategic IP solutions that help clients create and dominate new technology categories. A wholly owned subsidiary of MDB Capital Holdings, LLC (NASDAQ: MDBH), PatentVest was founded in 2004 as an internal venture of MDB and commercially launched in 2024 to serve promising companies both inside and outside the MDB ecosystem. For more information, visit www.patentvest.com. About Buda Juice Buda Juice (NYSE American: BUDA) is the creator and pioneer of the Ultra Fresh™ category. Through its proprietary end-to-end cold chain platform, Buda Juice delivers always-cold, freshly crafted juices, lemonades, and wellness shots to grocery retailers. The Company offers a turnkey alternative to shelf-stable beverages and in-store juicing, enabling retailers to provide truly fresh, clean-label products without added infrastructure or operational complexity. Its continuous 35°F cold chain from fruit to shelf delivers an 8- to 12-day shelf life that preserves authentic taste and nutrient quality. Buda Juice’s infrastructure enables national scaling of the Ultra Fresh category while maintaining the quality, safety, and consistency demanded by leading grocery retailers — all with a disciplined focus on profitability. For more information, visit https://budajuice.com. About Planet MicroCap Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow. For more information, visit https://planetmicrocap.com/. Investor Relations Contact: [email protected] Media Contact: [email protected] |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-06-03 18:49
1mo ago
|
Snowflake vs. MongoDB: Which Technology Stock Is a Better Buy in 2026? | FMP Stock News | |
|
Original source text
Choosing between Snowflake (SNOW 1.16%) and MongoDB (MDB 1.27%) involves weighing massive data warehousing scale against flexible database agility. Both companies are pivotal to the modern cloud ecosystem for retail investors.Snowflake specializes in centralizing fragmented data across different cloud providers, while MongoDB offers a flexible document database that developers love for building modern applications. As enterprises prioritize digital transformation and artificial intelligence, both companies serve as critical infrastructure. This comparison evaluates their financials and valuations to see which represents a better opportunity today. The case for SnowflakeSnowflake provides its AI Data Cloud, a platform used for data engineering and analytics. The company serves 790 of the Forbes Global 2000 firms and has over 733 customers that contribute more than $1 million in annual product revenue. As organizations worldwide increasingly invest in tech stocks to modernize their data stacks, the company continues to expand its reach across multiple public clouds. It effectively helps businesses break down data silos to gain better insights. In FY 2026, revenue reached nearly $4.7 billion, representing a growth rate of roughly 29.2% over the $3.6 billion reported in the prior year. Despite this robust top-line growth, the company reported a net loss of approximately $1.3 billion for the period. This resulted in a net margin of negative 28.4%, indicating the company is still prioritizing heavy research and market expansion over immediate bottom-line profitability. As of its January 2026 balance sheet, the debt-to-equity ratio is roughly 1.4x, which compares total debt to shareholder equity. The current ratio of approximately 1.3x indicates the company has $1.30 in short-term assets for every dollar of short-term liabilities. Free cash flow was nearly $1.1 billion, but note that stock-based compensation represented roughly 130.9% of operating cash flow, meaning reported cash generation is heavily inflated by this non-cash add-back. The case for MongoDBMongoDB offers a modern database platform that helps organizations build and run cloud-based applications. It serves over 65,200 customers across various industries, including a large share of the Fortune 100. The business relies heavily on MongoDB Atlas, its fully managed cloud database service designed for scale and developer flexibility. This cloud-first strategy enables the company to easily reach a global developer base. For FY 2026, the company generated roughly $2.5 billion in revenue, which is a 22.8% increase from the prior fiscal year’s revenue of $2.0 billion. It reported a net loss of nearly $71.2 million, showing significant improvement from the $129.1 million loss in the previous year. This performance led to a net margin of negative 2.9%, as the company continues to narrow its losses and move toward break-even. The balance sheet as of January 2026 shows a debt-to-equity ratio of approximately 0.0x, indicating the company carries almost no debt relative to its shareholder equity. Its current ratio of nearly 4.7x suggests a very high level of short-term liquidity compared to its immediate obligations. Free cash flow reached approximately $500.2 million, though note that stock-based compensation represented roughly 109.0% of operating cash flow, meaning reported cash generation is heavily inflated by this non-cash add-back. Risk profile comparisonSnowflake faces intense competition from established cloud giants like Amazon (AMZN 2.10%), Microsoft (MSFT 0.75%), and Alphabet (GOOG +0.77%) (GOOGL +1.33%), which may bundle competing services. The company also faces cybersecurity risks following unauthorized access to customer accounts in 2024, which damaged its reputation. Furthermore, its heavy reliance on Amazon’s infrastructure means any changes to that relationship could disrupt operations. MongoDB faces similar pressure from legacy database providers such as IBM (IBM 0.89%), Oracle (ORCL 1.21%), and Microsoft, which have vast resources. The company is also highly dependent on its Atlas product, and any failure to maintain its adoption would significantly impact revenue. Additionally, the legal uncertainty surrounding its server-side public license could potentially hinder future adoption by developers or enterprise clients. Valuation comparisonMongoDB appears to offer a more conservative entry point for investors, as it trades at a lower valuation relative to both sales and future earnings estimates. The forward P/E, which compares the stock price to future earnings estimates, and the P/S ratio, which measures price against annual sales, help evaluate these companies. MetricSnowflakeMongoDBSector BenchmarkForward P/E128.5x60.1x43.1xP/S ratio18.3x12.0xSector benchmark uses the SPDR XLK sector ETF. Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers. MongoDB and Snowflake have much in common. Both are benefiting from the AI boom and ubiquitous cloud-based data solutions. But they differ in many respects as well, which makes all the difference when it comes to attracting investors. Snowflake’s business involves enterprise data management, and with its AI Data Cloud platform, it has become a leader in the industry. It has partnered with major tech companies and has seen accelerating revenue growth. But it appears that this growth expectation is reflected in the share price. MongoDB’s database platform is gaining popularity for building modern applications. And yes, this includes those applications powered by AI. Its flagship Atlas cloud platform is seeing growing demand. Recent earnings results show that organizations are still spending on AI infrastructure despite economic uncertainty, and MongoDB is well positioned to benefit. From my perspective, there’s nothing wrong with an investment in Snowflake except for its rich valuation. So, I’d choose MongoDB. Along with its more reasonable valuation, it offers exposure to AI and significant growth potential. If it keeps moving in its current direction, long-term investors should be rewarded. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-06-04 10:51
1mo ago
|
Why MongoDB (MDB) is a Top Momentum Stock for the Long-Term | FMP Stock News | |
|
Original source text
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor. It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days. Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on. The Style Scores are broken down into four categories: Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks. Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time. Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks. VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum. How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio. Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day. This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio. That's where the Style Scores come in. You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible. The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank. A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too. Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better. Stock to Watch: MongoDB (MDB - Free Report) MongoDB is a database software company. MDB has built its data developer platform around a flexible document-based architecture that helps enterprises address their performance, scalability, flexibility and reliability requirements simultaneously the strengths of relational databases. MDB is a #3 (Hold) on the Zacks Rank, with a VGM Score of B. Momentum investors should take note of this Computer and Technology stock. MDB has a Momentum Style Score of A, and shares are up 38.9% over the past four weeks. For fiscal 2027, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.04 to $5.89 per share. MDB boasts an average earnings surprise of +36.9%. With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, MDB should be on investors' short list. |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-06-05 15:54
1mo ago
|
Did MongoDB, Inc. Insiders Breach their Fiduciary Duties to Shareholders? | FMP Stock News | |
|
Original source text
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.Shareholders should contact the firm immediately as there may be limited time to enforce your rights. , /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of MongoDB, Inc. (NASDAQ: MDB) breached their fiduciary duties to shareholders. If you currently own MongoDB stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected]. Why Your Participation Matters: Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value. Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors. Attorney Advertising. Prior results do not guarantee a similar outcome. Contact Information: Halper Sadeh LLC One World Trade Center 85th Floor New York, NY 10007 Daniel Sadeh, Esq. Zachary Halper, Esq. (212) 763-0060 [email protected] [email protected] https://www.halpersadeh.com SOURCE Halper Sadeh LLP |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-06-05 16:00
1mo ago
|
Did MongoDB, Inc. Insiders Breach their Fiduciary Duties to Shareholders? | FMP Stock News | |
|
Original source text
Did MongoDB, Inc. Insiders Breach their Fiduciary Duties to Shareholders? PR Newswire NEW YORK, June 5, 2026 |
|||
|
Saved
2026-06-12 16:00
1mo ago
Published
2026-06-11 12:12
1mo ago
|
MongoDB, Inc. (MDB) Presents at D.A. Davidson 2nd Annual Technology & Consumer Conference 2026 Transcript | FMP Stock News | |
|
Original source text
MongoDB, Inc. (MDB) Presents at D.A. Davidson 2nd Annual Technology & Consumer Conference 2026 Transcript |
|||
|
Saved
2026-06-12 15:59
1mo ago
Published
2026-04-15 10:31
3mo ago
|
Is CRH (CRH) a Buy as Wall Street Analysts Look Optimistic? | FMP Stock News | |
|
Original source text
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about CRH (CRH - Free Report) . CRH currently has an average brokerage recommendation (ABR) of 1.23, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 22 brokerage firms. An ABR of 1.23 approximates between Strong Buy and Buy. Of the 22 recommendations that derive the current ABR, 19 are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 86.4% and 4.6% of all recommendations. Brokerage Recommendation Trends for CRH Check price target & stock forecast for CRH here>>> While the ABR calls for buying CRH, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential. Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation. This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements. Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision. ABR Should Not Be Confused With Zacks RankIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures. Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5. Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide. On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns. There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices. Should You Invest in CRH?Looking at the earnings estimate revisions for CRH, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $5.97. Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for CRH. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for CRH. |
|||
|
Saved
2026-06-12 15:59
1mo ago
Published
2026-04-16 08:00
3mo ago
|
CRH Confirms Date for Q1 2026 Results | FMP Stock News | |
|
Original source text
-NEW YORK--(BUSINESS WIRE)--CRH (NYSE: CRH), the leading provider of building materials, will publish its Q1 2026 financial results before market open on Thursday, Apr. 30, 2026, in advance of a conference call and webcast presentation at 8:00 a.m. (EDT). CRH's results and the related presentation will be available at www.crh.com/investors/results-presentations. Registrations for the event can be made at www.crh.com/investors. Upon registration a link to join the call and dial-in details will be made available. A replay of the webcast will be available on www.crh.com. About CRH CRH is the leading provider of building materials critical to modernizing infrastructure. With our team of 83,000 people across 4,000 locations, our unmatched scale, connected portfolio, and deep local relationships make us the partner of choice for transportation, water, and reindustrialization projects, shaping communities for a better tomorrow. CRH (NYSE: CRH) is a member of the S&P 500 Index. For more information, visit www.crh.com. More News From CRH Back to Newsroom |
|||
|
Saved
2026-06-12 15:59
1mo ago
Published
2026-04-16 19:01
3mo ago
|
CRH (CRH) Stock Slides as Market Rises: Facts to Know Before You Trade | FMP Stock News | |
|
Original source text
In the latest trading session, CRH (CRH - Free Report) closed at $114.36, marking a -1.59% move from the previous day. The stock's change was less than the S&P 500's daily gain of 0.26%. At the same time, the Dow added 0.24%, and the tech-heavy Nasdaq gained 0.36%.The stock of building material company has risen by 14.03% in the past month, leading the Construction sector's gain of 5.73% and the S&P 500's gain of 5.98%. Market participants will be closely following the financial results of CRH in its upcoming release. The company plans to announce its earnings on April 30, 2026. The company's earnings per share (EPS) are projected to be -$0.09, reflecting a 25% increase from the same quarter last year. Our most recent consensus estimate is calling for quarterly revenue of $7.33 billion, up 8.51% from the year-ago period. In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $5.97 per share and a revenue of $40.21 billion, indicating changes of +7.18% and +7.38%, respectively, from the former year. It's also important for investors to be aware of any recent modifications to analyst estimates for CRH. These recent revisions tend to reflect the evolving nature of short-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential. Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system. The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Currently, CRH is carrying a Zacks Rank of #3 (Hold). Valuation is also important, so investors should note that CRH has a Forward P/E ratio of 19.48 right now. This signifies a premium in comparison to the average Forward P/E of 17.86 for its industry. Investors should also note that CRH has a PEG ratio of 2.03 right now. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. CRH's industry had an average PEG ratio of 1.33 as of yesterday's close. The Building Products - Miscellaneous industry is part of the Construction sector. This group has a Zacks Industry Rank of 170, putting it in the bottom 31% of all 250+ industries. The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions. |
|||
|
Saved
2026-06-12 15:59
1mo ago
Published
2026-04-20 03:30
3mo ago
|
CRH Completes LSE Delisting | FMP Stock News | |
|
Original source text
-NEW YORK--(BUSINESS WIRE)--Further to the announcement made on March 13, 2026, CRH (NYSE: CRH) today confirms that the listings of its ordinary shares and its 7% preference shares on the official list of the UK Financial Conduct Authority, and the admission to trading of those shares on the main market for listed securities of the London Stock Exchange, have both been cancelled with effect from 08:00 a.m. (London) today, April 20, 2026. CRH’s ordinary shares are now solely listed on the New York Stock Exchange. Frequently Asked Questions and Shareholder Helpline A FAQ document for shareholders holding ordinary shares is available at https://www.crh.com/investors/ordinary-shareholders/. A FAQ document for shareholders holding 7% preference shares is available at https://www.crh.com/investors/preference-shareholders/. A helpline is also available to assist shareholders, the contact details for which are included in the FAQ documents. About CRH CRH is the leading provider of building materials critical to modernizing infrastructure. With our team of 83,000 people across 4,000 locations, our unmatched scale, connected portfolio, and deep local relationships make us the partner of choice for transportation, water, and reindustrialization projects, shaping communities for a better tomorrow. CRH (NYSE: CRH) is a member of the S&P 500 Index. For more information, visit www.crh.com. More News From CRH Back to Newsroom |
|||
|
Saved
2026-06-12 15:59
1mo ago
Published
2026-04-20 04:16
3mo ago
|
Exane Asset Management Buys 289,700 Shares of Crh Plc $CRH | FMP Stock News | |
|
Original source text
Posted by Defense World Staff on Apr 20th, 2026Exane Asset Management increased its stake in Crh Plc (NYSE:CRH – Free Report) by 43.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 953,474 shares of the construction company’s stock after acquiring an additional 289,700 shares during the period. CRH makes up about 27.1% of Exane Asset Management’s holdings, making the stock its largest holding. Exane Asset Management owned about 0.14% of CRH worth $117,871,000 as of its most recent filing with the Securities and Exchange Commission. Several other hedge funds have also modified their holdings of CRH. State Street Corp grew its holdings in CRH by 2.9% during the 3rd quarter. State Street Corp now owns 13,728,016 shares of the construction company’s stock worth $1,645,995,000 after acquiring an additional 392,146 shares in the last quarter. Massachusetts Financial Services Co. MA grew its holdings in CRH by 0.6% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 12,439,954 shares of the construction company’s stock worth $1,552,506,000 after acquiring an additional 78,769 shares in the last quarter. Boston Partners grew its holdings in CRH by 1.7% during the 3rd quarter. Boston Partners now owns 9,816,938 shares of the construction company’s stock worth $1,176,530,000 after acquiring an additional 162,110 shares in the last quarter. Bank of New York Mellon Corp grew its holdings in CRH by 6.6% during the 3rd quarter. Bank of New York Mellon Corp now owns 9,788,282 shares of the construction company’s stock worth $1,173,615,000 after acquiring an additional 603,082 shares in the last quarter. Finally, Invesco Ltd. grew its holdings in CRH by 0.6% during the 3rd quarter. Invesco Ltd. now owns 7,449,387 shares of the construction company’s stock worth $893,181,000 after acquiring an additional 45,543 shares in the last quarter. 62.50% of the stock is currently owned by institutional investors and hedge funds. Analyst Upgrades and Downgrades A number of analysts have weighed in on the company. Wells Fargo & Company raised their price target on CRH from $133.00 to $135.00 and gave the company an “equal weight” rating in a research note on Friday, February 20th. DA Davidson set a $120.00 price target on CRH in a research note on Friday, February 20th. UBS Group raised their price target on CRH from $138.00 to $147.00 and gave the company a “buy” rating in a research note on Thursday, January 8th. JPMorgan Chase & Co. raised their price target on CRH from $135.00 to $140.00 and gave the company an “overweight” rating in a research note on Tuesday, March 3rd. Finally, Morgan Stanley restated an “overweight” rating and issued a $139.00 price target on shares of CRH in a research note on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $139.54. Read Our Latest Research Report on CRH CRH Price Performance CRH stock opened at $117.17 on Monday. Crh Plc has a 1-year low of $81.60 and a 1-year high of $131.55. The stock has a market cap of $78.30 billion, a PE ratio of 21.23, a P/E/G ratio of 2.04 and a beta of 1.35. The stock’s fifty day moving average is $112.71 and its two-hundred day moving average is $117.96. CRH (NYSE:CRH – Get Free Report) last issued its quarterly earnings data on Thursday, February 19th. The construction company reported $1.52 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.20 by ($0.68). The firm had revenue of $9.42 billion for the quarter, compared to analysts’ expectations of $11.15 billion. CRH had a return on equity of 15.98% and a net margin of 10.02%.The business’s revenue for the quarter was up 6.2% compared to the same quarter last year. During the same period in the previous year, the business posted $1.02 EPS. On average, research analysts expect that Crh Plc will post 5.47 earnings per share for the current fiscal year. CRH Increases Dividend The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 8th. Shareholders of record on Friday, March 6th were issued a dividend of $0.39 per share. The ex-dividend date of this dividend was Friday, March 6th. This is a positive change from CRH’s previous quarterly dividend of $0.37. This represents a $1.56 annualized dividend and a dividend yield of 1.3%. CRH’s dividend payout ratio is 28.26%. CRH Profile (Free Report) CRH plc, originally formed as Cement Roadstone Holdings in 1970 and headquartered in Dublin, Ireland, is a global building materials group. The company has grown from its Irish roots into one of the largest international suppliers of construction materials, expanding primarily through acquisitions and regional business development. CRH operates an integrated network of manufacturing and distribution businesses that serve both public and private construction markets. CRH’s core activities include the production and distribution of aggregates, cement, asphalt, ready-mixed concrete and other bulk materials, together with a broad range of value-added building products such as precast concrete, masonry, bricks, roofing products, pipe and drainage systems, and construction accessories. Recommended Stories Five stocks we like better than CRH Want to see what other hedge funds are holding CRH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Crh Plc (NYSE:CRH – Free Report). Receive News & Ratings for CRH Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for CRH and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEClark Asset Management LLC Acquires 106,252 Shares of Vanguard Total International Bond ETF $BNDX NEXT HEADLINE »Fortis Capital Advisors LLC Invests $1.29 Million in NextEra Energy, Inc. $NEE |
|||
|
Saved
2026-06-12 15:59
1mo ago
Published
2026-04-21 03:11
3mo ago
|
AE Wealth Management LLC Sells 10,741 Shares of Crh Plc $CRH | FMP Stock News | |
|
Original source text
Posted by Defense World Staff on Apr 21st, 2026AE Wealth Management LLC decreased its holdings in Crh Plc (NYSE:CRH – Free Report) by 33.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,428 shares of the construction company’s stock after selling 10,741 shares during the period. AE Wealth Management LLC’s holdings in CRH were worth $2,674,000 as of its most recent SEC filing. Several other large investors also recently modified their holdings of CRH. Artisan Partners Limited Partnership bought a new stake in shares of CRH in the third quarter worth $295,798,000. Alkeon Capital Management LLC bought a new stake in shares of CRH in the third quarter worth $209,825,000. SG Americas Securities LLC grew its holdings in shares of CRH by 9,615.1% in the fourth quarter. SG Americas Securities LLC now owns 1,386,928 shares of the construction company’s stock worth $173,089,000 after acquiring an additional 1,372,652 shares during the period. Citigroup Inc. grew its holdings in shares of CRH by 229.0% in the third quarter. Citigroup Inc. now owns 1,811,126 shares of the construction company’s stock worth $217,154,000 after acquiring an additional 1,260,558 shares during the period. Finally, Qube Research & Technologies Ltd grew its holdings in shares of CRH by 53.8% in the third quarter. Qube Research & Technologies Ltd now owns 3,336,263 shares of the construction company’s stock worth $400,018,000 after acquiring an additional 1,167,309 shares during the period. Institutional investors own 62.50% of the company’s stock. CRH Stock Up 1.3% Shares of CRH stock opened at $118.53 on Tuesday. The stock’s 50-day simple moving average is $112.54 and its 200-day simple moving average is $117.94. Crh Plc has a 52 week low of $81.60 and a 52 week high of $131.55. The company has a market capitalization of $79.21 billion, a price-to-earnings ratio of 21.47, a PEG ratio of 2.04 and a beta of 1.35. CRH (NYSE:CRH – Get Free Report) last announced its quarterly earnings data on Thursday, February 19th. The construction company reported $1.52 EPS for the quarter, missing the consensus estimate of $2.20 by ($0.68). CRH had a net margin of 10.02% and a return on equity of 15.98%. The business had revenue of $9.42 billion during the quarter, compared to analysts’ expectations of $11.15 billion. During the same quarter in the previous year, the firm earned $1.02 earnings per share. CRH’s revenue was up 6.2% on a year-over-year basis. On average, equities analysts expect that Crh Plc will post 5.97 earnings per share for the current year. CRH Increases Dividend The company also recently announced a quarterly dividend, which was paid on Wednesday, April 8th. Investors of record on Friday, March 6th were given a $0.39 dividend. This is an increase from CRH’s previous quarterly dividend of $0.37. This represents a $1.56 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Friday, March 6th. CRH’s dividend payout ratio (DPR) is presently 28.26%. Analyst Ratings Changes Several analysts recently commented on the company. Wells Fargo & Company lifted their price objective on CRH from $133.00 to $135.00 and gave the stock an “equal weight” rating in a report on Friday, February 20th. JPMorgan Chase & Co. lifted their price objective on CRH from $135.00 to $140.00 and gave the stock an “overweight” rating in a report on Tuesday, March 3rd. Morgan Stanley reissued an “overweight” rating and set a $139.00 price target on shares of CRH in a report on Wednesday, April 15th. Citigroup boosted their price target on CRH from $142.00 to $155.00 and gave the company a “buy” rating in a report on Thursday, January 8th. Finally, DA Davidson set a $120.00 price target on CRH in a report on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $139.54. Check Out Our Latest Analysis on CRH About CRH (Free Report) CRH plc, originally formed as Cement Roadstone Holdings in 1970 and headquartered in Dublin, Ireland, is a global building materials group. The company has grown from its Irish roots into one of the largest international suppliers of construction materials, expanding primarily through acquisitions and regional business development. CRH operates an integrated network of manufacturing and distribution businesses that serve both public and private construction markets. CRH’s core activities include the production and distribution of aggregates, cement, asphalt, ready-mixed concrete and other bulk materials, together with a broad range of value-added building products such as precast concrete, masonry, bricks, roofing products, pipe and drainage systems, and construction accessories. See Also Five stocks we like better than CRH Receive News & Ratings for CRH Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for CRH and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEAble Wealth Management LLC Increases Holdings in JPMorgan Ultra-Short Municipal ETF $JMST NEXT HEADLINE »Able Wealth Management LLC Boosts Position in JPMorgan U.S. Quality Factor ETF $JQUA |
|||