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The war with Iran is creating one of the biggest energy supply disruptions in decades. Roughly 20% of global oil and liquefied natural gas (LNG) had moved through the Strait of Hormuz before the war. With that now down to a trickle due to its closure, prices have soared. That's leading countries, especially in Europe and Asia, to accelerate their shift to alternative energy.

Here are two energy stocks that should be on your radar as the global energy landscape shifts away from oil and gas in the coming years.

Image source: Getty Images.

Brookfield Renewable Brookfield Renewable (BEPC +0.51%)(BEP +0.31%) is a leading global renewable energy producer and sustainable solutions provider. The company operates hydro, wind, solar, and energy storage assets across North and South America, Europe, and Asia. Additionally, it has investments in nuclear energy services (Westinghouse) and the production of biofuels and eFuels. Brookfield's large-scale, global operations and diversified platform put it in a strong position to benefit from the global shift toward alternative energy sources.

The company has spent the past several years expanding its global scale and development capabilities. Brookfield Renewable recently agreed to acquire Boralex, a leading renewable energy development platform with operations in Canada, the U.S., the U.K., and France. That follows the acquisition of Neoen, a leader in battery storage with developments across Australia, France, and the Nordics. Brookfield has also acquired India's Leap Green and South Korea's Hanmaeum Energy to bolster its renewable energy development capabilities in Asia.

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Brookfield currently expects to grow its funds from operations at a more than 10% annual rate through 2031. It could grow even faster in the future as the war accelerates the shift to alternative energy in Europe and Asia, providing Brookfield with even more investment opportunities in the coming years.

Bloom Energy Bloom Energy (BE +6.25%) makes solid-oxide fuel cell systems that enable customers to take control of their energy needs through on-site generation. Large-scale energy users such as semiconductor manufacturing facilities, data centers, and utilities are increasingly turning to Bloom Energy's ultra-resilient power solutions.

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The company has formed several strategic partnerships with leading data center developers. Oracle recently expanded its partnership with Bloom Energy to deploy up to 2.8 gigawatts of its fuel cell systems to accelerate the AI infrastructure build-out. The company also formed a $5 billion strategic AI partnership with Brookfield Asset Management to deploy its advanced fuel cell systems in global AI factories (specialized AI data centers).

Bloom Energy's business is already booming due to the acceleration in power demand from AI data centers. Its revenue grew an eye-popping 130% last quarter to over $750 million. Bloom Energy expects its revenue to surge 80% this year, up from its prior guidance of 60%. Demand for its power solutions could grow even faster in the future as more companies worldwide turn to Bloom Energy to meet their energy needs.

Benefitting from an acceleration in the global energy transition Brookfield Renewable and Bloom Energy were already benefiting from surging demand for alternative energy before the war. Demand could accelerate further following the massive disruptions to global energy supplies. With the war dramatically altering the global energy landscape in the coming years, Bloom Energy and Brookfield Renewable should be on your radar.

Matt DiLallo has positions in Brookfield Asset Management, Brookfield Renewable, and Brookfield Renewable Partners. The Motley Fool has positions in and recommends Bloom Energy, Brookfield Asset Management, and Oracle. The Motley Fool recommends Brookfield Renewable and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.

It's been rough going for a handful of dividend stocks of late. Investors just sense more downside than upside, and are pricing it in. And the market's concerns make enough superficial sense.

If you dig deeper, however, some of these names' dividend payments are far more resilient than investors are giving them credit for. That means their stocks' recent weakness is ultimately a buying opportunity, giving you a chance to get in at an elevated dividend yield.

Here's a closer look at three of the best bets among this bunch right now, with one of them down as much as 55% from its peak price.

Realty Income It's not difficult to understand why Realty Income (O 0.32%) shares are down 20% from their early March high. The stock soared early in the year in anticipation of the strong Q4 results that would be reported in late February. That left shares vulnerable to profit-taking, though. Between the beginning of the conflict with Iran, worries that interest rates aren't going to be coming down as soon as hoped, and profit guidance for the current quarter that wasn't quite as healthy as analysts expected, those profits were indeed taken.

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This is a case, however, where the market threw the baby out with the bathwater. Realty Income is a real estate investment trust, or REIT. That just means it owns revenue-bearing real estate and passes along the majority of its profits to shareholders in the form of dividends. That's why its ticker was hit so hard in March; this business is particularly vulnerable to the sort of economic turbulence that materialized a couple of months back.

Realty Income is far better equipped to resist the sort of impact of this turbulence can make, though. See, this REIT's specialty is brick-and-mortar retailing. Its top tenants include 7-Eleven, Dollar General, FedEx, Walmart, and Tractor Supply, just to name a few. At first blush, the market's worry makes sense, particularly given the entire retail industry's ongoing challenges.

That's not a key concern for this particular REIT, however, since it serves the most resilient names in the business. That's why its occupancy rate has consistently remained above 98% since 2013, even in the midst of the COVID-19 pandemic. To the extent it matters though, no single sliver of the retail industry makes up more than 11% of its total revenue, and no single tenant accounts for more than 4%.

You'd be plugging into this monthly (yes, monthly) dividend payer while its forward-looking yield stands at just over 5%. And that's based on a dividend that's not only been paid like clockwork for decades now, but also raised every quarter for the past 28 years at an average annual rate of more than 4%.

Brookfield Renewable Brookfield Renewable (BEPC +0.51%) trades just like any other ordinary stock, and importantly, is taxed like one. (That's not the case with its counterpart Brookfield Renewable Partners (BEP +0.31%), which is legally classified at a partnership, and as such, requires special tax treatment. So, if you're interested, just be sure you're purchasing the right ticker for you.)

But what is it? Simply put, the company manages a range of renewable energy assets like solar farms, wind farms, energy storage solutions, and -- interestingly enough -- a whole lot of exposure to the hydropower business that accounts for over 40% of its operating cash flow.

Image source: Getty Images.

And income-minded investors will certainly want to consider a stake in this often overlooked outfit sooner rather than later. Not only has its 20% pullback from its mid-April high pushed its projected dividend yield up to more than 4.4%, but it's also dragged the stock to a multi-year low that doesn't make much sense.

Sure, the same geopolitical tensions and interest rate dynamics that undermined Realty Income shares eventually also undermined Brookfield Renewable's stock. Broad weakness from utilities stocks and weakness from renewable energy stocks isn't helping either. Of course, Morgan Stanley's downgrade all the way from overweight to underweight and target price cut from $48 to $42 per share in March also left this ticker very vulnerable headed into that period.

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The sellers, however, have arguably overshot their target. Nothing about the current economic backdrop should prevent Brookfield Renewable from achieving its long-term target of yearly dividend growth between 5% and 9%, and subsequent annualized total returns of between 12% and 15%. Renewables are still the future of the power business, with Mordor Intelligence expecting this sliver of the energy market to grow at an average annual pace of nearly 14% through 2031.

Pfizer Finally, add drugmaker Pfizer (PFE +2.21%) to your list of dividend stocks you can comfortably buy and hold for a lifetime.

This certainly doesn't seem to be the case right now. Even well up from early 2025's multiyear low, Pfizer's stock is still down 55% from its late-2021 peak. That's when demand for its COVID vaccine and infection treatments was insatiable, resulting in 2022's record-breaking revenue of just over $100 billion... a feat that's not even come close to being matched in the meantime. Last's year's top line was only $62.6 billion, for perspective.

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Just don't jump to any sweeping conclusions based on its recent results. The pharmaceutical company arguably became so focused on the opportunity stemming from the coronavirus pandemic that it didn't do enough development or dealmaking to fully reload its pipeline.

But it's made up for lost time. Pfizer's management team still contends it's got several new blockbusters in the works right now, with the goal of turning them alone into $15 billion and $20 billion worth of new revenue by 2030.

Although investors aren't likely to see any real fiscal evidence of a revitalization until 2028 at the earliest -- when it's expected to enter the GLP-1 weight loss market -- the company's got 18 phase 3 trials underway right now, 10 of which are tests for brand new molecular entities that aren't already on the market. Updates on these trials' progress could light a bullish fire under Pfizer's stock well before then.

More important to income investors, the company's dividend payment isn't in any real jeopardy even if Pfizer is spending a fortune refilling its pipeline that will eventually result in an oncology-focused portfolio. You can get into this savvy evolution right now at forward-looking dividend yield of 6.5%.

Oil prices are making headlines, but don't get caught up in what is likely to be a transitory price swing. The world is still shifting toward cleaner energy options. Given the green energy sector's still small size, there are material growth opportunities ahead for investors. Two great options that let you lean into the growing importance of clean energy on planet Earth are Brookfield Renewable (BEP +0.31%)(BEPC +0.51%) and NextEra Energy (NEE 0.33%). Here's a look at each one.

Brookfield Renewable has all of your bases covered Brookfield Renewable's portfolio spans across North America, South America, Europe, and Asia. It generates electricity via hydroelectric, solar, and wind systems. And it provides energy storage and nuclear power services, as well. It is a simple and easy way to add green energy investments to your portfolio.

Image source: Getty Images.

It is also a reliable high-yield income investment. The distribution has been increased regularly for a decade at an annualized rate of 5%. The goal is to continue increasing the distribution at a rate of 5% to 9% per year. Backing that is management's projection for 10% funds from operation growth through at least 2031. The goal is to invest up to $10 billion in growth over that span.

The yield is currently 4.7% for the partnership units and 4.4% for the corporate shares. They represent the same entity; the yield difference is due to higher demand for the corporate shares. While institutional investors may not be allowed to buy partnerships, there's no particular reason why smaller investors should avoid the higher-yielding partnership units.

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NextEra Energy gets you halfway in NextEra Energy is one of the world's biggest utilities, operating a large regulated utility in Florida. However, there's another side to the business. The company is also one of the world's largest producers of solar and wind power. The utility is a slow-and-steady foundation, while the clean energy business is the company's growth engine. The company is working on a backlog of 20 gigawatts of clean energy projects, but hopes to grow its backlog to as much as 100 gigawatts by 2032.

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Management is projecting earnings growth of 8% a year through 2035. That supports the near-term goal of 6% dividend growth through 2028, but likely means that the multi-decade dividend streak will continue well past that. The dividend yield is a well above market 2.6%.

Have your green energy and collect some green along the way The growth of the clean energy sector will take place over decades. Brookfield Renewable and NextEra Energy are already industry leaders. Still, buying them today will let you collect attractive and growing dividends while continuing to benefit from the long-term green energy transition. Now that's something to celebrate if you are a dividend investor.

Reuben Gregg Brewer has positions in Brookfield Renewable Partners. The Motley Fool has positions in and recommends NextEra Energy. The Motley Fool recommends Brookfield Renewable and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.

The energy sector plays a vital role in powering the global economy. The transportation sector runs on refined petroleum products (gasoline, jet fuel, and diesel), while homes and businesses need natural gas and electricity to stay warm and power our modern society. As the economy grows, energy demand rises to support that expansion.

As a result, energy stocks can play an important role in fueling your portfolio. Here are three energy stocks worth investing $1,000 in right now.

Image source: Getty Images.

Brookfield Renewable Brookfield Renewable (BEPC +0.51%)(BEP +0.31%) is a leading global renewable energy producer and sustainable solutions provider. It has a diversified platform across technologies (hydro, wind, utility-scale solar, distributed energy, and storage, as well as nuclear services, biofuels, and carbon capture). The company's operations span North and South America, Europe, and Asia. That puts it in a strong position to capitalize on the expected surge in power demand driven by catalysts such as AI data centers, electric vehicles, and advanced manufacturing.

The company expects a combination of inflation-linked rate increases, margin-enhancement activities, development projects, and acquisitions to drive funds from operations per share growth of more than 10% annually through 2031. That should support continued dividend growth of 5% to 9% each year (Brookfield has increased its dividend by at least 5% every year since 2011). That income (Brookfield's dividend currently yields more than 4%) and growth combination puts it in a strong position to deliver on its goal of providing investors with annualized total returns of 12% to 15%.

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Enbridge Enbridge (ENB +0.04%) is a leading North American energy infrastructure company. It operates the longest and most complex crude oil and liquids pipeline system in North America, handling 30% of the continent's oil production. Meanwhile, its natural gas pipelines move 20% of the gas consumed in the U.S., while it also operates the largest gas utility franchise in North America by volume. Additionally, Enbridge is a major renewable energy investor.

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The Canadian pipeline and utility operator plans to continue its heavy investment in expanding energy infrastructure. It currently has about 40 billion Canadian dollars ($29.2 billion) in commercially secured capital projects underway, which should enter service through the early 2030s. It's expanding its liquids pipeline infrastructure, building new gas pipelines, supporting the growth of its utilities, and constructing new renewable energy projects. These investments should drive around 5% compound annual cash flow per share growth after this year, supporting dividend growth at a similar annual rate. Enbridge has increased its dividend (which currently yields 5%) for 31 consecutive years (in Canadian dollars). That income-and-growth combo should fuel strong total returns for Enbridge shareholders.

NextEra Energy NextEra Energy (NEE 0.33%) is North America's largest electric power and energy infrastructure company. It operates America's largest electric utility, Florida Power & Light, while its energy resources segment is a leader in developing energy infrastructure, including renewable energy, electricity transmission, and gas infrastructure.

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The company expects to invest an astounding amount of capital to capitalize on expansion opportunities across its two franchises. The two businesses could invest a combined $295 billion to $325 billion through 2035 on renewable energy generation capacity, electric transmission lines, gas-powered data center hubs, and other capital projects. This heavy investment should support more than 8% annual adjusted earnings-per-share growth through 2035. Despite that heavy investment, NextEra plans to continue increasing its dividend (6% annual growth expected in 2027 and 2028). With a yield above 2.5% and above-average growth over the next decade, NextEra Energy could deliver powerful total returns for its investors.

Top-tier energy stocks The world will continue to need more energy in the future. Few companies are in a better position to capitalize on the economy's surging energy needs than Brookfield Renewable, Enbridge, and NextEra Energy. If you have $1,000 to invest, they'd be worth every penny right now.

Dividend stocks make up a large portion of my portfolio. While my desire to earn passive income is a big driver of my dividend investment strategy, dividend stocks have historically delivered higher returns than non-payers while exhibiting less volatility. That's why I routinely add to my dividend stock positions.

I already hold meaningful allocations to Brookfield Renewable (BEPC +0.51%)(BEP +0.31%), Brookfield Infrastructure (BIPC 2.06%)(BIP 1.59%), and Energy Transfer (ET 1.47%). I wouldn't think twice about doubling my position in these top dividend stocks. Here's why I have such high conviction in this trio.

Image source: Getty Images.

Powerful total return potential Brookfield Renewable is one of the largest publicly traded renewable energy producers in the world. Its operations span hydro, wind, solar, and energy storage assets across North and South America, Europe, and Asia. The company sells the electricity it produces under long-term, fixed-rate power purchase agreements (PPAs) with utilities and large corporations.

Most of Brookfield's PPAs contain inflation-linked rate escalation clauses, which should grow its funds from operations (FFO) per share by 2% to 3% annually. Meanwhile, margin-enhancement activities, such as signing higher-rate PPAs as legacy contracts expire, should add another 2% to 4% to its FFO per share each year. Additionally, Brookfield expects that development projects will add another 4% to 6% to its FFO per share each year, while acquisitions should further boost its growth rate.

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Brookfield's multiple catalysts should drive more than 10% annual FFO per share growth through at least 2031. That should power 5% to 9% annual dividend growth. Brookfield has increased its payout, which currently yields more than 4%, by at least 5% each year since 2011.

A similarly strong sibling Brookfield Infrastructure is the infrastructure-focused sibling of Brookfield Renewable, both of which are operating businesses of global investment firm Brookfield Corporation. This entity owns and operates a diverse portfolio of mission-critical infrastructure businesses. Its global operations span the utility, transport, midstream, and data sectors. The bulk of its assets operate under long-term contracts or government-regulated rate structures that generate predictable, inflation-linked cash flows.

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The global infrastructure operator invests in assets capitalizing on global megatrends, including digital infrastructure driven by AI. It's investing in data centers, semiconductor fabrication facilities, behind-the-meter power solutions, and other related infrastructure. To help fund its growth, Brookfield Infrastructure routinely sells mature assets to recycle capital into higher-return new investments. It has sold around $1 billion in assets so far this year, supporting $400 million in new investment opportunities, including the launch of a new equipment leasing platform for data centers.

Brookfield Infrastructure's multifaceted growth strategy should support FFO per share growth of more than 10% annually. That should enable the company to increase its 4.9%-yielding dividend by 5% to 9% each year. Brookfield has increased its dividend for 17 straight years, growing it at a 9% compound annual rate.

Gas-powered distribution growth Energy Transfer is one of the largest energy midstream companies in North America. The master limited partnership (MLP), which sends investors a Schedule K-1 Federal tax form each year, operates pipelines, processing plants, storage terminals, and export facilities. The company's midstream assets generate steady cash flow, with 90% coming from stable fees.

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The MLP is investing heavily to expand its operations. It plans to spend $5.5 billion to $5.9 billion on growth capital projects this year. The company is building several major capital projects, including two large-scale gas pipelines ($2.7 billion Hugh Brinson and $5.6 billion Desert Southwest expansion project). It has projects underway that should enter commercial service through 2030.

Energy Transfer's expansion projects should support continued distribution increases. The MLP expects to grow its nearly 7%-yielding payout by 3% to 5% each year.

High conviction dividend stocks Brookfield Renewable, Brookfield Infrastructure, and Energy Transfer are three of my highest conviction dividend stocks. They generate stable, growing cash flows, which support their steadily rising, high-yielding dividends. Their combination of income, growth, and financial strength is why I wouldn't think twice about doubling my already sizable positions in these top-notch dividend stocks.

Matt DiLallo has positions in Brookfield Corporation, Brookfield Infrastructure, Brookfield Infrastructure Partners, Brookfield Renewable, Brookfield Renewable Partners, and Energy Transfer and has the following options: short July 2026 $40 puts on Brookfield Corporation. The Motley Fool has positions in and recommends Brookfield Corporation. The Motley Fool recommends Brookfield Infrastructure Partners, Brookfield Renewable, and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.

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Many on Wall Street argue that oil prices could remain elevated regardless of how the Iran conflict resolves, for several structural reasons. Global spare capacity is largely concentrated in a handful of OPEC+ nations. It has grown increasingly thin, meaning any disruption to supply chains, shipping lanes, or refining infrastructure takes longer to be absorbed and worked through the system. The Strait of Hormuz remains a critical path for roughly 20% of the global oil trade, and even a ceasefire or de-escalation wouldn’t instantly restore insurer confidence or normalize tanker routing, keeping freight and risk premiums largely baked into prices.

Years of underinvestment in upstream exploration and production mean the supply side can’t respond quickly to demand signals the way it once could. Add to that a weaker dollar environment, persistent demand from emerging markets, particularly India and China, and OPEC+’s demonstrated willingness to defend price floors through coordinated cuts, and the conditions for structurally higher oil exist well beyond the current hostilities in the Middle East. The bottom line for investors is that if they are underweight or don’t own any energy names, now’s the time to consider adding some to a portfolio. But after a massive rally that started when the conflict with Iran began in late February, it makes sense to look at the safest energy companies now.

We decided to screen our 24/7 Wall St. energy stock database, looking for companies that still deliver large and dependable dividends while remaining good investments on a valuation basis. While we remain positive on the mega-cap integrated giants, they have had spectacular runs and would be much better purchases after a solid price pullback.

Five companies that pay significant dividends and offer shareholders some of the best valuations currently are at the top of our strong buy list for investors. All still offer reasonable entry points, with outstanding upside potential to the posted Wall Street target prices. All five are also rated Buy at the top Wall Street firms we cover at 24/7 Wall St.

Why do we cover the safest high-yielding energy dividend stocks? Since 1926, dividends have accounted for approximately 32% of the S&P 500’s total return, while capital appreciation has accounted for 68%. Therefore, sustainable dividend income and the potential for capital appreciation are essential to total return expectations. A study by Hartford Funds, in collaboration with Ned Davis Research, found that dividend stocks delivered an annualized return of 9.18% over the past 50 years (1973 to 2023). Over the same timeline, this was more than double the annualized return for non-payers (3.95%).

Brookfield Renewable Partners This off-the-radar utility stock is an ideal choice now for growth and income investors, as well as those concerned with environmental issues. Brookfield Renewable Partners (NYSE: BEP | BEP Price Prediction) operates publicly traded platforms for renewable power and decarbonization solutions. Investors are paid a rich 4.41% dividend. Earnings rose 15% in Q1 2026 and 12% over the trailing twelve months. The company expects double-digit earnings growth to continue for at least the next five years. Since going public in 2011, it has raised its dividend by at least 5% every year and targets dividend growth of 5% to 9% going forward.

The company’s renewable power portfolio includes:

Hydroelectric Wind Utility-scale solar Distributed generation Storage facilities located across North America, South America, Europe, and the Asia-Pacific region Its operations are divided into six segments:

Hydroelectric, which is further categorized by geography (North America, Colombia, and Brazil) Wind Utility-scale solar Distributed energy and storage, including distributed generation Pumped storage Battery energy storage systems; sustainable solutions, encompassing agricultural renewable natural gas, carbon capture and storage, recycling, cogeneration, biomass, nuclear services, electrofuels, and power transformation Corporate The company’s total power portfolio comprises approximately 46,200 megawatts of installed capacity and a development pipeline of approximately 200,000 megawatts.

TD Securities has a Buy rating with a $39 target price.

Clearwater Energy This is another off-the-radar company that is safe and still bargain-priced, with a strong 4.42% dividend. Clearwater Energy (NYSE: CWEN) is a renewable energy company that invests in energy infrastructure, focuses on clean energy, and owns modern, sustainable, and long-term-contracted assets across North America. It is one of the largest renewable energy companies in the U.S., with a portfolio of wind, solar, and energy storage facilities across 27 states totaling approximately 12.7 gigawatts of gross capacity. Both share classes have risen more than 20% over the past 12 months. The data center boom has been a significant growth driver.

Clearwater Energy’s operating facilities include:

Carlsbad El Segundo GenConn Devon GenConn Middletown Marsh Landing Walnut Creek The company’s utility-scale solar projects include:

Agua Caliente Alpine Avenal Avra Valley Blythe Borrego Buckthorn Solar CVSR Daggett 2 Daggett 3 Desert Sunlight 250 Kansas South The company’s wind projects include Black Rock, Buffalo Bear, Cedro Hill, Crofton Bluffs, and Cedar Creek.

UBS has a Buy rating with a $45 target price.

Enbridge Enbridge owns and operates pipelines throughout Canada and the United States. This is an off-the-radar idea based in Canada, poised to break out to new highs soon, and pays a rich 6.94% dividend. Enbridge (NYSE: ENB) operates as an energy infrastructure company. Enbridge announced its 31st consecutive annual dividend increase in 2026, lifting the payout by another 3%, and has paid dividends for over 70 years. With roughly 98% of its annual earnings backed by long-term, fixed-rate contracts and regulated rate structures, the company stands out as one of the most defensive and reliable plays in the energy infrastructure sector.

The company operates through five segments:

Liquids Pipelines Gas Transmission and Midstream Gas Distribution and Storage Renewable Power Generation Energy Services The Liquids Pipelines segment operates pipelines and related terminals in Canada and the United States to transport various grades of crude oil and other liquid hydrocarbons.

The Gas Transmission and Midstream segment invests in natural gas pipelines and gathering and processing facilities in Canada and the United States. The Gas Distribution and Storage segment is involved in natural gas utility operations, serving residential, commercial, and industrial customers in Ontario, as well as in natural gas distribution and energy transportation activities in Quebec.

The Renewable Power Generation segment operates power-generating assets, including wind, solar, geothermal, and waste heat recovery facilities, as well as transmission assets, in North America and Europe. The Energy Services segment provides energy marketing services to refiners, producers, and other customers, as well as physical commodity marketing and logistical services in Canada and the United States.

Royal Bank of Canada has an Outperform rating and a $79 target price.

Energy Transfer Energy Transfer (NYSE: ET) is one of North America’s largest and most diversified midstream energy companies. This top master limited partnership is a safe option for investors seeking energy exposure and income, as the company pays a 6.67% distribution yield. It owns and operates one of the largest and most diversified portfolios of energy assets in the United States, with a strategic footprint across all major domestic production basins. As a midstream MLP, its revenue is largely fee-based and less sensitive to commodity price swings.

The company is a publicly traded limited partnership with core operations that include:

Complementary natural gas midstream, intrastate, and interstate transportation and storage assets Crude oil, natural gas liquids (NGL), and refined product transportation and terminalling assets NGL fractionation Various acquisition and marketing assets Following the acquisition of Enable Partners in December 2021, Energy Transfer owns and operates over 114,000 miles of pipelines and related assets in 41 states, spanning all major U.S. producing regions and markets. This solidifies its leadership position in the midstream sector.

Through its ownership of Energy Transfer Operating, formerly known as Energy Transfer Partners, the company also owns Lake Charles LNG; the general partner interests, the incentive distribution rights, and 28.5 million standard units of Sunoco (NYSE: SUN); and the public partner interests and 39.7 million standard units of USA Compression Partners (NYSE: USAC).

Stifel has a Buy rating on the shares, with a $25 target price.

Enterprise Products Partners This top midstream giant is an American midstream natural gas and crude oil pipeline company headquartered in Houston, Texas. Enterprise Products Partners (NYSE: EPD) is one of the most extensive publicly traded energy partnerships, and it pays a very reliable 5.84% dividend. The company’s debt-to-EBITDA ratio ranges from 3.1x to 3.4x, which is moderate for a midstream energy company, and its interest coverage ratio is 5x.

Enterprise Products Partners generates strong free cash flow, with an operating cash flow of approximately $8.8 billion, resulting in approximately $4.2 billion in free cash flow annually after deducting capital expenditures. Another significant benefit for shareholders is that most of the corporate debt is fixed-rate, thereby limiting the risk of rising interest rates.

It provides various midstream energy services, including:

Gathering Processing Transporting and storing natural gas, natural gas liquids (NGL), and fractionation Import and export terminalling Offshore production platform services The company has four reportable business segments:

Natural Gas Pipelines and Services NGL Pipelines and Services Petrochemical Services Crude Oil Pipelines and Services One reason many analysts like the stock might be its distribution coverage ratio. The company’s coverage ratio is well above 1x, making it relatively less risky among the MLPs.

Citigroup has a Buy rating with a $45 price objective.

Renewable energy stocks were supposed to be some of the losers under the second Trump administration. The president is famously not a fan of wind turbines or solar energy. Yet one diversified energy play is having an outstanding year.

Shares of Brookfield Renewable Partners (BEP +0.31%) have soared by 37.5% year to date through May. Here's a look at several reasons investors shouldn't overlook Brookfield Renewable Partners, but also one reason to be wary.

Image source: The Motley Fool.

Brookfield is diversified Brookfield Renewable's underlying business is one of the reasons the stock has performed well so far this year. The company continued its trend of growing funds from operations (FFO), with a 19% year-over-year increase in Q1. The financial measure, commonly used by real estate investment trusts (REITs), defines cash generated from underlying operations and has increased by 12% over the last year versus the prior period.

Connor Teskey, CEO of Brookfield Renewable and president of Brookfield Asset Management, summarized the company's recent success this way:

Growing energy demand is now occurring alongside a renewed focus on energy security. In an environment with strong demand for low-cost, quick-to-market, and increasingly locally sourced energy, we are well positioned to deliver sustainable, long-term cash flow growth for our investors.

Brookfield was poised to capitalize on the growing demand, thanks to its diversification across energy markets and technologies. While a little over half of its assets under management are in North America, the company also has meaningful energy assets in Europe, Latin America, and across the Asia-Pacific region.

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Power production assets are in demand as data centers increase global energy demand and the Strait of Hormuz conflict rattles oil markets. It highlights where Brookfield's expertise makes a difference. The company is a strong capital allocator, and management constantly works to identify its best opportunities. In that vein, Brookfield Renewable announced $3 billion in asset sales in Q1 alone as it recycles capital into projects it believes offer better returns.

BEP or BEPC? The equity is also unique. Brookfield Renewable offers partnership units, but investors can also purchase shares of Brookfield Renewable Corp. (BEPC +0.51%). BEP units and BEPC shares both represent the same underlying business and assets. The former is a limited partnership, while the latter is a corporation.

Owning shares in the partnership can lead to more complex tax paperwork, which turns off some investors. That helps explain the recent pricing deviation. Although they pay the same dividend amount per share/unit, their market prices diverged, resulting in different yields.

Data by YCharts.

The partnership units have been playing catch-up this year, resulting in the outsize return. Investors can choose which to buy based on personal situations and tax preparation concerns. But there is no doubt that the underlying business is strong, and Brookfield is a solid renewable energy dividend stock to own. Just don't expect the pace of returns to mirror what we've seen so far in 2026, as the partnership unit price has now closed the gap.

New breakthroughs in low-cost hydrogen extraction and growing clean energy demand position the sector for significant long-term market expansion

, /PRNewswire/ -- Market News Updates News Commentary - The Engineered Mineral Hydrogen sector is gaining momentum as the demand for cleaner and more cost-effective energy sources grows globally. Unlike traditional hydrogen production methods that heavily depend on natural gas or expensive electrolysis systems, Engineered Mineral Hydrogen harnesses natural chemical reactions between water and iron-rich rocks deep below the surface to generate hydrogen in a more sustainable way. Many companies are now exploring ultramafic rock formations and serpentinization processes as scalable energy solutions, especially in regions rich in nickel and iron reserves. Recent industry advancements, like new partnerships and trial projects in Newfoundland and North America, signify a shift from research to commercial deployment.  Active Companies mentioned in the article includes: First Atlantic Nickel Corp. (OTCQB: FANCF) (TSX-V: FAN), Total Energy Services Inc. (OTC: TOTZF) (TSX: TOT), Exxon Mobil Corporation (NYSE: XOM), Chevron Corporation (NYSE: CVX), Brookfield Renewable Partners L.P. (NYSE: BEP).

One attractive aspect for investors in this field is the potential cost-effectiveness. Experts believe that engineered or natural hydrogen could eventually become one of the most cost-efficient forms of clean hydrogen due to the earth's natural gas production capabilities, reducing the need for extensive industrial energy inputs. The global hydrogen market is expected to see significant growth, reaching approximately $66.5 billion by 2034 from $21.7 billion in 2026, driven by increasing industrial demand, transportation, AI-driven data centers, and energy storage applications. Simultaneously, the emerging natural and engineered hydrogen sector is projected to experience even faster growth, with market analyses suggesting that the natural hydrogen market could surge from about $158 million in 2025 to over $2.2 billion by 2032.

The excitement surrounding Engineered Mineral Hydrogen is fueled by rising concerns over energy security and growing interest in low-carbon industrial fuels. Companies are increasingly looking for reliable domestic energy sources to reduce dependence on imported fuels while supporting decarbonization efforts. Analysts predict a notable increase in drilling projects, pilot installations, and long-term contracts beyond 2026 as the sector develops. Although still in its early stages and carrying exploration risks similar to mining or oil exploration, many investors see it as a disruptive opportunity within the broader clean energy market landscape. If commercial-scale production proves successful, Engineered Mineral Hydrogen has the potential to play a crucial role in the global energy mix in the next decade.

Vema Hydrogen and First Atlantic Nickel & Cobalt Sign LOI to Develop Engineered Mineral Hydrogen at Pipestone XL Awaruite Project in Newfoundland 

Vema's Engineered Mineral Hydrogen could supply regional industry and seaborne export markets from the Pipestone XL Project in central Newfoundland. The Pipestone Ophiolite Complex spans 30 kilometers of ultramafic rock, and holds enough potential hydrogen to power industrial demand in Newfoundland for generations Vema Hydrogen ("Vema") today announced that it has entered into a non-binding Letter of Intent (the "LOI") with First Atlantic Nickel & Cobalt Corp (TSXV: FAN) (OTCQB: FANCF) (FSE: P21) ("First Atlantic"), to jointly develop Engineered Mineral Hydrogen, or EMH, at the Pipestone XL project, a 30-kilometer ultramafic belt in central Newfoundland. Under the LOI, the parties intend to establish a 50/50 joint venture to produce low-carbon hydrogen alongside First Atlantic's primary awaruite nickel-cobalt program. The partnership is intended to serve as a first-of-its-kind template for combining hydrogen production with critical mineral development at ultramafic sites, with the potential to attract co-located investment in clean fuels, ammonia, and downstream industry.

"Vema's Engineered Mineral Hydrogen is on the verge of delivering clean energy at a scale cost-competitive with hydrocarbons," said Dr. Douglas Wicks, Strategic Advisor to First Atlantic & Cobalt and former Program Director for ARPA-E's MINER program and Geologic Hydrogen portfolio. "Awaruite forms through serpentinization when hydrogen reduces nickel and iron, so its presence at Pipestone XL is a clear signature of a hydrogen-rich system. Vema's technology could engineer that same reaction for hydrogen production, and Pipestone XL is an ideal location due to its size, proximity to infrastructure, and the potential for cost efficiencies in co-locating hydrogen production with nickel & cobalt mining. Having worked closely with Vema's founders since before the company's founding — and having seen firsthand how they developed the engineered approach to geologic hydrogen — I believe Pipestone XL represents a compelling opportunity to bring this technology to commercial scale."

Over the past twelve months, Vema has worked with First Atlantic to evaluate the Pipestone Ophiolite Complex, analyzing geological and geophysical data as well as infrastructure across the 30-kilometer belt. Laboratory testing of Pipestone rock samples at Vema's Orléans facility in France confirmed hydrogen production through stimulated serpentinization, indicating that the formation is well suited to EMH. Vema will leverage the experience gained in its established site in the Thetford ophiolite in Quebec, where Vema operates the world's first Engineered Mineral Hydrogen project.

Newfoundland is a significant region for critical minerals and clean energy development, but exploration and mining remain energy-intensive. Engineered Mineral Hydrogen (EMH) produces hydrogen from iron-rich rock through naturally occurring geochemical reactions, with no grid electricity required. Locally produced hydrogen at Pipestone could, over time, support on-site energy needs for a large-scale nickel and cobalt mining district and related downstream industries.

"Vema operates the world's first Engineered Mineral Hydrogen project at the Thetford ophiolite in Quebec. Rock samples collected during Vema's site visit to Pipestone XL were tested at their lab in Orléans, France, confirming the hydrogen generation potential of the ultramafic host rocks. Given the link between awaruite formation and hydrogen, we're excited about the potential for Vema's technology to maximize the value of our unique nickel-cobalt alloy project," said Adrian Smith, P.Geo., CEO of First Atlantic.

The collaboration also positions both companies to explore how locally produced hydrogen could reshape energy planning for remote industrial sites. By pairing EMH supply with critical mineral development, the partners aim to demonstrate a model that strengthens regional energy resilience while reducing reliance on long-distance fuel transport.

"Engineered Mineral Hydrogen is a promising new primary energy source for regions with iron-rich rock, like at Pipestone," said Pierre Levin, CEO and Co-Founder of Vema Hydrogen. "Now with validated rock samples and permitting in place, we have a clear path to advance EMH at Pipestone and to expand the model across North America."

Awaruite (Ni₃Fe) is a naturally occurring, magnetic nickel-iron-cobalt alloy (Ni-Fe-Co). The U.S. Geological Survey has identified awaruite as a potential solution to nickel concentrate shortages, noting that it is much easier to concentrate than pentlandite, the principal nickel sulphide. Its magnetic, metallic nature allows recovery by both magnetic separation and flotation, without the smelting, roasting, or acid leaching that conventional nickel ores require.  CONTINUED… Read this and more news for First Atlantic Nickel at:  https://www.fanickel.com/archive

In other market news of interest today includes:

Total Energy Services Inc. (OTC: TOTZF) (TSX:TOT) recently announced its consolidated financial results for the three months ended March 31, 2026.

Total Energy's results for the three months ended March 31, 2026 reflect continued strong North American demand for natural gas compression and process equipment and the deployment of upgraded drilling and service rigs in Australia and Canada that more than offset a year over year decline in North American drilling and completion activity. Negatively impacting first quarter financial results was a $6.5 million year over year increase in share-based compensation expense due to the 52% increase in the Company's share price during the first quarter of 2026. This was partially offset by a $2.9 million year over year increase on the gain on sale of property, plant and equipment following the sale of certain well servicing equipment in the United States in February 2026.

Exxon Mobil Corporation (NYSE: XOM) recently announced its Board of Directors has unanimously recommended shareholders approve changing the company's legal domicile from New Jersey to Texas. The Board concluded that aligning ExxonMobil's legal domicile with where its leadership and core operations have been based since 1989 will benefit shareholders.

"Over the past several years, Texas has made a noticeable effort to embrace the business community. In doing so, it has created a policy and regulatory environment that can allow the company to maximize shareholder value," said Darren Woods, ExxonMobil chairman and chief executive officer. "Aligning our legal home with our operating home, in a state that understands our business and has a stake in the company's success, is important."

In making its recommendation, the Board considered Texas' legal and regulatory environment, including its modernized business statutes and the Texas Business Court, which is designed to resolve complex disputes efficiently. When corporate decisions are challenged, Texas courts are required to apply clear, statute based standards, which support sound decision-making.

Chevron U.S.A. Inc., a subsidiary of Chevron Corporation (NYSE: CVX), recently announced the introduction of next-generation Techron®, a reformulated version of its proprietary gasoline additive designed to provide greater protection for engines from harmful deposits caused by lower quality fuels, supporting long-term engine performance.

Techron has been trusted by drivers for decades as part of Chevron- and Texaco-branded gasolines. The latest reformulation reflects Chevron's continued investment in fuel quality and scientific testing to help ensure its fuels meet the needs of today's engines and driving conditions.

"Fuel technology never stands still," said Andy Walz, president, Chevron Downstream, Midstream and Chemicals. "This new Techron formulation builds on what drivers already expect from our branded fuels – clean engines, reliable performance and confidence at the pump – while reinforcing our continued focus on science based innovation."

Brookfield Renewable Partners L.P. (NYSE: BEP) recently reported financial results for the three months ended March 31, 2026.

"We had a strong start to the year, delivering record financial results, advancing our growth priorities and strengthening our balance sheet. The quarter was highlighted by our acquisition of Boralex, a global, listed renewable platform with a significant operating base and a large, de-risked development pipeline that complements our existing business and where we are uniquely positioned to accelerate growth and create value," said Connor Teskey, CEO of Brookfield Renewable.

He added, "We also continue to increase our development activities, advance key workstreams to support new nuclear deployment at Westinghouse, and scale our capital recycling strategy, agreeing to sell nearly $3 billion of assets this quarter alone. Growing energy demand is now occurring alongside a renewed focus on energy security. In an environment with strong demand for low-cost, quick to market, and increasingly locally sourced energy, we are well positioned to deliver sustainable long-term cash flow growth for our investors."

DISCLAIMER: MarketNewsUpdates.com (MNU) is a third party publisher and news dissemination service provider, which disseminates electronic information through multiple online media channels. MNU is NOT affiliated in any manner with any company mentioned herein. MNU and its affiliated companies are a news dissemination solutions provider and are NOT a registered broker/dealer/analyst/adviser, holds no investment licenses and may NOT sell, offer to sell or offer to buy any security. MNU'S market updates, news alerts and corporate profiles are NOT a solicitation or recommendation to buy, sell or hold securities. The material in this release is intended to be strictly informational and is NEVER to be construed or interpreted as research material. All readers are strongly urged to perform research and due diligence on their own and consult a licensed financial professional before considering any level of investing in stocks.  All material included herein is republished content and details which were previously disseminated by the companies mentioned in this release. MNU is not liable for any investment decisions by its readers or subscribers. Investors are cautioned that they may lose all or a portion of their investment when investing in stocks. This press release was distributed on behalf of First Atlantic Nickel Corp. For current services performed MNU has been compensated twenty five hundred dollars for news coverage of the current press releases issued by First Atlantic Nickel Corp. by a non-affiliated third party. FNM & MNU HOLD NO SHARES OF ANY COMPANY NAMED IN THIS RELEASE.

This release contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E the Securities Exchange Act of 1934, as amended and such forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. "Forward-looking statements" describe future expectations, plans, results, or strategies and are generally preceded by words such as "may", "future", "plan" or "planned", "will" or "should", "expected," "anticipates", "draft", "eventually" or "projected". You are cautioned that such statements are subject to a multitude of risks and uncertainties that could cause future circumstances, events, or results to differ materially from those projected in the forward-looking statements, including the risks that actual results may differ materially from those projected in the forward-looking statements as a result of various factors, and other risks identified in a company's annual report on Form 10-K or 10-KSB and other filings made by such company with the Securities and Exchange Commission. You should consider these factors in evaluating the forward-looking statements included herein, and not place undue reliance on such statements. The forward-looking statements in this release are made as of the date hereof and MNU undertakes no obligation to update such statements.

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Roivant Sciences Ltd. (ROIV) Discusses Brepocitinib Program Expansion and Phase III Batoclimab Data Update Transcript

Posted by Defense World Staff on Apr 6th, 2026

Capricorn Fund Managers Ltd raised its stake in Roivant Sciences Ltd. (NASDAQ:ROIV – Free Report) by 124.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 445,500 shares of the company’s stock after buying an additional 247,000 shares during the quarter. Roivant Sciences accounts for about 2.3% of Capricorn Fund Managers Ltd’s portfolio, making the stock its 11th largest position. Capricorn Fund Managers Ltd owned approximately 0.06% of Roivant Sciences worth $9,667,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Jones Financial Companies Lllp raised its position in shares of Roivant Sciences by 226.0% in the 3rd quarter. Jones Financial Companies Lllp now owns 1,656 shares of the company’s stock valued at $25,000 after acquiring an additional 1,148 shares during the period. Allworth Financial LP grew its holdings in Roivant Sciences by 48.1% during the third quarter. Allworth Financial LP now owns 1,795 shares of the company’s stock valued at $27,000 after purchasing an additional 583 shares during the period. Bessemer Group Inc. grew its holdings in Roivant Sciences by 41.5% during the third quarter. Bessemer Group Inc. now owns 1,852 shares of the company’s stock valued at $28,000 after purchasing an additional 543 shares during the period. Osaic Holdings Inc. increased its stake in Roivant Sciences by 204.2% in the second quarter. Osaic Holdings Inc. now owns 5,783 shares of the company’s stock valued at $65,000 after purchasing an additional 3,882 shares in the last quarter. Finally, Aster Capital Management DIFC Ltd increased its stake in Roivant Sciences by 75.8% in the third quarter. Aster Capital Management DIFC Ltd now owns 4,405 shares of the company’s stock valued at $67,000 after purchasing an additional 1,900 shares in the last quarter. 64.76% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets A number of equities analysts have recently weighed in on the stock. Citigroup lifted their price target on shares of Roivant Sciences from $26.00 to $35.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Sanford C. Bernstein assumed coverage on Roivant Sciences in a research note on Friday, March 20th. They set an “outperform” rating and a $35.00 price objective on the stock. Guggenheim lifted their target price on Roivant Sciences from $28.00 to $30.00 and gave the stock a “buy” rating in a report on Monday, February 9th. Jefferies Financial Group reissued a “buy” rating on shares of Roivant Sciences in a research note on Tuesday, March 3rd. Finally, The Goldman Sachs Group increased their price target on Roivant Sciences from $24.00 to $33.00 and gave the stock a “buy” rating in a report on Monday, December 15th. Nine investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $29.50.

Get Our Latest Report on ROIV

Roivant Sciences Price Performance Roivant Sciences stock opened at $28.33 on Monday. The company has a 50 day moving average of $26.80 and a 200-day moving average of $22.28. Roivant Sciences Ltd. has a twelve month low of $8.73 and a twelve month high of $30.33. The stock has a market capitalization of $20.28 billion, a PE ratio of -24.21 and a beta of 1.20.

Insider Transactions at Roivant Sciences In other news, Director Daniel Allen Gold sold 425,000 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $26.67, for a total value of $11,334,750.00. Following the sale, the director directly owned 15,928,113 shares in the company, valued at $424,802,773.71. The trade was a 2.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Melissa B. Epperly sold 41,861 shares of the company’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $28.68, for a total value of $1,200,573.48. Following the transaction, the director directly owned 15,804 shares of the company’s stock, valued at $453,258.72. This represents a 72.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 4,782,086 shares of company stock worth $128,848,063. Company insiders own 10.80% of the company’s stock.

About Roivant Sciences (Free Report)

Roivant Sciences is a biopharmaceutical company focused on the development and commercialization of innovative therapies through a network of subsidiary businesses known as “Vants.” Founded in 2014, Roivant acquires or in-licenses clinical-stage assets that have progressed beyond proof of concept and seeks to advance them efficiently toward regulatory approval. By organizing each program into a dedicated subsidiary, the company aims to streamline decision-making, allocate resources more effectively, and accelerate development timelines.

The core activities of Roivant involve identifying promising drug candidates across a range of therapeutic areas, including neurology, rare diseases, immunology, oncology, and women’s health.

Further Reading Five stocks we like better than Roivant Sciences

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Posted by Defense World Staff on Apr 12th, 2026

Elevate Capital Advisors LLC cut its stake in shares of Roivant Sciences Ltd. (NASDAQ:ROIV – Free Report) by 31.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 77,545 shares of the company’s stock after selling 36,236 shares during the quarter. Elevate Capital Advisors LLC’s holdings in Roivant Sciences were worth $1,683,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in ROIV. Assenagon Asset Management S.A. grew its holdings in shares of Roivant Sciences by 11,507.5% during the 4th quarter. Assenagon Asset Management S.A. now owns 6,937,112 shares of the company’s stock valued at $150,535,000 after purchasing an additional 6,877,348 shares during the last quarter. Perceptive Advisors LLC bought a new stake in shares of Roivant Sciences during the 2nd quarter valued at approximately $37,546,000. Marshall Wace LLP grew its holdings in shares of Roivant Sciences by 316.5% during the 3rd quarter. Marshall Wace LLP now owns 3,978,001 shares of the company’s stock valued at $60,187,000 after purchasing an additional 3,022,851 shares during the last quarter. Orbimed Advisors LLC bought a new stake in shares of Roivant Sciences during the 2nd quarter valued at approximately $31,324,000. Finally, Rubric Capital Management LP grew its holdings in shares of Roivant Sciences by 14.7% during the 2nd quarter. Rubric Capital Management LP now owns 20,370,336 shares of the company’s stock valued at $229,574,000 after purchasing an additional 2,603,260 shares during the last quarter. 64.76% of the stock is owned by institutional investors.

Analyst Ratings Changes Several equities research analysts recently issued reports on the stock. Citigroup lifted their price target on shares of Roivant Sciences from $26.00 to $35.00 and gave the company a “buy” rating in a report on Tuesday, February 10th. Sanford C. Bernstein initiated coverage on shares of Roivant Sciences in a report on Friday, March 20th. They set an “outperform” rating and a $35.00 target price on the stock. Guggenheim boosted their target price on shares of Roivant Sciences from $28.00 to $30.00 and gave the stock a “buy” rating in a report on Monday, February 9th. Leerink Partners boosted their target price on shares of Roivant Sciences from $29.00 to $32.00 and gave the stock an “outperform” rating in a report on Monday, December 15th. Finally, Weiss Ratings lowered shares of Roivant Sciences from a “hold (c-)” rating to a “sell (d)” rating in a report on Monday, February 9th. Nine research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $29.50.

View Our Latest Stock Report on Roivant Sciences

Insider Activity In other news, insider Frank Torti sold 587,390 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $27.51, for a total value of $16,159,098.90. Following the transaction, the insider owned 13,736,547 shares in the company, valued at approximately $377,892,407.97. The trade was a 4.10% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Jennifer Humes sold 13,538 shares of the business’s stock in a transaction that occurred on Wednesday, April 8th. The stock was sold at an average price of $28.37, for a total transaction of $384,073.06. Following the completion of the transaction, the chief accounting officer owned 84,191 shares in the company, valued at $2,388,498.67. This trade represents a 13.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 4,795,624 shares of company stock worth $129,232,136. Company insiders own 10.80% of the company’s stock.

Roivant Sciences Price Performance ROIV opened at $28.21 on Friday. Roivant Sciences Ltd. has a fifty-two week low of $9.57 and a fifty-two week high of $30.33. The firm has a market capitalization of $20.19 billion, a price-to-earnings ratio of -24.11 and a beta of 1.20. The company’s 50 day moving average price is $27.40 and its two-hundred day moving average price is $22.69.

Roivant Sciences Company Profile (Free Report)

Roivant Sciences is a biopharmaceutical company focused on the development and commercialization of innovative therapies through a network of subsidiary businesses known as “Vants.” Founded in 2014, Roivant acquires or in-licenses clinical-stage assets that have progressed beyond proof of concept and seeks to advance them efficiently toward regulatory approval. By organizing each program into a dedicated subsidiary, the company aims to streamline decision-making, allocate resources more effectively, and accelerate development timelines.

The core activities of Roivant involve identifying promising drug candidates across a range of therapeutic areas, including neurology, rare diseases, immunology, oncology, and women’s health.

See Also Five stocks we like better than Roivant Sciences

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I believe my original bull case on Roivant Sciences has largely played out, with the stock up sharply since my initial coverage. Brepocitinib is clearly now becoming a broader immunology franchise across DM, NIU, CS, and LPP. ROIV also settled with Moderna regarding LNP, which adds to its already cash-rich balance sheet and supports its ongoing buybacks and pipeline.

BASEL, Switzerland and LONDON and NEW YORK, May 11, 2026 (GLOBE NEWSWIRE) -- Roivant (Nasdaq: ROIV) today announced that it will host a live conference call and webcast at 8:00 a.m. ET on Wednesday, May 20, 2026, to report its financial results for the fourth quarter and fiscal year ended March 31, 2026, and provide a business update.

Roivant Sciences Ltd. (ROIV - Free Report) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.

The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.

Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.

Therefore, the Zacks rating upgrade for Montes Archimedes Acquisition basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

For Montes Archimedes Acquisition, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.

Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for Montes Archimedes AcquisitionFor the fiscal year ending March 2026, this company is expected to earn -$1.07 per share, which is unchanged compared with the year-ago reported number.

Analysts have been steadily raising their estimates for Montes Archimedes Acquisition. Over the past three months, the Zacks Consensus Estimate for the company has increased 27.4%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Montes Archimedes Acquisition to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Roivant Sciences Ltd. (ROIV - Free Report) came out with a quarterly loss of $0.36 per share versus the Zacks Consensus Estimate of a loss of $0.26. This compares to a loss of $0.22 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -41.18%. A quarter ago, it was expected that this company would post a loss of $0.27 per share when it actually produced a loss of $0.24, delivering a surprise of +11.11%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Montes Archimedes Acquisition, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $2.52 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 8.56%. This compares to year-ago revenues of $7.57 million. The company has not been able to beat consensus revenue estimates over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Montes Archimedes Acquisition shares have added about 30% since the beginning of the year versus the S&P 500's gain of 7.4%.

What's Next for Montes Archimedes Acquisition?While Montes Archimedes Acquisition has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Montes Archimedes Acquisition was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.24 on $2 million in revenues for the coming quarter and -$0.58 on $131.57 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Biomedical and Genetics is currently in the bottom 45% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

VistaGen Therapeutics, Inc. (VTGN - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026.

This company is expected to post quarterly loss of $0.42 per share in its upcoming report, which represents a year-over-year change of +2.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

VistaGen Therapeutics, Inc.'s revenues are expected to be $0.5 million, up 5100% from the year-ago quarter.

Roivant Sciences Ltd. (ROIV) Q4 2025 Earnings Call Transcript

Roivant Sciences Ltd. (ROIV) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

Roivant Sciences Ltd. (ROIV) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript

Key Takeaways Intellia shares fell 4% despite the phase III data meeting all endpoints for lonvo-z in HAE.NTLA's lonvo-z cut HAE attacks by 87% vs. placebo, with 62% of patients attack-free in the study.Intellia began its rolling BLA submission, targeting completion in H2 2026 and a launch in 2027. Shares of Intellia Therapeutics (NTLA - Free Report) declined 4% on Monday despite positive top-line data from the global phase III HAELO clinical trial evaluating lonvo-z for the treatment of patients with hereditary angioedema (HAE). Lonvo-z is a one-time, outpatient CRISPR-based therapy designed to inactivate the KLKB1 gene, thereby reducing kallikrein and bradykinin levels.

Key Highlights of NTLA’s Phase III HAELO StudyThe phase III randomized, placebo-controlled HAELO study evaluated the safety and efficacy of a one-time 50-milligram dose of lonvo-z in patients aged 16 years and older with type I or type II HAE. Data from the study demonstrated that a one-time infusion of lonvo-z reduced HAE attacks by 87% compared with placebo over the six-month evaluation period. Patients treated with lonvo-z had a much lower average monthly attack rate (0.26) versus 2.10 in the placebo group.

The study met its primary endpoint. It also met all key secondary endpoints with strong statistical significance, including a notably higher proportion of patients who were completely free from both attacks and ongoing therapy (62% versus 11% with placebo). The treatment was well-tolerated, with mild-to-moderate side effects.

Hereditary angioedema (HAE) is a rare genetic disorder marked by recurrent, potentially life-threatening swelling caused by excess bradykinin.

However, it seems that investors were not impressed by the data reported by the company and its stock declined.

Year to date, shares of NTLA have risen 45% against the industry’s 1.2% decline.

Image Source: Zacks Investment Research

NTLA Initiates Rolling Submission of BLA for lonvo-zIn a separate press release, Intellia announced that it has begun a rolling submission of a biologics license application (BLA) to the FDA seeking approval for lonvo-z for the treatment of HAE.

The company expects to complete the BLA submission in the second half of 2026. If accepted, the FDA will determine whether the application qualifies for priority review and will set a target decision date. Intellia plans to commercially launch lonvo-z in the first half of 2027, as the world’s first in vivo CRISPR-based gene editing therapy, if approved.

NTLA’s Zacks Rank & Stocks to ConsiderIntellia Therapeutics currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the biotech sector are Catalyst Pharmaceuticals (CPRX - Free Report) , currently sporting a Zacks Rank #1 (Strong Buy), and Indivior Pharmaceuticals (INDV - Free Report) and ANI Pharmaceuticals (ANIP - Free Report) , which carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Over the past 60 days, estimates for Catalyst Pharmaceuticals’ 2026 earnings per share have risen from $2.59 to $2.87. Over the same period, EPS estimates for 2027 have surged from $3.01 to $3.25. CPRX shares have gained 25.5% year to date.

Catalyst Pharmaceuticals’ earnings beat estimates in each of the trailing four quarters, with the average surprise being 35.19%.

Over the past 90 days, estimates for Indivior Pharmaceuticals’ 2026 earnings per share have risen from $2.94 to $3.00. Over the same period, EPS estimates for 2027 have surged from $3.22 to $3.29. INDV shares have lost 4.4% year to date.

Indivior Pharmaceuticals’ earnings beat estimates in each of the trailing four quarters, with the average surprise being 74.53%.

Over the past 60 days, estimates for ANI Pharmaceuticals’ 2026 earnings per share have increased from $8.22 to $9.02. Over the same period, EPS estimates for 2027 have risen from $9.90 to $10.23. Year to date, shares of ANIP have gained 0.8%.

ANI Pharmaceuticals' earnings beat estimates in each of the trailing four quarters, with the average surprise being 22.21%.

April 29, 2026 07:00 ET  | Source: Intellia Therapeutics, Inc.

CAMBRIDGE, Mass., April 29, 2026 (GLOBE NEWSWIRE) -- Intellia Therapeutics, Inc. (Nasdaq: NTLA), a leading biopharmaceutical company focused on revolutionizing medicine leveraging CRISPR gene editing and other core technologies, today announced the pricing of an underwritten public offering of 16,744,187 shares of its common stock. The shares of common stock are being sold at a public offering price of $10.75 per share. The gross proceeds from the offering, before deducting underwriting discounts and commissions and offering expenses, are expected to be approximately $180 million, excluding any exercise of the underwriters' option to purchase additional shares. All of the securities in the offering are to be sold by Intellia. In addition, Intellia has granted the underwriters a 30-day option to purchase up to 2,511,628 additional shares of its common stock at the public offering price, less the underwriting discounts and commissions.

Jefferies, Goldman Sachs & Co. LLC and Citigroup are acting as joint book-running managers for the offering. The offering is subject to market and other conditions, and there can be no assurance as to whether or when the offering may be completed, or as to the actual size or terms of the offering.

The shares of common stock are being offered by Intellia pursuant to an automatic shelf registration statement on Form S-3ASR (File No. 333-275740) that was previously filed with the U.S. Securities and Exchange Commission (SEC) on November 24, 2023 and automatically became effective upon filing. A preliminary prospectus supplement relating to and describing the terms of the offering was filed with the SEC on April 27, 2026. The final prospectus supplement and accompanying prospectus relating to and describing the terms of the offering will be filed with the SEC and may be obtained, when available, from: Jefferies LLC by mail at Attn: Equity Syndicate Prospectus Department, 520 Madison Avenue, New York, NY 10022, by telephone at (877) 821-7388, or by email at [email protected]; Goldman Sachs & Co. LLC, Attention: Prospectus Department, 200 West Street, New York, NY 10282, by telephone at (866) 471-2526, or by email at [email protected]; or Citigroup, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717 (Tel: 800-831-9146).

This press release shall not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

About Intellia Therapeutics
Intellia Therapeutics, Inc. (Nasdaq: NTLA) is a leading clinical-stage biopharmaceutical company focused on revolutionizing medicine leveraging CRISPR gene editing and other core technologies. The company’s mission is to transform the lives of people with severe diseases by developing and commercializing potentially curative treatments. With deep scientific, technical and clinical development experience, Intellia aims to reset the standard for medicine by durably treating the root causes of disease.

Forward-Looking Statements
This press release contains “forward-looking statements” of Intellia Therapeutics, Inc. (“Intellia” or the “Company”) within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, but are not limited to, express or implied statements regarding Intellia’s beliefs and expectations regarding Intellia’s anticipated public offering; uncertainties related to market conditions and statements regarding the timing, size and expected proceeds of the anticipated offering; the safety, tolerability, efficacy, advancement and success of Intellia’s clinical programs; and Intellia’s ability to successfully execute its business and strategic plans, including the advancement, development and commercialization of its product candidates.

Any forward-looking statements in this press release are based on management’s current expectations and beliefs of future events and are subject to a number of risks and uncertainties that could cause actual results to differ materially and adversely from those set forth in or implied by such forward-looking statements. These risks and uncertainties include, but are not limited to: risks related to Intellia’s ability to protect and maintain its intellectual property position; risks related to valid third party intellectual property; risks related to Intellia’s relationship with third parties, including its licensors and licensees; risks related to the ability of its licensors to protect and maintain their intellectual property position; uncertainties related to regulatory agencies’ evaluation of regulatory filings and other information related to our product candidates, including nex-z; uncertainties related to the authorization, initiation and conduct of studies and other development requirements for our product candidates, including uncertainties related to regulatory approvals to conduct clinical trials; the risk that any one or more of Intellia’s product candidates will not be successfully developed and commercialized; the risk that the results of preclinical studies or clinical studies will not be predictive of future results in connection with future studies for the same product candidate or Intellia’s other product candidates; and risks related to Intellia’s reliance on collaborations, including that its collaboration with Regeneron Pharmaceuticals, Inc. will not continue or will not be successful. For a discussion of these and other risks and uncertainties, and other important factors, any of which could cause Intellia’s actual results to differ from those contained in the forward-looking statements, see the section entitled “Risk Factors” in Intellia’s most recent annual report on Form 10-K, as well as discussions of potential risks, uncertainties, and other important factors in Intellia’s other filings with the Securities and Exchange Commission, including its quarterly reports on Form 10-Q. All information in this press release is as of the date of the release, and Intellia undertakes no duty to update this information unless required by law.

Investor Contact:
Jason Fredette
Vice President, Investor Relations and Corporate Communications
Intellia Therapeutics, Inc.
[email protected]

Media Contact:
Mike Tattory
Vice President
LifeSci Communications
[email protected]

May 01, 2026 16:01 ET  | Source: Intellia Therapeutics, Inc.

CAMBRIDGE, Mass., May 01, 2026 (GLOBE NEWSWIRE) -- Intellia Therapeutics, Inc. (Nasdaq: NTLA), a leading biopharmaceutical company focused on revolutionizing medicine leveraging CRISPR gene editing and other core technologies, today announced that on May 1, 2026, it awarded inducement grants to 43 new employees under Intellia’s 2024 Inducement Plan, as amended, as a material inducement to employment.

The inducement grants consisted of time-based restricted stock units (“RSUs”) for an aggregate of 208,850 shares of Intellia’s common stock, with one-third of such RSUs vesting annually over three years. All equity vesting is subject to each employee’s continued service as an employee of, or other service provider to, Intellia through the applicable vesting dates.

All of the above-described awards were granted outside of Intellia’s stockholder-approved equity incentive plans pursuant to Intellia’s 2024 Inducement Plan, as amended, which was initially adopted by the board of directors in June 2024. These awards were approved by Intellia’s compensation committee as a material inducement to entering into employment with Intellia in accordance with Nasdaq Listing Rule 5635(c)(4).

About Intellia Therapeutics
Intellia Therapeutics, Inc. (Nasdaq: NTLA) is a leading clinical-stage biopharmaceutical company focused on revolutionizing medicine leveraging CRISPR gene editing and other core technologies. The company’s mission is to transform the lives of people with severe diseases by developing and commercializing potentially curative treatments. With deep scientific, technical and clinical development experience, Intellia aims to reset the standard for medicine by durably treating the root causes of disease. Learn more at intelliatx.com and follow us @intelliatx.

Investor Contact:
Jason Fredette
Vice President, Investor Relations and Corporate Communications
Intellia Therapeutics, Inc.
[email protected]

Media Contact:
Mike Tattory
Vice President
LifeSci Communications
[email protected]

Tuesday was a rough day for Shopify (SHOP +2.06%), Intellia Therapeutics (NTLA +1.23%), and GeneDX Holdings (WGS +12.28%) investors. All three growth stocks tumbled between 4% and 49%. As the market was selling off those once high-flying stocks, Cathie Wood was buying.

Wood's Ark Invest added to all three existing positions on Tuesday. They were the only three stocks Ark Invest bought during the trading day. Let's take a closer look at what could be drawing the founder and CEO of Ark Invest to buy into Shopify, Intellia Therapuetics, and GeneDX on the way down.

Image source: Getty Images.

1. Shopify Let's start with the good news. Shopify stock is nearly a 50-bagger since its IPO. It's even trading higher over the past year. However, the online marketplace operator is falling again after a poorly received financial update in which soft guidance ruined an otherwise solid performance.

Revenue rose 34% for the first quarter, fueled by a 35% jump in gross merchandise volume for the merchants leaning on Shopify's e-commerce solutions. Adjusted net income fared even better, surging 44%. Both ends of the income statement exceeded expectations, but a recurring theme this earnings season has been strong quarters tripped up by a cautionary near-term tone.

Today's Change

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2.06

%) $

2.23

Current Price

$

110.43

Now for the bad news. Shopify expects year-over-year revenue growth to decelerate in the current quarter. It's targeting an increase in the high twenties on a percentage basis. This is pretty much where Wall Street pros were anyway, but it dulls the excitement over the first quarter's 34% top-line jump.

It also doesn't help that Shopify isn't exactly cheap. Even after Tuesday's 16% slide, the stock is still trading for more than 50 times forward earnings. Thankfully, a high P/E ratio hasn't stopped Shopify before. It's still generating gobs of free cash flow, and its guidance for the new quarter should extend its streak of a double-digit free cash flow margin to 12 consecutive quarters.

This high-beta stock will remain volatile. Wood doesn't have a problem with that. She's buying as others are selling, and betting against Shopify hasn't been a winning trade for investors with long-term horizons.

Today's Change

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1.23

%) $

0.15

Current Price

$

12.35

2. Intellia Therapeutics Unlike the double-digit percentage hits for the other two stocks on Wood's shopping list on Tuesday, Intellia was limited to a 4% retreat. One of Wood's most popular gene-editing stocks, the developer of next-gen treatments based on CRISPR therapies is connecting with analysts.

Whitney Ijem at Canaccord boosted his firm's price target from $48 to $58 last week, encouraged by recent positive data from a phase 3 clinical trial of a promising treatment. He's not even the Street-high on the shares. One analyst thinks Intellia is headed to $95, a big deal for a stock trading in the low teens.

Today's Change

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12.28

%) $

6.67

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$

60.99

3. GeneDX Holdings One of Tuesday's biggest losers was GeneDX. Shares of the genomics company specializing in the diagnosis of rare diseases shed nearly half of their value after posting disappointing first-quarter results. A report has to be pretty bad for a stock to plunge 49% in a single trading day, so let's take a closer look.

Revenue rose 17% to $102.3 million through the first three months of this year. After seeing revenue soar 51% and then 40% in the past two years, analysts were holding out for a nearly 30% increase on the top line for the quarter. GeneDX's bread-and-butter exome and genome revenue rose a respectable 27%, but shortfalls elsewhere -- including its average reimbursement rates -- dragged overall results down. It also fell short of expectations on the bottom line.

This wasn't just a one-time fluke. GeneDX is resetting expectations. It now sees $475 million to $490 million in revenue for all of 2026, down from the $540 million to $555 million it was targeting earlier this year. After coming up short by $10 million on the top line in the first quarter, it's slashing the midpoint of its full-year outlook by $65 million. This appears to be a situation that will get worse instead of better in the near term.

Presented positive Phase 3 HAELO topline clinical data for lonvo-z in HAE; initiated rolling BLA submission; anticipate U. S. launch in first half of 2027 Recently resumed patient screening in MAGNITUDE and MAGNITUDE-2 Phase 3 clinical trials of nex-z in ATTR-CM and ATTRv-PN, respectively Including proceeds from underwritten public offering in April, existing cash resources expected to fund operations at least into 2028 CAMBRIDGE, Mass.

Key Takeaways NTLA posted a narrower Q1 loss as research and development costs fell, though revenues declined 9.5% y/y.NTLA resumed phase III nex-z studies after the FDA lifted clinical holds in ATTR-CM and ATTRv-PN.Intellia began a rolling FDA filing for lonvo-z after phase III data showed 87% fewer HAE attacks. Intellia Therapeutics (NTLA - Free Report) incurred first-quarter 2026 loss of 81 cents per share, narrower than the Zacks Consensus Estimate of a loss of 92 cents. In the year-ago quarter, the company had incurred a loss of $1.10 per share.

Intellia’s total revenues currently comprise only collaboration revenues. The company reported revenues of $15 million for the first quarter of 2026, which missed the Zacks Consensus Estimate of $16 million. Total revenues declined 9.5% year over year.

Year to date, shares of NTLA have surged 60.4% against the industry’s 2.7% decline.

Image Source: Zacks Investment Research

NTLA’s Q1 Results in DetailResearch and development expenses totaled $80.7 million, down 25.5% from the year-ago quarter’s figure. The decrease was due to lower employee-related expenses, stock-based compensation and reduced spending on research materials and contracted services.

General and administrative expenses in the first quarter were $34.8 million, up 20.1% year over year, primarily due to continued investments in building the company’s commercial infrastructure and higher legal expenses, partially offset by lower stock-based compensation.

As of March 31, 2026, Intellia had cash, cash equivalents and marketable securities worth $517.2 million compared with $605.1 million as of Dec. 31, 2025.

Following an underwritten public offering of common stock, the company expects its cash runway to support operations into 2028.

NTLA's Recent Pipeline UpdatesIntellia has collaborated with Regeneron Pharmaceuticals (REGN - Free Report) to develop its investigational in vivo genome-editing candidate, nexiguran ziclumeran (nex-z), which is being studied for two indications — ATTR amyloidosis with polyneuropathy (ATTRv-PN) and ATTR amyloidosis with cardiomyopathy (ATTR-CM).

In March, the FDA lifted the clinical hold on the investigational new drug application (IND) for the phase III MAGNITUDE study evaluating nex-z in patients with ATTR-CM.

Earlier this year, the FDA lifted the clinical hold on the IND application for the phase III study, MAGNITUDE-2, evaluating nex-z in patients with ATTRv-PN. Enrollment in this study is expected to be completed in the second half of 2026.

With the removal of the clinical hold, Intellia is now focusing on completing patient enrollment in both late-stage studies as promptly as possible.

In April, Intellia announced top-line data from the global phase III HAELO study evaluating lonvo-z, an in vivo CRISPR gene editing therapy, for the treatment of hereditary angioedema (HAE). The study met its primary endpoint and all key secondary endpoints.

The study demonstrated that a one-time infusion of lonvo-z reduced HAE attacks by 87% compared with placebo over the six-month evaluation period. Patients treated with lonvo-z had a much lower average monthly attack rate (0.26) versus 2.10 in the placebo group. Per data, the company initiated a rolling submission of a biologics license application (BLA) to the FDA seeking approval for lonvo-z for the treatment of HAE.

The company expects to complete the BLA submission in the second half of 2026. Intellia plans to commercially launch lonvo-z in the first half of 2027, as the world’s first in vivo CRISPR-based gene editing therapy, if approved.

NTLA’s Zacks Rank & Stocks to ConsiderIntellia currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the biotech sector are Amarin Corporation (AMRN - Free Report) and Indivior Pharmaceuticals (INDV - Free Report) , both currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Over the past 60 days, estimates for Amarin’s 2026 loss per share have narrowed from $7.01 to $6.36. Over the same period, loss per share estimates for 2027 have also narrowed from $5.50 to $4.64. AMRN shares have risen 7.6% year to date.

Amarin’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 50.02%.

Over the past 60 days, estimates for Indivior Pharmaceuticals’ 2026 earnings per share have increased from $3.03 to $3.35. Over the same period, EPS estimates for 2027 have risen to $3.69 from $3.46. INDV shares have risen 8.2% year to date.

Indivior Pharmaceuticals’ earnings beat estimates in each of the trailing four quarters, with the average surprise being 65.44%.