Track market-moving stories before they get noisy

, /PRNewswire/ -- Las Vegas Sands (NYSE: LVS) will participate in the 42nd Annual Bernstein Strategic Decisions Conference in New York, NY on Wednesday, May 27, 2026.

Mr. Patrick Dumont, Chairman and Chief Executive Officer, will participate in a discussion which is scheduled to begin at approximately 4:30 p.m. Eastern Time.

A webcast of the discussion will be available at www.investor.sands.com.  

About Sands (NYSE: LVS)

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SOURCE Las Vegas Sands Corp.

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.

Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are undervalued, leaving room for profits.

Luckily, Zacks has developed its own Style Scores system in an effort to find stocks with specific traits. Value investors will be interested in the system's "Value" category. Stocks with both "A" grades in the Value category and high Zacks Ranks are among the strongest value stocks on the market right now.

One company value investors might notice is Arrow Electronics (ARW - Free Report) . ARW is currently sporting a Zacks Rank #2 (Buy), as well as a Value grade of A. The stock has a Forward P/E ratio of 9.44. This compares to its industry's average Forward P/E of 16.55. Over the past year, ARW's Forward P/E has been as high as 11.05 and as low as 8.04, with a median of 9.71.

ARW is also sporting a PEG ratio of 0.46. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. ARW's PEG compares to its industry's average PEG of 0.83. Over the past 52 weeks, ARW's PEG has been as high as 0.55 and as low as 0.40, with a median of 0.49.

We should also highlight that ARW has a P/B ratio of 0.98. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. ARW's current P/B looks attractive when compared to its industry's average P/B of 2.34. ARW's P/B has been as high as 1.22 and as low as 0.78, with a median of 1.02, over the past year.

Value investors also love the P/S ratio, which is calculated by simply dividing a stock's price with the company's sales. This is a popular metric because sales are harder to manipulate on an income statement, so they are often considered a better performance indicator. ARW has a P/S ratio of 0.3. This compares to its industry's average P/S of 0.51.

Finally, we should also recognize that ARW has a P/CF ratio of 9.63. This metric focuses on a firm's operating cash flow and is often used to find stocks that are undervalued based on the strength of their cash outlook. This company's current P/CF looks solid when compared to its industry's average P/CF of 20.20. Over the past 52 weeks, ARW's P/CF has been as high as 11.55 and as low as 8.13, with a median of 10.03.

These figures are just a handful of the metrics value investors tend to look at, but they help show that Arrow Electronics is likely being undervalued right now. Considering this, as well as the strength of its earnings outlook, ARW feels like a great value stock at the moment.

Investors might want to bet on Arrow Electronics (ARW - Free Report) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.

The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this electronics maker, should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. This insight is at the core of our stock rating tool -- the Zacks Rank.

The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.

For Arrow Electronics, there has been strong agreement among the covering analysts in raising earnings estimates, which has helped push consensus estimates considerably higher for the next quarter and full year.

The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:

12 Month EPS

Current-Quarter Estimate RevisionsThe company is expected to earn $3.62 per share for the current quarter, which represents a year-over-year change of +49.0%.

The Zacks Consensus Estimate for Arrow Electronics has increased 56.18% over the last 30 days, as one estimate has gone higher compared to no negative revisions.

Current-Year Estimate RevisionsFor the full year, the company is expected to earn $15.11 per share, representing a year-over-year change of +37.1%.

The revisions trend for the current year also appears quite promising for Arrow Electronics, with two estimates moving higher over the past month compared to no negative revisions. The consensus estimate has also received a boost over this time frame, increasing 14.12%.

Favorable Zacks RankThanks to promising estimate revisions, Arrow Electronics currently carries a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.

Bottom LineArrow Electronics shares have added 15.8% over the past four weeks, suggesting that investors are betting on its impressive estimate revisions. So, you may consider adding it to your portfolio right away to benefit from its earnings growth prospects.

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Arrow Electronics (ARW - Free Report) New York-based Arrow Electronics Inc. is one of the world’s largest distributors of electronic components and enterprise computing products. Arrow provides one of the broadest product ranges in the electronic components and enterprise computing solutions distribution industries. Along with these, the company provides a wide range of value-added services to help customers reduce their marketing time, lower the total cost of ownership, introduce innovative products through demand creation opportunities and enhance their overall competitiveness.

ARW is a #1 (Strong Buy) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 12.39; value investors should take notice.

Two analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $3.02 to $16.26 per share. ARW boasts an average earnings surprise of +33.7%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, ARW should be on investors' short list.

Key Takeaways ARW's ECS sales jumped 39% in Q1 2026, driven by strong demand for AI and cloud infrastructure.AVT reported strong AI infrastructure growth, but gross margin fell 68 basis points in Q3 FY26.ARW is witnessing stronger upward EPS estimate revisions compared with AVT for 2026 and 2027. Avnet Inc. (AVT - Free Report) and Arrow Electronics Inc. (ARW - Free Report) are two of the world’s largest players operating in the electronic components industry. Avnet is engaged in the distribution of semiconductors and Interconnect, passive and electromechanical devices (IP&E) and provides supply chain management services. Arrow Electronics focuses on selling semiconductor products, IP&E components and IT hardware and software to original equipment manufacturers and electronics manufacturing services providers.

Both AVT and ARW play key roles in the global technology supply chain by helping manufacturers and businesses source semiconductors, electronic components and infrastructure solutions. However, from an investment point of view, one stock offers a more favorable outlook than the other right now. Let’s break down their fundamentals, growth prospects, market challenges and valuation to determine which stock offers a more compelling investment case.

The Case for AVT StockAvnet is benefiting from strong demand in AI infrastructure, networking and industrial markets. In the third quarter of fiscal 2026, the company reported revenues of $7.1 billion, up 34% year over year and 13% sequentially. Management stated that AI data center, networking and industrial markets were the biggest growth drivers during the third quarter. The company also delivered record sales of $6.67 billion in its Electronic Components business, which increased 34.7% year over year on the back of robust demand across most end markets.

AI-related demand is becoming a larger part of AVT’s business. In the third quarter of fiscal 2026, management stated that the company’s direct exposure to AI and data center customers has increased from around 5-7% previously to nearly 10-15% now. Most of this business is tied to Asia, especially Taiwan, where demand from hyperscalers and server customers remains strong. Networking demand also improved across regions, with the Americas showing strong growth during the third quarter.

The company is also benefiting from demand for components that support AI infrastructure. AI buildouts are increasing demand for products tied to power management, cooling systems, connectors, capacitors, resistors and sensors. This helped AVT’s interconnect, passive and electromechanical (IP&E) business grow 25% year over year in the third quarter.

However, one of the weaker areas in AVT’s third quarter was gross margin performance. AVT’s gross margin in the third quarter contracted 68 basis points year over year to 10.4%. A major problem is the growing dependence on Asia. Asia now contributes nearly half of AVT’s total revenues. The region usually operates at lower margins because pricing is highly competitive and customers buy in large volumes. As a result, as Asia becomes a larger part of the business, it puts pressure on AVT’s consolidated gross margins.

The Case for ARW StockArrow Electronics is witnessing strong growth in its Enterprise Computing Solutions (ECS) business on the back of strong demand for AI and cloud infrastructure. In the first quarter of 2026, ECS sales increased 39% year over year to $2.8 billion, while billings also rose 39% to $6.4 billion. Management stated growth was driven by cloud, AI, infrastructure software, cybersecurity and data intelligence demand. This shows that the company continues to benefit from rising enterprise spending on AI workloads and data center expansion.

Arrow Electronics also saw stronger demand for storage and computing products during the first quarter. Management stated that memory supply constraints encouraged customers to place orders earlier to secure product availability. Hyperscaler customers accelerated data center deployments into the first quarter, which supported ECS growth and increased supply chain services revenues. Arrow Electronics expects AI-related infrastructure demand to remain healthy through the rest of the year.

Another important factor is the diversified nature of the ECS business. The Hardware business contributes only about 25% of ECS revenues. The remaining contribution comes from software, cloud and infrastructure-related offerings. This reduces Arrow Electronics’ dependence on hardware demand alone and may help support more stable growth over time. If memory shortages continue, customers could shift more workloads toward public cloud solutions, which may further benefit ARW’s cloud business.

Arrow Electronics is also expanding its digital platform, Arrowsphere, which helps customers source, manage and scale cloud technologies. Management believes the platform supports recurring revenue growth and deeper customer relationships. While some of the growth in the first quarter benefited from extra shipping days and accelerated customer orders, ARW’s strong exposure to AI infrastructure, cloud and enterprise software markets could continue supporting ECS momentum in 2026.

AVT vs. ARW: Earnings Estimate TrendThe earnings estimate revision trend for the two companies reflects that analysts are turning more bullish toward ARW.

The Zacks Consensus Estimate for AVT’s 2026 and 2027 EPS is pegged at $5.12 per share and $7.30 per share, respectively. The estimates for 2026 and 2027 have been revised up by 4.1% and 3%, respectively, over the past seven days.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for ARW’s 2026 and 2027 EPS is pinned at $17.97 per share and $19.48 per share, respectively. The estimates for 2026 and 2027 have been revised up by 10.5% and 8.5%, respectively, over the past seven days.

Image Source: Zacks Investment Research

AVT vs. ARW: Price Performance and ValuationYear to date, shares of AVT and ARW have surged 73% and 88.7%, respectively.

AVT vs. ARW: YTD Price Return Performance
Image Source: Zacks Investment Research

Currently, AVT is trading at a forward sales multiple of 0.25X, lower than ARW’s forward sales multiple of 0.30X. ARW does seem pricey compared with AVT. However, ARW’s robust financial performance and stronger earnings estimate revisions justify its higher valuations.

AVT vs. ARW: Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research

Conclusion: ARW Has an Edge Over AVTBoth AVT and ARW are key players in the electronic components industry. However, AVT continues to face pressure on gross margins as Asia becomes a larger part of its revenue mix. In contrast, ARW is seeing strong results supported by rising AI and cloud spending, demand for its products remains strong, and earnings estimates are moving higher.

Currently, ARW sports a Zacks Rank #1 (Strong Buy), making the stock a clear winner over AVT, which has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Data analysis science and big data with AI technology. Analyst or Scientist uses a computer and dashboard for analysis of information on complex data sets on computer. Insights development engineer

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Artificial intelligence (AI) has been the driving force behind equity markets for some time now.

Each quarter we get rosy forecasts for future revenue potential and headlines that fuel the hype train.

But behind the headlines, lies the truth: AI is taking all the cash from the biggest names in the market. In fact, in just five quarters (2025 through 1Q26), Alphabet (GOOGL), Microsoft (MSFT), Meta (META), Amazon (AMZN), and Oracle (ORCL) burned a combined $563 billion in free cash flow (FCF).

Armed with the latest data from 1Q26 filings, I update my AI Winners and Losers series to show how AI is killing the cash flows and crushing the balance sheets of the biggest AI companies.

AI’s Cash IncineratorAs first noted in Danger Zone: The Losers in the AI Arms Race, the AI race has turned cash printing machines into huge cash incinerators.

Figure 1 shows the latest quarterly free cash flow figures, and the picture is clearer than it was in November 2025 and February 2026. Only Apple (AAPL) remains free cash flow positive.

All other AI giants burned billions in cash over the trailing-twelve-months (TTM).

Figure 1: TTM Free Cash Flow (FCF) of the Top Spenders in the AI Race

MORE FOR YOU

AI Spenders FCF TTM 1Q26

New Constructs, LLC

Due to fiscal years, Oracle data is the TTM ended February 28, 2026. Apple data is the TTM ended March 28, 2026. All other data is TTM ended March 31, 2026

From calendar 2015 through 1Q26, each of the companies in Figure 1 generated the following cumulative FCF:

Apple: $734 billionAlphabet: $259 billionMicrosoft: $63 billionMeta: ($19) billionOracle: ($182) billionAmazon: ($397) billionFigure 2 illustrates the recent decline in FCF between Apple and the rest of the AI spenders. Microsoft is particularly noteworthy. From calendar 2015-2022, Microsoft generated $174 billion cumulative FCF. From calendar 2023 through 1Q26, the company burned $111 billion in cumulative FCF.

Figure 2: Cumulative FCF of AI Spenders: 2015 – 1Q26

AI FCF Apple Vs Big Spenders

New Constructs, LLC

Due to fiscal years, Oracle data is from November 2015 through February 2026. Apple data is from December 26, 2015 through March 28, 2026. All other data is from December 31, 2015 through March 31, 2026

Decades of Cash Generation GoneThe cash burn is even more alarming when I analyze the group as a whole.

From 2015-2024, Apple, Amazon, Alphabet, Meta, Microsoft, and Oracle generated a combined $897 billion in cumulative FCF.

In calendar 2025 and 1Q26, those companies burned a combined $440 billion in FCF. Figure 3 illustrates the stark drop in FCF since 2024.

When I remove Apple, the combined cumulative FCF of Amazon, Alphabet, Meta, Microsoft, and Oracle from calendar 2015 through 1Q26 is actually -$277 billion. From 2015-2024, the cumulative FCF of these companies was $286 billion. In other words, from calendar 2025 through 1Q26, these five companies burned $563 billion in FCF.

AI wiped out many years of positive FCF generation, and we’re just getting started.

Figure 3: Combined Cumulative FCF of AI Spenders: 2015 – 1Q26

Combined Cumulative FCF of AI Spenders 2015-1Q26

New Constructs, LLC

Companies in the “Combined Cumulative FCF” analysis include Apple, Amazon, Alphabet, Meta, Microsoft, and Oracle.
Due to fiscal years, Oracle data is from November 2015 through February 2026. Apple data is from December 26, 2015 through March 28, 2026. All other data is from December 31, 2015 through March 31, 2026

Off-Balance Sheet Debt Continues to SoarIn my original analysis, I revealed that the true spending on AI emerges only fully when you look at the footnotes and find the off-balance sheet debt.

Not-yet-commenced leases are a new way to hide debt off the balance sheet post recent accounting rule changes (ASC 842 and IFRS 16). I find and include these lease obligations in my total debt and invested capital calculations to ensure I capture all the capital companies employ to generate revenue.

Since that original report, the liabilities associated with the AI race have soared even higher.

From calendar 2023 to calendar 1Q26, the value of not-yet-commenced leases at Apple, Alphabet, Amazon, Meta, Microsoft, and Oracle increased $671 billion.

Combined, these companies hold $823 billion in not-yet-commenced leases off-balance sheet, which is up from just $152 billion at the end of calendar 2023. See Figure 4.

Figure 4: Not-Yet-Commenced Leases: AI Spenders: 2023 – 1Q26

Not Yet Commenced Leases AI Spenders 2023-TTM1Q26

New Constructs, LLC

Due to fiscal years, Oracle’s data is from November 2023 through February 28, 2026. Apple’s data is from December 30, 2023 through March 28, 2026. All other data is from December 31, 2023 through March 31, 2026

I think most investors are unaware of the huge increase in liabilities for these companies, and as a result, are missing the huge drain on cash flows highlighted above.

The increase in not-yet-commenced leases in one quarter alone illustrates the speed at which AI spend is rising:

Figure 5: Not-Yet-Commenced Leases Rise in 1Q26

Not Yet Commenced Leases AI Spenders 2025-TTM1Q26

New Constructs, LLC

Due to fiscal years, Oracle’s data is from November 30, 2025 through February 28, 2026. All other data is from December 31, 2025 through March 31, 2026

We’re Going to Need a Bigger Fire Extinguisher to Put Out This FireIn an attempt to ease the massive cash burn, companies are laying off thousands of employees.

I pointed out how these corporate actions are just a band-aid, and not a long-term solution, in my report Shareholders Vs. Employees: The Next AI Tradeoff.

Since then, the layoffs have only accelerated.

“Amazon laying off about 14,000 corporate workers as it invests more in AI” – Oct 2025“Amazon laying off about 16,000 corporate workers in latest anti-bureaucracy push” – Jan 2026“Oracle cutting thousands in latest layoff round as company continues to ramp AI spending” – Mar 2026Meta to cut one in 10 jobs after spending billions on AI – Apr 2026Microsoft Offers Buyouts to About 7% of US Workers – Apr 2026Bloomberg noted the Meta and Microsoft layoffs were part of an effort to (emphasis added) “streamline operations and offset heavy spending on artificial intelligence.“

These cuts will no doubt free up some cash and allow each company to remain in the AI race a little longer.

However, they function more like a hand- held fire extinguisher on a five-alarm fire. There is a limit to how many employees a company can lay off before seeing diminishing returns. Without a change in AI spend, the cash burn looks as if it will force some major companies to quit or go bankrupt.

Diligence Drives AlphaLong before I provided a deep dive on the peril of top AI spenders, I scoured the market for undervalued AI stocks that were poised to win big in the AI boom.

Through this work, I found two companies:

Photronics (PLAB) – Photomasks & Microchips – October 19, 2023Arrow Electronics (ARW) – An AI/Semiconductor Stock that the Market Is Missing – July 10, 2024Since my original reports, PLAB and ARW are up 180% and 60%, respectively, and have outperformed the S&P 500 by 105% and 27%, respectively.

Meanwhile, since I first warned about Oracle and its weak standing in the AI race on November 10, 2025, the stock is down 17%.

Since that warning, PLAB is up 144%, ARW is up 77%, and the S&P 500 is up 8%.

Superior fundamental data doesn’t just identify potential risks, it also finds winners in a crowded market.

Figure 6 shows the performance of PLAB, ARW, and ORCL since I published my reports on each.

Figure 6: Performance of AI Picks: Through May 8, 2026

AI Picks Performance PLAB vs. ARW vs. ORCL

New Constructs, LLC

On May 20, 2026, Arrow Electronics Inc ARW shares rose 4.0% today, currently priced at $214.45. Over the past year, the stock has experienced significant volatility, with a 52-week range of $101.79 to $215.68.

GF Value™ verdict: Current price of $214.45 is 45.9% above GF Value™ of $146.95, indicating overvaluation.GF Score™: 85/100, reflecting a strong overall performance based on key financial metrics.Most notable signal: Insiders have sold $0.7M worth of stock in the last three months, with no buying activity. Is ARW Overvalued or Undervalued? According to the GF Value™, Arrow Electronics Inc is currently overvalued, with a significant gap between its current stock price of $214.45 and the estimated fair value of $146.95. This represents a 45.9% overvaluation, suggesting that the stock may not provide a sufficient margin of safety for potential investors. The GF Valuation label indicates that the stock is classified as "Significantly Overvalued," which raises concerns about potential downside risk if the market corrects itself in the future.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. When a stock is deemed overvalued, it poses a risk as market corrections can lead to price declines, making it essential for potential investors to remain cautious.

How Does ARW's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 15.3x 9.7x Forward P/E 10.8x N/A The current P/E (TTM) of 15.3x is 58% above its 5-year median P/E of 9.7x, indicating that the stock is trading well above its historical valuation. This elevated P/E aligns with the GF Value™ verdict of being overvalued, suggesting that the stock's current price may not be justified based on its historical earnings performance.

What Does ARW's GF Score™ Tell Us? Metric Rating GF Score™ 85/100 Financial Strength 6/10 Profitability 7/10 Growth 8/10 Valuation 5/10 Momentum 9/10 The GF Score™ of 85/100 indicates a strong overall performance, particularly in areas such as Growth (8/10) and Momentum (9/10). However, the Valuation rank of 5/10 suggests that the stock may not be priced appropriately relative to its intrinsic value, aligning with the GF Value™ assessment of overvaluation. Financial Strength at 6/10 indicates moderate stability, while Profitability at 7/10 reflects relatively healthy margins.

What Are Insiders Doing with ARW Stock? In recent months, insider activity has been predominantly selling-oriented, with insiders selling a total of $0.7 million worth of shares and no buying activity recorded. This pattern may suggest a lack of confidence among insiders regarding the stock's future price performance or possibly a strategy to capitalize on the current high valuation. Such selling activity can sometimes serve as a cautionary signal for external investors.

Given the absence of buying activity from insiders, it raises questions about their outlook on the company's future growth and financial performance.

What This Means for Investors Based on the analysis of GF Value™, Arrow Electronics Inc appears to be overvalued at its current price of $214.45 compared to the fair value estimate of $146.95. This significant discrepancy indicates that cautious investors may want to consider the risks associated with investing in a stock that is trading at such a premium.

For the complete analysis, visit the Arrow Electronics Inc ARW stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is ARW's GF Score™?

ARW's GF Score™ is 85/100, indicating a strong overall performance based on financial metrics that have historically led to higher long-term returns.

Is ARW overvalued or undervalued?

ARW is currently overvalued, with a GF Value™ estimate of $146.95 compared to its current price of $214.45, indicating a significant potential downside.

What is ARW's P/E ratio?

ARW's P/E (TTM) ratio is 15.3x, which is 58% higher than its 5-year median P/E of 9.7x, suggesting the stock is trading above its historical valuation levels.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Arrow Electronics (ARW - Free Report) New York-based Arrow Electronics Inc. is one of the world’s largest distributors of electronic components and enterprise computing products. Arrow provides one of the broadest product ranges in the electronic components and enterprise computing solutions distribution industries. Along with these, the company provides a wide range of value-added services to help customers reduce their marketing time, lower the total cost of ownership, introduce innovative products through demand creation opportunities and enhance their overall competitiveness.

ARW is a #1 (Strong Buy) on the Zacks Rank, with a VGM Score of A.

Momentum investors should take note of this Computer and Technology stock. ARW has a Momentum Style Score of A, and shares are up 15% over the past four weeks.

Three analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $4.73 to $17.97 per share. ARW boasts an average earnings surprise of +33.7%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ARW should be on investors' short list.

On June 02, 2026, Arrow Electronics Inc ARW shares rose 5.0% today, closing at $228.40. Over the last week, shares have increased by 2.4%, and over the past month, the stock has surged by 23.8%. The stock has seen significant movement over the past year, with a staggering year-to-date increase of 107.3% and a 52-week range of $101.79 to $231.63.

GF Value™ verdict: Current price of $228.40 vs GF Value of $148.09 indicates a 54.2% overvaluation.GF Score™ of 81/100 suggests a strong investment potential.Notable signal: Insiders sold $5.8M in shares over the last 3 months, indicating a lack of confidence. Is ARW Overvalued or Undervalued? According to the GF Value™, Arrow Electronics Inc ARW is significantly overvalued, with its current price of $228.40 standing in stark contrast to the estimated fair value of $148.09. This represents a margin of safety of 54.2% for investors who might be looking for a more reasonably priced entry point. The GF Valuation label confirms this assessment, indicating that the stock is trading well above its intrinsic value.

This overvaluation raises several risks for potential investors. If the stock fails to meet the high expectations currently priced into it, there could be a significant correction. Conversely, if ARW manages to maintain its momentum and deliver strong financial performance, it may justify its current price, but the inherent risk remains for those considering an investment at this elevated valuation level. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

How Does ARW's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 16.3x 9.7x Forward P/E 11.5x N/A The current P/E ratio of 16.3x is 69% above its 5-year median P/E of 9.7x. This analysis suggests that ARW is trading above its historical valuation levels, which aligns with the GF Value™ verdict of being significantly overvalued. Investors should consider the implications of this elevated P/E ratio in the context of potential future earnings growth.

What Does ARW's GF Score™ Tell Us? The GF Score™ ranks stocks from 0 to 100 based on five key aspects: Financial Strength, Profitability, Growth, Valuation, and Momentum. Stocks with higher GF Score™ values have been found to generate higher long-term returns (backtested 2006-2021).

Metric Rating GF Score™ 81 Financial Strength 6/10 Profitability 7/10 Growth 8/10 Valuation 3/10 Momentum 9/10 The strong GF Score™ of 81/100 indicates a solid investment profile. The highest scores are in Growth (8/10) and Momentum (9/10), suggesting that the company has potential for strong performance and positive price trends. However, the Valuation score of 3/10 is a significant concern, indicating that the current price may not be justified by the underlying fundamentals, which can pose risks to investors.

What Are Insiders Doing with ARW Stock? In the last three months, insiders have sold $5.8 million worth of Arrow Electronics Inc ARW shares without any reported buying activity. This trend of selling may reflect a lack of confidence among insiders regarding the stock’s future performance, especially given the significant overvaluation identified by the GF Value™. Investors often interpret such selling as a potential red flag, warranting closer scrutiny of the company’s fundamentals and market conditions.

What This Means for Investors Based on the analysis, Arrow Electronics Inc ARW is currently overvalued according to GF Value™, which suggests that the stock price is not justified by its intrinsic value. Potential investors should proceed with caution given the significant overvaluation and the insider selling activity.

For the complete analysis, visit the Arrow Electronics Inc ARW stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is ARW's GF Score™?

ARW has a GF Score™ of 81/100, indicating a strong potential for long-term returns based on key financial metrics.

Is ARW overvalued or undervalued?

ARW is currently overvalued, with a GF Value™ of $148.09 compared to its current price of $228.40.

What is ARW's P/E ratio?

ARW's P/E ratio is 16.3x, which is significantly higher than its historical median P/E of 9.7x, suggesting the stock is trading above its historical valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Investors generally consider a stock's 52-week high a good criterion for an entry or exit point. Stocks touching new 52-week highs are often predisposed to profit-taking, resulting in pullbacks and trend reversals.

Moreover, given the high price, investors often wonder if the stock is overpriced. While the speculation is not completely baseless, not all stocks hitting a 52-week high are necessarily overpriced.

Investors might lose out on top gainers in an attempt to avoid the steep prices.

Stocks such as Bandwidth (BAND - Free Report) , Chord Energy Corporation (CHRD - Free Report) , Arrow Electronics (ARW - Free Report) and Cimpress (CMPR - Free Report) are expected to maintain their momentum and keep scaling new highs. More information on a stock is necessary to determine whether there is scope for further upside.

Here, we discuss a strategy to find the right stocks. The technique borrows from the basics of momentum investing and bets on “buy high, sell higher.”

Many times, stocks that hit a 52-week high fail to scale higher despite having potential. This is because investors fear that the stocks are overvalued and expect the price to crash.

Overvaluation is natural for most of these stocks as investors’ focus (or willingness to pay the premium) has helped them reach this level. But that does not always indicate an impending decline. Factors such as robust sales, surging profit levels, earnings growth prospects and strategic acquisitions, which encouraged investors to bet on these stocks, could keep them motivated if there are no tangible negatives. In other words, the momentum might continue.

Also, when a string of positive developments dominates the market, investors find their underreaction unwarranted, even if there are no company-specific driving forces.

We ran a screen to zero in on 52-week high stocks (trading near the high level) that hold tremendous upside potential. The screen includes parameters to shortlist stocks with strong earnings growth expectations, sturdy value metrics and price momentum.

Moreover, the screen filters stocks that are relatively undervalued compared to their peers in terms of earnings and sales, ensuring the continuation of their rally for some time.

Current Price/52 Week High >= .80: This is the ratio between the current price and the highest price at which the stock has traded in the past 52 weeks. A value greater than 0.8 implies the stock is trading within 20% of its 52-week high range.

% Change Price – 4 Weeks > 0: This ensures that the stock price has moved north over the past four weeks.

% Change Price – 12 Weeks > 0: This metric guarantees a continued upward price momentum for the stock over the past three months as well.

Price/Sales <= XIndMed: The lower, the better.

P/E using F(1) Estimate <= XIndMed: This metric measures the amount an investor puts into a company to obtain one dollar of earnings. It narrows down the list of stocks to those that are undervalued compared to the industry.

One-Year EPS Growth F(1)/F(0) >= XIndMed: This helps choose stocks that have higher growth rates than the industry. This is a meaningful indicator, as decent earnings growth adds to investor optimism.

Zacks Rank =1: No screening is complete without the Zacks Rank, which has proved its worth since its inception. It is a fundamental truth that stocks with a Zacks Rank #1 (Strong Buy) have always managed to brave adversities and beat the market average. You can see the complete list of today’s Zacks #1 Rank stocks here.

Current Price >= 5: This parameter will help screen stocks that are trading at $5 or higher.

Volume – 20 days (shares) >= 100000: The inclusion of this metric ensures that there is a substantial volume of shares, so trading is easier.

Here are our four picks out of the 24 stocks that made it through the screen:

Bandwidth presents a compelling near-term investment opportunity, anchored by accelerating fundamentals. It posted first-quarter 2026 record revenues of $209 million, up 20% year over year. Adjusted EBITDA was $26 million, up 17%. Both revenues and EBITDA exceeded the guidance. The company consequently raised its full-year 2026 revenue outlook to $880–$900 million, with adjusted EBITDA of $119–$125 million. AI-driven platform adoption is gaining real traction, most notably with Salesforce selecting Bandwidth to power voice and messaging for its Agentforce Contact Center. Multiple million-dollar-plus enterprise wins in financial services reinforce demand. In April 2026, Bandwidth was named a leader in the inaugural IDC MarketScape for Communications Engagement Platforms. Disciplined balance-sheet management, including convertible debt retirement and share repurchases, adds further conviction.

The stock has returned 381.6% in the past six months. It has a trailing four-quarter earnings surprise of 8.06%, on average.

Chord Energy presents a compelling near-term investment case grounded in solid operational fundamentals. Its first-quarter 2026 oil volumes of 158.0 MBopd surpassed the high end of guidance, prompting management to raise 2026 oil volume expectation by 2 MBopd to 161 MBopd with capital expenditure held flat at a $1.4 billion midpoint. The company's inaugural four-mile DSU lateral development — the Toonie five-well pad — was completed on time and on budget, with ~40% of 2026 Turned-In-Lines (TILs) planned as four-mile wells. Production enhancement initiatives, including AI-driven artificial lift optimization and dual-fuel frac fleets, are expected to grow volumes with minimal cost increases. The 2026 guidance targets approximately $3.1 billion in adjusted EBITDA and $1.4 billion in adjusted free cash flow, backed by $2.2 billion in liquidity.

This stock has returned 42.1% in the past six-month period. It delivered a trailing four-quarter earnings surprise of 11.41%, on average.

Arrow Electronics appears well-positioned for continued near-term momentum following a strong first-quarter 2026. Consolidated sales of $9.5 billion rose 39% year over year and surpassed the high end of its own guidance. Both Global Components ($6.64B, +39%) and Enterprise Computing Solutions ($2.83B, +39%) delivered broad-based growth across Americas, EMEA, and Asia-Pacific geographies. The company generated $700 million in operating cash flow during the quarter.

Management's second-quarter 2026 guidance projects consolidated sales of $9.15B–$9.75B, with continued EPS expansion anticipated. A freshly authorized $1 billion share repurchase program, effective May 12, 2026, signals the board’s confidence in ARW's financial strength. The May integration of Chip One Stop's e-commerce operations into arrow.com deepens Arrow's omnichannel capabilities in Japan, broadening its go-to-market reach.

This stock has surged 94.5% in the past six-month period. It has a trailing four-quarter earnings surprise of 33.71%, on average.

Cimpress is gaining fundamental ground across its key business segments. In third-quarter fiscal 2026, reported in April, it delivered 12% revenue growth and adjusted EBITDA of $100.5 million. This was the first time this metric topped $100 million in a third quarter and was up 11% year over year. Management raised full-year fiscal 2026 guidance for the second time, now targeting 9%–10% revenue growth and at least $465 million in adjusted EBITDA. VistaPrint's variable gross profit per customer grew 13% in the fiscal third quarter, its 13th consecutive quarter of gains, driven by elevated product adoption. The May 2026 acquisition of SAXOPRINT and viaprinto — generating €89.6 million in 2025 revenues — is projected to deliver returns well above 20%. Management targets at least $600 million in fiscal 2028 adjusted EBITDA with net leverage below 2.0x.

This stock has gained 34.6% in the past six months. It has a trailing four-quarter earnings surprise of 21.52%, on average.

NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Organon & Co. (NYSE: OGN) to Sun Pharmaceutical Industries Limited. Under the terms of the proposed transaction, shareholders of Organon will receive $14.00 in cash for each share of Organon that they own. KSF is seeking to determine whether this consideration and the process that led to it.

JERSEY CITY, N.J.--(BUSINESS WIRE)--Organon (NYSE: OGN) today announced its results for the first quarter ended March 31, 2026. First Quarter 2026 Revenue in $ millions   Q1 2026   Q1 2025   VPY   VPY ex-FX Women's Health   $ 389   $ 463   (16)%   (19)% General Medicines                 Biosimilars     173     141   23%   21% Established Brands     880     887   (1)%   (7)% Other (1)     18     22   (15)%   (21)% Revenue   $ 1,460   $ 1,513   (4)%   (9)%     Totals may not foot due to rounding.

For the quarter ended March 2026, Organon (OGN - Free Report) reported revenue of $1.46 billion, down 3.5% over the same period last year. EPS came in at $0.71, compared to $1.02 in the year-ago quarter.

The reported revenue represents a surprise of -0.48% over the Zacks Consensus Estimate of $1.47 billion. With the consensus EPS estimate being $0.83, the EPS surprise was -14.87%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Organon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenue- Established Brands- U.S.- Respiratory- Other: $11 million versus the three-analyst average estimate of $9.57 million. The reported number represents a year-over-year change of +10%.Revenue- Women's Health- Int'l- Nexplanon/Implanon NXT: $74 million compared to the $78.51 million average estimate based on three analysts. The reported number represents a change of +2.8% year over year.Revenue- Women's Health- U.S.- NuvaRing: $6 million versus the three-analyst average estimate of $3.51 million. The reported number represents a year-over-year change of 0%.Revenue- Women's Health- Int'l- Follistim AQ: $39 million versus $35.59 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +14.7% change.Revenue- Women's Health- Nexplanon/Implanon NXT: $201 million compared to the $219.22 million average estimate based on three analysts. The reported number represents a change of -19% year over year.Revenue- Established Brands Total: $880 million versus $868.4 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -0.8% change.Revenue- Women's Health- NuvaRing: $24 million versus $19.75 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.1% change.Revenue- Women's Health- Follistim AQ: $61 million versus $67.09 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -11.6% change.Revenue- Biosimilars Total: $173 million compared to the $163.68 million average estimate based on three analysts. The reported number represents a change of +22.7% year over year.Revenue- Women?s Health Total: $389 million versus the three-analyst average estimate of $413.45 million. The reported number represents a year-over-year change of -16%.Revenue- Other Total: $18 million versus $22.43 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -18.2% change.Revenue- Biosimilars- Renflexis: $57 million versus the three-analyst average estimate of $52.32 million. The reported number represents a year-over-year change of 0%.View all Key Company Metrics for Organon here>>>

Shares of Organon have returned +117.3% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

NEW YORK, May 05, 2026 (GLOBE NEWSWIRE) --

Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the “M&A Class Action Firm”), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2025 ISS Securities Class Action Services Report. We are headquartered at the Empire State Building in New York City and are investigating

Organon & Co. (NYSE: OGN) related to its sale to Sun Pharmaceuticals Industries Limited. Under the terms of the proposed transaction, Organon shareholders will receive $14.00 per share in cash.
Click here for more information https://monteverdelaw.com/case/organon-co/. It is free and there is no cost or obligation to you.

Miluna Acquisition Corp. (NASDAQ: MMTX) related to its merger with CADV Ventures S.A.
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Veris Residential, Inc. (NYSE: VRE) related to its sale to an investor consortium led by Affinius Capital in partnership with Vista Hill Partners. Under the terms of the proposed transaction, Veris shareholders are expected to receive $19.00 per share in cash.
ACT NOW. The Shareholder Vote is scheduled for May 21, 2026.

Click here for more information https://monteverdelaw.com/case/veris-residential-inc/. It is free and there is no cost or obligation to you.

Esquire Financial Holdings, Inc. (NASDAQ: ESQ) related to its merger with Signature Bancorporation.
ACT NOW. The Shareholder Vote is scheduled for June 23, 2026.

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NOT ALL LAW FIRMS ARE THE SAME. Before you hire a law firm, you should talk to a lawyer and ask:

Do you file class actions and go to Court?When was the last time you recovered money for shareholders?What cases did you recover money in and how much?
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Our firm litigates and has recovered money for shareholders…and we do it from our offices in the Empire State Building. We are a national class action securities firm with a successful track record in trial and appellate courts, including the U.S. Supreme Court. 

No company, director or officer is above the law. If you own common stock in the above listed company and have concerns or wish to obtain additional information free of charge, please visit our website or contact Juan Monteverde, Esq. either via e-mail at [email protected] or by telephone at (212) 971-1341.

Contact:
Juan Monteverde, Esq.
MONTEVERDE & ASSOCIATES PC
The Empire State Building
350 Fifth Ave. Suite 4740
New York, NY 10118
United States of America
[email protected]
Tel: (212) 971-1341

Attorney Advertising. (C) 2026 Monteverde & Associates PC. The law firm responsible for this advertisement is Monteverde & Associates PC (www.monteverdelaw.com). Prior results do not guarantee a similar outcome with respect to any future matter.

VANCOUVER, BC / ACCESS Newswire / May 6, 2026 / (TSXV:OGN)(OTCQB:OGNNF) Orogen Royalties Inc. ("Orogen" or the "Company") is pleased to announce the appointment of Mr. Chad Wells to the Company's Board of Directors.

Mr. Wells is an experienced executive and geologist with over 25 years of multi-commodity expertise in the natural resources sector. Most recently, Chad was Vice President of Altius Minerals Corporation, where he played a key role in the development and commercialization of Altius' project generation platform. During his time at Altius, the business grew from an early-stage exploration company into a diversified mineral royalty company with a current market capitalization of approximately $3 billion. Mr. Wells brings extensive experience in structuring exploration agreements, creating royalty portfolios, and generating significant value through disciplined capital allocation. His background includes involvement in the acquisition and origination of numerous projects and royalties, as well as the co-founding and development of several publicly listed exploration companies.

Orogen CEO Paddy Nicol commented, "Chad has had a successful career in creating value for shareholders in the project generation and royalty space and he will bring a unique and complementary perspective to Orogen's board. His knowledge of markets, structuring transactions and negotiations will help bolster the strategic guidance of the Company. We welcome Chad to our board and look forward to working with him."

Chad Wells commented, "I'm very pleased to be joining the Board of Directors of Orogen Royalties. Orogen's disciplined approach to project generation and organic royalty creation strongly aligns with the philosophy I've worked within throughout my career. I look forward to working with a great team I know well and contributing to the Company's continued growth."

As part of Mr. Wells' compensation, the Board has agreed to grant 55,000 incentive stock options at a price of $3.34 for a period of five years. The foregoing subject to regulatory acceptance.

About Orogen Royalties Inc.

Orogen Royalties is focused on organic royalty creation and royalty acquisitions on precious and base metal discoveries in western North America. The Company's royalty portfolio includes the Ermitaño gold and silver Mine in Sonora, Mexico (2.0% NSR royalty) operated by First Majestic Silver Corp. The Company is well financed with several projects actively being developed by joint venture partners.

On Behalf of the Board
OROGEN ROYALTIES INC.

Paddy Nicol
President & CEO

To find out more about Orogen, please contact Paddy Nicol, President & CEO at 604-248-8648, and Marco LoCascio, Vice President, Corporate Development at 604-248-8648. Visit our website at www.orogenroyalties.com.

Orogen Royalties Inc.
1015 - 789 West Pender Street
Vancouver, BC
Canada V6C 1H2
[email protected]

Forward Looking Information

This news release includes certain statements that may be deemed "forward looking statements". All statements in this presentation, other than statements of historical facts, that address events or developments that Orogen Royalties Inc. (the "Company") expect to occur, are forward looking statements. Forward looking statements are statements that are not historical facts and are generally, but not always, identified by the words "expects", "plans", "anticipates", "believes", "intends", "estimates", "projects", "potential" and similar expressions, or that events or conditions "will", "would", "may", "could" or "should" occur.

Although the Company believe the expectations expressed in such forward-looking statements are based on reasonable assumptions, such statements are not guarantees of future performance and actual results may differ materially from those in the forward-looking statements. Factors that could cause the actual results to differ materially from those in forward looking statements include market prices, exploitation and exploration successes, and continued availability of capital and financing, and general economic, market or business conditions.

Investors are cautioned that any such statements are not guarantees of future performance and actual results or developments may differ materially from those projected in the forward-looking statements. Forward-looking statements are based on the beliefs, estimates and opinions of the Company's management on the date the statements are made. Except as required by securities laws, the Company undertakes no obligation to update these forward-looking statements in the event that management's beliefs, estimates or opinions, or other factors, should change.

SOURCE: Orogen Royalties Inc

Organon (NYSE: OGN), a global healthcare company with a mission to deliver impactful medicines and solutions for a healthier every day, will present data across women’s health, biosimilars, dermatology, and neurology at ISPOR 2026, the leading global scientific conference hosted by the International Society for Pharmacoeconomics and Outcomes Research. The conference, focused on health economics and outcomes research, will take place May 17-20, 2026, in Philadelphia, Pennsylvania.

Across 8 accepted abstracts, the data reflect Organon’s commitment to generating real-world evidence—rooted in lived experiences—that can help inform healthcare decision-making and improve health outcomes across a range of therapeutic areas.

“Health economics and outcomes research is critical to ensuring the right treatments reach patients and that health systems can sustain this approach over time,” said Juan Camilo Arjona Ferreira, MD, Head of R&D and Chief Medical Officer at Organon. “At ISPOR 2026, Organon is proud to share research findings about the budget impact, referral patterns, and real-world evidence of treatments for contraception, dermatology, and neurology conditions—each grounded in evidence that puts patient and provider perspectives at the center.”

Key data from Organon’s portfolio to be presented include:

An examination of the cost-effectiveness and budget impact of NEXPLANON® (etonogestrel implant) 68 mg Radiopaque in Brazil, including analyses that incorporate real-world utilization data and private payer perspectives. A budget impact analysis of VTAMA® (tapinarof) cream, 1%, for the treatment of atopic dermatitis in adult and pediatric patients (2 years of age and older) from a U.S. Medicaid plan perspective. Analyses related to POHERDY® (pertuzumab-dpzb) 420 mg/14 mL injection for intravenous use in certain HER2-positive breast cancer, as well as a real-world budget impact analysis of biosimilar adoption in a mid-sized Brazilian health maintenance organization. An exploration of real-world referral patterns and healthcare utilization among patients with headache disorders in the United Kingdom, contributing to a better understanding of patient pathways and healthcare resource use in neurology. Details on the abstracts noted above and additional presentations (including dates and times) can be found below. See below for full product information, including indication and selected safety information.

Date and Time (all times listed in EDT)

Abstract Name

Monday, May 18, 2026 | Poster Session 1 | 10:30 AM-1:30 PM

12:30 PM-1:30 PM: EE71 – Management Based on the Institutionalization of Health Technology Assessment (HTA): The Case of the Etonogestrel Subdermal Implant in a Brazilian Private Health Insurance Plan12:30 PM-1:30 PM: EE57 – Budget Impact and Cost Calculator Model for POHERDY® (pertuzumab-dpzb) in the Treatment of HER2-Positive Breast Cancer Monday, May 18, 2026 | Poster Session 2 | 4:00 PM-7:00 PM

6:00 PM-7:00 PM: EE174 – Cost-Effectiveness and Budget Impact of the Etonogestrel Subdermal Contraceptive Implant in Brazil6:00 PM-7:00 PM: EE100 – Real-World Budget Impact Analysis of Biosimilar Adoption in a Mid-Sized Brazilian Health Maintenance Organization6:00 PM-7:00 PM: EE172 – Cost-Effectiveness and Budget Impact of the Etonogestrel Subdermal Implant Incorporating Real-World Utilization Data from a Large Brazilian Private Health Insurer6:00 PM-7:00 PM: HSD27 – Patient Characteristics and Utilization of Adalimumab-bwwd in the U.S. Department of Veterans Affairs Population Tuesday, May 19, 2026 | Poster Session 4 | 4:00 PM-7:00 PM

6:00 PM-7:00 PM: EE412 – Budget Impact of Introducing Tapinarof, a New Aryl Hydrocarbon Receptor Agonist, for the Treatment of Atopic Dermatitis in Adult and Pediatric Patients from a U.S. Medicaid Plan Perspective6:00 PM-7:00 PM: SA40 – Real-World Referral Patterns and Healthcare Utilization Among Patients with Headache Disorders in the United KingdomAbout NEXPLANON® (etonogestrel implant) 68 mg Radiopaque

Indication
NEXPLANON® is indicated for prevention of pregnancy in women of reproductive potential for up to 5 years.

Selected Safety Information

WARNING: RISK OF COMPLICATIONS DUE TO IMPROPER INSERTION and REMOVAL

Improper insertion of NEXPLANON increases the risk of complications.

Proper training prior to first use of NEXPLANON can minimize the risk of improper NEXPLANON insertion.

Because of the risk of complications due to improper insertion and removal NEXPLANON is available only through a restricted program under a Risk Evaluation and Mitigation Strategy (REMS) called the NEXPLANON REMS.

CONTRAINDICATIONS

NEXPLANON should not be used in women who have known or suspected pregnancy; current or past history of thrombosis or thromboembolic disorders; liver tumors, benign or malignant, or active liver disease; undiagnosed abnormal uterine bleeding; known or suspected breast cancer, personal history of breast cancer, or other progestin-sensitive cancer, now or in the past; and/or allergic reaction to any of the components of NEXPLANON. WARNINGS and PRECAUTIONS
Risk of Complications Due to Improper Insertion and Removal

Complications of Insertion and Removal

NEXPLANON should be inserted subdermally so that it will be palpable after insertion, and this should be confirmed by palpation immediately after insertion. Failure to insert NEXPLANON properly may go unnoticed unless it is palpated immediately after insertion. Undetected failure to insert the implant may lead to an unintended pregnancy. Failure to remove the implant may result in continued effects of etonogestrel, such as compromised fertility, ectopic pregnancy, or persistence or occurrence of a drug-related adverse event. Complications related to insertion and removal procedures may occur, e.g., pain, paresthesia, bleeding, hematoma, scarring, or infection. If NEXPLANON is inserted deeply (intramuscular or intrafascial), neural or vascular injury may occur. Postmarketing reports of implants located within the vessels of the arm and the pulmonary artery may have been related to deep insertions or intravascular insertions. Endovascular or surgical procedures may be needed for removal. Implant removal may be difficult or impossible if the implant is not inserted correctly, is inserted too deeply, not palpable, encased in fibrous tissue, or has migrated. If at any time the implant cannot be palpated, it should be localized, and removal is recommended. When an implant is removed, it is important to remove it in its entirety. Failure to remove the implant may result in continued effects of etonogestrel, such as compromised fertility, ectopic pregnancy, or persistence or occurrence of a drug-related adverse event. Broken or Bent Implants

Cases of breakage or bending of implants while inserted within a patient’s arm have been reported. Cases of migration of a broken implant fragment within the arm have also occurred. These cases may be related to external forces, e.g., manipulation of the implant or contact sports. The release rate of etonogestrel may be slightly increased in a broken or bent implant, based on in vitro data. NEXPLANON is available only through a restricted program under a REMS.

NEXPLANON REMS

NEXPLANON is only available through a restricted program under a REMS called NEXPLANON REMS because of the risk of complications due to improper insertion and removal. Notable requirements of the NEXPLANON REMS include the following:

Healthcare providers must be certified with the program by enrolling and completing training on the proper insertion and removal of NEXPLANON prior to first use. Pharmacies must be certified with the program and must only dispense NEXPLANON to certified healthcare providers who dispense NEXPLANON for insertion. Wholesalers and distributors must be registered with the program and must only distribute to certified pharmacies and certified healthcare providers. Further information is available at www.NEXPLANONREMS.com and 1-833-697-7367.

Changes in Menstrual Bleeding Patterns

After starting NEXPLANON, women are likely to have changes in their menstrual bleeding pattern. These may include changes in frequency, intensity, or duration. Abnormal bleeding should be evaluated as needed to exclude pathologic conditions or pregnancy. In clinical studies of the non-radiopaque etonogestrel implant, reports of changes in bleeding pattern were the most common reason for stopping treatment (11.1%). Women should be counseled regarding bleeding pattern changes that they may experience. Ectopic Pregnancies

Be alert to the possibility of an ectopic pregnancy in women using NEXPLANON who become pregnant or complain of lower abdominal pain. Thrombotic and Other Vascular Events

The use of combination hormonal contraceptives increases the risk of vascular events, including arterial events (strokes and myocardial infarctions) or deep venous thrombotic events (venous thromboembolism, deep venous thrombosis, retinal vein thrombosis, and pulmonary embolism). It is recommended that women with risk factors known to increase the risk of venous and arterial thromboembolism be carefully assessed. There have been postmarketing reports of serious arterial thrombotic and venous thromboembolic events, including cases of pulmonary emboli (some fatal), deep vein thrombosis, myocardial infarction, and strokes, in women using etonogestrel implants. NEXPLANON should be removed in the event of a thrombosis. Due to the risk of thromboembolism associated with pregnancy and immediately following delivery, NEXPLANON should not be used prior to 21 days postpartum. Women with a history of thromboembolic disorders should be made aware of the possibility of a recurrence. Consider removal of the NEXPLANON implant in case of long-term immobilization due to surgery or illness. Ovarian Cysts

If follicular development occurs, atresia of the follicle is sometimes delayed, and the follicle may continue to grow beyond the size it would attain in a normal cycle. Generally, these enlarged follicles disappear spontaneously. Rarely, surgery may be required. Carcinoma of the Breast and Reproductive Organs

Some studies suggest that the use of combination hormonal contraceptives might increase the incidence of breast cancer and increase the risk of cervical cancer or intraepithelial neoplasia. Women with a family history of breast cancer or who develop breast nodules should be carefully monitored. Liver Disease

NEXPLANON should be removed if jaundice occurs. Elevated Blood Pressure

The NEXPLANON implant should be removed if blood pressure rises significantly and becomes uncontrolled. Gallbladder Disease

Studies suggest a small increased relative risk of developing gallbladder disease among combination hormonal contraceptive users. It is not known whether a similar risk exists with progestin-only methods like NEXPLANON. Carbohydrate and Lipid Metabolic Effects

Prediabetic and diabetic women using NEXPLANON should be carefully monitored. Depressed Mood

Women with a history of depressed mood should be carefully observed. Consideration should be given to removing NEXPLANON in patients who become significantly depressed. Return to Ovulation

In clinical trials with the non-radiopaque etonogestrel implant (IMPLANON), the etonogestrel levels in blood decreased below sensitivity of the assay by one week after removal of the implant. In addition, pregnancies were observed to occur as early as 7 to 14 days after removal. Therefore, a woman should re-start contraception immediately after removal of the implant if continued contraceptive protection is desired. Fluid Retention

Hormonal contraceptives may cause some degree of fluid retention. They should be prescribed with caution, and only with careful monitoring, in patients with conditions which might be aggravated by fluid retention. It is unknown if NEXPLANON causes fluid retention. Contact Lenses

Contact lens wearers who develop visual changes or changes in lens tolerance should be assessed by an ophthalmologist. ADVERSE REACTIONS
Clinical Trial Experience

The most common adverse reaction causing discontinuation of use of the implant in 3-year clinical trials was change in menstrual bleeding patterns (11.1%). The most common adverse reactions (≥5%) reported in these clinical trials were headache (24.9%), vaginitis (14.5%), weight increase (13.7%), acne (13.5%), breast pain (12.8%), abdominal pain (10.9%), and pharyngitis (10.5%). In a separate clinical trial to assess contraceptive efficacy and safety of NEXPLANON beyond 3 years, up to 5 years, a similar adverse reaction profile was observed as in Years 1 through 3. The most frequently reported adverse reaction >5% was intermenstrual bleeding (5.4%). Changes in menstrual bleeding patterns were the most frequently reported adverse reaction leading to discontinuation occurring in 4.0% of participants. DRUG INTERACTIONS

Effects of Other Drugs on Hormonal Contraceptives

Substances decreasing the plasma concentrations of hormonal contraceptives and potentially diminishing the efficacy of hormonal contraceptives:

Drugs or herbal products that induce certain enzymes, including cytochrome P450 3A4 (CYP3A4), may decrease the plasma concentrations of hormonal contraceptives and potentially diminish the effectiveness of hormonal contraceptives or increase breakthrough bleeding. Women should use an alternative non-hormonal method of contraception or a back-up method when enzyme inducers are used with hormonal contraceptives, and continue back-up non-hormonal contraception for 28 days after discontinuing the enzyme inducer to ensure contraceptive reliability. Substances increasing the plasma concentrations of hormonal contraceptives:

Co-administration of certain hormonal contraceptives and strong or moderate CYP3A4 inhibitors may increase the serum concentrations of progestins, including etonogestrel. Human Immunodeficiency Virus (HIV)/Hepatitis C Virus (HCV) protease inhibitors and non-nucleoside reverse transcriptase inhibitors:

Significant changes (increase or decrease) in the plasma concentrations of progestin have been noted in cases of co-administration with HIV protease inhibitors, HCV protease inhibitors, or non-nucleoside reverse transcriptase inhibitors. These changes may be clinically relevant. Effects of Hormonal Contraceptives on Other Drugs

Hormonal contraceptives may affect the metabolism of other drugs. Consequently, plasma concentrations may either increase (for example, cyclosporine) or decrease (for example, lamotrigine). USE IN SPECIFIC POPULATIONS
Pregnancy

Rule out pregnancy before inserting NEXPLANON.Lactation

Small amounts of contraceptive steroids and/or metabolites, including etonogestrel are present in human milk. No significant adverse effects have been observed in the production or quality of breast milk, or on the physical and psychomotor development of breastfed infants. Hormonal contraceptives, including etonogestrel, can reduce milk production in breastfeeding mothers. This is less likely to occur once breastfeeding is well-established; however, it can occur at any time in some women. Pediatric Use

The safety and effectiveness of NEXPLANON have been established in women of reproductive potential. Safety and effectiveness of NEXPLANON are expected to be the same in postpubertal adolescents as in adult women. NEXPLANON is not indicated before menarche. PATIENT COUNSELING INFORMATION

Advise women to contact their healthcare professional immediately if, at any time, they are unable to palpate the implant. NEXPLANON does not protect against HIV or other STDs. Before prescribing NEXPLANON, please read the Prescribing Information, including the Boxed Warning. The Patient Information also is available.

About VTAMA® (tapinarof) cream, 1%

INDICATIONS: VTAMA® (tapinarof) cream, 1% is an aryl hydrocarbon receptor (AhR) agonist indicated for:

the topical treatment of plaque psoriasis in adults the topical treatment of atopic dermatitis in adults and pediatric patients 2 years of age and older SELECTED SAFETY INFORMATION

Adverse Events: In plaque psoriasis, the most common adverse reactions (incidence ≥1%) were: folliculitis, nasopharyngitis, contact dermatitis, headache, pruritus, and influenza.

Adverse Events: In atopic dermatitis, the most common adverse reactions (incidence ≥1%) were: upper respiratory tract infection, folliculitis, lower respiratory tract infection, headache, asthma, vomiting, ear infection, pain in extremity, and abdominal pain.

Before prescribing VTAMA cream, please read the Prescribing Information.

About POHERDY® (pertuzumab-dpzb)

INDICATIONS AND USAGE

Metastatic Breast Cancer (MBC)
POHERDY is indicated for use in combination with trastuzumab and docetaxel for the treatment of adults with HER2-positive metastatic breast cancer who have not received prior anti-HER2 therapy or chemotherapy for metastatic disease.

Early Breast Cancer (EBC)
POHERDY is indicated for use in combination with trastuzumab and chemotherapy for:

The neoadjuvant treatment of adults with HER2-positive, locally advanced, inflammatory, or early stage breast cancer (either greater than 2 cm in diameter or node positive) as part of a complete treatment regimen for early breast cancer The adjuvant treatment of adults with HER2-positive early breast cancer at high risk of recurrence SELECTED SAFETY INFORMATION

LEFT VENTRICULAR DYSFUNCTION and EMBRYO-FETAL TOXICITY

Pertuzumab products can cause subclinical and clinical cardiac failure manifesting as decreased left ventricular ejection fraction (LVEF) and congestive heart failure (CHF). Evaluate cardiac function prior to and during treatment. Discontinue POHERDY treatment for a confirmed clinically significant decrease in left ventricular function.Exposure to pertuzumab products can cause embryo-fetal death and birth defects. Advise patients of these risks and the need for effective contraception.CONTRAINDICATIONS
POHERDY is contraindicated in patients with known hypersensitivity to pertuzumab products or to any of its excipients.

WARNINGS AND PRECAUTIONS

Left Ventricular Dysfunction
Pertuzumab products can cause left ventricular dysfunction, including symptomatic heart failure. Decreases in LVEF have been reported with drugs that block HER2 activity, including pertuzumab products.

Assess LVEF prior to initiation of POHERDY and at regular intervals during treatment to ensure that LVEF is within normal limits. If the LVEF declines and has not improved, or has declined further at the subsequent assessment, consider permanent discontinuation of POHERDY and trastuzumab.

In the pertuzumab-treated patients with MBC in CLEOPATRA, left ventricular dysfunction occurred in 4% of patients, and symptomatic left ventricular systolic dysfunction (LVSD) (congestive heart failure) occurred in 1% of patients. Patients who received prior anthracyclines or prior radiotherapy to the chest area may be at higher risk of decreased LVEF or left ventricular dysfunction.

In patients receiving pertuzumab as a neoadjuvant treatment in combination with trastuzumab and docetaxel in NeoSphere, LVEF decline >10% and a drop to <50% occurred in 8% of patients, and left ventricular dysfunction occurred in 3% of patients. LVEF recovered to ≥50% in all of these patients.

In patients receiving neoadjuvant pertuzumab in TRYPHAENA, LVEF decline >10% and a drop to <50% occurred in 7% of patients treated with pertuzumab plus trastuzumab and fluorouracil, epirubicin, and cyclophosphamide (FEC) followed by pertuzumab plus trastuzumab and docetaxel, 16% of patients treated with pertuzumab plus trastuzumab and docetaxel following FEC, and 11% of patients treated with pertuzumab in combination with docetaxel, carboplatin, and trastuzumab (TCH). Left ventricular dysfunction occurred in 6% of patients treated with pertuzumab plus trastuzumab and FEC followed by pertuzumab plus trastuzumab and docetaxel, 4% of patients treated with pertuzumab plus trastuzumab and docetaxel following FEC, and 3% of patients treated with pertuzumab in combination with TCH. Symptomatic LVSD occurred in 4% of patients treated with pertuzumab plus trastuzumab and docetaxel following FEC, 1% of patients treated with pertuzumab in combination with TCH, and none of the patients treated with pertuzumab plus trastuzumab and FEC followed by pertuzumab plus trastuzumab and docetaxel. LVEF recovered to ≥50% in all but 1 patient.

In patients receiving neoadjuvant pertuzumab in BERENICE, in the neoadjuvant period, LVEF decline ≥10% and a drop to <50% as measured by ECHO/MUGA assessment occurred in 7% of patients treated with pertuzumab plus trastuzumab and paclitaxel following dose-dense doxorubicin and cyclophosphamide (ddAC) and 2% of patients treated with pertuzumab plus trastuzumab and docetaxel following FEC. Ejection fraction decreased (asymptomatic LVD) occurred in 7% of patients treated with pertuzumab plus trastuzumab and paclitaxel following ddAC and 4% of the patients treated with pertuzumab plus trastuzumab and docetaxel following FEC in the neoadjuvant period. Symptomatic LVSD (New York Heart Association [NYHA] Class III/IV Congestive Heart Failure) occurred in 2% of patients treated with pertuzumab plus trastuzumab and paclitaxel following ddAC and none of the patients treated with pertuzumab plus trastuzumab and docetaxel following FEC in the neoadjuvant period.

In patients receiving adjuvant pertuzumab in APHINITY, the incidence of symptomatic heart failure (NYHA Class III/IV) with a LVEF decline ≥10% and a drop to <50% was 0.6%. Of the patients who experienced symptomatic heart failure, 47% of pertuzumab-treated patients had recovered (defined as 2 consecutive LVEF measurements above 50%) at the data cutoff. The majority of the events (86%) were reported in anthracycline-treated patients. Asymptomatic or mildly symptomatic (NYHA Class II) declines in LVEF ≥10% and a drop to <50% were reported in 3% of pertuzumab-treated patients, of whom 80% recovered at the data cutoff.

Pertuzumab products have not been studied in patients with a pretreatment LVEF value of <50%; a prior history of CHF; decreases in LVEF to <50% during prior trastuzumab therapy; or conditions that could impair left ventricular function such as uncontrolled hypertension, recent myocardial infarction, serious cardiac arrhythmia requiring treatment, or a cumulative prior anthracycline exposure to >360 mg/m2 of doxorubicin or its equivalent.

Embryo-Fetal Toxicity
Based on its mechanism of action and findings in animal studies, pertuzumab products can cause fetal harm when administered to a pregnant woman. Pertuzumab products are HER2/neu receptor antagonists. Cases of oligohydramnios and oligohydramnios sequence manifesting as pulmonary hypoplasia, skeletal abnormalities, and neonatal death have been reported with use of another HER2/neu receptor antagonist (trastuzumab) during pregnancy.

Verify the pregnancy status of females of reproductive potential prior to the initiation of POHERDY. Advise pregnant women and females of reproductive potential that exposure to POHERDY in combination with trastuzumab during pregnancy or within 7 months prior to conception can result in fetal harm, including embryo-fetal death or birth defects. Advise females of reproductive potential to use effective contraception during treatment and for 7 months following the last dose of POHERDY in combination with trastuzumab.

Infusion-Related Reactions
Pertuzumab products can cause serious infusion reactions, including fatal events.

In CLEOPATRA, on the first day, when only pertuzumab was administered, infusion-related reactions occurred in 13% of patients, and <1% were Grade 3 or 4. The most common infusion reactions (≥1%) were pyrexia, chills, fatigue, headache, asthenia, hypersensitivity, and vomiting. During the second cycle when all drugs were administered on the same day, the most common infusion reactions in the pertuzumab-treated group (≥1%) were fatigue, dysgeusia, hypersensitivity, myalgia, and vomiting.

In APHINITY, when pertuzumab was administered in combination with trastuzumab and chemotherapy on the same day, infusion-related reactions occurred in 21% of patients, with <1% of patients experiencing Grade 3-4 events.

Observe patients closely for 60 minutes after the first infusion and for 30 minutes after subsequent infusions of POHERDY. If a significant infusion-related reaction occurs, slow or interrupt the infusion, and administer appropriate medical therapies. Monitor patients carefully until complete resolution of signs and symptoms. Consider permanent discontinuation in patients with severe infusion reactions.

Hypersensitivity Reactions/Anaphylaxis
Pertuzumab products can cause hypersensitivity reactions, including anaphylaxis.
In CLEOPATRA, the overall frequency of hypersensitivity/anaphylaxis reactions was 11% in pertuzumab-treated patients, with Grade 3-4 hypersensitivity reactions and anaphylaxis occurring in 2% of patients.

In NeoSphere, TRYPHAENA, BERENICE, and APHINITY, hypersensitivity/anaphylaxis events were consistent with those observed in CLEOPATRA. In APHINITY, the overall frequency of hypersensitivity/anaphylaxis was 5% in the pertuzumab-treated group. The incidence was highest in the pertuzumab plus TCH–treated group (8%), with 1% Grade 3-4 events.

Observe patients closely for hypersensitivity reactions. Severe hypersensitivity, including anaphylaxis and fatal events, has been observed in patients treated with pertuzumab products. Angioedema has been described in postmarketing reports. Medications to treat such reactions, as well as emergency equipment, should be available for immediate use prior to administration of POHERDY.

ADVERSE REACTIONS

Metastatic Breast Cancer
The most common adverse reactions (>30%) with pertuzumab in combination with trastuzumab and docetaxel were diarrhea, alopecia, neutropenia, nausea, fatigue, rash, and peripheral neuropathy.

Neoadjuvant Treatment of Breast Cancer
The most common adverse reactions (>30%) with pertuzumab in combination with trastuzumab and docetaxel were alopecia, diarrhea, nausea, and neutropenia.

The most common adverse reactions (>30%) with pertuzumab in combination with trastuzumab and docetaxel when given for 3 cycles following 3 cycles of FEC were fatigue, alopecia, diarrhea, nausea, vomiting, and neutropenia.

The most common adverse reactions (>30%) with pertuzumab in combination with TCH were fatigue, alopecia, diarrhea, nausea, vomiting, neutropenia, thrombocytopenia, and anemia.

The most common adverse reactions (>30%) with pertuzumab in combination with trastuzumab and paclitaxel when given for 4 cycles following 4 cycles of ddAC were nausea, diarrhea, alopecia, fatigue, constipation, peripheral neuropathy, and headache.

The most common adverse reactions (>30%) with pertuzumab in combination with trastuzumab and docetaxel when given for 4 cycles following 4 cycles of FEC were diarrhea, nausea, alopecia, asthenia, constipation, fatigue, mucosal inflammation, vomiting, myalgia, and anemia.

Adjuvant Treatment of Breast Cancer
The most common adverse reactions (>30%) with pertuzumab in combination with trastuzumab and chemotherapy were diarrhea, nausea, alopecia, fatigue, peripheral neuropathy, and vomiting.

Before prescribing POHERDY, please read the Prescribing Information, including the Boxed Warning about left ventricular dysfunction and embryo-fetal toxicity.

About HADLIMA® (adalimumab-bwwd) Injection

INDICATIONS AND USAGE

Rheumatoid Arthritis
HADLIMA is indicated, alone or in combination with methotrexate or other non-biologic disease-modifying antirheumatic drugs (DMARDs), for reducing signs and symptoms, inducing major clinical response, inhibiting the progression of structural damage, and improving physical function in adult patients with moderately to severely active rheumatoid arthritis.

Juvenile Idiopathic Arthritis
HADLIMA is indicated, alone or in combination with methotrexate, for reducing signs and symptoms of moderately to severely active polyarticular juvenile idiopathic arthritis in patients 2 years of age and older.

Psoriatic Arthritis
HADLIMA is indicated, alone or in combination with non-biologic DMARDs, for reducing signs and symptoms, inhibiting the progression of structural damage, and improving physical function in adult patients with active psoriatic arthritis.

Ankylosing Spondylitis
HADLIMA is indicated for reducing signs and symptoms in adult patients with active ankylosing spondylitis.

Crohn’s Disease
HADLIMA is indicated for the treatment of moderately to severely active Crohn’s disease in adults and pediatric patients 6 years of age and older.

Ulcerative Colitis
HADLIMA is indicated for the treatment of moderately to severely active ulcerative colitis in adult patients.

Limitations of Use:
The effectiveness of HADLIMA has not been established in patients who have lost response to or were intolerant to tumor necrosis factor (TNF) blockers.

Plaque Psoriasis
HADLIMA is indicated for the treatment of adult patients with moderate to severe chronic plaque psoriasis who are candidates for systemic therapy or phototherapy, and when other systemic therapies are medically less appropriate. HADLIMA should only be administered to patients who will be closely monitored and have regular follow-up visits with a physician.

Hidradenitis Suppurativa
HADLIMA is indicated for the treatment of moderate to severe hidradenitis suppurativa in adult patients.

Uveitis
HADLIMA is indicated for the treatment of non-infectious intermediate, posterior, and panuveitis in adult patients.

SELECTED SAFETY INFORMATION

SERIOUS INFECTIONS
Patients treated with adalimumab products, including HADLIMA, are at increased risk for developing serious infections that may lead to hospitalization or death. Most patients who developed these infections were taking concomitant immunosuppressants such as methotrexate or corticosteroids.

Discontinue HADLIMA if a patient develops a serious infection or sepsis.

Reported infections include:

Active tuberculosis (TB), including reactivation of latent TB. Patients with TB have frequently presented with disseminated or extrapulmonary disease. Test patients for latent TB before HADLIMA use and during therapy. Initiate treatment for latent TB prior to HADLIMA use.Invasive fungal infections, including histoplasmosis, coccidioidomycosis, candidiasis, aspergillosis, blastomycosis, and pneumocystosis. Patients with histoplasmosis or other invasive fungal infections may present with disseminated, rather than localized, disease. Antigen and antibody testing for histoplasmosis may be negative in some patients with active infection. Consider empiric anti-fungal therapy in patients at risk for invasive fungal infections who develop severe systemic illness.Bacterial, viral, and other infections due to opportunistic pathogens, including Legionella and Listeria.Carefully consider the risks and benefits of treatment with HADLIMA prior to initiating therapy in patients:

with chronic or recurrent infectionwho have been exposed to TBwith a history of opportunistic infectionwho resided in or traveled in regions where mycoses are endemicwith underlying conditions that may predispose them to infectionMonitor patients closely for the development of signs and symptoms of infection during and after treatment with HADLIMA, including the possible development of TB in patients who tested negative for latent TB infection prior to initiating therapy.

Do not start HADLIMA during an active infection, including localized infections. Patients older than 65 years, patients with co-morbid conditions, and/or patients taking concomitant immunosuppressants may be at greater risk of infection. If an infection develops, monitor carefully and initiate appropriate therapy. Drug interactions with biologic products: A higher rate of serious infections has been observed in rheumatoid arthritis (RA) patients treated with rituximab who received subsequent treatment with a TNF blocker. An increased risk of serious infections has been seen with the combination of TNF blockers with anakinra or abatacept, with no demonstrated added benefit in patients with RA. Concomitant administration of HADLIMA with other biologic DMARDs (eg, anakinra or abatacept) or other TNF blockers is not recommended based on the possible increased risk for infections and other potential pharmacological interactions. MALIGNANCY
Lymphoma and other malignancies, some fatal, have been reported in children and adolescent patients treated with TNF blockers, including adalimumab products. Postmarketing cases of hepatosplenic T-cell lymphoma (HSTCL), a rare type of T-cell lymphoma, have been reported in patients treated with TNF blockers, including adalimumab products. These cases have had a very aggressive disease course and have been fatal. The majority of reported TNF blocker cases have occurred in patients with Crohn’s disease or ulcerative colitis and the majority were in adolescent and young adult males. Almost all of these patients had received treatment with azathioprine or 6-mercaptopurine concomitantly with a TNF blocker at or prior to diagnosis. It is uncertain whether the occurrence of HSTCL is related to use of a TNF blocker or a TNF blocker in combination with these other immunosuppressants.

Consider the risks and benefits of HADLIMA treatment prior to initiating or continuing therapy in a patient with known malignancy. In clinical trials, more cases of malignancies were observed among adalimumab-treated subjects compared to control subjects. Non-melanoma skin cancer (NMSC) was reported during clinical trials for adalimumab-treated subjects. Examine all patients, particularly those with a history of prolonged immunosuppressant or psoralen and ultraviolet A (PUVA) therapy, for the presence of NMSC prior to and during treatment with HADLIMA. In adalimumab clinical trials, there was an approximate 3-fold higher rate of lymphoma than expected in the general U.S. population. Patients with chronic inflammatory diseases, particularly those with highly active disease and/or chronic exposure to immunosuppressant therapies, may be at higher risk of lymphoma than the general population, even in the absence of TNF blockers. Postmarketing cases of acute and chronic leukemia were reported with TNF blocker use. Approximately half of the postmarketing cases of malignancies in children, adolescents, and young adults receiving TNF blockers were lymphomas; other cases included rare malignancies associated with immunosuppression and malignancies not usually observed in children and adolescents. HYPERSENSITIVITY
Anaphylaxis and angioneurotic edema have been reported following adalimumab administration. If a serious allergic reaction occurs, stop HADLIMA and institute appropriate therapy.

HEPATITIS B VIRUS REACTIVATION
Use of TNF blockers, including HADLIMA, may increase the risk of reactivation of hepatitis B virus (HBV) in patients who are chronic carriers. Some cases have been fatal.

Evaluate patients at risk for HBV infection for prior evidence of HBV infection before initiating TNF blocker therapy.

Exercise caution in patients who are carriers of HBV and monitor them during and after HADLIMA treatment.

Discontinue HADLIMA and begin antiviral therapy in patients who develop HBV reactivation. Exercise caution when resuming HADLIMA after HBV treatment.

NEUROLOGIC REACTIONS
TNF blockers, including adalimumab products, have been associated with rare cases of new onset or exacerbation of central nervous system and peripheral demyelinating diseases, including multiple sclerosis, optic neuritis, and Guillain-Barré syndrome.

Exercise caution when considering HADLIMA for patients with these disorders; discontinuation of HADLIMA should be considered if any of these disorders develop.

HEMATOLOGIC REACTIONS
Rare reports of pancytopenia, including aplastic anemia, have been reported with TNF blockers. Medically significant cytopenia has been infrequently reported with adalimumab products.

Consider stopping HADLIMA if significant hematologic abnormalities occur.

CONGESTIVE HEART FAILURE
Worsening and new onset congestive heart failure (CHF) has been reported with TNF blockers. Cases of worsening CHF have been observed with adalimumab products; exercise caution and monitor carefully.

AUTOIMMUNITY
Treatment with adalimumab products may result in the formation of autoantibodies and, rarely, in development of a lupus-like syndrome or autoimmune hepatitis. Discontinue treatment if symptoms of a lupus-like syndrome or autoimmune hepatitis develop.

IMMUNIZATIONS
Patients on HADLIMA should not receive live vaccines.

Pediatric patients, if possible, should be brought up to date with all immunizations before initiating HADLIMA therapy.

Adalimumab is actively transferred across the placenta during the third trimester of pregnancy and may affect immune response in the in utero-exposed infant. The safety of administering live or live-attenuated vaccines in infants exposed to adalimumab products in utero is unknown. Risks and benefits should be considered prior to vaccinating (live or live-attenuated) exposed infants.

ADVERSE REACTIONS
The most common adverse reactions in adalimumab clinical trials (>10%) were: infections (eg, upper respiratory, sinusitis), injection site reactions, headache, and rash.

Before prescribing HADLIMA, please read the Prescribing Information, including the Boxed Warning about serious infections and malignancies. The Medication Guide and Instructions for Use also are available.

About Organon
Organon (NYSE: OGN) is a global healthcare company with a mission to deliver impactful medicines and solutions for a healthier every day. With a portfolio of over 70 products across Women’s Health and General Medicines, which includes biosimilars, Organon focuses on addressing health needs that uniquely, disproportionately or differently affect women, while expanding access to essential treatments in over 140 markets.

Headquartered in Jersey City, New Jersey, Organon is committed to advancing access, affordability, and innovation in healthcare. Learn more at www.organon.com and follow us on LinkedIn, Instagram, X, YouTube, TikTok and Facebook.

Cautionary Note Regarding Forward-Looking Statements
The information above reflects management’s current intentions and expectations for the future with respect to Organon’s expectations regarding milestone expenses, which constitute “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. These statements are subject to a number of risks, assumptions, uncertainties and other factors, such as the completion of Organon’s quarter-end closing process, including review by management and the audit committee of the Organon’s board of directors, which could result in material changes to the preliminary estimates described herein. Organon undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events or otherwise. Factors that could cause results to differ materially from those described in the forward-looking statements can be found in Organon’s filings with the Securities and Exchange Commission ("SEC"), including Organon’s most recent Annual Report on Form 10-K and subsequent SEC filings (as amended, where applicable), available at the SEC’s Internet site (www.sec.gov).

View source version on businesswire.com: https://www.businesswire.com/news/home/20260515139840/en/

Shin Hae-gon (right), Head of Overseas Sales at Hanmi Pharmaceutical, and Andreas Daugaard Jørgensen (left), Managing Director, Organon Asia Pacific Cluster, met at Organon’s Malaysia office to discuss the expansion of Hanmi’s combination therapies into the Southeast Asian market.

SEOUL, South Korea, May 21, 2026 (GLOBE NEWSWIRE) -- Hanmi Pharmaceutical announced that it has signed a supply agreement with global healthcare company Organon to export three combination medicines for the Malaysian and Philippine markets, expanding the companies’ partnership in Southeast Asia.

Under the agreement, Hanmi will supply three finished combination products in the cardiovascular and respiratory therapeutic areas, while Organon will be responsible for marketing, distribution, and sales in the local markets. The two companies plan to pursue phased regulatory approvals and product launches in Malaysia and the Philippines, with the potential to expand their collaboration over the mid to long term.

Organon, established in 2021 is a global healthcare company with a portfolio of over 70 products across a range of therapeutic areas. Through a deep commercial ability and trusted manufacturing network, Organon brings these important medicines and devices to patients when and where they need them in over 140 markets, including Southeast Asia.

Hanmi Pharmaceutical has previously expanded its global presence through partnerships with multinational pharmaceutical companies. The current agreement with Organon builds on Hanmi’s experience in global collaborations and is expected to support the company’s commercial expansion in the Southeast Asian market.

Southeast Asia is widely regarded as a rapidly growing pharmaceutical market driven by population growth and the increasing prevalence of chronic diseases. In particular, demand for combination therapies is rising as the number of patients with chronic conditions such as hypertension continues to increase.

“At Organon, we are committed to improving access to medicines that address the greatest health needs in the communities we serve,” said Mazen Altaruti, President, Organon Emerging Markets. “This partnership with Hanmi reflects our shared focus on expanding treatment options for patients in Malaysia and the Philippines and advancing more equitable access to care across the region.”

Sean Hwang, CEO of Hanmi Pharmaceutical, said, “Hanmi will continue accelerating its global expansion with our diverse portfolio of combination therapies, which represent one of the company’s core strengths. Through our collaboration with Organon, we aim to improve treatment accessibility for patients in Southeast Asia.”

■ Contact info:

Official Websites: www.hanmipharm.com, www.linkedin.com/company/hanmipharm
[email protected], +82-02-410-0467

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/b62e29c9-0e09-4dad-9cb8-6e47fb8415db

Organon (OGN - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Shares of this pharmaceutical company have returned +0.8% over the past month versus the Zacks S&P 500 composite's +6% change. The Zacks Medical Services industry, to which Organon belongs, has gained 3.2% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

Organon is expected to post earnings of $0.87 per share for the current quarter, representing a year-over-year change of -13%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.

The consensus earnings estimate of $3.37 for the current fiscal year indicates a year-over-year change of -7.9%. This estimate has remained unchanged over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $3.61 indicates a change of +7% from what Organon is expected to report a year ago. Over the past month, the estimate has remained unchanged.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Organon is rated Zacks Rank #3 (Hold).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

For Organon, the consensus sales estimate for the current quarter of $1.54 billion indicates a year-over-year change of -3.3%. For the current and next fiscal years, $6.11 billion and $6.14 billion estimates indicate -1.6% and +0.4% changes, respectively.

Last Reported Results and Surprise HistoryOrganon reported revenues of $1.46 billion in the last reported quarter, representing a year-over-year change of -3.5%. EPS of $0.71 for the same period compares with $1.02 a year ago.

Compared to the Zacks Consensus Estimate of $1.47 billion, the reported revenues represent a surprise of -0.48%. The EPS surprise was -14.46%.

Over the last four quarters, Organon surpassed consensus EPS estimates two times. The company topped consensus revenue estimates two times over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Organon is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Organon. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

Organon (OGN - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Shares of this pharmaceutical company have returned +0.5% over the past month versus the Zacks S&P 500 composite's +0.2% change. The Zacks Medical Services industry, to which Organon belongs, has gained 3.3% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

For the current quarter, Organon is expected to post earnings of $0.87 per share, indicating a change of -13% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.

For the current fiscal year, the consensus earnings estimate of $3.37 points to a change of -7.9% from the prior year. Over the last 30 days, this estimate has remained unchanged.

For the next fiscal year, the consensus earnings estimate of $3.61 indicates a change of +7% from what Organon is expected to report a year ago. Over the past month, the estimate has remained unchanged.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Organon is rated Zacks Rank #3 (Hold).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of Organon, the consensus sales estimate of $1.54 billion for the current quarter points to a year-over-year change of -3.3%. The $6.11 billion and $6.14 billion estimates for the current and next fiscal years indicate changes of -1.6% and +0.4%, respectively.

Last Reported Results and Surprise HistoryOrganon reported revenues of $1.46 billion in the last reported quarter, representing a year-over-year change of -3.5%. EPS of $0.71 for the same period compares with $1.02 a year ago.

Compared to the Zacks Consensus Estimate of $1.47 billion, the reported revenues represent a surprise of -0.48%. The EPS surprise was -14.46%.

Over the last four quarters, Organon surpassed consensus EPS estimates two times. The company topped consensus revenue estimates two times over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Organon is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Organon. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.

While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.

Below, we take a look at Omnicell (OMCL - Free Report) , which currently has a Momentum Style Score of A. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.

It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Omnicell currently has a Zacks Rank of #1 (Strong Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.

You can see the current list of Zacks #1 Rank Stocks here >>>

Set to Beat the Market? In order to see if OMCL is a promising momentum pick, let's examine some Momentum Style elements to see if this Omnicell Inc. holds up.

Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.

For OMCL, shares are up 14.53% over the past week while the Zacks Medical Info Systems industry is up 1.91% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 27.35% compares favorably with the industry's 7.94% performance as well.

While any stock can see its price increase, it takes a real winner to consistently beat the market. That is why looking at longer term price metrics -- such as performance over the past three months or year -- can be useful as well. Over the past quarter, shares of Omnicell have risen 19.01%, and are up 42.47% in the last year. In comparison, the S&P 500 has only moved 4.92% and 28.12%, respectively.

Investors should also pay attention to OMCL's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. OMCL is currently averaging 627,607 shares for the last 20 days.

Earnings OutlookThe Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with OMCL.

Over the past two months, 2 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost OMCL's consensus estimate, increasing from $1.78 to $1.98 in the past 60 days. Looking at the next fiscal year, 1 estimate has moved upwards while there have been 1 downward revision in the same time period.

Bottom LineGiven these factors, it shouldn't be surprising that OMCL is a #1 (Strong Buy) stock and boasts a Momentum Score of A. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep Omnicell on your short list.

Omnicell, Inc. (OMCL) Presents at Bank of America Global Healthcare Conference 2026 Transcript

Omnicell (OMCL - Free Report) closed the last trading session at $43.82, gaining 19.2% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $61.29 indicates a 39.9% upside potential.

The average comprises seven short-term price targets ranging from a low of $55.00 to a high of $70.00, with a standard deviation of $6.82. While the lowest estimate indicates an increase of 25.5% from the current price level, the most optimistic estimate points to a 59.7% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.

While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.

However, an impressive consensus price target is not the only factor that indicates a potential upside in OMCL. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.

Price, Consensus and EPS Surprise

Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.

While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?

They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.

However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.

That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.

Here's Why There Could be Plenty of Upside Left in OMCLAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

The Zacks Consensus Estimate for the current year has increased 43.4% over the past month, as three estimates have gone higher compared to no negative revision.

Moreover, OMCL currently has a Zacks Rank #1 (Strong Buy), which means it is in the top 5% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Therefore, while the consensus price target may not be a reliable indicator of how much OMCL could gain, the direction of price movement it implies does appear to be a good guide.

Key Takeaways Omnicell shares gained 57.3% in a year, outperforming the industry's 30.4% decline.OMCL expanded Autonomous Pharmacy offerings with OmniSphere and launched Titan XT in 2025.Omnicell expects 2026 revenue growth of 4.9% and higher EPS despite tariff-related costs. Omnicell (OMCL - Free Report) has seen impressive growth over the past year, with its shares jumping 57.3%. It has significantly outperformed the industry’s 30.3% fall and the S&P 500 composite’s 33% gain.

Sporting a Zacks Rank #1 (Strong Buy) at present, the healthcare technology company is advancing the vision of Autonomous Pharmacy, supporting improved medication management outcomes. Growth in SaaS and Expert Services, along with the rising adoption of its solutions among health systems, strengthens its outlook. Solid financial health further adds to its appeal. 

Headquartered in Mountain View, CA, Omnicell Inc. develops and markets end-to-end automation solutions for the medication-use process. These automation solutions contain medication and supply dispensing systems, central pharmacy storage, retrieval and packaging solutions, a bedside automation solution, a physician order management solution, a decision support application and a Web-based procurement application. The products offered by the company enable care providers to improve patient safety and increase efficiency by lowering costs. 

Factors Favoring OMCL’s GrowthThe rally in the company’s share price can be linked to the continued momentum across the core businesses. Over the past several years, Omnicell has expanded its business from a single-point solution to a platform of products and services that will help further advance Autonomous Pharmacy, the industry-defined vision to improve operational efficiencies and ultimately target zero-error medication management. Its ongoing R&D investments across Points of Care, Central Pharmacy and IV Compounding, Specialty Pharmacy and 340B Program, and Ambulatory Care market categories are expected to deliver solutions that drive positive medication management outcomes for customers.

Image Source: Zacks Investment Research

To expand its market presence, the company is actively working to grow its product footprint across both inpatient and outpatient care environments, including nursing units, operating rooms and a full spectrum of pharmacy settings. Omnicell’s cloud-native platform, OmniSphere, is designed to bring all its products under a single, secure infrastructure to make it simpler, safer and more connected to manage medications within a growing health system.

In December 2025, the company introduced Titan XT, which offers enterprise-wide visibility, centralized inventory management, guided workflows and a modern infrastructure to support the shift toward autonomous medication management. The launch received a positive early response.

Omnicell derives an increasing portion of revenues from its subscription-based SaaS and Expert Services offerings, which include a combination of robotics, smart devices and intelligent software, all optimized by expert services. In recent years, the company has integrated three key acquisitions, such as Specialty Pharmacy Services (formerly ReCept), FDS Amplicare and MarkeTouch Media, LL (merged into EnlivenHealth, Inc), to broaden the offerings. In the first quarter of 2026, several health systems committed to using Omnicell's inventory optimization service, alongside central pharmacy automation and point-of-care dispensing solutions.

Meanwhile, Omnicell exited the first quarter of 2026 with cash and cash equivalents of $239.2 million and $168 million in total debt, reflecting a healthy liquidity position and balance sheet strength.

Risks for OMCLSimilar to its health-care system partners, Omnicell’s operations continue to be affected by persisting labor shortages as well as increased inflationary costs related to components’ raw materials and freight. In response to changing tariffs, several foreign countries have imposed reciprocal duties on U.S.-manufactured goods. The 2026 guidance incorporates an updated estimate of approximately $12 million in tariff-related costs impacting the P&L. 

A Glance at OMCL’s EstimatesThe Zacks Consensus Estimate for Omnicell’s 2026 and 2027 earnings per share (EPS) is expected to increase 21.6% and 13.2% year over year, respectively, to $1.97 and $2.23. In the past 30 days, the Zacks Consensus Estimate for the company's 2026 EPS has risen 13.2%. 

Revenues for 2026 are projected to grow 4.9% to $1.24 billion, while the same for 2027 are expected to reach $1.30 billion.

Other Key StocksSome other top-ranked stocks in the broader medical space are Globus Medical (GMED - Free Report) , Align Technology (ALGN - Free Report) and Integra LifeSciences (IART - Free Report) .

Globus Medical has an earnings yield of 6.1% compared to the industry’s negative 1.1% yield. Its earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 26.3%. GMED shares have rallied 43.8% against the industry’s 4.8% fall over the past year.

GMED sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Align Technology, carrying a Zacks Rank #2 (Buy), has an estimated long-term earnings growth rate of 10.3% for fiscal 2026 compared with the industry’s 9.5% growth. Shares of the company have dropped 4.2% compared to the industry’s 5% rise. ALGN’s earnings outpaced estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 7.8%.

Integra LifeSciences, carrying a Zacks Rank #2, has an earnings yield of 15.7% against the industry’s negative 15.7% yield. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 16.7%. IART shares have rallied 22.8% against the industry’s 4.8% decline over the past year.

FORT WORTH, Texas--(BUSINESS WIRE)--Omnicell to Present at the Goldman Sachs 47th Annual Global Healthcare Conference 2026.

Key Takeaways Omnicell is advancing its Autonomous Pharmacy vision with R&D and major health system wins.Omnicell is growing SaaS and Expert Services, supported by OmniSphere and new automation offerings.OMCL's 2026 EPS estimate rose 5.3% in 30 days, while revenues are projected to grow 4.9%. Omnicell (OMCL - Free Report) is well-poised to grow in the coming quarters as it continues to steadily advance the autonomous pharmacy industry-defined vision for delivering improved medication management outcomes. Growth in SaaS and Expert Services, rising adoption among health systems and international expansion strengthen its outlook. However, macroeconomic headwinds and competitive pressures could weigh on its operating performance.  

Over the past year, this Zacks Rank #1 (Strong Buy) stock has had a remarkable run. OMCL shares have risen 35.7% compared to the 31.6% fall of the industry and the 31.7% growth of the S&P 500 composite.

The renowned healthcare technology company has a market capitalization of $1.91 billion. OMCL’s earnings yield of 4.7% is comfortably above the industry’s negative 1% yield. In the trailing four quarters, Omnicell surpassed earnings estimates thrice and missed on one occasion, the average surprise being 34.7%.

Let’s delve deeper.

Tailwinds for OMCL StockAutonomous Pharmacy Model Holds Potential: The industry-defined vision of Autonomous pharmacy is a roadmap to improving operational efficiencies and ultimately targeting zero-error medication management. Over the past several years, Omnicell has expanded its business from a single-point solution to a platform of products and services that will help further advance the vision.

The company also secured several wins with major health systems and government health care facilities. Omnicell’s ongoing R&D investments across Points of Care, Central Pharmacy and IV Compounding, Specialty Pharmacy, 340B Program and Ambulatory Care market categories are expected to deliver solutions that drive positive medication management outcomes for customers.

Image Source: Zacks Investment Research

Robust Pipeline for SaaS and Expert Services Portfolio: Omnicell derives an increasing portion of revenues from its subscription-based SaaS and Expert Services offerings, which include a combination of robotics, smart devices and intelligent software, all optimized by expert services. In recent years, the company has integrated three key acquisitions, such as Specialty Pharmacy Services (formerly ReCept), FDS Amplicare and MarkeTouch Media, LL (merged into EnlivenHealth, Inc), to broaden the offerings.

The company announced OmniSphere in late 2024, designed to be the connected backbone for all Omnicell products. The same year, it introduced Central Med Automation Service, a subscription-based solution designed to help health systems establish and continuously optimize centralized medication management for consolidated pharmacy service centers (CPSCs) and similar operations. In the first quarter of 2026, several health systems committed to using Omnicell's inventory optimization service, alongside central pharmacy automation and point-of-care dispensing solutions.

Planned Geographic Expansion Another Upside: Outside the United States, healthcare providers are becoming increasingly aware of the benefits of automation. There is a substantial demand for adherence packaging equipment outside the domestic market. Many government and private entities are aware of the progress made over the last several years in the United States and are investing significantly in information technology and automation.

The company’s international operations include its sales efforts centered in Canada, Europe, the Middle East, and the Asia-Pacific regions and supply chain efforts in Asia. Given the fact that the international market is less than 1% penetrated, with very few hospitals adopting medication control systems, Omnicell intends to expand into new markets, which it views as strategic.  

What Ails Omnicell?Escalating Expenses May Strain Margins: Similar to its health-care system partners, the company’s operations continue to be affected by persisting labor shortages as well as increased inflationary costs related to components’ raw materials and freight. Changes in export or import regulations and other trade barriers may have an adverse effect on the company’s business.

Competitive Landscape: Omnicell faces intense competition in the medication management and supply-chain solutions market. Even though the company continues to gain market share from other traditional providers of medication management and supply-chain solutions, major players still pose threats as they spearhead several expansion programs. This increased competition could result in pricing pressure and a reduced margin.

OMCL Stock Estimate TrendThe Zacks Consensus Estimate for OMCL’s 2026 earnings per share (EPS) has jumped 5.3% to $1.97 in the past 30 days. 

The Zacks Consensus Estimate for the company’s 2026 revenues is pegged at $1.24 billion. This suggests a 4.9% increase from the year-ago reported number.

Other Key PicksSome other top-ranked stocks in the broader medical space are Globus Medical (GMED - Free Report) , Align Technology (ALGN - Free Report) and Integra LifeSciences (IART - Free Report) .

Globus Medical has an earnings yield of 6.1% compared to the industry’s negative 1.9% yield. Its earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 26.3%. GMED shares have rallied 30.8% against the industry’s 6.4% fall over the past year.

GMED sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Align Technology, sporting a Zacks Rank #1, has an estimated long-term earnings growth rate of 10.3% compared with the industry’s 9.5% growth. Shares of the company have dropped 10.3% against the industry’s 2.3% rise. ALGN’s earnings outpaced estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 7.8%.

Integra LifeSciences, carrying a Zacks Rank #2, has an earnings yield of 15.4% against the industry’s negative 1.9% yield. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 16.7%. IART shares have rallied 21.2% against the industry’s 6.4% decline over the past year.