, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Doximity, Inc. ("Doximity" or the "Company") (NYSE: DOCS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Doximity and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On May 13, 2026, Doximity issued a press release announcing its fourth quarter and fiscal year 2026 financial results. Among other items, Doximity guided for full-year revenue in the range of $664 million to $676 million, compared to estimates of $687.04 million, and adjusted EBITDA of $323 million to $335 million. Doximity's management highlighted AI cost pressure, with the Company's vice president of investor relations citing gross margin impact "driven by AI compute costs" and CEO Jeff Tangney warning that higher AI investment will "weigh on near-term margins."
On this news, Doximity's stock price fell $5.38 per share, or 23%, to close at $18.01 per share on May 14, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
NEW YORK, June 02, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Doximity, Inc. (“Doximity” or the “Company”) (NYSE: DOCS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Doximity and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On May 13, 2026, Doximity issued a press release announcing its fourth quarter and fiscal year 2026 financial results. Among other items, Doximity guided for full-year revenue in the range of $664 million to $676 million, compared to estimates of $687.04 million, and adjusted EBITDA of $323 million to $335 million. Doximity’s management highlighted AI cost pressure, with the Company’s vice president of investor relations citing gross margin impact “driven by AI compute costs” and CEO Jeff Tangney warning that higher AI investment will “weigh on near-term margins.”
On this news, Doximity’s stock price fell $5.38 per share, or 23%, to close at $18.01 per share on May 14, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Doximity, Inc. ("Doximity" or the "Company") (NYSE: DOCS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Doximity and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On May 13, 2026, Doximity issued a press release announcing its fourth quarter and fiscal year 2026 financial results. Among other items, Doximity guided for full-year revenue in the range of $664 million to $676 million, compared to estimates of $687.04 million, and adjusted EBITDA of $323 million to $335 million. Doximity's management highlighted AI cost pressure, with the Company's vice president of investor relations citing gross margin impact "driven by AI compute costs" and CEO Jeff Tangney warning that higher AI investment will "weigh on near-term margins."
On this news, Doximity's stock price fell $5.38 per share, or 23%, to close at $18.01 per share on May 14, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Doximity Inc. (NYSE: DOCS) breached their fiduciary duties to shareholders.
If you currently own Doximity stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected].
Why Your Participation Matters:
Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.
Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Halper Sadeh LLC
One World Trade Center
85th Floor
New York, NY 10007
Daniel Sadeh, Esq.
Zachary Halper, Esq.
(212) 763-0060
[email protected]
[email protected]
https://www.halpersadeh.com
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Doximity, Inc. ("Doximity" or "the Company") (NYSE: DOCS) for violations of the securities laws.
The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Doximity revealed its Q4 and full year 2026 financial results on May 13, 2026. The Company fell short of consensus estimates for full year revenue. The Company's CEO warned that increased investment in AI will "weigh on near-term margins." Based on this news, shares of Doximity fell by 23% on the next day.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.
310-301-3335
[email protected]
www.schallfirm.com
DOCS Investors Have Opportunity to Join Doximity, Inc. Fraud Investigation with the Schall Law Firm PR Newswire
LOS ANGELES, June 8, 2026
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Doximity, Inc. ("Doximity" or "the Company") (NYSE: DOCS) for violations of the securities laws.
The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Doximity revealed its Q4 and full year 2026 financial results on May 13, 2026. The Company fell short of consensus estimates for full year revenue. The Company's CEO warned that increased investment in AI will "weigh on near-term margins." Based on this news, shares of Doximity fell by 23% on the next day.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.
310-301-3335 [email protected]
www.schallfirm.com
View original content to download multimedia:https://www.prnewswire.com/news-releases/docs-investors-have-opportunity-to-join-doximity-inc-fraud-investigation-with-the-schall-law-firm-302793532.html
NEW YORK, June 09, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Doximity, Inc. (“Doximity” or the “Company”) (NYSE: DOCS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Doximity and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On May 13, 2026, Doximity issued a press release announcing its fourth quarter and fiscal year 2026 financial results. Among other items, Doximity guided for full-year revenue in the range of $664 million to $676 million, compared to estimates of $687.04 million, and adjusted EBITDA of $323 million to $335 million. Doximity’s management highlighted AI cost pressure, with the Company’s vice president of investor relations citing gross margin impact “driven by AI compute costs” and CEO Jeff Tangney warning that higher AI investment will “weigh on near-term margins.”
On this news, Doximity’s stock price fell $5.38 per share, or 23%, to close at $18.01 per share on May 14, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Doximity, Inc. ("Doximity" or the "Company") (NYSE: DOCS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Doximity and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On May 13, 2026, Doximity issued a press release announcing its fourth quarter and fiscal year 2026 financial results. Among other items, Doximity guided for full-year revenue in the range of $664 million to $676 million, compared to estimates of $687.04 million, and adjusted EBITDA of $323 million to $335 million. Doximity's management highlighted AI cost pressure, with the Company's vice president of investor relations citing gross margin impact "driven by AI compute costs" and CEO Jeff Tangney warning that higher AI investment will "weigh on near-term margins."
On this news, Doximity's stock price fell $5.38 per share, or 23%, to close at $18.01 per share on May 14, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Doximity, Inc. ("Doximity" or "the Company") (NYSE: DOCS) for violations of the securities laws.
The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Doximity revealed its Q4 and full year 2026 financial results on May 13, 2026. The Company fell short of consensus estimates for full year revenue. The Company's CEO warned that increased investment in AI will "weigh on near-term margins." Based on this news, shares of Doximity fell by 23% on the next day.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.
310-301-3335
[email protected]
www.schallfirm.com
Urban Outfitters (URBN - Free Report) came out with quarterly earnings of $1.3 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $1.16 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +15.81%. A quarter ago, it was expected that this clothing and accessories retailer would post earnings of $1.24 per share when it actually produced earnings of $1.43, delivering a surprise of +15.32%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Urban Outfitters, which belongs to the Zacks Retail - Apparel and Shoes industry, posted revenues of $1.48 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 1.73%. This compares to year-ago revenues of $1.33 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Urban Outfitters shares have lost about 8.5% since the beginning of the year versus the S&P 500's gain of 7.4%.
What's Next for Urban Outfitters?While Urban Outfitters has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Urban Outfitters was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.64 on $1.64 billion in revenues for the coming quarter and $5.84 on $6.7 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Retail - Apparel and Shoes is currently in the bottom 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Abercrombie & Fitch (ANF - Free Report) , another stock in the same industry, has yet to report results for the quarter ended April 2026. The results are expected to be released on May 27.
This teen clothing retailer is expected to post quarterly earnings of $1.28 per share in its upcoming report, which represents a year-over-year change of -19.5%. The consensus EPS estimate for the quarter has been revised 0.8% higher over the last 30 days to the current level.
Abercrombie & Fitch's revenues are expected to be $1.12 billion, up 2.2% from the year-ago quarter.
Analysts See Big Upside for These 3 Retail Stocks Urban Outfitters NASDAQ: URBN reported record first-quarter fiscal 2027 sales and earnings, with management pointing to broad strength across its retail brands, continued growth at Nuuly and a strong wholesale performance.
Chief Executive Officer Dick Hayne said net sales rose 11% to $1.5 billion for the three months ended April 30, 2026, while earnings per share increased 12% to $1.30. He said the quarter marked the company’s seventh consecutive quarter of record sales and profits.
Get Urban Outfitters alerts:
Lululemon Slips as Rivals Rally: 3 Stocks to Watch“All retail segment brands delivered positive comps with standout performance from Free People and FP Movement,” Hayne said.
Retail Brands Post Positive Comps Co-President and Chief Operating Officer Frank Conforti said total URBN sales growth was partly driven by a 6% increase in retail segment comparable sales, with digital comps slightly ahead of store comps. Four of the company’s five brands posted record first-quarter sales, he said.
Analysts See 180% Upside for Rent the Runway: Should You Buy?Anthropologie delivered a 2% retail segment comp, extending a streak of more than five years of positive comps, according to Conforti. He said the brand had a slow start as it cleared slower-moving winter products, but performance improved in March and April as spring merchandise arrived. Strength in women’s apparel, shoes and home offset weakness in accessories.
Tricia Smith, global CEO of The Anthropologie Group, said in the question-and-answer portion that the brand’s March and April performance returned to the “higher end” of its low-single-digit comp trend. She cited strength in pants, denim, dresses, shoes, beauty and full-price furniture sales. Smith said May month-to-date performance was more similar to the end of the first quarter than its beginning.
The Urban Outfitters brand also continued to improve. Conforti said total Urban Outfitters sales rose more than 11%, while the global retail segment comp increased 9%, with strength in both North America and Europe. In North America, digital comps outpaced stores, while in Europe, stores led digital. He cited positive comps in women’s apparel, accessories and home, along with strong regular-price sales.
Hayne later said May sales to date were “essentially in line” with the company’s second-quarter plans. On Europe, he said the market remains “reasonably soft,” particularly in Germany due in part to high energy prices, but demand for the Urban Outfitters and Free People brands in Europe was “quite brisk,” with comp store sales posting double-digit gains.
Free People and FP Movement Lead Growth Sheila Harrington, global CEO of the Urban Outfitters and Free People groups, said total Free People Group revenue increased 17% year-over-year, driven by both wholesale and retail growth. Wholesale revenue rose 26%, while the retail segment grew 14%. The group posted a 10% retail segment comp, marking its 24th consecutive quarter of positive retail segment comps.
The Free People brand delivered total revenue growth of 12%, including a 9% retail segment comp. FP Movement revenue increased 32%, supported by a 15% retail segment comp, non-comp growth, six new store openings and 48% wholesale growth.
Harrington said the group achieved record first-quarter profitability, with both Free People and FP Movement producing record low markdown rates. She attributed the performance to strong regular-price selling, product execution and marketing. Free People saw broad-based strength in tops, bottoms, intimates and accessories, while FP Movement benefited from emphasis on bottoms and bras.
Harrington also outlined a longer-term strategy to manage Free People and FP Movement as “two independent ecosystems,” rather than a parent brand and sub-brand. She said Free People’s priorities include international expansion, domestic store and wholesale modernization, brand elevation and digital platform development. For FP Movement, she highlighted consumer expansion, domestic store growth, international expansion and product innovation.
Nuuly and Wholesale Continue Double-Digit Growth Nuuly revenue grew 35% in the quarter, driven by a 33% increase in average active subscribers, or more than 110,000 additional average active subscribers compared with the prior-year quarter, Conforti said. He said Nuuly was “on the doorstep” of a half-million active subscribers.
Nuuly generated $10 million in operating profit, representing a 6% operating profit rate. Conforti said the improvement reflected operating leverage as the business scaled, partially offset by marketing investments to support subscriber growth.
The wholesale segment posted a 25% revenue increase, driven by growth across specialty and department store accounts, Conforti said.
Margins, Tariffs and Fuel Costs in Focus URBN’s gross profit dollars increased 11%, while the gross profit rate declined 16 basis points to 36.6%. Conforti said the rate decline reflected a $5 million, or 36-basis-point, one-time benefit in the prior year, partially offset by improved markdown rates at Free People and Urban Outfitters.
SG&A expense increased 12% and deleveraged by 5 basis points. Conforti noted that SG&A included a $7 million, or 47-basis-point, benefit from the favorable resolution of a legal matter. He said higher store payroll, marketing investments and technology investments contributed to the increase.
Conforti said the company is navigating higher inbound freight costs and delivery expenses tied to fuel surcharges associated with the conflict in the Middle East. He said the company is assuming those costs remain consistent for the rest of the year, with an estimated negative impact of about 45 basis points to initial merchandise markup from inbound costs and 25 basis points from outbound delivery and freight expenses.
On tariffs, Conforti said the company expects approximately $100 million in refunds from IEPA tariffs imposed last spring and plans to record the refunds as a one-time benefit in the second quarter. He said URBN is planning conservatively for a 15% across-the-board tariff on imports in the second half of the year, adding that if the estimate is “reasonably accurate,” the company expects a net favorable benefit to initial merchandise markup in the second half, after factoring in additional fuel costs.
During the quarter, URBN repurchased 4.6 million shares for approximately $300 million, reducing outstanding shares by 5%, Conforti said. Net income rose to $116 million, and operating income increased 9% to a first-quarter record of $140 million.
Company Guides for High-Single-Digit Sales Growth Chief Financial Officer Melanie Marein-Efron said URBN is planning for second-quarter total company sales growth in the high single digits. Retail segment comps are expected to grow in the mid-single digits, driven by high-single-digit positive comps at Urban Outfitters and the Free People Group and low- to mid-single-digit positive comps at Anthropologie. Nuuly revenue is expected to grow in the mid- to high-20% range, while wholesale revenue is expected to grow in the mid-teens.
For the full fiscal year, Marein-Efron said the company continues to believe it can deliver positive high-single-digit total sales growth, supported by mid-single-digit retail comps, mid-20% Nuuly revenue growth and high-single-digit wholesale growth. She said full-year gross profit margins could increase approximately 25 basis points versus last year, with second-half benefit to initial merchandise markup.
URBN plans fiscal 2027 capital expenditures of approximately $475 million, with about 35% allocated to retail store expansion and support, 50% to logistics investments and 15% to technology investments and home office expansion. Marein-Efron said the company expects to open approximately 54 new stores and close about 19 stores during the year, with net growth primarily driven by FP Movement, Free People and Anthropologie.
Hayne closed by emphasizing the company’s diversified portfolio, saying the consistency of URBN’s recent performance stems from diversification across brands, categories, geographies and channels. He said the company’s customer base has remained resilient despite macroeconomic volatility.
About Urban Outfitters NASDAQ: URBNUrban Outfitters, Inc is a global lifestyle retailer headquartered in Philadelphia, Pennsylvania. Established in 1970 by Richard Hayne, Scott Belair and Judy Wicks, the company began as a single store catering to college students in the city's historic Old City neighborhood. Over the decades, Urban Outfitters has expanded its reach and diversified its portfolio to include multiple retail concepts addressing distinct customer segments.
The company operates through several well-known brands, each offering a curated selection of apparel, footwear, accessories and home goods.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Key Takeaways NVIDIA Grew Earnings 140%, Revenues by 85%URBN, ELF, INTU Outperform ExpectationsMarkets Soared on a Possible End to the War on Iran Wednesday, May 20th, 2026
Market indexes advanced strongly off a slightly higher open this morning, with news that a deal to end the war in Iran may be within reach. A “letter of intent” to end the war following 30 days of negotiations has sent a surge of positive sentiment through the stock market. The Dow gained +645 points, +1.31%, the S&P 500 grew by +79 points, +1.08%, the Nasdaq +399, +1.54%, and the small-cap Russell 2000 +70 points, a gaudy +2.56%.
Time will tell how this all transpires, and last we heard there are some real disagreements regarding uranium enrichment, the Strait of Hormuz, etc. that may well be sticking points somewhere within the 30 days. But this war, which dates back to late February, would be happily ended by both the U.S. and Iran at this stage.
NVIDIA Reports Another Record Revenue Quarter
The world’s largest company by market cap ($5.38 Trillion and counting), NVIDIA (NVDA - Free Report) once again outperformed its lofty expectations for Q1 after today’s close. Earnings of $1.87 per share surpassed estimates by a solid dime, and up +140% year over year from $0.81 in the year-ago quarter. Revenues surged to a new record: $81.6 billion in the first three months of the year, +85% from Q1 last year.
The AI infrastructure business, one might say, was booming last quarter. Data Center grew by +92% year over year to $75.2 billion, with Compute revenue +77% to $60.4 billion, +18% quarter over quarter. Data Center Networking rose +199% from a year ago to $14.8 billion, +35% quarter over quarter. The company also announced an $80 billion share repurchase program, and upped their dividend a penny to $0.25 per share.
CEO Jensen Huang called this “the largest infrastructure expansion in human history,” and by dollar amount he’s probably right. Next-quarter revenues are expected to jump to $91.0 billion (the Zacks consensus had been for $84.1 billion), and this doesn’t include whatever data center compute revenues they may obtain from China in the quarter. To quote Mel Brooks, “It’s good to be da king!”
Other Earnings Reports After the Close: URBN, ELF, INTU
Urban Outfitters (URBN - Free Report) reported a solid Q1 this afternoon, with earnings of $1.30 per share nicely above the $1.12 projected, and swinging to growth year over year. Revenues of $1.48 billion up +11.4% from the prior year quarter. Free People grew +9.8%, Urban Outfitters flagship brand was +9.3%, and Anthropologie gained +1.9%. Shares are not up on this news, however, as the specter of tariffs remain.
e.l.f. Beauty (ELF - Free Report) posted an impressive fiscal Q4 after today’s close, beating on earnings by 3 cents to $0.32 per share on $449.3 million, up +35% from the prior-year quarter. The rhode acquisition assisted the company’s revenue gains, and the company came out ahead on its yearly numbers. It also expects improved growth in the new fiscal year.
Intuit (INTU - Free Report) also performed better than expected in its fiscal Q3 after the close, with earnings of $12.80 up +10% year over year and ahead of the $12.48 per share in the Zacks consensus. Revenues also grew +10% from the prior year quarter to $8.6 billion, ahead of the $8.52 billion projected. Consumer revenues grew +8%, including +7% for Turbo Tax and +15% for Credit Karma.
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Published in artificial-intelligence earnings semiconductor
Urban Outfitters (URBN - Free Report) reported $1.48 billion in revenue for the quarter ended April 2026, representing a year-over-year increase of 11.4%. EPS of $1.30 for the same period compares to $1.16 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.46 billion, representing a surprise of +1.73%. The company delivered an EPS surprise of +15.81%, with the consensus EPS estimate being $1.12.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Urban Outfitters performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Number of stores - Retail Operations - Anthropologie: 256 versus 255 estimated by three analysts on average.Number of stores - Retail Operations - Free People: 276 versus 275 estimated by three analysts on average.Number of stores - Retail Operations - Urban Outfitters: 252 versus the three-analyst average estimate of 253.Number of stores - Total URBN: 801 compared to the 792 average estimate based on three analysts.Comparable store sales - Retail Operations - YoY change: 5.6% compared to the 5.2% average estimate based on two analysts.Net sales by brand- Free People: $411.7 million versus $395.13 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +16.6% change.Net sales by brand- Anthropologie: $589.07 million versus $596.67 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.4% change.Net sales by brand- Urban Outfitters: $304.73 million versus $294.7 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +11.4% change.Net sales- Retail operations: $1.22 billion compared to the $1.2 billion average estimate based on two analysts. The reported number represents a change of +8% year over year.Net sales by brand- Menus & Venues: $8.56 million versus $9.48 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -0.4% change.Net sales- Wholesale operations: $93.17 million compared to the $85.64 million average estimate based on two analysts. The reported number represents a change of +24.8% year over year.Net sales- Subscription operations: $167.26 million versus $167.6 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +34.5% change.View all Key Company Metrics for Urban Outfitters here>>>
Shares of Urban Outfitters have returned -7.8% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
Key Takeaways URBN beat Q1 earnings and sales estimates on strong Retail, Wholesale and Nuuly growth.Nuuly revenues jumped 34.5% as average active subscribers climbed 33.3% y/y.Urban Outfitters expects high-single-digit fiscal 2027 sales growth across all segments. Urban Outfitters, Inc. (URBN - Free Report) reported strong first-quarter fiscal 2027 results, wherein earnings and revenues surpassed the Zacks Consensus Estimate. Also, both metrics improved from the prior-year quarter’s reported figures. The company delivered record first-quarter sales and profits, marking its seventh consecutive quarter of record performance.
Management highlighted that broad-based momentum across the Retail, Subscription and Wholesale segments, along with disciplined execution and strong customer engagement, supported the quarter’s performance.
During the quarter, all Retail segment brands posted positive comparable sales growth, led by standout performances at FP Group and Urban Outfitters. Nuuly continued to scale rapidly with strong subscriber growth and improving profitability, while the Wholesale segment delivered robust gains, driven by specialty account strength. Management also noted that investments in AI initiatives, customer acquisition and platform diversification are supporting long-term growth opportunities.
URBN’s Quarterly PerformanceThis lifestyle specialty retailer delivered earnings per share of $1.30, rising 12.1% year over year and surpassing the Zacks Consensus Estimate of $1.20 by 8.3%.
Net sales increased 11.4% year over year to $1,481.3 million, beating the consensus mark of $1,456 million by 1.7%. Strength spanned Retail, Wholesale and Subscription, supported by positive comparable sales at all retail brands and continued subscriber growth at Nuuly.
URBN Delivers Record Revenues on Segment MomentumTotal Retail segment net sales rose 8% year over year to $1.22 billion, while comparable Retail segment sales increased 5.6%. Growth in comparable sales was driven by high-single-digit gains in digital channel sales and mid-single-digit growth in retail store sales. The Comparable Retail segment sales increased 9.8% at FP Group, 9.3% at Urban Outfitters and 1.9% at Anthropologie. We estimated the Retail segment’s sales to increase 5.8% year over year.
Within the FP Group, total sales increased 16.6% year over year to $411.7 million due to continued momentum across both Wholesale and Retail segments. Free People brand sales increased 12%, while FP Movement brand sales jumped 32% during the quarter.
The Wholesale segment posted net sales growth of 24.8% to $93.2 million, driven by a 26.2% increase in FP Group wholesale revenues due to higher sales to specialty customers.
Nuuly, the company’s women’s apparel subscription rental service, continued to witness strong momentum. Subscription segment net sales increased 34.5% year over year to $167.3 million, driven by a 33.3% increase in average active subscribers from the prior-year quarter. We estimated the Nuuly segment’s sales to rise 29.5% year over year.
Urban Outfitters Sees Gross Margin Dip on Prior-Year BenefitGross profit rose 10.9% year over year to $542.6 million in the fiscal first quarter, mainly driven by higher net sales during the period. However, the gross margin declined 16 basis points year over year to 36.6%, which beat our estimate of 36.4%. This decrease was largely due to a one-time gain of $4.8 million, or 36 basis points, recognized in the prior-year quarter that did not repeat this quarter. Excluding this item, the underlying gross margin expanded by 20 basis points, supported by lower markdowns at FP Group and Urban Outfitters, partly offset by deleveraging in initial merchandise costs related to tariffs.
The Retail segment gross profit increased 7% year over year to $460.9 million, though the segment gross margin slipped 18 bps to 37.7%. The Wholesale segment’s gross profit rose 31% to $33.8 million, with the gross margin expanding 178 bps to 36.3%, driven by higher sales to regular-price customers. Subscription segment gross profit climbed 39% to $47.9 million, while the segment gross margin improved 85 bps to 28.7%.
Selling, general and administrative (SG&A) expenses increased 11.7% year over year to $402.9 million. The increase was primarily driven by higher store payroll expenses to support the Retail segment sales growth, increased marketing investments to support customer acquisition and sales growth in the Retail and Subscription segments, and higher technology investments tied to AI initiatives. Our model estimated SG&A expenses to increase 11.1% year over year in the fiscal first quarter.
As a percentage of net sales, SG&A expenses deleveraged 5 bps to 27.2%, which lagged our estimate of 27.8%. The quarter included a benefit of $6.9 million, or 47 bps, related to the reversal of a litigation accrual, partially offset by deleverage from higher marketing and technology spending.
URBN reported operating income of $139.7 million, up 8.9% from $128.2 million in the prior-year quarter. However, the operating margin contracted 22 bps year over year to 9.4%, reflecting SG&A deleverage despite higher gross profit dollars.
Urban Outfitters Showcases Store GrowthIn the first quarter of fiscal 2027, this Zacks Rank #2 (Buy) company opened 11 stores and closed three stores. Store openings included two Anthropologie, three Free People and six FP Movement stores, while closures included one Free People, one Urban Outfitters and one Menus & Venues location.
As of April 30, 2026, URBN operated 252 Urban Outfitters stores across North America and Europe, along with associated digital platforms. The company also operated 256 Anthropologie stores and 276 FP Group stores, including 94 FP Movement locations. In addition, URBN operated eight Menus & Venues restaurants, seven Urban Outfitters franchisee-owned stores and two Anthropologie franchisee-owned stores.
The company plans to open 54 stores and close around 19 stores in fiscal 2027. Net new store growth will be primarily driven by the expansion of FP Movement, Free People and Anthropologie locations. Specifically, the company intends to open 21 FP Movement, 12 Free People, 13 Anthropologie and eight Urban Outfitters stores in fiscal 2027.
Urban Outfitters’ Financial Health SnapshotAs of April 30, 2026, Urban Outfitters had cash and cash equivalents of $301.4 million compared with $189.4 million in the prior-year period. Total shareholders’ equity stood at $2.61 billion as of the quarter-end.
As of April 30, 2026, total inventory increased 9.5% from the prior-year period. The Retail segment’s inventory rose 10.6%, while comparable Retail segment inventory increased 10%. In contrast, the Wholesale segment’s inventory declined 1.2%. The increase in the Retail segment inventory was primarily driven by higher net sales and early inventory receipts aimed at mitigating potential shipping disruptions related to the Middle East conflict.
During the first quarter of fiscal 2027, the company repurchased and retired 4.6 million shares for approximately $300 million. As of April 30, 2026, 10 million common shares remained authorized for repurchase under the existing program.
URBN Lays Out Q2 TargetsUrban Outfitters’ management expects second-quarter fiscal 2027 total company sales to grow in the high-single-digit range, supported by continued momentum across the Retail, Wholesale and Subscription businesses.
The Retail segment’s comparable sales are projected to increase in the mid-single-digit range, driven by high-single-digit positive comparable sales growth at Urban Outfitters and FP Group, while Anthropologie is expected to deliver low to mid-single-digit positive comparable sales growth. Nuuly is expected to post mid to high-20% revenue growth on the back of continued subscriber momentum, while the Wholesale segment is projected to generate mid-teens growth.
For the fiscal second quarter, URBN expects the gross profit margin to be flat to decline 25 basis points year over year. The anticipated pressure primarily reflects lower initial merchandise margins due to higher tariffs than the last year, along with elevated fuel surcharge costs tied to the Middle East conflict.
Management noted that current oil surcharges are expected to remain in place for the remainder of fiscal 2027 and are estimated to create a 70-basis-point unfavorable impact per quarter through higher inbound freight and delivery expenses.
Management expects fiscal second-quarter SG&A growth to be at or slightly ahead of sales growth due to higher marketing investments across brands to support customer acquisition, along with increased technology and AI-related investments.
URBN’s FY27 OutlookFor fiscal 2027, management continues to expect positive high-single-digit total company sales growth. This outlook is expected to be supported by mid-single-digit Retail segment comparable sales growth, mid-20% revenue growth at Nuuly and high-single-digit growth in the Wholesale segment.
URBN expects the fiscal 2027 gross profit margin to increase by 25 basis points year over year, with the second half anticipated to benefit from improved initial merchandise margins. The company also expects to receive $100 million in tariff refunds in the fiscal second quarter related to previously imposed IEEPA tariffs, which management plans to record as a one-time benefit.
For the full year, SG&A growth is expected to be in line with sales growth, while inventory growth is projected to remain at or below the pace of sales growth as the company focuses on improving product turns.
Capital expenditure for fiscal 2027 is planned at approximately $475 million. About 35% of the spending is expected to support retail store expansion and store-related investments, nearly 50% will be allocated toward logistics investments and automation capabilities, while the remaining 15% will support technology initiatives and home office expansion.
Management also expressed confidence in the underlying health of the business, highlighting strong momentum at Free People and FP Movement, continued progress at Urban Outfitters in North America and Europe, improving trends at Anthropologie and Nuuly’s path toward its long-term $1 billion revenue opportunity. The company believes its diversified portfolio positions URBN for continued positive comparable sales growth, margin expansion and record profitability in fiscal 2027.
URBN Stock Past 3-Month Performance
Image Source: Zacks Investment Research
Shares of this company have gained 8.7% in the past three months against the industry’s 16.7% decline.
Other Stocks to ConsiderWe have highlighted three other top-ranked stocks, namely, Tapestry, Inc. (TPR - Free Report) , Victoria's Secret & Co. and Levi Strauss & Co. (LEVI - Free Report) .
Tapestry is the designer and marketer of fine accessories and gifts for women and men in the United States and internationally. It flaunts a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Tapestry’s current fiscal-year earnings and sales indicates growth of 36.3% and a decline of 13.2%, respectively, from the year-ago actuals. TPR delivered a trailing four-quarter average earnings surprise of 15.6%.
Victoria's Secret is a specialty retailer of women's intimates, sleepwear, apparel, sport and swimwear, and prestige fragrances and body care. It currently has a Zacks Rank of 2 (Buy). The company delivered a trailing four-quarter earnings surprise of 55.1%, on average.
The Zacks Consensus Estimate for VSCO’s current fiscal-year sales and earnings indicates growth of 6.2% and 16.3%, respectively, from the year-ago reported numbers.
Levi Strauss designs and markets jeans, casual wear and related accessories for men, women and children. It currently carries a Zacks Rank #2.
The Zacks Consensus Estimate for Levi Strauss’ current fiscal-year earnings and sales suggests growth of 11.9% and 5.2%, respectively, from the year-ago actuals. LEVI delivered a trailing four-quarter average earnings surprise of 21.4%.
Urban Outfitters, Inc. (NASDAQ:URBN) stock is edging up Thursday after the company reported first-quarter earnings on Wednesday after the market closed. Here’s a rundown of the report.
URBN stock is trading in a tight range. What’s the outlook for URBN shares? Q1 HighlightsUrban reported earnings per share of $1.30, beating the consensus estimate of $1.16. In addition, it reported revenue of $1.48 billion, beating the consensus estimate of $1.44 billion and representing. 11.4% year-over-year increase.
Total Retail segment net sales increased 8.0%, while comparable Retail segment net sales rose 5.6%.
The company said the increase in comparable Retail segment net sales was driven by high single-digit growth in digital channel sales and mid single-digit growth in retail store sales.
Comparable Retail segment net sales increased 9.8% at FP Group, 9.3% at Urban Outfitters and 1.9% at Anthropologie.
Subscription segment net sales increased 34.5%, primarily driven by a 33.3% increase in average active subscribers compared to the prior-year quarter.
Wholesale segment net sales increased 24.8%, driven by a 26.2% increase in FP Group wholesale sales due to higher sales to specialty customers.
"We are pleased to report record first quarter sales and earnings driven by positive retail segment ‘comps’ at all brands and impressive double-digit growth in both our Wholesale and Subscription segments," said CEO Richard A. Hayne.
"Our customers remain engaged and are responding to compelling fashion trends, giving us confidence in URBN’s continued success," Hayne added.
As of April 30, total inventory increased 9.5% year-over-year to reflect higher sales levels and early receipts intended to reduce potential shipping delay risks tied to the Middle East conflict.
Urban also said it repurchased and retired 4.6 million shares for approximately $300 million during the quarter. As of April 30, 10 million shares remained available under the company's repurchase program.
Urban Shares Edge HigherURBN Price Action: At the time of publication, Urban shares are trading 0.99% higher at $72.38, according to data from Benzinga Pro.
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Urban Outfitters Inc (NASDAQ:URBN) reported better-than-expected earnings for the first quarter on Wednesday.
The company posted quarterly earnings of $1.30 per share which beat the analyst consensus estimate of $1.16 per share. The company reported quarterly sales of $1.481 billion which beat the analyst consensus estimate of $1.449 billion.
“We are pleased to report record first quarter sales and earnings driven by positive retail segment ‘comps’ at all brands and impressive double-digit growth in both our Wholesale and Subscription segments,” said Richard A. Hayne, Chief Executive Officer. “Our customers remain engaged and are responding to compelling fashion trends, giving us confidence in URBN’s continued success.”
Urban Outfitters shares fell 0.5% to trade at $71.30 on Thursday.
These analysts made changes to their price targets on Urban Outfitters following earnings announcement.
B of A Securities analyst Lorraine Hutchinson maintained the stock with a Buy and raised the price target from $85 to $90. JP Morgan analyst Matthew Boss maintained the stock with an Overweight rating and raised the price target from $94 to $97. Considering buying URBN stock? Here’s what analysts think:
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Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.
Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead of their future growth potential. In such a situation, investors find themselves loaded up on expensive shares with limited to no upside or even a downside. So, going all-in on momentum could be risky at times.
A safer approach could be investing in bargain stocks with recent price momentum. While the Zacks Momentum Style Score (part of the Zacks Style Scores system) helps identify great momentum stocks by paying close attention to trends in a stock's price or earnings, our 'Fast-Paced Momentum at a Bargain' screen comes handy in spotting fast-moving stocks that are still attractively priced.
Urban Outfitters (URBN - Free Report) is one of the several great candidates that made it through the screen. While there are numerous reasons why this stock is a great choice, here are the most vital ones:
A dash of recent price momentum reflects growing interest of investors in a stock. With a four-week price change of 0.9%, the stock of this clothing and accessories retailer is certainly well-positioned in this regard.
While any stock can see a spike in price for a short period, it takes a real momentum player to deliver positive returns for a longer time frame. URBN meets this criterion too, as the stock gained 11.1% over the past 12 weeks.
Moreover, the momentum for URBN is fast paced, as the stock currently has a beta of 1.23. This indicates that the stock moves 23% higher than the market in either direction.
Given this price performance, it is no surprise that URBN has a Momentum Score of A, which indicates that this is the right time to enter the stock to take advantage of the momentum with the highest probability of success.
In addition to a favorable Momentum Score, an upward trend in earnings estimate revisions has helped URBN earn a Zacks Rank #2 (Buy). Our research shows that the momentum-effect is quite strong among Zacks Rank #1 and #2 stocks. That's because as covering analysts raise their earnings estimates for a stock, more and more investors take an interest in it, helping its price race to keep up. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Most importantly, despite possessing fast-paced momentum features, URBN is trading at a reasonable valuation. In terms of Price-to-Sales ratio, which is considered as one of the best valuation metrics, the stock looks quite cheap now. URBN is currently trading at 0.99 times its sales. In other words, investors need to pay only 99 cents for each dollar of sales.
So, URBN appears to have plenty of room to run, and that too at a fast pace.
In addition to URBN, there are several other stocks that currently pass through our 'Fast-Paced Momentum at a Bargain' screen. You may consider investing in them and start looking for the newest stocks that fit these criteria.
This is not the only screen that could help you find your next winning stock pick. Based on your personal investing style, you may choose from over 45 Zacks Premium Screens that are strategically created to beat the market.
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Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
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 given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning 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 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 The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
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.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Urban Outfitters (URBN - Free Report) Founded in 1970 and based in Philadelphia, Pennsylvania, Urban Outfitters Inc. (URBN - Free Report) is a lifestyle specialty retailer that offers fashion apparel and accessories, footwear, home decor and gifts products. The company’s merchandises are generally sold directly to consumers through stores, catalogs, call centers and e-commerce platforms. The company has operations in the United States, Canada and Europe.
URBN is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Retail-Wholesale stock. URBN has a Momentum Style Score of A, and shares are up 9.4% over the past four weeks.
Four analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.14 to $5.97 per share. URBN also boasts an average earnings surprise of +12.2%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, URBN should be on investors' short list.
Urban Outfitters (URBN) remains a buy as Q1 2027 demonstrates broad-based recovery and growth across all segments. UO's turnaround is now driven by regular-price sales, while FP Group and Nuuly are emerging as significant, high-quality growth drivers. Nuuly's subscription model is scaling profitably, contributing $10.1 million EBIT and nearing half a million active subscribers.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum 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 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.
#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and 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 maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure 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: Urban Outfitters (URBN - Free Report) Urban Outfitters, Inc. was founded in 1970 and is headquartered in Philadelphia, PA. It is a lifestyle products and services company that sells fashion apparel, accessories, footwear, home goods and related offerings through a portfolio of global consumer brands. The company’s key brands include Anthropologie, Free People, FP Movement, Urban Outfitters and Nuuly. Anthropologie also includes the Terrain and Maeve brands. Free People also includes FP Movement. The company operates in North America and Europe, and also sells through franchise partners in the Middle East.
URBN is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 11.98; value investors should take notice.
For fiscal 2027, four analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.14 to $5.97 per share. URBN boasts an average earnings surprise of +12.2%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, URBN should be on investors' short list.
Urban Outfitters Inc. NASDAQ: URBN delivered a strong first quarter, posting record sales and earnings that topped Wall Street expectations. The results extended the retailer's recent run of strong quarters and highlighted continued strength across its brands.
Investors were pleased with the results, sending shares modestly higher following the earnings release. Since then, however, the stock has drifted lower. The pullback may reflect concerns about tariffs and freight costs, or perhaps some profit-taking after the stock hit an all-time high in January.
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Record Results Driven by Strength Across BrandsFor the first quarter of fiscal 2027, Urban Outfitters, whose portfolio includes retail brands such as Free People, Anthropologie, and Urban Outfitters, reported earnings of $1.30 per share, up from $1.16 a year ago and 18 cents ahead of Wall Street expectations. Revenue rose 11.4% year over year to $1.48 billion, beating estimates by nearly $17 million.
"Our teams delivered another outstanding quarter, exceeding our plans and setting new sales and operating profit records," Chief Operating Officer Frank Conforti said on the earnings call. "All our retail segment brands delivered positive retail segment comps, while four of our five brands posted record first quarter sales."
Free People and FP Movement were particularly strong performers during the quarter, with Free People delivering 12% revenue growth and FP Movement reporting a 32% increase in brand revenue. Together, the FP Group achieved record first-quarter profitability, benefiting from record-low markdown rates, strong store performance, and leverage within the wholesale channel.
The company's clothing rental subscription service, Nuuly, and its wholesale segment also delivered strong results, with revenue increasing 35% and 25%, respectively.
Company Could See High-Single-Digit Sales GrowthDuring the earnings call, Chief Financial Officer Melanie Marein-Efron said Urban Outfitters is off to a solid start in the second quarter and could achieve high-single-digit sales growth in both Q2 and the full fiscal year.
She cautioned, however, that Q2 gross margins could be flat to down about 25 basis points due to lower initial merchandise margins (IMU), higher tariffs, and fuel surcharges tied to the Middle East conflict.
Despite those headwinds, gross margins could expand by about 25 basis points for the full year, aided by an improvement in IMU during the second half. The outlook assumes tariffs remain at 10% through July before increasing to a blended rate of 15% in the second half of FY2027. It also incorporates a roughly 70-basis-point quarterly headwind from elevated fuel surcharges.
Stock Takes a Breather After Strong RunInvestors appeared to anticipate the strong quarter, as Urban Outfitters shares rose more than 4% ahead of the earnings release on higher-than-normal trading volume. The stock gained another nearly 3% in the session following the report, but has since given back those gains. At a recent price of $71.36, shares are trading roughly in line with their pre-earnings level.
Despite the recent pullback, Urban Outfitters has been a strong performer over the longer term. Shares have climbed more than 88% over the past five years as the company has continued to grow sales, expand profitability, and execute well across its brands.
That momentum helped drive the stock to an all-time intraday high of roughly $84 in January. Since then, shares have drifted lower. They are down about 5% year to date, though they remain up more than 8% over the past three months.
Analysts Still See UpsideUrban Outfitters Stock Forecast Today12-Month Stock Price Forecast:
$87.18
12.67% Upside
Moderate Buy
Based on 14 Analyst Ratings
Current Price$77.38High Forecast$100.00Average Forecast$87.18Low Forecast$72.00Urban Outfitters Stock Forecast Details
Following the earnings report, two analysts raised their price targets on the stock, while one reiterated a Hold rating and another lowered its price target.
Overall, Wall Street remains bullish on Urban Outfitters. The stock carries a Moderate Buy rating based on 15 analyst ratings, including eight Buys and seven Holds. The consensus price target of just over $87 implies 20% upside from current levels, with price targets ranging from $72 to $100.
Urban Outfitters trades at about 13X earnings, below the retail industry's average of roughly 16X. However, the stock is more expensive than some apparel retail peers. Abercrombie & Fitch Co. NYSE: ANF, whose shares rallied following a strong first-quarter earnings report, trades at about 7X earnings. American Eagle Outfitters Inc. NYSE: AEO, which fell sharply after reporting first-quarter results, trades at roughly 10X earnings.
Short Interest Remains ElevatedDespite Wall Street's generally bullish outlook, short interest remains elevated. Roughly 7.2 million shares, or 12.4% of the float, were sold short as of May 15. While it's still elevated, the figure has declined from the levels seen over much of the past year, when more than 15% of the float was shorted.
Urban Outfitters continues to execute well, posting record sales and earnings while extending its recent run of strong quarters. While tariffs, freight costs, and a premium valuation relative to some peers may be giving investors pause, analysts remain broadly bullish. If their forecasts prove accurate, the stock could still see meaningful upside from current levels.
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Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use tried-and-true metrics and fundamental analysis to find companies that they believe are undervalued at their current share price levels.
Zacks has developed the innovative Style Scores system to highlight stocks with specific traits. For example, value investors will be interested in stocks with great grades in the "Value" category. When paired with a high Zacks Rank, "A" grades in the Value category are among the strongest value stocks on the market today.
One stock to keep an eye on is Urban Outfitters (URBN - Free Report) . URBN is currently sporting a Zacks Rank #2 (Buy), as well as an A grade for Value. The stock holds a P/E ratio of 13.05, while its industry has an average P/E of 15.08. URBN's Forward P/E has been as high as 15.49 and as low as 9.10, with a median of 12.80, all within the past year.
Investors should also recognize that URBN has a P/B ratio of 2.48. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. This company's current P/B looks solid when compared to its industry's average P/B of 6.22. URBN's P/B has been as high as 2.97 and as low as 1.40, with a median of 2.14, over the past year.
Finally, investors should note that URBN has a P/CF ratio of 10.93. This figure highlights a company's operating cash flow and can be used to find firms that are undervalued when considering their impressive cash outlook. URBN's current P/CF looks attractive when compared to its industry's average P/CF of 15. Within the past 12 months, URBN's P/CF has been as high as 12.80 and as low as 7.56, with a median of 10.42.
These are just a handful of the figures considered in Urban Outfitters's great Value grade. Still, they help show that the stock is likely being undervalued at the moment. Add this to the strength of its earnings outlook, and we can clearly see that URBN is an impressive value stock right now.
Investors interested in stocks from the Retail - Apparel and Shoes sector have probably already heard of Urban Outfitters (URBN - Free Report) and Ermenegildo Zegna N.V. (ZGN - Free Report) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.
There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.
Currently, Urban Outfitters has a Zacks Rank of #2 (Buy), while Ermenegildo Zegna N.V. has a Zacks Rank of #3 (Hold). The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that URBN has an improving earnings outlook. However, value investors will care about much more than just this.
Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.
The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.
URBN currently has a forward P/E ratio of 12.16, while ZGN has a forward P/E of 32.20. We also note that URBN has a PEG ratio of 1.38. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. ZGN currently has a PEG ratio of 4.71.
Another notable valuation metric for URBN is its P/B ratio of 2.38. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, ZGN has a P/B of 5.01.
These metrics, and several others, help URBN earn a Value grade of A, while ZGN has been given a Value grade of D.
URBN stands above ZGN thanks to its solid earnings outlook, and based on these valuation figures, we also feel that URBN is the superior value option right now.
After reaching an important support level, Urban Outfitters (URBN - Free Report) could be a good stock pick from a technical perspective. URBN surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.
The 20-day simple moving average is a popular investing tool. Traders like this SMA because it offers a look back at a stock's price over a shorter period and helps smooth out price fluctuations. The 20-day can also show more trend reversal signals than longer-term moving averages.
Similar to other SMAs, if a stock's price moves above the 20-day, the trend is considered positive, while price falling below the moving average can signal a downward trend.
Over the past four weeks, URBN has gained 5.1%. The company is currently ranked a Zacks Rank #2 (Buy), another strong indication the stock could move even higher.
The bullish case only gets stronger once investors take into account URBN's positive earnings estimate revisions. There have been 3 revisions higher for the current fiscal year compared to none lower, and the consensus estimate has moved up as well.
Investors should think about putting URBN on their watchlist given the ultra-important technical indicator and positive move in earnings estimate revisions.
After reaching an important support level, Urban Outfitters, Inc. (URBN - Free Report) could be a good stock pick from a technical perspective. URBN recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.
There's a reason traders love a golden cross -- it's a technical chart pattern that can indicate a bullish breakout is on the horizon. This kind of crossover is formed when a stock's short-term moving average breaks above a longer-term moving average. Typically, a golden cross involves the 50-day and the 200-day moving averages, since bigger time periods tend to form stronger breakouts.
There are three stages to a golden cross. First, there must be a downtrend in a stock's price that eventually bottoms out. Then, the stock's shorter moving average crosses over its longer moving average, triggering a positive trend reversal. The third stage is when a stock continues the upward momentum to higher prices.
A golden cross is the opposite of a death cross, another technical event that indicates bearish price movement may be on the horizon.
URBN has rallied 5.1% over the past four weeks, and the company is a #2 (Buy) on the Zacks Rank at the moment. This combination indicates URBN could be poised for a breakout.
The bullish case solidifies once investors consider URBN's positive earnings outlook. For the current quarter, no earnings estimate has been cut compared to 3 revisions higher in the past 60 days. The Zacks Consensus Estimate has increased too.
Investors should think about putting URBNon their watchlist given the ultra-important technical indicator and positive move in earnings estimates.
Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.
Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potential fails to justify their swelled-up valuation. In that phase, investors find themselves invested in shares that have limited to no upside or even a downside. So, betting on a stock just by looking at the traditional momentum parameters could be risky at times.
It could be safer to invest in bargain stocks that have been witnessing price momentum recently. While the Zacks Momentum Style Score (part of the Zacks Style Scores system), which pays close attention to trends in a stock's price or earnings, is pretty useful in identifying great momentum stocks, our 'Fast-Paced Momentum at a Bargain' screen comes handy in spotting fast-moving stocks that are still attractively priced.
Urban Outfitters (URBN - Free Report) is one of the several great candidates that made it through the screen. While there are numerous reasons why this stock is a great choice, here are the most vital ones:
A dash of recent price momentum reflects growing interest of investors in a stock. With a four-week price change of 9.5%, the stock of this clothing and accessories retailer is certainly well-positioned in this regard.
While any stock can see a spike in price for a short period, it takes a real momentum player to deliver positive returns for a longer time frame. URBN meets this criterion too, as the stock gained 14% over the past 12 weeks.
Moreover, the momentum for URBN is fast paced, as the stock currently has a beta of 1.22. This indicates that the stock moves 22% higher than the market in either direction.
Given this price performance, it is no surprise that URBN has a Momentum Score of A, which indicates that this is the right time to enter the stock to take advantage of the momentum with the highest probability of success.
In addition to a favorable Momentum Score, an upward trend in earnings estimate revisions has helped URBN earn a Zacks Rank #2 (Buy). Our research shows that the momentum-effect is quite strong among Zacks Rank #1 and #2 stocks. That's because as covering analysts raise their earnings estimates for a stock, more and more investors take an interest in it, helping its price race to keep up. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Most importantly, despite possessing fast-paced momentum features, URBN is trading at a reasonable valuation. In terms of Price-to-Sales ratio, which is considered as one of the best valuation metrics, the stock looks quite cheap now. URBN is currently trading at 0.99 times its sales. In other words, investors need to pay only 99 cents for each dollar of sales.
So, URBN appears to have plenty of room to run, and that too at a fast pace.
In addition to URBN, there are several other stocks that currently pass through our 'Fast-Paced Momentum at a Bargain' screen. You may consider investing in them and start looking for the newest stocks that fit these criteria.
This is not the only screen that could help you find your next winning stock pick. Based on your personal investing style, you may choose from over 45 Zacks Premium Screens that are strategically created to beat the market.
However, keep in mind that the key to a successful stock-picking strategy is to ensure that it produced profitable results in the past. You could easily do that with the help of the Zacks Research Wizard. In addition to allowing you to backtest the effectiveness of your strategy, the program comes loaded with some of our most successful stock-picking strategies.
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Jazz Pharmaceuticals (JAZZ - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on May 5, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis drugmaker is expected to post quarterly earnings of $4.77 per share in its upcoming report, which represents a year-over-year change of +183.9%.
Revenues are expected to be $978.64 million, up 9% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.51% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Jazz?For Jazz, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -5.87%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Jazz will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Jazz would post earnings of $6.62 per share when it actually produced earnings of $6.64, delivering a surprise of +0.30%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Jazz doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAnother stock from the Zacks Medical - Biomedical and Genetics industry, Krystal Biotech, Inc. (KRYS - Free Report) , is soon expected to post earnings of $1.49 per share for the quarter ended March 2026. This estimate indicates a year-over-year change of +24.2%. Revenues for the quarter are expected to be $112.15 million, up 27.2% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Krystal Biotech has been revised 0.6% down to the current level. Nevertheless, the company now has an Earnings ESP of +2.18%, reflecting a higher Most Accurate Estimate.
When combined with a Zacks Rank of #4 (Sell), this Earnings ESP makes it difficult to conclusively predict that Krystal Biotech will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
April 30, 2026 08:00 ET | Source: Krystal Biotech, Inc.
PITTSBURGH, April 30, 2026 (GLOBE NEWSWIRE) -- Krystal Biotech, Inc. (the “Company”) (NASDAQ: KRYS) announced today that the Company will be presenting on multiple programs at upcoming scientific conferences being held in May and June.
Presentation details are outlined below.
American Society of Gene & Cell Therapy (ASGCT) 2026 Annual Meeting
Poster Presentation
Title: Evaluation of KB409 and KB410, two HSV-1-based gene therapy vectors for the treatment of primary ciliary dyskinesia (PCD)Presenter: Bruce Nmezi, PhDDate and Time: May 12, 2026 from 5:00PM to 6:30PM ET American Thoracic Society (ATS) International Conference 2026
Oral Presentation
Title: Interim results of the CORAL-1 trial of KB407 for the treatment of cystic fibrosisPresenter: Jorge Lascano, MD, Professor of Medicine, Associate Director of the Adult Cystic Fibrosis Program, and Director of the Cystic Fibrosis Therapeutics Development Center at the University of FloridaDate and Time: May 20, 2026 at 10:03AM ET 2026 American Society of Clinical Oncology (ASCO) Annual Meeting
Poster Presentation
Title: Inhaled delivery of KB707, a novel HSV-based immunotherapy, in combination with pembrolizumab in advanced non-small cell lung cancer: a phase 1/2 studyPresenter: Wen Wee Ma, MBBS, Enterprise Vice Chair for Research and Director of the Novel Cancer Therapeutics Center at Cleveland Clinic Cancer InstituteDate and Time: May 31, 2026 from 9:00AM to 12:00PM CT Additional presentation details will be available to conference attendees. Following completion of each conference, presentation slides or posters, as applicable, will also be available to view online on the Investor section of the Company’s website.
About Krystal Biotech, Inc.
Krystal Biotech, Inc. (NASDAQ: KRYS) is a fully integrated, commercial-stage, global biotechnology company focused on the discovery, development and commercialization of genetic medicines to treat diseases with high unmet medical needs. VYJUVEK®, the Company’s first commercial product, is the first-ever redosable gene therapy and the first genetic medicine approved in the United States, Europe, and Japan for the treatment of dystrophic epidermolysis bullosa. The Company is rapidly advancing a robust preclinical and clinical pipeline of investigational genetic medicines. Krystal Biotech is headquartered in Pittsburgh, Pennsylvania. Visit www.krystalbio.com to learn more or follow us on LinkedIn and X.
Kymera Therapeutics, Inc. (KYMR - Free Report) came out with a quarterly loss of $0.71 per share versus the Zacks Consensus Estimate of a loss of $0.89. This compares to a loss of $0.82 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +20.40%. A quarter ago, it was expected that this company would post a loss of $0.77 per share when it actually produced a loss of $0.97, delivering a surprise of -25.97%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Kymera Therapeutics, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $34.37 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 211.90%. This compares to year-ago revenues of $22.1 million. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Kymera Therapeutics shares have added about 4.8% since the beginning of the year versus the S&P 500's gain of 4.2%.
What's Next for Kymera Therapeutics?While Kymera Therapeutics has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Kymera Therapeutics was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.91 on $11.02 million in revenues for the coming quarter and -$3.65 on $36.89 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Biomedical and Genetics is currently in the bottom 41% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Krystal Biotech, Inc. (KRYS - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on May 4.
This company is expected to post quarterly earnings of $1.45 per share in its upcoming report, which represents a year-over-year change of +20.8%. The consensus EPS estimate for the quarter has been revised 0.6% lower over the last 30 days to the current level.
Krystal Biotech, Inc.'s revenues are expected to be $112.15 million, up 27.2% from the year-ago quarter.
$116.4 million in 1Q VYJUVEK global revenue and $846.7 million since launch
Enrollment complete in KB803 (corneal abrasions in DEB patients) registrational study
On track for KB803 and KB801 (NK) registrational data readouts in 2026
FDA grants platform technology designation for KB407 (CF) and KB111 (HHD)
Strong balance sheet, ending the quarter with $1.0 billion in cash and investments
PITTSBURGH, May 04, 2026 (GLOBE NEWSWIRE) -- Krystal Biotech, Inc. (the “Company”) (NASDAQ: KRYS) today reported financial results for the first quarter ending March 31, 2026 and provided a business update.
“Following a successful 2025, we are entering 2026 with strong momentum, including two potential registrational study readouts and continued global expansion for VYJUVEK,” said Krish S. Krishnan, Chairman and Chief Executive Officer of Krystal Biotech. “With three pipeline products receiving platform designation, each development milestone strengthens the regulatory dataset, which could accelerate future programs and potentially reduce development risk. This compounding advantage underscores the value of the platform model we have been building since day one.”
VYJUVEK® (beremagene geperpavec-svdt, or B-VEC)
for the Treatment of Dystrophic Epidermolysis Bullosa (DEB)
The Company recorded $116.4 million in VYJUVEK net product revenue for the first quarter of 2026, an increase of 32% compared to the prior year first quarter. Gross margin for the first quarter of 2026 was 95%.
In the United States, the Company has secured over 695 reimbursement approvals for VYJUVEK and continues to broaden the prescriber base across the country, with over 60 new prescribers in the first quarter of 2026 and over 570 unique prescribers since launch. The Company has also launched patient support initiatives that leverage the recent VYJUVEK label update and increased administration flexibility to help DEB patients and their families conveniently integrate VYJUVEK into lifelong wound healing routines as their standard of care.
Overseas, the Company estimates that over 140 patients in Germany, France and Japan have been prescribed VYJUVEK. Pricing discussions with German and French reimbursement authorities are ongoing. The Company expects negotiations to continue until at least 2H 2026 in Germany and 2027 in France. The Company is also advancing pricing discussions with reimbursement authorities in Italy to enable a potential launch in 2H 2026 and recently initiated pricing discussions with Spanish reimbursement authorities. Based on initial interactions with Spanish authorities, the Company now expects to launch in Spain in 2H 2026. The timing of launch in other European jurisdictions will depend on the cadence and outcomes of regulatory interactions and pricing negotiations.
Ophthalmology
Two registrational readouts anticipated in 2026
KB803 for the treatment and prevention of corneal abrasions in DEB patients
The Company’s registrational, intra-patient, double-blind, decentralized, placebo-controlled study (IOLITE) with crossover design evaluating KB803 for the treatment and prevention of corneal abrasions in DEB patients is now fully enrolled. A total of 16 patients have been enrolled in the study. The primary efficacy endpoint of IOLITE will be the change in the average number of days per month with corneal abrasion symptoms while receiving KB803 versus placebo. The Company estimates that, as enrolled, IOLITE has at least 90% power to detect an effect size of at least 25% reduction in symptom days, allowing for a dropout rate up to 20%. Powering assumptions are based on the average symptomatic days per month and standard deviation data from subjects enrolled in the natural history study who would be eligible for IOLITE. The Company expects to report top-line results in 4Q 2026. Details about the study can be found at www.clinicaltrials.gov under NCT identifier: NCT07016750.
KB801 for the treatment of neurotrophic keratitis (NK)
The Company continues to enroll in EMERALD-1, the Company’s registrational, 1:1 randomized, double-masked, multicenter, placebo-controlled study evaluating KB801 for the treatment of NK. The Company expects to complete full enrollment of 60 patients in EMERALD-1 and announce data before year end. Details about the study can be found at www.clinicaltrials.gov under NCT identifier: NCT06999733.
Respiratory
KB407 for the treatment of cystic fibrosis (CF)
In April, the United States Food and Drug Administration (FDA) granted platform technology designation to the genetically modified, non-replicating herpes simplex virus type 1 viral vector used in KB407, providing the program with the same potential development and manufacturing efficiencies previously granted to KB801. Potential benefits of the designation include shortening of preclinical and chemistry, manufacturing, and controls (CMC) review cycles during development for follow-on products, creating a compounding regulatory advantage.
Based on interactions with the FDA, the Company is initiating an open label, single-arm study to evaluate safety of repeat dose KB407 for 24 weeks in five patients with CF who are ineligible for, do not tolerate, or do not benefit from modulator therapy. Dosing is expected to start later this month. Details of the study can be found at www.clinicaltrials.gov under NCT identifier: NCT05504837. The Company expects to complete enrollment in 2Q 2026 and report results before year end.
Concurrently, the Company is working closely with the FDA and the Cystic Fibrosis Foundation (CFF) on an innovative registrational study design and statistical analysis plan that explores using prospectively collected natural history data from the CFF to supplement placebo control data for evaluation of KB407 treatment effect. The Company will share the design and associated statistical analysis of the registrational study following alignment with the FDA, which is anticipated in 2H 2026, and expects to initiate the registrational study in 2027.
Previously, in January, the Company announced the successful delivery and expression of wild-type cystic fibrosis transmembrane conductance regulator protein in the lungs of patients with CF treated with KB407.
KB408 for the treatment of alpha-1 antitrypsin deficiency (AATD) lung disease
The Company continues to enroll in repeat dose Cohort 2B of SERPENTINE-1, the Company’s open label dose escalation study evaluating KB408 in adult patients with AATD with a Pi*ZZ or a Pi*ZNull genotype and expects to report interim data for this cohort in 2026. Cohort 2B is designed to evaluate the safety and tolerability of repeat KB408 dosing at the same dose level that was previously shown to safely deliver SERPINA1 to the lungs of AATD patients after a single dose. Details of the study can be found at www.clinicaltrials.gov under NCT identifier NCT06049082.
Dermatology
KB111 for the treatment of Hailey-Hailey disease (HHD)
In April, the FDA also granted platform technology designation to the genetically modified, non-replicating herpes simplex virus type 1 viral vector used in KB111, providing the program with the same regulatory efficiencies available for KB801 and KB407. The Company is developing an HHD-specific severity scale necessary for the clinical evaluation of KB111 and expects to complete scale development and validation in 1H 2026. Later this month, the Company also expects to initiate HALITE-1, an open-label study evaluating the safety of repeat dose KB111, administered once weekly for 12 weeks, in approximately seven patients with HHD. The Company expects to report HALITE-1 study results in 2H 2026. The Company also plans to submit the results from HALITE-1 along with the registrational study design for discussions with the FDA in 2H 2026 to enable a potential registrational study start in 2027.
Oncology
Inhaled KB707 for the treatment of non-small cell lung cancer (NSCLC)
The Company is enrolling patients with advanced NSCLC in a dose expansion cohort of KYANITE-1 evaluating inhaled KB707 in combination with chemotherapy. KYANITE-1 is a Phase 1/2 open label, multi-center, dose escalation and expansion study evaluating inhaled KB707, either as monotherapy or in combination, in patients with locally advanced or metastatic solid tumors of the lung. The Company expects to report interim efficacy data and potential registrational study plans later this year. Details of the study can be found at www.clinicaltrials.gov under NCT identifier NCT06228326.
Intratumoral KB707 for the treatment of injectable solid tumors
The Company continues to follow patients previously enrolled in OPAL-1, the Company’s Phase 1/2 open label, multi-center, dose escalation and expansion study evaluating intratumoral KB707 in patients with locally advanced or metastatic solid tumor malignancies. The Company will update development plans for intratumoral KB707 as additional safety and efficacy data are collected from the study. Details of the study can be found at www.clinicaltrials.gov under NCT identifier NCT05970497.
Aesthetics
KB304 for the treatment of wrinkles of the décolleté
Jeune Aesthetics, Inc., a wholly owned subsidiary of the Company, expects to initiate a Phase 2 study of its lead program KB304 in 2027.
Financial Results for the Three Months Ended March 31, 2026:
Product revenue, net totaled $116.4 million and $88.2 million for the three months ended March 31, 2026 and March 31, 2025, respectively.Cost of goods sold totaled $6.3 million and $5.0 million for the three months ended March 31, 2026 and March 31, 2025, respectively.Research and development expenses for the three months ended March 31, 2026 were $15.3 million, inclusive of $2.2 million of stock-based compensation, compared to $14.3 million, inclusive of stock-based compensation of $2.5 million for the three months ended March 31, 2025.Selling, general, and administrative expenses for the three months ended March 31, 2026 were $41.0 million, inclusive of stock-based compensation of $11.4 million, compared to $32.6 million, inclusive of stock-based compensation of $11.0 million, for the three months ended March 31, 2025.Net income for the three months ended March 31, 2026 was $55.9 million, or $1.91 per common share (basic) and $1.83 per common share (diluted). Net income for the three months ended March 31, 2025 was $35.7 million, or $1.24 per common share (basic) and $1.20 per common share (diluted).For additional information on the Company’s financial results for the three months ended March 31, 2026, please refer to the Form 10-Q filed with the SEC. Financial Guidance
($ in millions) FY 2026 GuidanceNon-GAAP Research and Development (“R&D”) and Selling, General and Administrative (“SG&A”) expense(1) $175.0 - $195.0 (1) Refer to Non-GAAP Financial Measures section below for additional information. Non-GAAP combined R&D and SG&A expense guidance does not include stock-based compensation as we are currently unable to confidently estimate Full Year 2026 stock-based compensation expense. As such, we have not provided a reconciliation from forecasted non-GAAP to forecasted GAAP combined R&D and SG&A Expense in the above. This could materially affect the calculation of forward-looking GAAP combined R&D and SG&A Expense as it is inherently uncertain.
Conference Call
The Company will host an investor webcast on May 4, 2026, at 8:30 am ET.
Investors and the general public can access the live webcast at:
https://www.webcaster5.com/Webcast/Page/3018/53916.
For those unable to listen to the live conference call, a replay will be available for 30 days on the Investors section of the Company’s website at www.krystalbio.com.
About VYJUVEK
VYJUVEK is a non-invasive, topical, redosable genetic medicine designed to deliver two copies of the COL7A1 gene when applied directly to DEB wounds. VYJUVEK was designed to treat DEB at the molecular level by providing the patient’s skin cells the template to make normal COL7 protein, thereby addressing the fundamental disease-causing mechanism. VYJUVEK is approved in the United States, Europe, and Japan.
U.S. INDICATION
VYJUVEK is a herpes-simplex virus type 1 (HSV-1) vector-based gene therapy indicated for the treatment of wounds in adult and pediatric patients with dystrophic epidermolysis bullosa with mutation(s) in the collagen type VII alpha 1 chain (COL7A1) gene.
IMPORTANT SAFETY INFORMATION
Adverse Reactions
The most common adverse drug reactions (incidence >5%) were itching, chills, redness, rash, cough, and runny nose. These are not all the possible side effects with VYJUVEK. Call your healthcare provider for medical advice about side effects.
To report SUSPECTED ADVERSE REACTIONS, contact Krystal Biotech, Inc. at 1-844-557-9782 or FDA at 1-800-FDA-1088 or http://www.fda.gov/medwatch.
Contraindications
None.
Warnings and Precautions
VYJUVEK gel may be applied by a healthcare provider, a caregiver, or the patient.
After treatment, patients and caregivers should be careful not to touch treated wounds and dressings until the next dressing change.
Wash hands and wear protective gloves when changing wound dressings. Disinfect bandages from the first dressing change with a virucidal agent, and dispose of the disinfected bandages in a separate sealed plastic bag in household waste. Dispose of the subsequent used dressings in a sealed plastic bag in household waste.
Patients should avoid touching or scratching wound sites or wound dressings.
In the event of an accidental exposure flush with clean water for at least 15 minutes.
For more information, see full U.S. Prescribing Information.
About Krystal Biotech, Inc.
Krystal Biotech, Inc. (NASDAQ: KRYS) is a fully integrated, commercial-stage, global biotechnology company focused on the discovery, development and commercialization of genetic medicines to treat diseases with high unmet medical needs. VYJUVEK®, the Company’s first commercial product, is the first-ever redosable gene therapy and the first genetic medicine approved in the United States, Europe, and Japan for the treatment of dystrophic epidermolysis bullosa. The Company is rapidly advancing a robust preclinical and clinical pipeline of investigational genetic medicines. Krystal Biotech is headquartered in Pittsburgh, Pennsylvania. Visit www.krystalbio.com to learn more or follow us on LinkedIn and X.
About Jeune Aesthetics, Inc.
Jeune Aesthetics, Inc., a wholly-owned subsidiary of Krystal Biotech, Inc., is a biotechnology company leveraging a clinically validated gene delivery platform to develop products to fundamentally address – and reverse – the biology of aging and/or damaged skin. For more information, please visit http://www.jeuneinc.com.
Forward-Looking Statements
Statements in this press release about future expectations, plans, and prospects, as well as statements that are not historical facts, including statements about, among other topics, our combined R&D and SG&A expense guidance; our commercial launch of VYJUVEK in the U.S., Europe, and Japan, including our expectations regarding timing of pricing discussions in Germany and France and pricing discussions with the reimbursement authorities in Italy and Spain and potential commercial launches in those countries in 2H 2026; and our expectations for our product pipeline, including our clinical trial plans, enrollment in our clinical trials, the timing of development and validation of an HHD-specific evaluation scale, and the timing of discussions with the FDA and data read-outs from our clinical trials may constitute forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. Undue reliance should not be placed on the forward-looking statements in this press release. These statements are not guaranties of future performance and actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors, including uncertainties associated with regulatory review of clinical trials and applications for marketing approvals; the availability and commercial potential of VYJUVEK or our product candidates; and such other important factors as are set forth under the caption “Risk Factors” in the Company’s annual and quarterly reports on file with the U.S. Securities and Exchange Commission. The Company is providing the information in this press release as of the date hereof and undertakes no duty to update this information unless required by law.
Non-GAAP Financial Measures
This press release includes forward-looking combined R&D and SG&A expense guidance that is not required by, or presented in accordance with, U.S. GAAP and should not be considered as an alternative to R&D and SG&A expense or any other performance measure derived in accordance with GAAP. The Company defines non-GAAP combined R&D and SG&A expense as GAAP combined R&D and SG&A expense excluding stock-based compensation expense. The Company cautions investors that amounts presented in accordance with its definition of non-GAAP combined R&D and SG&A expense may not be comparable to similar measures disclosed by competitors because not all companies calculate this non-GAAP financial measure in the same manner. The Company presents this non-GAAP financial measure because it considers this measure to be an important supplemental measure and believes it is frequently used by securities analysts, investors, and other interested parties in the evaluation of companies in the Company’s industry. Management believes that investors’ understanding of the Company’s performance is enhanced by including this forward-looking non-GAAP financial measure as a reasonable basis for comparing the Company’s ongoing results of operations. Management uses this non-GAAP financial measure for planning purposes, including the preparation of the Company’s internal annual operating budget and financial projections; to evaluate the performance and effectiveness of the Company’s operational strategies; and to evaluate the Company’s capacity to expand its business. This non-GAAP financial measure has limitations as an analytical tool, and should not be considered in isolation, or as an alternative to, or a substitute for R&D and SG&A expense or other financial statement data presented in accordance with GAAP in the Company’s consolidated financial statements. The Company has not provided a quantitative reconciliation of forecasted non-GAAP combined R&D and SG&A expense to forecasted GAAP combined R&D and SG&A expense because the Company is unable, without making unreasonable efforts, to calculate the reconciling item, stock-based compensation expenses, with confidence. This item, which could materially affect the computation of forward-looking GAAP combined R&D and SG&A expense, is inherently uncertain and depends on various factors, some of which are outside of the Company’s control.
March 31,
2026 December 31,
2025(in thousands)(unaudited) Balance sheet data: Cash and cash equivalents$501,313 $496,304Short-term investments 322,092 331,487Long-term investments 193,485 128,066Total assets 1,396,967 1,333,794Total liabilities 120,238 114,234Total stockholders’ equity$1,276,729 $1,219,560 Condensed Consolidated Statements of Operations:
Three Months Ended March 31, 2026 2025 Change(in thousands, except per share data)(unaudited) Revenue Product revenue, net$116,357 $88,183 $28,174Operating Expenses Cost of goods sold 6,323 5,028 1,295Research and development 15,331 14,256 1,075Selling, general, and administrative 41,014 32,647 8,367Total operating expenses 62,668 51,931 10,737Income from operations 53,689 36,252 17,437Other income Interest and other income, net 7,753 7,345 408Income before income taxes 61,442 43,597 17,845Income tax expense (5,510) (7,864) 2,354Net income$55,932 $35,733 $20,199 Net income per common share: Basic$1.91 $1.24 Diluted$1.83 $1.20 Weighted-average common shares outstanding: Basic 29,288 28,815 Diluted 30,507 29,871
Krystal Biotech, Inc. (KRYS - Free Report) came out with quarterly earnings of $1.83 per share, beating the Zacks Consensus Estimate of $1.45 per share. This compares to earnings of $1.2 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +26.21%. A quarter ago, it was expected that this company would post earnings of $1.62 per share when it actually produced earnings of $1.7, delivering a surprise of +4.94%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Krystal Biotech, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $116.36 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.75%. This compares to year-ago revenues of $88.18 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Krystal Biotech shares have added about 7.9% since the beginning of the year versus the S&P 500's gain of 5.6%.
What's Next for Krystal Biotech?While Krystal Biotech has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Krystal Biotech was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.62 on $118 million in revenues for the coming quarter and $7.58 on $535 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Biomedical and Genetics is currently in the bottom 44% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Vir Biotechnology, Inc. (VIR - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 6.
This company is expected to post quarterly loss of $0.01 per share in its upcoming report, which represents a year-over-year change of +98.9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Vir Biotechnology, Inc.'s revenues are expected to be $175.55 million, up 5693.8% from the year-ago quarter.
Key Takeaways KRYS beat Q1 estimates with EPS of $1.83 and revenues of $116.4M, up 32% year over year.Vyjuvek drove all revenues, with strong uptake and 695 U.S. reimbursement approvals boosting access.Shares gained ~8% post-earnings. Pipeline progress and multiple 2026 data readouts add momentum. Krystal Biotech (KRYS - Free Report) reported first-quarter 2026 earnings per share (EPS) of $1.83, which surpassed the Zacks Consensus Estimate of $1.45. The reported EPS was up from $1.20 in the year-ago quarter.
Revenues of $116.4 million rose 32% year over year in the reported quarter, beating the Zacks Consensus Estimate of $112 million. Revenues came in solely from Vyjuvek sales.
The FDA approved Krystal’s lead drug, Vyjuvek, the first-ever revocable gene therapy, in 2023 for the treatment of patients aged six months or older with dystrophic epidermolysis bullosa (DEB), a rare and severe monogenic disease that affects the skin and mucosal tissues. The drug has also been approved by the FDA for the treatment of DEB patients from birth, with authorization for at-home administration by patients or their caregivers.
The company secured more than 695 reimbursement approvals for Vyjuvek in the United States, supporting nationwide access. Internationally, robust patient demand continues to drive steady uptake following the launches in Germany, France and Japan, with more than 140 patients being prescribed the therapy across these markets.
Shares of KRYS rose nearly 8% on Monday, likely driven by the better-than-expected earnings results.
Year to date, shares of KRYS have risen 16.4% against the industry’s 3.2% decline.
Image Source: Zacks Investment Research
KRYS’ Q1 Earnings in DetailThe top line comprises product revenues from Krystal’s only marketed drug, Vyjuvek.
Krystalgenerated $116.4 million in product revenues from Vyjuvek, up from $88.2 million in the year-ago quarter, driven by strong patient uptake.
The gross margin in the reported quarter was 95%.
Research and development (R&D) expenses were approximately $15.3 million, including stock-based compensation, up 7.5% year over year. Selling, general and administrative (SG&A) expenses totaled approximately $41 million, including stock-based compensation, up 25.6% from the year-ago level. This increase was primarily due to increased headcount, legal and consulting services, and marketing costs to support the global launches of Vyjuvek.
As of March 31, 2026, cash, cash equivalents and investments totaled approximately $1 billion compared with $955.9 million as of Dec. 31, 2025.
2026 GuidanceKrystal Biotech reiterated its non-GAAP combined R&D and SG&A expense guidance of $175 million to $195 million for full-year 2026.
KRYS' Recent Pipeline UpdatesFor Vyjuvek, pricing negotiations with reimbursement authorities remain ongoing in Germany and France and are expected to continue through at least the second half of 2026 and 2027, respectively. The company expects to launch the drug in Spain in the second half of 2026.
Krystal is also advancing a robust clinical pipeline of investigational genetic medicines in the fields of respiratory, oncology, dermatology, ophthalmology and aesthetics.
On the respiratory front, the company has two candidates in its pipeline — KB407 and KB408.
The company is evaluating KB407 for the treatment of cystic fibrosis (CF). Based on discussions with the FDA, Krystal is initiating an open-label study to test repeat-dose KB407 in CF patients who cannot use or benefit from existing therapies. Patient enrollment is expected to be completed in the second quarter of 2026 and results are anticipated by the end of the year.
Concurrently, Krystal is collaborating with the FDA and the Cystic Fibrosis Foundation on an innovative registrational study design that may use real-world patient data to support evaluation of KB407’s treatment effect. It plans to finalize and share the study design following FDA alignment in the second half of 2026, with the registrational study expected to begin in 2027.
KB408 is being evaluated for the treatment of alpha-1 antitrypsin deficiency (AATD) lung disease. Enrollment is ongoing in repeat-dose Cohort 2B of the SERPENTINE-1 study, with interim results expected in 2026.
In the ophthalmology space, another candidate, KB803, is being evaluated in IOLITE, a phase III randomized, placebo-controlled crossover study for the treatment and prevention of corneal abrasions in DEB patients. Patient enrollment has been completed, with top-line data anticipated in the fourth quarter of 2026.
Krystal is also evaluating KB801 for the treatment of patients with neurotrophic keratitis (NK). A registrational, randomized, double-masked, placebo-controlled study, EMERALD-1, is evaluating the safety and tolerability of topical ocular administration of KB801 in patients with NK. Patient enrollment is currently ongoing and top-line data from the study is expected in 2026.
On the oncology front, Krystal has a promising candidate, KB707, which is being developed for the treatment of solid lung tumors.
Krystal is currently enrolling patients in the dose-expansion cohort of its phase I/II KYANITE-1 study, which is evaluating inhaled KB707 as monotherapy and in combination with chemotherapy in patients with advanced lung tumors.
In the aesthetics space, the company’s wholly owned subsidiary, Jeune Aesthetics, is currently developing KB304 for the treatment of wrinkles of the décolleté. The company expects to initiate a mid-stage study in 2027.
KRYS’ Zacks Rank & Stocks to ConsiderKrystal Biotech currently carries a Zacks Rank #4 (Sell).
Some better-ranked stocks in the biotech sector are Castle Biosciences (CSTL - Free Report) and Indivior Pharmaceuticals (INDV - Free Report) , each currently sporting a Zacks Rank #1 (Strong Buy) and Catalyst Pharmaceuticals (CPRX - Free Report) , which carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, estimates for Castle Biosciences’ 2026 loss per share have narrowed from $1.42 to $1.40. Over the same period, loss per share estimates for 2027 have also narrowed from 79 cents to 78 cents. CSTL shares have lost 34.4% year to date.
Castle Biosciences’ earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 34.69%.
Over the past 60 days, estimates for Indivior Pharmaceuticals’ 2026 earnings per share have increased from $3.03 to $3.26. Over the same period, EPS estimates for 2027 have risen from $3.40 to $3.57. INDV shares have risen 8.6% year to date.
Indivior Pharmaceuticals’ earnings beat estimates in each of the trailing four quarters, with the average surprise being 65.44%.
Over the past 60 days, estimates for Catalyst Pharmaceuticals’ 2026 earnings per share have declined from $2.82 to $2.79. Over the same period, EPS estimates for 2027 have surged from $3.20 to $3.28. CPRX shares have gained 24% year to date.
Catalyst Pharmaceuticals’ earnings beat estimates in each of the trailing four quarters, with the average surprise being 35.19%.
Krystal Biotech Inc (NASDAQ:KRYS) reported upbeat earnings for the first quarter on Monday.
The company posted quarterly earnings of $1.83 per share which beat the analyst consensus estimate of $1.39 per share. The company reported quarterly sales of $116.357 million which beat the analyst consensus estimate of $112.132 million.
Krystal Biotech shares fell 1% to trade at $284.01 on Tuesday.
These analysts made changes to their price targets on Krystal Biotech following earnings announcement.
Evercore ISI Group analyst Gavin Clark-Gartner maintained Krystal Biotech with an Outperform rating and raised the price target from $295 to $300. Citigroup analyst Yigal Nochomovitz maintained the stock with a Buy and raised the price target from $371 to $378. Considering buying KRYS stock? Here’s what analysts think:
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Krystal Biotech delivered strong Q1 2026 results, with Vyjuvek sales up 32% YoY to $116.4M and gross margin expanding to 95%. KRYS's robust balance sheet ($823M cash and negligible debt) and disciplined capital allocation fund a broad clinical pipeline without dilution risk. Two registrational readouts in 2026 and two more enrolling in 2027, position KRYS for significant pipeline-driven upside beyond Vyjuvek.
May 07, 2026 08:00 ET | Source: Krystal Biotech, Inc.
PITTSBURGH, May 07, 2026 (GLOBE NEWSWIRE) -- Krystal Biotech, Inc. (the “Company”) (NASDAQ: KRYS) today announced that the Company will participate in the BofA Securities 2026 Health Care Conference on May 13, 2026, in Las Vegas. Krish S. Krishnan, Chairman and Chief Executive Officer, will take part in a fireside chat scheduled at 11:20 am PT and host investor meetings throughout the day.
A webcast of the presentation will be available here beginning at 11:20 am PT on Wednesday, May 13, 2026 and will be posted on the Investors section of the Company’s website.
About Krystal Biotech, Inc.
Krystal Biotech, Inc. (NASDAQ: KRYS) is a fully integrated, commercial-stage, global biotechnology company focused on the discovery, development and commercialization of genetic medicines to treat diseases with high unmet medical needs. VYJUVEK®, the Company’s first commercial product, is the first-ever redosable gene therapy and the first genetic medicine approved in the United States, Europe, and Japan for the treatment of dystrophic epidermolysis bullosa. The Company is rapidly advancing a robust preclinical and clinical pipeline of investigational genetic medicines. Krystal Biotech is headquartered in Pittsburgh, Pennsylvania. Visit www.krystalbio.com to learn more or follow us on LinkedIn and X.
SummaryKrystal Biotech leverages its HSV-1 gene delivery platform, with VYJUVEK generating strong cash flow and 95% gross margins since FDA approval.KRYS is rated Buy, justified by a robust pipeline—especially oncology flagship KB707—and a $1B cash position supporting R&D without dilution risk.VYJUVEK's international rollout and pipeline catalysts could drive annual net income to $1.8–$2.9B, with forward PE potentially as low as 2.9–4.6.Risks include high dependency on VYJUVEK and clinical trial outcomes, but a diversified pipeline and regulatory fast tracks significantly de-risk the long-term thesis.Getty Images
Krystal Biotech (KRYS) is well known for its HSV-1 (Herpes Simplex Virus Type 1) viral vector platform, which is how they tackle Dystrophic Epidermolysis Bullosa (DEB) with their leading asset VYJUVEK. Most traditional gene therapies use AAV (adeno-associated virus) vectors, but the issue with these is
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
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May 18, 2026 08:00 ET | Source: Krystal Biotech, Inc.
VYJUVEK approved for the treatment of DEB from birth with flexible administration options similar to those already granted in the United States, European Union, and Japan
VYJUVEK is the first genetic medicine approved in the United Kingdom for the treatment of DEB
PITTSBURGH, May 18, 2026 (GLOBE NEWSWIRE) -- Krystal Biotech, Inc. (the “Company”) (NASDAQ: KRYS) today announced that, on May 15, 2026, the United Kingdom Medicines and Healthcare products Regulatory Agency (MHRA) granted marketing authorization to VYJUVEK® (beremagene geperpavec-svdt) for the treatment of wounds in patients with dystrophic epidermolysis bullosa (DEB) with mutation(s) in the collagen type VII alpha 1 chain (COL7A1) gene, from birth.
VYJUVEK is the first genetic medicine approved in the United Kingdom for the treatment of DEB and is designed to address the root cause of the disease by delivering functional copies of the human COL7A1 gene to provide wound healing and sustained functional type VII collagen protein expression with redosing. The approval in the United Kingdom also includes flexible administration options similar to those granted in the United States, European Union, and Japan, allowing for dosing at home or in a healthcare setting, with the option for administration by patients or their caregivers.
“This latest approval brings VYJUVEK closer to patients in the United Kingdom and advances our vision of providing corrective therapy to as many DEB patients as possible,” said Laurent Goux, Executive Vice President, Head of International at Krystal Biotech. “We are now focused on close collaboration with relevant authorities to support broad and rapid access across the United Kingdom.”
VYJUVEK also fulfilled the United Kingdom Orphan Designation criteria and will be added to the Orphan Register held by the MHRA, allowing it to benefit from up to 12 years of market exclusivity.
The approval of VYJUVEK by the MHRA was based on a comprehensive clinical dataset including results from the Company’s Phase 1/2 GEM-1 and Phase 3 GEM-3 studies, which collectively provided clear clinical evidence of successful COL7A1 gene delivery and durable wound closure following topical administration, and was further supported by results from the Company’s open label extension study and real-world experience with VYJUVEK.
The timing for launch of VYJUVEK in the United Kingdom will depend on completion of reimbursement procedures currently underway.
“We are delighted that VYJUVEK is now approved in the United Kingdom as the first and only corrective therapy for the treatment of DEB,” said Suma Krishnan, President of Research and Development at Krystal Biotech. “This positive decision by the MHRA, our fourth approval following the United States, European Union, and Japan, reflects both the strength of our clinical dataset and our commitment to maximizing access to VYJUVEK worldwide.”
VYJUVEK was previously approved by the Food and Drug Administration in the United States in May 2023, the European Commission in April 2025, and Japan’s Ministry of Health, Labour and Welfare in July 2025.
UNITED KINGDOM INDICATION
VYJUVEK is indicated for the treatment of wounds in patients with dystrophic epidermolysis bullosa (DEB) with mutation(s) in the collagen type VII alpha 1 chain (COL7A1) gene, from birth.
About Krystal Biotech, Inc.
Krystal Biotech, Inc. (NASDAQ: KRYS) is a fully integrated, commercial-stage, global biotechnology company focused on the discovery, development and commercialization of genetic medicines to treat diseases with high unmet medical needs. VYJUVEK®, the Company’s first commercial product, is the first-ever redosable gene therapy and the first genetic medicine approved in the United States, Europe, and Japan for the treatment of dystrophic epidermolysis bullosa. The Company is rapidly advancing a robust preclinical and clinical pipeline of investigational genetic medicines. Krystal Biotech is headquartered in Pittsburgh, Pennsylvania. Visit www.krystalbio.com to learn more or follow us on LinkedIn and X.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, including, but not limited to, statements regarding the timing of the launch of, and access to, VYJUVEK in the United Kingdom, and the completion of related reimbursement procedures; the potential duration of orphan market exclusivity in the United Kingdom; and the Company’s commitment to maximizing access to VYJUVEK worldwide. Words such as “anticipate,” “believe,” “expect,” “intend,” “plan,” “will,” and similar expressions are intended to identify forward-looking statements. These forward-looking statements are based on the Company’s current expectations and are subject to risks and uncertainties that could cause actual results to differ materially, including risks related to reimbursement for VYJUVEK; uncertainties associated with the maintenance of orphan designation and exclusivity in the United Kingdom; commercial and competitive risks; and such other important factors as are set forth under the caption “Risk Factors” in the Company’s most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q filed with the U.S. Securities and Exchange Commission. The Company undertakes no obligation to update any forward-looking statements except as required by law.
NORWOOD, Mass., May 21, 2026 (GLOBE NEWSWIRE) -- Corbus Pharmaceuticals Holdings, Inc. (Nasdaq: CRBP), a clinical-stage company focused on developing promising new therapies in oncology and obesity, today announced that the Company’s management team will host a conference call and webcast on Tuesday, May 26 at 8:00 a.m. EDT to discuss updated data for its Phase 1/2 study of CRB-701, a next-generation Nectin-4 antibody drug candidate (ADC), in both head and neck squamous cell carcinoma (HNSCC) as well as cervical cancer. The data, which will be presented at the upcoming 2026 American Society of Clinical Oncology (ASCO) Annual Meeting, represent an April 1, 2026 data cut, and will include clinical response durability data as well as HNSCC patient subgroup analysis.
Corbus also announced today the appointment of former Evercore Managing Director Nishant Saxena as the Company’s first Chief Business Officer, as it advances toward two key anticipated pipeline milestones this summer: the initiation of a registrational study of CRB-701 in second-line HNSCC and the completion of the CANYON-1 Phase 1b dose-ranging, 16-week study (n=240) for CRB-913, a highly peripherally restricted oral CB1 inverse agonist.
“Nishant is an accomplished industry executive with deep expertise across mergers and acquisitions, licensing, partnerships, and capital markets,” said Yuval Cohen, Ph.D., CEO of Corbus. “His proven track record of unlocking and delivering value coincides with our transition from an early clinical-stage company to one entering registrational-stage clinical development. We are excited and grateful that he has chosen to join the Corbus team.”
Mr. Saxena commented, “The emerging clinical data for CRB-701 in oncology and CRB-913 in obesity are very encouraging, and the Corbus team has done an incredible job advancing these two assets toward important milestones this year,” said Mr. Saxena. “I am excited by the clinical and commercial potential for both of these assets, and I look forward to working with Yuval and the rest of the leadership team to advance this portfolio toward its full value and impact.”
Nishant Saxena Biographical Details
Mr. Saxena has over 20 years of experience in finance, strategy, capital markets, mergers and acquisitions, and corporate development. Most recently, he was Chief Financial Officer at Jeune Aesthetics, Inc., a wholly owned subsidiary of Krystal Biotech, Inc. (NASDAQ: KRYS). Previously, Mr. Saxena spent over 15 years at Evercore, most recently as a Managing Director in the healthcare group, where he advised on transactions totaling over $500 billion in aggregate value. Mr. Saxena led numerous client engagements and advised on mergers and acquisitions, private placements, initial public offerings, follow-on offerings, partnerships, and structured financing. Earlier in his career, Mr. Saxena held positions of increasing responsibility in private equity, venture capital, and investment advisory firms. Mr. Saxena received a B.S. in Economics and an MBA from the Wharton School at the University of Pennsylvania.
Date:Tuesday, May 26, 2026Time:8:00 a.m. EDTInvestors Dial1-877-704-4453Int’l Investors Dial1-201-389-0920Conference ID13760531Webcast: Click hereCallMe™:Click here A replay will be available on the Corbus website.
CRB-701 2026 ASCO Data Presentation Details
The oral presentation titled, “A phase 1/2 study of the next-generation Nectin-4-targeting antibody–drug conjugate CRB-701 (SYS6002) in patients with recurrent or metastatic cervical cancer,” will be presented by Professor Yohann Loriot, Gustave Roussy (Paris) on Friday, May 29 at 4:57 p.m. CDT (Abstract #5508).
The poster presentation titled, “A phase 1/2 study of the next-generation Nectin-4-targeting antibody–drug conjugate CRB-701 (SYS6002) in patients with recurrent or metastatic head and neck squamous cell carcinoma,” will be presented by Charlene Mantia, M.D., Dana-Farber Cancer Institute (Boston) on Saturday, May 30 at 4:30 p.m. CDT (Abstract #6062/Poster #519).
2026 ASCO HNSCC KOL Event Details
Corbus will host an in-person and virtual KOL event during the 2026 ASCO to discuss the updated data from the Phase 1/2 clinical study of CRB-701 in 75 participants with HNSCC.
Date:Monday, June 1, 2026Time:6:30 a.m. CDTLocation:Marriott Marquis ChicagoParticipants:Corbus Management Team, joined by leading HNSCC Experts:
Ari Rosenberg, M.D., University of Chicago
Glenn Hanna, M.D., Dana-Farber Cancer Institute
Cesar Augusto Perez Batista, M.D., Sarah Cannon Research Institute A live question-and-answer session will follow the formal presentation. To register for the KOL event, click here. A replay of the event will also be available on the Corbus website.
About Corbus
Corbus Pharmaceuticals Holdings, Inc. is a clinical-stage company focused on developing promising new therapies in oncology and obesity and is committed to helping people defeat serious illness by bringing innovative scientific approaches to well-understood biological pathways. Corbus’ pipeline includes CRB-701, a next-generation antibody drug conjugate for the treatment of Nectin-4-expressing tumors, and CRB-913, an orally delivered highly peripherally restricted CB1 inverse agonist for the treatment of obesity. Corbus is headquartered in Norwood, Massachusetts. For more information on Corbus, visit corbuspharma.com. Connect with us on X, LinkedIn and Facebook.
Forward-Looking Statements
This press release contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 and Private Securities Litigation Reform Act of 1995, as amended, including those relating to the Company’s trial results, product development, clinical and regulatory timelines, including timing for completion of trials and presentation of data, anticipated timing for initiation of clinical trials, anticipated regulatory interactions and outcomes, market opportunity, competitive position, possible or assumed future results of operations, business strategies, potential growth opportunities, sufficiency of cash runway and other statements that are predictive in nature. These forward-looking statements are based on current expectations, estimates, forecasts and projections about the industry and markets in which we operate and management’s current beliefs and assumptions.
These statements may be identified by the use of forward-looking expressions, including, but not limited to, “expect,” “anticipate,” “intend,” “plan,” “believe,” “estimate,” “potential,” “predict,” “project,” “should,” “would” and similar expressions and the negatives of those terms. These statements relate to future events or our financial performance and involve known and unknown risks, uncertainties, and other factors on our operations, clinical development plans and timelines, which may cause actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Such factors include those set forth in the Company’s filings with the Securities and Exchange Commission including those described in our Annual Report on Form 10-K for the year ended December 31, 2025. Prospective investors are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date of this press release. The Company undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events or otherwise, except as required by law.
All product names, logos, brands and company names are trademarks or registered trademarks of their respective owners. Their use does not imply affiliation or endorsement by these companies.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
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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 given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
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Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
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Stock to Watch: Krystal Biotech, Inc. (KRYS - Free Report) Krystal Biotech is a fully integrated, commercial-stage biotechnology company focused on the discovery, development, manufacturing and commercialization of genetic medicines to treat diseases with high unmet medical needs.
KRYS is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Medical stock. KRYS has a Momentum Style Score of B, and shares are up 9.8% 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 $0.05 to $7.98 per share. KRYS boasts an average earnings surprise of +47%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, KRYS should be on investors' short list.
A month has gone by since the last earnings report for Krystal Biotech, Inc. (KRYS - Free Report) . Shares have added about 3% in that time frame, underperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Krystal Biotech due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.
KRYS Q1 Earnings & Sales Beat Estimates, Pipeline in Focus
Krystal Biotech reported first-quarter 2026 earnings per share (EPS) of $1.83, which surpassed the Zacks Consensus Estimate of $1.45. The reported EPS was up from $1.20 in the year-ago quarter.
Revenues of $116.4 million rose 32% year over year in the reported quarter, beating the Zacks Consensus Estimate of $112 million. Revenues came in solely from Vyjuvek sales.
KRYS’ Q1 Results in Detail
The top line comprises product revenues from Krystal’s only marketed drug, Vyjuvek.
Krystalgenerated $116.4 million in product revenues from Vyjuvek, up from $88.2 million in the year-ago quarter, driven by strong patient uptake.
The gross margin in the reported quarter was 95%.
Research and development (R&D) expenses were approximately $15.3 million, including stock-based compensation, up 7.5% year over year. Selling, general and administrative (SG&A) expenses totaled approximately $41 million, including stock-based compensation, up 25.6% from the year-ago level. This increase was primarily due to increased headcount, legal and consulting services, and marketing costs to support the global launches of Vyjuvek.
As of March 31, 2026, cash, cash equivalents and investments totaled approximately $1 billion compared with $955.9 million as of Dec. 31, 2025.
2026 Guidance of KRYS
Krystal Biotech reiterated its non-GAAP combined R&D and SG&A expense guidance of $175 million to $195 million for full-year 2026.
How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a flat trend in fresh estimates.
The consensus estimate has shifted 12.23% due to these changes.
VGM ScoresCurrently, Krystal Biotech has a strong Growth Score of A, though it is lagging a lot on the Momentum Score front with a C. Charting a somewhat similar path, the stock has a score of D on the value side, putting it in the bottom 40% for value investors.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook Krystal Biotech has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Key Takeaways Krystal Biotech posted $116.4M in Q1 2026 Vyjuvek revenues, up 32% year over year.KRYS is advancing KB407, KB408, KB803 and KB801, with multiple data readouts expected in 2026.Krystal Biotech ended Q1 with about $1B in cash and investments, supporting pipeline growth. Shares of Krystal Biotech (KRYS - Free Report) have risen 16% over the past three months against the industry’s 9.4% decline, driven by robust commercial execution and continued revenue growth from its sole marketed drug, Vyjuvek. Investor sentiment has also been bolstered by positive regulatory progress across the company’s pipeline, strengthening confidence in its proprietary gene therapy platform and a strong financial position.
Image Source: Zacks Investment Research
Strong Growth of VyjuvekThe FDA approved Vyjuvek, the first-ever revocable gene therapy, in 2023 for the treatment of patients aged six months or older with dystrophic epidermolysis bullosa (DEB), a rare and severe monogenic disease that affects the skin and mucosal tissues. The drug has also been approved by the FDA for the treatment of DEB patients from birth, with authorization for at-home administration by patients or their caregivers. Beyond the U.S. market, robust patient demand continues to drive steady uptake internationally, following the launches in Germany, France and Japan.
In the first quarter of 2026, Krystal generated $116.4 million in product revenues from Vyjuvek, up 32% year over year, driven by strong patient uptake.
Pipeline Assets Are on the MoveKrystal is advancing a diversified pipeline of genetic medicines across respiratory, ophthalmology, oncology, and aesthetics indications. Key programs include KB407 for cystic fibrosis (CF), KB408 for alpha-1 antitrypsin deficiency lung disease (AATD), KB803 for corneal abrasions in DEB patients and KB801 for neurotrophic keratitis (NK).
The company is initiating an open-label study to test repeat-dose KB407 in CF patients who cannot use or benefit from existing therapies. Patient enrollment is expected to be completed in the second quarter of 2026 and results are anticipated by the end of the year.
KB408 is being evaluated in an ongoing repeat-dose SERPENTINE-1 study for the treatment of patients with AATD. Interim results are expected in 2026.
In the ophthalmology space, KB803 is being evaluated in IOLITE, a phase III study for the treatment and prevention of corneal abrasions in DEB patients. Top-line data are anticipated in the fourth quarter of 2026.
Krystal is developing KB801 in EMERALD-1, a registrational study, for the treatment of patients with NK. Patient enrollment is ongoing, and top-line data from the study are expected in 2026.
In oncology, KB707 is being evaluated for advanced lung tumors, while its subsidiary, Jeune Aesthetics, is developing KB304 for wrinkle treatment.
The advancement of multiple clinical programs has strengthened confidence in Krystal's proprietary gene therapy platform and its potential to generate long-term growth beyond Vyjuvek.
KRYS’ Strong Financial PositionKrystal ended the first quarter of 2026 with approximately $1 billion in cash and investments. The cash-rich balance sheet reduces financing risk and supports continued investment in pipeline development and commercialization activities.
KRYS’ Zacks Rank & Stocks to ConsiderKrystal Biotech currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the biotech sector are Indivior Pharmaceuticals (INDV - Free Report) , Liquidia Corporation (LQDA - Free Report) and Immunocore (IMCR - Free Report) , each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 30 days, earnings per share estimates for Indivior Pharmaceuticals remained unchanged at $4.05 for 2026 and $4.27 for 2027. INDV shares have lost 1.3% year to date.
Indivior Pharmaceuticals’ earnings beat estimates in each of the trailing four quarters, with the average surprise being 65.44%.
Over the past 30 days, estimates for Liquidia’s 2026 earnings per share have increased to $2.97 from $1.50. Over the same period, EPS estimates for 2027 have risen to $4.81 from $2.91. LQDA shares have gained 61.5% year to date.
Liquidia’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 54.40%.
Over the past 30 days, loss per share estimates for Immunocore’s 2026 have improved from 88 cents to earnings per share of 6 cents. Over the same period, EPS estimates for 2027 have risen from 24 cents to 87 cents. IMCR shares have lost 17.5% year to date.
Immunocore’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 46.66%.
Investors in Krystal Biotech, Inc. (KRYS - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the June 18, 2026 $200.00 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for Krystal Biotech share, but what is the fundamental picture for the company? Currently, Krystal Biotech is a Zacks Rank #3 (Hold) in the Medical - Biomedical and Genetics Industry that ranks in the Bottom 40% of our Zacks Industry Rank. Over the last 60 days, one analyst has increased his estimate for the current quarter, while two have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter to move from $1.75 per share to $1.81 per share in the same time period.
Given the way analysts feel about Krystal Biotech right now, this huge implied volatility could mean there’s a trade developing. Often times, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
, /PRNewswire/ -- Canadian Solar Inc. ("the Company", "Canadian Solar") (NASDAQ: CSIQ) today announced that it will hold a conference call on Thursday May 14, 2026, at 8:00 a.m. U.S. Eastern Time to discuss the Company's first quarter 2026 results and business outlook.
The dial-in phone number for the live audio call is +1-877-704-4453 (toll-free from the U.S.) or +1-201-389-0920 from international locations. The conference ID is 13760199. A live webcast of the conference call will also be available via the webcast link on the investor relations section of Canadian Solar's website.
A replay of the call will be available after the conclusion of the call until 11:00 p.m. U.S. Eastern Time on Thursday, May 28, 2026, and can be accessed by dialing +1-844-512-2921 (toll-free from the U.S.) or +1-412-317-6671 from international locations. The replay pin number is 13760199. A webcast replay will also be available via the webcast link on the investor relations section of Canadian Solar's website.
About Canadian Solar Inc.
Canadian Solar is one of the world's largest solar technology and renewable energy companies. Founded in 2001 and headquartered in Kitchener, Ontario, the Company is a leading manufacturer of solar photovoltaic modules; provider of solar energy and battery energy storage solutions; and developer, owner, and operator of utility-scale solar power and battery energy storage projects. Over the past 25 years, Canadian Solar has successfully delivered over 174 GW of premium-quality, solar photovoltaic modules to customers across the world. Through its subsidiary e-STORAGE, Canadian Solar has shipped over 18 GWh of battery energy storage solutions to global markets as of December 31, 2025, boasting a $3.6 billion contracted backlog as of March 13, 2026. Since entering the project development business in 2010, Canadian Solar has developed, built, and connected approximately 12 GWp of solar power projects and 6.2 GWh of battery energy storage projects globally. Its geographically diversified project development pipeline includes 24 GWp of solar and 83 GWh of battery energy storage capacity in various stages of development. Canadian Solar is one of the most bankable companies in the solar and renewable energy industry, having been publicly listed on the NASDAQ since 2006. For additional information about the Company, follow Canadian Solar on LinkedIn or visit www.canadiansolar.com.
CANADIAN SOLAR INC. INVESTOR RELATIONS CONTACT
Wina Huang
Investor Relations
Canadian Solar Inc.
[email protected]
Earnings are arguably the most important single number on a company's quarterly financial report. Wall Street clearly dives into all of the other metrics and management's input, but the EPS figure helps cut through all the noise.
Life and the stock market are both about expectations, and rising above what is expected is often rewarded, while falling short can come with negative consequences. Investors might want to try to capture stronger returns by finding positive earnings surprises.
Now that we know how important earnings and earnings surprises are, it's time to show investors how to take advantage of these events to boost their returns by utilizing the Zacks Earnings ESP filter.
The Zacks Earnings ESP, ExplainedThe Zacks Earnings ESP, or Expected Surprise Prediction, aims to find earnings surprises by focusing on the most recent analyst revisions. The basic premise is that if an analyst reevaluates their earnings estimate ahead of an earnings release, it means they likely have new information that could possibly be more accurate.
Now that we understand the basic idea, let's look at how the Expected Surprise Prediction works. The ESP is calculated by comparing the Most Accurate Estimate to the Zacks Consensus Estimate, with the percentage difference between the two giving us the Zacks ESP figure.
When we join a positive earnings ESP with a Zacks Rank #3 (Hold) or stronger, stocks posted a positive bottom-line surprise 70% of the time. Plus, this system saw investors produce roughly 28% annual returns on average, according to our 10 year backtest.
Stocks with a ranking of #3 (Hold), or 60% of all stocks covered by the Zacks Rank, are expected to perform in-line with the broader market. Stocks with rankings of #2 (Buy) and #1 (Strong Buy), or the top 15% and top 5% of stocks, respectively, should outperform the market; Strong Buy stocks should outperform more than any other rank.
Should You Consider SolarEdge Technologies?The last thing we will do today, now that we have a grasp on the ESP and how powerful of a tool it can be, is to quickly look at a qualifying stock. SolarEdge Technologies (SEDG - Free Report) holds a #3 (Hold) at the moment and its Most Accurate Estimate comes in at -$0.20 a share 13 days away from its upcoming earnings release on May 5, 2026.
SolarEdge Technologies' Earnings ESP sits at +15.22%, which, as explained above, is calculated by taking the percentage difference between the -$0.20 Most Accurate Estimate and the Zacks Consensus Estimate of -$0.23. SEDG is also part of a large group of stocks that boast a positive ESP. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
SEDG is just one of a large group of Oils and Energy stocks with a positive ESP figure. Canadian Solar (CSIQ - Free Report) is another qualifying stock you may want to consider.
Canadian Solar is a Zacks Rank #3 (Hold) stock, and is getting ready to report earnings on May 14, 2026. CSIQ's Most Accurate Estimate sits at -$1.06 a share 22 days from its next earnings release.
The Zacks Consensus Estimate for Canadian Solar is -$1.08, and when you take the percentage difference between that number and its Most Accurate Estimate, you get the Earnings ESP figure of +1.85%.
SEDG and CSIQ's positive ESP metrics may signal that a positive earnings surprise for both stocks is on the horizon.
Find Stocks to Buy or Sell Before They're ReportedUse the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>