반응형 EquityResearch28 Vertex (VRTX) Stock: 96% CF Revenue and a $10B Deal Vertex Pharmaceuticals (NASDAQ: VRTX) grew second-quarter 2026 revenue +12% to $3.334 billion and raised its full-year revenue guidance from $12.95 billion to $13.1 billion up to $13.1 billion to $13.2 billion. Non-GAAP EPS rose only +4.6% to $4.73. On July 6 it agreed to buy Crinetics Pharmaceuticals, an endocrinology drugmaker, for an equity value of about $10.0 billion in cash, and the deal c.. 2026. 10. 20. T-Mobile (TMUS) Stock: Phone Metrics It Stopped Reporting T-Mobile US, Inc. (NASDAQ: TMUS) added 277,000 postpaid accounts in the second quarter of 2026, -12.9% from a year earlier, while service revenue grew +8.9% to $18.98 billion and Core Adjusted EBITDA grew +11.7% to $9.54 billion. Starting with the first quarter of 2026, the company stopped reporting postpaid phone net additions and phone churn, and the last phone churn figure it published, for t.. 2026. 10. 19. KLA (KLAC) Stock: Net Income Up 19% and Cash Flow Flat KLA Corporation (NASDAQ: KLAC) grew fiscal 2026 revenue +11.7% to $13.58 billion and net income +18.9% to $4.83 billion, yet free cash flow rose only +0.5% to $3.77 billion. Growth in inventory and receivables explains 102.6% of the gap between earnings and cash. Purchase commitments to suppliers reached $5.97 billion at June 30, 2.5 times the year before, which means KLA has already paid for, o.. 2026. 10. 18. Booking Holdings (BKNG) Stock: Buybacks Beyond Cash Flow Booking Holdings Inc. (NASDAQ: BKNG) grew second-quarter 2026 revenue +8.1% to $7.35 billion and adjusted EPS +15% to $2.54, which is exactly the shape of its own long-term algorithm. About 41% of that EPS gain came from a smaller share count, and from 2022 through 2025 the company returned 107.3% of its free cash flow to shareholders. The shares are down -23.7% this year, and the open question .. 2026. 10. 17. Halozyme (HALO) Stock: 2033 Convertible Notes, Dilution Halozyme Therapeutics (NASDAQ: HALO) earned an operating margin of 59.8% in the second quarter of 2026. Revenue was $481.0 million, operating income was $287.7 million, and royalties alone brought in $307.7 million, or 64.0% of the total.Stockholders' equity at the end of that quarter was $143.5 million. The shares trade at $112.45 for a market value of $12.76 billion, which puts the book value .. 2026. 9. 21. Illumina (ILMN) Stock Analysis: Organic Growth vs M&A Illumina (ILMN) is up 3.4 times in eighteen months. The stock traded at $71.20 in April 2025 and closed at $239.62, a market capitalisation of $36.18 billion. Over the same stretch the company's revenue went the other way: $4,526 million in 2021 down to $4,343 million in 2025.So this piece follows one number. In the second quarter of 2026 Illumina reported revenue growth of +9.5%. The company's .. 2026. 9. 20. Previous 1 2 3 4 5 Next 반응형
