- Agenus (AGEN) Q1 Earnings and Revenues Miss Estimates
May 11, 2026 · zacks.com
Agenus (AGEN) came out with quarterly earnings of $1.02 per share, missing the Zacks Consensus Estimate of $2.1 per share. This compares to a loss of $1.03 per share a year ago.
- Agenus Reports First Quarter 2026 Financial Results and Highlights BOT+BAL Execution Across Global Access and Phase 3 Development
May 11, 2026 · businesswire.com
LEXINGTON, Mass.--(BUSINESS WIRE)---- $AGEN #BATTMAN--Agenus Inc. (Nasdaq: AGEN), a leader in immuno-oncology innovation, today reported financial results for the first quarter ended March 31, 2026, and provided an operational update on botensilimab plus balstilimab (BOT+BAL), the Company's lead clinical program and one of the most clinically advanced next-generation CTLA-4/PD-1 combinations in development. The first quarter marked a transition from foundation-building to execution for BOT+BAL. Physician engageme.
- AGENUS REPORTS FIRST QUARTER 2026 FINANCIAL RESULTS AND HIGHLIGHTS BOT+BAL EXECUTION ACROSS GLOBAL ACCESS AND PHASE 3 DEVELOPMENT
May 11, 2026
LEXINGTON, MASS.--(BUSINESS WIRE)---- $AGEN #BATTMAN--AGENUS INC. (NASDAQ: AGEN), A LEADER IN IMMUNO-ONCOLOGY INNOVATION, TODAY REPORTED FINANCIAL RESULTS FOR THE FIRST QUARTER ENDED MARCH 31, 2026, AND PROVIDED AN OPERATIONAL UPDATE ON BOTENSILIMAB PLUS BALSTILIMAB (BOT+BAL), THE COMPANY'S LEAD CLINICAL PROGRAM AND ONE OF THE MOST CLINICALLY ADVANCED NEXT-GENERATION CTLA-4/PD-1 COMBINATIONS IN DEVELOPMENT. THE FIRST QUARTER MARKED A TRANSITION FROM FOUNDATION-BUILDING TO EXECUTION FOR BOT+BAL. PHYSICIAN ENGAGEME.
- Here are the major earnings before the open Monday
May 10, 2026
Major earnings expected before the bell on Monday include:
* Barrick Mining Corporation (B [https://seekingalpha.com/symbol/B])
* Circle Internet Group (CRCL [https://seekingalpha.com/symbol/CRCL])
* Cronos Group (CRON [https://seekingalpha.com/symbol/CRON])
* Constellation Energy Corporation (CEG [https://seekingalpha.com/symbol/CEG])
* The Mosaic Company (MOS [https://seekingalpha.com/symbol/MOS])
Other earnings slated for release before Monday's open include:
* ACH [https://seekingalpha.com/symbol/ACH], AGEN [https://seekingalpha.com/symbol/AGEN], AGNT [https://seekingalpha.com/symbol/AGNT], CERT [https://seekingalpha.com/symbol/CERT], CEVA [https://seekingalpha.com/symbol/CEVA], CGBD [https://seekingalpha.com/symbol/CGBD], CMCL [https://seekingalpha.com/symbol/CMCL], DOLE [https://seekingalpha.com/symbol/DOLE], FOX [https://seekingalpha.com/symbol/FOX], FOXA [https://seekingalpha.com/symbol/FOXA], FSK [https://seekingalpha.com/symbol/FSK], HAIN [https://seekingalpha.com/symbol/HAIN], HRTX [https://seekingalpha.com/symbol/HRTX], KSPI [https://seekingalpha.com/symbol/KSPI], LINC [https://seekingalpha.com/symbol/LINC], LQDA [https://seekingalpha.com/symbol/LQDA], MNDY [https://seekingalpha.com/symbol/MNDY], PRKS [https://seekingalpha.com/symbol/PRKS], RDNT [https://seekingalpha.com/symbol/RDNT], SBET [https://seekingalpha.com/symbol/SBET], SBH [https://seekingalpha.com/symbol/SBH], SDRL [https://seekingalpha.com/symbol/SDRL], TH [https://seekingalpha.com/symbol/TH], TKC [https://seekingalpha.com/symbol/TKC], TLS [https://seekingalpha.com/symbol/TLS], UNIT [https://seekingalpha.com/symbol/UNIT], UP [https://seekingalpha.com/symbol/UP], VFF [https://seekingalpha.com/symbol/VFF], VIV [https://seekingalpha.com/symbol/VIV]
* For Seeking Alpha's full earnings season calendar, click here [https://seekingalpha.com/earnings/earnings-calendar].
- Earnings week ahead: BABA, CSCO, PLUG, AMAT, JD, and more
May 10, 2026
[Rolled newspaper with the headline Quarterly Results]
Zerbor
As earnings season enters another busy stretch, the upcoming week will bring a diverse mix of reports spanning AI infrastructure, semiconductors, e-commerce, clean energy, crypto, healthcare, and industrial technology.
In technology and AI, investors will closely watch results from Alibaba Group Holding Limited (BABA [https://seekingalpha.com/symbol/BABA]), Cisco Systems (CSCO [https://seekingalpha.com/symbol/CSCO]), Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]), Nebius Group (NBIS [https://seekingalpha.com/symbol/NBIS]), Figma (FIG [https://seekingalpha.com/symbol/FIG]), Wix.com (WIX [https://seekingalpha.com/symbol/WIX]), monday.com (MNDY [https://seekingalpha.com/symbol/MNDY]), and quantum-focused names including Rigetti Computing (RGTI [https://seekingalpha.com/symbol/RGTI]), D-Wave Quantum (QBTS [https://seekingalpha.com/symbol/QBTS]), and Quantum Computing (QUBT [https://seekingalpha.com/symbol/QUBT]) for signals around enterprise spending, cloud demand, and the evolving AI ecosystem.
China and emerging-market consumer and fintech trends will also remain in focus through earnings from JD.com (JD [https://seekingalpha.com/symbol/JD]), Sea Limited (SE [https://seekingalpha.com/symbol/SE]), Nu Holdings (NU [https://seekingalpha.com/symbol/NU]), and StoneCo (STNE [https://seekingalpha.com/symbol/STNE]), while digital asset and crypto-market attention may center on Circle Internet Group (CRCL [https://seekingalpha.com/symbol/CRCL]), MARA Holdings (MARA [https://seekingalpha.com/symbol/MARA]), and CleanSpark (CLSK [https://seekingalpha.com/symbol/CLSK]).
Energy, mining, and commodity players such as Constellation Energy (CEG [https://seekingalpha.com/symbol/CEG]), Barrick Mining (B [https://seekingalpha.com/symbol/B]), Franco-Nevada (FNV [https://seekingalpha.com/symbol/FNV]), First Majestic Silver (AG [https://seekingalpha.com/symbol/AG]), Mosaic (MOS [https://seekingalpha.com/symbol/MOS]), Ovintiv (OVV [https://seekingalpha.com/symbol/OVV]), Lithium Argentina (LAR [https://seekingalpha.com/symbol/LAR]), and Canadian Solar (CSIQ [https://seekingalpha.com/symbol/CSIQ]) are expected to provide insight into commodity demand, energy markets, and the transition toward cleaner power infrastructure.
Speculative growth and next-generation mobility names including Archer Aviation (ACHR [https://seekingalpha.com/symbol/ACHR]), AST SpaceMobile (ASTS [https://seekingalpha.com/symbol/ASTS]), Virgin Galactic (SPCE [https://seekingalpha.com/symbol/SPCE]), Intuitive Machines (LUNR [https://seekingalpha.com/symbol/LUNR]), Plug Power (PLUG [https://seekingalpha.com/symbol/PLUG]), Blink Charging (BLNK [https://seekingalpha.com/symbol/BLNK]), and Eos Energy Enterprises (EOSE [https://seekingalpha.com/symbol/EOSE]) will offer another read on investor appetite for emerging technologies and long-duration innovation themes.
Meanwhile, healthcare, industrial, infrastructure, and consumer-facing companies such as Hims & Hers Health (HIMS [https://seekingalpha.com/symbol/HIMS]), Halozyme Therapeutics (HALO [https://seekingalpha.com/symbol/HALO]), Siemens Aktiengesellschaft (SIEGY [https://seekingalpha.com/symbol/SIEGY]), Simon Property Group (SPG [https://seekingalpha.com/symbol/SPG]), Under Armour (UAA [https://seekingalpha.com/symbol/UAA]), GoPro (GPRO [https://seekingalpha.com/symbol/GPRO]), and Manulife Financial Corporation (MFC [https://seekingalpha.com/symbol/MFC]) add further breadth across healthcare, manufacturing, consumer, and financial services markets.
With a reporting lineup that spans established global leaders and high-volatility growth names, the week ahead could provide fresh insight into risk appetite, AI monetization, consumer resilience, and the broader direction of global markets heading into the next phase of earnings season.
Below is a rundown of major quarterly updates anticipated for the week of May 11 to May 15:
MONDAY, MAY 11
PLUG POWER (PLUG [https://seekingalpha.com/symbol/PLUG])
Plug Power (PLUG [https://seekingalpha.com/symbol/PLUG]) is set to report Q1 results on Monday after the close, with investors hoping it can extend the momentum from a much-improved Q4 2025.
In Q4, Plug posted its first positive gross margin in years at 2.4%, on revenue of $225.2M, up 17.6% Y/Y. Management also reiterated a long-term profitability roadmap, targeting positive EBITDAS in Q4 2026, positive operating income by the end of 2027, and full profitability by the end of 2028.
Recent asset monetization, including a $132.5M sale to Stream Data Centers as part of a broader liquidity plan, has bolstered investor sentiment.
However, Wall Street is roughly Neutral while Seeking Alpha's Quant Rating System also remains cautious [https://seekingalpha.com/symbol/PLUG/ratings/quant-ratings], citing profitability and valuation.
SA contributor Henrik Alex reiterated a Sell view on Plug Power, arguing that the company’s margin improvement is encouraging but that cash burn remains high, the electrolyzer backlog is at multi-year lows, and management’s 2026 growth targets look difficult to achieve without a meaningful pickup in new orders.
* Consensus EPS Estimates: -$0.10
* Consensus Revenue Estimates: $139.76M
* Earnings Insight: Plug Power has missed EPS estimates in 8 consecutive reports, exceeding revenue forecasts in just 3 of those quarters.
ALSO REPORTING: Barrick Mining (B [https://seekingalpha.com/symbol/B]), Simon Property Group (SPG [https://seekingalpha.com/symbol/SPG]), Hims & Hers Health (HIMS [https://seekingalpha.com/symbol/HIMS]), 3D Systems Corporation (DDD [https://seekingalpha.com/symbol/DDD]), SeaDrill (SDRL [https://seekingalpha.com/symbol/SDRL]), Cronos Group (CRON [https://seekingalpha.com/symbol/CRON]), Marathon Digital Holdings (MARA [https://seekingalpha.com/symbol/MARA]), Blink Charging (BLNK [https://seekingalpha.com/symbol/BLNK]), GoPro (GPRO [https://seekingalpha.com/symbol/GPRO]), Mosaic (MOS [https://seekingalpha.com/symbol/MOS]), Uniti Group (UNIT [https://seekingalpha.com/symbol/UNIT]), Ovintiv (OVV [https://seekingalpha.com/symbol/OVV]), Danaos (DAC [https://seekingalpha.com/symbol/DAC]), ARKO Petroleum (APC [https://seekingalpha.com/symbol/APC]), Agenus (AGEN [https://seekingalpha.com/symbol/AGEN]), CleanSpark (CLSK [https://seekingalpha.com/symbol/CLSK]), Village Farms International (VFF [https://seekingalpha.com/symbol/VFF]), Circle Internet Group (CRCL [https://seekingalpha.com/symbol/CRCL]), and more.
TUESDAY, MAY 12
JD.COM (JD [https://seekingalpha.com/symbol/JD])
JD.com (JD [https://seekingalpha.com/symbol/JD]), one of China's largest e-commerce and supply chain technology platforms, is scheduled to report its Q1 results on Tuesday before the U.S. market opens, with investors closely watching whether the company can rebound from a challenging Q4.
JD.com's most recent quarter saw resilient full-year revenue growth, margin expansion, and a record user base, with strong performance in general merchandise and new businesses. However, the company posted its first quarterly loss in more than three years as the food-delivery subsidy war in China continued to take a toll on the e-commerce giant.
Looking ahead to Q1, management has expressed confidence in sustaining healthy growth across general merchandise, supermarket, fashion, and healthcare in 2026, while noting that electronics and home appliances are expected to recover only in the second half of the year due to a high base effect in H1. Food delivery investment is expected to decrease in 2026, with a renewed focus on healthy scaling and improved unit economics, a signal the market has been eager to hear following months of margin pressure from the bruising food delivery price war with rivals.
On the international front, JD.com has been expanding aggressively beyond China's borders. The company launched Joybuy, a shopping platform serving six European countries, including the U.K., in March 2026, while also making a $2.5B bid for German electronics retailer Ceconomy.
The company also completed a CNY10B senior notes offering in April 2026, signaling continued confidence in its capital position despite the near-term earnings headwinds.
Persistent US-China trade tensions and the ever-present risk of ADR delisting remain overhangs that keep a ceiling on valuation for many international investors, even as the underlying business continues to scale.
Wall Street sentiment remains broadly constructive, and Seeking Alpha's Quant rating system also suggests a Buy [https://seekingalpha.com/symbol/JD/ratings/quant-ratings].
SA author Byte Sized Alpha also recommends a Buy [https://seekingalpha.com/article/4897710-jdcom-logistics-ai-and-marketplace-growth-could-drive-a-re-rating] rating on JD.com (JD [https://seekingalpha.com/symbol/JD]), arguing that the stock remains undervalued as growth drivers across logistics, marketplace operations, advertising, and industrial AI systems continue to strengthen the long-term thesis.
The author highlights JD’s vertically integrated logistics network and international expansion through JoyExpress as key competitive advantages, while AI-driven tools such as JoyStreamer and JingYan Assistant are helping accelerate higher-margin advertising and marketplace revenue growth.
At roughly 10x forward earnings and around $30 per share, Byte Sized Alpha sees further upside potential, assigning a 12-month price target of $42.
* Consensus EPS Estimates: $0.53
* Consensus Revenue Estimates: $45.55B
* Earnings Insight: JD.com has topped EPS and revenue expectations in 7 of the past 8 quarters.
ALSO REPORTING: Sea Limited (SE [https://seekingalpha.com/symbol/SE]), Under Armour (UAA [https://seekingalpha.com/symbol/UAA]), First Majestic Silver (AG [https://seekingalpha.com/symbol/AG]), OrganiGram (OGI [https://seekingalpha.com/symbol/OGI]), GrowGeneration (GRWG [https://seekingalpha.com/symbol/GRWG]), Franco-Nevada (FNV [https://seekingalpha.com/symbol/FNV]), HUYA (HUYA [https://seekingalpha.com/symbol/HUYA]), B&G Foods (BGS [https://seekingalpha.com/symbol/BGS]), Zebra Technologies (ZBRA [https://seekingalpha.com/symbol/ZBRA]), Tencent Music Entertainment Group (TME [https://seekingalpha.com/symbol/TME]), Kopin (KOPN [https://seekingalpha.com/symbol/KOPN]), D-Wave Quantum (QBTS [https://seekingalpha.com/symbol/QBTS]), and more.
WEDNESDAY, MAY 13
CISCO SYSTEMS (CSCO [https://seekingalpha.com/symbol/CSCO])
Cisco Systems (CSCO [https://seekingalpha.com/symbol/CSCO]) is set to release its FQ3 results after Wednesday’s close, with expectations elevated after a run of strong quarters and bullish management commentary. The company has said it is positioned for its best fiscal year on record, driven by momentum in AI infrastructure and networking.
In its most recent quarter, Cisco beat expectations and raised its full-year outlook to revenue of $61.2B to $61.7B and non-GAAP EPS of $4.13 to $4.17, assuming current tariffs and exemptions remain in place through FY2026.
The AI infrastructure story remains the main driver heading into the print. Silicon One shipped its one millionth chip during Q2; Cisco unveiled the G300 architecture with 102.4 Tbps of switching bandwidth, and the company now has design wins with five of six major hyperscalers. A campus networking upgrade cycle and a sovereign cloud pipeline exceeding $2.5B add to the growth runway, and investors will be watching to see whether AI order momentum has stayed strong into Q3.
Splunk integration is the other major focus. Roughly two years after the deal closed, Cisco is still benefiting from cross-sell opportunities, but the cloud subscription transition continues to weigh on near-term recognized revenue. That said, the growth in Splunk’s ARR and product RPO supports the longer-term thesis, even if the monetization path remains gradual.
Margins will also be closely watched. Cisco is shifting from legacy networking hardware toward AI infrastructure leadership, but that mix shift is putting pressure on gross and operating margins. Management has guided Q3 non-GAAP gross margin of 65.5% to 66.5% and non-GAAP operating margin of 33.5% to 34.5%, while tariff exposure on memory, PCBs, and optics remains an added variable.
Wall Street remains broadly constructive with a Buy rating, but investors still appear to be weighing execution risk against the upside from AI and Splunk.
Meanwhile, Seeking Alpha's Quant Rating System suggests a Hold [https://seekingalpha.com/symbol/CSCO/ratings/quant-ratings].
* Consensus EPS Estimates: $1.04
* Consensus Revenue Estimates: $15.56B
* Earnings Insight: Cisco has beaten EPS and revenue estimates in 8 straight quarters.
ALSO REPORTING: Alibaba Group Holding (BABA [https://seekingalpha.com/symbol/BABA]), Nebius Group (NBIS [https://seekingalpha.com/symbol/NBIS]), Inovio Biomedical (INO [https://seekingalpha.com/symbol/INO]), Bionano Genomics (BNGO [https://seekingalpha.com/symbol/BNGO]), Paysafe Group Holdings (PSFE [https://seekingalpha.com/symbol/PSFE]), Manulife Financial (MFC [https://seekingalpha.com/symbol/MFC]), Wix.com (WIX [https://seekingalpha.com/symbol/WIX]), Capital Southwest (CSWC [https://seekingalpha.com/symbol/CSWC]), Energous (WATT [https://seekingalpha.com/symbol/WATT]), Shoulder Innovations (SI [https://seekingalpha.com/symbol/SI]), Dynatrace (DT [https://seekingalpha.com/symbol/DT]), Altimmune (ALT [https://seekingalpha.com/symbol/ALT]), Gilat Satellite Networks (GILT [https://seekingalpha.com/symbol/GILT]), COMPASS Pathways (CMPS [https://seekingalpha.com/symbol/CMPS]), Teekay (TK [https://seekingalpha.com/symbol/TK]), Doximity (DOCS [https://seekingalpha.com/symbol/DOCS]), Veru (VERU [https://seekingalpha.com/symbol/VERU]), and more.
THURSDAY, MAY 14
APPLIED MATERIALS (AMAT [https://seekingalpha.com/symbol/AMAT])
Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]), the world’s largest semiconductor equipment maker by revenue, is set to report FQ2 results after Thursday’s close, with investors looking for another beat-and-raise quarter from one of the market’s key AI infrastructure beneficiaries.
In February, the company topped expectations in FQ1 results, while management said it expects its semiconductor equipment business to grow by more than 20% in calendar 2026. Applied then guided FQ2 revenue of about $7.65B and adjusted EPS of $2.64, and analysts have since edged estimates higher.
The biggest growth drivers remain gate-all-around transistors and high-bandwidth memory, where advanced tools are increasingly essential as chipmakers push to smaller nodes and more complex stacking. Applied’s $5B EPIC Center initiative is also a key focus, as investors watch for updates on customer co-development, commercialization timelines, and the pace of AI-related demand. China remains the main risk.
Management has already flagged a potential $600M FY2026 revenue headwind from tighter U.S. export restrictions, which could affect both tool shipments and service revenue.
The overall demand landscape driven by AI-related capital expenditures remains favorable, and Wall Street maintains a positive outlook ahead of the earnings report.
Meanwhile, Seeking Alpha's Quant Rating System recommends a Hold rating [https://seekingalpha.com/symbol/AMAT/ratings/quant-ratings].
* Consensus EPS Estimates: $2.67
* Consensus Revenue Estimates: $7.68B
* Earnings Insight: AMAT has beaten EPS and revenue estimates in 8 straight quarters, missing revenue expectations only once in that span.
ALSO REPORTING: Virgin Galactic Holdings (SPCE [https://seekingalpha.com/symbol/SPCE]), Workhorse Group (WKHS [https://seekingalpha.com/symbol/WKHS]), Canadian Solar (CSIQ [https://seekingalpha.com/symbol/CSIQ]), Vuzix (VUZI [https://seekingalpha.com/symbol/VUZI]), Co-Diagnostics (CODX [https://seekingalpha.com/symbol/CODX]), Canada Goose Holdings (GOOS [https://seekingalpha.com/symbol/GOOS]), Intuitive Machines (LUNR [https://seekingalpha.com/symbol/LUNR]), YETI Holdings (YETI [https://seekingalpha.com/symbol/YETI]), Karyopharm Therapeutics (KPTI [https://seekingalpha.com/symbol/KPTI]), Nu Holdings (NU [https://seekingalpha.com/symbol/NU]), and more.
FRIDAY, MAY 15
The week wraps up on a lighter note, with only a handful of earnings scheduled for Friday's pre-market session. Notable names include Sachem Capital (SACH [https://seekingalpha.com/symbol/SACH]), PAVmed (PAVM [https://seekingalpha.com/symbol/PAVM]), H World Group (HTHT [https://seekingalpha.com/symbol/HTHT]), and more.
MORE ON RELATED STOCKS:
* Cisco Q3 Earnings Preview: Margin Focus As Shares Trade Near Highs [https://seekingalpha.com/article/4899260-cisco-q3-earnings-preview-margin-focus-as-shares-trade-near-highs]
* JD.com: Logistics, AI, And Marketplace Growth Could Drive A Re-Rating [https://seekingalpha.com/article/4897710-jdcom-logistics-ai-and-marketplace-growth-could-drive-a-re-rating]
* Alibaba's AI Engine Is Powering A Still Undervalued Comeback [https://seekingalpha.com/article/4894312-alibabas-ai-engine-is-powering-a-still-undervalued-comeback]
* US said to suspect Nvidia chips smuggled to Alibaba via Thailand, Bloomberg reports [https://seekingalpha.com/news/4589535-us-said-to-suspect-nvidia-chips-smuggled-to-alibaba-via-thailand-bloomberg-reports]
* Kimi chatbot developer Moonshot AI reaches $20B valuation in Meituan-led funding round [https://seekingalpha.com/news/4587927-kimi-chatbot-developer-moonshot-ai-reaches-20b-valuation-in-meituan-led-funding-round]
- Mettler-Toledo Q1 Earnings Top Estimates, Sales Increase Y/Y
May 8, 2026
Mettler-Toledo International MTD delivered first-quarter 2026 adjusted earnings of $8.91 per share, beating the Zacks Consensus by 2.44%. The bottom line increased 8.8% on a year-over-year basis.
Net sales were $947.1 million, up 7% year over year (up 3% in local currency), beating the Zacks Consensus Estimate by 0.04%.
MTD Navigates a More Uneven Regional Backdrop
On a local-currency basis, MTD’s sales increased 2% in the Americas, 1% in Europe, and 5% in Asia/Rest of World in the quarter. Excluding acquisitions, local-currency sales increased 1%, including flat performance in the Americas and 3% growth in Asia/Rest of World.
Americas sales rose to $389 million from $378 million, representing 41% of total revenues, Europe sales increased to $279 million from $248 million, representing 29% of total revenue, and Asia/Rest of World sales rose to $279 million from $258 million, which accounted for 29% of total revenues.
Mettler-Toledo International, Inc. Price, Consensus and EPS SurpriseMettler-Toledo International, Inc. Price, Consensus and EPS Surprise
Mettler-Toledo International, Inc. price-consensus-eps-surprise-chart | Mettler-Toledo International, Inc. Quote
Mettler-Toledo Sees Mixed Growth Across Product Lines
By product category, Mettler-Toledo’s Laboratory business generated $525 million of sales in the first quarter compared with $500 million a year ago. Industrial sales rose to $375 million from $341 million, while Food Retail increased to $48 million from $42 million, taking total segment sales to $947 million from $884 million.
On a local-currency basis, Laboratory was up 1%, Industrial up 5%, and Food Retail up 7%, with total reported down 3% in that specific local-currency view. The company also noted that local-currency growth excluding acquisitions was 1%, including flat sales growth in Laboratory and 2% in Industrial for the three months ended March 31, 2026.
Mettler-Toledo’s Q1 Operating Details
Gross profit was $555.8 million, implying a gross margin of 58.7% compared with 59.5% in the year-ago period, a decline of 80 basis points.
Operating expense lines showed measured growth. Research and development expense was $51.3 million, up 10.6% year over year. Selling, general, and administrative expenses were $258.3 million, up 6.4% year over year.
Adjusted operating profit increased 4% year over year to $246.2 million. The adjusted operating margin was 26%, which declined 80 bps year over year.
MTD’s Balance Sheet & Cash Flow
As of March 31, 2026, Mettler-Toledo’s cash and cash-equivalent balance was $60.5 million, down from $66.9 million as of Dec. 31, 2025. The long-term debt was $2.16 billion as of March 31, 2026.
Cash flow from operating activities totaled $139.8 million in the quarter, while adjusted free cash flow was $119.7 million.
On capital allocation, the company repurchased $206.3 million of common stock during the period.
Story Continues
Mettler-Toledo’s Q2 & FY26 Guidance
Management cautioned that market conditions remain uncertain and “could change quickly,” but guided for second-quarter 2026 local-currency sales growth of approximately 3%. Adjusted earnings for the second quarter are forecasted to be in the range of $10.70 to $10.85 per share, implying 6% to 8% growth year over year.
For 2026, MTD reaffirmed expected local-currency sales growth of approximately 4% and raised adjusted earnings guidance to $46.30 to $46.95 per share from the prior outlook of $46.05 to $46.70.
MTD Zacks Rank & Stocks to Consider
Mettler-Toledo currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the broader Zacks Medical sector include Agilent Technologies A, Agenus AGEN, and Doximity DOCS. While Agenus stock currently sports a Zacks Rank #1 (Strong Buy), Agilent Technologies and Doximity stock carry a Zacks Rank of 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Shares of Agilent Technologies have lost 12.8% in the year-to-date period. Agilent Technologies is set to report the second quarter of fiscal 2026 results on May 27.
Agenus shares have gained 19.4% in the year-to-date period. Agenus is scheduled to report its first-quarter 2026 results on May 11.
Doximity shares have lost 41.3% in the year-to-date period. Doximity is set to report its fourth-quarter fiscal 2026 results on May 13.
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- Ironwood Stock Down Despite Q1 Earnings and Revenue Beat
May 8, 2026
Ironwood Pharmaceuticals IRWD reported adjusted earnings of 24 cents per share for the first quarter of 2026, surpassing the Zacks Consensus Estimate of 7 cents. The company had reported an adjusted loss of 14 cents per share in the year-ago quarter.
Total revenues in the first quarter were $106.5 million, which comprehensively beat the Zacks Consensus Estimate of $74 million. Revenues surged by around 159% year over year.
Despite the better-than-expected results, shares of Ironwood were down 13.6% yesterday following the announcement of the news.
The stock has risen 23.7% in the year-to-date period compared with the industry’s rise of 0.9%.Zacks Investment Research
Image Source: Zacks Investment Research
IRWD's Q1 Earnings in Details
As reported by its partner AbbVie ABBV, Ironwood’s sole marketed product, Linzess (linaclotide), generated net sales of $272.5 million in the United States, up 97% year over year. Linzess sales were boosted by higher demand and better pricing, helped by the removal of inflation-related rebates and the favorable timing of rebate adjustments.
Total prescription demand for Linzess increased 5% year over year during the reported quarter.
IRWD and ABBV share Linzess’ brand collaboration profits and losses equally.
Ironwood’s share of net profit from sales of Linzess in the United States (included in collaborative revenues) totaled $104.2 million, reflecting a 169% year-over-year increase.
Ironwood also has agreements with two partners, Astellas Pharma and AstraZeneca AZN, related to the development and commercialization of Linzess in Japan and China, respectively.
Astellas and AstraZeneca have exclusive rights to develop and market the drug in their respective territories. Both companies are liable to pay royalties to Ironwood on net Linzess revenues earned in their regions.
Ironwood's royalties and other revenues were $2.3 million in the first quarter of 2026, flat year over year.
Total cost and expenses (including research and development expenses, selling, general and administrative expenses and restructuring expenses) in the first quarter were $33.9 million, down 51.8% from the year-ago quarter.
Ironwood recorded adjusted EBITDA of $76.7 million in the first quarter.
As of March 31, 2026, Ironwood had cash and cash equivalents worth $220.5 million compared with $215.5 million as of Dec. 31, 2025.
IRWD's 2026 Guidance
Ironwood reiterated its full-year 2026 revenue guidance, which it had provided earlier this year.
The company continues to expect total revenues of $450 million to $475 million in 2026.
U.S. sales of Linzess (to be recorded by AbbVie) are expected to be in the range of $1.13-$1.18 billion in 2026.
Story Continues
The company expects to deliver an adjusted EBITDA of more than $300 million in 2026, indicating effective cost management.
Ironwood expects a significant improvement in Linzess’ sales in 2026 and subsequently its share of net profit from the sales of this partnered drug in the United States.
IRWD's Recent Key Updates
In January 2026, the FDA accepted and granted priority review to Ironwood’s supplemental New Drug Application (sNDA) seeking approval for Linzess to treat functional constipation in patients aged two to five years. A decision from the regulatory body is due on May 24.
Linzess is currently approved for the treatment of irritable bowel syndrome with constipation (IBS-C) in adults and pediatric patients aged seven years and above. The drug is also approved for treating functional constipation in children and adolescents aged six to 17 years.
Ironwood is developing its next-generation GLP-2 analog, apraglutide, for treating patients with short bowel syndrome (“SBS”) with intestinal failure (“IF”) who are dependent on parenteral support (“PS”).
The company is planning for a confirmatory phase III study design (to be called STARS-2), which will evaluate apraglutide in patients with SBS-IF. Initiation of clinical sites for the STARS-2 study is expected to begin later in the second quarter of 2026.
The primary endpoint of the STARS-2 study will check the relative change from baseline in actual weekly PS volume at week 24 in the given patient population.
Ironwood acquired the rights to develop and commercialize apraglutide following the acquisition of VectivBio in June 2023.
Ironwood Pharmaceuticals, Inc. Price, Consensus and EPS SurpriseIronwood Pharmaceuticals, Inc. Price, Consensus and EPS Surprise
Ironwood Pharmaceuticals, Inc. price-consensus-eps-surprise-chart | Ironwood Pharmaceuticals, Inc. Quote
IRWD’s Zacks Rank & Stock to Consider
Ironwood currently carries a Zacks Rank #3 (Hold).
A better-ranked stock in the biotech sector is Agenus AGEN, currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, estimates for Agenus’ 2026 earnings per share have risen from 54 cents to $1.30, while loss per share estimates for 2027 have narrowed from $1.91 to $1.52 during the same time. AGEN shares have surged 19.7% year to date.
Agenus’ earnings beat estimates in two of the trailing four quarters, while missing the same on the remaining two occasions, with the average surprise being 31.42%.
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- VRTX's Alyftrek, Journavx & Casgevy See Strong Momentum in Q1 Earnings
May 8, 2026
Vertex Pharmaceuticals Incorporated’s VRTX first-quarter 2026 results were decent as it beat estimates for earnings and sales.
The company’s total revenues of $2.99 billion rose 8% year over year, driven by higher sales of cystic fibrosis (CF) drugs Trikafta/Kaftrio and Alyftrek, as well as meaningful contributions from new non-CF products, Journavx and Casgevy. Vertex reiterated its full-year 2026 revenue guidance in the range of $12.95-$13.10 billion for 2026.
Investor focus was on the performance of Vertex’s newer drugs, Alyftrek, Journavx and Casgevy, which were launched in the past couple of years and hold the key to long-term growth.
Alyftrek is a once-a-day oral triple combination regimen for CF. Journavx is a novel non-opioid pain medicine (suzetrigine) and Vertex and partner CRISPR Therapeutics’ CRSP Casgevy is a one-shot gene therapy approved for two blood disorders, sickle cell disease and transfusion-dependent beta-thalassemia.
Year to date, shares of Vertex have declined 6.3% compared with the industry’s decrease of 0.2%.Zacks Investment Research
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Let’s dig deeper to understand how these new products performed in the first quarter and the company’s outlook for the same through the rest of the year.
VRTX’s Alyftrek Tops $1B Global Sales as Launch Gains Pace
Alyftrek continues to outperform expectations and generated sales worth $424.4 million in the first quarter compared with $380.1 million in the fourth quarter. The rollout of Alyftrek in the United States and Europe is progressing well across all patient groups. The drug has now surpassed $1 billion in cumulative global revenues since its approval in the United States in late 2024 and in the EU in July 2025. Alyftrek’s once-daily dosing and improved sweat chloride profile continue to resonate with patients and doctors.
VRTX’s Casgevy, Journavx Contribute 25% of Revenue Growth
In the first quarter, products from Vertex’s new non-CF disease areas, namely Casgevy and Journavx, drove approximately 25% of total product revenue growth, which was encouraging as Vertex’s dependence on just the CF franchise for revenues has been a growing concern. CF sales are also slightly slowing down.
Journavx (suzetrigine) generated $29 million in sales in the first quarter compared with $26.7 million in the fourth quarter. Prescription growth remains strong, although first-quarter revenues reflected some normal inventory destocking.
More than 350,000 prescriptions were written for Journavx across both hospital and retail settings in the quarter compared to approximately 550,000 in all of 2025, showing that uptake is accelerating. In 2026, Vertex expects Journavx prescriptions to triple compared to 550,000 written in 2025, supported by a larger commercial field force, wider payer coverage, and improving gross-to-net economics.
Story Continues
Journavx’s reimbursement trends are also improving. Coverage has expanded to about 240 million lives, supported by agreements with the three largest commercial pharmacy benefit managers. The company also secured its first major Medicare Part D coverage agreement, effective May 1. Discussions are continuing with the remaining major Medicare plans and regional payers, which could further expand access.
Vertex and partner CRISPR’s one-shot gene therapy, Casgevy’s sales were $42.9 million in the first quarter of 2026, down from $54.3 million recorded in the fourth quarter of 2025 due to quarter-to-quarter variability in Casgevy infusions.
Nonetheless, the launch of Casgevy is gaining traction across the United States, Europe and the Middle East, with more than 500 patients having started treatment since launch, hundreds completing initial cell collection, and many already reaching the stage where edited cells are ready for infusion.
Vertex is also making rapid progress in the drug’s access and reimbursement and secured a pricing agreement for Casgevy in Germany in the first quarter.
In 2026, Vertex expects continued quarter-to-quarter variability in Casgevy infusions, which the company expects will smooth out in 2027 and beyond.
While Alyftrek will be the key driver of Vertex’s total revenues in 2026, with Journavx and Casgevy gaining traction, Vertex is steadily broadening its growth base beyond CF. The company expects non-CF products to generate revenues of $500 million plus in 2026, representing year-over-year growth of around 185%, driven by growing Casgevy infusions and a meaningful ramp in Journavx prescriptions and revenues.
VRTX’s Zacks Rank & Stocks to Consider
Vertex currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the biotech sector are Agenus AGEN and Amarin AMRN, each carrying a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Agenus’ shares have risen 29.2% in the past year. Estimates for its 2026 earnings per share have increased from 54 cents to $1.30 over the past 60 days. Loss estimates for 2027 have narrowed from $1.91 per share to $1.52 per share.
Agenus’ earnings beat estimates in two of the trailing four quarters while missing in the other two, with the average surprise being 31.42%.
In the past 60 days, estimates for Amarin’s loss per share have narrowed from $7.01 to $6.36 for 2026. During the same time, loss per share estimates for 2027 have narrowed from $5.50 to $4.64. In the past year, shares of AMRN have gained 42%.
Amarin’s earnings beat estimates in three of the trailing four quarters while missing in one, the average surprise being 50.02%.
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- Nektar Q1 Earnings & Revenues Lag Estimates, Pipeline in Focus
May 8, 2026
Nektar Therapeutics NKTR reported a loss of $1.82 per share for the first quarter of 2026, wider than the Zacks Consensus Estimate of a loss of $1.74. In the year-ago quarter, the company had reported a loss of $3.62 cents per share.
Total revenues in the first quarter came in at $10.9 million, up 3.8% year over year. The reported figure, however, slightly missed the Zacks Consensus Estimate of $11 million.
Nektar sold its Huntsville manufacturing facility in December 2024, following which the company no longer records product revenues and lower non-cash royalty revenues.
Nektar’s top line currently comprises non-cash royalty revenues.
Year to date, shares of Nektar have rallied 97.2% compared with the industry’s rise of 1%.Zacks Investment Research
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NKTR's Q1 Results in Detail
In the first quarter, research and development (R&D) expenses were $35.7 million, up 17% year over year, reflecting higher costs for developing its pipeline candidate, rezpegaldesleukin (rezpeg).
General and administrative (G&A) expenses decreased 45% year over year to $13.4 million in the reported quarter, owing to lower legal expenses.
As of March 31, 2026, Nektar had cash and cash equivalents and marketable securities worth $731.6 million compared with $245.8 million as of Dec. 31, 2025.
NKTR's Key Pipeline Updates
Nektar's lead pipeline candidate (rezpeg) is being developed as a self-administered injection for several autoimmune and inflammatory diseases. Rezpeg selectively activates regulatory T-cells to calm the immune system and reduce inflammation.
Two separate phase IIb studies are evaluating rezpeg for treating atopic dermatitis (REZOLVE-AD study) and alopecia areata (REZOLVE-AA study).
Data from the REZOLVE-AD study announced in June 2025 showed that rezpeg significantly improved EASI scores versus placebo across all dose levels at week 16. Management believes the rapid reduction in EASI scores and improvements in itch support rezpeg’s potential as a first- and best-in-class immune modulator for atopic dermatitis.
The company plans to initiate the phase III ZENITH-AD study on rezpeg for treating moderate-to-severe atopic dermatitis (also known as eczema) by July 2026.
Last month, Nektar announced new data from a blinded 16-week treatment extension period of its phase IIb REZOLVE-AA study, evaluating rezpeg in patients with severe-to-very-severe alopecia areata. The 52-week top-line data from the 16-week blinded treatment extension of the REZOLVE-AA study demonstrated deepening of responses in severe-to-very-severe alopecia areata following treatment with rezpeg.
Story Continues
The company plans to hold an end-of-phase II meeting with the FDA to align on the phase III program for rezpeg in alopecia areata later in the second quarter of 2026.
Nektar entered into a new clinical trial agreement with TrialNet in February 2025 to evaluate rezpeg in a phase II study in patients with new-onset stage 3 type I diabetes mellitus. TrialNet has initiated the phase II study on rezpeg in type 1 diabetes, with initial data expected in 2027.
Nektar regained full rights to rezpeg from pharma giant Eli Lilly LLY in April 2023 and took charge of its clinical development. Rezpeg was earlier developed in collaboration with LLY for several autoimmune indications.
Rezpeg is now a wholly-owned asset of Nektar, and the company owes no royalty payments to Eli Lilly.
Nektar Therapeutics Price, Consensus and EPS SurpriseNektar Therapeutics Price, Consensus and EPS Surprise
Nektar Therapeutics price-consensus-eps-surprise-chart | Nektar Therapeutics Quote
NKTR's Zacks Rank & Stocks to Consider
Nektar currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the biotech sector are Agenus AGEN and AnaptysBio ANAB, 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 60 days, estimates for Agenus’ 2026 earnings per share have risen from 54 cents to $1.30, while loss per share estimates for 2027 have narrowed from $1.91 to $1.52 during the same time. AGEN shares have surged 19.7% year to date.
Agenus’ earnings beat estimates in two of the trailing four quarters, while missing the same on the remaining two occasions, with the average surprise being 31.42%.
Over the past 60 days, 2026 loss per share estimates for AnaptysBio have narrowed from $3.61 to $1.30, while estimates for 2027 have improved from a loss of $4.59 per share to earnings of $3.01 during the same time. ANAB stock has surged 38.1% year to date.
AnaptysBio’s earnings beat estimates in each of the trailing four quarters, with the average surprise being 59.70%.
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- Philips Q1 Earnings and Revenues Decrease Year over Year, Shares Up
May 7, 2026
Koninklijke Philips PHG reported first-quarter 2026 adjusted earnings of €0.23 per share, down 8.0% year over year. The company had reported adjusted earnings of €0.25 per share in the year-ago quarter.
Sales totaled €3.91 billion, down 4.7% on a reported basis. Comparable sales increased 4% year over year, which was driven by growth across all segments. The Diagnosis & Treatment segment recorded 2% growth, Connected Care recorded 3% growth and Personal Health showed 9% growth.
Further, Philips’ comparable order intake increased 6% year over year in the first quarter.
Geographically, comparable growth was led by Mature geographies, supported by strength in North America and Western Europe, while Growth geographies were flat on a comparable basis. Growth geographies showed flat comparable sales. Growth in the Diagnosis & Treatment and Personal Health segments was mainly offset by the segment Other and a slight decline in Connected Care. Comparable sales in Mature geographies grew 5% in the reported quarter, mainly driven by North America and Western Europe.
Koninklijke Philips N.V. Price, Consensus and EPS SurpriseKoninklijke Philips N.V. Price, Consensus and EPS Surprise
Koninklijke Philips N.V. price-consensus-eps-surprise-chart | Koninklijke Philips N.V. Quote
Philips’ stock gained 2.17% in pre-market trading.
PHG’s Segmental Update
Diagnosis & Treatment revenues declined 6% from the year-ago quarter to €1.85 billion. Comparable sales increased 2% year over year. High-single-digit growth in Image Guided Therapy was partly offset by a low-single-digit decline in Precision Diagnosis.
Connected Care revenues decreased 10.2% year over year to €1.06 billion. Comparable sales increased 3% year over year, mainly driven by mid-single-digit growth in Monitoring.
Personal Health revenues grew 0.9% year over year to €818 million. Comparable sales increased 9% year over year, driven by double-digit growth in Growth geographies and high-single-digit growth in Mature geographies.
Other segment sales amounted to €177 million, up 26.4% on a year-over-year basis.
PHG’s Operating Details
Gross margin contracted 10 basis points (bps) on a year-over-year basis to 45.1% in the reported quarter.
General & administrative expenses, as a percentage of sales, were 4.5%, which expanded 60 bps on a year-over-year basis. Moreover, selling expenses decreased 70 bps year over year to 25.8%. Research & development expenses decreased 110 bps to 10.1%.
Restructuring, acquisition-related, and other items amounted to €61 million compared with €143 million a year ago.
Philips remains on track to deliver its three-year €1.5 billion productivity program, including €126 billion in savings in 2025.
Profitability was mixed by segment. Phillips adjusted EBITA — the company’s preferred measure of operational performance — decreased 0.3% year over year to €353 million. EBITA margin expanded 40 bps on a year-over-year basis to 9% in the reported quarter.
Diagnosis & Treatment recorded a 9.8% adjusted EBITA margin, up 30 basis points year over year. Connected Care’s adjusted EBITA margin declined 60 basis points to 2.9%, reflecting higher tariffs and cost inflation. Personal Health expanded adjusted EBITA margin by 60 basis points to 15.8%, supported by higher sales and productivity, partly offset by higher tariffs and increased advertising and promotions spend.
Story Continues
Philips Cash Flow Improves and Balance Sheet Stays Solid
As of March 31, 2025, Philips’ cash and cash equivalents were €2.59 billion compared with €2.79 billion as of Dec. 31, 2025.
Total debt was €8.10 billion compared with €8.08 billion as of Dec. 31, 2025.
Operating cash flow was €188 million versus €933 million outflow in the year-ago quarter, when results reflected a large Respironics-related settlement payment.
Free cash flow was positive €28 million against a €1.09 billion outflow a year earlier, reflecting improved earnings and working capital dynamics.
PHG Reiterates 2026 Outlook
PHG reiterated its full-year 2026 outlook, calling for 3%-4.5% comparable sales growth, an adjusted EBITA margin of 12.5%-13.0% and free cash flow of €1.3-€1.5 billion.
The company noted the outlook includes currently known tariff impacts within an uncertain macro environment and excludes potential tariff refunds and ongoing Philips Respironics-related proceedings.
PHG Zacks Rank & Stocks to Consider
Philips currently carries a Zacks Rank #4 (Sell).
Some better-ranked stocks in the broader Zacks Medical sector include Agilent Technologies A, Agenus AGEN, and Doximity DOCS. While Agenus stock currently sports a Zacks Rank #1 (Strong Buy), Agilent Technologies and Doximity stock carry a Zacks Rank of 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Shares of Agilent Technologies have lost 13.5% in the year-to-date period. Agilent Technologies is set to report the second quarter of fiscal 2026 results on May 27.
Agenus shares have gained 23.8% in the year-to-date period. Agenus is scheduled to report its first-quarter 2026 results on May 11.
Doximity shares have lost 42% in the year-to-date period. Doximity is set to report its fourth-quarter fiscal 2026 results on May 13.
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