What's moving this stock lately
1 direct · 2 2nd-order · 0 thematicRanked by relevance and recency.
- #1Impact1.09%bullishDirectAMGEN'S REPATHA® REDUCES RISK OF DEATH IN PATIENTS AT HIGH RISK FOR A FIRST HEART ATTACK OR STROKE38d ago
Repatha could expand into primary prevention, widening its market, though the impact is modest against $36.8B total revenue
Also named: REGN · NVS · ESPR
- #2Impact0.61%bearish2nd-orderTeva Says Pivot to Growth Gains Steam as Branded Drugs, Biosimilars Outperform24d ago
Teva's biosimilar gains chip at Amgen's originator biologics franchises, a marginal revenue headwind
Also named: TEVA · VTRS · NVS
- #3Impact0.29%bearish2nd-orderRevolution Medicines: Strong Buy RASONQUE FDA Approval And Zoldonrasib PDAC Expansions38d ago
Its Lumakras (sotorasib) faces long-term competition from RVMD's broader RAS(ON) platform, though Lumakras is a small share of Amgen's revenue, limiting the marginal impact.
Also named: RVMD · BMY
🎯 Market expectations
Estimate coverage High · 79/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$6.29 vs $5.60+12.32%
- Mar 2026$5.15 vs $4.73+8.88%
- Dec 2025$5.29 vs $4.76+11.13%
- Sep 2025$5.64 vs $5.00+12.8%
The takeaway
Recent results have exceeded consensus by an average of +11.3%, which may have raised expectations for the next report.
Analyst estimates, not our forecast · not investment advice
🏛️ Company factsSEC filings + FINRA official data
Annual revenue $36.8B · latest quarter up 9.5% YoY · profitable (FY net income $7.7B) · short activity above its recent average — bears adding.
FY revenue
$36.8B
2025-12
Latest Q YoY
+9.5%
Gross margin
18.6%
FY net income
$7.7B
Diluted EPS
$14.33
Short volume
63.5%
20d avg 53.2% · shorts building
🐋 5%+ ownership filings (last 180d)
The following investors reported beneficial ownership of more than 5% in recent SEC filings. "Activist" filers stated an intent to influence control of the company; "Passive" indicates the filer did not report such an intent.
- 2026-05-14passive (13G)Capital World Investors
- 2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
🕰️ Price × news · analysis history
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📜 Call history (newest first
17 past analyses of this stock, each checked against what the price did afterwards · sign up to view
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