AMRX

Amneal Pharmaceuticals (AMRX) reported Q3 2026 earnings of $0.26 per share, beating consensus estimates of $0.24, with revenues of $862.68 million exceeding expectations by 5.44%. The company has outperformed the market by 62.2% year-to-date.

With a favorable estimate revision trend, AMRX received a Zacks Rank #2 (Buy) rating and is expected to outperform the market in the near term. The Medical - Drugs industry ranks in the top 35% of Zacks industries.

Amneal Pharmaceuticals is expected to report Q3 2026 earnings of $0.24 per share (up 41.2% YoY) with revenues of $818.22 million (up 4.3% YoY) on November 3. With a positive Earnings ESP of +4.17% and Zacks Rank #2 (Buy), the company is positioned as a likely earnings-beat candidate. The stock has beaten consensus estimates in all four of the last quarters.

Amneal Pharmaceuticals (AMRX) has demonstrated a consistent track record of beating earnings estimates, with an average surprise of 41.91% over the past two quarters. The company's positive Earnings ESP of +4.35% combined with its Zacks Rank #3 suggests another potential earnings beat ahead of its November 3, 2026 report. Stocks with this combination historically beat consensus estimates nearly 70% of the time.

Neurocrine Biosciences (NBIX) reported Q3 2026 adjusted EPS of $3.29 and revenues of $1.12 billion, both exceeding consensus estimates. Ingrezza sales grew 17% to $801 million, while Crenessity surged 115% to $211 million.

The company raised its 2026 Ingrezza sales guidance to $2.90-$2.925 billion, driven by strong demand and record prescriptions. Stock rose 6% in after-hours trading.

Iovance Biotherapeutics is projected to report Q3 2026 revenues of $117.7 million with a loss of 9 cents per share, expected to beat earnings estimates. Amtagvi is anticipated to drive ~$95 million in sales, while Proleukin could contribute ~$22 million. The company has a positive Earnings ESP of +44.44% and Zacks Rank #2, with investors awaiting pipeline updates on combination studies for melanoma and other cancer indications.

Gilead Sciences beat Q3 earnings expectations with adjusted EPS of $2.55 and revenues of $8.3 billion, driven by strong HIV drug sales (up 18% to $6.25 billion) led by Biktarvy, Descovy, and Yeztugo. Trodelvy oncology sales jumped 42% and Livdelzi grew 93%, prompting the company to raise 2026 product sales guidance to $31-$31.3 billion. However, Cell Therapy revenues declined 18% amid competitive pressures, and the company faces a $1.5 billion revenue headwind for Biktarvy in 2028 from Medicare pricing changes.

Insmed (INSM) reported third-quarter 2026 revenues of $524.4 million, surging 268% year-over-year and beating estimates. Brinsupri sales jumped 29% sequentially to $400.1 million, while Arikayce generated $124.4 million.

The company raised 2026 guidance for both products and stock jumped 15% on the announcement. However, the company posted a wider-than-expected loss of 46 cents per share, and operating expenses rose significantly.

Viking Therapeutics (VKTX) reported a Q3 2026 loss of $1.55 per share, exceeding analyst expectations, driven by an 85.4% surge in R&D expenses to $166.8 million. The company's lead obesity candidate VK2735 remains on track with phase III studies expected to conclude in 2027, with a potential launch approximately 2.5 years away.

Viking initiated phase III trials for an oral formulation and expanded its pipeline with VK3019. The company maintains a strong cash position of $960 million, supporting continued development.

Amarin Corporation reported Q3 2026 adjusted earnings of 8 cents per ADS, beating estimates despite a 57.9% year-over-year decline. Total revenues of $39.6 million missed consensus estimates of $45 million, declining 20.4% YoY primarily due to a 30% drop in U.S. Vascepa sales amid generic competition and pricing pressure.

However, global in-market demand for Vascepa/Vazkepa increased 55% YoY. The company maintained a strong balance sheet with $323.4 million in cash and investments while remaining debt-free.

Bausch Health Companies reported Q3 adjusted EPS of $1.77, surging 52.6% year-over-year and beating consensus estimates. Revenues rose 9.7% to $2.94 billion, driven by strong Salix performance with Xifaxan sales up 16%.

The company raised its 2026 revenue and EBITDA guidance and authorized a $50 million share repurchase program. However, Solta Medical showed organic revenue decline and Bausch + Lomb came in slightly below expectations.

BioCryst Pharmaceuticals is expected to report Q3 2026 earnings on November 4, with consensus EPS of $0.10 (up 66.7% YoY) and revenues of $166.45 million (up 4.4% YoY). However, the company has a negative Earnings ESP of -30.00% due to recent analyst estimate revisions downward, making it difficult to predict an earnings beat despite its Zacks Rank #2 rating. The company beat estimates significantly in the last quarter (+114.29% surprise).