华尔街最受关注、且足以影响市场走势的分析师评级报告现已汇总呈现。以下是由 The Fly 整理的、投 资者需重点关注的当日评级动态。 五大评级上调 五大评级下调 五大首次覆盖评级 1. 巴克莱 将惠而浦（W） 的评级从 "中性" 上调至 "增持"，目标股价从 104 美元上调至 123 美元。 该机构在研报中指出，惠而浦的市场份额在 2025 年实现加速增长，这一趋势有望在 2026 年延 续。 2. 奥本海默 将麦当劳（MCD） 的评级从 "与大盘持平" 上调至 "跑赢大盘"，目标股价定为 355 美 元。鉴于 2025 年餐饮板块表现欠佳，该机构对 2026 年餐饮行业的走势持更加乐观的态度。 3. 巴克莱 将劳氏（LOW） 的评级从 "中性" 上调至 "增持"，目标股价从 259 美元上调至 285 美元。 本次评级上调是巴克莱发布 2026 年综合零售、硬品零售及食品零售行业展望的配套动作。巴克莱 预计，非必需品需求将出现改善，尤其是即将落地的税收政策调整，将利好中高收入消费群体。 4. 派珀・桑德勒 将好时公司（HSY） 的评级从 "中性" 上调至 "增持"，目标股价从 193 美元上调至 213 ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Barclays upgraded Wayfair (W) to Overweight from Equal Weight with a price target of $123, up from $104. The company's market share accelerated in 2025 and should continue in 2026, the firm tells investors in a research note. Oppenheimer upgraded McDonald's (MCD) to Outperform from Perform with a $355 price ta ...

SAN JOSE, Calif., Jan. 07, 2026 (GLOBE NEWSWIRE) -- BrightInsight, Inc. (“BrightInsight”), a leader in digital health solutions, today shared new data from its collaboration with Sanofi and its partner, Regeneron, highlighting the positive impact of the Patient App on adherence and persistence for one of Sanofi and Regeneron’s key biologic therapies. Adherence remains a major challenge for the pharmaceutical industry—particularly with self-injected therapies administered at home. Despite substantial investm ...

Tarrytown, New York-based Regeneron Pharmaceuticals, Inc. (REGN) discovers, invents, develops, manufactures, and commercializes medicines for treating various diseases. Valued at $81.6 billion by market cap, the company's portfolio boasts nine marketed drugs - Eylea, Dupixent, Praluent, Kevzara, Evkeeza, Libtayo, Inmazeb, Arcalyst, and Zaltrap. The biotechnology company is expected to announce its fiscal fourth-quarter earnings for 2025 before the market opens on Friday, Jan. 30. Ahead of the event, anal ...

Investment Rating - The report assigns an "Overweight" rating for the pharmaceutical industry, indicating a projected performance that exceeds the Shanghai and Shenzhen 300 Index by more than 15% [6][23]. Core Insights - The U.S. government has reached a Most Favored Nation (MFN) price agreement with 14 pharmaceutical companies, which includes provisions for price reductions and a three-year tariff exemption, resulting in a limited overall impact on revenue [2][10]. - The agreement involves nine major pharmaceutical companies committing to invest at least $150 billion in domestic production in the U.S. and implementing MFN pricing for all listed innovative drugs [9][10]. - The MFN agreement primarily affects Medicaid and direct-to-patient sales channels, which represent a small portion of the companies' overall revenue [16][17]. Summary by Sections MFN Negotiations - As of December 19, 14 pharmaceutical companies have reached agreements with the U.S. government, with nine major firms including Amgen, Bristol-Myers Squibb, and Gilead participating [8][10]. - The agreements include measures to lower costs for chronic disease medications and increase domestic investment [9][10]. Price Reduction Measures - The agreement mandates price reductions for chronic disease medications, including those for diabetes and rheumatoid arthritis, through the TrumpRx platform, which offers discounts of 50%-85% [8][9]. - The MFN pricing requirement applies to all innovative drugs, affecting not only Medicaid but also commercial insurance and cash-paying patients [9][10]. Market Reaction - Following the announcement of the MFN agreement, the XBI index rose by 2.85%, indicating a neutral to optimistic sentiment among investors regarding the policy's implications [13][16]. - Stock price changes for the involved companies showed mixed reactions, with some experiencing slight increases on the announcement day [14][15].

Core Insights - The medical sector is rapidly adopting artificial intelligence (AI), significantly transforming diagnostics, treatment, and operational efficiency in 2024 [1] - AI-powered diagnostics have become central to enhancing accuracy and speed in medical practices [1] Group 1: AI Adoption in Healthcare - The healthcare sector is typically defensive, characterized by low-beta and dividend-paying stocks, but AI has turned several stocks into potential high-growth providers [2] - Key stocks benefiting from AI integration include Eli Lilly and Co. (LLY), Medtronic plc (MDT), Intuitive Surgical Inc. (ISRG), Regeneron Pharmaceuticals Inc. (REGN), and Johnson & Johnson (JNJ) [2] Group 2: Eli Lilly and Co. (LLY) - Eli Lilly focuses on cardiometabolic health, neuroscience, oncology, and immunology, which are high-growth areas with significant commercial potential [5] - Strong demand for LLY's GLP-1 drugs, Mounjaro and Zepbound, is driving top-line growth, supported by international market launches and increased production [6] - LLY is advancing its pipeline in obesity and diabetes, with an oral GLP-1 obesity pill expected to launch next year [7] - The company is collaborating with OpenAI and investing in AI-driven biotech initiatives, including a $409 million investment in Genetic Leap [9] - LLY has an expected revenue growth rate of 22.3% and earnings growth rate of 41.3% for the current year, with a beta of 0.35 and a dividend yield of 0.6% [9][10] Group 3: Medtronic plc (MDT) - Medtronic is integrating AI into its surgical systems and endoscopy to enhance patient care and operational efficiency [11] - The GI Genius project uses AI algorithms to detect colorectal polyps during colonoscopies, improving cancer survival rates [12] - MDT's partnerships leverage AI to optimize cardiac procedures and improve diagnostic precision, positioning the company for growth in medtech innovation [13] - Medtronic has an expected revenue growth rate of 7.5% and earnings growth rate of 2.7% for the current year, with a beta of 0.71 and a dividend yield of 3% [15] Group 4: Intuitive Surgical Inc. (ISRG) - Intuitive Surgical is embedding AI and digital tools into its robotic ecosystem, enhancing surgical performance metrics [16] - The company is piloting telecollaboration through Intuitive Telepresence, allowing remote surgical support [17] - ISRG has an expected revenue growth rate of 14.3% and earnings growth rate of 11.1% for the current year, with a beta of 0.39 and an ROE of 15.1% [20] Group 5: Regeneron Pharmaceuticals Inc. (REGN) - Regeneron utilizes AI and machine learning for drug target identification, clinical trial optimization, and precision medicine [21] - The company has seen revenue growth driven by strong performance from drugs like Eylea HD and Dupixent, despite declining sales of its lead drug [22] - REGN has an expected revenue growth rate of 4.9% and earnings growth rate of -0.4% for the current year, with a beta of 0.39 and a dividend yield of 0.5% [24] Group 6: Johnson & Johnson (JNJ) - Johnson & Johnson's MedTech division applies AI technologies for surgical robotics and digital surgery analytics [25] - The company has developed the Ottava robotic surgery platform and the Caresurgical/VELYS digital surgery systems, enhancing procedure planning and real-time data sharing [26] - JNJ has an expected revenue growth rate of 5% and earnings growth rate of 5.7% for the current year, with a beta of 0.34 and a dividend yield of 2.5% [27]

TARRYTOWN, N.Y., Jan. 02, 2026 (GLOBE NEWSWIRE) -- Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) today announced that it will report its fourth quarter and full year 2025 financial and operating results on Friday, January 30, 2026, before the U.S. financial markets open. The Company will host a conference call and simultaneous webcast at 8:30 AM Eastern Time that day. Conference Call Information Participants may access the conference call live via webcast on the ’Investors and Media’ page of Regeneron’s we ...

Core Insights - Regeneron Pharmaceuticals (REGN) has experienced a strong performance over the past six months, with shares rising 41%, significantly outperforming the industry growth of 22.4% [1][9] - The stock reached a 52-week high of $792.77 on December 24, 2025, indicating robust investor sentiment [1][9] Pipeline and Regulatory Developments - Positive developments in Regeneron's pipeline, particularly the FDA approval of Eylea HD for treating macular edema following retinal vein occlusion (RVO), have bolstered investor confidence [5][9] - Eylea HD sales in the U.S. increased by 10% in Q3 2025, driven by higher volumes and demand, which is crucial as Eylea faces competition from Roche's Vabysmo [10][11] Oncology Portfolio Growth - Regeneron's oncology franchise, led by the PD-1 inhibitor Libtayo, generated $1.03 billion in sales during the first nine months of 2025, reflecting a 21% year-over-year increase [13] - Recent label expansions for Libtayo in Europe and the U.S. enhance its market position and support long-term growth in oncology [14][15] - The FDA's accelerated approval of linvoseltamab-gcpt for multiple myeloma and Ordspono for lymphoma further strengthens Regeneron's oncology portfolio [16][17] Dupixent Sales and Market Expansion - Dupixent continues to be a significant revenue driver for Regeneron, with ongoing label expansions contributing to strong sales growth [18][23] - The recent approval for Dupixent to treat chronic spontaneous urticaria in patients aged 12 and above highlights its expanding market potential [19] Financial Performance and Valuation - Regeneron's shares currently trade at a price/earnings ratio of 22.21X forward earnings, higher than its historical mean of 19X and the large-cap pharma industry's average of 19.26X [20] - The bottom-line estimate for 2025 has decreased, while the estimate for 2026 has increased by $1.97, indicating mixed expectations for future performance [21] Strategic Outlook - Regeneron is diversifying its revenue streams through its oncology portfolio and ongoing label expansions for Dupixent, which reduces reliance on any single product [23] - The company is also exploring opportunities in the obesity market, having entered into an in-licensing agreement to expand its pipeline [24] - Recent positive momentum in the pipeline and regulatory developments has improved the overall outlook for Regeneron, making it an attractive investment opportunity [25]

Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) is included among the 13 Best Debt Free Dividend Stocks to Buy Now. Morgan Stanley Sees Policy Risks Receding for Regeneron (REGN) On December 12, Morgan Stanley analyst Terence Flynn raised the firm’s price target on Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) to $768 from $767 and kept an Equal Weight rating. The firm expects many of the policy concerns that weighed on biopharma this year to fade in 2026. As those pressures ease, attention is likely to sh ...

Investors with a lot of money to spend have taken a bullish stance on Regeneron Pharmaceuticals (NASDAQ:REGN).And retail traders should know.We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with REGN, it often means somebody knows something is about to happen.Today, Benzinga's options scanner spotted 13 options trades for Regene ...