AM AMGN Amgen Inc. Loading... : Bullish and Bearish Analyst Opinions

Author notes healthcare stocks are setting up in a strong uptrend and lists XLV's top holdings as a watchlist, not an explicit position.

Highlights largest single-fund new positions for Q2 2026, no directional view.

Partial exit (50%) of Amgen position as part of broader healthcare/biotech profit-taking; no negative fundamental thesis stated.

Author discloses an ongoing long position in Amgen within a healthcare/biotech sleeve; currently up 17%+ and held as a core winner in the portfolio.

After tech's massive run, portfolio managers are seeking innovation in other sectors. Healthcare stocks like Eli Lilly, Johnson & Johnson, Amgen, and Moderna are non-tech tech stocks with strong quarters and pipelines, representing a rotation opportunity.

Reports lifted outlook on strong drug sales and the end of early obesity treatment development, no directional view.

Amgen raised its full-year profit and revenue forecast after beating Wall Street expectations on sales of its key medicines.

Amgen reports Q2 earnings with revenue and adjusted EPS beating estimates while raising its full-year revenue and EPS guidance ranges.

Amgen reports second quarter revenue up ten percent to ten point one billion dollars with GAAP EPS rising sixty five percent year over year.

Amgen raises its full-year adjusted EPS guidance range to 22.30-23.50 dollars from a prior 21.70-23.10 dollars.

Amgen raised its full-year revenue guidance to 38.2 to 39.4 billion dollars after blockbuster sales exceeded expectations.

Amgen reported second quarter revenue of 10.05 billion dollars, beating the 9.44 billion estimate, with adjusted EPS of 6.29 versus 5.62 expected.

Amgen has dominant franchises, is entering the GLP-1 space which offers upside, boasts one of the best pipelines in the business, is not expensive, and pays a 3% dividend yield.

Amgen disclosed a cyber incident involving theft of patient information and proprietary data from cloud servers in a Friday filing, marking the latest large healthcare data breach.

Barclays, Jefferies, RBC, JP Morgan, and other firms raised price targets on dozens of stocks including ABBV, KO, and F in a broad round of analyst upgrades.

A curated group of counter-cyclical stocks that rose during the 2008 crisis and continued delivering high returns now trade at reasonable valuations: AutoZone (car repair proxy, 17% post-crisis annual return), AMGEN (healthcare, 14x earnings), AJ Gallagher (insurance), Pulte Group (homebuilder at 12x, 50% discount to market), Netflix (near-utility at 23x, subscribers sticky), Waste Management (essential waste services), and Darden Restaurants (quality-value dining). These offer crisis protection plus strong compounding, currently overlooked.

A clinical trial used to approve Amgen's pill Tavneos was retracted from the New England Journal of Medicine, putting the drug's continued sales at risk.

European Medicines Agency recommends withdrawal of CSL's drug Tavneos over allegedly incorrect and misleading data, adding pressure to US manufacturer Amgen.

Amgen paid 3.7 billion dollars for a small drugmaker in 2022 and is now contesting an FDA proposal to withdraw the drug due to manipulated research.

The author presents a factual analysis of M&A activity in the biotech sector since Covid, noting that many large pharma companies have not yet engaged in significant deals, but does not express a personal position or forward-looking trade call.

The author maps out M&A scenarios in oncology but presents them as possibilities and research, not current positions or explicit trade calls.

Amgen has engaged an independent academic organization to reevaluate data for a rare disease drug that US regulators are trying to pull from the market.

The New England Journal of Medicine is investigating allegations of research misconduct in a key study used to approve Amgen's drug Tavneos.

Healthcare and biotech companies using AI to improve drug discovery and medical field will see significant gains. Specifically, AbbVie and Amgen are already held in her portfolio and present attractive opportunities as AI adoption accelerates in the sector.

Adam May argues Nektar Therapeutics' bold Phase 3 strategy for Rezpeg in atopic dermatitis, including a biologic-refractory trial no pharma giant has run, could drive over $5B in peak sales and make NKTR a glaring M&A candidate at current prices.

Traderstewie shares a list of upcoming earnings from Earnings Whispers for the week of April 27, 2026, but