Klaus Vedfelt/DigitalVision via Getty Images The aggregate value and total number of North American insurance deals in 2025 fell short of 2024 levels, despite a surge in deal values in the fourth quarter. Insurance underwriters and brokers were involved in 166 deals totaling $18.88 billion in the fourth quarter of 2025, compared to 194 deals totaling $5.60 billion in the third quarter; 153 transac...
Klaus Vedfelt/DigitalVision via Getty Images The aggregate value and total number of North American insurance deals in 2025 fell short of 2024 levels, despite a surge in deal values in the fourth quarter. Insurance underwriters and brokers were involved in 166 deals totaling $18.88 billion in the fourth quarter of 2025, compared to 194 deals totaling $5.60 billion in the third quarter; 153 transactions totaling $9.97 billion in the second quarter; and 139 transactions totaling $6.68 billion in the first quarter, according to an analysis by S&P Global Market Intelligence. Despite a notable rise in aggregate deal value for the quarter, the total remained below the fourth quarter of 2024 and 2023, which were $21.70 billion and $23.48 billion, respectively. In 2025, both the total number of deals and aggregate transaction value were lower than in 2024. There were 652 deals totaling $41.17 billion in 2025, compared to 674 deals totaling $59.32 billion in 2024. Insurance M&A trends largely mirrored broader North American M&A markets, which saw a surge in total valuation in the fourth quarter of 2025, but a decline in deal volume. Underwriter deals A notable fourth-quarter deal involving underwriters was the joint acquisition of Convex Group Ltd. by American International Group Inc. ( AIG ) and Onex Corp. ( ONEXF ), valued at $7 billion. Under the terms of the deal, Onex will acquire a 63% equity stake in Convex for approximately $3.8 billion, while AIG will acquire a 35% equity stake in Convex for approximately $2.1 billion. Onex intends to roll over its existing $0.7 billion interest in Convex. The remainder will be financed through $1.5 billion in cash from Onex's balance sheet and pending asset sales, $1 billion in debt financing secured on existing private equity and credit assets, and $0.6 billion in equity financing proceeds from the AIG subscription. "Since its founding, Convex has rapidly grown into a major specialty property and casualty (re)insurer with up to $6...
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets are up nicely, with the S & P 500 rising roughly 0.5%, the Nasdaq up 1%, and the Dow Jones Industrial Average holding around the flatline above 50,000. Technology stocks are having a strong day, with the group rebounding...
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets are up nicely, with the S & P 500 rising roughly 0.5%, the Nasdaq up 1%, and the Dow Jones Industrial Average holding around the flatline above 50,000. Technology stocks are having a strong day, with the group rebounding from recent declines. The portfolio's Magnificent Seven positions, excluding Apple and Amazon , were part of the bounce ( Alphabet , Microsoft , Nvidia , Meta Platforms ), as were enterprise software stocks ( CrowdStrike , Palo Alto Networks , and Salesforce ). It's been a relatively quiet day from a company news standpoint, and we're all waiting to see the January jobs report on Wednesday. But the market received a small boost at 11 a.m. ET after the New York Fed's 1- year inflation expectations fell to 3.09% from 3.42% in December. The new reading was below the consensus estimate of 3.38%. Our AI capex beneficiary basket , which we laid out last Friday, is having a strong session with new highs in Corning , GE Vernova , Dover , Cisco , and Qnity Electronics ; solid gains in Eaton ; and strength in semiconductor stocks Nvidia and Broadcom . One reason for this recent strength is that capital expenditure expectations for the next two years have increased significantly following the latest round of earnings. Analysts at Bank of America updated its capex tracker to reflect the latest earnings results from hyperscalers and found that fourth-quarter global hyperscale capex increased 14% quarter over quarter and 66% year over year to $148 billion. That was $7 billion more than previously expected. Looking ahead to 2026 and 2027, Bank of America expects capex to be $748 billion, rising to $869 billion. These 56% and 16% year-over-year growth rates are significantly higher than the 36% and 15% rates they had two weeks ago. Up next are two earnings reports after the closing bell: ...
watch now VIDEO 17:42 17:42 Under the hood of the AI economy: Databricks CEO Ali Ghodsi TechCheck Databricks just raised $7 billion in equity and debt at a $134 billion valuation. If your eyes glazed over, I don't blame you. This is the company's umpteenth mega-round, and at some point, another private company raising another pile of money stops being news. But here's why this one matters. As Data...
watch now VIDEO 17:42 17:42 Under the hood of the AI economy: Databricks CEO Ali Ghodsi TechCheck Databricks just raised $7 billion in equity and debt at a $134 billion valuation. If your eyes glazed over, I don't blame you. This is the company's umpteenth mega-round, and at some point, another private company raising another pile of money stops being news. But here's why this one matters. As Databricks inches closer to an IPO, it's starting to act more like a public company. And the financials it's releasing tells us something more interesting than the size of the check. Of the databases on Databricks' platform, 80% are now being built by AI agents, not people. And these aren't all tech companies. Databricks has over 20,000 customers. It's the clearest evidence yet of something we've been debating since 2026 started: AI agents aren't just writing code, they're building real software inside the world's biggest companies. And that has major implications for the trade. We sat down with Databricks CEO Ali Ghodsi. He sits at the intersection of all of it — the models, the data, the infrastructure and the 20,000 companies actually trying to put it all to work. He sees which AI models are winning, which ones enterprises are using and how fast agents are improving, and he has a front row seat to the question the entire software industry is grappling with right now: what happens when AI can build it for you?
It's not easy being in the electric vehicle (EV) market right now. Sales so far in 2024 have lagged expectations, with some manufacturers pulling back plans to expand their electric vehicle lineup. But if you're a long-term investor, now could be the best chance in years to put some money to work. Out of all the EV stocks, one in particular has my eye right now. The EV hype train has crashed A few...
It's not easy being in the electric vehicle (EV) market right now. Sales so far in 2024 have lagged expectations, with some manufacturers pulling back plans to expand their electric vehicle lineup. But if you're a long-term investor, now could be the best chance in years to put some money to work. Out of all the EV stocks, one in particular has my eye right now. The EV hype train has crashed A few years ago, the market couldn't get enough of EV stocks. Tesla shares, for instance, were testing new highs, while both Lucid Motors and Rivian Automotive (NASDAQ: RIVN) were going public with great fanfare. Since those highs, however, valuations have come down sharply. The price-to-sales ratio for Tesla has compressed by nearly one-third. Lucid and Rivian, meanwhile, have seen their valuation ratios decline by 90% or more, although this collapse is partially due to a sizable jump in sales since both companies went public. The issue is clearly industry-wide. But despite a short period of declining sales for Tesla earlier this year, most manufacturers have continued to see rapid sales growth throughout this entire period. What, then, is the problem? It's a classic issue of reality versus expectations. "Sales momentum for electric vehicles (EVs) is slowing globally, and hybrids (HEVs) and plug-in hybrids (PHEVs) are proving more competitive than first thought," concludes a recent research report from Goldman Sachs. The report specifically blames limited charging networks, high interest rates and capital costs, and uncertainty around government subsidies for the slowdown in growth rates. Rivian's decline in sales growth paints this picture well. One year ago, quarterly sales growth year over year exceeded 100%. In its most recent quarter, however, sales growth was just 3.3%. The muted growth has crushed the entire industry, much of which traded at premium valuations. But if you're just looking to get into EV stocks, now might be your best opportunity in years. Now looks like t...
Earnings Call Insights: Motorcar Parts of America (MPAA) Q3 2026 Management View CEO Selwyn Joffe opened the call by stating, "This is a day of contradictions for MPA, where our quarterly results were less than expected, but our outlook continues to gain favorable momentum." Joffe explained that a large customer reduced purchases more than anticipated, resulting in missed third quarter targets. He...
Earnings Call Insights: Motorcar Parts of America (MPAA) Q3 2026 Management View CEO Selwyn Joffe opened the call by stating, "This is a day of contradictions for MPA, where our quarterly results were less than expected, but our outlook continues to gain favorable momentum." Joffe explained that a large customer reduced purchases more than anticipated, resulting in missed third quarter targets. He indicated, "We are pleased that we are now seeing a recovery with regard to this particular customer's ordering activity. Nevertheless, we are adjusting our year-end sales guidance for fiscal 2026 due to lower sales to this customer in the third quarter and a less-than-expected full recovery in the fourth quarter." Joffe also highlighted new business commitments, operating efficiency gains from the braking business, positive cash flow expectations, and ongoing share repurchases and debt reduction plans. Joffe noted, "With regard to our EV emulator business, which is a highly regarded brand with proprietary technology... we are exploring strategic alternatives." The company is experiencing increased demand in the Mexico market and expects continued momentum in its heavy-duty business, especially with alternators and starters. CFO David Lee stated, "We now estimate sales for the fiscal year from the previously mentioned customer will be impacted by up to approximately $50 million due to its closure of stores and consolidation of distribution centers. As a result, we are revising our fiscal '26 sales guidance down to between $750 million to $760 million." Lee emphasized that orders from this customer are rebounding. He further detailed efforts around gross margin expansion, cash flow generation, net bank debt reduction, and exploring strategic alternatives for the EV emulator business. Outlook David Lee provided updated guidance, stating, "Operating income is expected to be between $72 million and $79 million, with depreciation and amortization of approximately $10 million an...
Risk was back on in a big way again on Monday. The S&P 500 rallied 0.7%. The Nasdaq Composite gained 1.2%. The Dow rose 54 points, or 0.1%. The Russell 2000 was up 0.9%. Tech was the top performing sector, while momentum, risk, and growth-focused exchange-traded funds shined.
Risk was back on in a big way again on Monday. The S&P 500 rallied 0.7%. The Nasdaq Composite gained 1.2%. The Dow rose 54 points, or 0.1%. The Russell 2000 was up 0.9%. Tech was the top performing sector, while momentum, risk, and growth-focused exchange-traded funds shined.
FactoryTh/iStock via Getty Images Ero Copper ( ERO ) +3.1% in Monday's trading even as Bank of America downgraded shares to Neutral from Buy with a C$45 price target, lowered from C$49, after missing Q3 adjusted earnings estimates and issuing weaker-than-expected FY 2026 guidance, which drove a 16% cut to the bank's estimated 2026 EBITDA. While volumes were revised lower and costs revised higher, ...
FactoryTh/iStock via Getty Images Ero Copper ( ERO ) +3.1% in Monday's trading even as Bank of America downgraded shares to Neutral from Buy with a C$45 price target, lowered from C$49, after missing Q3 adjusted earnings estimates and issuing weaker-than-expected FY 2026 guidance, which drove a 16% cut to the bank's estimated 2026 EBITDA. While volumes were revised lower and costs revised higher, BofA analysts led by Lawson Winder said the stock should have corrected more, and at current levels, valuation appears to discount either higher copper prices or a materially stronger execution profile than recent delivery supports, leaving limited upside potential. BofA said it remains constructive on copper and views Ero ( ERO ) as a copper pure play with long‑term production growth potential, but the past two years have been marked by weak operational delivery, repeated guidance misses, and downward revisions, lowering the bank's confidence in the company's near‑term execution, making Ero likely to underperform other copper peers with more consistent operating histories. More on Ero Copper Ero Copper: Bullish On This Undervalued Canada-Based Copper & Gold Miner Ero Copper Q3 2025 Earnings Call Presentation Seeking Alpha’s Quant Rating on Ero Copper
This article first appeared on GuruFocus. Palantir Technologies (NASDAQ:PLTR) shares climbed about 5% on Monday extending recent gains as investors rotated back into artificial intelligence software names. The move came without a company-specific update, suggesting sentiment rather than fresh news drove the stock higher. Traders pointed to renewed interest in data analytics and enterprise AI platf...
This article first appeared on GuruFocus. Palantir Technologies (NASDAQ:PLTR) shares climbed about 5% on Monday extending recent gains as investors rotated back into artificial intelligence software names. The move came without a company-specific update, suggesting sentiment rather than fresh news drove the stock higher. Traders pointed to renewed interest in data analytics and enterprise AI platforms after recent volatility across large-cap technology. Palantir has drawn attention in recent months for its government and commercial contracts tied to AI-driven decision software. Investors have watched those businesses closely as companies look to increase spending on automation and data tools, while remaining cautious on near-term valuations. Peers showed mixed performance. Salesforce (CRM) traded slightly lower, while Microsoft (MSFT) edged higher in early dealings. ServiceNow (NOW) also moved modestly, reflecting uneven demand across enterprise software stocks. Some market participants said Palantir's relatively smaller market capitalization can amplify daily moves when sentiment shifts toward higher-growth AI plays. Others noted that broader equity markets were steady, offering support to select technology names. Palantir shares remain well above year-ago levels, though investors continue to weigh growth prospects against elevated expectations in the AI software sector.
Getty Images Over the last year, as investors’ fears on choppy consumer spending have mounted, one of the most volatile sectors in the stock market has been the restaurant space. So far, the Q4 earnings season isn’t delivering a lot of positive news for the group, with bellwether Chipotle ( CMG ) falling again on weak comp sales. A building theme in the space, however, is an apparent consumer rota...
Getty Images Over the last year, as investors’ fears on choppy consumer spending have mounted, one of the most volatile sectors in the stock market has been the restaurant space. So far, the Q4 earnings season isn’t delivering a lot of positive news for the group, with bellwether Chipotle ( CMG ) falling again on weak comp sales. A building theme in the space, however, is an apparent consumer rotation into value-oriented fast food. In other words, Chipotle’s loss is Taco Bell’s gain, and Yum! Brands, Inc. ( YUM ) has capitalized well on that shift. But we do have to ask: with shares of Yum! up ~20% over the last year, where can it go from here? Data by YCharts I last wrote a "Sell" rating on Yum! in December, when the stock was hovering in the $140s. Since then, Yum! has traded in a choppy fashion: but Yum! is also relatively unique among restaurant stocks in largely preserving its value. Amid healthy comps for Taco Bell and KFC and margin gains that make good on Yum’s long-term growth plans, I’m upgrading the stock to "Neutral." At current share prices, I see more of a balanced bull and bear thesis for this company. On the bright side for Yum!: KFC and Taco Bell’s sturdy comp sales are an outlier in a challenged industry. The company is still achieving mid/high single-digit comps growth despite many restaurant brands falling to negative comps. Arguably, Yum! is also one of the most global fast food giants, and its comps growth is accentuated in both domestic and overseas markets. Consistent long-term growth targets. Yum! has outlined a plan to grow locations at 5% y/y, system sales at 7% y/y, and operating profit growth of at least 10% y/y. The company’s strong recent execution despite a more challenging macro overhang gives us confidence that the company still finds plenty of expansion room to achieve these targets, despite Yum’s existing large scale. This being said, there are also risks that we have to be mindful of: Pizza Hut is a blight on the company’s result...
This article first appeared on GuruFocus. Oracle Corporation (ORCL, Financials) was upgraded to Buy from Neutral by DA Davidson, with the firm citing reduced risk tied to the company's relationship with OpenAI. In a note, analyst Gil Luria said a stabilized OpenAI reportedly backed by up to $140 billion in capital should meet its obligations to Oracle, including planned use of Oracle's cloud infra...
This article first appeared on GuruFocus. Oracle Corporation (ORCL, Financials) was upgraded to Buy from Neutral by DA Davidson, with the firm citing reduced risk tied to the company's relationship with OpenAI. In a note, analyst Gil Luria said a stabilized OpenAI reportedly backed by up to $140 billion in capital should meet its obligations to Oracle, including planned use of Oracle's cloud infrastructure. He noted that the market had overshot to the downside, pricing the OpenAI relationship as a liability rather than a long-term asset. Luria also highlighted Oracle's underlying software business, arguing that it continues to provide a solid earnings base. Software isn't dead, he said, suggesting that the company's 18x earnings multiple is justified by core operations alone. The analyst added that Oracle Cloud Infrastructure now represents pure upside, with additional value potential from TikTok USA's data operations. However, DA Davidson cautioned about Oracle's large financial obligations, pointing to $130 billion in debt and $248 billion in operating lease commitments. These liabilities, the firm said, leave Oracle in a precarious position despite long-term growth potential. Oracle shares rose 4.65% in response to the upgrade and growing investor confidence in AI-linked revenue.
This article first appeared on GuruFocus. Shares of Micron Technology (MU, Financials) slumped 3.2% after it was reported that Samsung Electronics would start making a lot of next-generation HBM4 chips later this month. The announcement made some worry about how well Micron was doing in the high-bandwidth memory sector. Yonhap News Agency said that Samsung got quality certification from Nvidia Cor...
This article first appeared on GuruFocus. Shares of Micron Technology (MU, Financials) slumped 3.2% after it was reported that Samsung Electronics would start making a lot of next-generation HBM4 chips later this month. The announcement made some worry about how well Micron was doing in the high-bandwidth memory sector. Yonhap News Agency said that Samsung got quality certification from Nvidia Corporation and got orders to make HBM4 chips for Nvidia's new AI accelerator platform, Vera Rubin. The timing is perfect for Nvidia's next-generation deployment, which gives Samsung an early advantage. Sanjay Mehrotra, the CEO of Micron, claimed before that the firm will start ramping up its own HBM4 production in the second quarter of 2026. The gap in the timeframe might provide Samsung a chance to get a big piece of the market as demand for AI computing grows. HBM chips are necessary for running AI workloads, and they have better profit margins than regular memory. The section has been a big part of Micron's stock price rise, which has tripled in the last year. Reports say that Samsung's new HBM4 chips can process data at 11.7 Gbps, which is 22% quicker than the current HBM3E generation. This shows how much better Samsung is at making semiconductors from start to finish.
The wheat complex is showing slight losses across the three markets on Monday. Chicago SRW futures are 1 to 2 1/2 cents lower at midday. KC HRW futures are down 3 to 4 cents in most contracts. MPLS spring wheat is steady to 3 cents lower as we trade through midday. USDA’s FGIS tallied wheat export shipments at 580,130 MT (21.32 mbu) during the week ending on February 5. That was 75.52% above the w...
The wheat complex is showing slight losses across the three markets on Monday. Chicago SRW futures are 1 to 2 1/2 cents lower at midday. KC HRW futures are down 3 to 4 cents in most contracts. MPLS spring wheat is steady to 3 cents lower as we trade through midday. USDA’s FGIS tallied wheat export shipments at 580,130 MT (21.32 mbu) during the week ending on February 5. That was 75.52% above the week prior and 1.72% larger than the same week last year. The Philippines was the top destination of 179,957 MT, with 119,479 MT headed to Bangladesh and 103,146 MT to Mexico. Marketing year exports for 2025/26 are 17.327 MMT (636.6 mbu) since June 1, which is now 18.36% above the same period last year. Don’t Miss a Day: USDA will release updated WASDE data on Tuesday, with a Bloomberg survey showing analysts at an average of 918 mbu for US wheat stocks, down 8 mbu from January if realized. World wheat stocks are estimated to total 278.6 MMT, which would be 0.3 MMT higher than in January. CFTC data showed a total of 12,988 contracts cut from the spec fund CBT wheat net short position in the week ending on 2/3, with the net short at 81,755 contracts. In KC wheat, managed money showed another 1,485 contracts trimmed from the net short position at 8,844 contracts. Mar 26 CBOT Wheat is at $5.27 1/4, down 2 1/2 cents, May 26 CBOT Wheat is at $5.37 1/4, down 1 3/4 cents, Mar 26 KCBT Wheat is at $5.27 3/4, down 3 1/2 cents, May 26 KCBT Wheat is at $5.40 1/2, down 3 cents, Mar 26 MIAX Wheat is at $5.68 3/4, down 1 1/4 cents, May 26 MIAX Wheat is at $5.80, down 2 1/2 cents, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
JHVEPhoto/iStock Editorial via Getty Images AMD ( AMD ) has hired Ariel Kelman as its new senior vice president and chief marketing officer, a position he most recently held at Salesforce for the past three years. Before that, Kelman served as chief marketing officer at Oracle ( ORCL ) and head of worldwide marketing at Amazon Web Services ( AMZN ). "As AMD continues to expand our portfolio and de...
JHVEPhoto/iStock Editorial via Getty Images AMD ( AMD ) has hired Ariel Kelman as its new senior vice president and chief marketing officer, a position he most recently held at Salesforce for the past three years. Before that, Kelman served as chief marketing officer at Oracle ( ORCL ) and head of worldwide marketing at Amazon Web Services ( AMZN ). "As AMD continues to expand our portfolio and deliver industry-leading high-performance and AI solutions across data center, embedded, client and gaming, Ariel's leadership will be instrumental in sharpening our storytelling, advancing our marketing organization and accelerating our momentum," said AMD Chief Administrative Officer Ruth Cotter. Kelman plans to help AMD advance its position in the data center market. "I'm looking forward to working with the team to elevate the AMD brand, deepen engagement with customers and partners and capture the massive AI data center opportunity enabled by AMD's uniquely differentiated products," he said. Kelman will be replacing John Taylor, who worked at AMD for 19 years and served as CMO for eight years. He retired from the company last year. More on AMD and Salesforce AMD Q4 Earnings: 3 Reasons For The Knife To Fall More AMD: The China Asterisk AMD's Bull Trap Plays Out - I Am A Buyer Schwab trading activity index reaches highest reading in almost a year AI-related names mostly rise on Monday following Super Bowl's tech-heavy ads
Coeur stock costs just 13 times this year's forecast earnings -- which could double over 2025. Coeur Mining (CDE +7.49%) stock jumped 7.2% through 2:30 p.m. ET Monday, bouncing back from a week in which the mining stock had mostly tread water -- and traded far below its highs of late January. If Coeur can hold onto today's gains, the gold miner will be back trading around where it was a couple of ...
Coeur stock costs just 13 times this year's forecast earnings -- which could double over 2025. Coeur Mining (CDE +7.49%) stock jumped 7.2% through 2:30 p.m. ET Monday, bouncing back from a week in which the mining stock had mostly tread water -- and traded far below its highs of late January. If Coeur can hold onto today's gains, the gold miner will be back trading around where it was a couple of weeks ago, on Jan. 21. Gold and silver prices pop And do you know what else will be trading back above where it once was? Gold. Gold sold off steeply after hitting an all-time high of $5,419.80 per ounce on Jan. 28. The shiny yellow metal had almost returned to the $5,000 level by the close of last week. Today, gold prices finally reached -- and passed -- that psychological barrier, gaining about 2.3% to approach $5,080 per ounce. Silver prices are doing even better after selling off much harder than gold. At last report, silver was up 7.3% today, and closing on $$83.50 per ounce. Coeur Mining, of course, mines both gold and silver (and also zinc and lead). It makes a lot of sense that as the price of gold and silver surge today, they'd pull Coeur stock higher along with them. Expand NYSE : CDE Coeur Mining Today's Change ( 7.49 %) $ 1.60 Current Price $ 23.05 Key Data Points Market Cap $14B Day's Range $ 21.63 - $ 23.05 52wk Range $ 4.58 - $ 27.77 Volume 713K Avg Vol 22M Gross Margin 31.80 % Is Coeur Mining stock a buy? And here's the thing: Coeur stock might have even more room to run -- as I pointed out last week. Priced near 30 times trailing earnings today, Coeur's 2025 earnings were probably quadruple what it earned in 2024, and analysts polled by Yahoo! Finance think profits will double again in 2026. Coeur stock trades for barely 13 times this year's estimated earnings right now. So long as gold prices keep rising, Coeur stock should keep going up as well.
These stocks have been going in opposite directions of late, but that doesn't mean that trend will continue. Novo Nordisk (NVO +4.43%) and Eli Lilly (LLY 0.52%) are rivals in the GLP-1 drug market and are behemoths in the healthcare sector, with massive valuations. But these stocks have been going in opposite directions in the past year. While Eli Lilly has been soaring to new heights, Novo has be...
These stocks have been going in opposite directions of late, but that doesn't mean that trend will continue. Novo Nordisk (NVO +4.43%) and Eli Lilly (LLY 0.52%) are rivals in the GLP-1 drug market and are behemoths in the healthcare sector, with massive valuations. But these stocks have been going in opposite directions in the past year. While Eli Lilly has been soaring to new heights, Novo has been in a seemingly endless tailspin. It's important to remember, however, that the past doesn't predict the future. Below, I'll look at which of these healthcare stocks may possess more upside from here on out, and which one may be the better long-term investment if you invest today. Eli Lilly's growth has been far more impressive Eli Lilly has generated incredible results due to the stellar performance of its GLP-1 products, Mounjaro (approved for diabetes) and Zepbound (approved for weight loss). Combined, they are generating nearly $12 billion in sales on a quarterly basis and are responsible for the vast majority of Eli Lilly's growth. This year, the company anticipates its full-year revenue will be within a range of $80 billion to $83 billion, which would suggest a growth rate as high as 27%. Expand NYSE : LLY Eli Lilly Today's Change ( -0.52 %) $ -5.48 Current Price $ 1052.70 Key Data Points Market Cap $1.0T Day's Range $ 1048.12 - $ 1106.71 52wk Range $ 623.78 - $ 1133.95 Volume 141K Avg Vol 3.5M Gross Margin 85.40 % Dividend Yield 0.57 % Novo Nordisk, on the other hand, has been struggling with rising competition. What has spooked investors is that the company is projecting that its adjusted sales growth rate for this year will be negative; Novo projects its top line will decline between 5% to 13% (on an adjusted basis, reflecting its true organic growth). The company has been battling compounding pharmacies and is suing Hims & Hers, alleging that its compounded drugs infringe on Novo's patents. If it can successfully put a stop to copycat drugs, that could help impr...