Amgen (AMGN)

Hold Recap: Q2 2026

Amgen Answers the Quality Question: Product Sales Accelerate to 9%, the Raise Beats the Beat, and the Discount Closes

Hold Recap: Q1 2026

Amgen's Beat-and-Raise Gets Sold: Low-Quality Composition and Two Fresh Overhangs Outweigh a Cheaper Stock

Hold Recap: Q4 2025

Amgen's Double Beat and Above-Street 2026 Guide Reprice the Stock 8%; MariTide Remains the Whole Ballgame