HALO - Halozyme Therapeutics, Inc.
Halozyme Therapeutics is delivering strong shareholder value, driven by robust royalty growth and disciplined capital allocation. HALO posted a double beat on Q1 2026 earnings, reaffirmed 2026–2028 guidance, and announced a new $1 billion share repurchase program. HALO trades at a significant discount to historical and sector valuations, despite maintaining >75% gross margins and strong free cash flow.
Acquisition gives Nexalin control of AI-integrated remote patient-monitoring, clinical data-capture and virtual-care infrastructure already deployed at UCSD Acquisition gives Nexalin control of AI-integrated remote patient-monitoring, clinical data-capture and virtual-care infrastructure already deployed at UCSD
Josh Brown, co-founder and CEO of Ritholtz Wealth Management, coined the term HALO as a way to identify companies immune to AI disruption. Many HALO stocks are outperforming this year, such as FedEx, ExxonMobil, and Coca-Cola, as enterprise software names like Adobe, ServiceNow, and Salesforce test 52-week lows.
Dave Mazza, CEO of Roundhill Investments, joins CNBC's "Halftime Report" to highlight the launch of their new "HALO" ETF coined by our very own Josh Brown. It stands for "Heavy Assets, Low Obsolescence.
HALO beats Q1 earnings estimates as royalty revenues from partner drugs and strong product sales lift revenues by 42% year over year.
Halozyme Therapeutics, Inc. (HALO) Q1 2026 Earnings Call Transcript
Halozyme Therapeutics NASDAQ: HALO reported a sharp increase in first-quarter 2026 revenue and earnings, driven by continued growth in royalties from its ENHANZE drug-delivery platform, and announced a new $1 billion share repurchase authorization.
While the top- and bottom-line numbers for Halozyme Therapeutics (HALO) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Halozyme Therapeutics (HALO) came out with quarterly earnings of $1.6 per share, beating the Zacks Consensus Estimate of $1.54 per share. This compares to earnings of $1.11 per share a year ago.
Announcing New $1 billion Share Repurchase Program Projecting to Buy Back at Least $400 million in 2026 Total Revenue Increased 42% YOY to $377 million Royalty Revenue Increased 43% YOY to $241 million Reiterating 2026 Financial Guidance Ranges: Total Revenue of $1.710 - $1.810 billion, YOY Growth of 22% - 30% Royalty Revenue of $1.130 - $1.170 billion, YOY Growth of 30% - 35% Adjusted EBITDA of $1.125 - $1.205 billion, YOY Growth of 71% - 83%1 Non-GAAP Diluted EPS of $7.75 - $8.25, YOY Growth of 87% - 99%1 SAN DIEGO, May 11, 2026 /PRNewswire/ -- Halozyme Therapeutics, Inc. (Nasdaq: HALO) ("Halozyme" or the "Company") today reported its financial and operating results for the first quarter ended March 31, 2026, and provided an update on its recent corporate activities. "I am pleased to announce our new $1 billion share repurchase program and that we project to repurchase at least $400 million in 2026, which is a reflection of our strong cash generation and confidence in the long-term value and durability of our business.
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Marks first ENHANZE ® agreement to include ADC targets Collaboration also includes option for additional future targets First clinical trial projected to initiate in 2026 SAN DIEGO, May 7, 2026 /PRNewswire/ -- Halozyme Therapeutics, Inc. (Nasdaq: HALO) ("Halozyme" or the "Company") today announced the Company entered into a global collaboration and license agreement with GSK. Under the collaboration, GSK has licensed Halozyme's ENHANZE® drug delivery technology for the development and potential commercialization of subcutaneous administration of multiple oncology targets, including antibody drug conjugates (ADCs), as well as an option for additional future drug targets.
Besides Wall Street's top-and-bottom-line estimates for Halozyme Therapeutics (HALO), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2026.
Agreement provides exclusive rights for IL-23p19 in psoriatic disease and option for one additional target SAN DIEGO and MENLO PARK, Calif., May 6, 2026 /PRNewswire/ -- Halozyme Therapeutics, Inc. (Nasdaq: HALO) ("Halozyme") and Oruka Therapeutics, Inc. (Nasdaq: ORKA) ("Oruka") today announced that Halozyme's wholly‑owned subsidiary, Halozyme Hypercon, Inc., has entered into a global exclusive collaboration and license agreement with Oruka.
Halozyme (HALO) is evolving from an ENHANZE royalty story into a diversified subcutaneous drug delivery platform, expanding its technology suite and partner base. FY 2025 royalty revenue surged 52% to $867.8M; 2026 guidance calls for 30–35% royalty growth and adjusted EBITDA of $1.125–$1.205B. Recent acquisitions (Hypercon, Surf Bio) and new partnerships (Vertex, Takeda) extend HALO's IP runway and position it as a one-stop biologic delivery solutions provider.
SAN DIEGO, April 30, 2026 /PRNewswire/ -- Halozyme Therapeutics, Inc. (Nasdaq: HALO) ("Halozyme") today announced it will release its first quarter 2026 financial and operating results on Monday, May 11, 2026, following the close of trading. Halozyme will host a conference call on Monday, May 11, 2026 at 1:30pm PT/4:30pm ET to discuss the results.
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SAN DIEGO, April 30, 2026 /PRNewswire/ -- Halozyme Therapeutics, Inc. (Nasdaq: HALO) ("Halozyme" or the "Company") today announced the appointment of Darren Snellgrove as Chief Financial Officer, effective June 8, 2026. Mr. Snellgrove will be responsible for leading Halozyme's financial operations and strategy, including capital allocation, corporate development and investor relations.
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Halozyme Therapeutics (HALO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.