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Merck Tops Quarterly Estimates, Posts Modest 2026 Guidance as Generic Competition Looms
Merck's Q4 Keytruda sales rose 7% to $8.37 billion, but 2026 revenue guidance of $65.5 billion to $67 billion falls short due to patent expirations and pricing pressures.
- On Tuesday, Merck & Co. reported fourth-quarter earnings and revenue that topped estimates, with revenue of $16.4 billion, up 5% year over year.
- Facing imminent patent losses, Merck & Co. issued a modest 2026 guidance of $65.5 billion to $67.0 billion, below the $67.6 billion analysts expected.
- Keytruda sales climbed to $8.37 billion, Winrevair reached $467 million, and Gardasil fell 34% to $1.03 billion due to soft demand in China.
- Including a roughly $9 billion acquisition charge tied to Cidara, shares fell 1.2% in premarket trading and Merck is cutting $3 billion in costs.
- Preparing for Keytruda's patent expiry, Merck is pursuing acquisitions and deals while subcutaneous Keytruda generated $35 million last year.
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Merck stock price rises after hours after choppy day — MRK traders focus on 2026 outlook and FDA dates
New York, February 3, 2026, 19:37 EST — After-hours update Merck & Co shares climbed 2.2% in after-hours trading Tuesday, closing at $115.84. During the session, the stock fluctuated between $109.02 and $118.35. This move is significant as Merck heads into 2026 facing a familiar challenge: robust growth in its oncology portfolio paired with a widening gap from aging drugs. The industry’s straightforward term for this is “loss of exclusivity”—pat…
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