The Comeback Pharma You Forgot About Is Looking Like A Sneaky Buy

For most of 2025, this blue-chip drugmaker was treated like a value trap. Cheap, dull, and haunted by a patent cliff that never seemed to end.

Then December hit. With a dividend bump, back-to-back analyst upgrades, and a lineup of 2026 catalysts that could restock the growth engine, the market is remembering why this name once sat near the top of every defensive investor’s list.

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CoStar Group | CSGP

Price: $64.81

Google testing home listings at the top of search results gave CoStar investors a scare, hammering the stock nearly 7%.

The market’s reading it as an existential threat to Homes.com traffic, but it’s too early to call this a knockout blow. 

CoStar’s value lies in its proprietary data and deep relationships with agents and institutions, not just eyeballs from Google.

The company is still posting strong revenue growth and expanding margins, though costs remain heavy as it scales its real estate platforms.

Why it matters for you: Watch for management commentary on paid traffic mix and ad spend efficiency.

If Google’s pilot fizzles or CoStar shows organic traffic resilience, this dip could become a setup for longer-term investors betting on data-driven real estate tech.

Workday | WDAY

Price: $215.98

Workday’s latest guidance landed like a turkey sandwich without the gravy, technically fine but missing excitement.

Subscription revenue growth of 14% sounds decent until you notice the slowdown versus peers. 

The company’s AI features are still early, and the market’s questioning whether automation will help or hurt legacy platforms.

Still, with a $56 billion market cap and recurring revenues north of $8 billion, Workday isn’t exactly floundering. It’s just battling high expectations and a cautious enterprise IT budget cycle.

Why it matters for you: Keep an eye on large enterprise renewals and adoption of its AI modules.

If Workday can prove AI boosts efficiency and reduces churn, this could be a mid-2026 rebound story once sentiment resets.

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Builders FirstSource | BLDR

Price: $103.51

A downgrade from Jefferies capped off a rough stretch for BLDR, which has been sliding with the broader housing slowdown.

Even strong Q3 earnings didn’t stop the drift as analysts brace for a soft start to 2026.

The market’s problem isn’t the company, it’s the cycle.

Margins are stabilizing, and management’s execution has been solid, but slower home construction and more competition are squeezing expectations.

Why it matters for you: Track housing starts and pricing discipline in Q1.

If single-family demand rebounds faster than expected or costs come down, BLDR could flip from oversold to early-cycle recovery before midyear.

Incyte | INCY

Price: $97.68

This quietly consistent biotech keeps putting up real numbers, 20% revenue growth, strong EPS beats, and enviable margins, but it can’t seem to escape the wait and see label.

Hedge funds trimming positions hasn’t helped, though most analysts still sit in the Buy or Hold camp.

The company’s hematology and oncology pipeline is deep, and several trial readouts in 2026 could reshape sentiment.

At under 17x earnings and virtually no debt, the risk/reward looks cleaner than many peers.

Why it matters for you: Focus on execution, not headlines.

If Incyte delivers on its double-digit EPS forecast and one or two late-stage wins, the market could finally start paying for consistency instead of ignoring it.

Bristol-Myers Squibb | BMY

Price: $53.55

The upgrades are finally starting to stick. Bank of America and Guggenheim both shifted to Buy as confidence builds in the company’s late-stage pipeline.

Breyanzi’s expanded FDA approval adds new lymphoma markets, and Opdivo’s priority review in Hodgkin lymphoma is a clear 2026 event. 

Even after a few clinical hiccups, Bristol’s shots on goal are multiplying instead of shrinking.

Add in a modest dividend increase, now yielding 4.6%, and BMY suddenly looks more like a turnaround play than a yield hold.

The story is no longer just about patching losses from aging drugs, it’s about rebuilding momentum through new therapies and steady shareholder returns.

Why it matters for you: Watch trial timelines (especially Opdivo and ADEPT data) and guidance updates early next year.

If management can show sequential earnings growth while keeping R&D spend disciplined, the re-rating case could have legs well into 2026.

Stat of the Day: 4.6%

U.S. unemployment just ticked up to 4.6%, the highest in more than four years. The labor market hasn’t fallen apart, but it’s clearly cooling.

Job gains slowed, federal hiring dropped, and companies are leaning more on AI and automation instead of humans.

For investors, that means an economy shifting from tight labor to slow hire.

It’s not panic territory yet, but it’s enough to make the Fed’s recent rate cut look justified, and to keep eyes peeled for how quickly wage growth follows.