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WUWUXAY

WuXi AppTec Co., Ltd.

$WUXAY·$62B·Medical - Diagnostics & Research·Healthcare
$22.75-2.2%YTD+76.6%1Y+77.5%
Mentions · last 7 days
2026-07-29: 0 posts2026-07-30: 0 posts2026-07-31: 0 posts2026-08-01: 0 posts2026-08-02: 0 posts2026-08-03: 0 posts2026-08-04: 0 posts0
Price updated 11m ago·X counts updated 2d ago
WUWUXAY
$WUXAYWuXi AppTec Co., Ltd.
$22.75-2.15%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $WUXAY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-05

The move is getting stronger, with heavier trading behind it.

Chinese CRDMO at 52-week highs — Q1 revenue +29% YoY, but pushing back against US DoD 'Chinese military' designation via lawsuit.

WuXi AppTec is China's largest contract research, development and manufacturing organization (CRDMO) — providing outsourced drug-discovery, testing and clinical-manufacturing services to global pharma and biotech. It's up 79% over twelve months on the fundamentals delivery, while pushing back legally against a US regulatory overhang.

  • Q1 revenue grew 29% YoY to RMB 12.4B with operating margin at 45% — the growth reflects genuine demand recovery in outsourced pharma R&D services after a soft 2024, and the 45% operating margin is what a scaled CRDMO looks like at full utilization.
  • The June 11 lawsuit against the US Department of War (for linking WuXi to the Chinese military) is the specific regulatory overhang that has been priced into the discount versus US peers (Charles River, IQVIA) — a favorable ruling would remove a real business risk, an unfavorable one caps the growth path in the US.
  • At 18x TTM earnings and 10x EV/EBITDA the ADR is priced at a discount to US CRDMO peers but a premium to Chinese-listed peers — the ADR sits at 100% of its 52-week range, so the market has priced in continued operational execution but not a favorable regulatory resolution.

The compounder-through-outsourced-pharma-services read is intact and confirmed by the print. What restarts the move: a favorable ruling on the DoD complaint or removal from the 'entity of concern' designation; an unfavorable regulatory outcome that constrains US-customer relationships is what would flip the tape.

What to watch: The 8/10 H1 print for continued 25%+ revenue growth and updated US-customer commentary, and the trajectory of the DoD lawsuit; an unfavorable regulatory outcome or a specific US-customer contract loss is what flips the accelerating tape.

On the calendar: 2026-08-10 — H1 earnings

chinese crdmous regulatory overhangat 52w highs

Read the AI verdict + X sentiment for $WUXAY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Chinese pharmaceutical contract research and manufacturing organization (CRO/CDMO) serving global drug discovery and production pipelines.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Diagnostics & Research sits in its cycle right now — and what that implies for $WUXAY.

Medical - Diagnostics & Research · Healthcare

No material change from last week — pharma R&D spending is recovering and CDMO demand is growing as drug pipelines advance toward clinical trials.

Industry benchmark

21-name peer basket
+33.6%YTD
+88.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
18.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
17.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
42.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
27.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
49.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 27, 2026$0.23$0.18+30.3%
Q4 2025Mar 23, 2026$0.37$0.38-4.1%
Q3 2025Oct 31, 2025$0.17$0.15+12.8%
Q1 2025Apr 28, 2025$0.18$0.11+63.5%
Next earningsMon, Aug 10·consensus EPS $0.23

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$12.4B+28.8%50.4%45.2%$1.59$2.4B
Q4 FY25$12.6B+9.2%50.3%39.6%$2.49$3.8B
Q3 FY25$12.0B+14.5%49.7%38.3%$1.21$9.9B
Q2 FY25$11.1B+21.4%46.3%50.6%$1.72$2.9B

Forward consensus

5-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$53.3B$51.8B – $56.4B$6.09$5.80 – $6.9019
FY27$62.4B$59.6B – $71.1B$7.11$6.77 – $8.0619
FY28$72.1B$69.4B – $79.5B$8.28$7.88 – $9.398
FY29$85.6B$82.5B – $94.4B$9.74$9.27 – $11.0410
FY30$100.2B$96.5B – $110.5B$11.35$10.81 – $12.8616

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.100%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+26.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+49.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.5B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.035-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

WuXi AppTec files complaint against U.S. DoD for linking it to Chinese militaryreuters.com·56d agoWuXi AppTec Recognized as a Top-Performing Company on 2026 Dow Jones Best-in-Class World Indexprnewswire.com·81d ago

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Voices on X · last 7 days

No standout posts about $WUXAY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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