> ## Content Index > Fetch the complete content index at: https://www.morningowl.io/llms.txt > Use this file to discover other available public pages before exploring further. # Weekly recap: UTHR, ED, MKC, REGN, ARW - URL: https://www.morningowl.io/blog/weekly-recap-2026-10-04/ - Published: 2026-10-04T22:30:03.000Z - Updated: 2026-10-10T02:06:01.000Z - Description: The US stocks the public conversation moved on most in the week ending Oct 4, 2026, and what news, retail investors and analysts said about them. - Author: morningowl - Tags: #blog Good evening. Here are the US stocks the public conversation moved on most this past week, September 28 to October 4, 2026, and what news, retail investors and analysts said about them. How to read each name below: first line = how morningowl sentiment moved on its biggest day of the week (the weekday shown), second = where it stood that day (-100 to +100). ▸ United Therapeutics (UTHR) ▲ Up 27 on Thursday Sentiment that day +21 News commentary centered on the Delaware court ruling that Liquidia's Yutrepia infringes UTHR's '327 patent, sending shares up about 13% to a $542 close on heavy volume. Analyst commentary turned favorable, with BTIG lifting its rating from Neutral to favorable and raising its price target to $728\. Retail chatter, also busy, dwelled on the same ruling but looked ahead to remedies, an injunction request, a possible appeal, or a scenario where Liquidia keeps Yutrepia on the market by granting UTHR royalties or equity, with RBC noting the dispute runs through the Tyvaso franchise either way. All three groups aligned on the ruling as a clear positive for UTHR, differing mainly in that retail weighed how the remedy phase might ultimately play out. ▸ Consolidated Edison (ED) ▲ Up 25 on Friday Sentiment that day +11 Analyst commentary is focused on Wells Fargo's upgrade of Consolidated Edison from Equal-Weight to Overweight, with the price target raised to $118 from $108, framing the utility as a buffer against rotation out of the AI trade. ▸ McCormick & Company (MKC) ▲ Up 21 on Thursday Sentiment that day +10 Retail commentary centered on McCormick's Q3 '26 report, highlighting adjusted operating income of $359 million versus $294 million a year earlier and reaffirmed fiscal 2026 guidance, with some noting a sizable short position of 16 million shares as fuel for a potential squeeze. News commentary pointed the same way, emphasizing sales up 17.4% year-on-year to $2.02 billion and non-GAAP profit of $0.86 per share beating consensus by 13.8%, with acquisition-driven sales and higher pricing credited. Both groups converged on the earnings beat and the reaffirmed outlook as favorable. ▸ Regeneron Pharmaceuticals (REGN) ▼ Down 18 on Tuesday Sentiment that day +1 News commentary centered on the competitive threat from Kodiak Sciences' Phase 3 readout, where Zenkuda and tabirafusp matched Eylea on macular degeneration endpoints at roughly six-month dosing versus Eylea's eight-week interval, alongside the shares slipping 4.54% to $752.25 despite a firm one-year return. Retail chatter zeroed in on the same Kodiak DAYBREAK data, flagging a planned Q4 BLA filing for Zenkuda across wet AMD and other indications and framing Eylea as facing obsolescence. Both groups converged on the eye-disease rivalry as the cautious driver, differing mainly in tone rather than direction. ▸ Arrow Electronics (ARW) ▲ Up 18 on Saturday Sentiment that day +43 Retail commentary is focused on the breakout past 237.33 to an all-time high near 244, framing the triple-digit earnings growth and Raymond James's favorable rating with a 250 price target as evidence of a broad components cycle. News commentary echoes the IBD Stock of the Day breakout and ties the jump to weaker U.S. employment data cooling Treasury yields, while flagging that the extended price makes timing the chief risk. Both groups lean favorable on the earnings momentum; the news side adds the lone note of caution on valuation stretch. 🦉 a busier week than most, leaning more positive than negative. Subscribers get the same read every market morning. This is not investment advice. morningowl is a publisher, not a registered investment adviser. We may hold positions in any security mentioned. Past performance and historical commentary patterns do not predict future results. Our data and analysis are provided "as is" and may contain inaccuracies; we accept no liability for errors or for any decisions made in reliance on them.