MRK Earnings
Thursday, Apr 30 2026
EPS Estimate
$-1.47
$-1.81 – $-0.83
Revenue Estimate
$15.9B
Current Price
$112.56
Our Position
bullishMerck Leads Semiconductor Precursor Market Growth
est. revisions falling
(-22.4pp / 30d)
Merck's dominant position in a fast-growing semiconductor precursor market offers a strong diversification avenue and revenue upside outside its core pharmaceutical business.
Watch: Monitor semiconductor precursor market growth and Merck's execution in this segment as a key driver for long-term valuation re-rating.
Data Signal Summary
1 bullish
2 bearish
Estimates down -12%
Insider buying cluster
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-8.6%
P/E Ratio
15.9
Est. Revisions (30d)
-12.3% 3up/4dn
Analyst Target (mean)
$130 $100–$150 +15%
Options P/C Ratio
0.75 0C/1P unusual
Est. Dispersion
67% 18 analysts
Insider Cluster
buy cluster
Fund Convergence
strong D.E. Shaw, Citadel, Bridgewater
Recent Activity
insider trades
62 transactions
Award
·
DAVIS ROBERT M (Chief Executive Officer)
·95,275 shares
·$9,331,234
Sell
·
LI DEAN Y (Officer)
·10,235 shares
·$1,202,844
Sell
·
GUINDO CHIRFI (Officer)
·10,000 shares
·$1,184,101
Sell
·
ZACHARY JENNIFER L (General Counsel)
·121,573 shares
·$14,485,690
Exercise
·
ZACHARY JENNIFER L (General Counsel)
·121,573 shares
·$14,485,690
57 more
Sell
·
WILLIAMS DAVID MICHAEL
·5,000 shr
·$609,525
Exercise
·
WILLIAMS DAVID MICHAEL
·5,000 shr
·$388,100
Sell
·
OOSTHUIZEN JOHANNES JACOBUS
·15,000 shr
·$1,827,992
Sell
·
DELUCA RICHARD ROBERT JR.
·37,685 shr
·$4,557,025
Sell
·
GUINDO CHIRFI
·20,000 shr
·$2,437,676
Sell
·
LI DEAN Y
·15,087 shr
·$1,791,824
Exercise
·
LI DEAN Y
·15,087 shr
·$845,475
Sell
·
LITCHFIELD CAROLINE
·41,997 shr
·$5,023,312
Exercise
·
LITCHFIELD CAROLINE
·41,997 shr
·$2,228,361
Sell
·
SMART DALTON E. III
·6,400 shr
·$765,920
Exercise
·
SMART DALTON E. III
·4,000 shr
·$248,280
Sell
·
DAVIS ROBERT M
·47,434 shr
·$5,599,327
Award
·
CHATTOPADHYAY SANAT
·13,880 shr
·$1,490,712
Award
·
GUINDO CHIRFI
·9,865 shr
·$1,059,501
Award
·
ZACHARY JENNIFER L
·11,583 shr
·$1,244,014
Award
·
WILLIAMS DAVID MICHAEL
·6,112 shr
·$656,429
Award
·
LI DEAN Y
·20,469 shr
·$2,198,371
Award
·
LITCHFIELD CAROLINE
·15,852 shr
·$1,702,505
Award
·
OOSTHUIZEN JOHANNES JACOBUS
·5,026 shr
·$539,792
Award
·
LI DEAN Y
·32,621 shr
·$3,194,901
Award
·
ROMANELLI JOSEPH EDWARD
·5,703 shr
·$612,502
Award
·
SMART DALTON E. III
·1,066 shr
·$114,488
Award
·
DAVIS ROBERT M
·47,434 shr
·$5,094,412
Award
·
DELUCA RICHARD ROBERT JR.
·12,264 shr
·$1,317,154
Sell
·
DOWNING CRISTAL N.
·7,085 shr
·$616,395
Sell
·
WILLIAMS DAVID MICHAEL
·8,614 shr
·$720,040
Exercise
·
GUINDO CHIRFI
·36,903 shr
·$2,926,039
Exercise
·
WILLIAMS DAVID MICHAEL
·17,119 shr
·$1,357,366
Exercise
·
ROMANELLI JOSEPH EDWARD
·4,325 shr
·$363,091
Other
·
SMART DALTON E. III
·845 shr
Exercise
·
SMART DALTON E. III
·2,050 shr
·$170,519
Other
·
LARSON BETTY D
·11,350 shr
Sell
·
SMART DALTON E. III
·4,262 shr
·$352,723
Exercise
·
SMART DALTON E. III
·5,000 shr
·$290,400
Sell
·
OOSTHUIZEN JOHANNES JACOBUS
·8,500 shr
·$714,745
Sell
·
WILLIAMS DAVID MICHAEL
·6,000 shr
·$512,057
Other
·
OOSTHUIZEN JOHANNES JACOBUS
·13,002 shr
Sell
·
DOWNING CRISTAL N.
·2,361 shr
·$209,551
Buy
·
THULIN INGE G
·2,832 shr
·$250,000
Buy
·
BAKER DOUGLAS M JR
·15,000 shr
·$1,327,500
Award
·
CHATTOPADHYAY SANAT
·28,136 shr
·$2,755,640
Award
·
GUINDO CHIRFI
·28,158 shr
·$2,757,795
Award
·
ZACHARY JENNIFER L
·25,423 shr
·$2,489,929
Award
·
WILLIAMS DAVID MICHAEL
·10,246 shr
·$1,003,493
Award
·
LITCHFIELD CAROLINE
·23,432 shr
·$2,294,930
Award
·
DOWNING CRISTAL N.
·9,446 shr
·$925,141
Award
·
OOSTHUIZEN JOHANNES JACOBUS
·8,664 shr
·$848,552
Award
·
SMART DALTON E. III
·2,586 shr
·$253,273
Sell
·
GUINDO CHIRFI
·10,000 shr
·$1,214,562
Award
·
DELUCA RICHARD ROBERT JR.
·25,438 shr
·$2,491,398
Exercise
·
GUINDO CHIRFI
·36,901 shr
·$4,250,995
Exercise
·
KLOBUCHAR MICHAEL A
·887 shr
·$113,101
Other
·
OOSTHUIZEN JOHANNES JACOBUS
·912 shr
Other
·
SMART DALTON E. III
·2,658 shr
Other
·
DELUCA RICHARD ROBERT JR.
·27,126 shr
Other
·
ROMANELLI JOSEPH EDWARD
·2,262 shr
Exercise
·
SMART DALTON E. III
·381 shr
·$49,073
analyst ratings
1 rating
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