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medical-devices: Archive

Indrajit Bandyopadhyay

BTSG Faces $200M IRA Hit but Efficiency May Protect Profitability

BTSG faces a $200M 2026 IRA revenue headwind in Home Pharmacy, but efficiency gains and technology are helping protect profitability.

BTSGPositive Net Change CAHNegative Net Change CVSNegative Net Change

Moumi Mondal

BSX vs. MDT: Which Electrophysiology Stock Is the Better Bet Now?

Boston Scientific faces near-term pressure in electrophysiology, while Medtronic gains share and sees stronger momentum across key franchises.

BSXNegative Net Change MDTNegative Net Change

Mark Vickery

Top Stock Reports for Cisco, Lam Research & Thermo Fisher

Cisco, Lam Research and Thermo Fisher headline today's research reports, with AI demand, customer activity and growth strategies in focus.

CSCONegative Net Change TMONegative Net Change LRCXPositive Net Change APNegative Net Change CLSTPositive Net Change AEENegative Net Change NLYNegative Net Change DINONegative Net Change

Zacks Equity Research

Here's Why You Should Retain CONMED Stock in Your Portfolio for Now

CONMED's BioBrace and AirSeal platforms, robotic growth and easing supply bottlenecks support its long-term outlook despite tariff headwinds.

CNMDNegative Net Change GMEDNegative Net Change VCYTNegative Net Change INSPPositive Net Change

Indrajit Bandyopadhyay

Can CAH Navigate IRA Pricing Changes Risk Without Margin Pressure?

Cardinal Health expects IRA pricing changes to pressure Pharma revenues while protecting profitability through compensation and durable distribution agreements.

CAHNegative Net Change CVSNegative Net Change BTSGPositive Net Change

Zacks Equity Research

GEHC Launches CareIntellect AI Tool to Optimize Hospital Operations

GE HealthCare launches an AI-powered SaaS tool that predicts hospital capacity challenges up to 72 hours ahead and recommends actions to ease bottlenecks.

GEHCNegative Net Change GMEDNegative Net Change VCYTNegative Net Change INSPPositive Net Change

Zacks Equity Research

ISRG Wins EU Nod to Expand da Vinci SP in Gynecologic Procedures

Intuitive Surgical's CE mark expands da Vinci SP into transvaginal gynecology in Europe, opening a new women's health opportunity and growth runway.

ISRGPositive Net Change WSTNegative Net Change GMEDNegative Net Change VCYTNegative Net Change

Zacks Equity Research

Here's Why You Should Add Avantor Stock to Your Portfolio for Now

AVTR's strong Q2 results, improving orders and raised 2026 outlook support growth prospects, though BMP weakness and uneven demand remain concerns.

AVTRNegative Net Change WSTNegative Net Change GMEDNegative Net Change VCYTNegative Net Change

Zacks Equity Research

Here's Why You Should Add BrightSpring Stock to Your Portfolio Now

BTSG's specialty pharmacy, infusion and home-based care expansion support growth, while IRA and execution risks may put pressure on near-term margins.

BTSGPositive Net Change WSTNegative Net Change GMEDNegative Net Change VCYTNegative Net Change