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medical-devices: Archive
BrightSpring Leans Into Home Care as IRA Pricing Resets Hit
by Urbi Guha
BTSG is navigating ~$600M of 2026 revenue headwinds while leaning on national scale and home-based coordination to drive margin expansion.
ADUSNegative Net Change OPCHNegative Net Change BTSGPositive Net Change
medical medical-devices
Should You Buy BTSG Stock After Raised 2026 Outlook?
by Urbi Guha
BrightSpring raised 2026 targets after a strong Q1 beat, betting home-based scale and tighter execution can drive margin gains despite IRA headwinds.
EHCPositive Net Change OPCHNegative Net Change BTSGPositive Net Change
medical medical-devices
Veeva Systems' AI & Vault CRM Strength Signal More Upside Ahead
by Harshit Gupta
VEEV's growing Vault CRM adoption and AI momentum, backed by major pharma wins, reinforce confidence in its long-term growth outlook.
CRMPositive Net Change VEEVPositive Net Change IQVNegative Net Change
medical medical-devices
BTSG Q1 2026 Beat Shows Drivers of Margin Expansion
by Urbi Guha
BrightSpring beat Q1 estimates as revenue rose 25.6% and margins widened; its home-based platform gains traction despite IRA-related revenue pressure.
ADUSNegative Net Change OPCHNegative Net Change BTSGPositive Net Change
medical medical-devices
ISRG's Ion Platform: A Major Growth Engine in Lung Cancer Care?
by Indrajit Bandyopadhyay
ISRG's Ion platform saw 39% procedure growth in Q1, with new clinical data strengthening its role in lung cancer diagnosis.
ISRGNegative Net Change STXSPositive Net Change GMEDPositive Net Change
medical medical-devices
Can CAH's Surging Other Growth Businesses Become Its Next Profit Engine?
by Indrajit Bandyopadhyay
CAH's fast-growing Other Growth Businesses posted 34% revenue growth and 52% profit gains, raising their role in long-term earnings.
CNMDPositive Net Change ALGNPositive Net Change CAHPositive Net Change
medical medical-devices
GE HealthCare and UW Medicine Radiology Expand CT, MI Research Tie
by Zacks Equity Research
GEHC teams with UW Medicine Radiology to advance CT and molecular imaging, aiming to automate workflows and speed next-gen imaging to clinics.
ISRGNegative Net Change WSTPositive Net Change GMEDPositive Net Change GEHCNegative Net Change
medical medical-devices
Should You Buy UBS (UBS) After Golden Cross?
by Zacks Equity Research
When a stock experiences a golden cross technical event, good things could be on the horizon. How should investors react?
UBSNegative Net Change
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Omnicell Stock Surges 57.3% in a Year: What's Driving It?
by Zacks Equity Research
OMCL shares soar 57.3% in a year as SaaS growth, Autonomous Pharmacy momentum and OmniSphere adoption boost outlook.
ALGNPositive Net Change OMCLPositive Net Change IARTNegative Net Change GMEDPositive Net Change
medical medical-devices
Here's Why You Should Retain McKesson Stock in Your Portfolio for Now
by Zacks Equity Research
McKesson's oncology growth, GLP-1 momentum and RxTS expansion support earnings strength, but pricing reform and margin pressures pose risks.
MCKNegative Net Change GMEDPositive Net Change PACBNegative Net Change BDSXNegative Net Change
medical medical-devices