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medical-devices: Archive

Zacks Equity Research

Reasons to Retain Fresenius Medical Stock in Your Portfolio for Now

FMS eyes growth on value-based care surge and FME25+ savings, but regulatory headwinds, flat volumes and China weakness cloud outlook.

ISRGNegative Net Change CAHPositive Net Change FMSPositive Net Change PAHCPositive Net Change

Indrajit Bandyopadhyay

BTSG Growth Drivers in 2026 Across Specialty and Providers

BTSG leans on specialty and provider growth in 2026, with margin expansion expected to outpace revenue despite near-term pharmacy headwinds.

CVSPositive Net Change OPCHPositive Net Change BTSGNegative Net Change

Indrajit Bandyopadhyay

Is BrightSpring BTSG Stock Expensive at 24.5x Forward P/E?

BTSG trades at 24.5x forward earnings after strong 2025 results, but 2026 hinges on margin gains offsetting policy-driven revenue headwinds.

CVSPositive Net Change OPCHPositive Net Change BTSGNegative Net Change

Indrajit Bandyopadhyay

BTSG and the Shift to Home Care as Margins Expand in 2026

BTSG targets margin expansion in 2026 as home-care demand grows, but policy and pricing pressures could cloud revenue trends.

ADUSPositive Net Change OPCHPositive Net Change BTSGNegative Net Change

Zacks Equity Research

Reasons to Retain TransMedics Stock in Your Portfolio for Now

TMDX rides OCS adoption and strong fourth-quarter results, but margin pressure raises questions for investors.

ISRGNegative Net Change CAHPositive Net Change PAHCPositive Net Change TMDXNegative Net Change

Moumi Mondal

HOLX vs. ALGN: Which MedTech Stock Is the Better Investment Pick Now?

Align Technology's growth surges on record aligner demand and DSO expansion, while Hologic's near-complete buyout leaves little upside for investors.

ALGNNegative Net Change HOLXNo Net Change

Zacks Equity Research

Is Zimmer Biomet Stock the Right Pick for Your Portfolio Now?

ZBH leans on knee growth, robotics innovation and steady markets, but debt levels and stiff competition complicate its near-term investment appeal.

ISRGNegative Net Change GMEDNegative Net Change PAHCPositive Net Change ZBHPositive Net Change

Zacks Equity Research

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

GE HealthCare rides a strong backlog, innovation and diagnostics growth, but tariffs and margin pressures threaten to temper its forward momentum.

ISRGNegative Net Change CAHPositive Net Change PAHCPositive Net Change GEHCNegative Net Change

Zacks Equity Research

GE HealthCare Wins FDA 510(k) Clearance for Photonova Spectra PCCT

GEHC gains FDA nod for Photonova Spectra, a next-gen photon-counting CT system to boost diagnostic precision, workflow efficiency and imaging insights.

ISRGNegative Net Change CAHPositive Net Change PAHCPositive Net Change GEHCNegative Net Change

Urmimala Biswas

The Longevity Economy: Why Healthcare REITs Are in Focus

Ventas highlights how aging demographics are boosting healthcare REIT demand, with senior housing occupancy growth and limited supply supporting long-term growth.

VTRPositive Net Change OHIPositive Net Change CTREPositive Net Change WELLPositive Net Change