The third-quarter earnings season reveals a sector at a crossroads. While government and technical consulting firms like Jacobs Solutions benefit from long-term structural trends, their latest financial results and market reactions paint a complex picture of resilience and recalibration.
KeyBanc Capital Markets has upgraded LivaNova PLC (LIVN) from Sector Weight to Overweight, setting an $81 price target. The move reflects a broader positive shift in analyst sentiment towards the medical technology sector as valuation premiums ease.
Morgan Stanley and Evercore ISI reaffirm bullish ratings on iRhythm, citing strong Q4 preliminary results and growth potential from its next-gen cardiac monitoring technology.
Insulet Corp (PODD) has emerged as a top pick among hedge funds in the medical device sector, buoyed by overwhelmingly bullish analyst ratings and a price target suggesting significant growth potential. The company's innovative tubeless insulin pump system is seen as a key driver.
Goldman Sachs and Evercore ISI analysts have raised price targets for GE HealthCare Technologies (GEHC), citing a projected market recovery and strong capital expenditure trends by 2026. The medical devices firm is highlighted as a top hedge fund pick.
Analyst Matthew O'Brien reaffirms an Overweight rating and $420 price target for Stryker, highlighting the potential of its new Mako RPS handheld orthopedic robot to capture cost-sensitive markets and compete with rivals like Zimmer Biomet.
Wall Street analysts are raising price targets on Edwards Lifesciences, citing a renewed growth cycle driven by TAVR expansion and a strong product pipeline, positioning the medical device maker as a favored pick.
A recent physician survey on renal denervation procedure volumes has prompted analysts to adopt a more measured view of Medtronic's near-term growth potential, even as the medical device giant remains a favored long-term holding.
The world's largest payment networks are taking a measured approach to stablecoins for everyday consumer transactions, citing a lack of clear demand in developed markets and emphasizing their role as infrastructure providers rather than disruptors.
A pivotal week for prediction markets saw Coinbase partner with Kalshi to offer event contracts nationwide, while the CFTC moved to establish clearer regulatory standards. Meanwhile, traders sharply increased bets on a potential U.S. government shutdown.
Stablecoin rewards and the Clarity Act widen the divide between crypto and TradFi, according to people who spoke with the WSJ.
Weekly unemployment filings in New York state rose last week, contrasting with a slight national decline and highlighting regional economic disparities.
The global professional services giant reported stronger-than-expected fourth-quarter results, with revenue climbing 8.7% to $6.60 billion. Strategic investments in digital infrastructure and artificial intelligence are credited for driving growth despite headwinds in insurance pricing.
Mastercard's Q4 2025 results surpassed profit expectations, driven by strong demand for its value-added services and key global partnerships, highlighting the payments giant's resilience amid economic uncertainty.
Canada Post and its union have finalized the text of a new five-year contract, paving the way for a ratification vote. The deal includes wage hikes and weekend parcel delivery but leaves out key management demands for operational flexibility.
Nelnet (NNI) reaffirms its commitment to shareholders with a steady dividend, backed by strong historical revenue growth and share buybacks. Yet, a closer look reveals a complex valuation picture, with contrasting signals from its P/E ratio and discounted cash flow model, leaving analysts divided on the stock's true worth.
Navios Maritime Partners (NMM) has delivered impressive multi-year returns, leaving investors to question if its current valuation still presents an opportunity. With a diversified fleet and strong fundamentals, we examine the bull case and the risks ahead.
Novo Nordisk charts a bold new course, launching a pivotal oral obesity drug while restructuring its workforce and deepening its investment in next-generation cell therapies for metabolic diseases.
Applied Optoelectronics (AAOI) has secured a significant order for its high-speed 800G optical transceivers from a key hyperscale client, coinciding with a strategic expansion of its Texas manufacturing facility to meet surging AI data center demand.
Shares of Advanced Drainage Systems (NYSE: WMS) have shown resilience amid recent market volatility, posting solid long-term gains. With a fair value estimate suggesting potential upside, investors are weighing the stock's premium valuation against its growth trajectory in the construction sector.
