Tag
Medical Devices
4 articles

Medtronic Beats Q1, Raises FY27 Guidance; Diabetes Split Is Next Catalyst
MDT cleared estimates on both lines and lifted full-year organic growth guidance to 7.25-7.75%, but the Diabetes separation structure remains undefined—a variable that limits valuation clarity.

Integer Holdings Q1 Beat Drives $110 Target on MedTech Demand
Integer Holdings reported first-quarter revenue of $420 million, exceeding analyst forecasts by five percent as strong demand for cardiac and neuromodulation devices drove results
Stryker's $400 Target Looms as Advanced Orthopedics Fuel Rapid Athlete Returns
Breakthroughs in sports medicine, exemplified by Jayson Tatum's record Achilles recovery, position Stryker for substantial upside as demand for advanced orthopedic solutions surges across healthcare.

Epia Neuro's BCI: A $5B Market Opportunity or Niche Play?
Epia Neuro's integration of a motorized glove with its brain-computer interface for stroke recovery positions it in a growing neurotech market, raising questions about scalability and long-term profitability amidst intense competition and complex reimbursement landscapes.