Sharemaestro Newsreel

Revvity Launches SuperFlex Prenatal Screening System for Smaller Labs

Revvity, Inc. launched the SuperFlex prenatal screening system, a compact, CE-IVDR-certified automated immunoassay instrument designed for small to mid-sized laboratories and clinics. This system aims to expand access to prenatal and preeclampsia testing with its ability to process up to 60 tests per hour …

Pershing Square H1 Earnings Call Highlights

Pershing Square (LON:PSH) held its first earnings call as Pershing Square Inc., with Chief Executive Officer and Chairman Bill Ackman outlining a strategy centered on long-term compounding in its existing investment vehicles, potential new fund launches and efforts to improve trading in Pershing Square …

Stevanato Group S.p.A. (STVN) Stock Forecasts

Morningstar has initiated coverage on Stevanato Group S.p.A. (STVN) with a narrow moat rating and a fair value estimate of USD 21.10. The shares are currently considered fairly valued at their current price of 21.52. Stevanato Group provides glass and polymer drug containment, drug …

Repligen Corporation (RGEN) Stock Forecasts

Argus has raised its target price for Repligen Corporation (RGEN) to $173.00. Repligen, a global life sciences company, specializes in developing bioprocessing equipment and supplies for manufacturing biologic drugs. The current stock price for RGEN is $167.49.

Piper Sandler reiterates Neutral on STAAR Surgical stock at $33

Piper Sandler reiterated a Neutral rating on STAAR Surgical (NASDAQ:STAA) with a $33.00 price target, following the company's second-quarter results. While STAAR Surgical's China business exceeded expectations, generating $52.3 million in revenue, the company missed revenue expectations in other key regions like the United …

STAAR Surgical (NASDAQ:STAA) Shares Gap Down Following Analyst Downgrade

Pulse Biosciences stock reaches all-time high at 46.03 USD By Investing.com

Pulse Biosciences Inc. (PLSE) stock hit an all-time high of $46.03, currently trading near its 52-week high of $45.90, despite a recent report of wider-than-expected Q2 2026 losses and lower revenue. The stock has seen a significant 163.78% one-year increase and 216% year-to-date, boosting …

Earnings call transcript: SOLV Energy lifts 2026 outlook as revenue jumps in Q2 2026

Should Solventum’s (SOLV) Activist-Driven Asset Sales and HIS Separation Shift Its Capital Allocation Playbook?

Solventum (SOLV) recently announced slightly higher Q2 2026 results and confirmed that activist investor Trian Fund Management influenced its US$4.10 billion asset sale and plans to separate its Health Information Systems business. Management reiterated a focus on disciplined "tuck-in" acquisitions and a growing deal …

STAAR Surgical (NASDAQ:STAA) Price Target Lowered to $37.00 at Wedbush

Wedbush has lowered its price target for STAAR Surgical (NASDAQ:STAA) to $37.00 from $40.00 but maintained an "outperform" rating, indicating a potential upside of 45.61%. Despite this, analyst sentiment is mixed, with an average "hold" rating and a consensus price target of $26.61. The …

Intuitive Surgical (ISRG) Backs Long-Term Moat Amid Near-Term Volatility

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the 'TCW Concentrated Large Cap Growth Fund.' A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve …

How Investors May Respond To ResMed (RMD) Dividend Hike And Ventilator Recall Headwinds

ResMed (RMD) recently reported strong Q4 and full-year results, increasing its quarterly dividend to US$0.66 per share and completing a US$1.40 billion share buyback. However, the company also faces a softer outlook due to an FDA Class 1 recall of ventilators, suspending sales. This …

Femasys Strengthens and Extends Global Patent Protection for FemBloc with First Issued Blended Polymer Patents

Femasys Inc. announced the issuance of new patents in the U.S. and internationally for the blended polymer component of its FemBloc non-surgical permanent birth control technology. These patents expand and strengthen the global intellectual property protection for FemBloc, complementing existing patents for its delivery …

EMBC Investors Have Opportunity to Lead Embecta Corp. Securities Fraud Lawsuit with SBS Law

Schall, Brown & Schwartz LLP (SBS) has reminded investors of a class action lawsuit against Embecta Corp. (EMBC) for alleged violations of securities laws. The lawsuit claims Embecta made false and misleading statements regarding its fiscal guidance for Q2 and full-year 2026, failing to …

ICU Medical Inc (ICUI) Chief Information Officer Ben Sousa Sells 2,250 Shares

ICU Medical Inc's Chief Information Officer, Ben Sousa, sold 2,250 shares of the company's stock for approximately $401,220. This transaction contributes to a trend of insider selling at the company, with 9 sells versus 2 buys over the last year. The stock is currently …

LeMaitre Vascular remains a Buy despite 31% pullback; strong organic growth and record margins support outlook.

LeMaitre Vascular's stock experienced a 31% drop after missing Q2 2026 expectations due to currency issues, export blockages, and tissue shortages. However, the company demonstrates strong underlying demand with 10% organic sales growth and record-high margins, driven by its fastest-growing product, Artegraft. Despite the …

Is NVST a Buy as Earnings Rebound but Valuation Remains Above Median?

Envista Holdings Corporation NVST is showing a sharper earnings recovery after a solid second quarter, with stronger profitability and raised 2026 guidance strengthening the near-term case. The offset is valuation. NVST now trades above its five-year median forward earnings multiple, leaving less room for …

Omnicell Raises 2026 EPS Outlook as Memory Costs Pressure Margins

Omnicell, Inc. OMCL raised its 2026 earnings outlook after a better-than-expected second quarter, but part of the profit improvement came from a one-time tariff refund. The next test is whether operating discipline can absorb higher memory-chip costs while bookings and recurring-revenue conversion remain sensitive …

STAAR Surgical earnings beat by $0.02, revenue topped estimates

Ackman adds Netflix, Visa and Mastercard in portfolio revamp

Investing.com -- Bill Ackman disclosed six new portfolio holdings on Thursday, including Netflix, Visa, and Mastercard, representing his largest portfolio restructuring in several years. The billionaire investor said he began purchasing the shares during the second quarter for his investment funds, including Pershing Square …

Intuitive Surgical (ISRG) Is Facing Fresh Competition In U.S. Surgical Robotics

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

Cooper Companies (COO) shows strong growth potential due to CooperVision's premium lens and myopia-management leadership, coupled with CooperSurgical's robust women's health and fertility segments. Despite near-term challenges like Asia-Pacific weakness and tariff/FX pressures, the company's sustained market-share gains and high-growth franchises position it favorably. …

BD (BDX) Q3 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Senior Vice President, Investor Relations - Shawn Bevec Chairman, Chief Executive Officer and President - Tom Polen Executive Vice President and Chief Financial Officer - Vitor Roque Full …

Becton Dickinson EVP Roland Goette sells $440,887 in stock

Roland Goette, EVP at Becton Dickinson & Co (NYSE:BDX), sold 2,438 shares of company stock for $440,887 on August 11, 2026. Despite the insider sale, InvestingPro analysis suggests the stock is undervalued with potential upside. This transaction follows Becton Dickinson's strong third-quarter fiscal 2026 …

Ackman unveils six new investments including Netflix, Visa, Mastercard in biggest portfolio overhaul in years

By Svea Herbst-Bayliss NEW YORK, Aug 13 (Reuters) - Bill Ackman unveiled six new holdings including Netflix, Visa and Mastercard, marking the billionaire investor's biggest portfolio overhaul in years. Ackman said on Thursday he acquired shares ‌starting in the second quarter that will be …

Citigroup Adjusts Cooper Companies PT to $80 From $76, Maintains Neutral Rating

Citigroup has adjusted its price target for The Cooper Companies (COO) to $80 from $76, while maintaining a Neutral rating on the stock. This update reflects a change in the analyst's outlook for the medical device company. Other recent analyst actions for Cooper Companies …

Bill Ackman's Pershing Square buys Netflix, 5 other stocks in 2026

Bill Ackman's Pershing Square Inc. disclosed on Wednesday that it had taken a new position in Netflix stock, returning to the streaming company after a loss-making investment in 2022, and added five other new positions in the first half of 2026. As of June …

Baxter International (NYSE:BAX) Raised to "Hold" at Zacks Research

Zacks Research upgraded Baxter International (NYSE:BAX) from "strong sell" to "hold," aligning with the broader analyst consensus. This upgrade follows the company's strong quarterly performance, where it exceeded EPS and revenue expectations. Institutional investors hold a significant portion of the stock, which saw a …

STAAR Surgical: China Generates More Than Half Of Q2 Revenue As Total Sales Jump 111%

STAAR Surgical reported a 111% year-over-year jump in Q2 2026 net sales to $93.5 million, with China contributing over half of this revenue at $52.3 million. The company saw significant profitability improvements, including a gross margin increase to 74.5% and net income of $8.1 …

Citigroup Adjusts Price Target on Becton Dickinson and Co. to $208 From $204, Maintains Buy Rating

Citigroup has raised its price target for Becton Dickinson and Co. (BDX) from $204 to $208, while reiterating a Buy rating on the stock. This adjustment reflects an updated outlook by the analyst firm on the medical technology company. The article also provides a …

Anteris Technologies Global Corp. (ASX:AVR) Share Price Falls 4.05% as Stock Trades Within Daily Range

Anteris Technologies Global Corp. (ASX:AVR) saw its shares decline by 4.046%, closing at $12.330, with trading volume reaching 2,857 shares. The company's market capitalization stands at $1.25 billion, and it was listed on the Australian Securities Exchange in March 2004 within the healthcare sector. …

Mercury Systems (NASDAQ:MRCY) Upgraded to Strong-Buy at Piper Sandler

Piper Sandler upgraded Mercury Systems (NASDAQ:MRCY) to a "strong-buy" rating, aligning with Truist Financial's similar rating. The company holds an overall "Moderate Buy" analyst consensus with an average price target of $102. Mercury Systems' shares opened at $111.64, and the company has seen recent …

DS World Las Vegas 2026 connects clinical and laboratory education

Dentsply Sirona World Las Vegas 2026 will offer a comprehensive educational program for dental professionals, connecting clinical expertise, laboratory innovation, and digital workflows to advance patient care. The event, taking place from September 24 to 26, will feature main stage presentations by clinical experts …

RBC Adjusts PT on Becton Dickinson and Co. to $190 From $180, Keeps Sector Perform Rating

RBC has increased its price target for Becton Dickinson and Co. (BDX) to $190 from $180, while maintaining a Sector Perform rating on the stock. This adjustment reflects RBC's updated outlook on the medical technology company. The article notes this update from MT Newswires.

West Pharmaceutical Services, Inc. $WST Stock Position Reduced by Handelsbanken Fonder AB

Handelsbanken Fonder AB has reduced its stake in West Pharmaceutical Services (NYSE:WST) by 14.8% in the second quarter, selling 8,535 shares. Despite this, institutional investors collectively own 93.9% of the company, which recently reported strong quarterly earnings exceeding analyst estimates. West Pharmaceutical Services also …

Handelsbanken Fonder AB Raises Stock Position in ResMed Inc. $RMD

Handelsbanken Fonder AB significantly increased its stake in ResMed Inc. by 36.6% in the second quarter, now holding 94,895 shares valued at $18.5 million. This move is part of broader institutional investor activity, with a collective 54.98% ownership, despite a mixed analyst sentiment and …