Core Viewpoint - Analysts project that Edwards Lifesciences will report quarterly earnings of $0.62 per share, reflecting a year-over-year increase of 5.1%, with revenues expected to reach $1.54 billion, an 11.1% increase from the same quarter last year [1]. Earnings Projections - The consensus EPS estimate has been revised upward by 0.7% in the past 30 days, indicating a reassessment of initial estimates by covering analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Key Metrics Estimates - Analysts estimate 'Net Sales by Product Group - Transcatheter Mitral and Tricuspid Therapies' will reach $151.63 million, a 44.3% increase year-over-year [5]. - The consensus for 'Net Sales by Product Group - Surgical Structural Heart' is $259.76 million, suggesting a 6.3% year-over-year change [5]. - 'Net Sales by Product Group - Transcatheter Aortic Valve Replacement' is projected at $1.13 billion, reflecting an 8.9% increase from the previous year [6]. - 'Net Sales - Europe' is estimated at $385.24 million, indicating a 12.1% year-over-year change [6]. - 'Net Sales - Outside of the United States' is expected to be $656.66 million, a 14.6% increase year-over-year [7]. - 'Net Sales - United States' is projected at $881.08 million, reflecting an 8.4% increase from the year-ago quarter [7]. - 'Net Sales - Japan' is estimated to reach $92.30 million, indicating a 7.5% year-over-year change [7]. - 'Net Sales - Rest of World' is projected at $179.12 million, reflecting a 25% increase from the previous year [8]. Stock Performance - Edwards Lifesciences shares have decreased by 6% over the past month, contrasting with the Zacks S&P 500 composite's increase of 0.5%, and the company holds a Zacks Rank 3 (Hold), suggesting it will closely follow overall market performance in the near term [8].

Core Viewpoint - Edwards Lifesciences Corp. is expected to report strong fourth-quarter 2025 results, with revenue and earnings estimates indicating significant year-over-year growth [1][9]. Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for revenues is $1.54 billion, reflecting an 11.1% increase from the previous year [2]. - The earnings estimate is set at 62 cents per share, indicating a 5.1% rise from the year-ago figure [2]. - The company has consistently beaten earnings estimates in the past four quarters, with an average surprise of 8.89% [1]. Group 2: Segment Performance - The Transcatheter Aortic Valve Replacement (TAVR) segment is projected to generate $1.13 billion in sales, representing an 8.6% year-over-year increase, driven by strong performance and clinical community focus [6][9]. - The Transcatheter Mitral and Tricuspid Therapies (TMTT) segment is expected to see revenues of $151.6 million, implying a 44.2% improvement from the previous year, supported by the PASCAL, EVOQUE, and SAPIEN M3 systems [10][9]. - The Surgical Structural Heart segment is estimated to generate $259.8 million, suggesting a modest 6.3% rise from the year-ago quarter, aided by the global adoption of the RESILIA portfolio [12][11]. Group 3: Market Trends and Guidance - Edwards has raised its 2025 sales growth guidance for the TAVR segment to 7-8%, up from the previous 6-7% [6]. - The company is expected to benefit from global procedure growth and expanded education in the TAVR market, particularly in the U.S. [4][5]. - The recent FDA approval of the SAPIEN M3 mitral valve replacement system is anticipated to contribute positively to the company's top-line growth [8].

Core Viewpoint - The National Medical Products Administration (NMPA) has approved 10 innovative medical devices for special review procedures as part of the third batch of applications for 2026 [1][2] Group 1: Approved Innovative Products - The following innovative products have been granted special review status: 1. Chronic Obstructive Pulmonary Disease Assessment Software by Bojiang Life Sciences (Shanghai) Co., Ltd. [1][2] 2. Ultrasound Therapy Device by Shenzhen Tengfu Medical Technology Co., Ltd. [1][2] 3. Transcatheter Artificial Tricuspid Valve by Edwards Lifesciences LLC [1][2] 4. Transcatheter Artificial Tricuspid Valve by Jiangsu Zhenyi Medical Technology Co., Ltd. [1][2] 5. Ultrasound Thrombolysis Catheter and Stent System by Shanghai Tengfu Medical Technology Co., Ltd. [1][2] 6. Radiation Therapy Planning Software by Guoke Ion Medical Technology Co., Ltd. [1][2] 7. Implantable Cardioverter Defibrillator by Chuangling Cardiac Rhythm Management Medical Device (Shanghai) Co., Ltd. [1][2] 8. Peripheral Balloon Expandable Stent System by Zhejiang Guichuang Medical Technology Co., Ltd. [1][2] 9. Thoracoabdominal Endoscopic Surgical System by Zhi Guan Medical Company [1][2] 10. Coronary Sinus Balloon Counterpulsation System by Shanghai Micron Melody Medical Technology Co., Ltd. [1][2]

IRVINE, Calif.--(BUSINESS WIRE)--Edwards Lifesciences (NYSE: EW) plans to announce its operating results for the quarter ended December 31, 2025 after the market closes on Tuesday, February 10, and will host a conference call at 5:00 p.m. ET that day to discuss those results. To participate in the conference call, dial (877) 704-2848 or (201) 389-0893. The call will also be available live and archived on the "Investor Relations†section of the Edwards website at ir.edwards.com. About Edwards Li. ...

We came across a bullish thesis on Edwards Lifesciences Corporation on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on EW. Edwards Lifesciences Corporation's share was trading at $81.49 as of January 29th. EW’s trailing and forward P/E were 35.90 and 28.82 respectively according to Yahoo Finance. Olema (OLMA) Hits 4-Year High as Jefferies Hikes PT Edwards Lifesciences Corporation provides products and technologies to treat advanced cardiovascular diseases in the U ...

Core Insights - Edwards Lifesciences will present at the TD Cowen 46th Annual Health Care Conference on March 2, 2026, with CFO Scott Ullem scheduled to speak at 9:50 a.m. ET [1] - The company announced that the U.S. District Court has granted the FTC's motion to block its proposed acquisition of JenaValve Technology, which Edwards believes would have benefited a significant patient population [1] - The FDA has approved Edwards Lifesciences' SAPIEN M3 mitral valve replacement system as the first transcatheter therapy using a transseptal approach for treating mitral regurgitation [1] Company Participation in Conferences - Edwards Lifesciences will participate in the J.P. Morgan Healthcare Conference on January 12, 2026, with CEO Bernard Zovighian and CFO Scott Ullem scheduled to present [1] Product Approvals and Innovations - The SAPIEN M3 mitral valve replacement system is indicated for symptomatic moderate-to-severe or severe mitral regurgitation in patients deemed unsuitable for surgery, marking a significant advancement in transcatheter therapies [1]

Group 1 - Edwards Lifesciences Corporation (NYSE:EW) is considered one of the best healthcare stocks to buy for 2026, with Stifel raising its price target to $110 from $105 while maintaining a Buy rating [1] - The price target increase is attributed to a significant rise in Transcatheter Aortic Valve Replacement (TAVR) procedures, indicating strong growth in the TAVR market fundamentals [2] - The company's revenue grew by 10% in the third quarter, primarily driven by the TAVR division, which constitutes 75% of total revenue, marking the strongest growth for this division in recent years [2] Group 2 - On January 9, TD Cowen upgraded Edwards Lifesciences to a Buy from Hold and raised the price target to $97 from $90, citing a renewed growth cycle driven by expanded indications for TAVR [3] - Edwards Lifesciences is a medical technology company focused on innovations for heart conditions, specializing in structural heart disease and critical care monitoring [4]

Edwards Lifesciences (NYSE:EW) is one of the 12 best Medical Devices stocks to invest in according to Hedge Funds. On January 20, Adam Maeder from Piper Sandler maintained his Overweight rating on Edwards Lifesciences (NYSE:EW). The analyst also adjusted his price target on the stock from $95 to $98, which now yields almost 20% upside. Why Core Scientific Inc. (CORZ) Performed Worst On Tuesday? goodluz/Shutterstock.com Maeder’s revision came after Piper Sandler made adjustments to some of its forecast ...

Core Insights - Wedgewood Partners anticipates stronger market volatility in the coming years and has moderated its enthusiasm for investments [1] - The Wedgewood Composite returned -1.8% in Q4 2025, underperforming compared to the S&P 500's 2.7% and other indices [1] - The firm attributes its underperformance to poor stock selection, valuation corrections of past performers, and being underweight in AI stocks [1] Company Focus: Edwards Lifesciences Corporation - Edwards Lifesciences Corporation (NYSE:EW) is highlighted for its products and technologies for structural heart disease and critical care monitoring [2] - As of January 16, 2026, Edwards Lifesciences stock closed at $84.35, with a one-month return of -2.52% and a 52-week gain of 20.88% [2] - The company has a market capitalization of $49.522 billion [2] Performance and Growth Potential - Edwards Lifesciences contributed positively to Wedgewood's performance during the quarter, presenting favorable seven-year data for its transcatheter aortic valves [3] - The company is expected to drive double-digit earnings growth over the next few years, as its long-term data evolves standards of care [3] Hedge Fund Interest - Edwards Lifesciences is not among the 30 most popular stocks among hedge funds, with 64 hedge fund portfolios holding the stock at the end of Q3 2025 [4] - While the potential of Edwards Lifesciences is acknowledged, certain AI stocks are considered to offer greater upside potential and less downside risk [4]

Core Insights - The JPM Health Conference highlighted a shift in focus among major medical device companies from investment narratives to growth execution, emphasizing the importance of mergers and acquisitions, AI integration, and organizational restructuring for future growth [2][4]. Medtronic - Medtronic's leadership emphasized a transition to a "growth execution phase," with a focus on accelerating growth through existing technologies and strategic acquisitions, particularly smaller tuck-in acquisitions [6][7]. - The company plans to launch its Hugo surgical robot system in the U.S. in 2026, targeting soft tissue surgery as a key growth area, and sees significant market potential in cardiac electrophysiology and renal denervation [7][8]. - Medtronic aims for mid-to-high single-digit revenue growth in 2026, driven by advancements in ASC penetration and AI-enabled surgical planning [8]. Boston Scientific - Boston Scientific reported over 10% revenue growth for three consecutive years, driven by core products like PFA and WATCHMAN, with a focus on maintaining high growth in the electrophysiology market [10][11]. - The company aims to enhance the overall adoption of arrhythmia treatments and expand its product offerings, including the FARAPOINT catheter, to new indications [11]. - Boston Scientific's growth strategy includes targeting outpatient surgical centers and advancing its clinical pipeline with new innovations [11]. Stryker - Stryker's CEO highlighted the importance of mergers and acquisitions, particularly in orthopedics and neurology, while focusing on enhancing the Mako robotic platform [12][14]. - The company expects to achieve 7%-9% revenue growth in 2026, with a strong emphasis on outpatient surgical centers as a significant growth driver [14]. Johnson & Johnson - Johnson & Johnson's CEO indicated a return to fundamentals, with a focus on execution and long-term growth, planning to invest approximately $55 billion in new facilities and R&D, particularly in MedTech [15][17]. - The company is preparing for regulatory milestones for its Ottava surgical robot system, with significant contributions expected post-2028 [17][18]. - J&J's strategy includes strategic investments in robotic systems to enhance its outpatient surgical capabilities [18]. Intuitive Surgical - Intuitive Surgical's focus remains on expanding its da Vinci system and integrating AI functionalities to improve surgical efficiency [19][20]. - The company anticipates a competitive landscape in soft tissue robotics but believes its established ecosystem provides a competitive advantage [20]. - Intuitive expects revenue growth of 12%-15% in 2026, driven by increased surgical volumes and international market expansion [20]. Alcon - Alcon is committed to innovation in eye health, focusing on surgical and vision care segments, with a significant emphasis on enhancing operational efficiency [22][23]. - The company aims to launch 10-15 new products over the next two years, maintaining an annual R&D investment of around $1 billion [23]. Abbott - Abbott's strategy emphasizes stable execution, particularly in diabetes management, with plans to expand the FreeStyle Libre system's applications [24]. - The company expects 8%-10% revenue growth in its MedTech business for 2026, focusing on internal innovation and operational efficiency [24]. GE Healthcare - GE Healthcare is shifting its AI capabilities towards standalone software tools, emphasizing the commercialization of AI in imaging [25]. - The company plans to simplify its product offerings to enhance customer experience and reduce internal costs, aiming for organic growth through advanced imaging technologies [25]. Illumina - Illumina's growth strategy focuses on sequencing, multi-omics, and scaling services, with a strong emphasis on partnerships to accelerate drug development [29][30]. - The company aims to maintain a balanced approach between innovation investment and shareholder returns, with a positive outlook for the Chinese market [30]. Edwards Lifesciences - Edwards Lifesciences is focused on structural heart disease, with a commitment to innovation in TAVR and TMTT platforms, expecting 8%-10% sales growth [33][34]. - The company is addressing regulatory challenges while continuing to invest in breakthrough therapies and expanding market access [34]. Jabil - Jabil's CEO discussed the company's transformation and focus on integrating recent acquisitions, with a strategic emphasis on improving sales efficiency in the U.S. market [36][37]. - The company plans to launch new products and leverage AI technology to enhance its offerings in the orthopedic sector [37]. Conclusion - The overall sentiment from the JPM26 conference indicates that major medical device companies are prioritizing alignment of products, organizational structure, and capital utilization to drive growth, rather than focusing solely on new technologies [40].