Core Viewpoint - Halper Sadeh LLC is investigating potential breaches of fiduciary duties by certain officers and directors of Dentsply Sirona Inc., encouraging shareholders to contact the firm regarding their rights and possible corporate governance reforms [1]. Group 1: Investigation and Shareholder Rights - The law firm is looking into whether Dentsply Sirona's management has acted against the interests of shareholders [1]. - Long-term shareholders may seek various forms of relief, including corporate governance reforms and financial incentives [1]. - Shareholder involvement is emphasized as a means to improve company policies and enhance shareholder value [1]. Group 2: Legal Representation and Fees - Halper Sadeh LLC operates on a contingent fee basis, meaning shareholders would not incur out-of-pocket legal fees [1]. - The firm has a history of representing investors globally who have experienced securities fraud and corporate misconduct [1]. - The attorneys at Halper Sadeh LLC have successfully implemented corporate reforms and recovered significant amounts for defrauded investors [1].

Core Insights - AdaptHealth reported a challenging Q4 2025 with a net revenue of $846.3 million, down 1.2% year over year, attributed mainly to business dispositions in the Wellness at Home segment [5][6] - The company achieved full-year net revenue of $3.245 billion, slightly down 0.5% from the previous year, but with organic growth of 1.7% [6][7] - Management highlighted record patient census in multiple segments, indicating strong operational performance despite revenue declines [5][11] Financial Performance - Q4 net revenue breakdown: - Wellness at Home: $137.3 million, down 16.1% [2] - Diabetes Health: $158.5 million, down 7.4% [3] - Respiratory Health: $178.2 million, up 7.8% [4] - Sleep Health: $372.3 million, up 4.4% [4] - Adjusted EBITDA for 2025 was $616.7 million, with a margin of 19.0%, while Q4 Adjusted EBITDA was $163.1 million, with a margin of 19.3% [8] - Free cash flow for Q4 was $79.3 million, and for the full year, it was $219.4 million, exceeding guidance [9] Operational Developments - The company implemented a new operating model in 2025 to standardize workflows and improve service delivery, resulting in improved setup times for Sleep Health and Respiratory Health [11] - Technology pilots, including AI tools for order intake and patient scheduling, are expected to enhance operational efficiency in the future [12] - A new capitated contract went live in December 2025, covering about 50,000 members, with expectations to serve over 10 million patients nationwide [13] Guidance and Future Outlook - For 2026, AdaptHealth expects revenue growth of 6%-8% over 2025, with organic growth of 7.5%-9.5% [15] - Q1 2026 revenue growth is projected at 2%-3% year over year, with an Adjusted EBITDA margin of approximately 16% [16] - The company anticipates negative free cash flow in Q1 2026, with improvements expected as capitated revenue ramps up [16] Strategic Initiatives - AdaptHealth expanded its footprint with a Hawaii-based HME acquisition, marking its presence in the 48th state [17] - The company received a favorable outcome from CMS regarding competitive bidding, providing long-term stability for its core products [18] - A $14.5 million legal settlement related to a debt collection class action was finalized, with improvements in the company's control environment noted [19][20]

Core Insights - Medtronic reported quarterly earnings of $1.36 per share, exceeding the Zacks Consensus Estimate of $1.33 per share, but down from $1.39 per share a year ago, resulting in an earnings surprise of +2.07% [1] - The company achieved revenues of $9.02 billion for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 1.35% and up from $8.29 billion year-over-year [2] Earnings Performance - Medtronic has surpassed consensus EPS estimates in all four of the last quarters [2] - The company’s shares have increased by approximately 3.6% since the beginning of the year, contrasting with a 0.1% decline in the S&P 500 [3] Future Outlook - The future performance of Medtronic's stock will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.68 on revenues of $9.6 billion, and for the current fiscal year, it is $5.64 on revenues of $36.04 billion [7] Industry Context - The Medical - Products industry, to which Medtronic belongs, is currently ranked in the bottom 40% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

分组1 - GE HealthCare Technologies (GEHC) reported quarterly earnings of $1.44 per share, exceeding the Zacks Consensus Estimate of $1.43 per share, but down from $1.45 per share a year ago, resulting in an earnings surprise of +1.00% [1] - The company achieved revenues of $5.7 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.87%, compared to $5.32 billion in the same quarter last year [2] - GE HealthCare has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed the market, losing about 4% since the beginning of the year, while the S&P 500 has gained 1.1% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $1.02 on $5 billion in revenues, and for the current fiscal year, it is $4.94 on $21.38 billion in revenues [7] 分组3 - The Zacks Industry Rank indicates that the Medical - Products sector is currently in the bottom 34% of over 250 Zacks industries, which may negatively impact stock performance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that tracking these revisions can be beneficial for investors [5] - The estimate revisions trend for GE HealthCare was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]

Core Viewpoint - Halper Sadeh LLC is investigating potential breaches of fiduciary duties by certain officers and directors of AdaptHealth Corp, which may affect shareholder rights and corporate governance [1]. Group 1: Legal Investigation - The law firm is looking into whether AdaptHealth's management has acted against the interests of shareholders [1]. - Shareholders are encouraged to contact the firm promptly due to potential time limitations in enforcing their rights [1]. Group 2: Shareholder Rights and Options - Long-term shareholders of AdaptHealth may pursue corporate governance reforms, recovery of funds, or other legal remedies [2]. - The firm operates on a contingent fee basis, meaning shareholders would not incur upfront legal costs [2]. Group 3: Importance of Shareholder Participation - Active shareholder involvement is crucial for enhancing company policies and practices, leading to improved transparency and accountability [3]. Group 4: Firm's Background - Halper Sadeh LLC has a history of representing global investors affected by securities fraud and corporate misconduct, successfully recovering millions for clients [4].

Core Viewpoint - Stocks mentioned in the article are outperforming the market due to positive catalysts, but momentum does not always correlate with long-term success Group 1: Stocks to Sell - Denny's (DENN) has a one-month return of +22.2% and trades at $6.14 per share with a forward P/E of 15.1x [2][4] - AdaptHealth (AHCO) has a one-month return of +6.4% and trades at $9.59 per share with a forward P/E of 11.2x [5][7] Group 2: Stock to Buy - Advanced Micro Devices (AMD) has a one-month return of +8.1% and is noted for impressive annual revenue growth of 29.9% over the last five years [8][11] - AMD's demand is expected to accelerate with a forecasted revenue growth of 26.5% for the next 12 months [11]

Company Overview - STERIS plc is valued at a market cap of $24.4 billion and is a leading global provider of infection prevention, decontamination, and surgical products and services, primarily serving the healthcare, pharmaceutical, and research industries [1] - The company is headquartered in Dublin, Ireland, and has been operational since 1985, supporting hospitals, laboratories, and pharmaceutical companies with sterilization and surgical solutions [1] Market Position - STERIS is classified as a "large-cap" stock, with a strong base of recurring revenues from consumables, service contracts, and equipment maintenance, providing stability and resilience [2] - The company has a global presence in over 100 countries and maintains a durable competitive edge in highly regulated and growing healthcare markets [2] Stock Performance - STERIS shares recently reached a 52-week high of $253 on September 12, with a 2.8% increase over the past three months, outperforming the iShares U.S. Medical Devices (IHI), which saw a 1.2% dip [3] - Year-to-date, STE shares have gained 20.6%, significantly outpacing IHI's 3.4% increase, and have returned 18% over the past 52 weeks compared to IHI's marginal increase [4] Financial Performance - On August 6, STERIS reported strong Q1 FY2026 results, with revenue rising 9% to $1.39 billion and adjusted EPS improving 15% to $2.34, driven by strength across segments, particularly Applied Sterilization Technologies and Healthcare [5] - The company benefited from margin expansion, firm pricing, and operational efficiencies, leading management to raise its full-year revenue growth outlook to 8–9% from a previous 6–7% and increase its free cash flow forecast to $820 million [5] Competitive Landscape - In contrast, key rival AdaptHealth Corp. (AHCO) has underperformed, with its stock decreasing by 19.3% over the past 52 weeks and a decline of 3.2% year-to-date [6]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Insulet (PODD) due to higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Insulet is expected to report quarterly earnings of $0.93 per share, reflecting a year-over-year increase of +69.1% [3]. - Revenues are projected to be $615.49 million, representing a 26% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.2% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Insulet is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.78% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Insulet currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat despite the positive Earnings ESP [12]. Historical Performance - In the last reported quarter, Insulet exceeded the expected earnings of $0.81 per share, achieving actual earnings of $1.02, resulting in a surprise of +25.93% [13]. - Over the past four quarters, Insulet has beaten consensus EPS estimates three times [14]. Industry Comparison - AdaptHealth Corp. (AHCO), another player in the Zacks Medical - Products industry, is expected to report earnings of $0.15 per share, indicating a year-over-year decline of -28.6% [18]. - AdaptHealth's revenues are projected to be $804.53 million, down 0.2% from the previous year [18]. - The consensus EPS estimate for AdaptHealth has remained unchanged, but a higher Most Accurate Estimate gives it an Earnings ESP of +13.33%, suggesting a likely earnings beat [19].

Group 1 - U.S. stock futures are higher, with Dow futures gaining over 100 points [1] - Concentrix Corporation reported quarterly earnings of $2.70 per share, missing the analyst consensus estimate of $2.75, while quarterly revenue was $2.42 billion, exceeding the Street estimate of $2.38 billion [1] - Concentrix shares fell 8% to $50.70 in pre-market trading [1] Group 2 - CorMedix Inc. declined 14.2% to $12.83 after announcing an $85 million public offering [4] - Critical Metals Corp. fell 14.2% to $3.14 after a previous surge of over 32% [4] - AdaptHealth Corp. decreased 8.6% to $8.61 after gaining around 5% on the previous day [4] - USA Rare Earth, Inc. declined 8.4% to $11.65 [4] - Gold Fields Limited fell 5.1% to $22.60 [4] - OMS Energy Technologies Inc. decreased 4.6% to $6.80 [4]

Core Insights - DexCom, Inc. reported first-quarter 2025 adjusted earnings per share (EPS) of 32 cents, missing the Zacks Consensus Estimate of 33 cents by 3% and matching the prior-year quarter's EPS [1] - Total revenues grew 12% year over year to $1.04 billion, beating the Zacks Consensus Estimate by 2%, driven by strong category demand despite short-term supply challenges [1][10] Revenue Details - Sensor and other revenues, which account for 96% of total revenues, increased 17% year over year to $997.2 million, while hardware revenues decreased 42% to $38.8 million [3] - U.S. revenues, representing 72% of total revenues, rose 15% year over year to $750.5 million, while international revenues improved 7% to $285.5 million [4] Margin Analysis - Adjusted gross profit totaled $596.2 million, up 4.8% from the prior-year quarter, with an adjusted gross margin of 57.5%, down 420 basis points year over year [5] - Adjusted operating income was $143.1 million, reflecting a 2.1% increase from the prior-year period, with an adjusted operating margin of 13.8%, down 140 basis points year over year [7] Financial Position - DexCom ended the first quarter with cash, cash equivalents, and marketable securities worth $2.7 billion, an increase from $2.58 billion in the previous quarter, and total assets amounted to $6.75 billion [8] 2025 Guidance - The company reiterated its 2025 revenue outlook of $4.6 billion, implying 14% year-over-year growth, and expects an adjusted gross margin of approximately 62% [9] Operational Highlights - DexCom's operational performance was driven by robust category demand and significant access wins, with record acceleration in demand from new customers attributed to expanded commercial reach [10] - Key product innovations included the launch of Stelo, the first over-the-counter CGM, and several software updates enhancing customer experience [11] Market Access and Regulatory Developments - The company secured coverage with two of the three largest pharmacy benefit managers for all diabetes patients, leading to a significant increase in new starts from the type 2 non-insulin population [12] - DexCom received FDA clearance for its 15-Day Dexcom G7 System, expected to launch in the second half of 2025 [13] International Performance - Internationally, DexCom experienced growth in key markets like Japan and France, despite facing short-term supply challenges [14]