Core Viewpoint - Pomerantz Law Firm is investigating claims on behalf of investors of Ralliant Corporation regarding potential securities fraud or unlawful business practices following a significant financial impairment announcement [1] Financial Results - On February 4, 2026, Ralliant reported a $1.4 billion non-cash goodwill impairment in its Test & Measurement segment, linked to its acquisition of EA Elektro-Automatik [1] - The impairment was attributed to revised long-term expectations for the EA business and a reduction in industry forecasts for future electric vehicle (EV) adoption [1] Stock Market Reaction - Following the announcement of the impairment, Ralliant's stock price dropped by $17.89 per share, representing a decline of 31.79%, closing at $38.39 per share on February 5, 2026 [1]

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Core Viewpoint - Kirby McInerney LLP is investigating potential securities fraud claims against KDDI Corporation, focusing on possible violations of federal securities laws by the company and its senior management [1] Group 1: Investigation Details - The investigation was prompted by KDDI's announcement on February 6, 2026, regarding the postponement of its earnings report for the third quarter of the fiscal year ending March 2026, citing uncertainties related to quarterly results and an internal investigation [1] - Following the announcement, KDDI's share price fell by $2.03, or approximately 11.44%, from $17.74 on February 5, 2026, to close at $15.71 on February 6, 2026 [1] Group 2: Legal Context - No lawsuit has been filed yet, and the investigation is ongoing to determine if claims can be brought under federal securities laws [1] - Investors who purchased or acquired KDDI securities are encouraged to contact Kirby McInerney LLP for more information regarding their rights or interests related to the investigation [1]

Summary of Key Points from J.P. Morgan MedTech Conference Call Industry Overview - The MedTech sector is experiencing earnings reports from various companies, including large-cap firms like BDX (Becton Dickinson) and ZBH (Zimmer Biomet), as well as several SMid-cap companies such as CVRX, INSP, and others [1][31]. Company-Specific Insights CVRX (CVRX) - CVRX has a strong track record, beating top-line expectations 87% of the time, but has seen an average stock reaction of down 2% post-report [2]. - Guidance for 2Q has been lowered to $55-58 million due to salesforce disruptions, with a forecast of $13.5 million in sales for 2Q, representing a 14% increase year-over-year [2]. Inspire Medical (INSP) - Inspire has beaten top-line expectations 86% of the time, with a positive stock reaction 75% of the time, averaging a +4.9% move [3]. - The focus is on the launch of Inspire 5, with expectations for a ramp-up in the second half of the year [3]. Bioventus (BVS) - Bioventus has beaten on sales 78% of the time, with expectations for an in-line to slightly better quarter, forecasting sales of $146 million [8]. - The company is cautious due to mixed orthopedic prints and lower correlation with large joint manufacturers [8]. Ceribell (CBLL) - Forecasting sales of $20.6 million for 2Q, representing a 35% increase, with gross margin expected at 85.5% [9]. - The company is viewed positively as a high-quality SMid-cap, despite the sector being out of favor [9]. Becton Dickinson (BDX) - BDX has beaten top-line expectations 67% of the time, with a significant concern among investors due to a lack of pre-announcement and potential fundamental weaknesses [12][14]. - The Street forecasts organic growth of +2.9% for the upcoming quarter, which is below previous expectations [14]. Enovis (ENOV) - Enovis has beaten on the bottom line 90% of the time, with expectations for a small beat-and-raise against the Street [18]. - The company is facing pressure from a short report and mixed orthopedic prints from competitors [18]. Insulet (PODD) - Insulet has a strong record, beating top-line expectations 93% of the time, with a forecast of $618.8 million in total revenue for 2Q, a 27% increase [22][23]. - The company is viewed as a top pick due to its competitive advantages in patch pump manufacturing [23]. Zimmer Biomet (ZBH) - Zimmer Biomet has beaten revenues 60% of the time, but investors are frustrated with inconsistent performance [29][30]. - The company is expected to deliver a clean quarter with a slight beat and guidance raise, but there are concerns about the high-end of its growth range [30]. Additional Insights - The overall sentiment in the MedTech sector is cautious, with many companies facing challenges such as salesforce disruptions, mixed orthopedic trends, and investor skepticism [6][14][18]. - There is a notable trend of fund flows out of healthcare and MedTech, impacting stock performance across the sector [23]. Conclusion - The MedTech sector is poised for a series of earnings reports, with varying expectations across companies. While some firms like Insulet and CVRX show strong potential, others like Becton Dickinson and Zimmer Biomet face significant investor scrutiny and challenges. The overall market sentiment remains cautious, reflecting broader economic uncertainties and sector-specific dynamics.

Group 1 - Steris is expected to report a year-over-year increase in earnings, with a consensus estimate of $2.32 per share, reflecting a +14.3% change, and revenues projected at $1.36 billion, up 6.2% from the previous year [3][12] - The earnings report is anticipated to be released on August 6, and the actual results will significantly influence the stock price, depending on whether they meet or exceed expectations [2][12] - The consensus EPS estimate has been revised 0.1% higher in the last 30 days, indicating a slight positive adjustment by analysts [4] Group 2 - The Earnings ESP for Steris is -3.24%, suggesting a bearish outlook from analysts, which complicates the prediction of an earnings beat [12] - Historically, Steris has beaten consensus EPS estimates three out of the last four quarters, with a recent surprise of +5.79% in the last reported quarter [13][14] - The Zacks Rank for Steris is currently 3 (Hold), which, combined with the negative Earnings ESP, makes it challenging to predict a positive earnings surprise [12][19] Group 3 - In the broader industry context, CVRx is expected to report a loss of $0.52 per share, indicating a +20% year-over-year change, with revenues projected at $13.46 million, up 14% [18] - CVRx's consensus EPS estimate has remained unchanged over the last 30 days, but it has an Earnings ESP of -0.65%, reflecting a lower Most Accurate Estimate [19]

Core Insights - CVRx Inc's stock has experienced a significant decline of 60% since the last analysis, indicating a potential overvaluation in the market [1]. Company Analysis - The previous thesis suggested that CVRx Inc's stock was overpriced and that its top-line growth was already factored into the stock price [1]. - The company is being observed for potential investment opportunities as the stock price has dropped dramatically, which may present a more attractive entry point for investors [1]. Investor Perspective - The analysis reflects a value investing approach, focusing on identifying bargains in the market, particularly in emerging markets [1]. - The investor emphasizes an owner-mindset and a willingness to go against prevailing market trends, suggesting a long-term investment strategy [1].

Core Viewpoint - CVRx, Inc. anticipates first quarter 2025 revenue of approximately $12.3 million, reflecting a growth of about 15% compared to the same period in 2024, despite falling short of expectations due to seasonal factors and the integration of new sales representatives [1][2][3]. Financial Performance - Expected total revenue for Q1 2025 is approximately $12.3 million, up from $10.8 million in Q1 2024, indicating a 15% increase [3]. - Q1 2024 revenue breakdown includes approximately $11.2 million from the U.S. and $1.1 million from Europe [3]. Sales and Market Strategy - The company is focused on enhancing Barostim adoption through a strengthened sales organization, having recruited new high-quality sales representatives [2]. - The first quarter of 2025 experienced seasonal softness, affecting revenue as patients scheduled procedures around insurance coverage and deductibles [2]. Operational Metrics - As of March 31, 2025, CVRx had 227 active implanting centers in the U.S., an increase from 223 as of December 31, 2024 [4]. - The number of sales territories in the U.S. decreased by 3 to a total of 45 during the first quarter of 2025 [4]. Cash Position - As of March 31, 2025, the company reported cash and cash equivalents of $102.7 million [4]. - During the first quarter, CVRx issued 543,462 shares of common stock for gross proceeds of $9.5 million under its at-the-market offering [4]. Upcoming Events - The company plans to release its full financial and operating results for Q1 2025 after market close on May 8, 2025, followed by a conference call at 4:30 p.m. Eastern Time [5][6].