Core Insights - Globus Medical, Inc. (GMED) is experiencing strong demand for its Musculoskeletal Solutions products, with a series of product launches expected to drive growth in upcoming quarters [1][4] - The company has faced a 16.6% decline in stock value over the past year, compared to a 15.2% decline in the industry and a 17.4% increase in the S&P 500 [2] - GMED has a market capitalization of $7.94 billion and an earnings yield of 5.4%, significantly higher than the industry's -4.9% yield [2] Tailwinds for GMED Stock - The U.S. Spine business has shown a year-over-year growth of 5.7% in the second quarter, contributing positively to GMED's market share in musculoskeletal solutions [4] - The core trauma product portfolio has experienced a remarkable 35% year-over-year growth, driven by new investments and an expansion strategy [4] - The recent acquisition of Nevro opens up a $2.5 billion market opportunity, enhancing GMED's presence in the musculoskeletal market [5] - New product launches, including DuraPro and Verzera, demonstrate GMED's commitment to research and development [6][9] Headwinds for GMED Stock - GMED is exposed to currency exchange rate fluctuations, with international sales accounting for approximately 19.4% of total net sales in the second quarter of 2025 [10] - The competitive landscape in the musculoskeletal devices market is intense, requiring GMED to continuously innovate and acquire new products to maintain market share [11] Financial Estimates - The Zacks Consensus Estimate for GMED's 2025 earnings per share (EPS) has increased by 1.3% to $3.21, while the revenue estimate is projected at $2.85 billion, indicating a 13% rise from the previous year [12]