Wall Street expects a year-over-year decline in earnings on higher revenues when Johnson & Johnson (JNJ) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 16. O ...

Hims & Hers Health shares rose after the telehealth company announced plans to expand into Canada next year, timed with the anticipated availability of generic semaglutide. https://t.co/Tf5Ox3DVpj ...

Market Overview - The S&P 500 rose by 5% in June, driven by optimism regarding trade deals, a ceasefire in the Middle East, and potential interest rate cuts in 2025 [1] - Positive economic indicators, including strong manufacturing data, increased factory orders, and a favorable jobs report for June, alleviated recession fears [1] July Market Conditions - As July begins, the job market remains robust, inflation is cooling, and companies are set to announce earnings [2] - Trade disagreements may cause short-term market fluctuations, but new trade agreements could provide additional momentum [2] Stock Recommendations - Recommended stocks based on relative price strength include Dell Technologies Inc. (DELL), Jabil Inc. (JBL), Phibro Animal Health Corporation (PAHC), and Hudbay Minerals Inc. (HBM) [3][9] Relative Price Strength Strategy - Investors should assess stocks based on earnings growth and valuation multiples, while also considering their performance relative to industry peers [4] - Underperforming stocks should be avoided, while those outperforming their sectors in price should be prioritized for potential returns [5] Investment Criteria - Stocks that have outperformed the S&P 500 over the past 1, 4, and 12 weeks, along with positive earnings estimate revisions, indicate growth potential [6][8] - A focus on analyst optimism regarding upcoming earnings is crucial, as upward revisions can lead to price gains [7] Screening Parameters - Stocks must show positive relative price changes over 1, 4, and 12 weeks, and have positive current-quarter estimate revisions [8] - Stocks must have a minimum price of $5 and an average 20-day volume of at least 50,000 for adequate liquidity [10] Company Profiles - **Dell Technologies Inc. (DELL)**: Market cap of $84.7 billion, expected EPS growth of 16% year-over-year for fiscal 2026, with a trailing earnings surprise of 2.3% [11][12] - **Jabil Inc. (JBL)**: Expected EPS growth rate of 16.6% over three to five years, with a 102% share price increase in the past year [13][14] - **Phibro Animal Health Corporation (PAHC)**: Market cap of $1.2 billion, expected EPS growth of 71.4% for fiscal 2025, with a 75.7% share price increase in the past year [14][15] - **Hudbay Minerals Inc. (HBM)**: Expected EPS growth rate of 51.7% over three to five years, with a 43.8% year-over-year growth estimate for 2025 and a 17.6% share price increase in the past year [16][17]

Core Insights - CVS Health aims to reduce its leverage ratio to a low 3X range, with a current ratio of 4.32 as of March 2025, down from 4.70 at the end of 2024 [1][9] - The company generated approximately $4.6 billion in operating cash flows in Q1 and returned $840 million to shareholders as dividends, maintaining its current dividend level [2][9] - Aetna, CVS' insurance arm, is on a multi-year path to recover margins, addressing challenges from elevated medical costs and Medicaid redeterminations [3] Financial Position Overview - UnitedHealth Group holds liquid and marketable equity securities of $79.1 billion, with cash flows from operations of $5.5 billion in Q1, reflecting low financial leverage at 1.99 times EBITDA [4] - Cigna Group reported a debt-to-capitalization ratio of 43.1% and has repurchased 8.2 million shares for approximately $2.6 billion, indicating a strong balance sheet [5] Market Performance - CVS Health shares have surged 49.2% year-to-date, contrasting with a 2.8% decline in the industry [8] - The stock is trading at a forward five-year sales multiple of 0.22, compared to the industry average of 0.39, and carries a Value Score of A [10] Earnings Estimates - Consensus estimates for CVS' earnings in 2025 and 2026 show a bullish trend, with current estimates of $6.12 for 2025 and $7.00 for 2026 [11][12]

In Canine Influenza Virus (CIV) studies, TruCan Ultra CIV was shown to be highly effective in protecting dogs' lungs and improving clinical signs: Zero vaccinated dogs developed lung lesions post H3N2 challenge2 100% neutralization of 33 currently circulating CIV field isolates1 Proven to reduce viral shedding2,5 Proven safe across multiple breed and ages in field safety study5 "With the recent USDA approval for TruCan Ultra CIV, Elanco continues to lead the charge in innovative animal health solutions," ...

Dr. David Lim joins Evolent as chief clinical officer John Way joins Evolent as CFO, Performance SuiteWASHINGTON, July 9, 2025 /PRNewswire/ -- Evolent Health, Inc. (NYSE: EVH), a company focused on achieving better health outcomes for people with complex conditions, today announced leadership additions to its clinical and financial teams, as it continues to drive innovation in specialty care.Physician, executive and startup entrepreneur Dr. David Lim has joined the company as chief clinical officer, where ...

PORTLAND, Maine, July 09, 2025 (GLOBE NEWSWIRE) -- ImmuCell Corporation (Nasdaq: ICCC) (“ImmuCell” or the “Company”), a growing animal health company that develops, manufactures and markets scientifically proven and practical products that improve the health and productivity of dairy and beef cattle, today announced preliminary, unaudited sales results for the second quarter of 2025. Since the first quarter of 2020, the Company has been providing a preliminary look at its unaudited top line results soon aft ...

Exclusive: The Justice Department’s criminal healthcare-fraud unit is investigating UnitedHealth Group’s Medicare billing practices https://t.co/jRmmugRCYq ...

Company Overview - AMN Healthcare is a leader and innovator in total talent solutions for healthcare, uniquely positioned to serve growing health systems and diverse care settings[5] - The company has over 12,000 total employees[8] - AMN Healthcare has a strong ESG/CSR track record[8] Financial Performance - In 2019, AMN Healthcare's revenue was $2.222 billion, with a gross profit of $743 million and a gross margin of 33.5%[8] - Adjusted EBITDA for 2019 was $277 million, representing an adjusted EBITDA margin of 12.5%[8] - Free cash flow in 2019 was $190 million, with a free cash flow conversion rate of 68%[8] - As of Q3 2020, Nurse and Allied Solutions accounted for 69% of revenue, Physician and Leadership Solutions 20%, and Technology and Workforce Solutions 11%[8, 11] - Managed Services Programs (MSPs) account for 56% of revenue from these segments[12] Market Position and Strategy - AMN Healthcare manages over $3.4 billion in spend under management[19] - The company is well-positioned to capture long-term U.S secular trends, including the aging population and healthcare professionals, job openings/turnover, and healthcare spend[37] - The total addressable market is approximately $22 billion, including $17 billion for the U.S Healthcare Staffing Market and $5 billion for other addressable markets[42, 43] - The company's strategic approach to M&A focuses on accretive profit margins and revenue growth, with a ROIC greater than the cost of capital[104]

观察者网注意到，字节首个AI医疗助手独立App"小荷AI医生"已于近日正式上线，从产品定位看，这是一个健康管家，能够实现健康问题咨询和报告解读等 服务。 通过手机注册登录"小荷AI医生"后，会直接进入到对话界面，使用模式类似于市面上的AI助手，用户可以向其询问相关的医疗健康问题，小荷AI医生会在 思考后做出回复。 小荷AI医生最主要的功能之一就是健康咨询，覆盖疾病自查、用药参考、健康建议等众多场景，同时会主动收集用户提供的关键信息（如症状持续时间、 过敏史等）。除了常规的健康咨询外，小荷AI医生也能对诊断报告进行解读。血常规、尿常规、肝功能等化验单一键拍照上传，快速解析指标异常含义， 结合检查结果给出个性化分析。 但该应用也提醒道，"小荷Al医生仅作为健康问题咨询、解答工具，不提供诊断、处方治疗或紧急医疗服务；用户需根据自身情况谨慎评估，如有不适请尽 快线下就医。" 据了解，小荷AI医生APP由海南小荷健康网络技术有限公司推出，系字节跳动旗下医疗健康品牌。 在品牌成立后不久，2020年12月，小荷健康全资收购了医疗公司幺零贰四科技（海南）有限公司，后更名为海南小荷健康科技有限公司。 2020年10月，小荷健康 ...