Core Insights - Medtronic is a consistent dividend payer with a 48-year history of increasing its dividend, making it a unique player in the healthcare stock sector [1][7] - The company operates in a recession-resistant market, providing essential medical devices and treatments that are often non-negotiable for patients [2] - Medtronic has only experienced two declines in annual revenue since 2000, with a 5.4% drop in fiscal year 2020 due to the COVID pandemic and a 1.4% decrease in 2023 attributed to currency fluctuations and supply chain issues [4] - The company has four strong business units: cardiovascular, medical-surgical, neuroscience, and diabetes, although the diabetes unit is set to be spun off [5] - Medtronic has maintained annual net income for over 60 years, showcasing its financial stability despite some fluctuations in profitability [6] - The current dividend yield is nearly 3%, which is more than double the average yield of S&P 500 stocks, highlighting the company's commitment to returning value to shareholders [7] - Despite its strong fundamentals, Medtronic's stock has underperformed the S&P 500 index for several years due to frequent restructuring and competition from other healthcare companies [8] - The company has received FDA clearance for its Hugo robotic-assisted surgery system, indicating potential growth opportunities in the future [10] - Expectations are high for Medtronic to outperform the S&P 500 in the coming years, suggesting a potential investment opportunity [11]

Company Overview - Medtronic is one of the world's largest medical device companies with a diversified portfolio across cardiovascular, neuroscience, and medical-surgical sectors [2] - The company is planning to spin off its diabetes business to refocus on its highest-profit and fastest-growing operations, indicating a strategic shift [2] Innovation and Growth - Medtronic has a proven track record of innovation, exemplified by the Hugo surgical robot, which positions the company in a fast-growing medical market [4] - The company is expected to see revenue growth of 5.5% in fiscal 2026, reflecting its strategic focus on growth [7] Dividend Performance - Medtronic has achieved 48 consecutive annual dividend increases, nearing the status of Dividend Kings, which signifies a strong and reliable business model [5] - The current dividend yield is approximately 2.92%, which is historically high, indicating the company's commitment to returning value to shareholders [7] Market Position - Medtronic has a market capitalization of $124 billion, with a gross margin of 67.46%, showcasing its financial strength [7] - The stock price currently stands at $96.88, with a day's range between $96.46 and $97.86, reflecting market activity [7]

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Picard Medical, Inc. due to allegations of securities law violations related to misleading statements and fraudulent activities [2][4]. Group 1: Legal Investigation and Class Action - The firm is encouraging investors who suffered losses in Picard Medical between September 2, 2025, and October 31, 2025, to discuss their legal rights [1]. - There is an April 13, 2026, deadline for investors to seek the role of lead plaintiff in a federal securities class action against Picard Medical [2]. - The lead plaintiff is defined as the investor with the largest financial interest who directs and oversees the litigation on behalf of the class [6]. Group 2: Allegations Against Picard Medical - The complaint alleges that Picard Medical and its executives violated federal securities laws by making false and misleading statements and failing to disclose critical information [4]. - Specific allegations include involvement in a fraudulent stock promotion scheme using social media misinformation and the use of offshore accounts for coordinated share dumping during a price inflation campaign [4]. - The company's public statements and risk disclosures reportedly omitted mention of false rumors and artificial trading activity that influenced the stock price [4]. Group 3: Stock Performance - On October 24, 2025, Picard Medical's shares closed at $5.31, a significant decline from $13.20 on October 23, 2025, representing a drop of $7.89 per share or approximately 59.8% in a single trading session [5].

Core Viewpoint - Tandem Diabetes Care is transitioning to a more predictable and lucrative business model, resulting in significant profitability gains and a notable increase in stock price [1][3]. Group 1: Financial Performance - Tandem's sales increased by 3% year-over-year, reaching $290 million in the fourth quarter, with worldwide insulin pump shipments totaling 38,000 units, including 27,000 in the U.S. [3] - The company's gross margin improved to 58%, up from 56% in the same quarter last year, contributing to an operating income of $8.3 million, compared to a loss of $0.6 million in the prior-year period [5]. - The market capitalization of Tandem is currently $1.3 billion, with a stock price increase of 32.67% to $24.57 [4]. Group 2: Business Model and Future Outlook - Tandem is adopting a pay-as-you-go pharmacy structure, which reduces upfront costs for customers and generates recurring revenue, aligning with the company's goal of achieving more predictable and profitable revenue streams [3][7]. - For 2026, Tandem anticipates full-year sales between $1.065 billion and $1.085 billion, with projected gross margins of 56% to 57% [7]. - The CEO highlighted 2025 as a pivotal year, marking over $1 billion in worldwide sales and record gross margins while modernizing commercial operations and reshaping the business model [6].

Core Viewpoint - Integer Holdings has experienced a positive market reaction following a strong earnings report, leading to stock price increases and analyst upgrades [1][2]. Analyst Recommendations - Benchmark's Robert Wasserman upgraded his recommendation for Integer from hold to buy, setting a price target of $95 per share [4]. - Nathan Teybeck of Wells Fargo raised his fair value assessment from $72 to $84 per share while maintaining an equal weight recommendation [5]. - Richard Newitter of Truist Securities increased his price target from $95 to $97, maintaining a buy recommendation [5]. Financial Performance - Integer reported a 5% year-over-year sales growth, reaching $472 million in its fourth quarter of 2025 [6]. - The company achieved a 22% increase in net income, amounting to nearly $62 million, not in accordance with GAAP [6]. Market Data - Integer's current stock price is $84.92, reflecting a 2.31% increase on the last trading day [7]. - The company's market capitalization stands at $2.9 billion, with a gross margin of 24.15% [8]. Industry Outlook - The medical device industry is expected to see organic growth due to the aging population in the U.S. and other countries, supporting the optimistic outlook for Integer [8].

Core Insights - iRhythm Technologies, Inc. specializes in cardiac monitoring solutions, particularly known for its Zio service, which detects cardiac arrhythmias [1] - The company is actively competing in the healthcare technology sector, focusing on technological advancements and strategic growth to maintain its market position [1] Stock Performance - On February 20, 2026, William Blair upgraded iRhythm's stock to a "Buy" rating, with the stock priced at $150.97, indicating confidence in the company's potential despite recent challenges [2] - Currently, iRhythm's stock is priced at $151.85, experiencing a 4.42% decrease today, with a trading range between $145.49 and $164.69 [4] - Over the past year, the stock has seen significant fluctuations, with a high of $212 and a low of $92.52 [4] Financial Metrics - iRhythm's market capitalization is approximately $4.89 billion, with a trading volume of 1,445,876 shares, reflecting strong market presence and investor interest [5][6] - The Q4 2025 earnings call provided insights into the company's financial performance and strategic direction, crucial for understanding its future prospects [3][6]

Core Viewpoint - NeuroPace, Inc. is set to report its financial results for Q4 2025 on March 3, 2026, after market close, indicating a focus on transparency and communication with investors [1] Financial Reporting - The financial results will be announced after market close on March 3, 2026 [1] - A conference call will be held at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time) to discuss the results [1]

Core Viewpoint - A class action lawsuit has been filed against Picard Medical, Inc. (NYSE: PMI) on behalf of investors who acquired its securities between September 2, 2025, and October 31, 2025, due to allegations of a fraudulent stock promotion scheme [1] Allegations - The lawsuit alleges that Picard Medical failed to disclose involvement in a fraudulent stock promotion scheme that included misinformation on social media and impersonation of financial professionals [1] - It is claimed that insiders and/or affiliates used offshore or nominee accounts to facilitate the coordinated dumping of shares during a price inflation campaign [1] - The company's public statements and risk disclosures reportedly omitted any mention of false rumors and artificial trading activity that influenced the stock price [1] Stock Price Impact - On October 24, 2025, Picard Medical's stock price plummeted by 70%, dropping to $3.99 per share, and has since continued to decline to approximately $2.00 per share [1] Shareholder Actions - Shareholders may be eligible to participate in the class action and those wishing to serve as lead plaintiff must file their papers with the court by April 3, 2026 [1] - Shareholders do not need to participate in the case to be eligible for recovery and can remain absent class members if they choose [1] Legal Representation - Robbins LLP, a firm specializing in shareholder rights litigation, is representing the class action on a contingency fee basis, meaning shareholders pay no fees or expenses unless a recovery is achieved [1]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying the right ones involves navigating significant risks and volatility [1] Group 1: Company Overview - Tactile Systems Technology (TCMD) is currently highlighted as a recommended growth stock by the Zacks Growth Style Score system, which evaluates a company's genuine growth potential [2] - The company holds a favorable Growth Score and a top Zacks Rank, indicating strong investment potential [2] Group 2: Earnings Growth - Tactile Systems Technology has a historical EPS growth rate of 17.9%, but the projected EPS growth for this year is significantly higher at 38.6%, surpassing the industry average of 10.4% [4] Group 3: Asset Utilization - The company's asset utilization ratio (sales-to-total-assets ratio) is 1.21, indicating that it generates $1.21 in sales for every dollar in assets, which is notably higher than the industry average of 0.6 [6] - Tactile Systems Technology's sales are expected to grow by 9.1% this year, compared to the industry average of 8.7% [6] Group 4: Earnings Estimate Revisions - The current-year earnings estimates for Tactile Systems Technology have been revised upward, with the Zacks Consensus Estimate increasing by 17.6% over the past month, reflecting a positive trend in earnings estimate revisions [7] Group 5: Investment Positioning - Tactile Systems Technology has achieved a Zacks Rank of 2 (Buy) and a Growth Score of B, positioning it favorably for potential outperformance in the growth stock category [9]

Drugmakers Novo Nordisk and Eli Lilly are battling it out in the GLP-1 weight loss market. The pill version of Novo Nordisk's Ozempic has reignited competition between theses two fierce rivals. Meanwhile, another major presence in the medical world -- device maker Intuitive Surgical (NASDAQ: ISRG) -- continues to chug along. And it looks set to do so regardless of which drug company wins the GLP-1 race. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best sto ...