Group 1 - The article discusses a class action lawsuit on behalf of purchasers of common stock of Integer Holdings Corporation (NYSE: ITGR) [1] - The lawsuit pertains to the period between July 25, 2024, and October 22, 2025 [1] - Integer Holdings Corporation is identified as a medical device contract manufacturer [1] Group 2 - The Rosen Law Firm is investigating allegations against Integer Holdings Corporation [1] - Investors are reminded to submit a form, email attorney Phillip Kim, or call for more information [1]

Core Viewpoint - Truist has lowered its price target for Boston Scientific Corporation (BSX) from $120 to $95 while maintaining a Buy rating, citing that the stock's recent pullback appears excessive given its current valuation compared to faster-growing peers [1] Financial Performance - Boston Scientific's earnings release on February 4 revealed weaker-than-expected results in its electrophysiology business, which is crucial for the company's growth narrative [2] - Fourth-quarter sales in the electrophysiology segment reached $890 million, missing analysts' expectations of $933 million [2] - The sales of the Watchman device, aimed at preventing strokes in patients with atrial fibrillation, were approximately 1% below forecasts, attributed to softer demand in the US market [3] - For the upcoming year, Boston Scientific projects adjusted earnings per share between $3.43 and $3.49, with the midpoint slightly below Wall Street's expectation of $3.47 [3] - Total revenue for the quarter was $5.29 billion, with adjusted earnings of 80¢ per share, both aligning closely with estimates [3] Future Outlook - The company anticipates organic revenue growth of 10% to 11% by 2026, indicating a slowdown compared to the 15.8% organic growth reported in 2025 [4] - Boston Scientific develops and sells medical devices utilized in various interventional procedures globally [4]

Core Viewpoint - A class action lawsuit has been filed against Integer Holdings Corporation and its senior executives for securities fraud following a significant drop in stock price due to alleged violations of federal securities laws [1]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Southern District of New York, titled West Palm Beach Firefighters' Pension Fund v. Integer Holdings Corporation, et al., No. 1:25-cv-10251 [3]. - Investors have until February 9, 2026, to request to be appointed to lead the case [3]. Group 2: Company Performance and Allegations - Integer designs and manufactures cardiac rhythm management and cardiovascular products, including electrophysiology devices [4]. - The company allegedly overstated demand for its electrophysiology devices while public assurances contradicted the actual decline in demand and revenue [5]. - On October 23, 2025, Integer lowered its 2025 sales guidance to between $1.840 billion and $1.854 billion, down from a previous range of $1.850 billion to $1.876 billion, which was below analysts' expectations [6]. - Integer also projected poor net sales growth of -2% to 2% and organic sales growth of 0% to 4% for 2026, admitting that two of its EP devices had slower than expected adoption [6]. Group 3: Stock Impact - Following the announcement of lowered sales guidance, Integer's stock price dropped by $35.22 per share, a decline of over 32%, from $109.11 per share on October 22, 2025, to $73.89 per share on October 23, 2025 [6].

Core Insights - The company reported a Q4 adjusted EBITDA margin of 20.8% and adjusted diluted EPS of $0.69, with a year-over-year margin decline attributed to lower test and measurement volume and higher operating expenses [1] - The company experienced stable to improving trends across most end markets, with adjusted EBITDA and adjusted EPS at or above the high end of guidance ranges, and a robust free cash flow conversion of 117% for the full year [2] - The company anticipates 2025 to be a pivotal year, focusing on long-term strategy, innovation, and culture enhancement post-separation, with Q4 revenue of $555 million, reflecting a 1% year-over-year increase [3] Financial Performance - Q4 revenue was $555 million, exceeding guidance, with a 1% year-over-year increase and a 5% sequential growth [4][3] - The company recorded a $1.4 billion non-cash goodwill impairment related to the Elektro-Automatik acquisition due to weakened EV demand and industry forecasts [6][9] - Free cash flow for Q4 was $92 million, with a full-year conversion rate of 117%, and the company ended the quarter with $319 million in cash and 1.9x net leverage [7][8] Guidance and Outlook - For 2026, the company guided revenue of $2.1 to $2.2 billion, an adjusted EBITDA margin of 18% to 20%, and adjusted EPS of $2.22 to $2.42, noting near-term margin pressure from structural costs and increased reinvestment [5][22] - The first quarter of 2026 is expected to see revenue between $508 million and $522 million, representing 5% to 8% year-over-year growth [18] - The company expects a sequential quarterly revenue increase throughout 2026, with adjusted EBITDA margin reflecting a year-over-year decline due to structural cost changes post-spin [18] Strategic Initiatives - The company is focusing on three strategic pillars: operating discipline through the Ralliant Business System, deepening market positions, and expanding in growth vectors such as defense, energy, and electronics [13] - Organic reinvestment is prioritized, with CapEx expected to be 2%-3% of revenue in 2026, up from about 2% historically [14] - The company has authorized a quarterly cash dividend of $0.05 per share and has a $200 million share repurchase authorization remaining [15] Segment Performance - In Q4, organic revenue was flat year-over-year, with pricing actions and healthy demand in Sensors and Safety Systems offset by lower test and measurement volume [11] - The Sensors and Safety Systems segment saw a 6% year-over-year revenue increase, while the Test and Measurement segment experienced a 6% year-over-year decline [16]

Core Insights - Haemonetics reported third-quarter revenue of $339 million, with a year-to-date revenue of $1.1 billion, reflecting a 1% decline in organic revenue for the quarter but a 2% increase year to date, driven by growth in Blood Management Technologies (BMT) and offset by declines in Interventional Technologies (IVT) [1][4][6] Financial Performance - Adjusted earnings per share (EPS) increased by 10% to $1.31 in the quarter and 11% year to date to $3.67, with full-year adjusted EPS guidance raised to $4.90 to $5.00 per share [2][5] - The company raised its fiscal 2026 revenue guidance to a decline of 1% to 3% (previously 1% to 4%) and increased organic revenue guidance excluding CSL to growth of 8% to 10% (previously 7% to 10%) [2][6] Segment Performance - BMT grew 8% in the quarter and 11% year to date, driven by strong sales in hemostasis management and the adoption of new products like the TEG 6s disposable and heparinase neutralization cartridge [7][11] - IVT revenue declined 12% in the quarter and 8% year to date, primarily due to weaknesses in esophageal cooling and OEM-related challenges [6][8] Cash Flow and Margins - The company generated $74 million in free cash flow for the quarter, with year-to-date free cash flow reaching $165 million, and raised full-year free cash flow guidance to $200 million to $220 million [16][17] - Adjusted gross margin was reported at 60.2% for the quarter, reflecting a 250 basis point improvement year over year, attributed to technology adoption and divestitures [14][15] Strategic Initiatives - Haemonetics acquired Vivasure for $61 million, enhancing its vascular closure portfolio and targeting a market estimated at $300 million [19] - The company emphasized ongoing share gains and pricing benefits from new technology rollouts, with collection volumes exceeding seasonal expectations [17]

Core Insights - Align Technology (ALGN) has reported strong Q4 results, exceeding market expectations significantly, indicating a robust recovery in demand for its products [1] Financial Performance - The company's Q4 data showed a notable increase compared to previous quarters, reflecting a positive trend in sales and market performance [1] Market Demand - There is a continued recovery in demand for Align Technology's products, suggesting a favorable market environment for the company [1]

Core Viewpoint - A class action lawsuit has been filed against Picard Medical, Inc. for allegedly being involved in a fraudulent stock promotion scheme that misled investors [2][4]. Group 1: Allegations - The lawsuit claims that Picard Medical failed to disclose that it was the subject of a fraudulent stock promotion scheme involving misinformation on social media and impersonated financial professionals [2]. - It is alleged that insiders and/or affiliates used offshore or nominee accounts to facilitate the coordinated dumping of shares during a price inflation campaign [2]. - The company's public statements and risk disclosures reportedly omitted any mention of false rumors and artificial trading activity that influenced the stock price [2]. Group 2: Stock Price Impact - On October 24, 2025, Picard's stock price experienced a significant crash of 70%, dropping to $3.99 per share [3]. - Following the crash, the company's share price has continued to decline, reaching approximately $2.00 per share [3]. Group 3: Class Action Participation - Shareholders interested in participating as lead plaintiffs in the class action must file their papers with the court by April 3, 2026 [4]. - Shareholders do not need to participate in the case to be eligible for recovery and can remain absent class members if they choose [4].

If you look at the chart for the iShares U.S. Medical Devices ETF (IHI) lately, you might think the sector is flatlining. After a decade of being the steady pulse of a healthcare portfolio, medical device stocks have entered 2026 in what can only be described as a state of cardiac arrest. Between the rising GLP-1 fever and a new wave of tariff-induced margin pressure, the sector is currently waiting for a jolt of electricity to bring it back to life. More News from Barchart What Are Medical Device Stoc ...

Core Viewpoint - Boston Scientific Corporation is under investigation for potential violations of federal securities laws, which may impact investors who have incurred losses [1] Investigation Details - The investigation is being conducted by the Law Offices of Frank R. Cruz on behalf of investors [1] - The focus of the investigation is on the company's actions and whether they have breached federal securities regulations [1]

Core Viewpoint - Pulse Biosciences, Inc. (PLSE) shares experienced a significant increase of 40.91 percent, rising by $5.60 to reach $19.29, likely due to the release of positive clinical data regarding the treatment of atrial fibrillation using its nPulse Cardiac Catheter [1]. Group 1 - The stock price opened at $14.95 and fluctuated between an intraday low of $14.72 and a high of $19.70 on the Nasdaq [2]. - Trading volume surged to approximately 0.65 million shares, significantly higher than the average daily volume of around 0.18 million shares [2]. - The first-in-human feasibility study successfully treated 150 patients with rapid procedure times and minimal adverse effects, with the data presented at the 31st Annual AF Symposium 2026 in Boston [2]. Group 2 - The stock is currently trading within its 52-week range of $12.56 to $22.75 [3].