Core Insights - Progyny (PGNY) has a strong track record of exceeding earnings estimates, particularly in the last two quarters, with an average surprise of 10.81% [1][2] Earnings Performance - For the last reported quarter, Progyny achieved earnings of $0.42 per share, surpassing the Zacks Consensus Estimate of $0.37 per share, resulting in a surprise of 13.51% [2] - In the previous quarter, the company was expected to earn $0.37 per share but delivered $0.40 per share, yielding a surprise of 8.11% [2] Earnings Estimates and Predictions - Recent estimates for Progyny have been increasing, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5][8] - The current Earnings ESP for Progyny is +2.68%, suggesting analysts are optimistic about its near-term earnings potential [8] Statistical Insights - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [7]

Company Performance - Cencora (COR) has returned 27.6% year-to-date, significantly outperforming the Medical group, which has lost about 5.6% on average [4] - Cencora currently holds a Zacks Rank of 2 (Buy), indicating a positive earnings outlook [3] - Over the past 90 days, the Zacks Consensus Estimate for Cencora's full-year earnings has increased by 0.1%, reflecting improving analyst sentiment [3] Industry Context - Cencora is part of the Medical Services industry, which consists of 58 stocks and is currently ranked 86 in the Zacks Industry Rank, with an average loss of 3% this year [5] - In comparison, Intensity Therapeutics Inc. (INTS), another outperforming stock in the Medical sector, has returned 5.1% year-to-date and belongs to the Medical - Biomedical and Genetics industry, which has seen a decline of 7.7% [4][6] - The Medical group includes 1002 companies and is currently ranked 3 in the Zacks Sector Rank, which evaluates the average Zacks Rank of individual stocks within the sector [2]

Trade Policy Impact - The United States has implemented new tariffs, with a 10% baseline tariff on most imports and up to 145% on Chinese goods, significantly affecting global trade dynamics [1] - The elimination of the "de minimis" exemption for shipments under $800 impacts low-cost Chinese e-commerce platforms like Temu and Shein [1] - China has responded by suspending exports of critical minerals, escalating the trade conflict and increasing uncertainty in global markets [1] Economic Consequences - Previous tariffs from 2018 to 2020 resulted in over $80 billion in additional costs for American businesses and consumers, raising concerns about price increases and margin compression across industries [2] - The reintroduction of tariffs in 2025 has raised alarms in the corporate sector, particularly regarding the implementation timeline and potential retaliatory measures from trade partners like China [2] Pharmaceutical Sector - The U.S. government is preparing to impose tariffs on select pharmaceutical imports from countries like China and India, raising concerns about increased costs and supply chain disruptions [3] - Pharmaceutical companies, reliant on international manufacturing, are particularly vulnerable to trade disruptions, leading to a cautious sentiment in the industry [3] Medical Device Sector - The medical device sector is identified as a strong investment opportunity, driven by technological advancements, demographic trends, and increasing demand for healthcare solutions [4] - The global medical devices market was valued at $518.46 billion in 2023 and is projected to grow to over $886.80 billion by 2032, with a CAGR of 6.3% [5] Investment Opportunities - Amid tariff uncertainties, investors are focusing on undervalued stocks with strong balance sheets and resilient performance, particularly in the medical device sector [6] - Promising undervalued stocks for 2025 include Cencora, Inc. (COR), Hims & Hers Health (HIMS), and Prestige Consumer (PBH) [6] Cencora, Inc. - Cencora is a major pharmaceutical services company with a diverse portfolio, including biologics and complex injectables [7] - The company has launched Accelerate Pharmacy Solutions to optimize operations for healthcare customers and has acquired Retina Consultants of America to enhance its specialty leadership [8] - Cencora's stock trades at a P/S ratio of 0.17, lower than the Medical Services market's 0.40, with an expected 11.6% growth in 2025 earnings [9] Hims & Hers Health - Hims & Hers Health offers subscription-based telehealth services and aims to simplify healthcare through a digital-first platform [10] - The company has a P/S ratio of 2.47, discounted compared to the industry's 4.03, with a projected 58% growth in 2025 earnings [11] Prestige Consumer - Prestige Consumer provides over-the-counter healthcare products and has a strong presence across various retail channels [12] - The gastrointestinal product category is a significant growth driver, representing nearly one-fifth of North American sales [13] - The stock trades at a P/S ratio of 3.43, lower than the industry's 5.32, with a recent earnings surprise of 5.17% [16]

Investors in Sotera Health Company (SHC) need to pay close attention to the stock based on moves in the options market lately. That is because the May 16, 2025 $10.00 Call had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could ...

The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Concentra Group (CON) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question.Concentra Group is one of 1003 companies in the Medical group. The Medical group currently sits at #4 within the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Solventum (SOLV) , which belongs to the Zacks Medical Services industry, could be a great candidate to consider.This health care company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 13.24%.For the last reported quarter, S ...

Core Viewpoint - A securities class action lawsuit has been filed against TransMedics Group, Inc. for allegedly misleading investors and failing to disclose critical issues during the Class Period from February 28, 2023, to January 10, 2025 [1][3]. Company Overview - TransMedics Group, Inc. is a medical technology company based in Andover, Massachusetts, specializing in transplant services, including its Organ Care System (OCS), which is a portable organ preservation system [2]. Allegations - The lawsuit claims that TransMedics engaged in unethical practices, including using kickbacks, fraudulent overbilling, and coercive tactics to generate business and revenue [3]. - It is also alleged that the company concealed safety issues and lacked proper safety oversight within its operations [3]. Impact of Revelations - On February 21, 2024, U.S. Rep. Paul Gosar accused TransMedics of misappropriating corporate resources, leading to a stock price drop of $2.18 per share (2.5%) to close at $84.81 on February 22, 2024 [4]. - Following a report from Scorpion Capital on January 10, 2025, which accused TransMedics of overbilling hospitals and providing rejected organs, the stock fell by $3.74 per share (5%) to close at $68.81, and then further declined by $4.76 per share (6.9%) to close at $64.05 on January 13, 2025 [5].

Company Overview - Auna S.A. (AUNA) is a notable stock within the Medical group, which consists of 1012 companies and is currently ranked 4 in the Zacks Sector Rank [2] - AUNA has a Zacks Rank of 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] Performance Comparison - Year-to-date, AUNA has achieved a return of approximately 25.8%, significantly outperforming the Medical sector's average return of 6.9% [4] - In comparison, another Medical stock, BioMarin Pharmaceutical (BMRN), has returned 8.3% year-to-date, highlighting AUNA's superior performance [4] Industry Context - Auna S.A. operates within the Medical Services industry, which includes 59 stocks and is currently ranked 83 in the Zacks Industry Rank; this industry has seen an average gain of 4.1% this year [5] - BioMarin Pharmaceutical belongs to the Medical - Biomedical and Genetics industry, which has 510 stocks and is ranked 70, with a year-to-date increase of 7.1% [6]

Pediatrix Medical Group, Inc. (NYSE:MD) Q4 2024 Earnings Conference Call February 20, 2025 9:00 AM ET Company Participants Charles Lynch - Senior Vice President, Finance & Strategy Mark Ordan - Chief Executive Officer Kasandra Rossi - Executive Vice President, Chief Financial Officer & Treasurer Conference Call Participants A.J. Rice - UBS Jack Levin - Jefferies Whit Mayo - Leerink Partners Benjamin Shaver - Deutsche Bank Operator Thank you for standing by. My name is Tammy, and I will be your conference op ...