In the latest close session, Pacific Biosciences of California (PACB) was down 6.67% at $1.26. The stock trailed the S&P 500, which registered a daily loss of 1.67%. At the same time, the Dow lost 1.73%, and the tech-heavy Nasdaq lost 2.15%. Shares of the maker of genetic analysis technology witnessed a loss of 24.16% over the previous month, trailing the performance of the Medical sector with its loss of 7.36%, and the S&P 500's loss of 6.15%.Analysts and investors alike will be keeping a close eye on the ...

It has been about a month since the last earnings report for Veracyte (VCYT) . Shares have lost about 15.4% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Veracyte due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.Veracyte Q4 Earnings Beat Estimates, Revenues Up Y/YVerac ...

Lucid Diagnostics Inc. (LUCD) came out with a quarterly loss of $0.1 per share versus the Zacks Consensus Estimate of a loss of $0.07. This compares to a loss of $0.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -42.86%. A quarter ago, it was expected that this company would post a loss of $0.06 per share when it actually produced a loss of $0.1, delivering a surprise of -66.67%.Over the last four quarters, the company has ...

It has been about a month since the last earnings report for Glaukos (GKOS) . Shares have lost about 14.7% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Glaukos due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.Glaukos Misses Q4 Earnings Estimates, Raises 2026 Reve ...

InspireMD, Inc. (NSPR) came out with a quarterly loss of $0.14 per share versus the Zacks Consensus Estimate of a loss of $0.22. This compares to a loss of $0.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +36.36%. A quarter ago, it was expected that this company would post a loss of $0.17 per share when it actually produced a loss of $0.17, delivering no surprise.Over the last four quarters, the company has surpassed cons ...

Company Overview - Tandem Diabetes Care, Inc. (TNDM) shares increased by 9.1% to $23.91 in the last trading session, with a notable trading volume [1] - The stock has gained 15.6% over the past four weeks, indicating positive momentum [1] Investment Analysis - The price increase was influenced by Piper Sandler upgrading the stock to "Overweight" from "Neutral" and raising the price target to $33, following insights from the company's Q4 2025 earnings call regarding pharmacy pricing benefits and international market opportunities [2] - The company is projected to report a quarterly loss of $0.46 per share, reflecting a year-over-year increase of 31.3%, with expected revenues of $240.95 million, up 2.8% from the previous year [3] Earnings Estimates - The consensus EPS estimate for the upcoming quarter has been revised 4% lower over the last 30 days, which typically does not correlate with price appreciation [4] - The stock currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [4] Industry Context - Tandem Diabetes Care operates within the Zacks Medical - Instruments industry, where LivaNova (LIVN) also competes, having closed 1.6% higher at $62.43, but with a -6.6% return over the past month [4] - LivaNova's consensus EPS estimate has decreased by 0.7% to $0.85, representing a year-over-year decline of 3.4%, and it holds a Zacks Rank of 2 (Buy) [5]

Core Viewpoint - Waters Corporation has reported strong fourth-quarter earnings, surpassing estimates, but the stock has seen a decline of approximately 8.4% since the last earnings report, underperforming the S&P 500 [1] Financial Performance - Waters reported Q4 2025 non-GAAP earnings of $4.53 per share, exceeding the Zacks Consensus Estimate by 0.67% and reflecting a year-over-year increase of 10.5% [2] - Net sales reached $932.4 million, surpassing the Zacks Consensus Estimate by 0.55%, with a reported increase of 7% year-over-year and 6% on a constant currency basis [2] Segment Performance - The Waters segment generated sales of $823.9 million, up 8% on a reported basis and 7% on a constant currency basis year-over-year, while the TA segment reported flat sales of $108.4 million [3] - Instrument sales were $432.9 million, up 3% year-over-year, Services sales were $329.1 million, increasing 9%, and Chemistry sales were $170.3 million, growing 13% [4] Market Performance - The Pharmaceutical market generated sales of $540.6 million, an 8% increase year-over-year, while Industrial sales were $284.5 million, also up 8%. Government & Academic sales decreased by 2% to $107.3 million [5] - Sales by region included $283.9 million from Asia (up 4%), $332.4 million from the Americas (up 4%), and $315.9 million from Europe (up 13% reported) [6] Operating Expenses - Non-GAAP selling and administrative expenses were $191 million, up 13.3% year-over-year, with an adjusted operating margin of 35.2%, contracting 20 basis points [7] Balance Sheet and Cash Flow - As of December 31, 2025, cash and cash equivalents were $587.8 million, up from $459.1 million in September. The company generated cash from operations of $164.5 million and reported free cash flow of $125.2 million [8] Guidance - For Q1 2026, Waters expects sales growth between 7% and 9% on a constant currency basis, with projected sales of $718-$731 million on an organic reported basis [10] - For FY 2026, the company anticipates constant currency sales growth of 5.5% to 7%, with expected non-GAAP earnings in the range of $14.30 to $14.50 per share, reflecting year-over-year growth of approximately 8.9% to 10.4% [11] Estimate Revisions - Since the earnings release, there has been a downward trend in estimates, with the consensus estimate shifting down by 9.42% [12] VGM Scores - Waters has a subpar Growth Score of D and a Momentum Score of C, with an overall aggregate VGM Score of D, indicating it is in the bottom 40% for value investors [13] Industry Comparison - Waters is part of the Zacks Medical - Instruments industry, where competitor Hologic reported revenues of $1.05 billion, reflecting a year-over-year change of +2.5% [15]

分组1 - Sight Sciences, Inc. reported a quarterly loss of $0.08 per share, better than the Zacks Consensus Estimate of a loss of $0.15, and improved from a loss of $0.23 per share a year ago, resulting in an earnings surprise of +44.83% [1] - The company achieved revenues of $20.39 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.34% and showing an increase from $19.07 million in the same quarter last year [2] - Sight Sciences has consistently exceeded consensus EPS estimates over the last four quarters, indicating strong performance in earnings expectations [2] 分组2 - The stock has underperformed, losing about 33.7% since the beginning of the year, compared to a decline of 0.4% in the S&P 500 [3] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at -$0.18 for the coming quarter and -$0.59 for the current fiscal year [7] - The Medical - Instruments industry, to which Sight Sciences belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable industry outlook [8]

分组1 - NeuroPace, Inc. reported a quarterly loss of $0.08 per share, better than the Zacks Consensus Estimate of a loss of $0.14, and improved from a loss of $0.18 per share a year ago, resulting in an earnings surprise of +41.48% [1] - The company achieved revenues of $26.59 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 2.47%, and showing an increase from $21.47 million in the same quarter last year [2] - NeuroPace has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates four times during the same period [2] 分组2 - The stock has underperformed the market, losing about 8.4% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.23 on revenues of $21.7 million, and for the current fiscal year, it is -$0.71 on revenues of $98.65 million [7] - The Medical - Instruments industry, to which NeuroPace belongs, is currently in the top 33% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Core Insights - OPKO Health reported a quarterly loss of $0.04 per share, better than the Zacks Consensus Estimate of a loss of $0.07, compared to earnings of $0.01 per share a year ago [1] - The earnings surprise was +39.39%, with the company previously expected to post a loss of $0.02 per share but actually reporting earnings of $0.03, resulting in a surprise of +250% [2] - The company posted revenues of $148.5 million for the quarter, exceeding the Zacks Consensus Estimate by 7.56%, but down from $183.6 million year-over-year [3] Financial Performance - OPKO Health has surpassed consensus EPS estimates two times over the last four quarters [2] - The company has topped consensus revenue estimates only once in the last four quarters [3] - The current consensus EPS estimate for the upcoming quarter is -$0.06 on revenues of $130.97 million, and for the current fiscal year, it is -$0.24 on revenues of $565.93 million [8] Market Position - OPKO Health shares have declined approximately 6.4% since the beginning of the year, while the S&P 500 has gained 1.5% [4] - The Zacks Rank for OPKO Health is currently 3 (Hold), indicating expected performance in line with the market in the near future [7] - The Medical - Instruments industry, to which OPKO Health belongs, is currently in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]