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Veeva Systems VEEV recently announced that UCB has selected Veeva Safety Suite to unify its global pharmacovigilance operations. Through the deployment, UCB will standardize safety processes on a single platform, enabling faster case processing, enhanced oversight and streamlined regulatory submissions while supporting greater automation across safety workflows.

The latest win underscores the growing adoption of Veeva’s safety and regulatory solutions among large biopharmaceutical companies. For investors, the agreement reinforces Veeva’s position as a leading life sciences cloud software provider and highlights the company’s ability to deepen customer relationships through its connected platform strategy, supporting long-term revenue growth opportunities.

Likely Trend of VEEV Stock Following the News

Shares of VEEV have traded flat since the announcement on Tuesday. In the year-to-date period, shares of the company have lost 27.7% compared with the industry’s 20% decline.  The S&P 500 increased 6.3% in the same time frame.

The UCB deal is expected to strengthen Veeva’s long-term growth prospects by expanding the adoption of its Safety Suite across a global biopharmaceutical organization. Beyond adding to Veeva’s recurring subscription revenue base, the deployment validates the company’s strategy of offering an integrated platform spanning safety, regulatory and quality functions. As more life sciences companies seek to automate pharmacovigilance processes and improve compliance, successful enterprise-scale implementations like UCB’s can support additional customer wins, higher platform penetration and durable revenue growth over time.

VEEV currently has a market capitalization of $26.75 billion.Zacks Investment Research

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More on the News

UCB is adopting Veeva Safety Suite as a unified platform for end-to-end pharmacovigilance operations. The suite includes Veeva Safety for the intake, processing and submission of adverse event cases, Veeva SafetyDocs for managing safety-related documents and workflows, Veeva Safety Workbench for advanced analytics and scalable reporting and Veeva Safety Signal for automated signal detection. UCB will also leverage the Veeva Safety-RIM Connection, which automatically shares product information across regulatory and safety functions, helping maintain consistent, trusted data while improving operational efficiency and compliance.

The implementation forms a key part of UCB’s broader safety transformation initiative. By consolidating global and local safety workflows onto a single platform, the company aims to accelerate case processing, strengthen oversight and support low-touch, automated operations.

Story Continues

Management noted that the strategic partnership with Veeva positions UCB to further expand automation capabilities across its safety organization. For Veeva, the deployment represents another validation of its connected applications strategy and highlights growing demand among large biopharma companies for integrated cloud-based safety and regulatory solutions.

Favorable Industry Prospect for VEEV

Per a report by Fortune Business Insights, the global life science software market size was valued at $17.69 billion in 2025 and is projected to grow to $43.19 billion by 2034, exhibiting a CAGR of 10.50%.

The global life sciences software market is growing due to increasing demand for cloud-based platforms that help pharmaceutical and biotechnology companies streamline regulatory compliance, drug development and safety monitoring. Rising adoption of AI and automation is further accelerating the shift from legacy systems to integrated software solutions.

A Recent Development by VEEV

Recently, Veeva exited the fiscal first quarter of 2027 with better-than-expected results, wherein both earnings and revenues beat the Zacks Consensus Estimate. The uptick in both top and bottom lines and robust performance by the Subscription services segment during the quarter were impressive. The uptick in Professional services and others’ revenues also bodes well.

Veeva continues to strengthen its position in life sciences software through rapid innovation in artificial intelligence and expanding customer adoption. During the first quarter, the company significantly advanced its industry-specific AI strategy. Ostro, acquired in March, is now delivering compliant conversational AI for more than 50 brands, while Vault AI remains on track for deployment across all Vault applications in August.

VEEV’s Zacks Rank & Key Picks

Currently, VEEV carries a Zacks Rank #3 (Hold).

Some better-ranked stocks from the broader medical space are Globus Medical GMED, West Pharmaceutical WST and Intuitive Surgical ISRG.

Globus Medical, currently flaunting a Zacks Rank #1 (Strong Buy), reported a first-quarter 2026 adjusted earnings per share (EPS) of $1.12 per share, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%. You can see the complete list of today’s Zacks #1 Rank stocks here.

GMED has an estimated long-term earnings growth rate of 10.2% compared with the industry’s 12.6% growth. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%.

West Pharmaceutical, currently sporting a Zacks Rank #1, reported first-quarter 2026 EPS of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.

WST has an estimated long-term earnings growth rate of 13.9% compared with the industry’s 9.5% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%.

Intuitive Surgical, carrying a Zacks Rank #2 (Buy) at present, reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%.

ISRG has a long-term estimated growth rate of 14.6% compared with the industry’s 12.6% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%.

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HealthEquity, Inc. HQY has been gaining from its business model and strategy. The optimism, led by a solid first-quarter fiscal 2027 performance and strength in Health Savings Accounts (HSAs), is expected to contribute further. However, data security threats are major concerns.

In the year-to-date period, the Zacks Rank #3 (Hold) company’s shares have lost 2.9% compared with the 7.4% decline of the industry. The S&P 500 has increased 6.3% during the said time frame.

The renowned provider of technology-enabled services platforms for healthcare savings and spending decisions has a market capitalization of $7.5 billion. The company projects 15.2% growth over the next five years and expects to witness continued improvements in its business. HealthEquity’s earnings surpassed the Zacks Consensus Estimate in all the trailing four quarters, the average surprise being 12.02%.Zacks Investment Research

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Reasons Favoring HQY’s Growth

AI & Digital Innovation Drive Scalable Efficiency:In the fiscal first quarter of 2027, management said AI-driven tools reduced manual handling of member and client service emails by 25%. In targeted workflows such as card servicing and claims inquiries, AI-enabled automation reduced manual efforts by more than 90% and accelerated processing times by up to 50%. These initiatives are being paired with continued technology and security investments embedded in the raised fiscal 2027 outlook, suggesting management intends to keep pushing automation while sustaining service quality.

Expansion of Health Savings Accounts: HealthEquity has experienced significant growth in its HSA offerings. As of April 30, 2026, the total number of HSAs for which HealthEquity served as a non-bank custodian was 10.6 million, up 8% year over year.

HealthEquity reported 909,000 HSAs with investments as of April 30, 2026, up 18% year over year. Total accounts, as of April 30, 2026, were 17.8 million. This uptick included total HSAs and 7.2 million Consumer Direct Benefits (CDBs).

Total HSA assets were $37.1 billion at the end of April 30, 2026, up 19% year over year. This included $17.5 billion of HSA cash and $19.6 billion of HSA investments. This figure compares to our fiscal first-quarter HSA cash and HSA investments projection of $17.6 billion and $17.9 billion, respectively. We had projected total HSA assets of $35.5 billion for the fiscal first quarter.

Client-held funds, which are deposits held on behalf of HealthEquity’s clients to facilitate the administration of its CDBs and from which the company generates custodial revenues, were $1.0 billion as of April 30, 2026.

Story Continues

Strong Q1 Results: HealthEquity exited first-quarter fiscal 2027 with better-than-expected results. The company witnessed solid top-line and bottom-line performances in the reported quarter. Solid growth in HSAs also drove the top line. The solid uptick in total HSA assets in the reported quarter is promising. Improvements in operating and gross margins also bode well.

HealthEquity management noted that the company opened approximately 172,000 new HSAs during the quarter. Management noted that the company outpaced industry HSA growth, supported by strong client retention, an active enterprise sales pipeline and continued adoption of HSA-qualified plans.

Management also emphasized that digital engagement continues to strengthen, with monthly active mobile usage surging 90% year over year. The increased use of the mobile platform is helping improve member engagement, boost investing activity and support marketplace adoption, all of which are expected to enhance long-term member lifetime value.

A Factor That May Offset HQY’s Gains

Data Security Threats: HealthEquity manages sensitive personal data and large custodial balances, which keeps cybersecurity risk elevated despite recent progress in fraud reduction. The company remains subject to a consolidated putative class action related to a fiscal 2025 cybersecurity incident involving a business partner’s user account and is also subject to regulatory inquiries connected to that incident.

In May 2026, the company filed a renewed motion to compel arbitration, and the potential loss associated with the lawsuit and any regulatory action was not reasonably estimable based on available information. Any adverse outcome could increase costs, create operational distraction and impact member and client confidence, which can weigh on the long-term margin and growth profile.

Estimate Trend

HealthEquity has been witnessing a positive estimate revision trend for fiscal 2027. Over the past 30 days, the Zacks Consensus Estimate for earnings per share (EPS) has moved 9 cents north to $4.71.

The Zacks Consensus Estimate for second-quarter fiscal 2027 revenues is pegged at $349.6 million, implying a 7.3% rise from the year-ago reported number. The consensus mark for fiscal second-quarter EPS is pinned at $1.19, implying a 10.2% improvement year over year.

Key Picks

Some better-ranked stocks from the broader medical space are Globus Medical GMED, West Pharmaceutical WST and Intuitive Surgical ISRG.

Globus Medical, currently flaunting a Zacks Rank #1 (Strong Buy), reported a first-quarter 2026 adjusted EPS of $1.12 per share, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%. You can see the complete list of today’s Zacks #1 Rank stocks here.

GMED has an estimated long-term earnings growth rate of 10.2% compared with the industry’s 12.6% growth. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%.

West Pharmaceutical, currently sporting a Zacks Rank #1, reported first-quarter 2026 EPS of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.

WST has an estimated long-term earnings growth rate of 13.9% compared with the industry’s 9.5% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%.

Intuitive Surgical, carrying a Zacks Rank #2 (Buy) at present, reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%.

ISRG has a long-term estimated growth rate of 14.6% compared with the industry’s 12.6% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%.

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For Immediate Release

Chicago, IL – June 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Mastercard Inc. MA, Seagate Technology Holdings plc STX, Intuitive Surgical, Inc. ISRG, The Monarch Cement Co. MCEM and Canterbury Park Holding Corp. CPHC.

Here are highlights from Thursday’s Analyst Blog:

Top Stock Reports for MasterCard, Seagate & Intuitive Surgical

The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Mastercard Inc., Seagate Technology Holdings plc and Intuitive Surgical, Inc., as well as two micro-cap stocks The Monarch Cement Co. and Canterbury Park Holding Corp. The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.

These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.

You can see all of today's research reports here >>>

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The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market's open and attempts to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.

You can read today's AWS here >>> PPI Inflation +6.5% YoY: More Questions than Answers

Today's Featured Research Reports

Shares of Mastercard have declined -16.6% over the past year against the Zacks Financial Transaction Services industry's decline of -27.1%. The company's rebates and incentives are rising with new and renewed deals, and management expects operating expenses to keep growing as it funds safety, security, digital and B2B initiatives. Geopolitical disruption is weighing on cross-border travel. Valuation remains elevated, supporting a Neutral view.

Nevertheless, Mastercard's scale and brand strength continue to support steady payment network growth, helped by stable consumer and business spending and higher transaction activity. Cross-border and contactless adoption remain key long-term drivers, and value-added services keep diversifying revenue through cybersecurity, analytics and digital authentication.

Story Continues

Partnerships and targeted acquisitions also extend reach into new payment flows, including stablecoin infrastructure. Share repurchases and dividends remain supported.

(You can read the full research report on Mastercard here >>>)

Seagate's shares have outperformed the Zacks Computer - Integrated Systems industry over the past year (+567% vs. +215.5%). The company is well poised to gain from AI-led storage demand, a robust technology roadmap anchored in Mozaic and HAMR and disciplined execution focused on converting demand into profitable growth and long-term value creation.

Cloud drives most data center revenue, with Mozaic shipments reaching 75% of top cloud customers, and full qualification expected in the ongoing quarter. It expects stronger FCF throughout 2026, driven by steady demand, efficiency gains and disciplined spending.

Management raised its long-term outlook, now expecting at least 20% annual revenue growth over the next few years, driven by strong cloud demand and continued hyperscaler investments in AI infrastructure, with the March quarter marking the tenth straight period of cloud-led revenue growth. Fiscal 2026 capex is expected to stay within 4%-6% of sales. However, high debt and stiff rivalry hurt it.

(You can read the full research report on Seagate here >>>)

Shares of Intuitive Surgical have underperformed the Zacks Medical - Instruments industry over the past year (-5.4% vs. -20.1%). The company reported first quarter 2026 results that extended its multi-year procedure and revenue trajectory, supported by higher system placements and a larger installed base.

Da Vinci procedures grew in the mid-teens, while Ion procedures grew much faster, reinforcing the shift toward recurring instruments and accessories revenue. Management's 2026 outlook still calls for healthy da Vinci procedure growth, but it embeds tariff-related gross margin drag and expense growth as the company invests in capacity and digital capabilities.

Intuitive Surgical also moved to a direct distribution model in parts of Europe and continued share repurchases, which reduced cash but keeps the balance sheet flexible. Outside the United States, hospital budget constraints and tender timing can disrupt capital purchases

(You can read the full research report on Intuitive Surgical here >>>)

Monarch Cement's shares have outperformed the Zacks Building Products - Concrete and Aggregates industry over the past year (+22.2% vs. +9.9%). This microcap company with a market capitalization of $1.06 billion has its investment case anchored by its vertically integrated Humboldt operations, which provide long-term access to key raw materials, support cost stability and enhance operational resilience.

The RMCMO joint venture offers exposure to downstream ready-mix markets while improving capital efficiency and strengthening commercial integration. Ongoing investments in plant modernization and equipment upgrades are expected to improve reliability, efficiency, and asset longevity, reinforcing competitiveness in a commoditized industry.

The company has also demonstrated meaningful operating leverage, converting stronger demand into improved profitability through disciplined cost management. Supported by a solid balance sheet, MCEM continues to balance reinvestment in growth initiatives with shareholder returns through dividends and share repurchases.

(You can read the full research report on Monarch Cement here >>>)

Shares of Canterbury Park have declined -4.2% over the past year against the Zacks Gaming industry's decline of -15%. This microcap company with a market capitalization of $81.27 million has an investment case centered on its transition from a gaming-focused operator to a diversified mixed-use destination through Canterbury Commons, with residential, entertainment, and commercial assets driving long-term traffic and monetization.

Joint ventures and tax-increment financing provide capital-efficient development and recurring cash flow optionality, while experiential venues and strong leasing trends support ecosystem value. A debt-free balance sheet enhances flexibility.

However, the core casino business faces competitive pressure, weaker monetization, and rising promotional spend, compressing margins. Cost inflation and limited operating leverage further weigh on profitability. Additionally, joint-venture losses, contingent liabilities, and softness in pari-mutuel operations introduce ongoing earnings volatility and reliance on external funding mechanisms.

(You can read the full research report on Canterbury Park here >>>)

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.

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Intuitive Surgical, Inc. (ISRG) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Over the past month, shares of this company have returned -3.5%, compared to the Zacks S&P 500 composite's -0.2% change. During this period, the Zacks Medical - Instruments industry, which Intuitive Surgical falls in, has gained 3.9%. The key question now is: What could be the stock's future direction?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Earnings Estimate Revisions

Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

Intuitive Surgical is expected to post earnings of $2.48 per share for the current quarter, representing a year-over-year change of +13.2%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.

For the current fiscal year, the consensus earnings estimate of $10.4 points to a change of +16.5% from the prior year. Over the last 30 days, this estimate has remained unchanged.

For the next fiscal year, the consensus earnings estimate of $11.71 indicates a change of +12.6% from what Intuitive Surgical is expected to report a year ago. Over the past month, the estimate has remained unchanged.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Intuitive Surgical is rated Zacks Rank #2 (Buy).

Story Continues

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS12-month consensus EPS estimate for ISRG

Revenue Growth Forecast

While earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

For Intuitive Surgical, the consensus sales estimate for the current quarter of $2.81 billion indicates a year-over-year change of +15%. For the current and next fiscal years, $11.72 billion and $13.18 billion estimates indicate +16.5% and +12.4% changes, respectively.

Last Reported Results and Surprise History

Intuitive Surgical reported revenues of $2.77 billion in the last reported quarter, representing a year-over-year change of +23%. EPS of $2.5 for the same period compares with $1.81 a year ago.

Compared to the Zacks Consensus Estimate of $2.61 billion, the reported revenues represent a surprise of +6.24%. The EPS surprise was +20.19%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.

Valuation

No investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Intuitive Surgical is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom Line

The facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Intuitive Surgical. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.

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Die Zacks Research Daily präsentiert die besten Forschungsergebnisse unseres Analystenteams. Heute werden neue Forschungsberichte zu 16 wichtigen Aktien vorgestellt, darunter Mastercard Inc., Seagate Technology Holdings plc und Intuitive Surgical, Inc.

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Senseonics SENS recently entered into a strategic partnership with Welldoc to develop a next-generation mobile application for its Eversense 365 continuous glucose monitoring (CGM) system. The new app is expected to enhance the user experience while supporting broader integration with leading digital health platforms.

From an investor's standpoint, the collaboration reflects Senseonics’ continued efforts to strengthen the Eversense ecosystem and improve the value proposition of its flagship CGM platform. The move could support customer adoption and retention over time while reinforcing the company’s competitive position in the rapidly evolving diabetes management market.

Likely Trend of SENS Stock Following the News

Shares of SENS have traded flat since the announcement in yesterday’s trading. In the year-to-date period, shares of the company have gained 31.6% against the industry’s 19.9% decline.  The S&P 500 increased 6.4% in the same time frame.

The partnership is expected to strengthen Senseonics’ long-term growth prospects by enhancing the overall Eversense 365 user experience and expanding its connectivity within the digital health ecosystem. Improved interoperability with widely used health platforms and the potential addition of AI-driven features could make the product more attractive to both patients and healthcare providers. Over time, these enhancements may support higher adoption, improve customer retention and help differentiate Eversense 365 in the competitive CGM market, thereby creating a stronger foundation for recurring revenue growth.

SENS currently has a market capitalization of $310.6 billion.Zacks Investment Research

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More on the News

Under the partnership, Senseonics and Welldoc will develop a customized mobile application for Eversense 365, the world’s first and only one-year CGM system. The next-generation app will retain all current functionalities while introducing enhancements designed to improve usability and patient engagement. A key feature of the upgrade is seamless integration with Apple Health and Google Health Connect, enabling users to consolidate glucose, fitness and broader health data within a single platform. The app will also continue to support integration with the twiist Automated Insulin Delivery (AID) system, where available, extending the functionality of the Eversense ecosystem.

The new application is expected to feature a redesigned interface with improved workflows and visual components across sensor and transmitter setup, pairing, activation, synchronization, communication status monitoring, data displays and alerts. The U.S. launch is targeted for the second half of 2026, followed by availability in Europe in early 2027.

Story Continues

Beyond the initial rollout, the companies plan to collaborate on future software releases, leveraging Welldoc’s AI-powered digital health platform. Potential enhancements include CGM-informed bolus calculations, medication management tools, metabolic tracking capabilities, digital logbooks and educational resources, which could further expand the clinical utility and appeal of the Eversense platform over time.

Favorable Industry Prospect for SENS

Per a report by Future Market Insights, the CGM device market is projected to grow from $12.7 billion in 2025 to $54.6 billion by 2035, at a CAGR of 15.7%.

Adoption has been driven by growing clinical evidence demonstrating improved outcomes through real-time glucose monitoring and trend analysis.

A Recent Development by SENS

Senseonics recently presented new real-world evidence at the American Diabetes Association 2026 Scientific Sessions, highlighting the strong performance of its Eversense 365 CGM system. The analysis, which included data from 12,360 Eversense 365 sensors in open-loop users and 153 closed-loop users utilizing the twiist AID system, demonstrated sustained accuracy, favorable glucometrics and positive patient outcomes over a full year. The findings build on data previously presented at ATTD 2026 and further validate the differentiated value proposition of Eversense 365, the first and only one-year CGM system.

SENS’s Zacks Rank & Key Picks

Currently, SENS carries a Zacks Rank #3 (Hold).

Some better-ranked stocks from the broader medical space are Globus Medical GMED, West Pharmaceutical WST and Intuitive Surgical ISRG.

Globus Medical, currently flaunting a Zacks Rank #1 (Strong Buy), reported a first-quarter 2026 adjusted earnings per share (EPS) of $1.12 per share, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%. You can see the complete list of today’s Zacks #1 Rank stocks here.

GMED has an estimated long-term earnings growth rate of 10.2% compared with the industry’s 12.6% growth. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%.

West Pharmaceutical, currently sporting a Zacks Rank #1, reported first-quarter 2026 EPS of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.

WST has an estimated long-term earnings growth rate of 13.9% compared with the industry’s 9.5% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%.

Intuitive Surgical, carrying a Zacks Rank #2 (Buy) at present, reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%.

ISRG has a long-term estimated growth rate of 14.6% compared with the industry’s 12.6% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%.

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Intuitive Surgical, Inc. (ISRG) : Free Stock Analysis Report

West Pharmaceutical Services, Inc. (WST) : Free Stock Analysis Report

Globus Medical, Inc. (GMED) : Free Stock Analysis Report

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Is ISRG a good stock to buy? We came across a bullish thesis on Intuitive Surgical, Inc. on r/investing_discussion by Variant_Invest. In this article, we will summarize the bulls' thesis on ISRG. Intuitive Surgical, Inc.'s share was trading at $412.02 as of June 10th. ISRG's trailing and forward P/E were 50.06 and 39.68 respectively according to Yahoo Finance.Is Intuitive Surgical’s (ISRG) Valuation Limiting Further Upside After Earnings?

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Intuitive Surgical (ISRG) is the global leader in robotic-assisted surgery, with its da Vinci platform forming the core of a high-margin recurring revenue model driven by an expanding installed base. While consensus primarily views the company through procedure growth, the deeper investment case lies in the compounding economics of more than 9,000 installed systems generating recurring instruments, accessories, and service revenue across every procedure performed.

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Procedure volumes continue to grow at double-digit rates globally, with ongoing penetration into general surgery, thoracic, and colorectal applications, while emerging markets remain underpenetrated and offer a long runway for adoption. The Ion bronchoscopy platform represents an additional growth vector, extending the same razor-and-blade model into lung nodule biopsy, where expanding screening programs are expected to significantly increase procedural demand over time.

The company's moat is reinforced not by hardware alone but by deep workflow integration and long surgeon training cycles that make switching costs extremely high and embed the system into hospital operating rooms. Even though the market assigns a premium multiple, it still appears to underestimate the durability of procedure growth and the long-term value of the installed base, leaving room for meaningful re-rating if execution continues.

Overall, Intuitive Surgical is positioned as a structurally advantaged healthcare technology compounder with sustained growth visibility and significant upside potential driven by expanding global adoption and platform-based recurring revenue economics. It also benefits from a durable first-mover advantage in robotic surgery, ensuring continued procedure migration toward minimally invasive techniques across global healthcare systems over time materially.

Previously, we covered a bullish thesis on Intuitive Surgical, Inc. (ISRG) by Kontra Investment Xchange in December 2024, which highlighted key drivers including da Vinci system adoption, procedure growth, and expanding robotic surgery applications. ISRG's stock price has depreciated by approximately 23.98% since our coverage. Variant_Invest shares a similar view but emphasizes installed base compounding, Ion platform expansion, and recurring revenue durability.

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Intuitive Surgical, Inc. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 103 hedge fund portfolios held ISRG at the end of the first quarter which was 109 in the previous quarter. While we acknowledge the risk and potential of ISRG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ISRG and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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Medtronic plc MDT is lining up its next product cycle around platforms that can compound across procedure-driven markets.Cardiac ablation is scaling quickly, robotic-assisted surgery is building an ecosystem, and hypertension therapy is moving into broader commercialization.

These are multi-year opportunities, but the near-term backdrop still matters. Medtronic carries a Zacks Rank #4 (Sell), as tariffs, pricing and currency exposure can limit upside even when execution stays solid.

MDT Three Trends Driving the Next Product Cycle

Medtronic's Cardiac Ablation Solutions (CAS) is the sharpest growth lever today, supported by the Affera mapping system and Sphere-9 dual-energy catheter. Robotics is the second pillar, with Hugo procedure growth paired with a digital workflow layer through Touch Surgery. Hypertension is the third, with Symplicity Spyral moving from limited adoption to broader access after reimbursement clarity.

Medtronic's Cardiac Ablation Scaling Fast

CAS sales grew 78% worldwide in the fourth quarter, including 124% U.S. growth. Management said CAS gained 8 U.S. share points and is annualizing at more than $2 billion, with a goal of reaching $2 billion on a trailing basis in the first quarter of fiscal 2027.

The pipeline is advancing alongside geographic expansion. Sphere-9 launched in Japan, the FDA approved a U.S. ventricular tachycardia pivotal trial, and the Sphere-360 U.S. pivotal study is enrolling after the CE Mark in Europe. Medtronic also highlighted investments in intracardiac echocardiography catheter technologies that deepen exposure to electrophysiology imaging.

MDT Robotics: Hugo and the Digital Layer

In Medical Surgical, Hugo is contributing as global procedure volumes expand, supporting Surgical and Endoscopy performance and broadening Medtronic's robotics footprint. The near-term question is whether utilization continues to rise as tooling and indications expand.

Medtronic also submitted Hugo to the FDA for general surgery and gynecologic indications and filed the LigaSure robotic-assisted surgery vessel sealer. It received FDA clearance for ProGrip Advanced, a mesh optimized for robotic-assisted ventral hernia repair. Touch Surgery adds the digital layer, with installations above 1,400 and up more than 30% sequentially.

In context, Intuitive Surgical, Inc. ISRG remains a key benchmark for ecosystem-driven adoption in robotics, while Stryker Corporation SYK highlights how procedure-centric portfolios can sustain demand when workflows shift. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

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Medtronic Hypertension Therapy Moves into a New Phase

Symplicity Spyral is changing the commercial outlook for hypertension therapy. The final Medicare National Coverage Determination expanded access, and management said average weekly procedures doubled after reimbursement clarity. Symplicity is now annualizing at $100 million.

Long-term data in more than 2,000 patients showed sustained mean systolic blood pressure reductions of 13.3 millimeters of mercury in ambulatory settings and 18.1 millimeters of mercury in office settings at three years. Medtronic estimates roughly 18 million U.S. people live with uncontrolled hypertension despite multiple medications. Management views renal denervation as a potential multi-billion-dollar opportunity over time.

MDT Neuroscience Adds Breadth Through New Platforms

In Neuroscience, Medtronic's Stealth AXiS secured the FDA clearance for spine, cranial and ear, nose and throat indications, plus CE Mark for spine and cranial indications, which expands the platform's contribution to AiBLE.

Hemorrhagic products advanced 11% with Neuroguard and Artisse adoption, while Altaviva is gaining traction with active implanters up threefold sequentially. Management expects Neuroscience to accelerate in fiscal 2027, supported by Stealth AXiS pull-through, Neuroguard, MMA, Altaviva and tuck-in additions including SPR Therapeutics and ViaVerte that expand chronic pain and basivertebral nerve ablation exposure.

Medtronic's Near-Term Variable: Diabetes Transition

The Diabetes business completed the MiniMed initial public offering during fiscal 2026, establishing MiniMed as a standalone, publicly traded company, while Medtronic continues to include Diabetes in fiscal 2027 guidance until separation.

MiniMed Flex was cleared ahead of schedule, and MiniMed Fit is on track for U.S. FDA submission by fall 2026.

MDT What Could Disrupt These Trends

Management expects approximately $250 million of tariff impact to cost of goods sold in fiscal 2027, plus an earnings-per-share drag from higher fuel and transportation costs tied to the geopolitical environment.Zacks Investment Research

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In addition, fiscal 2027 guidance assumes a neutral to $100 million revenue drag from foreign exchange. Competitive pressure is visible in uneven U.S. Structural Heart performance and pricing weakness in coronary products, with stents falling into the low double digits due to multi-region pricing declines.

Medtronic's Key Milestones Investors Should Watch

In ablation, investors should monitor sustained CAS share gains, continued progress in the U.S. ventricular tachycardia pivotal trial, and execution in the Sphere-360 U.S. pivotal study.Zacks Investment Research

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In robotics, the key markers are Hugo utilization and procedure volumes, plus progress on FDA filings and related tooling. In hypertension, Symplicity procedure momentum post-coverage clarity is the signal. In Neuroscience, look for pull-through from Stealth AXiS and continued gains from Neuroguard and Altaviva. Across all platforms, costs and pricing pressures must stay manageable for the growth narrative to translate into stronger investor appetite.

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Medtronic PLC (MDT) : Free Stock Analysis Report

Stryker Corporation (SYK) : Free Stock Analysis Report

Intuitive Surgical, Inc. (ISRG) : Free Stock Analysis Report

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

10x Genomics TXG recently announced the acquisition of Proteintech Genomics, a division within Proteintech Group that develops high-plex proteomic solutions for single-cell and spatial biology applications. The move expands TXG's capabilities in proteomics and supports its broader strategy of advancing multiomics research through integrated RNA and protein analysis.

Proteintech Genomics brings technologies, including the Human Discovery Panel, an antibody-based single-cell protein panel compatible with 10x Genomics' Flex chemistry workflows. Management believes the acquisition will strengthen its single-cell and spatial biology platforms, while the company expects the transaction to have no meaningful impact on its near-term financial outlook.

Likely Trend of TXG Stock Following the News

Shares of TXG have gained 4.8% since the announcement in yesterday's trading. In the year-to-date period, shares of the company have gained 87.6% against the industry's 20.5% decline.  The S&P 500 increased 8.4% in the same time frame.

The acquisition is expected to strengthen TXG's long-term growth prospects by expanding its presence in the rapidly evolving proteomics market and enhancing its multiomics capabilities. By integrating Proteintech Genomics' protein-analysis technologies with its existing single-cell and spatial platforms, TXG can offer researchers a more comprehensive view of cellular biology through combined RNA and protein measurements. The deal also has the potential to increase customer adoption, drive higher consumables usage and improve platform stickiness, while positioning the company to capitalize on emerging opportunities in AI-driven biological modeling and next-generation life sciences research.

TXG currently has a market capitalization of $3.7 billion.Zacks Investment Research

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More on the News

The acquisition significantly broadens 10x Genomics' proteomics portfolio by adding Proteintech Genomics' differentiated technologies, including the Human Discovery Panel, which the company describes as the largest antibody-based single-cell protein panel.

The panel is designed to support integrated analysis of intracellular proteins, cell-surface proteins and transcriptomic profiles within sequencing-compatible workflows. Importantly, the technology is already compatible with 10x Genomics' Flex chemistry, including the Flex Apex assay, enabling researchers to combine RNA and protein measurements within a unified workflow. Management believes that integrating transcriptomic and proteomic information at the single-cell and spatial levels will play an increasingly important role in advancing biological research and discovery.

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The transaction also aligns with 10x Genomics' broader strategy of enabling multimodal biological analysis across its single-cell and spatial platforms. Proteintech Genomics' protein panels were purpose-built for 10x workflows and are already being used by researchers to simultaneously analyze RNA and protein expression. By bringing these capabilities in-house, TXG aims to simplify workflows that currently require multiple vendors and technologies to harmonize RNA and protein data.

The company also sees opportunities to extend these protein-analysis capabilities to its recently launched Atera platform. Researchers across fields such as immunology, oncology, neuroscience and cell biology are increasingly adopting combined transcriptomic and proteomic approaches to gain deeper insights into cellular identity, function and disease mechanisms, making the acquisition a strategic addition to TXG's long-term innovation roadmap.

Favorable Industry Prospect for TXG

Per a report by Grand View Research, the global proteomics market size was valued at $38.4 billion in 2025 and is projected to grow beyond $97.7 billion by 2033, at a CAGR of 13.3%.

The market is witnessing significant growth driven by the rising prevalence of chronic and infectious diseases, growing preference for personalized medicine and the increasing demand for rapid & advanced diagnostic solutions in target disease treatment.

Recent Developments by TXG

Recently, 10x Genomics exited the first quarter of 2026 on a solid note, with both earnings and revenues surpassing the Zacks Consensus Estimate. While total revenues declined year over year due to the absence of prior-year one-time license and royalty revenues, underlying business performance remained healthy, driven by higher consumables demand, increased services revenues, growth across the EMEA and Asia-Pacific regions, expanding gross margin and disciplined cost management.

The company also significantly narrowed its operating loss year over year. During the quarter, TXG strengthened its innovation pipeline with the launch of Atera, a next-generation spatial whole-transcriptome platform that offers single-cell sensitivity at scale and is expected to support growth following its planned commercialization in the second half of 2026.

TXG's Zacks Rank & Key Picks

Currently, TXG carries a Zacks Rank #3 (Hold).

Some better-ranked stocks from the broader medical space are Globus Medical GMED, West Pharmaceutical WST and Intuitive Surgical ISRG.

Globus Medical, currently flaunting a Zacks Rank #1 (Strong Buy), reported a first-quarter 2026 adjusted earnings per share (EPS) of $1.12 per share, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%. You can see the complete list of today's Zacks #1 Rank stocks here.

GMED has an estimated long-term earnings growth rate of 10.2% compared with the industry's 12.6% growth. The company's earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%.

West Pharmaceutical, currently sporting a Zacks Rank #1, reported first-quarter 2026 EPS of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.

WST has an estimated long-term earnings growth rate of 13.9% compared with the industry's 9.5% growth. The company's earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%.

Intuitive Surgical, carrying a Zacks Rank #2 (Buy) at present, reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%.

ISRG has a long-term estimated growth rate of 14.6% compared with the industry's 12.6% growth. The company's earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%.

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Intuitive Surgical, Inc. (ISRG) : Free Stock Analysis Report

West Pharmaceutical Services, Inc. (WST) : Free Stock Analysis Report

Globus Medical, Inc. (GMED) : Free Stock Analysis Report

10x Genomics (TXG) : Free Stock Analysis Report

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Veeva Systems Inc. VEEV is well-poised for growth in the coming quarters, courtesy of its strong product portfolio. The optimism, led by a solid first-quarter fiscal 2027 performance and CRM migrations, is expected to contribute further. However, market saturation remains a cause for concern.

This Zacks Rank #2 (Buy) company's shares have lost 24.9% in the year-to-date period compared with the 20.6% decline of the industry. The S&P 500 Composite has increased 8.3% during the said time frame.

The renowned provider of cloud-based software applications and data solutions for the life sciences industry has a market capitalization of $27.32 billion. The company anticipates 35% growth for the next five years and expects to maintain its strong performance in the future. It delivered a trailing four-quarter average earnings surprise of 5.5%.Zacks Investment Research

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Reasons Favoring VEEV's Growth

Enterprise CRM Migrations Expanding Account Footprint: Vault CRM adoption continues to build as large customers move off legacy CRM deployments and standardize commercial workflows. Management highlighted recent global selections from Teva and Merck KGaA and noted that Veeva has secured 10 wins versus six for Salesforce, within its defined top 20 cohort, with four decisions still pending.

The company also cited an overall Vault CRM win rate above 80% and more than 150 customers live on Vault CRM, supported by over 40 completed migrations. This installed base creates a multi-year services and subscription runway and should support the attachment of adjacent commercial applications.

Diversified Platform Driving Durable Growth:Veeva Systems' long-term growth story is increasingly tied to its position at the center of life sciences digital transformation. The company operates across a broad set of markets spanning clinical development, quality management, regulatory operations, safety, commercial engagement and data analytics. Veeva Systems' Development Cloud portfolio is particularly well-positioned as pharmaceutical companies seek integrated platforms that connect clinical data, trial operations, quality processes and regulatory functions within a unified ecosystem.

Growth is being fueled by newer product areas that remain in the early stages of penetration, including clinical data management, randomization and trial supply management, drug safety and laboratory information management systems. Management believes these businesses have a significant runway as customers increasingly favor end-to-end platforms over fragmented point solutions.

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Strong Q1 Results: Veeva Systems exited the fiscal first quarter of 2027 with better-than-expected results, wherein both earnings and revenues beat the Zacks Consensus Estimate. The uptick in both top and bottom lines and robust performance by the Subscription services segment during the quarter were impressive. The uptick in Professional services and others' revenues also bodes well.

Veeva Systems continues to strengthen its position in life sciences software through rapid innovation in artificial intelligence and expanding customer adoption. During the first quarter, the company significantly advanced its industry-specific AI strategy. Ostro, acquired in March, is now delivering compliant conversational AI for more than 50 brands, while Vault AI remains on track for deployment across all Vault applications in August.

A Factor That May Offset VEEV's Gains

Market Saturation: The life sciences industry, Veeva Systems' primary market for its CRM solutions, is facing increasing saturation as digital transformation and CRM adoption have become widespread across pharmaceutical and biotech companies. Many large enterprises have already implemented Veeva Systems' CRM software or similar solutions, leaving fewer untapped opportunities for new customer acquisition.

Additionally, as smaller biotech firms and generics manufacturers enter the market, they may seek more cost-effective or niche CRM alternatives rather than Veeva Systems' premium offerings. This saturation, combined with heightened competition from both traditional CRM providers and emerging AI-powered platforms, could limit Veeva Systems' ability to maintain its historical CRM sales growth rates.

Estimate Trend

Veeva Systems is witnessing a stable estimate revision trend for fiscal 2027. In the past 30 days, the Zacks Consensus Estimate for fiscal 2027 earnings per share (EPS) has remained stable at $8.87.

The Zacks Consensus Estimate for second-quarter fiscal 2027 revenues is pegged at $904.1 million, indicating a 14.6% improvement from the year-ago quarter's reported number. The EPS estimate for the second quarter of fiscal 2027 is pinned at $2.19, implying a 10.1% improvement year over year.

Other Key Picks

Some other top-ranked stocks in the broader medical space are Globus Medical GMED, West Pharmaceutical WST and Intuitive Surgical ISRG.

Globus Medical, currently flaunting a Zacks Rank #1 (Strong Buy), reported a first-quarter 2026 adjusted earnings per share (EPS) of $1.12 per share, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%. You can see the complete list of today's Zacks #1 Rank stocks here.

GMED has an estimated long-term earnings growth rate of 10.2% compared with the industry's 12.6% growth. The company's earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%.

West Pharmaceutical, currently sporting a Zacks Rank #1, reported first-quarter 2026 EPS of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.

WST has an estimated long-term earnings growth rate of 13.9% compared with the industry's 9.5% growth. The company's earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%.

Intuitive Surgical, carrying a Zacks Rank #2 at present, reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%.

ISRG has a long-term estimated growth rate of 14.6% compared with the industry's 12.6% growth. The company's earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%.

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Intuitive Surgical, Inc. (ISRG) : Free Stock Analysis Report

West Pharmaceutical Services, Inc. (WST) : Free Stock Analysis Report

Globus Medical, Inc. (GMED) : Free Stock Analysis Report

Veeva Systems Inc. (VEEV) : Free Stock Analysis Report

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