Healthcare stocks

AbCellera Biologics Inc. (ABCL)

Q2 2026, 2026-08-05: ABCL expects a top line data readout very soon, but no specific revenue numbers or percentage changes were provided for the guidance update.

Abeona Therapeutics Inc. (ABEO) · 86% below model fair value

Q2 2026, 2026-08-13: Abeona Therapeutics expanded its QTC network so that 40% of its addressable market now has in-state access to a QTC based on claims analysis.

Absci Corp (ABSI)

Q2 2026, 2026-08-11: The company estimates a potential total available market greater than $25 billion in the U.S. based on its market research.

Acadia Pharmaceuticals Inc. (ACAD) · 43% below model fair value

Q2 2026, 2026-08-04: Acadia Pharmaceuticals updated its 2026 revenue guidance to a range of $1.24 billion to $1.3 billion.

Achieve Life Sciences, Inc. (ACHV)

Q1 2026, 2026-05-12: Smoking remains the leading cause of preventable death in the U.S., claiming approximately 500,000 lives annually and costing over $600 billion.

Acumen Pharmaceuticals, Inc. (ABOS)

Q2 2026, 2026-08-12

Acurx Pharmaceuticals, Inc. (ACXP)

Q2 2026, 2026-08-14: The company reported a generally high incidence of difficult infections across various countries.

ADMA Biologics, Inc. (ADMA) · 89% above model fair value

Q2 2026, 2026-08-05: ADMA's Q2 delivered continued strong cash generation and improving commercial indicators, supporting management's view that the company remains…

Agenus Inc. (AGEN)

Q2 2025, 2025-08-27

AGIOS Pharmaceuticals, Inc. (AGIO)

Q2 2026, 2026-07-30: AGIO ended the quarter with approximately $1 billion in cash and marketable securities, providing financial flexibility.

Alector, Inc. (ALEC)

Q2 2025, 2025-08-09: Ryan Darby, Associate Professor of Neurology and Director of the Frontotemporal Dementia It is my pleasure to introduce Dr.

Alnylam Pharmaceuticals, Inc. (ALNY) · 17% below model fair value

Q2 2026, 2026-07-30: AMVUTTRA revenues exceeded $1 billion in a single quarter for the first time, establishing a new annual run rate for the product.

Alpha Cognition Inc. (ACOG)

Q2 2026, 2026-08-13: ACOG's Corporate & other result was driven by bottle volume climbing roughly 37% quarter-over-quarter to approximately 8.29 thousand bottles.

Arrowhead Pharmaceuticals, Inc. (ARWR) · 10% below model fair value

Q2 2026, 2026-08-04: In the SHASTA-3 and SHASTA-4 studies, plozasiran achieved median triglyceride reductions of 79% and 81% at month 12, compared to approximately 27% for placebo.

Bio-Techne (TECH) · over 200% above model fair value

Q1 2026, 2026-05-06: Excluding the impact of two customers, Bio-Techne's GMP protein revenue grew nearly 50% year-over-year.

Bioceltix SA (BCX)

H1 2026, 2026-09-23: In group IVP, one SAE involving a left thigh injury in patient PC02 was recorded, but the link to the treatment was considered unlikely.

BioMarin Pharmaceutical (BMRN) · 52% below model fair value

Q1 2026, 2026-05-04: More than half of new patient starts were in the zero to two population, indicating that the company's focus on that segment is working.

Bioton SA (BIO.WA)

Q1 2026, 2026-05-29: Bioton signed a license and supply agreement on October 18, 2024, to produce and supply recombinant human insulin to the Malaysian market starting in December 2024.

Captor Therapeutics SA (CTX)

Q2 2026, 2026-09-15: Captor Therapeutics SA reported a net loss of PLN 22.8 million in the first half of 2026, which was slightly higher than the loss incurred the previous year.

Genxone SA (GX1)

Q2 2026, 2026-08-12

Halozyme (HALO) · 51% below model fair value

Q2 2026, 2026-08-06: Halozyme announced a new $1 billion share repurchase program based on confidence in its 10 approved products, which have realized only 25% of projected revenue to date.

Incyte (INCY) · 51% below model fair value

Q2 2026, 2026-07-28: The core business, excluding Jakafi, is growing and is on track to reach $3.

Ionis Pharmaceuticals (IONS)

Q2 2026, 2026-07-29: Both 50-milligram and 80-milligram doses were in the channel within one week of approval.

Jazz Pharmaceuticals (JAZZ) · 26% below model fair value

Q2 2026, 2026-08-03: The company updated its guidance to expect total revenues in the range of $4.60 billion to $4.75 billion.

Mabion SA (MAB)

Q1 2026, 2026-05-19: The company issued between 1 and 1,010,145 nominal warrants to current shareholders to facilitate an incentive program for acquiring shares.

Moderna (MRNA)

Q2 2026, 2026-07-31: Moderna's seasonal flu vaccine, mRNA-1010, received a positive recommendation from the U.S. VRBPAC in the respiratory portfolio.

Molecure SA (MOC)

Q1 2026, 2026-05-18

PolTREG SA (PTG)

Q1 2026, 2026-05-11: PTG signed an agreement with the Medical Research Agency to implement and co-finance a research and development project.

Pure Biologics SA (MQR)

Q1 2026, 2026-05-29: The final medical device for dialysis therapy will enter a steadily growing market valued at 2021.

Regeneron Pharmaceuticals (REGN) · 40% above model fair value

Q2 2026, 2026-07-30: Regeneron generated $1.4 billion of free cash flow through the first half of 2026 and ended the second quarter with $15.1 billion of cash and marketable securities net of debt.

Roivant Sciences (ROIV)

Q4 2026, 2026-05-20: $2.25 billion Moderna settlement announced earlier this quarter, with the first tranche expected to be received.

Royalty Pharma (RPRX) · over 200% above model fair value

Q2 2026, 2026-08-05: The company will discuss its development stage pipeline during the Q2 2026 call to provide updates on its current project status.

Ryvu Therapeutics SA (RVU)

Q2 2026, 2026-09-17: Ryvu Therapeutics started patient recruitment in five countries for the REMARK study to evaluate RVU120 as a monotherapy for low-risk myelodysplastic syndromes across 25 centers for approximately 40 patients.

Syn2Bio SA (S2B)

Synthaverse SA (SVE)

Q1 2026, 2026-05-28: The company issued Series A subscription warrants for Series T shares with a complete exclusion of existing shareholders' preemptive rights.

Urteste SA (URT)

Q1 2026, 2026-05-29

Vertex Pharmaceuticals (VRTX) · 64% above model fair value

Q2 2026, 2026-08-03: Vertex raised its full year 2026 total revenue guidance to a range of $13.1 billion to $13.2 billion due to first-half performance and growth in the CF and CASGEVY franchises.

Adaptive Biotechnologies Corp (ADPT)

Q1 2026, 2026-05-05: MRD revenue grew 53% to $67.1 million compared to the prior year, with clinical and pharma contributing 65% and 35% of that total respectively.

Agilent Technologies (A) · over 200% above model fair value

BioMaxima SA (BMX)

Q1 2026, 2026-05-29

Charles River Laboratories (CRL) · over 200% above model fair value

Q2 2026, 2026-08-05: Small and midsized biotech clients are leading the trend due to an invigorated funding environment.

Danaher Corporation (DHR) · over 200% above model fair value

Q3 2026, 2026-10-21: Danaher Corporation increased its full year 2026 adjusted diluted net EPS guidance to a range of $8.57 to $8.62 from the previous range of $8.45 to $8.60.

Diagnostyka SA (DIA) · 39% below model fair value

Q2 2026, 2026-09-10: Diagnostyka SA's organic growth strategy includes implementing artificial intelligence and machine learning technologies, though failure to implement these properly may pose risks to operations.

Euroinvestment SA (VIV)

Q2 2026, 2026-08-12: Thanks to the commitment of the majority shareholder, who provided next-generation production assets.

Idexx Laboratories (IDXX) · 138% above model fair value

Q2 2026, 2026-08-04: Idexx Laboratories increased its outlook for overall revenue to between $4,700 million and $4,745 million.

Illumina, Inc. (ILMN) · over 200% above model fair value

Q2 2026, 2026-07-30: Illumina is raising its 2026 guidance for revenue growth and profitability while remaining committed to executing against its long-range targets.

IQVIA (IQV) · 141% above model fair value

Q3 2026, 2026-10-27: IQVIA's R&D Solutions net new bookings grew 15% year over year to $3.2 billion, resulting in a 1.2 book to bill ratio.

Labcorp (LH) · 108% above model fair value

Q2 2026, 2026-07-30: Labcorp raised the revenue guidance for Early Development.

Medpace (MEDP) · 47% below model fair value

Q2 2026, 2026-07-23: About $1.96 billion in current backlog is expected to turn into revenue over the next year.

Mettler Toledo (MTD) · over 200% above model fair value

Q2 2026, 2026-07-31: MTD expects third-quarter 2026 local currency sales to grow approximately 4%, which includes a 0.5% benefit from acquisitions.

Natera (NTRA) · over 200% above model fair value

Q2 2026, 2026-08-06: Natera expects revenue between $2.85 billion and $2.91 billion while keeping operating expenses steady.

Qiagen (QGEN) · 153% above model fair value

Q2 2026, 2026-08-06: QGEN increased its annual dividend by 40% in 2026 due to the company's financial strength.

Quest Diagnostics (DGX) · 91% above model fair value

Q3 2026, 2026-10-22: Quest Diagnostics expects its growth rate across consumer health to exceed 30% for the full year.

Revvity (RVTY) · over 200% above model fair value

Q2 2026, 2026-08-06: The company expects its 2026 pro forma total revenue to be in the range of $2.83 billion.

Scope Fluidics SA (SCP)

Q1 2026, 2026-05-15: The company is building value for the BACTEROMIC project to meet requirements for the Management Board to conduct a Strategic Transaction.

Selvita SA (SLV)

Q1 2026, 2026-05-21: The number of liabilities excluding loans and borrowings changed from 3,848 to 1,940 items.

Thermo Fisher Scientific (TMO) · over 200% above model fair value

Q3 2026, 2026-10-21: Thermo Fisher Scientific raised its revenue guidance to a new range of $47.7 billion to $48.2 billion, representing 7 to 8 percent reported revenue growth over 2025.

Voxel SA (VOX) · 105% above model fair value

Q2 2026, 2026-09-03: Voxel SA recorded a 1% year-over-year increase in the volume of key tests in 1H26 compared to 1H25.

Waters Corporation (WAT) · over 200% above model fair value

Q2 2026, 2026-08-04: Waters Corporation expects full year 2026 adjusted earnings per fully diluted share to be between $14.45 and $14.65.

AbbVie (ABBV) · 192% above model fair value

Q2 2026, 2026-07-31: AbbVie is raising its full-year revenue guidance by 300 million based on current momentum.

Amgen (AMGN) · 45% above model fair value

AstraZeneca (AZN) · 15% above model fair value

Biogen (BIIB) · 48% above model fair value

Bristol Myers Squibb (BMY) · 2% above model fair value

Gilead Sciences (GILD) · 98% above model fair value

Q2 2026, 2026-08-04: Gilead Sciences raised its full-year 2026 HIV sales growth forecast from 8% to between 9% and 10% compared to 2025 due to growth in Biktarvy, Yeztugo, and Descovy.

Johnson & Johnson (JNJ) · 121% above model fair value

Q3 2026, 2026-10-13: Johnson & Johnson's Innovative medicine margin declined from 44.3% to 35.4% due to approximately $1 billion in research and development expenses from the Firefly Bio acquisition and other factors.

Lilly (Eli) (LLY) · over 200% above model fair value

Q2 2026, 2026-08-05: Lilly increased its non-GAAP performance margin forecast to between 49% and 50.5%, an increase of 2 percentage points at both the low and high ends.

Merck & Co. (MRK) · 186% above model fair value

Q2 2026, 2026-08-04: MRK updated its guidance to an expected EPS of $2.66 to $2.76 with a midpoint of $2.71, which includes a $0.15 positive impact from foreign exchange.

Organon & Co. (OGN) · over 200% above model fair value

Q4 2025, 2026-02-12: The company expects manufacturing separation activities to cost approximately $100 million in 2026.

Pfizer (PFE) · over 200% above model fair value

Q2 2026, 2026-08-04: Pfizer is also reaffirming adjusted diluted EPS guidance, which absorbs an approximately $0.10 impact related to the Innovent Biologics transaction…

Akebia Therapeutics, Inc. (AKBA)

Q1 2026, 2026-05-07: In quarter 1, approximately 2/3 of all Vafseo patients were treated 3 times weekly, a frequency expected to grow in coming quarters due to these protocols.

Aurora Cannabis Inc. (ACB) · over 200% above model fair value

Q4 2026, 2026-06-11: Adjusted gross margin rose to 64%.

Biogened SA (BGD)

Q2 2026, 2026-08-14

Celon Pharma SA (CLN)

Q1 2026, 2026-05-20: Novohale will transition from the equity method to being valued at fair value as a financial asset, changing how investment results and fair value…

Neurocrine Biosciences (NBIX) · 36% above model fair value

Q2 2026, 2026-07-30: NBIX raised its full-year INGREZZA guidance from $2.7 billion to a new range of $2.825 billion to $2.875 billion based on recent performance.

United Therapeutics (UTHR) · 45% below model fair value

Q2 2026, 2026-08-07

Viatris (VTRS) · over 200% above model fair value

Q2 2026, 2026-08-06: New product revenues benefited from momentum in the higher-margin complex injectable portfolio, while North American net sales grew 1% due to…

Zoetis (ZTS) · 12% above model fair value

Q2 2026, 2026-08-06: Zoetis revised its full-year revenue guidance to a range of $9.12 billion to $9.32 billion, representing a 1% to 3% year-over-year decline due to pressure on Companion Animal franchises.

Brainscan SA (BSN)

Q4 2025, 2026-06-01

Tempus AI (TEM)

Q1 2026, 2026-05-05: The company increased its annual revenue guidance to a range of $1.59 billion to $1.6 billion because it is on track for a great year.

Veeva Systems (VEEV) · 78% above model fair value

Q2 2026, 2026-08-26: Veeva Systems introduced a simplified technical stack and pricing approach featuring a cost of $50 a user a month to provide productivity.

Centene Corporation (CNC) · 72% below model fair value

Q3 2026, 2026-10-27: Centene Corporation is on track to achieve break-even financial results in 2026, which is one year ahead of previous expectations.

Cigna (CI) · 42% below model fair value

Q2 2026, 2026-07-30: Cigna plans to exit its individual exchange business at the end of the year as part of its portfolio shaping discipline.

CVS Health (CVS) · over 200% above model fair value

Q2 2026, 2026-08-05: CVS raised its full-year adjusted operating income guidance for the Health Care Benefits segment by over $1 billion to a new range of $5.03 billion to $5.37 billion.

Elevance Health (ELV) · 24% below model fair value

Q3 2026, 2026-10-21: Elevance Health raised its 2026 adjusted diluted earnings per share guidance to at least $29 due to operating outperformance and favorable non-operating items.

Humana (HUM) · over 200% above model fair value

Q1 2026, 2026-04-29: Humana expects to double individual MA margin in 2026 adjusted for Stars.

Molina Healthcare (MOH) · 1% above model fair value

Q2 2026, 2026-07-23: 2026 EPS guidance of at least $5.25 includes $2.50 of losses not expected to recur in 2027.

UnitedHealth Group (UNH) · 31% above model fair value

Q2 2026, 2026-07-16: Total revenues were $112 billion, largely consistent with the prior year, while operating earnings of $8 billion grew 55% year-over-year.

Acadia Healthcare Company, Inc. (ACHC)

Q2 2026, 2026-07-28: As of March 31, 2026, the company had $158 million in cash and cash equivalents and approximately $565 million available under its credit facility.

Addus HomeCare Corp (ADUS) · 8% above model fair value

Q2 2026, 2026-08-04: ADUS saw its Texas fill rate climb toward the upper 80% range in Q2.

agilon health, inc. (AGL)

Q2 2026, 2026-08-05: AGL said its program improved inpatient first diagnosis rates within its network, signaling the initiative is working.

Airsculpt Technologies, Inc. (AIRS) · over 200% above model fair value

Q2 2026, 2026-08-10: AIRS will start treating patients with AlloClae later this quarter at roughly 60% gross margin, similar to existing services, and that margin has…

Constance Care SA (CCR)

Q2 2026, 2026-08-14: The company reported a 15 million reduction due to the sale of fixed assets, which impacts the reported financial results for the quarter.

DaVita (DVA) · 6% below model fair value

Q2 2026, 2026-08-04: The number of patients relying on less effective over-the-counter options such as TUMS has reduced by more than 50% this quarter.

Enel-Med SA (ENE)

Q1 2026, 2026-05-21

HCA Healthcare (HCA) · 1% below model fair value

Q3 2026, 2026-10-27: HCA expects to receive $550 million to $650 million less in Medicaid supplemental payment net benefits due to state programs receiving grandfather approvals in 2026.

Tenet Healthcare (THC) · 16% below model fair value

Q2 2026, 2026-07-24: The company expects to exceed $300 million in full-year M&A spend in 2026, driven by the core business and an increased guidance outlook.

Universal Health Services (UHS) · 64% below model fair value

Q3 2026, 2026-10-27: As of September 30, 2026, Universal Health Services had $735 million repurchase authorization available pursuant to its stock buyback program, and it…

Abbott Laboratories (ABT) · over 200% above model fair value

Q3 2026, 2026-10-21: Abbott Laboratories announced its intention to separate its nutrition business into an independent, publicly traded company.

AdaptHealth Corp. (AHCO) · 34% below model fair value

Q2 2026, 2026-08-04: AHCO's myAPP user base climbed 56% to 512,000, reflecting rapid adoption driven by the app's features and ease of use.

Adiuvo Investments SA (ADV.WA)

Q1 2026, 2026-06-01

Aethlon Medical Inc. (AEMD)

Q4 2026, 2026-06-10: AEMD's consolidated operating expenses fell 21.9% year-over-year to about $7.3 million.

Bio-Rad Laboratories (BIO) · 130% above model fair value

Q2 2026, 2026-08-04: Non-GAAP gross margin improved from 53.1% in the first quarter because favorable manufacturing absorption partially offset an unfavorable product mix.

Boston Scientific (BSX) · 50% below model fair value

Bruker (BRKR) · over 200% above model fair value

Q2 2026, 2026-08-04: Organic bookings in biopharma grew more than 20% in the second quarter due to demand for NMR, x-ray, and mass products.

Dexcom (DXCM) · 27% below model fair value

Q2 2026, 2026-07-30: The company announced a $1 billion share repurchase authorization to be executed in 2026.

Edwards Lifesciences (EW) · 45% above model fair value

Q2 2026, 2026-07-23: Edwards Lifesciences increased TMTT sales guidance to a range of $760 million to $780 million from a previous range of $740 million to $780 million.

GE HealthCare (GEHC) · 141% above model fair value

Q2 2026, 2026-07-29: Orders increased 11% and the backlog grew $2.6 billion year-over-year with a book-to-bill of 1.15x, all of which reached record levels.

Genomtec SA (GMT)

Q1 2026, 2026-06-01: The company developed technology and mobile diagnostic equipment based on a lab-on-a-chip solution to detect infectious diseases for 8,908 thousand.

GRUPA Modne Zakupy SA (GMZ)

Q1 2026, 2026-05-15: The company is planning to conduct the second stage of the investment within 45 days of receiving a readiness notice regarding the acquisition of shares in a higher capital.

Insulet Corporation (PODD) · 42% below model fair value

Q2 2026, 2026-08-05: Insulet Corporation expects 2026 revenue growth to be between 20% and 22%.

Inventionmed SA (INM)

Q2 2026, 2026-08-14: Inventionmed SA warns that the ongoing armed conflict in Ukraine may cause delays in the implementation of projects.

Medicalgorithmics SA (MDG)

Q1 2026, 2026-05-28: The parties committed to converting a loan into a commission from new client revenues and reducing the interest rate from 18.5% to 14% per annum.

Medinice SA (ICE.WA)

Q2 2026, 2026-08-28: Medinice SA faces a risk that members of its Scientific Council may resign, potentially reducing the development of new medical technologies to expand the portfolio.

Medtronic (MDT) · 77% above model fair value

Q2 2026, 2026-09-01: Medtronic raised its fiscal 2027 organic revenue growth guidance to 7.25% following strong first-quarter results.

Penumbra, Inc. (PEN) · 53% above model fair value

Q3 2025, 2025-11-05: An extra peripheral sales team was created for embolization to capitalize on rising physician interest.

Steris (STE) · 11% above model fair value

Q2 2026, 2026-08-06: Steris announced an investment of $600 million to build a new Formulated Chemistry Center of Excellence in North Carolina.

Stryker Corporation (SYK) · 23% above model fair value

Q2 2026, 2026-07-30: Stryker Corporation narrowed its full-year guidance to organic net sales growth of 8.3% to 9.3% and adjusted net earnings per share of $14.95 to $15.10.

Synektik SA (SNT) · 12% above model fair value

Q3 2026, 2026-08-05: Synektik SA secured contracts worth 423.0 million PLN in the first three quarters, representing a 72% year-on-year increase in new contract value.

Zimmer Biomet (ZBH) · 1% below model fair value

Q2 2026, 2026-08-05: Net sales grew 4.8% to $2.177 billion, with organic constant currency growth of 4.6% in the U.S. and 3.1% internationally.

Accendra Health Inc/va/ (ACH)

Q2 2026, 2026-08-10: Total debt of $1.72 billion decreased by almost $400 following a balance sheet optimization transaction, which impacts the company's financial…

Cardinal Health (CAH) · 31% below model fair value

Q2 2026, 2026-08-11: Cardinal Health set fiscal 2027 EPS guidance at $12.40 to $12.60, representing 13% to 15% growth over the baseline.

Cencora (COR) · 16% below model fair value

Q2 2026, 2026-08-05: Cencora raised its adjusted EPS guidance for fiscal 2026 to a range of $17.75 to $17.95 based on year-to-date performance and confidence in execution.

Henry Schein (HSIC) · 143% above model fair value

Q2 2026, 2026-08-04: Henry Schein's overall margins expanded as high-growth, high-margin businesses now represent almost 50% of total operating income.

McKesson Corporation (MCK) · 31% below model fair value

Q2 2026, 2026-08-05: McKesson Corporation reported that revenues from GLP 1 medications distribution rose to $15 billion in the quarter, an increase of approximately $3 billion or 24%.

Neuca SA (NEU.WA)

Q2 2026, 2026-08-27: Long-term receivables from debt transfer agreements for Neuca SA reached PLN 574 thousand.

Airway Medix SA (AWM)

Q1 2026, 2026-05-25: Subscription agreements for series H and I shares were concluded on April 8, 2025, and April 24, 2025, for a total nominal value of 6,161,439.88.

ALCON Inc. (ALC) · 7% above model fair value

Q1 2026, 2026-05-06: ALC noted pharmaceutical and OTC markets are growing a little better than cataract right now and remains confident in a 3% to 4% growth range.

Align Technology (ALGN) · 34% above model fair value

AptarGroup (ATR) · 160% above model fair value

Q2 2026, 2026-07-31: Demand for products in the pharma portfolio, including biologics and GLP-1, was above the guidance range due to attractive end markets.

Avantor, Inc. (AVTR) · over 200% above model fair value

Q2 2026, 2026-07-29: Free cash flow was $143 million, or $152 million excluding restructuring costs, with both figures ahead of expectations.

Baxter International (BAX) · over 200% above model fair value

Becton, Dickinson And Company (BDX) · 174% above model fair value

Q2 2026, 2026-08-06: BDX increased the midpoint of its adjusted EPS guidance and updated the range to $12.62 to $12.72 due to Q3 performance and productivity through BD Excellence.

Envista (NVST) · 47% above model fair value

Q2 2026, 2026-08-05: New tariffs are replacing prior ones, so second-half cost pressure should stay roughly similar.

Intuitive Surgical (ISRG) · 48% above model fair value

Q3 2026, 2026-10-20: Intuitive Surgical's third quarter SP procedure growth was 55%, driven by 50% growth in the U.S. and 40% growth in Korea, its largest SP market.

Mercator Medical SA (MRC)

Q1 2026, 2026-06-01: Revenue from the sale of goods increased by 5.5%, representing a growth of 3.6 million PLN in the first quarter of 2025.

Repligen (RGEN) · over 200% above model fair value

Q1 2026, 2026-05-05: Services grew by 30% while consumables and capital equipment also experienced growth, contributing to the company's overall performance.

ResMed| (RMD) · 16% below model fair value

Q2 2026, 2026-08-06: Fiscal year 2027 revenue growth is expected to come in between 5% and 7%.

Solventum (SOLV) · 185% above model fair value

Q2 2026, 2026-08-05: SOLV accelerated its $1 billion share repurchase program during the quarter to put the balance sheet to work as part of a balanced capital allocation…

Teleflex (TFX) · over 200% above model fair value

Q2 2026, 2026-08-06: TFX repurchased approximately 1.9 million shares for $250 million through open market transactions, which serves as an accelerated share repurchase…

The Cooper Companies (COO) · 132% above model fair value

Q2 2026, 2026-09-09: The Cooper Companies lowered revenue guidance for CooperVision due to channel inventory.

West Pharmaceutical Services (WST) · over 200% above model fair value

Q2 2026, 2026-07-23: West Pharmaceutical Services expects full-year organic revenue growth of 10% to 11% and adjusted EPS of $8.85 to $9.05.