Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inbox Gmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscription Click this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Exclusive Content from MarketBeat.com A Closer Look at Healthcare Sector Earnings: AZN vs. EW vs. ZBHReported by Nathan Reiff. Article Published: 2/12/2026. 
Key Points - AstraZeneca, Edwards Lifesciences, and Zimmer Biomet all reported earnings on the same day, but with vastly different results.
- Of these, AstraZeneca's impressive oncology medicine sales growth stands out, having driven significant top-line growth.
- Edwards and Zimmer both saw notable successes in the latest quarter, but also face sizable challenges.
- Special Report: [Sponsorship-Ad-6-Format3]
More than a simple financial check-up, earnings for companies in the healthcare sector give investors a key window into a firm's pipeline and development progress. Even well-established, stable companies can surprise with growth when a new blockbuster drug or device emerges, and earnings periods let management provide insight beyond what investors learn from FDA approvals or trial updates. When healthcare companies release earnings on the same day, it can create a busy period for investors trying to parse the important details and plan trades. On Feb. 10, 2026, three major names in the sector—AstraZeneca (NASDAQ: AZN), Edwards Lifesciences (NYSE: EW), and Zimmer Biomet (NYSE: ZBH)—all reported full-year and Q4 2025 results. Below are highlights and takeaways for healthcare investors looking to act on these updates. AstraZeneca Firms Up Cancer Business in a Strong Overall Performance U.K.-based pharma giant AstraZeneca closed 2025 by cementing its role as a go-to provider of cancer medicines, which accounted for about 44% of all product sales in the final quarter. Sales of oncology drugs like Imfinzi and Enhertu grew as much as 48% year-over-year (YOY), helping drive total revenue up 8.6% to $58.7 billion for the year. Net income rose alongside that revenue growth, climbing to $10.2 billion from $7 billion in the prior-year period, and the board declared a second interim dividend 7 cents higher than last year's. Investors will have more milestones to monitor as the company advances dozens of new drugs through clinical development. Management said about 20 Phase 3 readouts are expected in 2026, and the firm anticipates solid increases to both total revenue and core earnings per share (EPS) for the full year. In the hours after its strong results, AZN shares climbed by nearly 3%. Although 10 of 11 analysts rate AZN a Buy or equivalent, Wall Street has raised valuation questions: the consensus price target of $95.75 implies roughly a 51% downside from recent levels. TAVR Momentum Fuels Edwards Sales Growth, Though Margins and EPS Have Limits Edwards makes replacement heart valves, other surgical devices and monitoring systems. The firm's Q4 2025 results were mostly positive, with 13.3% YOY sales growth driven by strong transcatheter aortic valve replacement (TAVR) demand and uptake of the latest SAPIEN valve. However, adjusted EPS missed analyst expectations and gross profit margin fell 0.8 percentage points YOY. Despite that mixed picture, Edwards reaffirmed its prior 2026 outlook, which calls for sales growth of 8% to 10% YOY and EPS between $2.90 and $3.05. EW shares rose above $80 in after-hours trading, about 4% higher than the prior close. Around two-thirds of analysts rate EW a Buy, and the consensus price target of $96.77 implies roughly 25% upside. Orthopedic Demand Remains High, but Zimmer Faces Some Headwinds Zimmer Biomet, a maker of joint replacement systems and implants, saw its shares climb more than 3% after reporting EPS of $2.42, four cents above consensus, and revenue of $2.2 billion, up nearly 11% YOY and slightly ahead of estimates. Strong demand for orthopedic products helped drive both top- and bottom-line growth. Zimmer is shifting to concentrate more on the U.S. market, which represents roughly 60% of sales. With insured patient utilization trending upward, near-term demand for Zimmer's products should remain healthy. That said, tariffs and other external pressures could weigh on EPS and revenue in 2026. Management issued conservative guidance in the latest report, calling for adjusted EPS of $8.30 to $8.45 and free cash flow improvement of 8% to 10%. Before the earnings release, analysts were divided on Zimmer; the consensus rating was Hold, despite roughly 15% projected upside.
|
Post a Comment
Post a Comment