GE HealthCare GEHC stock outlook 2026: post-GE spinoff re-rating, MRI/CT/ultrasound global positioning, contrast media moat, Siemens Healthineers vs Philips competitive analysis, and US investor tax strategy for Roth IRA and taxable accounts.
Illumina ILMN stock outlook 2026: post-GRAIL divestiture focus, NovaSeq X consumables cycle, razor-razorblade moat, MGI-Element-Ultima competitive threats, and a framework for US investors in taxable accounts, Roth IRA, and 401(k).
Dexcom (DXCM) stock analysis 2026: $4.82B TTM revenue up 16.2%, EPS +75.5% to $2.34, P/E 30.8x, GLP-1 drug interaction with CGM adoption, Stelo OTC launch, FreeStyle Libre competition, and analyst consensus Strong Buy with $81.64 target.
Boston Scientific (BSX) stock analysis 2026: TTM revenue $20.6B growing 17.4%, P/E 24.2x, 52-week range $52.52–$109.50, analyst target $83.47, WATCHMAN FLX growth, and EP system competitive dynamics.
Thermo Fisher Scientific (TMO) stock analysis for 2026: $45.2B TTM revenue, P/E 24.6x, CDMO recovery cycle, NIH budget headwinds, analyst target $611, and what the 30% drop from highs actually means for investors.
Análisis completo de Intuitive Surgical (NASDAQ: ISRG) para 2026: modelo razor-and-blade del sistema da Vinci, FDA clearance del da Vinci 5, Ion para biopsia pulmonar, competencia de Medtronic Hugo, y cómo valorar una acción de crecimiento sin dividendo desde España y Latinoamérica.