BAX Baxter International stock outlook 2026. A qualitative look at the post-Vantive business mix, hospital capex sensitivity in Healthcare Systems & Technologies, competition from Fresenius, B. Braun and Becton Dickinson, the dividend track record, and the deleveraging story.
Alnylam Pharmaceuticals (ALNY) stock outlook 2026. A qualitative look at the RNAi/siRNA platform, the four-product commercial franchise, the Amvuttra opportunity in ATTR cardiomyopathy versus Pfizer's tafamidis and BridgeBio's acoramidis, the Novartis/Roche/Regeneron royalty model, nucresiran's late-stage trials, and the path to sustained profitability.
ZBH Zimmer Biomet stock outlook 2026. Comprehensive analysis of the knee and hip implant franchise, ROSA surgical robot competition against Stryker Mako, China VBP pricing pressure, and US investor tax strategy for this defensive medical device play.
Fiserv (NYSE: FI) stock analysis for 2026: Clover POS platform growth, merchant acquiring, bank core processing, competitive analysis vs. FIS and Global Payments, and tax treatment for US investors in Roth IRA and taxable accounts.
GPN Global Payments stock outlook 2026. Deep analysis of the Issuer Solutions separation strategy, merchant software moats, competition with Fiserv and FIS, and how US investors should think about this restructuring play.
MSCI Inc. stock analysis for 2026: index licensing AUM fees, ESG and analytics growth, competitive moat vs. FTSE Russell and S&P DJI, risk matrix, and US tax treatment for Roth IRA and taxable accounts.