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2.02343133485581E-05 -0.00171991663462905 -0.000870075473988804 -2.02343133486731E-05 0.000768903907245898 0.00287327249549778 0.000303514700228602 -0.00184132251472051
Stock impact report

Tandem upgraded, Zimmer, ResMed downgraded as Baird previews MedTech in 2026 [Seeking Alpha]

ResMed Inc. (RMD) 
Last resmed inc. earnings: 4/30 04:05 pm Check Earnings Report
Company Research Source: Seeking Alpha
ResMed ( RMD ) on Tuesday, citing a path to improved sentiment and performance across the sector next year. Analysts Jeff Johnson and David Quick Insights MedTech performance in 2026 could be driven by easing tariff headwinds, improving consumer sentiment from tax bill tailwinds, and reduced concerns over cuts to Obamacare and Medicaid if a Democrat-led House follows midterms. Baird upgraded TNDM due to a favorable end market for AID systems, downgraded ZBH due to product underperformance and EPS dilution risk from M&A, and downgraded RMD due to less visibility into revenue/EPS upside and rising competition. Baird's favorite MedTech ideas heading into 2026 are Insulet, Stryker, Boston Scientific, Intuitive Surgical, iRhythm Technologies, and Merit Medical Systems. Recommended For You More Trending News Show less Read more
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