Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, July 28th:Calix, Inc. (CALX) : This provider of cloud and software platforms, has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 25.6% over the last 60 days.Calix’s shares gained 35.9% over the last three months compared with the S&P 500’s advance of 14.9%. The company possesses a Momentum Score  of A.Medpace Holdings, Inc. (MEDP) : This clinical resea ...

Key Takeaways ISRG gross margin dropped 210bps YoY to 67.9% due to da Vinci 5, Ion, and depreciation costs.Tariffs cut ISRG's Q2 margin by 60bps, with a projected full-year drag of 100bps on gross margin.ISRG management expects long-term margin recovery from scale, volume growth and service maturity.Intuitive Surgical (ISRG) reported a second-quarter 2025 gross margin of 67.9%, down from 70% in the prior-year period. While the company's top-line performance was solid, the margin compression highlights struc ...

 Toronto, Ontario – TheNewswire - July 28, 2025 – Ventripoint Diagnostics Ltd. (“Ventripoint” or the “Corporation”), (TSXV:VPT; OTC:VPTDF) is pleased to announce that it has received the first purchase order from Lishman Global Inc. for VMS+ technology to be used within its echocardiography image platform in the People’s Republic of China.  Lishman will use the technology within six hybrid echocardiography systems built to support technology demonstration, clinical validation, and regulatory submission to ...

CARLSBAD, Calif., July 28, 2025 (GLOBE NEWSWIRE) -- Carlsmed, Inc. (Nasdaq: CARL) (“Carlsmed”), a medical technology company pioneering AI-enabled personalized spine surgery solutions, today announced the successful completion of the first aprevo® cervical procedure on July 14, 2025 by Joseph Osorio, MD, PhD, Chief of Spine Surgery in the Department of Neurological Surgery at UC San Diego (UCSD) Health in San Diego, CA. The aprevo® devices are designed to match the unique anatomical and alignment needs of e ...

CARLSBAD, Calif., July 28, 2025 (GLOBE NEWSWIRE) -- Carlsmed, Inc. (Nasdaq: CARL) (“Carlsmed”), a medical technology company pioneering AI-enabled personalized spine surgery solutions, today announced the successful completion of the first aprevo® cervical procedure on July 14, 2025 by Joseph Osorio, MD, PhD, Chief of Spine Surgery in the Department of Neurological Surgery at UC San Diego (UCSD) Health in San Diego, CA. The aprevo® devices are designed to match the unique anatomical and alignment needs of e ...

NEW YORK, July 28, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against RxSight, Inc. (NASDAQ: RXST) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in RxSight, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases-investigations/rxsight-inc-class-action-lawsuit. Investors have until September 22, 2025, to ask the Court to ...

ST. LOUIS, July 28, 2025 (GLOBE NEWSWIRE) -- Stereotaxis (NYSE: STXS), a pioneer and global leader in surgical robotics for minimally invasive endovascular intervention, today announced that it has received U.S. Food and Drug Administration (FDA) 510(k) clearance for its groundbreaking MAGiC Sweep™ catheter. MAGiC Sweep is the world’s first robotically navigated high-density electrophysiology (EP) mapping catheter, representing a significant advancement in the technology available to diagnose and treat comp ...

OraSure Technologies (NASDAQ: OSUR ) is a company trading close to its cash value. It has virtually no debt, which results in the company having very low EV. I think the reason for this discounted pricing is dueMy investment philosophy centers on three primary areas of focus. First, I specialize in analyzing high-quality growth companies with sustainable competitive advantages and expanding market opportunities, particularly enjoying uncovering emerging growth stories before they gain widespread attention. ...

纪要涉及的行业或者公司 - 行业：中国医疗保健 [82] - 公司：迈瑞医疗（300760.SZ）、3SBio（1530.HK）、Adicon Holdings Ltd（9860.HK）等众多中国医疗保健行业上市公司 [82][84][86] 纪要提到的核心观点和论据 迈瑞医疗风险回报更新 - **调整原因**：在2025年第二季度业绩公布前进行模型调整，预计2025年第二季度销售额同比下降约20%，净亏损降幅更大；按业务板块，预计PMD、IVD和影像业务分别下降30%、28%和9% [3] - **数据调整**：2025 - 2027年预计销售额分别下调4%、4%和3%，同期经常性净利润假设分别下调6%、5%和3%，远期预测基本不变；基于DCF的目标价因滚动效应和平滑的营运资金周期保持不变 [4] 迈瑞医疗评级与目标价 - **评级**：摩根士丹利给予“增持”评级，行业观点为“有吸引力” [5] - **目标价**：目标价为人民币260元，2025年7月23日收盘价为人民币228.50元 [5] 迈瑞医疗投资论点 - **行业地位**：中国最大且最知名的医疗设备公司，产品组合多元化，积极向有利市场板块转型 [10] - **全球影响力**：全球影响力不断提升，新客户渗透、交叉销售和战略并购加速，产生高协同价值 [10] - **技术创新**：人工智能和工作流程集成解决方案的先驱，契合全球医疗科技领域的关键主题 [10] - **估值优势**：估值要求不高，近期政策逆风已基本反映在股价中；领先的规模、多元化和稳健的执行力应享有溢价 [11] 迈瑞医疗不同情景分析 - **牛市情景**：32倍2025年预期每股收益，国内行业增长强劲，迈瑞领导地位稳固，全球扩张加速，包括中国医疗设备采购复苏超预期、全球扩张和国际销售增长高于基本情景估计、新产品推出和新市场渗透超预期 [15] - **基本情景**：26倍2026年预期每股收益，收益增长符合预期，从反腐运动中稳步复苏，刺激政策的好处逐步显现，包括医院招标逐步恢复、IVD和耗材业务稳步增长、海外贡献符合预期、新产品推出和增长按计划进行 [16] - **熊市情景**：20倍2026年预期每股收益，国内销售面临长期压力，海外销售贡献低于预期，包括中国销售低于预期、IVD和耗材业务增长缓慢、产品推出延迟、贸易紧张和全球需求疲软导致海外销售放缓 [17] 投资驱动因素与风险 - **驱动因素**：全球收入敞口、政府医疗设备采购政策、医院招标趋势、海外销售势头、并购和整合里程碑、新产品推出、设备以旧换新政策带来的更强顺风、关键产品销售增长快于预期、增值并购 [20][23] - **风险因素**：政策逆风对销售和收益的长期负面影响、贸易紧张带来的潜在逆风、并购无法产生协同效应、美元/人民币汇率变化 [23] 其他重要但是可能被忽略的内容 - **摩根士丹利业务关系**：摩根士丹利与众多报告中涉及的公司有业务往来，包括投资银行服务、市场做市、提供流动性等，可能存在利益冲突 [6][30][39] - **股票评级定义**：摩根士丹利使用相对评级系统，“增持”“等权重”“未评级”“减持”不相当于“买入”“持有”“卖出”，有具体定义和对应关系 [41][43][45] - **报告更新政策**：摩根士丹利研究报告根据发行人、行业或市场的发展情况适时更新，部分报告有定期更新计划 [56] - **信息使用限制**：摩根士丹利研究报告的使用受条款和条件约束，不构成投资建议，投资者应独立评估投资并咨询财务顾问 [60][61] - **不同地区研究传播**：摩根士丹利研究在不同地区有不同的传播方式和适用对象，如在沙特阿拉伯针对成熟投资者，在阿联酋针对专业客户等 [71][75]

诉讼案件概述 - RxSight公司面临集体诉讼，指控其违反1934年证券交易法 [1] - 诉讼代表购买或获得RxSight证券的投资者 [1] 公司业务背景 - RxSight是一家商业阶段的医疗技术公司，专注于研发、制造和销售用于白内障手术的光可调节人工晶体（LAL） [3] 诉讼指控内容 - 指控公司在整个诉讼期间作出虚假或误导性陈述，未披露销售和利用率下降的“采用挑战”和结构性问题 [4] - 指控公司夸大了产品需求，导致不太可能实现2025财年先前发布的财务指引 [4] - 2025年7月8日，公司报告2025年第二季度初步财务结果，显示光传输设备（LDD）销售、LAL利用率和整体收入显著下降 [5] - 公司将2025年全年指引中值下调约4250万美元，CEO承认“过去几个季度的采用挑战是LDD停滞的主要原因” [5] - 消息公布后，RxSight股价下跌近38% [5] 诉讼参与信息 - 投资者可在2025年9月22日前提交主导原告动议 [2] - 主导原告通常是拟议集体中财务利益最大且典型的投资者，负责指导诉讼并选择律师事务所 [6] 律师事务所背景 - Robbins Geller Rudman & Dowd LLP是全球领先的证券欺诈和股东诉讼律师事务所 [7] - 该律所在过去五年中有四年在ISS证券集体诉讼服务排名中位列第一，为投资者争取最多赔偿 [7] - 2024年，该律所在证券相关集体诉讼案件中为投资者追回超过25亿美元，超过其他五家律所的总和 [7] - 该律所拥有200名律师，在10个办公室运营，曾获得历史上最大的证券集体诉讼赔偿（72亿美元） [7]