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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Travis Steed | Bank of America | 6 | 0% |
| Vijay Kumar | Evercore ISI | 6 | 0% |
| Robbie Marcus | JPMorgan | 6 | 17% |
| Larry Biegelsen | Wells Fargo | 6 | 17% |
| Josh Jennings | TD Cowen | 6 | 0% |
| Dave Roman | Goldman Sachs | 6 | 0% |
| Joanne Wuensch | Citigroup | 5 | 0% |
| Danielle Antalffy | UBS | 4 | 0% |
| Marie Thibault | BTIG | 3 | 0% |
| Matt Taylor | Jefferies | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 1 | 6 | 17% |
| Evercore ISI | 1 | 6 | 0% |
| Goldman Sachs | 1 | 6 | 0% |
| JPMorgan | 1 |
| 6 |
| 17% |
| TD Cowen | 1 | 6 | 0% |
| Bank of America | 1 | 6 | 0% |
| Citigroup | 1 | 5 | 0% |
| UBS | 1 | 4 | 0% |
Abbott grew 3.7% on a comparable basis with adjusted EPS of $1.15 up 6%, as the Exact Sciences acquisition added a cancer diagnostics platform while the EP franchise accelerated with dual PFA catheter launches. CGM growth moderated to 7.5% on tender delays and tough comparisons, though the underlying adoption trajectory remained intact. Management set a new guidance range with $5.48 EPS at the midpoint incorporating $0.20 of Exact Sciences dilution, while the Nutrition pricing reset began driving volume recovery.
Product Launch | Revenue Growth | Competitive Dynamics | Demand | Innovation & R&D | Guidance Reliability | M&A | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 2 | 2 | 2 | 1 | 1 | |
| 2025Q1 | 3 | 2 | 3 | 2 | 1 | 1 | ||
| 2025Q2 | 5 | 2 | 2 | 1 | 1 | 2 | 2 | 2 |
| 2025Q3 | 5 | 3 | 4 | 2 | 1 | 1 | 1 | |
| 2025Q4 | 4 | 1 | 4 | 1 | 2 | 1 | 1 | |
| 2026Q1 | 2 | 3 | 3 | 2 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Product Launch | 3 | 3 | 5 | 5 | 4 | 2 |
| Revenue Growth | 3 | 2 | 2 | 3 | 3 | |
| Competitive Dynamics | 2 | 2 | 4 | 1 | 3 | |
| Demand | 2 | 1 | 2 | 4 | 2 | |
| Innovation & R&D | 2 | 3 | 1 | 1 | 1 | 2 |
| Guidance Reliability | 2 | 2 | 1 | 2 | 1 | |
| M&A | 1 | 1 | 2 | 1 | 1 | |
| Regulation Policy | 1 | 1 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ABT Abbott Laboratories | 6 | +7.8% | |
| ALGN Align Technology | 6 | +6.2% | |
| BSX Boston Scientific | 6 | +11.6% | |
| DXCM DexCom | 9 | +15.1% | |
| EW Edwards Lifesciences | 9 | +16.7% | |
| MDT Medtronic | 7 | +8.8% | |
| PODD Insulet Corporation | 8 | +33.9% | |
| STE Steris | 7 | +7.3% | |
| SYK Stryker Corporation | 4 | +2.6% | |
| ZBH Zimmer Biomet | 9 | +9.3% |