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Source document· February 3, 2026

Zacks Industry Outlook Highlights Boston Scientific, ResMed, Phibro Animal Health and BioLife Solutions

View original at finance.yahoo.com
Zacks Industry Outlook Highlights Boston Scientific, ResMed, Phibro Animal Health and BioLife Solutions For Immediate Release Chicago, IL – February 3, 2026 – Today, Zacks Equity Research discusses Boston Scientific BSX, ResMed RMD, Phibro Animal Health PAHC and BioLife Solutions BLFS…
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  • The ASC market is set to reach $205 billion by 2030

    80% confidence
  • The Zacks Medical Products industry is grappling with a challenging operating environment amid rising tariff concerns

    80% confidence
  • Real-world data has demonstrated that patients receiving GLP-1 drugs are 10-11% more likely to start CPAP therapy for sleep disorder

    80% confidence
  • Remote patient monitoring platforms are projected to reach $57 billion by 2030

    80% confidence
  • Data from STANCE trial on AGENT drug-coated balloon will help expand addressable market by three times within percutaneous coronary interventions

    80% confidence
  • The rise of GLP-1 medication is acting as a tailwind for certain medical device sectors, like CPAP therapy

    80% confidence
  • Boston Scientific is focusing on improving margins further by 150 bps over its current long-range plan

    80% confidence
  • Boston Scientific has committed to drive more-than 10% growth over the next three years

    80% confidence
  • Top 50% of Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1

    80% confidence
  • ResMed has doubled its manufacturing capabilities in the United States, ensuring less than two-day delivery for the majority of its products

    80% confidence
  • Company delivered a 310 bps improvement in gross margin during fiscal first quarter

    80% confidence
  • Company expects weighted average market growth rate to increase to 9% over the next three years from approximately 8% in 2025

    80% confidence
  • BPM products embedded in 16 approved therapies and 30+ Phase III trials

    80% confidence
  • Currently there are more than 1350 FDA-cleared AI/ML-enabled devices

    80% confidence
  • Surgical robotics poised for 10.5% CAGR

    80% confidence
  • Company faced $100 million tariff headwind in 2025

    80% confidence
  • Concomitant procedures expected to grow from 25% to over 50% of WATCHMAN cases

    80% confidence
  • Rising adoption of GLP-1 drugs is acting as a significant demand generator for ResMed

    80% confidence
  • Zacks top stock-picking strategies have blown away the S&P's +7.7% average gain per year since 2000, with average gains of +48.4%, +50.2% and +56.7% per year

    80% confidence

Data points we hold from this source

U.S. Food and Drug Administration · ai devices cleared1350 devices
What we know · the intelligence behind this page
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What we're seeing
AI Capital Boom Meets Valuation Jitters: Funding Surges While Bellwether Stocks Wobble
A dense wave of AI-sector funding (Socure, Stability AI, Emerald AI, Generalist AI, Gatik, Regent Craft and others closing rounds on the same day) and strong enterprise-automation earnings (UiPath raising full-year guidance) point to continued heavy capital deployment into AI infrastructure, fintech-adjacent AI, and agentic automation. Yet Palantir's stock fell even after winning the Army's high-profile TITAN contract, and commentary (e.g., the Alphabet bull case citing AI capex and regulatory risk) signals growing investor unease about whether current AI valuations and spending levels are sustainable.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
JPMorgan Chase & Co.
Both facts represent the same entity (JPMorgan Chase & Co.), same attribute (EPS), and same observation date (2025-12-31), which aligns with FY 2025 year-end reporting. Fact A explicitly states FY 2025 with EPS of 20.02 USD/share. Fact B has an unspecified fiscal period (N/A) but reports 4.63 USD, a significantly different value (4.3x lower). Given identical observation dates and the same metric, both facts appear intended to represent FY 2025 annual EPS. The conflicting values (20.02 vs 4.63) constitute a direct contradiction. The N/A period in Fact B suggests incomplete or corrupted metadata rather than legitimate time-period variation.
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