StreetInsider.com News Articles

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Thu, 22 May 2025 09:10:31 -0400

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

While Q1 management commentary broadly aligned with expectations—quantifying tariff headwinds and outlining mitigation plans—the backdrop changed quickly.

A 90-day U.S.–China tariff de-escalation announced on May 12 rendered much of the forward-looking guidance "moot," Citi said.

Despite this, Citi sees core MedTech fundamentals as stable, citing continued strength in volumes, pricing, and capital expenditure. Still, stock performance was highly sensitive.

"Volatility was steep, somewhat given fundamentals, but also positioning," the analysts noted. The sector now looks ahead to Q2 results for the next

HSBC shuffles MedTech stocks, cutting 4, upgrading 2

Fri, 25 Apr 2025 09:09:36 -0400

Investing.com -- HSBC has reshuffled its ratings across the MedTech and Life Sciences sector, upgrading Siemens Healthineers AG (ETR:SHLG) and Sonova (SIX:SOON) to Buy while cutting Align Technology (NASDAQ:ALGN), Eurofins Scientific SE (EPA:EUFI), IQVIA, and Smith&Nephew (LON:SN) to Hold.

The revision comes as investors debate whether the recent correction in the sector presents a buy opportunity, or marks the start of a possible recession.

“To make the matters worse, there are few frameworks to assess the degree of multiples compression that long-duration growth names might face if