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Medtech & diagnostics theme · 27 dossiers

Dossiers in the Medtech & diagnostics theme — 27 stocks moving on the same story.

CurrentWorked on 11 October 2026 · accelerating.

All 27 are dated research with a published kill line — the level named in advance that would prove the call wrong.

All dossiers
ADPT Adaptive Biotechnologies Corporation Medium Adaptive Biotechnologies' clonoSEQ test won NCCN and International Myeloma Society backing in September 2026, yet the shares slid to $26.09 by 8 October 2026; the Q3 report, expected around 4 November 2026, shows whether test volume… Distinct case · Medtech & diagnostics catalyst · AZTA Azenta, Inc. Medium Azenta's recovery case rests on its 9% June-quarter organic growth repeating and on an $11 million cost-cut plan announced in October; the fiscal fourth-quarter report, expected around 20 November 2026, shows whether revenue and free cash… Business pivot · Medtech & diagnostics analysed · CAI Caris Life Sciences, Inc. Medium Caris Life Sciences is growing revenue faster than its 27–28% FY2026 guidance implies, though a steep fourth-quarter 2025 comparison narrows the room for a raise; the third-quarter report expected around 4 November 2026 shows whether… Second-order beneficiary · Medtech & diagnostics catalyst · CDNA CareDx, Inc. Medium CareDx's shares have more than doubled in three months on a raised 2026 revenue guide and a higher preliminary Medicare rate for AlloSure; the third-quarter report, expected around 3 November 2026, tests whether revenue stays on track for… Event-driven · Medtech & diagnostics catalyst · CSTL Castle Biosciences, Inc. Medium Castle Biosciences' recovery rests on its TissueCypher Barrett's esophagus test growing volume 50–52% inside a $365–375 million 2026 revenue range. The third-quarter report, expected around 2 November 2026, tests both with the shares 21.7%… Distinct case · Medtech & diagnostics catalyst · DXCM DexCom, Inc. Medium DexCom's wider operating margins and analyst targets up to Barclays' $115 support the case with the shares at $84.41 on 8 October 2026; Dexcom's confirmed 29 October 2026 report shows whether fiscal 2026 revenue guidance rises above $5.250… Distinct case · Medtech & diagnostics catalyst · HAE Haemonetics Corporation Medium The 5 November 2026 second-quarter report must put a revenue figure on that rollout. Business pivot · Medtech & diagnostics catalyst · HTFL Heartflow, Inc. Medium Heartflow's AI coronary-scan revenue grew 48% in the second quarter of 2026, and its full-year outlook rose to $246–250 million. The third-quarter report, expected around 12 November 2026, tests that outlook after the shares slipped 8.8%… Theme leader · Medtech & diagnostics analysed · ISRG Intuitive Surgical, Inc. Medium Intuitive Surgical's revenue grew 19% last quarter while its shares trade 29.9% below their 52-week high; the 20 October 2026 third-quarter report shows whether procedure growth holds inside the 13.5%–15.5% full-year guidance. Theme leader · Medtech & diagnostics catalyst · NEO NeoGenomics, Inc. Medium NeoGenomics pre-announced third-quarter revenue of about $209 million, above consensus, and flagged a higher full-year guide, yet its shares slid to $16.02 after a CEO handover; the report expected 27 October 2026 shows how far guidance… Business pivot · Medtech & diagnostics · Precision biotech & therapeutics catalyst · NEOG Neogen Corporation Medium Neogen's turnaround now has numbers behind it: a first-quarter beat, a raised fiscal 2027 revenue guide of $885–890 million and a 30% margin target for fiscal 2031. Clearance of the Genomics sale to Zoetis, expected by December 2026,… Business pivot · Medtech & diagnostics analysed · RCEL Avita Medical, Inc. Medium AVITA Medical's shares closed at a $13.33 52-week high on 8 October 2026 on guidance alone: $86–89 million of 2026 revenue and fourth-quarter cash-flow breakeven. The third-quarter report, expected around 5 November 2026, shows whether… Distinct case · Medtech & diagnostics catalyst · SGHT Sight Sciences, Inc. Medium Sight Sciences' TearCare dry-eye treatment is becoming a reimbursed second revenue line beside its OMNI glaucoma devices; the third-quarter report expected around 5 November 2026 shows whether dry-eye sales support the raised $88–92… Distinct case · Medtech & diagnostics catalyst · SIBN SI-BONE, Inc. Medium SI-BONE's 15% revenue growth, new Onyx spinal implant and higher Medicare fusion payments support a recovery case; the third-quarter report, expected around 9 November 2026, shows whether revenue holds the $231–233 million 2026 outlook. Distinct case · Medtech & diagnostics analysed · SOPH SOPHiA GENETICS SA Medium SOPHiA GENETICS' cloud genomics platform is still growing faster than its guide, with Q2 revenue up 27% and a new Myriad prostate-cancer deal on 8 October 2026; the Q3 report, estimated for 3 November 2026, shows whether the $94–96 million… Second-order beneficiary · Medtech & diagnostics catalyst · XGN Exagen Inc. Medium Exagen's autoimmune-testing business is growing test volume and price per test, with the shares at $8.17 on 8 October 2026, 31.7% below their 52-week high; the third-quarter report, listed for about 11 November 2026, shows whether the… Distinct case · Medtech & diagnostics catalyst · GRAL GRAIL, Inc. Low GRAIL's shares already price in FDA approval of its Galleri cancer blood test and slipped to $132.61 on 8 October 2026 as new trial data arrived. An FDA approval for adults 50 and older before a weekly close below $106.19 settles the case. Event-driven · Medtech & diagnostics catalyst · ILMN Illumina, Inc. Low Illumina's clinical sequencing recovery is intact, but the shares slid to $264.57 on 8 October 2026 after reversing from a $309.35 intraday high on 6 October 2026; the confirmed 29 October 2026 third-quarter report must beat the… Business pivot · Medtech & diagnostics catalyst · ITGR Integer Holdings Corporation Low Integer Holdings Corporation is close to completing its $127.00 cash sale to KKR after U.S. antitrust clearance on 30 September 2026, and the 21 October 2026 shareholder vote is the last major step; the fixed payout leaves the shares… Event-driven · M&A & special situations · Medtech & diagnostics catalyst · JNJ Johnson & Johnson Low Johnson & Johnson's newer drugs are covering lost Stelara sales, yet the shares fell to $252.93 on 5 October 2026, just above $250; the 13 October 2026 third-quarter report shows whether that growth and the $101.1 billion 2026 sales… Business pivot · Oncology & immunology · Medtech & diagnostics catalyst · MYGN Myriad Genetics, Inc. Low Myriad Genetics shares trade on one broker's $8 recovery call while revenue per test is still falling; the third-quarter report, expected around 2 November 2026, shows whether pricing has bottomed. Business pivot · Medtech & diagnostics catalyst · NTRA Natera, Inc. Low Natera's Signatera test is lifting revenue 38%, but the shares fell to a $390.79 close on 8 October 2026 despite target raises from Citi and Barclays; the Q3 2026 report, estimated for 5 November–11, shows whether growth justifies the… Theme leader · Medtech & diagnostics catalyst · PSNL Personalis, Inc. Low Personalis trades as a fixed $16.25-per-share claim on Tempus AI's agreed takeover, leaving little room to beat the market; the 2 October 2026 US antitrust waiting-period expiry and any binding higher offer settle it. Event-driven · Medtech & diagnostics · Oncology & immunology analysed · QTRX Quanterix Corporation Low Quanterix's shares, at $3.21 on 8 October 2026, still trade above the $3.00 consensus target despite reduced $142–148 million 2026 revenue guidance and a new China clearance. The third-quarter report, expected around 9 November 2026, will… Distinct case · Medtech & diagnostics catalyst · RVTY Revvity, Inc. Low Revvity's case rests on AI drug-discovery customers turning a record instrument backlog into Life Sciences growth; the 3 November 2026 third-quarter report shows whether that segment returns to positive organic growth after a 37%… Second-order beneficiary · Medtech & diagnostics catalyst · TWST Twist Bioscience Corporation Low Twist Bioscience's 23% revenue growth as an AI antibody-data supplier is real, but its shares fell to a $152.05 close on 8 October 2026, 25.8% below the 5 October 2026 high, amid ARK and insider selling. The mid-November fiscal Q4 report… Second-order beneficiary · Medtech & diagnostics analysed · TXG 10x Genomics, Inc. Low 10x Genomics' shares, at $80.66 after a 17.5% one-day drop from a $97.74 high, still trade far above the business its new Atera instrument has yet to lift; the third-quarter report, expected around 4 November 2026, tests the 40-unit plan… Business pivot · Medtech & diagnostics catalyst ·
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