Edwards Lifesciences CorporatioNYSE: EW
Health Care · Health Care Equipment
$87.53
+0.97%
Vol: 2.4M
Research Digest
Friday, June 19, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 18No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 17Edwards Lifesciences hit a 52-week high, rising ~3% on June 16 after CMS proposed broadening Medicare coverage that would expand the TAVR market.Positive▶
On June 16, 2026, Edwards Lifesciences rose about 3% to a new 52-week high near $89 after the U.S. Centers for Medicare & Medicaid Services (CMS) proposed broadening Medicare coverage relevant to transcatheter aortic valve replacement (TAVR), Edwards' core franchise. A wider coverage policy would expand the addressable patient pool for TAVR and support the company's recently raised full-year 2026 sales and TAVR growth guidance; Edwards also recently completed its acquisition of Autus Valve Technologies. TD Cowen named Edwards its top large-cap medtech pick, raising its price target to $104 from $97 on expected TAVR market-share gains. Q1 2026 results were strong, with revenue of $1.65 billion (+12.7% constant currency) and EPS of $0.78 (+22%). The bull case is durable structural-heart growth plus a regulatory tailwind; the bear case is that the CMS proposal is not yet final and the broader analyst consensus remains more neutral (median target around $85), leaving the stock priced for execution after a strong run.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Edwards Lifesciences names Doretta Mistras new CFO effective end of May; Moody's upgrades credit rating to Baa1Neutral▶
Edwards Lifesciences announced on May 4 the appointment of Theodora 'Doretta' Mistras as CVP and CFO effective end of May 2026; she joins from Viatris where she has been CFO since March 2024. Outgoing CFO Scott Ullem steps down but stays as a strategic advisor through June 30, 2028. Moody's upgraded Edwards' credit rating to Baa1 on May 13. Shareholders approved the executive compensation package at the May 7 annual meeting. Q1 2026 revenue was $1.65B (+12.7% YoY) with EPS of $0.78 (+22% YoY), prompting raised full-year sales and EPS guidance, though shares fell 3.5% to $77.17 on May 11 on a mixed reaction. CEO Bernard Zovighian sold 36,351 shares for ~$2.83M on May 12, and CVP Donald Bobo sold shares totaling ~$1.47M on May 15.
May 20Edwards Lifesciences CEO Bernard Zovighian sold approximately $2.83 million in shares on May 12, 2026, amid CFO transition and Moody's credit rating upgrade to Baa1.Mixed▶
Edwards Lifesciences disclosed multiple insider sales this week, including CEO Zovighian's $2.83M stock sale on May 12 and CVP Donald Bobo's $1.47M sale on May 15. The company is also undergoing a CFO transition, with Theodora Mistras set to replace long-time CFO Scott Ullem at end of May. On May 13, Moody's upgraded Edwards' credit rating to Baa1, reflecting strengthening fundamentals after Q1 revenue of $1.65B (+12.7% YoY constant currency) and EPS of $0.78 (+22% YoY). The insider selling cluster creates a mixed signal versus the positive operating and credit news. Risk: continued insider selling may pressure sentiment despite raised 2026 sales outlook.
May 19Edwards Lifesciences announced new CFO appointment and received Moody's credit rating upgrade to Baa1 in May.Positive▶
Edwards announced Theodora Mistras (from Viatris) as new CFO effective end of May, replacing Scott Ullem (CFO since 2014). On May 13, 2026, Moody's upgraded Edwards' credit rating to Baa1 with stable outlook. Q1 results were strong: revenue $1.65B (+12.7% constant currency), EPS $0.78 (+22% YoY). Insider sale of 620 shares by TAVR CVP on May 18. Analysts: Barclays raised PT to $110 (Overweight), Bernstein to $96, TD Cowen reiterated Buy at $97. Bear case: CFO transition risk and high TAVR competition.
May 18No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 15Edwards Lifesciences appointed Doretta Mistras as CFO effective end of May; CEO sold $2.83M in shares on May 12.Mixed▶
Edwards Lifesciences announced the appointment of Theodora ("Doretta") Mistras as CFO effective end of May, joining from Viatris where she served as CFO since March 2024. CEO Bernard Zovighian sold 36,351 shares for $2.83M on May 12. Q1 2026 results showed revenue of $1.65B (+12.7% YoY constant currency) and EPS of $0.78 (+22% YoY), beating estimates. The company issued 2026 guidance of $6.5B-$6.9B in full-year sales and Q2 sales of $1.66B-$1.74B. Shares fell 3.5% to $77.17 on May 11 despite Q1 beat. The company presented at the BofA Global Healthcare Conference on May 12. Risk: divergent investor views on long-term growth trajectory and TAVR competitive dynamics.
May 14Edwards Lifesciences names Doretta Mistras new CFO effective end of May while CEO Zovighian sells $2.83M in sharesMixed▶
Edwards Lifesciences announced the appointment of Theodora 'Doretta' Mistras (previously CFO of Viatris) as corporate VP and CFO effective at the end of May 2026, succeeding Scott Ullem. On May 12, CEO Bernard Zovighian sold 36,351 shares for approximately $2.83 million, and also presented at the BofA Securities 2026 Health Care Conference. The company reported strong Q1 2026 results with revenue of $1.65B (+12.7% YoY constant currency) and EPS of $0.78 (+22% YoY), beating estimates. Edwards issued Q2 sales guidance of $1.66B-$1.74B and full-year guidance of $6.5B-$6.9B. Wall Street has 10 Buy ratings and zero Sell ratings on the stock. Shares traded between $78.29 and $81.36 on May 13.
May 13Edwards Lifesciences names new CFO and CEO sells $2.83M in shares amid strong Q1 momentumPositive▶
On May 12, 2026, Edwards Lifesciences announced the appointment of Theodora 'Doretta' Mistras as corporate VP and CFO effective end of May, joining from Viatris where she served as CFO since March 2024. The same day, CEO Bernard Zovighian sold 36,351 shares totaling approximately $2.83 million. Edwards participated in the BofA Securities 2026 Health Care Conference May 12 with a fireside chat at 3:40 p.m. PT. The news comes on the heels of Q1 2026 results showing 12.7% constant-currency revenue growth to $1.65 billion and 22% YoY EPS growth to $0.78, surpassing both analyst estimates and company guidance. Following strong results, TD Cowen reiterated Buy with a $97 price target and Bernstein SocGen raised its target to $96.
May 12Edwards Lifesciences Q1 revenue +12.7% to $1.65B, EPS +22%; raises 2026 outlook; new CFO appointedPositive▶
Edwards Lifesciences reported Q1 2026 revenue of $1.65 billion (up 12.7% YoY) and EPS of $0.78 (up 22%), and raised its 2026 sales growth outlook. The company named Theodora Mistras as new CFO effective end of May, succeeding Scott Ullem (CFO since 2014). Analyst sentiment is positive: TD Cowen reiterated Buy with a $97 PT; Stifel maintained Buy at $110; Bernstein SocGen raised PT to $96; Barclays raised to $110. Growth is driven by TAVR franchise expansion and TMTT product traction. Shares closed at $79.96 on May 8, up 6.9% over 52 weeks.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| EWEDWARDS | $87.53 | +0.97% | +4.3% | 28.0x | 0.85 | $54.3B |
| ABTABBOTT | $88.64 | +0.16% | +5.1% | 15.8x | 0.61 | $166.2B |
| ISRGINTUITIVE | $406.90 | +1.17% | +7.1% | 36.1x | 1.46 | $150.9B |
| SYKSTRYKER | $309.23 | +2.68% | +3.7% | 19.5x | 0.78 | $125.2B |
| MDTMEDTRONIC | $79.43 | +1.64% | +6.3% | 13.0x | 0.58 | $106.5B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.