Edwards Lifesciences CorporatioNYSE: EW
Health Care · Health Care Equipment
$84.28
+0.93%
Vol: 4.9M
Research Digest
Friday, May 1, 2026
Edwards Lifesciences raised Q1 2026 sales guidance to 9-11% growth on strong TAVR and mitral/tricuspid therapy performance.
Edwards Lifesciences reported strong Q1 2026 results with sales growing 16.7% to $1.65 billion and raised full-year guidance to 9-11% growth. The company's transcatheter mitral and tricuspid therapy segments showed particularly strong momentum. FDA approval for the SAPIEN M3 Mitral Valve added to the positive momentum. Barclays raised its price target to $110, reflecting confidence in the company's growth trajectory. The average analyst rating is Moderate Buy with a 12-month target of $96.37.
Previous Market Intelligence
13 daysApr 30Edwards Lifesciences reports Q1 2026 revenue of $1.65B, up 16.7% YoY, driven by strong demand for transcatheter mitral and tricuspid therapies.Positive▶
Edwards Lifesciences reported Q1 2026 revenues of $1.65 billion, exceeding estimates of $1.64 billion with a 16.7% year-over-year increase. The stock rose on strong first-quarter results, highlighting growth in transcatheter mitral and tricuspid therapies and robust demand for artificial valves used in complex cardiac procedures. Analysts from Barclays, Truist, Evercore ISI, BTIG, Baird, and Piper Sandler lifted price targets by $1-6. Edwards received an average "Moderate Buy" recommendation from 28 brokerages. The company continues to invest in research and development across its four main product categories.
Apr 29Edwards Lifesciences raises FY2026 guidance after Q1 beat; EVOQUE tricuspid valve shows sustained benefitsPositive▶
Edwards Lifesciences reported Q1 2026 revenue of $1.65 billion, up 16.7% YoY, beating estimate of $1.64 billion. TAVR sales reached $1.2 billion (+14.4% YoY, +11.0% constant currency). CEO Bernard Zovighian noted dedication to solving structural heart disease. New EVOQUE transcatheter tricuspid valve replacement (TTVR) system data showed significant sustained patient benefits including lower mortality. Company raised full-year 2026 guidance. Current stock price $79.50 with P/E ratio of 43.2x raises valuation concerns despite growth potential.
Apr 16Edwards Lifesciences' SAPIEN M3 mitral valve received FDA approval on December 23 and CE Mark in April; FTC blocks Jenavalve acquisition.Mixed▶
Edwards Lifesciences' SAPIEN M3 transcatheter mitral valve replacement system received FDA approval December 23 with strong trial data (95.7% MR ≤0/1+). Q4 2025 saw sales of $1.57B (+13.3%) with TAVR sales at $1.16B (+12.0%). However, the FTC blocked the company's acquisition of Jenavalve Technology. Analysts rate EW as "Buy" with a 12-month target of $96.47, representing 19.03% upside. Stock is up 12.10% over the past year.
Apr 15Edwards Lifesciences upgraded to Buy at Wolfe Research; expects TRISCEND II 2-year EVOQUE data in Q2 2026.Positive▶
Edwards Lifesciences was upgraded to Buy at Wolfe Research on April 1, 2026, while Evercore ISI lowered price target to $92 from $94. The company guides to 2026 constant-currency sales growth of 8-10% and adjusted EPS of $2.90-$3.05. Key upcoming milestones include TRISCEND II 2-year data on EVOQUE tricuspid valve in Q2 2026.
Apr 14Edwards Lifesciences CFO Scott Ullem sold 13,000 shares on April 9; company guides 2026 sales growth of 8-10%.Positive▶
Edwards Lifesciences CFO Scott Ullem sold 13,000 shares on April 9, 2026, at an average price of $80.04. Company raised confidence in 2026 constant-currency sales growth guidance to 8-10% and adjusted EPS guidance to $2.90-$3.05. Q4 2025 sales rose 13.3% to $1.57 billion.
Apr 13Edwards Lifesciences reported EVOQUE TTVR two-year data showing sustained patient benefits and confirmed 2026 guidance of 8-10% sales growth.Positive▶
Edwards released new clinical data on EVOQUE transcatheter tricuspid valve system demonstrating significant sustained benefits including lower mortality. FDA approved SAPIEN M3 mitral valve on December 23, 2025. 2026 guidance of 8-10% sales growth with EPS of $2.90-3.05. Evercore ISI lowered price target to $92 from $94, while Wolfe Research upgraded to Buy. JenaValve acquisition blocked by FTC.
Apr 10Edwards Lifesciences stock declined 3.13% on April 9 amid insider selling; CFO sold $1.04M in shares.Negative▶
Edwards Lifesciences stock fell 3.13% on April 9 despite broader market rally, declining from $82.71 to $79.15 per share. CFO Scott Ullem sold 13,000 shares on April 9 at $80.04 per share for $1.04 million. Additional insider selling occurred on April 6 and April 2. Q1 2026 earnings are due April 22.
Apr 9Edwards Lifesciences upgraded to Overweight by JPMorgan; EVOQUE tricuspid valve shows sustained benefits at ACC conferencePositive▶
Edwards Lifesciences received analyst upgrade from JPMorgan from Neutral to Overweight with $100 price target, complementing Citigroup's Buy rating raised to $101. Company announced significant clinical data at American College of Cardiology conference for EVOQUE transcatheter tricuspid valve replacement system showing sustained patient benefits including lower mortality and near-elimination of tricuspid regurgitation. DZ BANK significantly expanded stake to 9.1 million shares. Stock up 1.08% on April 8 to $81.71. Company guides Q1 2026 EPS of $0.70-$0.76 with 8-10% sales growth despite recent quarterly miss. 21 analysts average Buy rating with $96.47 target.
Apr 8Edwards Lifesciences reports strong TAVR growth and EVOQUE tricuspid data; raises 2026 guidancePositive▶
Edwards Lifesciences reported Q4 2025 sales $1.57B (+13.3%) and TAVR sales $1.16B (+12.0%). TRISCEND II trial data on EVOQUE system showed significant tricuspid regurgitation elimination and health improvements. 2026 guidance: revenue growth 8-10%, adjusted EPS $2.90-3.05, TMTT growth 35-45% to $740-780M. Launched AI-driven imaging tools with FDA clearances. "Every Heartbeat Matters" initiative targets 2M additional patients by 2030 in low/middle-income countries.
Apr 7Evercore ISI maintains Outperform on EW; lowers PT to $92 from $94.Neutral▶
Evercore ISI maintained Outperform April 6, lowering PT $94 to $92. Top pick in medical instruments. Stock $79.50. 21 analysts target $96.47 (+19.03%).
Apr 6Edwards Lifesciences rebounds with FDA approval of SAPIEN M3 and raised FY2026 guidance.Positive▶
Edwards Lifesciences announced FDA approval of its SAPIEN M3 mitral valve replacement system, the first transcatheter therapy using a transseptal approach to receive FDA approval. Despite an FTC ruling blocking the Jenavalve Technology acquisition, Edwards raised full-year 2026 adjusted EPS guidance to $2.90-$3.05, signaling strong underlying business momentum. The company reported 2025 revenue of $6.07 billion with 11% growth, driven by robust TAVR and accelerating TMTT (transcatheter mitral valve therapy) businesses. Current stock price is $81.28 with analyst consensus of "Buy" from 21 analysts, providing an average 12-month price target of $96.47 representing 19.03% upside. Earnings will be reported on April 29, 2026. The SAPIEN M3 approval represents a significant clinical and commercial milestone for the company's structural heart franchise.
Apr 3Edwards Lifesciences raises 2026 guidance to 8-10% sales growth on strong structural heart therapies momentum.Positive▶
Edwards Lifesciences reported strong Q4 2025 results with sales up 13.3% to $1.57 billion and raised full-year 2026 guidance to 8-10% constant-currency sales growth and adjusted EPS of $2.90-$3.05. TAVR sales totaled $4.5 billion for 2025 with 12% YoY growth in Q4. Current price at $81.28 with analyst consensus Buy. Average 12-month price target is $97.12 (19.5% upside).
Apr 2Edwards Lifesciences reports Q4 2025 sales of $1.57 billion (13.3% growth) with structural heart therapies growing 40%; guides 2026 structural growth of 35-45%.Positive▶
Edwards Lifesciences reported Q4 2025 sales of $1.57 billion, up 13.3%, with adjusted EPS of $0.58. Transcatheter mitral and tricuspid therapies delivered fastest growth at 40% ($156M), with guidance for 35-45% growth in 2026. Full-year 2025 sales grew 11.5%. Q1 2026 guidance: sales $1.55-$1.63B, adjusted EPS $0.70-$0.76. CEO Bernard Zovighian emphasized differentiated strategy focusing solely on structural heart therapies. FDA approved SAPIEN M3 transcatheter mitral valve replacement system on December 23, 2025.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| ISRGINTUITIVE | $458.41 | +0.17% | +1.1% | 38.8x | 1.68 | $162.1B |
| ABTABBOTT | $89.66 | -1.25% | -11.3% | 15.0x | 0.78 | $157.8B |
| SYKSTRYKER | $296.89 | -5.79% | -5.2% | 18.8x | 0.93 | $120.7B |
| MDTMEDTRONIC | $80.38 | -0.73% | -6.2% | 13.4x | 0.76 | $104.0B |
| BSXBOSTON | $56.75 | -1.50% | -8.0% | 15.3x | 0.78 | $85.6B |
| EWEDWARDS | $84.28 | +0.93% | +2.9% | 24.8x | 0.94 | $48.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.