Sentiment Summary
Recent Events
First quarter 2026 earnings release and conference call, which is estimated to have a >=10% price impact, is scheduled.
Abbott's first-quarter 2026 financial results announcement and conference call on April 16, 2026, for which market analysts estimate a >=5% price impact, are scheduled.
Johnson & Johnson's Q1 2026 earnings release is scheduled for April 14, 2026, before the market opens scheduled.
U.S. Food and Drug Administration (FDA) decision on orforglipron, an oral weight-loss pill, is expected. The target action date was previously extended, and a >=10% price impact is expected.
Veritone announced on March 26, 2026, a multi-year agreement to migrate its AI solutions to Oracle Cloud Infrastructure (OCI), signaling a strategic customer win for Oracle's cloud business.
S&P Global Ratings is expected to downgrade Abbott's credit rating to 'A+' from 'AA-' on March 24, 2026, following the Exact Sciences acquisition; market analysts estimate a >=10% price impact.
On March 24, 2026, Medtronic lowered its fiscal year 2026 non-GAAP EPS guidance to a range of $5.50-$5.54, down from the previous $5.62-$5.66. The revision was due to dilution from the MiniMed IPO and a one-time charge related to the early FDA approval of the MiniMed Flex insulin pump. (Estimated 1-5% impact due to guidance revision).
On March 24, 2026, Medtronic announced an exclusive distribution agreement with Merit Medical Systems to offer the ViaVerte basivertebral nerve ablation (BVNA) system for treating chronic lower-back pain. (Estimated 1% impact due to new distribution channel).
On March 23, 2026, Medtronic announced it received expanded U.S. FDA approval for its OmniaSecure defibrillation lead for placement in the left bundle branch area, enabling its use for conduction system pacing. (Estimated 1-2% impact due to expanded product indication).