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Source document· December 30, 2025

Zacks Industry Outlook Highlights Veracyte, IDEXX Laboratories and Intuitive Surgical

View original at finance.yahoo.com
Zacks Industry Outlook Highlights Veracyte, IDEXX Laboratories and Intuitive Surgical For Immediate Release Chicago, IL – December 30, 2025 – Today, Zacks Equity Research discusses Veracyte VCYT, IDEXX Laboratories IDXX and Intuitive Surgical ISRG…
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  • Intuitive Surgical's 2025 EPS consensus estimate is $8.65, representing 17.9% growth year-over-year

    80% confidence
  • The top 50% of Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1

    80% confidence
  • The Medical Instruments industry's five-year P/E range has been as high as 40.76X, as low as 25.73X, with a median of 32.28X

    80% confidence
  • Overall MedTech M&A activity remained below historical norms, with only 46 announced deals through November 30, 2025

    80% confidence
  • Global generative AI in the healthcare market is valued at $2.64 billion in 2025 and is expected to witness a CAGR of 35.2% through 2034

    80% confidence
  • Veracyte's 2025 EPS consensus estimate is $1.65, representing 38.7% growth from 2024

    80% confidence
  • Zacks top stock-picking strategies have averaged gains of +48.4%, +50.2%, and +56.7% per year since 2000, versus the S&P's +7.7% average annual gain

    80% confidence
  • IDEXX Laboratories' 2025 EPS consensus estimate is $12.93, representing 21.2% growth

    80% confidence
  • MedTech deal value surged to $92.8 billion in 2025, the highest level in more than a decade, driven by three mega-deals

    80% confidence
  • Intuitive Surgical holds a Zacks Rank #2 (Buy)

    80% confidence
  • Veracyte holds a Zacks Rank #1 (Strong Buy)

    80% confidence
  • IDEXX Laboratories holds a Zacks Rank #2 (Buy)

    80% confidence
  • Intuitive Surgical's 2025 sales consensus estimate is $9.92 billion, representing 18.7% growth from 2024

    80% confidence
  • Global growth is expected to remain at 3.2% in 2025 and 3.1% in 2026, below the pre-pandemic average of 3.7%

    80% confidence
  • IDEXX Laboratories' 2025 sales consensus estimate is $4.28 billion, representing 9.9% growth

    80% confidence
  • The Zacks Medical Instruments industry carries a Zacks Industry Rank #161, placing it in the bottom 33% of 243 Zacks industries

    80% confidence
  • Global AI in the healthcare market is projected to witness a CAGR of 44% from 2025 to 2032

    80% confidence
  • The Zacks Medical Instruments industry is trading at a forward 12-month P/E of 30.36X, compared with the broader industry's 21.29X and the S&P 500's 23.42X

    80% confidence
  • Veracyte's 2025 sales consensus estimate is $508.6 million, representing 14.1% growth from 2024

    80% confidence
  • Global headline inflation is expected to decline to 4.2% in 2025 and to 3.7% in 2026

    80% confidence
  • The application of AI in the diagnostics space is growing enormously, with the market expected to witness a CAGR of 20.4% by 2034

    80% confidence
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What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
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