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Raises FY26 Revenue View to $1.358B-$1.373B
Raises FY26 revenue view to $1.358B-$1.373B from $1.35B-$1.375B, consensus $1.36B.
CONMED Reports Q2 Revenue of $343.5M, Exceeds Expectations
Reports Q2 rervenue $343.5M, consensus $337.54M. "We delivered a strong second quarter, with organic constant currency net sales growth and adjusted diluted EPS that exceeded our stated expectations," said Patrick J. Beyer, CONMED's President and Chief Executive Officer. "Our net sales performance on an organic constant currency basis reflected year-over-year growth across both our Orthopedic Surgery and General Surgery product lines, as our team continued to advance our key growth platforms: AirSeal, Buffalo Filter, and BioBrace. In tandem, we made meaningful progress on several strategic priorities during the quarter, including: completing the strategic exits of our gastroenterology product offerings in keeping with our portfolio optimization strategy, refinancing a portion of our debt, and further strengthening our leadership with key appointments to our Board and executive team."
CONMED Expands AirSeal Robotic Solution Indication
CONMED Corporation announced that its AirSeal Robotic Solution is now indicated for use with Intuitive's 8 mm hex cannulas used as part of the Intuitive da Vinci 5 platform. Alongside its existing indication for Intuitive 8 mm round cannulas, the AirSeal Robotic Solution now has an expanded indication for use across Intuitive's portfolio of da Vinci X, da Vinci Xi, and da Vinci 5 robotic systems. "We are pleased to secure and announce this expanded indication for use, which was supported by extensive engineering and technical compatibility testing conducted by CONMED in collaboration with Intuitive," said Patrick Beyer, CONMED's President and Chief Executive Officer. "These efforts reflect our commitment to ensuring surgeons and hospitals are supported with the requisite compatibility data and clear product communication, while ultimately empowering them to achieve quality care for patients."
Major Averages Decline Amid Rising Geopolitical Tensions
The major averages were broadly lower as rising geopolitical tensions and another bout of semiconductor selling weigh on risk sentiment. President Donald Trump said he was reinstating a blockade on Iranian shipping through the Strait of Hormuz, even going so far in a social media post as to call the U.S. the "Guardian of the Hormuz Strait." Oil prices surged after the news, reviving concerns that higher energy costs could complicate the inflation outlook.Meanwhile, this week marks the unofficial start of second-quarter earnings season, with major U.S. banks set to report over the next several days. Investors also have an eye on upcoming June CPI and retail sales data, along with congressional testimony from Federal Reserve Chair Kevin Warsh.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Appleis suing OpenAI, accusing the ChatGPT maker and its hardware chief Tang Tan of engaging in a coordinated effort to steal secret trade information about upcoming products,MGM Resortshas been in talks over a potential deal with Barry Diller's People Incorporatedafter the media mogul offered to acquire the casino giant,Williamsin its Power Innovation joint venture from BlackstoneFirst HawaiianTriCo Bancsharesin an all-stock transactionShellSprng Energy to Aditya Birla Renewables for $1.8B2. WALL STREET CALLS:Shopifyto Buy from Hold at JefferiesBofAPapa John'sto Underperform, says management turnover raises uncertaintyAmerican Expressto Overweight from Neutral at JPMorganTravelersto Sell from Hold at TD CowenDeckers Outdoorto Buy from Hold at Jefferies3. AROUND THE WEB:Multiple states, including California, are expected to file suit today to challenge the Paramountand Warner Bros.deal, sources told CNBC's David FaberGoogleis expanding sales of its AI TPUs to external cloud providers as a lower-cost, more reliable alternative to NvidiaGPUs, intensifying competition even as Nvidia remains the dominant supplier of AI infrastructure, Information reportsDisney'slive-action "Moana" was set to collect $43M at the domestic box office from Thursday to Sunday, but originally the company had been aiming for $60M or more, NY Times reportsAT&Twill pay $184.1M to settle a lawsuit accusing the company of shortchanging 300,000 employees out of pension payments, Reuters reportsSK HynixCEO Kawk Noh-jung said he believes the global memory industry is heading into its "worst year" during its supply shortage in 2027, with the demand for memory continuing to exceed the company's ability to produce it, Reuters says4. MOVERS:Q32 Biohigher after reporting 36-week topline results from itsConmedgains afterthe company is weighing its options amid takeover interest from private equity firmsZoomInfoincreases afterOn Semifalls after TD Cowenon the stockIonis Pharmaceuticals (IONS) lower afterin its Phase 1-2 ASCEND study5. EARNINGS/GUIDANCE:Hillman Solutionsand backed its guidance for FY26LogProstyle, with EPS lower year-over-yearASMLon July 15TSMCon July 16JPMorgan Chaseon July 14INDEXES:Near midday, the Dow was down 0.20%, or 106.78, to 52,530.23, the Nasdaq was down 1.03%, or 270.88, to 26,010.73, and the S&P 500 was down 0.46%, or 34.47, to 7,540.92.
JPMorgan Maintains Neutral Rating on Conmed with $40 Price Target
JPMorgan notes that Bloomberg reported last Friday that Conmed was considering selling the company after receiving interest from private equity firms. While "hopeful" that Conmed is on an upwards trajectory after "a tough run the last few years," the firm contends that the company's fundamentals "likely make it less attractive" to a strategic buyer. However, the company's free cash flow yield and "clean financials" are likely to make it "look highly attractive to financial acquirers" and it could fit into a broader portfolio of orthopedic products, added the analyst, who has a Neutral rating and $40 price target on Conmed shares.
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