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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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What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

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

    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

  • Intuitive Surgical's 2025 EPS consensus estimate is $8.65, representing 17.9% growth year-over-year

    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

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

    80% confidence

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

    80% confidence

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

    80% confidence

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

    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

  • 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 sales consensus estimate is $4.28 billion, representing 9.9% 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

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

    80% confidence

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

    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 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

  • 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

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

    80% confidence

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

    80% confidence

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

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
Our read on the data ›
Signals we're tracking
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.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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Zacks Industry Outlook Highlights Veracyte, IDEXX Laboratories and Intuitive Surgical — Source | Via News | Via News