• 简

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    What Edwards Lifesciences (EW)'s Upgraded Guidance And Earnings Momentum Means For Shareholders

    Simply Wall St·12/14/2025 05:27:28
    语音播报
    • Earlier this month, Edwards Lifesciences held its Analyst/Investor Day, following a period of strong financial performance, upbeat earnings commentary, and higher guidance that has supported an Outperform view from some research providers despite ongoing insider share sales.
    • The combination of robust sales growth and an improved outlook appears to be reinforcing confidence in Edwards’ cardiovascular portfolio, even as investors weigh risks such as a high P/E ratio and potential leadership changes.
    • Next, we’ll examine how Edwards’ upgraded guidance and earnings momentum influence its existing investment narrative around TAVR and structural heart therapies.

    These 11 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.

    Edwards Lifesciences Investment Narrative Recap

    To own Edwards Lifesciences, you need to believe in long term demand for its TAVR and structural heart therapies, underpinned by ongoing innovation and execution. The recent Analyst/Investor Day, with stronger guidance and earnings momentum, largely reinforces that thesis in the near term, while the biggest current swing factor remains how quickly key TAVR and transcatheter launches translate into sustainable growth relative to a still-expensive P/E and insider selling.

    Among recent announcements, the upgrade to full year 2025 sales growth guidance toward the high end of 9% to 10% is most relevant, as it provides a concrete backdrop to the upbeat tone at Analyst/Investor Day. That higher bar matters because it connects directly to core catalysts like expanded TAVR indications and new structural heart product launches, which will need to support both revenue growth and the margins required to absorb tariff and acquisition related EPS pressures.

    Yet beneath the upbeat guidance and stronger sales, investors should be aware that rising tariffs could still weigh on margins and EPS in...

    Read the full narrative on Edwards Lifesciences (it's free!)

    Edwards Lifesciences' narrative projects $7.6 billion revenue and $1.8 billion earnings by 2028. This requires 10.0% yearly revenue growth and roughly a $0.4 billion earnings increase from $1.4 billion today.

    Uncover how Edwards Lifesciences' forecasts yield a $95.37 fair value, a 15% upside to its current price.

    Exploring Other Perspectives

    EW 1-Year Stock Price Chart
    EW 1-Year Stock Price Chart

    Two Simply Wall St Community fair value estimates cluster between US$84.32 and US$95.37 per share, underscoring how differently individual investors can size up Edwards. You can set those views against the current focus on TAVR and structural heart catalysts, which may affect how comfortably the business can absorb tariff and acquisition related earnings headwinds over time.

    Explore 2 other fair value estimates on Edwards Lifesciences - why the stock might be worth as much as 15% more than the current price!

    Build Your Own Edwards Lifesciences Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Edwards Lifesciences research is our analysis highlighting 2 key rewards that could impact your investment decision.
    • Our free Edwards Lifesciences research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Edwards Lifesciences' overall financial health at a glance.

    Searching For A Fresh Perspective?

    Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.