How JP Morgan’s Upgrade and 2026 Conference Spotlight Will Impact Edwards Lifesciences (EW) Investors

• Earlier this month, Edwards Lifesciences announced it will participate in the 44th Annual J.P. Morgan Healthcare Conference on January 12, 2026, featuring a presentation by CEO Bernard Zovighian and CFO Scott Ullem via a live webcast on its investor relations site.
• This high-profile conference appearance, combined with a recent JP Morgan analyst upgrade, highlights how closely the company’s cardiovascular innovation roadmap is being followed by the market.
• Building on JP Morgan’s upgraded view, we’ll examine how this increased analyst confidence may influence Edwards Lifesciences’ existing investment narrative.

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Edwards Lifesciences Investment Narrative Recap

To own Edwards Lifesciences, you need to believe in long term demand for minimally invasive heart therapies and the company’s ability to convert its innovation pipeline into profitable growth while managing rising costs. The J.P. Morgan conference appearance and analyst upgrade may sharpen near term attention on Edwards’ early TAVR indication and EVOQUE launches, but they do not materially change the key catalyst of regulatory progress or the main risks around tariffs, acquisition dilution and international competition.

The most relevant development here is J.P. Morgan’s upgrade to Overweight, with a higher US$100 price target, which reflects greater analyst confidence in Edwards’ cardiovascular technology roadmap. That upgraded view sits alongside the company’s reiterated 2025 EPS guidance of US$2.40 to US$2.50 and ongoing efforts to offset tariff and JenaValve related EPS headwinds, which remain central to how the market may judge execution as these product catalysts unfold.

However, beneath the positive analyst attention, investors should also be aware of the growing earnings pressure from tariffs and acquisition dilution, especially if...

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 an earnings increase of about $0.4 billion from $1.4 billion today.

Uncover how Edwards Lifesciences' forecasts yield a $95.37 fair value, a 11% upside to its current price.

Exploring Other Perspectives

Three fair value estimates from the Simply Wall St Community span roughly US$70.82 to US$95.37, showing how differently individuals are valuing Edwards Lifesciences today. You can weigh those views against the current focus on early TAVR approvals as a key growth catalyst and decide how that mix of opportunity and regulatory risk might shape your own expectations for the business.

Explore 3 other fair value estimates on Edwards Lifesciences - why the stock might be worth as much as 11% 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 1 key reward and 1 important warning sign 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.

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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.

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