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EWEW

Edwards Lifesciences Corporation

$EW·$52B·Medical - Devices·Healthcare
$84.08-3.1%YTD+0.8%1Y+10.8%
Price updated 12m ago·X counts updated 2d ago
EWEW
$EWEdwards Lifesciences Corporation
$84.09-3.09%66 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $EW on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

66X posts · last 7 days
Aug 27Sep 9
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $EW's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $EW — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-09-10

The move has stalled — likely just drifts unless something new shows up.

Edwards Lifesciences flat YTD — quality medtech at 47x still working through post-TAVR-spin re-rate

Edwards Lifesciences is the global leader in transcatheter aortic valve replacement (TAVR) and critical care technologies, running a rare quality-medical-device franchise.

  • Fundamentals stack: PE 47x, Q2 revenue $1.74B up from $1.65B in Q1, gross margin 78%, operating margin 28%, ROIC 11%, free-cash yield 2.3% — margin structure is elite.
  • Chart is patient: flat YTD, up 8% over twelve months, at 58% of the 52-week range, beta 0.85 — orderly participation without a chase.
  • The full PE reflects post-spin uncertainty (critical care was spun off) and TAVR competition; the P&L is clean.

A quality medtech franchise at a full multiple; the setup rewards a longer view on structural-heart adoption.

What to watch: Q3 print Oct 29 for TAVR volume trend, TMTT segment adoption and any commentary on Boston Scientific competitive dynamics; a TAVR reacceleration would extend the run.

On the calendar: 2026-10-29 — Q3 earnings

premium multiple trailinglow betacompetitive share risk

Read the AI verdict on $EW

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Medical device specialist focused on transcatheter heart valves and hemodynamic monitoring for cardiac patients.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Devices sits in its cycle right now — and what that implies for $EW.

Medical - Devices · Healthcare

Medical device demand is recovering on procedure-volume normalisation; AI-guided minimally-invasive surgery, continuous-glucose-monitoring, and cardiac rhythm management are the structural growth segments. Supply-chain normalisation has improved gross margins across the cohort.

What this means for $EW

Direct beneficiary — Edwards Lifesciences TAVR + TMVR; structural heart procedure volume recovery, AI-guided valve implant next generation.

Industry benchmark

17-name peer basket
+9.1%YTD
+31.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
47.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
28.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
78.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$0.78$0.74+5.0%
Q1 2026Apr 23, 2026$0.78$0.73+7.0%
Q4 2025Feb 10, 2026$0.58$0.62-6.1%
Q3 2025Oct 30, 2025$0.67$0.60+12.4%
Next earningsThu, Oct 29·consensus EPS $0.73

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.7B+13.6%77.6%29.8%$0.42—
Q1 FY26$1.6B+16.7%78.2%31.2%$0.66$-21.1M
Q4 FY25$1.6B+13.3%78.3%23.6%$0.16$353.5M
Q3 FY25$1.6B+14.7%77.9%27.4%$0.50$516.2M

Forward consensus

5-year forecast · up to 22 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.8B$6.7B – $6.8B$3.00$2.97 – $3.0522
FY27$7.4B$7.2B – $7.5B$3.39$3.29 – $3.4622
FY28$8.2B$7.9B – $8.6B$3.80$3.67 – $3.8922
FY29$9.0B$8.8B – $9.2B$4.20$4.07 – $4.3214
FY30$9.8B$9.6B – $10.0B$4.62$4.48 – $4.7611

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.60%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.855-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 31Andrew M. DahlSVP, Corporate Controller544 sh$50KSellAug 28Annette BrulsCVP, EMEACLA2.6K sh$238KSellAug 26Daveen ChopraCVP, TMTT, Surgical & IHFM31.8K sh$2.9MSellAug 26Wayne MarkowitzCVP, JAPAC1.2K sh$113KSellAug 11Daniel J. LippisCVP, TAVR619 sh$57KSellJul 30Wayne MarkowitzCVP, JAPAC146 sh$13KSellJul 28Wayne MarkowitzCVP, JAPAC9.6K sh$819KSellJul 27Bernard J ZovighianCEO2.9K sh$245KSellJul 10Daniel J. LippisCVP, TAVR619 sh$57KSellJun 30Daniel J. LippisCVP, TAVR619 sh$57K
1–10 of 18
+ 27 other (10 exempts · 10 inkinds · 4 gifts · 3 awards) in window

See when $EW insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 288-K — Item 5.02: Officer or director change
AI summary

Edwards Lifesciences (EW) filed an 8-K reporting a change in the status of one of its officers or directors, with the triggering event occurring August 25, 2026. The filing covers a leadership or governance change under SEC Item 5.02. No additional details on the specific individual or nature of the change are available from the filing excerpt alone.

3New insider — initial holdingsJun 13
AI summary

Theodora Mistras filed Form 3 as a new reporting person at Edwards Lifesciences Corporation (EW), listing an address at Edwards' Irvine, CA headquarters. The event date is May 29, 2026. No securities are listed as held in the form; this is a routine initial insider ownership disclosure required upon becoming a Section 16 reporting person (likely a new officer or director appointment).

8-KOfficer or director changeMay 88-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
8-KOfficer or director changeMay 48-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 14 other (3 proxys · 2 10-Qs · 2 earnings 8-Ks · 2 11-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Edwards Lifesciences Comments on TAVR National Coverage Decisionbusinesswire.com·23h agoDid Edwards Lifesciences Corporation Insiders Breach their Fiduciary Duties to Shareholders?prnewswire.com·4d agoEdwards Lifesciences to Present at the Deutsche Bank Healthcare Summitbusinesswire.com·9d ago128,603 Shares in Edwards Lifesciences Corporation $EW Acquired by Beacon Pointe Advisors LLCdefenseworld.net·14d agoIs EW Overvalued? DCF Says Worth $53gurufocus.com·16d ago

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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