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Healthcare Industry News 5 February 2026 - 7 February 2026

Boston Scientific stock price slips again after earnings shock as BSX investors eye heart-rhythm sales

Boston Scientific stock price slips again after earnings shock as BSX investors eye heart-rhythm sales

Boston Scientific shares closed down 1.8% at $76.27 Friday, near post-earnings lows after a 17% plunge Wednesday on weak electrophysiology sales and a softer 2026 outlook. Trading volume reached 34.9 million shares. The stock lagged peers as the S&P 500 rose about 2%. Investors are watching early-quarter demand signals ahead of the next earnings update in late April.
Haemonetics stock slides 7% as revenue dip and hospital softness blunt raised outlook

Haemonetics stock slides 7% as revenue dip and hospital softness blunt raised outlook

Haemonetics shares dropped 7% Friday to $60.46 despite the company raising its full-year profit and cash flow outlook. Third-quarter revenue fell 2.7% to $339 million, while adjusted EPS rose to $1.31. Interventional technology revenue declined 12%, offsetting a 3% gain in plasma. Citigroup cut its price target to $75.
Molina Healthcare stock dives 27% after 2026 profit outlook reset; Medicare Advantage exit looms

Molina Healthcare stock dives 27% after 2026 profit outlook reset; Medicare Advantage exit looms

Molina Healthcare shares plunged 27% to $129.77 after the company forecast 2026 adjusted EPS of at least $5.00, far below the $13.76 analyst consensus. Management cited higher medical costs and a sharp pullback in ACA Marketplace membership. The company posted a Q4 adjusted loss of $2.75 per share and plans to exit its Medicare Advantage Part D business in 2027.
AbbVie stock rises as investors re-rank Rinvoq and Skyrizi after earnings jolt

AbbVie stock rises as investors re-rank Rinvoq and Skyrizi after earnings jolt

AbbVie shares climbed 2% to $223.45 in midday trading Friday after a volatile week. The move followed a quarterly report showing fourth-quarter net revenues up 10% to $16.62 billion and adjusted profit of $2.71 per share. Humira sales dropped 25.9% as biosimilar competition increased, while Skyrizi and Rinvoq posted gains. The company also announced new regulatory approvals and licensing deals.
Doximity (DOCS) stock slips premarket after soft outlook, CFO medical leave, new $500 million buyback

Doximity (DOCS) stock slips premarket after soft outlook, CFO medical leave, new $500 million buyback

Doximity shares fell 5.4% to $33.32 premarket after the company forecast slower growth and said CFO Anna Bryson is on medical leave. Chief Accounting Officer Siddharth Sitaram was named interim finance head. The board approved a $500 million share buyback. Fiscal Q3 revenue rose 10% to $185.1 million, but Q4 guidance was below expectations.
Novo Nordisk stock rebounds as FDA warns on illegal Wegovy copycats

Novo Nordisk stock rebounds as FDA warns on illegal Wegovy copycats

Novo Nordisk shares rose nearly 5% Friday after the FDA said it would target mass-marketed, unapproved drug copies. The move follows Hims & Hers launching a $49 compounded version of Novo’s Wegovy pill, prompting Novo to threaten legal action. The stock remains near its 52-week low after a sharp drop earlier this week. Investors await FDA enforcement and Novo’s next legal steps.
McKesson stock jumps 16% after forecast lift — traders eye the next catalyst for MCK

McKesson stock jumps 16% after forecast lift — traders eye the next catalyst for MCK

McKesson shares surged 16.5% to $957.80 after hours Thursday as the company raised its full-year adjusted earnings forecast and reported quarterly profit and revenue above Wall Street estimates. Q3 revenue reached $106.16 billion with adjusted EPS at $9.34. McKesson confirmed its planned medical-surgical unit spin-off remains on track for a 2027 IPO.
Merck stock rises 2% in New York as MRK traders size up outlook and a fresh RSV approval

Merck stock rises 2% in New York as MRK traders size up outlook and a fresh RSV approval

Merck shares rose about 2% to $120.72 Thursday after forecasting 2026 sales and profits below Wall Street estimates, citing patent expiries on older drugs. The company reported Q4 global sales of $16.4 billion and non-GAAP EPS of $2.04, and expects 2026 sales of $65.5–$67.0 billion. Health Canada approved ENFLONSIA for RSV prevention in infants. FDA review of WINREVAIR is set for September 21, 2026.
Bristol Myers Squibb stock rises on 2026 guidance as Eliquis price cut comes into view

Bristol Myers Squibb stock rises on 2026 guidance as Eliquis price cut comes into view

Bristol Myers Squibb shares rose 1.7% to $58.58 by midday Thursday, bucking a broader market decline, after the company issued a 2026 outlook projecting up to $47.5 billion in revenue. Quarterly revenue increased 1% to $12.5 billion, with growth portfolio sales up 16% and legacy drugs down 15%. The company expects Eliquis sales to rise despite U.S. price negotiations, but warned of a potential $2 billion drop in 2027 when European patents expire.
Hims & Hers (HIMS) stock whipsaws on $49 “compounded Wegovy pill” plan as Novo Nordisk threatens legal action

Hims & Hers (HIMS) stock whipsaws on $49 “compounded Wegovy pill” plan as Novo Nordisk threatens legal action

Hims & Hers Health shares surged to $29.44 before falling back to $24.41 after announcing $49 compounded semaglutide pills. Novo Nordisk said it will sue, calling the move illegal mass compounding. The FDA previously warned Hims about misleading claims on compounded semaglutide. Novo’s branded Wegovy pill will cost $199 per month.
Cardinal Health stock jumps 9% after earnings beat — what CAH investors watch next

Cardinal Health stock jumps 9% after earnings beat — what CAH investors watch next

Cardinal Health shares jumped 9% to $226.05 Thursday after the company raised its fiscal 2026 adjusted earnings forecast to $10.15-$10.35 per share. Quarterly revenue rose 19% and adjusted profit beat estimates, driven by strong specialty drug demand. CEO Jason Hollar cited double-digit profit growth across all segments. Specialty medicines, including GLP-1 drugs, contributed significantly to revenue gains.
Boston Scientific stock tries to steady after an 18% earnings drop put EP business on edge

Boston Scientific stock tries to steady after an 18% earnings drop put EP business on edge

Boston Scientific shares rose about 1% in Thursday premarket trading after plunging 17.6% Wednesday on weak electrophysiology sales and a softer 2026 outlook. Q4 electrophysiology revenue missed analyst estimates, and U.S. Watchman sales fell short. The stock traded near $76.30 after closing at $75.50. CEO Michael Mahoney said Q4 results beat internal targets but warned of challenges in the first quarter.
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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