After-Hours Surge in GMED, TNDM, ICUI, ORGO, SKIN, TXG Fueled by Q3 Results
Globus Medical Earnings Surge: Globus Medical's stock rose 24.37% after reporting a Q3 net income of $119 million and raising its 2025 revenue outlook to $2.86-$2.90 billion, with non-GAAP EPS guidance increased to $3.75-$3.85.
Tandem Diabetes Care Recovery: Tandem Diabetes Care's stock rebounded 20.03% after narrowing its Q3 net loss to $21.2 million and reaffirming its 2025 sales guidance of approximately $1 billion.
Organogenesis Holdings Growth: Organogenesis Holdings saw a 19.28% increase in stock price following a Q3 net income of $21.6 million and an updated 2025 revenue forecast of $500-$525 million.
ICU Medical and 10x Genomics Updates: ICU Medical's stock rose 14.14% after narrowing its Q3 net loss, while 10x Genomics advanced 8.92% despite a Q3 net loss, with both companies revising their 2025 guidance.
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- Rating Upgrade: Needham upgraded Globus Medical Inc. (NYSE:GMED) from Hold to Buy with a price target of $112, reflecting positive expectations for the company's financial performance following its preliminary fourth-quarter revenue announcement.
- Improved Earnings Outlook: Analysts at Needham highlighted expanding EBITDA margins, particularly an estimated 20% EBITDA margin for Nevro, which is expected to drive earnings expectations for fiscal 2026, potentially lifting earnings per share guidance by a high-single to low-double digit percentage.
- Organic Growth Potential: The analysts believe that improving organic revenue growth could lead to upside relative to Globus's existing revenue guidance, further enhancing investor confidence in the company's prospects.
- International Market Expansion: On January 26, TD Cowen initiated coverage on Globus with a Buy rating and a $110 price target, noting growth opportunities in its Nevro segment, international market expansion, and enabling technologies, despite facing significant negative sentiment, the long-term earnings outlook remains favorable.
- Share Sale Details: Geneva Capital Management sold 95,151 shares of Ollie's Bargain Outlet in Q4 2026, with an estimated transaction value of $11.47 million, demonstrating the firm's adaptability amid market fluctuations.
- Ownership Percentage Change: Following the sale, Geneva's stake in Ollie's decreased from 2.34% to 2.13%, indicating a cautious approach towards the stock while still retaining a degree of investment confidence.
- Market Performance Analysis: As of February 11, 2026, Ollie's shares were priced at $113.75, reflecting a 10% increase over the year, yet underperforming the S&P 500 by 4.39 percentage points, suggesting mixed market expectations for future growth.
- Expansion Plans: Ollie's opened 86 new stores and acquired Big Lots in fiscal 2025, showcasing its commitment to expansion in an uncertain economic environment, potentially laying the groundwork for future revenue growth.
- Analyst Rating Updates: Top Wall Street analysts have adjusted their ratings on several companies, reflecting a shift in market sentiment that could influence investor decisions and market trends.
- Overview of Changes: The rating changes include upgrades, downgrades, and new initiations, showcasing analysts' responsiveness to market dynamics, which may prompt investors to reassess their portfolios.
- Investor Focus: For those considering buying LUV stock, analysts' perspectives will serve as a crucial reference, impacting their timing and strategy, potentially affecting the stock's short-term performance.
- Market Information Source: This information is provided by Benzinga, highlighting the significance of analyst ratings in investment decisions, urging investors to monitor these changes to optimize their investment strategies.
- Market Size Forecast: The report indicates significant growth in the bone grafts and substitutes market projected by 2036, with detailed intervention volumes and market value data across 39 countries aiding strategic decision-making for businesses.
- Product Segmentation Analysis: It provides an in-depth analysis of various bone graft substitutes, including allograft bone chips and bone morphogenetic proteins, offering insights into market share and average selling prices to help companies optimize their product portfolios.
- Competitive Dynamics Insights: Through SWOT analysis and exploration of competitive dynamics, the report reveals the market positions of key players such as Medtronic and Stryker, assisting investors in identifying potential investment opportunities.
- Market Access Strategies: Additionally, the report offers detailed information on market access, including reimbursement policies and regulatory landscapes, enabling companies to formulate effective market entry strategies in a complex environment.
- Executive Sell-off: On January 8, 2026, Globus Medical's CFO Kyle Kline sold 3,594 shares, which may raise concerns about the company's future performance, as executive sell-offs are often perceived as negative signals regarding company outlook.
- Market Reaction: While the specific sale price was not disclosed, executive stock transactions can significantly impact investor confidence, potentially leading to short-term stock price volatility, prompting investors to closely monitor subsequent market developments.
- Governance Concerns: Such executive sell-offs may trigger scrutiny of the company's governance structure, particularly regarding transparency and executive stock incentives, possibly prompting the company to enhance internal governance measures to maintain investor trust.
- Investor Strategy Adjustment: Investors may reassess their investment strategies in Globus Medical based on this news, especially in the current market environment, necessitating caution regarding the potential risks associated with executive sell-offs.
- Market Volatility: The S&P 500 Index closed up 0.01% while the Dow Jones Industrial Average rose 0.55%, and the Nasdaq 100 fell 0.57%, indicating mixed market performance amid weakness in tech stocks.
- Economic Data Impact: Initial jobless claims in the US rose by 8,000 to 208,000, lower than the expected 212,000, suggesting a strong labor market that could influence Fed policy in a hawkish direction.
- Military Spending Expectations: President Trump announced plans to increase the US military budget by 50% to $1.5 trillion by 2027, leading to a rally in defense stocks, with AeroVironment rising over 8%.
- Energy Market Rebound: Energy producers surged as WTI crude oil prices rose by more than 3%, with APA Corp leading gains in the S&P 500, up over 8%.










