Edwards Lifesciences' Acquisition Blocked, EPS Guidance Raised
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 10 2026
0mins
Should l Buy EW?
Source: NASDAQ.COM
Edwards Lifesciences Corp's stock fell 3.02% and hit a 20-day low amid broader market declines, with the Nasdaq-100 down 1.54% and the S&P 500 down 0.80%.
The U.S. District Court blocked Edwards Lifesciences' acquisition of JenaValve, which the company believed would benefit underserved patients. Despite this setback, Edwards raised its 2026 adjusted EPS guidance to a range of $2.90 to $3.05, exceeding analyst expectations, reflecting confidence in its future performance and ongoing commitment to innovation in heart disease treatments.
The acquisition blockage presents challenges for Edwards' market expansion strategy, but the company remains focused on advancing its SOJOURN transcatheter AR valve and enrolling patients in the JOURNEY pivotal trial, indicating a strong commitment to improving patient care.
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Analyst Views on EW
Wall Street analysts forecast EW stock price to rise
24 Analyst Rating
16 Buy
8 Hold
0 Sell
Moderate Buy
Current: 84.260
Low
84.00
Averages
96.52
High
105.00
Current: 84.260
Low
84.00
Averages
96.52
High
105.00
About EW
Edwards Lifesciences Corporation is the global structural heart company. The Company partners with clinicians and researchers and invests in research and development to improve care for those impacted by structural heart disease. Its product categories include Transcatheter Aortic Valve Replacement (TAVR), Transcatheter Mitral and Tricuspid Therapies (TMTT), and Surgical Structural Heart. It provides transcatheter heart valve replacement technologies designed for the minimally-invasive replacement of aortic heart valves. TAVR category includes the Edwards SAPIEN 3, the Edwards SAPIEN 3 Ultra and the Edwards SAPIEN 3 Ultra RESILIA systems. TMTT category includes the PASCAL Precision transcatheter repair system, EVOQUE tricuspid valve replacement system and Cardioband tricuspid valve reconstruction system. Its INSPIRIS RESILIA aortic valve, offers RESILIA tissue and VFit technology. It is managed in various geographical regions, such as United States, Europe, Japan and Rest of World.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Integration and Leadership: Following the acquisition, operations have been integrated into ISRG's European commercial organization, led by Senior Vice President Dirk Barten, aimed at improving customer responsiveness and market adaptability.
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- Longstanding Leadership: For nearly 70 years, Edwards has focused on enhancing the lives of patients with structural heart disease through breakthrough innovations and world-class clinical expertise, demonstrating its leadership in the global healthcare ecosystem.
- Charitable Impact: Since 2014, the Every Heartbeat Matters initiative and its charitable partners have impacted over 4 million underserved structural heart patients globally, showcasing the company's efforts to break down economic and geographic barriers.
- Patient-Centric Innovation: Edwards Lifesciences is dedicated to eliminating financial, systemic, and geographic barriers faced by structural heart patients through collaboration with global partners, ensuring more patients can access care that can change their life trajectories.
See More
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- Holding Changes: Following this sale, ORBIMED retains 2,153,300 shares of Terns, with a value decrease of $30.20 million, reflecting fluctuations in market expectations for its clinical pipeline.
- Market Performance: As of February 17, 2026, Terns' stock price stood at $39.58, marking an 858.4% increase over the past year, significantly outperforming the S&P 500 by 862.96 percentage points, showcasing strong market confidence in its biotech potential.
- Investor Focus: With upcoming clinical data releases, investors should monitor Terns' cash flow and trial results to assess whether its pipeline justifies the current high valuation, especially since robust data is crucial for sustaining valuation in the biotech sector.
See More
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- Position Value Change: Following this transaction, ORBIMED's position in Terns decreased to 2,153,300 shares, with a value drop of $30.20 million, indicating the market's sensitivity to fluctuations in the company's stock price.
- Asset Management Proportion: After the reduction, Terns now represents 1.78% of ORBIMED's reportable AUM, falling outside the top five holdings, which suggests a diminished significance in the investment portfolio.
- Market Performance Comparison: As of February 17, 2026, Terns' stock price stood at $39.58, reflecting an 858.4% increase over the past year, significantly outperforming the S&P 500 by 862.96 percentage points, demonstrating strong market confidence in its clinical pipeline.
See More
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- Policy Impact Analysis: The investigation primarily focused on how Edwards' Global Unilateral Pro-Innovation Policy affected the Transcatheter Aortic Valve Implantation (TAVI) market by limiting physicians' ability to engage in clinical studies, highlighting the company's dominant market position.
- Positive Market Reaction: Following the investigation's conclusion, Edwards Lifesciences' stock rose approximately 5%, reflecting increased investor confidence in the company's compliance and future market performance, potentially facilitating further growth in the TAVI market.
- Future Growth Outlook: Edwards Lifesciences projects an 8% to 10% sales growth for 2026, with earnings per share guidance of $2.90 to $3.05, demonstrating strong growth potential in the medical device sector.
See More
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