The Healthcare & MedTech Stock Atlas
Every major publicly traded U.S. healthcare specialty, mapped with live analyst sentiment, direct company links, sample portfolios from aggressive to conservative, and the emerging names with the most exponential upside.
Cardiology & Cardiovascular Devices
Pacemakers, stents, structural heart valves, and the surgical robots edging into the cath lab.
| Ticker | Company | Cap | Rating | Price | Target | What they do |
|---|---|---|---|---|---|---|
| MDT | Medtronic | Large | Buy | $81 | ~$98–$108 | Pacemakers, defibrillators, cardiac ablation tech |
| ABT | Abbott Laboratories | Large | Buy | $92.71 | ~$128 | Cardiovascular, diabetes & diagnostics conglomerate |
| BSX | Boston Scientific | Large | Hold | $42.47 | ~$115–$130 | Electrophysiology (FARAPULSE), structural heart (WATCHMAN) |
| EW | Edwards Lifesciences | Large | Mixed | $90.71 | — | Structural heart valves (TAVR), critical care monitoring |
| ATRC | AtriCure | Small | Mixed | Check live price | — | Atrial fibrillation surgical ablation devices |
| CRDL | Cardiol Therapeutics | Small | Strong Buy | $0.99 | ~$8 | Clinical-stage CBD-based anti-inflammatory heart drugs |
| OBIO | Orchestra BioMed | Small | Speculative | Check live price | — | Bioelectronic hypertension therapy (AVIM), partnered with Medtronic |
| JNJ | Johnson & Johnson (Abiomed & Shockwave) | Large | Buy | $254 | ~$257 | Owns Impella heart pumps (Abiomed) and intravascular lithotripsy (Shockwave) for calcified artery treatment |
| PEN | Penumbra | Mid | Buy-leaning | $317.63 | — | Thrombectomy systems for vascular and neurovascular clot removal |
| NARI | Inari Medical | Mid | Buy-leaning | Check live price | — | Catheter-based devices to remove blood clots in venous thromboembolism (DVT/PE) |
| SILK | Silk Road Medical | Small | Mixed | Check live price | — | TransCarotid Artery Revascularization (TCAR) system for stroke prevention |
| AORT | Artivion (formerly CryoLife) | Small/Mid | Buy-leaning | Check live price | — | Aortic disease devices, cardiac surgery grafts, and tissue products |
| LIVN | LivaNova | Mid | Mixed | Check live price | — | Cardiopulmonary bypass/perfusion systems used in open-heart surgery |
| HAE | Haemonetics | Mid | Buy-leaning | Check live price | — | Blood management and autotransfusion systems used during cardiac surgery |
| MMSI | Merit Medical Systems | Small/Mid | Buy-leaning | Check live price | — | Cardiovascular catheters, guidewires, and embolization devices |
| ANGO | AngioDynamics | Small | Mixed | Check live price | — | Vascular access devices, peripheral vascular and venous disease treatment |
| SRDX | Surmodics | Small | Mixed | Check live price | — | Drug-coated balloon technology and coatings licensed to cardiovascular device makers |
| ITGR | Integer Holdings | Mid | Buy-leaning | Check live price | — | Manufactures components (batteries, leads) used inside pacemakers and defibrillators |
| IRTC | iRhythm Technologies | Small/Mid | Buy-leaning | Check live price | — | Zio wearable patch for ambulatory cardiac arrhythmia monitoring |
| CNMD | CONMED | Small/Mid | Mixed | Check live price | — | Surgical devices used across cardiac and general surgery procedures |
| INSP | Inspire Medical Systems | Mid | Buy-leaning | $41.75 | — | Implantable neurostimulation for sleep apnea, a major cardiovascular risk factor |
| GETI-B.ST | Getinge (Stockholm-listed) | Mid/Large | Mixed | Check live price | — | Cardiopulmonary support, intra-aortic balloon pumps, surgical workflow equipment |
Orthopedics
Joint replacements, spine hardware, and the robotic navigation systems reshaping the OR.
| Ticker | Company | Cap | Rating | Price | Target | What they do |
|---|---|---|---|---|---|---|
| SYK | Stryker | Large | Buy | $304.69 | — | Orthopedic implants, Mako robotics, MedSurg |
| ZBH | Zimmer Biomet | Mid/Large | Hold | $93 | ~$98–$103 | Knee/hip implants, ROSA robotics, spine, dental |
| JNJ | J&J DePuy Synthes | Large | Buy | $254 | ~$257 | Orthopedic reconstruction & trauma |
| GMED | Globus Medical | Mid | Buy-leaning | Check live price | — | Spine implants, ExcelsiusGPS robotic spine surgery |
| SNN | Smith+Nephew | Mid | Hold | Check live price | — | Orthopedics, sports medicine, wound care |
| AXGN | Axogen | Small | Buy-leaning | Check live price | — | Peripheral nerve repair |
| ATEC | Alphatec Holdings | Small | Buy-leaning | Check live price | — | Spine surgery technology |
| ENOV | Enovis | Mid | Mixed | Check live price | — | Reconstructive & prevention/recovery orthopedics |
Diagnostics & Imaging
Lab testing networks, imaging centers, and the liquid-biopsy upstarts chasing earlier cancer detection.
| Ticker | Company | Cap | Rating | Price | Target | What they do |
|---|---|---|---|---|---|---|
| DGX | Quest Diagnostics | Large | Mixed (Hold-leaning) | $195 | ~$190–$220 | Nationwide clinical lab testing |
| LH | Labcorp | Large | Buy-leaning | Check live price | — | Lab testing & drug development services |
| GEHC | GE HealthCare | Large | Buy-leaning | $63.72 | — | MRI, CT, ultrasound imaging equipment |
| TMO | Thermo Fisher Scientific | Large | Buy | Check live price | — | Life sciences tools, diagnostics, lab equipment |
| DHR | Danaher | Large | Buy-leaning | Check live price | — | Diagnostics, life sciences, biotech tools |
| RDNT | RadNet | Small/Mid | Buy-leaning | $58 | — | Outpatient imaging + AI imaging division |
| GH | Guardant Health | Mid | Buy | $140 | — | Liquid biopsy cancer genomic testing |
| EXAS | Exact Sciences | Mid | Buy-leaning | Check live price | — | Cancer screening (Cologuard) |
| NTRA | Natera | Mid | Buy | Check live price | — | Genetic testing, prenatal & oncology |
| TXG | 10x Genomics | Small | Mixed | Check live price | — | Single-cell and spatial genomics tools |
Surgical Robotics & Broad MedTech
The da Vinci-class platforms hospitals are betting their capital budgets on.
| Ticker | Company | Cap | Rating | Price | Target | What they do |
|---|---|---|---|---|---|---|
| ISRG | Intuitive Surgical | Large | Strong Buy | $412 | ~$580–$615 | da Vinci & Ion robotic surgical platforms |
| MDT | Medtronic | Large | Buy | $81 | ~$98–$108 | Hugo robotic-assisted surgery system |
| SYK | Stryker | Large | Buy-leaning | $304.69 | — | Mako robotic orthopedic surgery |
| ZBH | Zimmer Biomet | Mid/Large | Hold | $93 | ~$98–$103 | ROSA robotic knee/hip navigation |
| ASXC | Asensus Surgical | Small | Speculative | Check live price | — | Digital laparoscopic surgical robotics |
| TMDX | TransMedics | Mid | Buy-leaning | Check live price | — | Organ transplant preservation/logistics tech |
| STAA | STAAR Surgical | Small | Mixed | Check live price | — | Implantable Collamer Lens (ICL) for vision |
Pharmaceuticals (Large-Cap)
GLP-1s, oncology blockbusters, and the patent-cliff dramas driving 2026 sentiment.
| Ticker | Company | Cap | Rating | Price | Target | What they do |
|---|---|---|---|---|---|---|
| LLY | Eli Lilly | Large (~$700B+) | Strong Buy | $1,117 | ~$1,220–$1,250 | GLP-1 obesity/diabetes drugs (Mounjaro, Zepbound) |
| JNJ | Johnson & Johnson | Large (~$565B) | Buy | $254 | ~$257 | Diversified pharma, immunology, oncology, MedTech |
| ABBV | AbbVie | Large (~$383B) | Buy/Hold | Check live price | — | Immunology post-Humira (Skyrizi, Rinvoq) |
| MRK | Merck & Co. | Large (~$302B) | Hold | Check live price | — | Keytruda oncology franchise, facing patent cliff |
| AZN | AstraZeneca | Large (~$291B) | Buy-leaning | Check live price | — | Oncology, cardiovascular/metabolic, biologics |
| PFE | Pfizer | Large | Hold | $24.29 | — | Diversified pharma, post-COVID turnaround |
| BMY | Bristol Myers Squibb | Large | Hold-leaning | Check live price | — | Oncology, immunology |
| NVO | Novo Nordisk | Large | Mixed | Check live price | — | GLP-1 drugs (Ozempic/Wegovy) |
| GILD | Gilead Sciences | Large | Buy-leaning | Check live price | — | HIV franchise, growing oncology (Trodelvy) |
| AMGN | Amgen | Large | Buy-leaning | Check live price | — | Immunology, oncology, obesity pipeline (MariTide) |
Biotech (Mid/Small-Cap)
Gene therapy, gene editing, and the autoimmune/rare-disease names with binary catalysts ahead.
| Ticker | Company | Cap | Rating | Price | Target | What they do |
|---|---|---|---|---|---|---|
| VRTX | Vertex Pharmaceuticals | Large | Buy | Check live price | — | Cystic fibrosis monopoly, Casgevy gene therapy |
| REGN | Regeneron Pharmaceuticals | Large | Buy-leaning | Check live price | — | Eylea eye drug, Dupixent (with Sanofi) |
| ARGX | argenx | Mid/Large | Buy | Check live price | — | FcRn blocker Vyvgart across autoimmune indications |
| SRPT | Sarepta Therapeutics | Mid | Hold | $18 | ~$19 | Gene therapy for Duchenne muscular dystrophy |
| NTLA | Intellia Therapeutics | Small/Mid | Speculative | Check live price | — | In vivo CRISPR gene editing |
| CRSP | CRISPR Therapeutics | Mid | Buy | Check live price | — | Casgevy gene-editing therapy (with Vertex) |
| KRYS | Krystal Biotech | Mid | Buy | Check live price | — | Gene therapy gel Vyjuvek for rare skin disease |
| RNA | Avidity Biosciences | Small/Mid | Buy-leaning | Check live price | — | RNA-targeted therapeutics |
| VERA | Vera Therapeutics | Small | Speculative | Check live price | — | Autoimmune kidney disease therapeutics |
| XENE | Xenon Pharmaceuticals | Small/Mid | Buy | Check live price | — | KV7 channel opener for epilepsy/neuro |
| VKTX | Viking Therapeutics | Small/Mid | Buy | Check live price | — | Oral & injectable GLP-1 obesity candidates |
| CRNX | Crinetics Pharmaceuticals | Small/Mid | Buy | Check live price | — | Oral therapies for endocrine disorders |
Managed Care & Health Insurers
Medical cost ratios, Medicare Advantage rates, and the 2026 sector-wide relief rally.
| Ticker | Company | Cap | Rating | Price | Target | What they do |
|---|---|---|---|---|---|---|
| UNH | UnitedHealth Group | Large | Buy | Check live price | ~$357–$450 | Largest U.S. insurer; UnitedHealthcare + Optum |
| ELV | Elevance Health | Large | Buy/Neutral | Check live price | ~$405 | Blue Cross Blue Shield plans, Medicaid/MA |
| HUM | Humana | Mid/Large | Mixed | Check live price | ~$210–$254 | Medicare Advantage-focused insurer |
| CI | Cigna Group | Large | Mixed | Check live price | ~$304–$400 | Commercial insurance + Evernorth/Express Scripts |
| CVS | CVS Health | Large | Buy-leaning | Check live price | — | Retail pharmacy, Aetna insurance, Caremark PBM |
| CNC | Centene | Mid | Mixed | Check live price | — | Medicaid/ACA marketplace insurer |
| MOH | Molina Healthcare | Mid | Mixed | Check live price | — | Medicaid/Medicare/Marketplace insurer |
| OSCR | Oscar Health | Small | Speculative | Check live price | — | Tech-driven ACA marketplace insurer |
Hospitals & Health Systems
For-profit hospital operators navigating Medicaid policy risk and wage inflation.
| Ticker | Company | Cap | Rating | Price | Target | What they do |
|---|---|---|---|---|---|---|
| HCA | HCA Healthcare | Large | Buy | $315 | ~$415–$520 | 190+ acute-care hospitals across the U.S. & England |
| UHS | Universal Health Services | Mid/Large | Buy-leaning | Check live price | — | Acute care + behavioral health hospitals |
| THC | Tenet Healthcare | Mid | Mixed | $171 | — | Hospitals, ambulatory surgery centers |
| CYH | Community Health Systems | Small | Cautious | Check live price | — | Community hospital operator |
| ACHC | Acadia Healthcare | Small/Mid | Mixed | $25 | — | Behavioral health & substance use facilities |
| DVA | DaVita | Mid | Mixed | Check live price | — | Dialysis/kidney care centers |
| EHC | Encompass Health | Mid | Buy-leaning | Check live price | — | Inpatient rehabilitation hospitals |
Healthcare IT & Digital Health
Clinical software, telehealth, and AI tools rapidly resetting margin expectations.
| Ticker | Company | Cap | Rating | Price | Target | What they do |
|---|---|---|---|---|---|---|
| VEEV | Veeva Systems | Large | Buy | Check live price | — | Cloud software for life sciences (CRM, regulatory) |
| DOCS | Doximity | Mid | Volatile / Buy-leaning | Check live price | ~$40–$65 | Physician network + AI tools (DocsGPT, Scribe) |
| TDOC | Teladoc Health | Small/Mid | Hold/Cautious | Check live price | — | Virtual care, BetterHelp mental health platform |
| PHR | Phreesia | Small/Mid | Mixed | Check live price | — | Patient intake/engagement software |
| OMCL | Omnicell | Small/Mid | Buy-leaning | Check live price | — | Medication management automation |
| HQY | HealthEquity | Mid | Mixed | Check live price | — | HSA/consumer-directed healthcare accounts |
| WAY | Waystar Holding | Mid | Buy-leaning | Check live price | — | Healthcare payments & revenue cycle software |
| TEM | Tempus AI | Mid | Speculative | Check live price | — | AI-driven precision medicine platform |
| GDRX | GoodRx Holdings | Small | Mixed | Check live price | — | Prescription discount platform |
Diabetes Care & Endocrinology Devices
CGMs and insulin pumps fighting the GLP-1 demand-destruction narrative.
| Ticker | Company | Cap | Rating | Price | Target | What they do |
|---|---|---|---|---|---|---|
| DXCM | DexCom | Mid/Large | Buy | $71 | ~$64–$95 | Continuous glucose monitoring (CGM) systems |
| PODD | Insulet | Mid/Large | Buy | $154 | ~$190 | Omnipod tubeless insulin pump |
| TNDM | Tandem Diabetes Care | Small/Mid | Buy | $23 | ~$28–$31 | t:slim X2 & Mobi insulin pumps |
| BBNX | Beta Bionics | Small | Hold/Neutral | $16 | — | iLet bionic pancreas automated insulin delivery |
| ABT | Abbott (Diabetes Care) | Large | Buy | $92.71 | ~$128 | FreeStyle Libre CGM franchise |
| SENS | Senseonics | Small | Speculative | Check live price | — | Long-term implantable CGM sensors |
Dental & Vision
Clear aligners, contact lenses, and the eye-care names riding elective-procedure demand.
| Ticker | Company | Cap | Rating | Price | Target | What they do |
|---|---|---|---|---|---|---|
| ALGN | Align Technology | Mid/Large | Mixed | $167 | — | Invisalign clear aligners, iTero scanners |
| XRAY | Dentsply Sirona | Small/Mid | Mixed | $10 | — | Dental equipment, consumables, technology |
| NVST | Envista Holdings | Mid | Buy-leaning | $30 | ~$28 | Nobel Biocare, Ormco, DEXIS dental brands |
| COO | The Cooper Companies | Large | Buy-leaning | Check live price | ~$91 | CooperVision contact lenses, CooperSurgical |
| ALC | Alcon | Large | Buy-leaning | Check live price | — | Surgical & vision care eye products |
| BLCO | Bausch + Lomb | Mid | Mixed | Check live price | — | Eye health: surgical, vision care, pharma |
| HSIC | Henry Schein | Mid/Large | Hold-leaning | Check live price | — | Distributor of dental & medical products |
| STAA | STAAR Surgical | Small | Mixed | Check live price | — | Implantable Collamer Lens (ICL) |
Sample Portfolio Mixes: Aggressive → Conservative
Four illustrative healthcare-sector tilts — purely educational examples of how the names above might be combined at different risk levels. Not a recommendation. These are hypothetical allocations for discussion purposes only and ignore your personal tax situation, time horizon, and existing holdings.
ðĨ Aggressive Growth Mix
ð Growth-Tilted Mix
⚖️ Balanced Mix
ðĄ️ Conservative / Defensive Mix
ð Emerging Companies With Potential Exponential Growth
Smaller, earlier-stage names pulled from across every specialty above that carry outsized — and outsized-risk — upside according to current Street commentary. These are higher-volatility, often pre-profit or single-catalyst companies. Treat this as a watchlist starting point, not a buy list.
CRDL — Cardiol Therapeutics
Strong Buy consensus from a small analyst panel; speculative CBD-based anti-inflammatory cardiac pipeline with Phase 3 catalysts ahead.
OBIO — Orchestra BioMed
Bioelectronic hypertension therapy partnered with Medtronic; binary upside tied to BACKBEAT trial data expected 2027.
VKTX — Viking Therapeutics
Oral & injectable GLP-1 candidates; analysts flag among the highest implied upside in cardiometabolic biotech baskets.
CRNX — Crinetics Pharmaceuticals
Oral endocrine-disorder therapies; high implied upside in recent genomics/biotech ETF rankings.
XENE — Xenon Pharmaceuticals
KV7 channel opener for epilepsy/depression; William Blair 2026 top pick with late-stage data readouts on deck.
KRYS — Krystal Biotech
Commercial-stage gene therapy (Vyjuvek) with a broader redosable gene-therapy platform; William Blair top pick.
GH — Guardant Health
Biggest analyst-estimate beat among diagnostics peers in recent earnings; liquid biopsy/MRD growth story.
RDNT — RadNet
Outpatient imaging network layering in an AI imaging division — a structural growth story beyond pure imaging volume.
TEM — Tempus AI
AI-driven precision medicine platform; high-growth, high-volatility name at the intersection of diagnostics and software.
WAY — Waystar Holding
Revenue-cycle/payments software riding hospital AI-automation adoption.
TMDX — TransMedics
Organ preservation & transplant logistics — building an end-to-end transplant ecosystem with first-mover scale.
ASXC — Asensus Surgical
Small-cap digital laparoscopic robotics name — high-risk, early-stage challenger to the ISRG/MDT duopoly.
ATEC — Alphatec Holdings
Spine-focused challenger gaining share against legacy orthopedic majors with differentiated navigation tech.
BBNX — Beta Bionics
iLet bionic pancreas — newer entrant in automated insulin delivery still scaling commercial adoption.
NVST — Envista Holdings
Fastest revenue growth of its dental peer group last quarter, with consensus price target recently raised.
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