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Posted by Defense World Staff on Apr 5th, 2026

Stratos Wealth Advisors LLC increased its position in Tidewater Inc. (NYSE:TDW – Free Report) by 29.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 48,742 shares of the oil and gas company’s stock after purchasing an additional 11,052 shares during the quarter. Stratos Wealth Advisors LLC owned approximately 0.10% of Tidewater worth $2,462,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Blume Capital Management Inc. lifted its holdings in shares of Tidewater by 128.3% in the 3rd quarter. Blume Capital Management Inc. now owns 525 shares of the oil and gas company’s stock worth $28,000 after buying an additional 295 shares during the period. Hantz Financial Services Inc. increased its stake in shares of Tidewater by 401.0% during the third quarter. Hantz Financial Services Inc. now owns 516 shares of the oil and gas company’s stock valued at $28,000 after buying an additional 413 shares during the period. EverSource Wealth Advisors LLC raised its holdings in shares of Tidewater by 701.6% in the second quarter. EverSource Wealth Advisors LLC now owns 994 shares of the oil and gas company’s stock valued at $46,000 after acquiring an additional 870 shares in the last quarter. Headlands Technologies LLC bought a new stake in shares of Tidewater in the second quarter valued at about $47,000. Finally, Wexford Capital LP purchased a new stake in Tidewater in the third quarter worth about $56,000. 95.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling In other news, EVP Samuel R. Rubio sold 22,461 shares of the company’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $80.05, for a total transaction of $1,798,003.05. Following the transaction, the executive vice president directly owned 60,066 shares of the company’s stock, valued at approximately $4,808,283.30. This represents a 27.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Daniel A. Hudson sold 5,195 shares of the stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $80.56, for a total value of $418,509.20. Following the sale, the executive vice president owned 45,971 shares of the company’s stock, valued at approximately $3,703,423.76. This represents a 10.15% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 52,656 shares of company stock valued at $4,079,112 in the last three months. 6.60% of the stock is currently owned by corporate insiders.

Tidewater Price Performance Shares of TDW stock opened at $84.38 on Friday. The stock’s 50-day moving average is $74.32 and its 200 day moving average is $60.95. Tidewater Inc. has a 1-year low of $31.17 and a 1-year high of $88.99. The company has a debt-to-equity ratio of 0.48, a current ratio of 2.90 and a quick ratio of 2.78. The company has a market cap of $4.18 billion, a P/E ratio of 12.63 and a beta of 0.56.

Tidewater (NYSE:TDW – Get Free Report) last released its quarterly earnings results on Monday, March 2nd. The oil and gas company reported $4.41 EPS for the quarter, beating the consensus estimate of $0.77 by $3.64. Tidewater had a net margin of 24.74% and a return on equity of 12.34%. The business had revenue of $336.80 million during the quarter, compared to analyst estimates of $329.39 million. During the same period in the prior year, the firm posted $0.70 earnings per share. The company’s quarterly revenue was down 2.4% on a year-over-year basis. Research analysts predict that Tidewater Inc. will post 3.25 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In A number of research firms have commented on TDW. Barclays started coverage on shares of Tidewater in a research report on Wednesday. They set an “equal weight” rating and a $80.00 target price on the stock. Raymond James Financial set a $117.00 price target on shares of Tidewater in a research report on Tuesday, March 3rd. Weiss Ratings reiterated a “hold (c)” rating on shares of Tidewater in a research note on Monday, December 29th. Dawson James reissued an “outperform” rating on shares of Tidewater in a report on Tuesday, March 3rd. Finally, Zacks Research raised shares of Tidewater from a “strong sell” rating to a “hold” rating in a research note on Monday, January 12th. Two equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $87.33.

View Our Latest Stock Report on Tidewater

About Tidewater (Free Report)

Tidewater Inc is a leading global provider of offshore marine support vessels, serving the energy sector with a focus on the oil and gas industry. Headquartered in Houston, Texas, the company operates a diverse fleet of platform supply vessels (PSVs), anchor handling tug supply vessels (AHTSs), crew boats and other specialized vessels designed to support offshore drilling, production and construction activities.

The company’s fleet is equipped to handle a range of maritime services, including the transport of personnel, equipment and bulk materials; anchor handling and mooring operations; and subsea construction support.

Read More Five stocks we like better than Tidewater Want to see what other hedge funds are holding TDW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Tidewater Inc. (NYSE:TDW – Free Report).

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HOUSTON--(BUSINESS WIRE)--Tidewater Inc. (NYSE: TDW) (“Tidewater” or the “Company”) announced today that it will release financial results for the three months ending March 31, 2026, on Monday, May 4, 2026 after market close. An earnings conference call has been scheduled for Tuesday, May 5, 2026, at 8:00 a.m. Central Time, during which President and Chief Executive Officer Quintin Kneen will discuss results for the three months ending March 31, 2026. Investors and interested parties may listen.

What happenedAccording to a recent SEC filing dated April 30, 2026, Villere St Denis J & Co LLC reduced its exposure to Tidewater (TDW +0.71%) by 134,355 shares. The estimated transaction value, calculated using the quarter’s average closing price, is approximately $9.34 million. The quarter-end value of the position shifted by $2.89 million, which accounts for both share reduction and market price changes. The fund now holds 292,866 shares, worth $24.47 million.

What else to knowThe fund sold shares, leaving Tidewater at 2.7% of 13F assets under managementTop holdings after the filing include:NYSE:CVX: $40.36 million (4.5% of AUM)NASDAQ:LGND: $37.71 million (4.2% of AUM)NYSE:JPM: $37.69 million (4.2% of AUM)NYSE:V: $34.93 million (3.9% of AUM)NYSE:LMT: $32.86 million (3.6% of AUM)As of April 29, 2026, shares were priced at $88.33, up 134.8% over the past year, outperforming the S&P 500 by 106.47 percentage pointsCompany OverviewMetricValueRevenue (TTM)$1.35 billionNet Income (TTM)$333.45 millionPrice (as of market close 2026-05-01)$87.85One-Year Price Change135.1%Company SnapshotProvides offshore marine support and transportation services, including platform supply vessels, anchor handling tug supply vessels, and specialized marine services for oil, gas, and windfarm projects.Generates revenue primarily through the operation and chartering of its fleet, supporting exploration, development, and production activities in the offshore energy sector.Serves a global customer base of oil and natural gas companies, independent exploration and production firms, government-controlled organizations, and offshore construction and windfarm development companies.Specializing in offshore marine support, Tidewater serves global energy clients across oil, gas, and windfarm projects. Tidewater Inc. is a leading provider of marine support services to the offshore energy industry, operating a diversified global fleet. The company's scale and specialized capabilities position it to support both traditional oil and gas operations as well as the growing offshore wind sector. Its broad customer base and focus on operational excellence contribute to a resilient and competitive business model.

What this transaction means for investorsVillere St Denis sold about 31% of its Tidewater stake during the first quarter, but this could have been a rebalancing decision. The firm’s largest position makes up just 4.5% of the portfolio.

Tidewater stock is up by about 73.9% in 2026. It looks like Villere St Denis reduced its stake after the stock spiked in early March. Despite reducing its shares by nearly a third, the position’s value grew by 13% during the first quarter.

Tidewater will report results from the three months ended March 31 on Monday, May 4, after the market closes. It didn’t need a spike in oil prices to report strong profits. In 2025, the company recorded $426 million in free cash flow from just $1.35 billion in total revenue.

Tidewater guided 2026 revenue to a range between $1.43 billion and $1.48 billion when it reported fourth quarter results on March 2, 2026. Investors will be expecting a positive guidance revision due to spiking global oil prices.

JPMorgan Chase is an advertising partner of Motley Fool Money. Cory Renauer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Chevron, JPMorgan Chase, and Visa. The Motley Fool recommends Lockheed Martin. The Motley Fool has a disclosure policy.

Tidewater (TDW - Free Report) came out with quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.83 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -84.00%. A quarter ago, it was expected that this offshore energy services provider would post earnings of $0.65 per share when it actually produced earnings of $0.33, delivering a surprise of -49.23%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Tidewater, which belongs to the Zacks Oil and Gas - Integrated - United States industry, posted revenues of $326.22 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 2%. This compares to year-ago revenues of $333.44 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Tidewater shares have added about 73.9% since the beginning of the year versus the S&P 500's gain of 5.6%.

What's Next for Tidewater?While Tidewater has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Tidewater was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.77 on $336.58 million in revenues for the coming quarter and $4.04 on $1.46 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Oil and Gas - Integrated - United States is currently in the top 21% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Cactus, Inc. (WHD - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 6.

This company is expected to post quarterly earnings of $0.57 per share in its upcoming report, which represents a year-over-year change of -21.9%. The consensus EPS estimate for the quarter has been revised 0.5% higher over the last 30 days to the current level.

Cactus, Inc.'s revenues are expected to be $380.81 million, up 35.9% from the year-ago quarter.

On May 21, 2026, Tidewater Inc TDW shares fell 4.0% today, bringing the current price to $81.20. The stock has traded between a 52-week high of $93.13 and a low of $38.24. The recent downturn marks a 3.2% decline over the past month, although it has seen a remarkable 60.8% increase year-to-date and a significant 104.4% rise over the past year.

GF Value™ verdict: Current price is $81.20, which is 1.9% below the GF Value™ of $82.75.GF Score™ of 77/100 indicates that TDW is rated above average in terms of its investment potential.Most notable signal: Insiders sold $3.4M in stock over the last three months, indicating a lack of buying interest. Is TDW Overvalued or Undervalued? With a current price of $81.20 and a GF Value™ of $82.75, Tidewater Inc appears to be slightly undervalued at approximately 1.9%. This margin of safety suggests that there may be a small opportunity for investors, but it is essential to remain cautious given the overall market dynamics and the recent decline in the stock price. The GF Valuation label categorizes TDW as fairly valued, indicating that while the stock is undervalued based on GF Value™, it may not present a compelling bargain given the economic environment and other signals from the market.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. The slight undervaluation may offer investors some upside potential; however, the broader market sentiment and recent insider selling should be considered carefully before making any investment decisions.

How Does TDW's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 13.6x 17.9x Forward P/E 24.1x N/A The current P/E ratio of 13.6x is significantly below its 5-year median P/E of 17.9x, suggesting that the stock is trading at a discount compared to its historical valuation. This analysis aligns with the GF Value™ verdict, reinforcing the notion that TDW may be undervalued relative to its past performance.

What Does TDW's GF Score™ Tell Us? Metric Rating GF Score™ 77 Financial Strength 7/10 Profitability 5/10 Growth 8/10 Valuation 7/10 Momentum 3/10 The GF Score™ of 77/100 indicates that Tidewater Inc has solid performance potential, with strengths in Financial Strength (7/10) and Growth (8/10). However, the Profitability rank (5/10) and a low Momentum rank (3/10) highlight areas of concern. The overall score suggests that while TDW shows promise, specifically in financial resilience and growth prospects, its profitability and recent momentum may warrant further scrutiny.

What Are Insiders Doing with TDW Stock? In the past three months, insiders of Tidewater Inc have sold a total of $3.4 million worth of shares, with no reported buying activity. This pattern of selling could indicate a lack of confidence among insiders regarding the stock's short-term prospects. While insider selling does not inherently signal a negative outlook, it is often viewed as a cautionary signal that investors should consider.

What This Means for Investors Based on the GF Value™ analysis, Tidewater Inc TDW is currently fairly valued, with a slight indication of undervaluation at 1.9%. While this presents a potential opportunity for investors, caution is advised due to recent insider selling and overall market conditions. Investors should weigh these factors when considering their position in TDW.

For the complete analysis, visit the Tidewater Inc TDW stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is TDW's GF Score™?

The GF Score™ for Tidewater Inc is 77/100, indicating that it is rated above average in terms of investment potential based on various key aspects.

Is TDW overvalued or undervalued?

According to GF Value™, TDW is slightly undervalued at 1.9% below its fair value of $82.75, suggesting some potential upside.

What is TDW's P/E ratio?

The current P/E ratio for Tidewater Inc is 13.6x, which is significantly below its 5-year median P/E of 17.9x, reinforcing the view that the stock may be undervalued relative to its historical performance.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Wall Street expects a year-over-year increase in earnings on higher revenues when Globus Medical (GMED - Free Report) reports results for the quarter ended March 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 7. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis medical device company is expected to post quarterly earnings of $0.92 per share in its upcoming report, which represents a year-over-year change of +35.3%.

Revenues are expected to be $730.32 million, up 22.1% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Globus Medical?For Globus Medical, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.91%.

On the other hand, the stock currently carries a Zacks Rank of #1.

So, this combination makes it difficult to conclusively predict that Globus Medical will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Globus Medical would post earnings of $1.06 per share when it actually produced earnings of $1.28, delivering a surprise of +20.75%.

Over the last four quarters, the company has beaten consensus EPS estimates three times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Globus Medical doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

An Industry Player's Expected ResultsAnother stock from the Zacks Medical - Instruments industry, Integra LifeSciences (IART - Free Report) , is soon expected to post earnings of $0.41 per share for the quarter ended March 2026. This estimate indicates no change from the year-ago quarter. Revenues for the quarter are expected to be $381.46 million, down 0.3% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for Integra has remained unchanged. Nevertheless, the company now has an Earnings ESP of +0.82%, reflecting a higher Most Accurate Estimate.

When combined with a Zacks Rank of #3 (Hold), this Earnings ESP indicates that Integra will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

PRINCETON, N.J., May 05, 2026 (GLOBE NEWSWIRE) -- Integra LifeSciences Holdings Corporation (Nasdaq: IART), a leading global medical technology company, today reported financial results for the first quarter ending March 31, 2026.

First Quarter 2026 Highlights

First quarter revenues of $391.9 million increased 2.4% on a reported basis and 1.3% on an organic basis compared to the prior year. First quarter GAAP earnings per diluted share of $(0.06), compared to $(0.33) in the prior year. Adjusted earnings per diluted share of $0.54, compared to $0.41 in the prior year.Reaffirming 2026 full year revenue guidance of $1.662 billion to $1.702 billion and updating 2026 adjusted earnings per share guidance from a range of $2.30 to $2.40 to a range of $2.40 to $2.50. As noted in a separate press release issued this morning, Stuart Essig has been appointed as Integra’s next President and Chief Executive Officer and Michael McBreen has been promoted to Chief Commercial Officer. “Our first-quarter results reflected solid product demand and the continued impact of our transformation efforts. We are seeing improving performance across the organization as operational rigor and improved execution take hold,” said Stuart Essig, chairman and chief executive officer.

“During the quarter, we continued to drive improved supply reliability, supporting strong growth in Integra Skin and our return to market with PriMatrix® and Durepair®. We made meaningful progress at our state-of-the-art Braintree manufacturing facility and remain on track to begin production of SurgiMend® by the end of June to support a fourth quarter launch. Building on these efforts, we are focused on maintaining disciplined execution and remain confident in our ability to deliver our full-year commitments to our customers, patients, and shareholders."

First Quarter 2026 Consolidated Performance

Total reported revenues of $391.9 million increased 2.4% on a reported basis and 1.3% on an organic basis compared to the prior year.

The Company reported GAAP gross margin of 55.4%, compared to 50.8% in the first quarter of 2025. Adjusted gross margin was 64.1%, compared to 62.2% in the prior year.

Adjusted EBITDA for the first quarter of 2026 was $76.2 million, or 19.4% of revenue, compared to $63.6 million, or 16.6% of revenue, in the prior year.

The Company reported a GAAP net loss of $(4.6) million, or $(0.06) per diluted share, in the first quarter of 2026, compared to GAAP net loss of $(25.3) million, or $(0.33) per diluted share, in the prior year.

Adjusted net income for the first quarter of 2026 was $41.6 million, or $0.54 per diluted share, compared to $31.7 million, or $0.41 per diluted share, in the prior year.

First Quarter 2026 Segment Performance

The Company is changing its segment names, with Codman Specialty Surgical renamed Specialty Surgery and Tissue Technologies renamed Tissue Reconstruction. Product brand names remain unchanged. The change to segment names has no financial impact.

Specialty Surgery (~70% of Revenues)

Total revenues were $283.1 million, representing reported growth of 0.9% and an organic decline of (0.6)% compared to the first quarter of 2025.

Sales in Neuro increased 1.9% on an organic basis primarily driven by growth in Certas® Plus, CUSA® and Bactiseal®Sales in Instruments declined (7.7%) on an organic basis due to order timingENT sales declined (3.8)% as growth in MicroFrance® ENT instruments was offset by declines in other products Tissue Reconstruction (~30% of Revenues)

Total revenues were $108.8 million, representing reported growth of 6.7% and organic growth of 6.4% compared to the first quarter of 2025. Key drivers for the quarter include:

Mid-single digit growth in wound reconstruction, driven by double-digit growth in Integra Skin, DuraSorb® and the relaunch of PriMatrix®, partially offset by MediHoney®Sales in private label grew 7.1% primarily due to a favorable prior year comparable Balance Sheet, Cash Flow and Capital Allocation

The Company generated cash flow from operations of $9.8 million in the quarter. Net debt at the end of the quarter was $1.6 billion, and the consolidated total leverage ratio was 4.1x.

As of the end of the quarter, the Company had total liquidity of approximately $488 million, including $265.5 million in cash plus short-term investments and the remainder available under its revolving credit facility.

2026 Revenue and Adjusted Earnings Per Share Guidance

For the second quarter 2026, the Company expects reported revenues in the range of $410 million to $425 million, representing reported growth of (1.3%) to 2.3% and organic growth of (1.5%) to 2.1%. The Company expects adjusted EPS in a range of $0.44 to $0.52 per share.

For the full year 2026, the Company is reiterating its revenue guidance range to $1.662 billion to $1.702 billion. The revenue range represents reported growth of 1.6% to 4.1% and organic growth of 0.8% to 3.3%. The Company is updating its expected adjusted EPS to a range of $2.40 to $2.50 per share reflecting the first quarter benefits from the IEEPA tariffs.

The Company’s organic sales growth guidance for the second quarter and the full year excludes acquisitions and divestitures, as well as the effects of foreign currency.

Conference Call and Presentation Available Online

Integra has scheduled a conference call for 8:30 a.m. ET on Thursday, May 5, 2026, to discuss first quarter 2026 financial results and forward-looking financial guidance. The conference call will be hosted by Integra's senior management team and will be open to all listeners. Additional forward-looking information may be discussed in a question-and-answer session following the call. Integra's management team will reference a presentation during the conference call, which can be found on the Investor section of the website at investor.integralife.com.

A live webcast will be available on the Investors section of the Company’s website at investor.integralife.com. For those planning to participate on the call, register here to receive dial-in details and an individual pin. While not required, it is recommended to join 10 minutes prior to the event’s start. A webcast replay of the conference call will be available on the Investors section of the company website following the call.

About Integra

Integra LifeSciences (Nasdaq: IART) is a global medical technology leader dedicated to restoring lives. We are advancing transformational care through impactful innovation in neurosurgery and tissue reconstruction, specialized fields that demand exceptional expertise and precision. Our portfolio of highly differentiated, gold-standard technologies are trusted by healthcare professionals to deliver life-saving care. For our latest news and information, visit www.integralife.com.

Forward-Looking Statements

This news release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties and reflect the Company's judgment as of the date of this release. All statements, other than statements of historical fact, are statements that could be deemed forward-looking statements. Some of these forward-looking statements may contain words like “will,” “believe,” “may,” “could,” “would,” “might,” “possible,” “should,” “expect,” “intend,” "forecast," "guidance," “plan,” “anticipate,” "target," or “continue,” the negative of these words, other terms of similar meaning or they may use future dates. Forward-looking statements contained in this news release include, but are not limited to, statements concerning: future business, operational and financial performance and the Company’s expectations and plans with respect to market opportunity, business and operational performance, strategic initiatives, capabilities, resources, manufacturing capabilities, product development, product availability and regulatory approvals, including expectations regarding the Company’s compliance master plan to improve the Company's quality systems. It is important to note that the Company’s goals and expectations are not predictions of actual performance. Such forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from predicted or expected results. Such risks and uncertainties include, but are not limited, to the following: increased geopolitical instability and
other macroeconomic factors, including trade barriers and related restrictions (including tariffs and related countermeasures), armed conflict and acts of terrorism, geopolitical tension and instability, supply chain disruptions, and interest rate and foreign currency rate fluctuations, on the Company’s suppliers, vendors and customers and on the Company’s business and financial condition, results of operations and cash flows; the Company's ability to execute its financial, strategic and operating plans effectively; the Company's ability to remediate quality systems violations; difficulties in implementing the Company’s compliance master plan; difficulties or delays in obtaining and maintaining required regulatory approvals, including the costs thereof; potential difficulties, delays and disruptions in manufacturing, distribution or sale of products; the failure of the company’s suppliers, vendors, and other third parties to meet contractual, regulatory and other obligations; the anticipated development of markets the Company sells its products into and the success of the Company’s products in these markets; the Company’s ability to predict accurately the demand for its products and products under development; increasing industry competition; the coverage and reimbursement decisions of third-party payors; trends toward health care cost containment; difficulties in controlling expenses, including costs to procure and manufacture the Company’s products; the ability of the Company to successfully manage leadership and organizational changes and the impact of changes in management or staff levels; the impact of goodwill and intangible asset impairment charges if future operating results of acquired businesses are significantly less than the results anticipated at the time of the acquisitions, the geographic distribution of where the Company generates its taxable income; changes to applicable laws, regulations and enforcement guidance, including tax laws and global health care reforms; fluctuations in foreign currency exchange rates; the amount of our bank borrowings outstanding and other factors influencing liquidity; breaches, failures or other disruptions of our or our vendors’ or customers’ information technology systems or products; and the economic, competitive, governmental, technological, and other risk factors and uncertainties identified under the heading “Risk Factors” included in Item 1A of Integra's Annual Report on Form 10-K for the year ended December 31, 2025 and information contained in subsequent filings with the Securities and Exchange Commission.

These forward-looking statements are made only as of the date hereof, and the Company undertakes no obligation to update or revise the forward-looking statements, whether as a result of new information, future events, or otherwise, except as otherwise required by law.

Discussion of Adjusted Financial Measures
In addition to our GAAP results, we provide certain non-GAAP measures, including organic revenues, adjusted earnings before interest, taxes, depreciation and amortization (“EBITDA”), adjusted net income, adjusted gross margin, adjusted earnings per diluted share, and net debt. Organic revenues consist of total revenues excluding the effects of currency exchange rates, revenues from current-period acquisitions and product divestitures. Adjusted EBITDA consists of GAAP net income excluding: (i) depreciation and amortization; (ii) other income (expense); (iii) interest income and expense; (iv) income tax expense (benefit); (v) impairment charges; and (vi) those operating expenses also excluded from adjusted net income. The measure of adjusted net income consists of GAAP net income, excluding: (i) structural optimization charges; (ii) divestiture, acquisition and integration-related charges; (iii) EU Medical Device Regulation-related charges; (iv) charges related to the manufacturing stoppage and voluntary global recall of all products manufactured at the Company’s Boston, Massachusetts facility and distributed between March 1, 2018 and May 22, 2023, as previously disclosed in the Company’s Current Report on Form 8-K filed with the Securities and Exchange Commission on May 23, 2023 (the “recall”) and the transition of Boston-related manufacturing operations to the Company’s Braintree, Massachusetts facility; (v) intangible asset amortization expense; (vi) income tax impact from adjustments; and (vii) impairment charges. The measure of adjusted gross margin is calculated by dividing adjusted gross profit by total revenues. Adjusted gross profit consists of GAAP gross profit adjusted for: (i) structural optimization charges; (ii) divestiture, acquisition and integration-related charges; (iii) charges related to the recall and the transition of Boston-related manufacturing operations to the Company’s Braintree, Massachusetts facility; (iv) EU Medical Device Regulation-related charges; and (v) intangible asset amortization expense. The adjusted earnings per diluted share measure is calculated by dividing adjusted net income attributable to diluted shares by diluted weighted average shares outstanding. The measure of net debt consists of GAAP total debt (excluding deferred financing costs) less short-term investments, cash and cash equivalents.

Reconciliations of GAAP revenues to organic revenues, GAAP net income to adjusted EBITDA, and adjusted net income, GAAP gross margin to adjusted gross margin, GAAP total debt to net debt, and GAAP earnings per diluted share to adjusted earnings per diluted share all for the quarters ended March 31, 2026 and 2025.

The Company is providing forward-looking guidance regarding organic revenue and adjusted earnings per diluted share but is not providing reconciliations to the most directly comparable forward-looking GAAP financial measures because certain GAAP expense items and the impact of changes in foreign exchange rates are highly variable and management is unable to predict them with reasonable certainty and without unreasonable effort. Specifically, the actual impact of changes in foreign exchange rates and the financial impact and timing of divestitures, acquisitions, integrations, structural optimization, efforts to comply with the EU Medical Device Regulation, and income tax impact from adjustments are uncertain, depend on various dynamic factors and are not reasonably ascertainable at this time. The unavailable information could have a material impact on GAAP results.

The Company believes that the presentation of organic revenues and the other non-GAAP measures provide important supplemental information to management and investors regarding financial and business trends relating to the Company's financial condition and results of operations. For further information regarding why Integra believes that these non-GAAP financial measures provide useful information to investors, the specific manner in which management uses these measures, and some of the limitations associated with the use of these measures, please refer to the Company's Current Report on Form 8-K regarding this earnings press release filed today with the Securities and Exchange Commission. This Current Report on Form 8-K is available on the SEC's website at www.sec.gov or on our website at www.integralife.com.

Investor Relations Contact:
Chris Ward
(609) 772-7736
[email protected]

Media Contact:
Laurene Isip
(609) 208-8121
[email protected]

 INTEGRA LIFESCIENCES HOLDINGS CORPORATIONCONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS

(UNAUDITED)

 (In thousands, except per share amounts)
 Three Months Ended March 31,  2026   2025 Total revenue, net$391,918  $382,653     Costs and expenses:   Cost of goods sold 174,936   188,221 Research and development 23,501   24,728 Selling, general and administrative 178,235   181,497 Intangible asset amortization 3,776   3,704 Total costs and expenses 380,448   398,150 Operating income (loss) 11,470   (15,497)Interest income 4,106   4,420 Interest expense (22,465)  (18,815)Other income (expense), net 4,480   (144)Loss before income taxes (2,409)  (30,036)Provision for income taxes 2,208   (4,743)Net loss$(4,617) $(25,293)    Net loss per share   Diluted$(0.06) $(0.33)    Weighted average common shares outstanding 76,951   76,463      The following table presents revenues disaggregated by the major sources for the three months ended March 31, 2026 and 2025 (amounts in thousands):

 Three Months Ended March 31,  2026  2025ChangeNeurosurgery$198,195 $190,9123.8%Instruments 47,233  50,950(7.3)%ENT 37,707  38,802(2.8)%Total Codman Specialty Surgical 283,135  280,6640.9%    Wound Reconstruction and Care 79,648  74,7796.5%Private Label 29,135  27,2107.1%Total Tissue Technologies 108,783  101,9896.7%Total reported revenues$391,918 $382,6532.4%    Impact of changes in currency exchange rates (4,452) — Total organic revenues(1)$387,467 $382,6531.3%        (1) Organic revenues have been adjusted to exclude foreign currency (current period), acquisitions and to account for divested and discontinued products.  Items included in GAAP net income and location where each item is recorded are as follows:

(In thousands)Three Months Ended March 31, 2026 ItemTotal AmountCOGS(a)SG&A(b)R&D(c)Amort (d)OI&E(e)Tax(f)Acquisition, divestiture and integration-related charges

1,812 281,394148—241— Structural Optimization charges

9,286 2,5886,120578——— EU Medical Device Regulation charges7,887

 1,153

3,338

3,397

—

—

—

 Boston Recall/Braintree Transition7,728

 7,135

575

19

—

—

—

 Intangible asset amortization expense27,005

 23,230

—

—

3,775

—

—

 Estimated income tax impact from above adjustments and other items

(7,541

)

—

—

—

—

—

(7,541

)

Depreciation expense11,235

 —

—

—

—

—

—

           a)   COGS - Cost of goods sold
b)   SG&A - Selling, general and administrative
c)   R&D - Research & development
d)   Amort. - Intangible asset amortization
e)   OI&E - Other income & expense
f)   Tax - Income tax expense (benefit) Items included in GAAP net income and location where each item is recorded are as follows:

 (In thousands) Three Months Ended March 31, 2025 ItemTotal AmountCOGS(a)SG&A(b)R&D(c)Amort (d)OI&E(e)Tax(f)Acquisition, divestiture and integration-related charges

6,224 6715,824(736)—464— Structural Optimization charges

10,663 4,2766,436(50)——— EU Medical Device Regulation charges

10,944 1,3754,8074,761 ——— Boston Recall/Braintree Transition

14,810 14,386424— ——— Intangible asset amortization expense

26,473 22,769—— 3,704—— Estimated income tax impact from above adjustments and other items

(12,167)——— ——(12,167)Depreciation expense

10,456 ——— ———            a)   COGS - Cost of goods sold
b)   SG&A - Selling, general and administrative
c)   R&D - Research & development
d)   Amort. - Intangible asset amortization
e)   OI&E - Other income & expense
f)   Tax - Income tax expense (benefit)  RECONCILIATION OF NON-GAAP ADJUSTMENTS - GAAP NET INCOME TO ADJUSTED EBITDA
(UNAUDITED)
(In thousands)
   Three Months Ended March 31,  2026   2025     GAAP net loss$(4,617) $(25,293)Non-GAAP adjustments:   Depreciation and intangible asset amortization expense 38,240   36,929 Other (income) expense, net (4,480)  (320)Interest expense, net 18,118   14,394 Income tax expense 2,208   (4,743)Structural optimization charges 9,286   10,663 EU Medical Device Regulation charges 7,887   10,944 Boston Recall/Braintree Transition 7,728   14,810 Acquisition, divestiture and integration-related charges 1,812   6,224 Total of non-GAAP adjustments 80,799   88,902 Adjusted EBITDA$76,182  $63,609      RECONCILIATION OF NON-GAAP ADJUSTMENTS - GAAP NET INCOME TO MEASURES OF ADJUSTED NET INCOME AND ADJUSTED EARNINGS PER SHARE
(UNAUDITED)
(In thousands, except per share amounts)
   Three Months Ended March 31,  2026   2025     GAAP net loss$(4,617) $(25,293)Non-GAAP adjustments:   Structural optimization charges 9,286   10,663 Acquisition, divestiture and integration-related charges 1,812   6,224 EU Medical Device Regulation charges 7,887   10,944 Boston Recall/Braintree Transition 7,728   14,810 Intangible asset amortization expense 27,005   26,473 Estimated income tax impact from adjustments and other items (7,541)  (12,167)Total of non-GAAP adjustments 46,177   56,947 Adjusted net income$41,560  $31,654     Adjusted diluted net income per share$0.54  $0.41 Weighted average common shares outstanding for diluted net income per share 77,198   76,586   CONDENSED BALANCE SHEET DATA
(UNAUDITED) (In thousands)
 March 31,
2026 December 31,
2025    Short term investments$28,693 $28,693Cash and cash equivalents 236,809  235,048Trade accounts receivable, net 264,413  278,849Inventories, net 495,035  492,735    Current and long-term borrowing under senior credit facility 1,789,005  1,768,306Borrowings under securitization facility 76,400  87,800Convertible securities —  —        Stockholders' equity$1,042,406 $1,043,463     CONDENSED STATEMENT OF CASH FLOWS
(UNAUDITED) (In thousands)
 Three Months Ended March 31,  2026   2025     Net cash (used) provided by operating activities$9,803  $(11,257)Net cash used in investing activities (14,848)  (35,920)Net cash provided by financing activities 8,297   35,377 Effect of exchange rate changes on cash and cash equivalents (1,491)  4,529     Net decrease in cash and cash equivalents$1,761  $(7,271)     RECONCILIATION OF NON-GAAP ADJUSTMENTS - GAAP OPERATING CASH FLOW TO
MEASURES OF FREE CASH FLOW AND ADJUSTED FREE CASH FLOW CONVERSION
(UNAUDITED)
(In thousands)  Three Months Ended March 31,  2026  2025 Net cash provided by operating activities$9,803 $(11,257)   Purchases of property and equipment (14,848) (28,920)Free cash flow$(5,045)$(40,177)   Adjusted net income(1)$41,560 $31,654 Adjusted free cash flow conversion (12.1)% (126.9)%          Twelve Months Ended March 31,  2026  2025 Net cash provided by operating activities$71,445 $102,368    Purchases of property and equipment (67,365) (117,872)Free cash flow$4,080 $(15,504)   Adjusted net income(1)$181,287 $185,652 Adjusted free cash flow conversion 2.3% (8.4)%   (1) Adjusted net income for quarters ended March 31, 2026 and 2025 are reconciled above. Adjusted net income for remaining quarters in the trailing twelve months calculation have been previously reconciled and are publicly available in the Quarterly Earnings Call Presentations on our website at investor.integralife.com under Events & Presentations.  The Company calculates adjusted free cash flow conversion by dividing its free cash flow by adjusted net income. The Company believes this measure is useful in evaluating the significance of the cash special charges in its adjusted earnings measures.

 RECONCILIATION OF NON-GAAP ADJUSTMENTS - NET DEBT CALCULATION
(UNAUDITED)  (In thousands)  March 31,
2026December 31,
2025Short-term borrowings under senior credit facility$38,750 $38,750 Long-term borrowings under senior credit facility 1,750,255  1,729,556 Borrowings under securitization facility 76,400  87,800 Convertible securities —  — Deferred financing costs netted in the above 2,870  3,257 Short term investments (28,693) (28,693)Cash & Cash Equivalents (236,809) (235,048)Net Debt$1,602,773 $1,595,622      RECONCILIATION OF NON-GAAP ADJUSTMENTS - GAAP GROSS PROFIT TO MEASURES OF ADJUSTED GROSS PROFIT AND ADJUSTED GROSS MARGIN
(UNAUDITED)
(In thousands, except percentages)
   Three Months Ended March 31,  2026   2025     Total revenues, net$391,918  $382,653 Cost of goods sold 174,936   188,221 Reported Gross Profit 216,982   194,432 Structural optimization charges 2,588   4,276 Acquisition, divestiture and integration-related charges 28   671 Boston Recall/Braintree Transition 7,135   14,386 EU Medical Device Regulation 1,153   1,375 Intangible asset amortization expense 23,230   22,769 Adjusted Gross Profit$251,116  $237,909 Total Revenues$391,918  $382,653 Adjusted Gross Margin 64.1%  62.2%    

For the quarter ended March 2026, Integra LifeSciences (IART - Free Report) reported revenue of $391.92 million, up 2.4% over the same period last year. EPS came in at $0.54, compared to $0.41 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $381.46 million, representing a surprise of +2.74%. The company delivered an EPS surprise of +32.78%, with the consensus EPS estimate being $0.41.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Integra performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Organic Revenue Growth: 1.3% versus -1.9% estimated by two analysts on average.Revenue- Tissue Technologies- Wound Reconstruction and Care: $79.65 million versus $70.98 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.5% change.Revenue- Tissue Technologies- Total: $108.78 million versus the two-analyst average estimate of $99.48 million. The reported number represents a year-over-year change of +6.7%.Revenue- Codman Specialty Surgical- Total: $283.14 million versus $281.62 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +0.9% change.Revenue- Tissue Technologies- Private Label: $29.14 million compared to the $28 million average estimate based on two analysts. The reported number represents a change of +7.1% year over year.View all Key Company Metrics for Integra here>>>

Shares of Integra have returned +14.4% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Integra LifeSciences (IART - Free Report) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.

A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.

Since a changing earnings picture is a powerful factor influencing near-term stock price movements, the Zacks rating system is very useful for individual investors. They may find it difficult to make decisions based on rating upgrades by Wall Street analysts, as these are mostly driven by subjective factors that are hard to see and measure in real time.

As such, the Zacks rating upgrade for Integra is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.

For Integra, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.

Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for IntegraFor the fiscal year ending December 2026, this medical device maker is expected to earn $2.38 per share, which is unchanged compared with the year-ago reported number.

Analysts have been steadily raising their estimates for Integra. Over the past three months, the Zacks Consensus Estimate for the company has increased 6.2%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Integra to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Integra LifeSciences Holdings Corporation (IART) Presents at Bank of America Global Healthcare Conference 2026 Transcript

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

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Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

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Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

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How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

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To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Integra LifeSciences (IART - Free Report) Headquartered in Plainsboro, NJ, Integra LifeSciences is one of the world leaders in regenerative medicine. The company develops, manufactures and markets cost-effective surgical implants and medical instruments. The company now manufactures and sells products in the following two global reportable business segments: Codman Specialty Surgical (CSS) and Tissue Technologies.

IART is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.

Momentum investors should take note of this Medical stock. IART has a Momentum Style Score of B, and shares are up 26.6% over the past four weeks.

Three analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.10 to $2.42 per share. IART boasts an average earnings surprise of +16.8%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, IART should be on investors' short list.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

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Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Integra LifeSciences (IART - Free Report) Headquartered in Plainsboro, NJ, Integra LifeSciences Holdings Corporation is one of the world leaders in regenerative medicine. The company develops, manufactures and markets surgical implants and medical instruments. In its first-quarter 2026 report, the company renamed two of its segments: Codman Specialty Surgical was renamed Specialty Surgery, while Tissue Technologies was renamed Tissue Reconstruction.

IART is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 6.25; value investors should take notice.

Three analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.10 to $2.42 per share. IART also boasts an average earnings surprise of +16.8%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, IART should be on investors' short list.

Have you been paying attention to shares of Integra LifeSciences (IART - Free Report) ? Shares have been on the move with the stock up 56.2% over the past month. The stock hit a new 52-week high of $16.62 in the previous session. Integra has gained 32.5% since the start of the year compared to the -4.5% move for the Zacks Medical sector and the -15.5% return for the Zacks Medical - Instruments industry.

What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on May 5, 2026, Integra reported EPS of $0.54 versus consensus estimate of $0.41 while it beat the consensus revenue estimate by 2.74%.

For the current fiscal year, Integra is expected to post earnings of $2.42 per share on $1.67 in revenues. This represents a 8.52% change in EPS on a 2.24% change in revenues. For the next fiscal year, the company is expected to earn $2.57 per share on $1.73 in revenues. This represents a year-over-year change of 6.3% and 3.27%, respectively.

Valuation MetricsIntegra may be at a 52-week high right now, but what might the future hold for the stock? A key aspect of this question is taking a look at valuation metrics in order to determine if the company is due for a pullback from this level.

On this front, we can look at the Zacks Style Scores, as they provide investors with an additional way to sort through stocks (beyond looking at the Zacks Rank of a security). The individual style scores for Value, Growth, Momentum and the combined VGM Score run from A through F. The idea behind the style scores is to help investors pick the most appropriate Zacks Rank stocks based on their individual investment style.

Integra has a Value Score of B. The stock's Growth and Momentum Scores are B and D, respectively, giving the company a VGM Score of A.

In terms of its value breakdown, the stock currently trades at 6.8X current fiscal year EPS estimates, which is not in-line with the peer industry average of 22.7X. On a trailing cash flow basis, the stock currently trades at 3.9X versus its peer group's average of 15.3X. Additionally, the stock has a PEG ratio of 1.15. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective.

Zacks RankWe also need to look at the Zacks Rank for the stock, as this supersedes any trend on the style score front. Fortunately, Integra currently has a Zacks Rank of #2 (Buy) thanks to favorable earnings estimate revisions from covering analysts.

Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if Integra fits the bill. Thus, it seems as though Integra shares could have a bit more room to run in the near term.

Investors interested in Medical - Instruments stocks are likely familiar with Integra LifeSciences (IART - Free Report) and Masimo . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.

There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.

Integra LifeSciences and Masimo are sporting Zacks Ranks of #2 (Buy) and #3 (Hold), respectively, right now. This means that IART's earnings estimate revision activity has been more impressive, so investors should feel comfortable with its improving analyst outlook. But this is just one factor that value investors are interested in.

Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels.

Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.

IART currently has a forward P/E ratio of 6.48, while MASI has a forward P/E of 30.99. We also note that IART has a PEG ratio of 1.10. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. MASI currently has a PEG ratio of 1.81.

Another notable valuation metric for IART is its P/B ratio of 1.17. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, MASI has a P/B of 11.86.

Based on these metrics and many more, IART holds a Value grade of B, while MASI has a Value grade of D.

IART sticks out from MASI in both our Zacks Rank and Style Scores models, so value investors will likely feel that IART is the better option right now.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Integra LifeSciences (IART - Free Report) Headquartered in Plainsboro, NJ, Integra LifeSciences Holdings Corporation is one of the world leaders in regenerative medicine. The company develops, manufactures and markets surgical implants and medical instruments. In its first-quarter 2026 report, the company renamed two of its segments: Codman Specialty Surgical was renamed Specialty Surgery, while Tissue Technologies was renamed Tissue Reconstruction.

IART is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 7.01; value investors should take notice.

Three analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.10 to $2.42 per share. IART boasts an average earnings surprise of +16.8%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, IART should be on investors' short list.

Philadelphia, Pennsylvania--(Newsfile Corp. - April 7, 2026) - Kaskela Law LLC reminds Clearwater Analytics Holdings, Inc. (NYSE: CWAN) ("Clearwater")

NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Clearwater Analytics Holdings, Inc. (NYSE: CWAN) to Permira and Warburg Pincus. Under the terms of the proposed transaction, shareholders of Clearwater will receive $24.55 in cash for each share of Clearwater that they own. KSF is seeking to determine whether this consideration and the process that l.

Special meeting of stockholders to be held on May 6, 2026Is the buyout price of $24.55 too low? PHILADELPHIA, April 16, 2026 (GLOBE NEWSWIRE) -- On April 8, 2026, Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (“Clearwater”) reported that it has scheduled a special meeting of stockholders to be held on May 6, 2026, during which it will ask its investors to vote to approve the $24.55 per share stockholder buyout proposal. 

As that meeting date has now been set, Kaskela Law alerts Clearwater shareholders that they now only have a limited period of time – prior to the special meeting of stockholders – to act if they wish to preserve their legal rights and options with respect to buyout transaction.   

Click here to receive additional information about your rights: https://kaskelalaw.com/case/clearwater-analytics-buyout/  

On December 21, 2025, Clearwater announced that it had agreed to be acquired by a group of private equity funds at a price of $24.55 per share.  Following the closing of the proposed transaction, Clearwater shareholders will be cashed out of their investment position and the company’s shares will no longer be publicly traded.   

Kaskela Law’s investigation has discovered that the transaction appears to have significant conflicts of interest, thus making the sales process and proposed $24.55 per share price unfair to Clearwater shareholders.  Notably, at the time the transaction was announced, several analysts were maintaining price targets for Clearwater shares of over $35.00 per share. 

“We are investigating this transaction and encourage Clearwater shareholders who think the buyout price is too low to promptly contact Kaskela Law to preserve their legal rights before the special meeting of stockholders” said attorney D. Seamus Kaskela, who is leading the firm’s investigation.   

Clearwater shareholders are encouraged to promptly contact Kaskela Law (D. Seamus Kaskela, Esq. or Adrienne Bell, Esq.) at (484) 229 – 0750, or by email at [email protected], to preserve their legal rights and options.   Investors may also request additional information about this matter by clicking on the following link (or by copying and pasting the link into your browser if necessary):   

https://kaskelalaw.com/case/clearwater-analytics-buyout/ 

ABOUT KASKELA LAW:    

Kaskela Law exclusively represents investors in securities fraud, corporate governance, and merger & acquisition litigation on a contingent basis. For additional information about the firm, including the firm’s recent monetary recoveries for investors in mergers & acquisition litigation, please visit our website (www.kaskelalaw.com) or contact us today at (888) 715 – 1740.    

KASKELA LAW LLC     
D. Seamus Kaskela, Esquire    
Adrienne Bell, Esquire    
18 Campus Boulevard, Suite 100     
Newtown Square, PA 19073     
(484) 229 – 0750     
www.kaskelalaw.com    

This communication may constitute attorney advertising in certain jurisdictions.    

Philadelphia, Pennsylvania--(Newsfile Corp. - April 18, 2026) - On April 8, 2026, Clearwater Analytics Holdings, Inc. (NYSE: CWAN) ("Clearwater") reported that it has scheduled a special meeting of stockholders to be held on May 6, 2026, during which it will ask its investors to vote to approve the $24.55 per share stockholder buyout proposal.

As that meeting date has now been set, Kaskela Law alerts Clearwater shareholders that they now only have a limited period of time – prior to the special meeting of stockholders – to act if they wish to preserve their legal rights and options with respect to buyout transaction.

Click here to receive additional information about your rights: https://kaskelalaw.com/case/clearwater-analytics-buyout/

On December 21, 2025, Clearwater announced that it had agreed to be acquired by a group of private equity funds at a price of $24.55 per share. Following the closing of the proposed transaction, Clearwater shareholders will be cashed out of their investment position and the company's shares will no longer be publicly traded.

Kaskela Law's investigation has discovered that the transaction appears to have significant conflicts of interest, thus making the sales process and proposed $24.55 per share price unfair to Clearwater shareholders. Notably, at the time the transaction was announced, several analysts were maintaining price targets for Clearwater shares of over $35.00 per share.

Clearwater shareholders who would like to learn more about the investigation and their legal rights and options are encouraged to contact lead investigative attorney Adrienne Bell, Esq. at (484) 229 - 0750, by email at [email protected], or by filling out our online form at:

https://kaskelalaw.com/case/clearwater-analytics-buyout/

ABOUT KASKELA LAW:

Kaskela Law exclusively represents investors in securities fraud, corporate governance, and merger & acquisition litigation on a contingent basis. For additional information about the firm, including our recent monetary recoveries for investors, please visit our website (www.kaskelalaw.com) or contact us today at (888) 715 - 1740.

KASKELA LAW LLC
D. Seamus Kaskela, Esquire
Adrienne Bell, Esquire
18 Campus Boulevard, Suite 100
Newtown Square, PA 19073
(484) 229 - 0750
www.kaskelalaw.com

This communication may constitute attorney advertising in certain jurisdictions.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/293201

Source: Kaskela Law LLC

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HONG KONG, SINGAPORE & SYDNEY--(BUSINESS WIRE)--Insurance executives across Asia Pacific are accelerating into private markets. Within five years, the 150 executives surveyed by Clearwater Analytics (NYSE: CWAN) expect to allocate a third of their combined $3.8 trillion in assets to private debt, private equity, infrastructure and other alternatives up from 20% today. The infrastructure supporting these ambitions, however, is not keeping pace. Ninety-three percent of those same executives ackno.

Wall Street analysts expect Clearwater Analytics (CWAN - Free Report) to post quarterly earnings of $0.16 per share in its upcoming report, which indicates a year-over-year increase of 23.1%. Revenues are expected to be $222.99 million, up 75.8% from the year-ago quarter.

The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.

Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.

While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight.

That said, let's delve into the average estimates of some Clearwater Analytics metrics that Wall Street analysts commonly model and monitor.

The combined assessment of analysts suggests that 'Number of Clients' will likely reach 2,602 . Compared to the current estimate, the company reported 1,400 in the same quarter of the previous year.

Analysts' assessment points toward 'Net revenue retention rate' reaching 109.7%. Compared to the current estimate, the company reported 114.0% in the same quarter of the previous year.

The average prediction of analysts places 'Total ARR' at $865.66 million. The estimate is in contrast to the year-ago figure of $493.90 million.

View all Key Company Metrics for Clearwater Analytics here>>>

Clearwater Analytics shares have witnessed a change of +1.1% in the past month, in contrast to the Zacks S&P 500 composite's +10.3% move. With a Zacks Rank #3 (Hold), CWAN is expected closely follow the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Clearwater Analytics (CWAN - Free Report) came out with quarterly earnings of $0.16 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -2.44%. A quarter ago, it was expected that this automated investment accounting software developer would post earnings of $0.15 per share when it actually produced earnings of $0.15, delivering no surprise.

Over the last four quarters, the company has not been able to surpass consensus EPS estimates.

Clearwater Analytics, which belongs to the Zacks Internet - Software industry, posted revenues of $221.23 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.79%. This compares to year-ago revenues of $126.86 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Clearwater Analytics shares have added about 0.6% since the beginning of the year versus the S&P 500's gain of 7.6%.

What's Next for Clearwater Analytics?While Clearwater Analytics has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Clearwater Analytics was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.17 on $232.66 million in revenues for the coming quarter and $0.70 on $949.6 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, PagerDuty (PD - Free Report) , is yet to report results for the quarter ended April 2026.

This software developer is expected to post quarterly earnings of $0.24 per share in its upcoming report, which represents no change from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

PagerDuty's revenues are expected to be $119.18 million, down 0.5% from the year-ago quarter.

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.

By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.

However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects.

Clearwater Analytics (CWAN - Free Report) is on the list of such stocks currently recommended by our proprietary system. In addition to a favorable Growth Score, it carries a top Zacks Rank.

Research shows that stocks carrying the best growth features consistently beat the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy).

While there are numerous reasons why the stock of this automated investment accounting software developer is a great growth pick right now, we have highlighted three of the most important factors below:

Earnings GrowthArguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration.

While the historical EPS growth rate for Clearwater Analytics is 120.3%, investors should actually focus on the projected growth. The company's EPS is expected to grow 28.1% this year, crushing the industry average, which calls for EPS growth of 23.8%.

Cash Flow GrowthWhile cash is the lifeblood of any business, higher-than-average cash flow growth is more important and beneficial for growth-oriented companies than for mature companies. That's because, growth in cash flow enables these companies to expand their businesses without depending on expensive outside funds.

Right now, year-over-year cash flow growth for Clearwater Analytics is 243.2%, which is higher than many of its peers. In fact, the rate compares to the industry average of 6.9%.

While investors should actually consider the current cash flow growth, it's worth taking a look at the historical rate too for putting the current reading into proper perspective. The company's annualized cash flow growth rate has been 43.5% over the past 3-5 years versus the industry average of 17%.

Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

There have been upward revisions in current-year earnings estimates for Clearwater Analytics. The Zacks Consensus Estimate for the current year has surged 2.1% over the past month.

Bottom LineWhile the overall earnings estimate revisions have made Clearwater Analytics a Zacks Rank #2 stock, it has earned itself a Growth Score of B based on a number of factors, including the ones discussed above.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

This combination positions Clearwater Analytics well for outperformance, so growth investors may want to bet on it.

Clearwater Analytics (NYSE: CWAN) today introduced new AI-enabled products built on the same trusted investment data foundation supporting more than $10 trillion in global assets.

The new products extend Clearwater’s platform across operations, risk, and private markets workflows, helping institutional investors move faster without sacrificing transparency, control, or auditability.

“Every firm in this industry wants AI that works,” said Sandeep Sahai, Chief Executive Officer at Clearwater Analytics. “What firms are discovering is that AI is only as good as the data it runs on. Clearwater was built around a trusted investment record. That allows firms to bring AI directly into the workflows that drive investment operations, risk, and portfolio oversight.”

The announcement includes three new products: Clearwater Compass, Total Portfolio Oversight, and Fund Analytics.

Clearwater Compass

AI for Investment Operations and Accounting

Clearwater Compass embeds AI into investment operations and accounting workflows, helping teams automate exception management, improve reconciliation transparency, and accelerate close processes with full auditability.

The first Compass capabilities available today are Smart Suspense and Recon Transparency.

Smart Suspense automates the matching and categorization of unapplied cash, replacing spreadsheet-driven workflows with a centralized operational workspace and complete audit visibility. Recon Transparency gives clients live visibility into reconciliation breaks Clearwater processes on their behalf, including source files, resolution status, root-cause analysis, and collaborative workflows that replace manual email chains. “When reconciliations, exceptions, and close workflows are connected directly to the investment record, firms can move faster while maintaining the controls institutional investors expect,” said Lisa Widdowson, Head of Product, Insurance and Asset Owners at Clearwater Analytics.

Total Portfolio Oversight

One View Across Investment and Risk

Developed with Blackstone and now live in production, Total Portfolio Oversight brings investment and risk teams together on a shared view spanning public and private assets. The solution combines portfolio oversight, risk exposure, shock analysis, and direct portfolio query capabilities in one experience, all connected to the same trusted investment record. Total Portfolio Oversight is currently being expanded to a select group of institutional beta clients.

Fund Analytics

Bringing Structure to Private Markets Data

Fund Analytics extends Clearwater’s platform into private markets, where investment teams still rely heavily on fragmented GP reports, capital statements, PDFs, spreadsheets, and manual processes.

The solution uses AI to extract, validate, and structure private markets data across funds, exposures, and performance metrics. Investment teams gain earlier visibility into portfolio changes, look-through exposure, peer benchmarking, and scenario analysis, all connected to the same trusted investment record used across the broader Clearwater platform.

Together, these products extend Clearwater’s investment platform across operations, risk, and private markets, helping institutional investors move faster with trusted data and embedded intelligence.

To learn more, visit Clearwater Analytics.

About CWAN

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, CWAN’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, CWAN supports over $10 trillion in assets globally.Learn more at www.cwan.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260603752616/en/

ArrowMark Colorado Holdings LLC lowered its holdings in Legend Biotech Corporation Sponsored ADR (NASDAQ: LEGN) by 4.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 938,678 shares of the company's stock after selling 44,832 shares during the quarter. ArrowMark Colorado Holdings LLC