$NVST

BMO Capital reiterated a Market Perform rating on Envista Holdings (NYSE:NVST) with a $29.00 price target, noting potential upside. The company showed 11.89% revenue growth over the last year, and 11 analysts revised earnings upwards. Envista recently beat Q2 2026 earnings and revenue estimates, raising its full-year outlook. JPMorgan upgraded the stock to Overweight with a $32.00 target, while Mizuho maintained a Neutral rating.

Ameresco (AMRC) and Envista (NVST) are highlighted as stocks under $50 facing challenges. AMRC's share dilution and cash burn raise concerns, while NVST shows slow revenue growth and declining profitability. Bowhead Specialty (BOW) is suggested as a buy, with strong premium growth and high book value per share growth. AMRC trades at $22.28, NVST at $27.76, and BOW at $33.57.

Envista Holdings (NVST) shares rose 2.3% premarket after JPMorgan upgraded them to Overweight with a $32 price target, up from $29. Analyst Lilia-Celine B Lozada cited improved execution, durable growth, and valuation not reflecting fundamentals. The upgrade comes ahead of the company's Investor Day on September 17.

Analysts upgraded Broadcom (AVGO) to Outperform with a $490 target, Deere (DE) to Outperform with an $813 target, and Dell (DELL) to Outperform with a $625 target. Moderna (MRNA) was downgraded to Sell with an $81 target. Seaport Research initiated Buy ratings on Devon Energy (DVN), Permian Resources (PR), and Viper Energy (VNOM).

Bausch + Lomb published real-world study results showing enVista Aspire IOLs provided good distance and intermediate vision post-cataract surgery. 100% of patients achieved binocular UIVA of 20/32 or better, with no serious adverse events. The study included 141 eyes, with 88 receiving enVista Aspire IOLs and 53 receiving enVista Aspire toric IOLs.

Bausch + Lomb (NYSE/TSX: BLCO) published research in Ophthalmology and Therapy showing enVista Aspire and enVista Aspire toric intraocular lenses provide good distance and intermediate vision in cataract patients. The study involved 84 patients and found high rates of visual acuity improvement with no serious adverse events. The lenses are designed to meet modern digital demands.

Envista, a global dental products leader, launched Kerr Consumables in India, highlighting the market's strategic importance. The company plans to invest in restorative and endodontic dentistry, aiming to grow its presence in Tier 2 and Tier 3 cities. Envista's CEO and regional leaders emphasized the opportunity for growth and commitment to advancing oral healthcare in India.

Healthcare stocks have outperformed the S&P 500, but some companies face challenges. Bausch + Lomb (BLCO) has declining EPS and free cash flow margins. Envista (NVST) shows weak sales growth and profitability. Progyny (PGNY) struggles with unit sales and capital returns. All three trade at forward P/E ratios of 16.9x, 17.5x, and 11.8x respectively.

Envista Holdings Corp (NVST) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 8.01 of this Current Report on Form 8-K, disclosing the Company’s Board of Directors’ appointment of Paul Keel, the Company’s President and Chief Executive Officer, to the role of Chairman of the Board, effective immediately. On August 17, 2026, the Compensation Committee of

Envista (NVST) reported Q2 2026 results on an earnings call, citing 5% core growth and sales of $731 million. Adjusted gross margin rose to 55.1%, adjusted EBITDA grew 28% with 14.7% margin, and adjusted EPS was $0.41 (+58%). Free cash flow was $105 million. The company raised 2026 guidance: core growth 3.5% to 4.5%, adjusted EBITDA 11% to 14%, adjusted EPS $1.50 to $1.55.