$TFX

U.S. stocks declined Monday as oil prices surged and Treasury yields climbed after Trump rejected Iran's Hormuz proposal. WTI crude rose 4.2% to $96.31, Brent 4.0% to $108.50. The 10-year yield hit 5.27%. Nasdaq 100 fell 1.3%, S&P 500 0.8%. MongoDB (MDB) dropped 18.5% after CEO resignation. Nu Holdings (NU) fell 8.8% amid Monzo acquisition talks.

Analysts upgraded several companies: Deutsche Bank raised Royal Caribbean (RCL) to Buy with a $299 target, Raymond James upgraded Park Hotels (PK) to Strong Buy with a $19 target, Keybanc upgraded First Solar (FSLR) to Sector Weight, B of A upgraded Teleflex (TFX) to Buy with a $158 target, and Rothschild upgraded CF Industries (CF) to Neutral with a $110 target.

JPMorgan reiterates Apple as overweight, citing healthy iPhone lead times. KeyBanc upgrades First Solar to sector weight. Raymond James upgrades Park Hotels to strong buy. JPMorgan lowers Tesla's price target to $415. Jones Trading initiates CoreWeave as buy. Jefferies downgrades Roblox to underperform. Deutsche Bank upgrades Royal Caribbean to buy. Wells Fargo upgrades Sweetgreen to overweight. Baird raises Micron's price target to $1,520. Bank of America initiates IonQ as buy.

Wall Street analysts issued updates on several companies. First Solar (FSLR) was upgraded to Sector Weight at KeyBanc. Liberty Energy (LBRT) was upgraded to Overweight with a $27 target at Barclays. PepsiCo (PEP) was downgraded to Hold with a $138 target at Deutsche Bank. Roblox (RBLX) was downgraded to Underperform with a $38 target at Jefferies.

Teleflex Inc. (TFX) added Sean M. Salmon, a former Medtronic executive, to its board. Salmon brings over 30 years of experience in medical devices and pharmaceuticals. He will join the Growth and Operating Committee, which oversees strategic initiatives. Salmon's appointment is part of a broader board refresh that has replaced one-third of Teleflex's directors in 2026.

Integra LifeSciences (IART) reported flat Q2 revenue of $418.8M, meeting expectations. Teleflex (TFX) saw 28.9% revenue growth, beating estimates. LeMaitre (LMAT) missed expectations with 9.6% growth. Intuitive Surgical (ISRG) reported 18.5% growth, beating estimates. All stocks declined post-earnings, with IART down 17.7%, TFX flat, LMAT down 24.9%, and ISRG down 12.3%.

TELEFLEX INC (TFX) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Exhibit 99.1 Teleflex Appoints Veteran Medical Technology Executive Sean M. Salmon to Teleflex Board of Directors Wayne, Pa., September 8, 2026 - Teleflex Incorporated (NYSE:TFX), a leading global provider of medical technologies, today announced the appointment of Sean M. Salmon

Teleflex Inc. (NYSE:TFX) appointed Sean M. Salmon, a former Medtronic (NYSE:MDT) executive, to its Board of Directors. Salmon brings over 20 years of experience in medical technology, most recently leading Medtronic's Cardiovascular Portfolio. The appointment increases Teleflex's board to nine members, with eight being independent. Salmon will serve on the Growth and Operating Committee.

Teleflex Inc. (NYSE: TFX) will showcase its Dynetic-35 Stent System at CIRSE 2026. The system, supported by the BIONETIC-TRA study, demonstrated 100% procedural success for treating iliac artery lesions via trans-radial approach, offering an alternative to traditional femoral access. The study, led by Dr. Michael Lichtenberg, showed low radial artery occlusion rates and a non-complex learning curve.

Teleflex (TFX) reported Q2 revenue of $570.3M, up 28.9% YoY, but GAAP EPS fell to $0.96. The company completed a $1.5B divestiture, repurchased $250M in stock, and raised full-year adjusted EPS guidance to $6.90-$7.20. However, it cut full-year revenue and EPS growth forecasts due to slower-than-expected integration of its Biotronik acquisition.