Week in Review - July 3 to 10, 2026

Research evidence excerpt

Week in Review - July 3 to 10, 2026

FOCUS IN THIS ISSUE

Industrial Products - Vik Chopra is launching coverage of MedTech at a Macro and Sector Updates

time when the sector trades near its widest discount to the S&P 500 in BMO Global Commodities Research

a decade despite healthy fundamentals, broad 1Q beats, and resilient

Business Services Business Services Business Services ...

procedure demand. With investors focused on AI/Tech, MedTech appears

under-owned and overlooked, creating an attractive opportunity ahead of Business Services - 2Q26 Staffing Survey: Solid 2Q Gro...

a potential re-rating. Our top ideas are ISRG, GMED, and TFX. Education

Environmental Services Environmental Services Environm...

INITIATIONS/TRANSFERS

Environmental Services - Residential Collection: Conti...

Align Technology Food Retail

Vik Chopra, Medical Supplies & Devices Analyst - Medical Supplies & Devices Freight Monitor Weekly

Initiate at OP: Smile Now, Pay Later Metals & Mining - US Metals & Mining - US Metals & Min...

OP $185.22 $209.00 $13,265 Metals & Mining - US - Steel Monitor: Spot Prices Reac...

Rating Price Target Mkt Cap. Industrial Products

Apotex Health Insurance Property & Casualty - Allstate Biggest Benef...

Evan David Seigerman, BioPharma Analyst - BioPharma Insurance Property & Casualty Insurance Property & Cas...

Initiate at OP: Don't Stop Believin' in APTX’s Journey to Portfolio Expansion Medical Supplies & Devices - Into 2Q: Takeaways From M...

Medical Supplies & Devices - Initiating Coverage of Me...

OP $33.95 $39.00 $7,758

Rating Price Target Mkt Cap. Medical Supplies & Devices - What 50 Hospital Execs To...

E&P - Canada

Alphatec Holdings

Software Software - HCM CY2Q26 Preview: Important

Vik Chopra, Medical Supplies & Devices Analyst - Medical Supplies & Devices Guid...