3 Healthcare Pathbreakers With Long-Term Tailwinds

Written by Nathan ReiffIn the world of healthcare stocks, a major innovation, new medical device, or successful drug treatment can cement a firm’s position as a leader. Unfortunately, many firms chase after these goals and never achieve them. To truly achieve long-term success in this sector, a company must be able to provide a technology or group of products so compelling as to withstand competition, generic alternatives, and a host of other threats.

Predicting these firms—the pathbreakers with true staying power over the long term—is notoriously difficult. Analysts have homed in on three companies, based in the Netherlands, Ireland, and the United States, respectively, that may be positioned for extended success. We explore these firms—argenx SE (NASDAQ: ARGX), ICON plc (NASDAQ: ICLR), and Edwards Lifesciences Corp. (NYSE: EW)—more closely below.

Dominant Position in Unique Autoimmune Condition Treatment

Biotech firm argenx develops treatments for autoimmune diseases using a unique approach known as antibody fragment therapy. The company’s main candidate is efgartigimod, also known as VYVGART, which aims to treat chronic autoimmune conditions such as myasthenia gravis. To this day, efgartigimod occupies a unique space as the first and only FDA-approved FcRn antagonist, which blocks a certain receptor to reduce antibody levels.

As argenx looks to expand VYVGART into a variety of other autoimmune indications, the company is aiming to solidify its position as the go-to firm for a fully unique and potent treatment option. However, argenx also has other promising assets in development, including multiple Phase III trials, helping to ensure that it’s not overly reliant on a single drug product.

With autoimmune conditions on the rise globally—and many of those conditions currently without any effective treatment whatsoever—argenx may hold the key to dominating a fast-growing corner of the market. As the company’s product sales increased by 97% year-over-year (YOY) in the latest quarter, it seems this work is already well underway. Analysts agree: shockingly, all 21 analysts rating ARGX shares have assigned a Buy rating to the stock.

Niche Service Provider ICON Has Revenue Resilience and a History of Buybacks

ICON is a contract research organization (CRO), a firm offering outsourced development and commercialization services to other healthcare industry companies. Since its $12-billion 2021 acquisition of PRA Health Sciences, ICON has become one of the very largest CROs in the world. The company is thus uniquely able to offer crucial services like decentralized clinical trials, an area in which ICON has become a global leader.

This type of clinical trial is increasingly in demand because it tends to be more cost-effective and to run over a shorter timeframe than other types of trials. This has manifested for ICON in strong long-term service contracts and resilient revenue despite external challenges to the industry; despite a slight YOY decline in revenue for the second quarter of the year, ICON still came out ahead of analyst predictions in this area, thanks in part to rising pass-through services.

The company has strong free cash flow, which has allowed it the flexibility to repurchase $250 million in shares in the latest quarter alone—and to authorize up to $1 billion in additional buybacks. This commitment to shareholder value, combined with ICON’s advantageous position in the industry, has prompted 10 out of 16 analysts to rate the company a Buy and to assign it a consensus price target more than 25% higher than the current price point.

Strong Position in the TAVR Space With a Hefty Investment in Tech Development As Well

Edwards Lifesciences is an innovator in the area of medical devices related to structural heart disease and is known in particular for its transcatheter aortic valve replacement system (TAVR), a minimally invasive alternative to open-heart surgery.

Edwards remains dominant in the healthcare industry for TAVR and has a leading global market share. Surgeons are also increasingly favoring TAVR over other types of surgeries, a shift that bodes well for Edwards over the long term.

Edwards is coming off of solid earnings results for the second quarter, with both top- and bottom-line beats over expectations. However, EPS did decline by 3 cents per share YOY; analysts are not disturbed and still call for more than 12% earnings growth in the year to come, though.

Boosting this company’s potential as a pathbreaker is its expansive R&D, including via its expansion into the transcatheter mitral and tricuspid therapies space. This addressable market is potentially larger than the one for TAVR, and Edwards’ high margins and strong reinvestment of sales into R&D help to ensure that it will remain at the cutting edge technologically.

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3 Tariff-Proof Retailers Making New All-time Highs

Written by Dan SchmidtAmerican importers are facing the highest average tariff rates in nearly 100 years following President Trump’s India tariff bump, and businesses are quickly coming to terms with a difficult choice: take a margin hit from the added costs or pass the burden onto their customers.

So far, it’s been a mix of both, but the retail industry companies are beginning to buckle as their margins can’t support the ever-increasing import taxes.

However, not every company in the sector is struggling; these three companies have seen their stocks hit new all-time highs this month thanks to business strategies that help them avoid the bulk of the tariffs.

Companies That Avoid Tariffs Can Expand Margins

Tariffs naturally hurt companies that rely heavily on imported materials, but their impact is often felt far and wide throughout the economy. Knowing that their competitors will be forced to raise prices to protect their margins, domestic producers frequently raise their prices, as they can use the extra revenue to expand their margins.

Put on your pretend hat and imagine two companies that sell similar products for $20 a piece. Company A imports 80% of its material from a country with a 25% tariff, while Company B imports 20% with the same tariff rate. Company A will need to raise its price by $4 to maintain its margin, as most of its material will be subject to tariffs.

However, Company B can maintain its margins with only a $1 price increase.

If Company A charges $24 for its product, Company B can raise its prices to $23 and retain the extra $2 as profit. Not only does Company B now have a more competitive price, but it also has a more substantial margin.

This concept is even more pronounced in the retail sector, where margins are thin and competition is fierce.

Three Retail Giants With Minimal Tariff Headwinds

We’ve identified three major retailers with successful tariff mitigation strategies, and their stocks have been rewarded in 2025 with new all-time highs. Strong technical and fundamental trends are expected to continue driving these stocks upward throughout the remainder of the year.

eBay: Providing a Platform Instead of Merchandise

eBay Inc. (NASDAQ: EBAY) has reached new all-time highs thanks to its successful platform that pairs buyers and sellers.

You’re likely familiar with the eBay bidding process: potential customers bid on an item (similar to a silent auction) until the sale time runs out, at which point the item is awarded to the highest bidder.

eBay collects fees from sellers for each item sold on its platform, such as insertion fees for opening a bid or final value charges when an item is sold.

However, since eBay doesn’t own or hold any inventory, it doesn’t pay any tariffs; all import charges are the responsibility of the two parties initiating the transaction.

eBay’s business model has led to strong earnings growth, and its net margin is currently over 20%, a hefty number for a retailer. Despite the 51% year-to-date (YTD) gain, the stock still trades at just 20x earnings, substantially below the industry average of 35x earnings.

The uptrend is evident on the daily chart, but one area of concern is the support level at the 50-day simple moving average (SMA). EBAY shares broke out above trend following the company’s top- and bottom-line Q2 earnings beat, but a return to the 50-day SMA is possible from here.

Tractor Supply Co: Reliable Domestic Sourcing

Tractor Supply Co. (NYSE: TSCO) is more than just a farm equipment store; it’s a lifestyle brand with a dedicated clientele. Farms nationwide depend on Tractor Supply for equipment, machinery, animal feed, and other agricultural supplies.

And thanks to its domestic sourcing model, TSCO estimates that only 12% of its sales come from imported products.

The company posted a record sales of $4.44 billion in Q2 2025, and a new uptrend has recently brought the stock to a new all-time high. A bullish Golden Cross now appears on the daily chart, which is sure to delight TSCO shareholders.

The last Golden Cross formed for TSCO was in early 2024, and the stock gained 30% in less than 10 months afterward.

TJX: Buying Excess Apparel Avoids Import Taxes

The TJX Companies Inc. (NYSE: TJX) owns the bargain hunter’s favorite trio of stores in TJ Maxx, Marshalls, and HomeGoods. TJX employs a similar business model across all three: locating overstocked or excess inventory from other retailers and purchasing it at a discount.

In this model, tariffs are actually a tailwind since they often create chaos when major retailers place orders.

These orders are placed months in advance, and as the Trump tariff policy shifts rapidly, these retailers are forced to cancel or liquidate merchandise.

Supply chain disruptions are an advantage for the TJX umbrella, which leverages the opportunity to acquire brand-name merchandise at a steep discount.

TJX shares have soared this summer thanks to a Q2 earnings beat that featured 4% comp sales and a guidance raise to $59.6 billion in full-year revenue.

As the RSI and MACD indicated, Bullish technical trends also suggest further upside. Tariffs aren’t going away anytime soon, so TJX’s momentum is likely to continue as consumers feel more pressure to bargain hunt.

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With Shares Near Highs, Here’s to Watch in Broadcom’s Q3 Report

Written by Leo MillerBroadcom (NASDAQ: AVGO) has been one of the most talked-about names in the stock market as artificial intelligence (AI) has taken the world by storm. Many consider ChatGPT’s November 2022 public launch as the point where AI was thrust into the cultural zeitgeist. Underscoring Broadcom’s importance to AI is the massive gains the stock has seen since then.

From November 30, 2022, through late August 2023, shares generated a total return of about 489%.

With a market capitalization of around $1.45 trillion, Broadcom’s earnings reports are some of the most highly anticipated in the market. The semiconductor stock is set to release its Q3 results on Sept. 4, so we’ll dive into the key details that markets will be watching.

Broadcom Likely Needs Substantial Beats to See a Post-Earnings Surge

As with any stock, hitting its marks on revenue, adjusted earnings per share, and guidance will be key to Broadcom justifying its valuation. In Q2, Broadcom set its revenue guidance for Q3 at $15.8 billion, or a growth rate of 21%.

Wall Street estimates align with that figure, with MarketBeat expecting revenue of $15.82 billion. Adjusted EPS estimates come in at $1.66, which would represent a growth rate of 35%.

Still, posting small beats on these figures will unlikely push shares higher. NVIDIA (NASDAQ: NVDA) beat estimates on both sales and adjusted EPS on Aug. 27, and shares still fell slightly the next day.

Broadcom also beat slightly on both metrics in Q2, and shares dropped 5%.

Broadcom will likely need to beat significantly to see a post-earnings spike. This is because the stock has gained extensively over the past few months. Since Broadcom’s Q2 earnings release on June 5, shares are up nearly 26%.

Assuming its price of around $310 holds until Sept. 4, the stock will never have traded higher going into earnings. Broadcom’s forward price-to-earnings (P/E) ratio confirms its lofty valuation. The figure sits at over 42x, just below its all-time high mark of 43x.

Despite NVIDIA’s strong performance, the stock’s forward P/E was at a much less elevated 34x going into its latest earnings release on Aug. 27. That figure was nearly in line with its average forward P/E of 33x over the last three months.

Overall, these metrics suggest an elevated level of downside risk for Broadcom going into the Q3 report. Still, it is certainly conceivable that the company could post a significant beat and see shares gain. Providing guidance that puts revenue growth near the 25% range in Q4 would also likely go a long way.

Key Underlying Details that Could Influence Broadcom Stock

The most crucial aspect of Broadcom’s growth trajectory is its AI semiconductor revenues. The company expects to grow this business by 60% in Q3. Markets will surely want to see Broadcom hit or exceed this projection. The firm has also considered this growth rate sustainable into 2026. Providing commentary that reaffirms this will be key.

Possibly the most significant surprise catalyst that could launch Broadcom shares is commentary surrounding its four prospective AI chip customers. Any clear indication that Broadcom feels more confident that these prospects will turn into customers in 2026 or 2027.

This could expand the company’s serviceable addressable market (SAM) estimates.

However, the company has said it likely will not update its SAM until 2026, indicating that updates on prospective customers in Q3 are unlikely. Still, Broadcom left the door open to providing updates sooner, creating potential for an early reveal that could move the stock.

Markets will also want Broadcom to hit or exceed its 16% growth target in its second most important business, infrastructure software. Last quarter, Broadcom said 87% of its 10,000 largest VMware customers had adopted VMware Cloud Foundation (VCF). Seeing that number continue to rise will also be key.

Recent Price Targets Provide Counterweight to Q3 Downside Risk

Since the beginning of July, MarketBeat has tracked eight updated Wall Street price targets on Broadcom, with an average target of $326—suggesting modest upside potential from recent levels.

These latest targets contrast with the MarketBeat consensus price target of around $302, which implies 2% downside.

Broadcom’s valuation suggests the stock faces higher downside risk going into its Q3 earnings release. However, the recent surge in high price targets supports a bullish counterargument.

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