Healthcare has long been defined by structural demand and high barriers to entry, but even high-quality businesses are not immune to periods of slower growth. Temporary product transitions, shifting procedure volumes, or portfolio rebalancing can weigh on sentiment, often long before the underlying fundamentals begin to improve.

That disconnect is now starting to close. After several years of uneven momentum, the company is entering a phase where new products, broader indications, and faster-growing cardiovascular interventions are aligning. Analysts increasingly see a credible path back to double-digit revenue growth, turning what once looked like stagnation into a renewed acceleration story.

Top points of the analysis

• High-margin business with a strong position in cardiovascular medical technologies.

• Return to double-digit revenue growth from new products and indications.

• TMT segment growing at a rate of over 50% year-over-year in constant currencies.

• Very strong balance sheet with a net…