Portable Ultrasound Market Size & Growth Forecast to 2030
The portable ultrasound market is projected to grow from USD 2.49 billion in 2025 to USD 3.83 billion by 2030, exhibiting a CAGR of 9.0%. This growth is driven by increasing demand for point-of-care diagnostics, technological advancements, and the integration of AI. North America currently holds the largest market share, with Asia-Pacific expected to be the fastest-growing region.
Hologic’s VP of marketing on the company’s WNBA foray
Hologic, a diagnostics and medical imaging company, has partnered with WNBA star Erica Wheeler for its "Ultimate Defense" campaign, focusing on boosting Pap and HPV screenings among women to prevent cervical cancer. Michelle Janisch, Hologic's VP of marketing, noted the campaign leverages the growing momentum in women's sports and aims to reach a wider audience with important women's health messages. This initiative follows Hologic's previous collaborations with female celebrities like Mary J. Blige to promote health screenings.
J&J Explores $20 Billion-Plus Sale of Orthopedics Unit
Johnson & Johnson is reportedly exploring a sale of its orthopedics unit, DePuy Synthes, which could be valued at over $20 billion. The company is preparing documents for potential buyers, including large private equity firms and rival medical device players. This move comes after J&J announced plans in October to separate the slower-growing business, considering options like a spinoff or sale for greater value.
Europe Diagnostic Imaging Market is expected to reach US$ 12.32
The Europe Diagnostic Imaging Market is projected to grow from US$ 7.6 billion in 2023 to US$ 12.32 billion by 2031, exhibiting a CAGR of 6.2%. This growth is attributed to rising chronic diseases, aging populations, technological advancements, and a demand for early medical diagnosis. Key players in this market include Siemens Healthineers AG, GE Healthcare, Hitachi Medical Corporation, Hologic Inc., and Philips Healthcare.
T. Rowe Price discloses 2.7% Hologic (HOLX) stake in Schedule 13G/A
T. Rowe Price Investment Management, Inc. has filed an amended Schedule 13G/A, reporting a beneficial ownership of 2.7% of Hologic, Inc. common stock, totaling 5,932,301 shares, as of December 31, 2025. The filing indicates that these securities were acquired and are held in the ordinary course of business and not for the purpose of influencing the control of Hologic. T. Rowe Price explicitly denies beneficial ownership despite reporting the position for regulatory compliance.
West Pharmaceutical clears $1B for stock buybacks and a May dividend
West Pharmaceutical Services (NYSE: WST) has declared a regular quarterly dividend of $0.22 per share, payable on May 6, 2026. Additionally, the company's board has authorized a new $1.0 billion share repurchase program with no expiration date, following the full utilization of its previous program. These actions highlight West's ongoing commitment to returning capital to shareholders through both dividends and buybacks.
How to Play Hologic Stock Post Q1 Earnings and Progress on Buyout?
Hologic's $18.3 billion private takeover by Blackstone and TPG is nearing completion, with shareholder approval and a recent regulatory nod from China. Despite this progress, Hologic reported mixed Q1 fiscal 2026 results, missing analyst forecasts for both revenue and earnings, and its stock is trading near the buyout cash price, limiting upside for current shareholders. Zacks Investment Research recommends that investors consider exiting their positions due to minimal upside potential and premium valuation.
Hologic, Inc. (HOLX) Stock Report: Unpacking The 2.08% Upside Potential For Investors
Hologic, Inc. (HOLX) is a healthcare company specializing in diagnostics, medical imaging, and surgical solutions, particularly for women's health, with a market capitalization of $16.75 billion. The stock is currently trading at $75.04 with a bullish sentiment indicated by its moving averages and a neutral RSI. Analysts have a cautious optimism with an average target price of $76.60, suggesting a 2.08% potential upside.
Molecular Diagnostics Market is expected to reach US$ 37.19 billion by 2033 | Major key players - Hologic Inc, F. Hoffmann-La Roche Ltd, Thermo Fisher Scientific Inc, Abbott Laboratories, QIAGEN N.V
The global Molecular Diagnostics Market is projected to reach US$ 37.19 billion by 2033, growing at a CAGR of 5.8% from US$ 21.01 billion in 2024. Key market players include Hologic Inc, F. Hoffmann-La Roche Ltd, and Thermo Fisher Scientific Inc. Recent developments in the US and Japan highlight advancements in cancer detection, infectious disease testing, and personalized medicine, driven by new technologies and regulatory approvals.
How to Play Hologic Stock Post Q1 Earnings and Progress on Buyout?
Hologic's $18.3 billion private takeover by Blackstone and TPG is nearing completion, with shareholder approval and regulatory clearance from China. Despite missing Q1 fiscal 2026 revenue and earnings forecasts, the company's Aptima HPV Assay recently received FDA approval for primary screening. Given the minimal upside from the buyout price and underperformance compared to peers, Zacks Investment Research suggests investors consider exiting their positions.
How to Play Hologic Stock Post Q1 Earnings and Progress on Buyout?
Hologic's $18.3 billion private takeover deal by Blackstone and TPG is nearing completion, with shareholders and China's SAMR having approved the acquisition. The deal offers $76 per share in cash plus a contingent value right, representing a significant premium to the closing price before media reports emerged. Despite missing Q1 fiscal 2026 analyst forecasts, the limited upside for shareholders due to the proximity of the buyout and the stock's current valuation suggests investors might consider exiting their positions.
How to Play Hologic Stock Post Q1 Earnings and Progress on Buyout?
Hologic's $18.3 billion takeover by Blackstone and TPG is nearing completion after shareholders approved the deal and China's SAMR gave its regulatory nod. Despite this progress, Hologic reported disappointing Q1 fiscal 2026 earnings, missing top and bottom-line forecasts. With the stock price close to the buyout offer and limited upside, analysts suggest investors might consider exiting their positions, as tariffs have impacted profitability and recent price performance has been suboptimal compared to peers.
Hologic Receives FDA Approval for Aptima® HPV Assay Primary Screening Option, Expanding Cervical Health Portfolio
Hologic, Inc. announced FDA approval for its Aptima® HPV Assay for clinician-collected HPV primary screening, expanding its cervical cancer screening portfolio. This mRNA-based assay detects infections most likely to lead to cervical cancer and offers greater flexibility in screening options, including Pap + HPV co-testing, Pap testing, and HPV primary testing. The approval follows a large real-world evidence study demonstrating the assay's clinical comparability to DNA-based HPV tests.
ING Groep NV Takes $1.94 Million Position in Hologic, Inc. $HOLX
ING Groep NV has acquired a new position in Hologic, Inc. (NASDAQ:HOLX) during the third quarter, purchasing 28,754 shares valued at approximately $1.94 million. Several other institutional investors have also adjusted their holdings in Hologic, with hedge funds and institutional investors collectively owning 94.73% of the company's stock. Analyst ratings for Hologic are predominantly "Hold," with an average price target of $78.42, following recent downgrades and price target adjustments.
Hologic, Inc. $HOLX Shares Sold by Wealthfront Advisers LLC
Wealthfront Advisers LLC reduced its stake in Hologic, Inc. (NASDAQ:HOLX) by 23.8% in the third quarter, selling 18,960 shares and holding 60,680 shares valued at $4.095 million. Other institutional investors also adjusted their positions in the medical equipment provider. Hologic reported earnings of $1.04 per share, missing consensus estimates, and revenue of $1.05 billion for the quarter, with analysts forecasting $4.28 EPS for the current year.
Illinois Municipal Retirement Fund Purchases 29,143 Shares of Hologic, Inc. $HOLX
The Illinois Municipal Retirement Fund increased its holdings in Hologic, Inc. (NASDAQ:HOLX) by 20.4% in the third quarter, acquiring an additional 29,143 shares to reach a total of 172,294 shares valued at approximately $11.63 million. Despite this increase in institutional ownership, Hologic missed Q3 earnings estimates with EPS of $1.04 against an expected $1.09 and revenue of $1.05 billion versus forecasts of $1.07 billion. Analysts currently have a consensus "Hold" rating on Hologic stock, with an average target price of $78.42.
A Look At QuidelOrtho (QDEL) Valuation After Earnings Update And CFO Transition News
QuidelOrtho (QDEL) recently released its Q4 and full-year 2025 results and provided 2026 revenue guidance, alongside news of a CFO transition. Despite a significant decline in its 1-year share price, the company's valuation narrative suggests it is 24.9% undervalued, with a fair value target of $38.33 per share. This positive outlook is partly driven by the acquisition of LEX Diagnostics and its potential to boost recurring revenues with rapid molecular point-of-care platforms, though ongoing challenges like COVID testing decline and China pricing pressures are noted risks.
Hologic, Inc. $HOLX is Sound Shore Management Inc CT's 9th Largest Position
Sound Shore Management Inc CT reduced its stake in Hologic, Inc. (NASDAQ:HOLX) by 3.3% in the third quarter, making it their 9th largest holding with 1,337,653 shares valued at $90.28 million. Hologic recently missed quarterly earnings and revenue expectations ($1.04 EPS vs. $1.09, $1.05B revenue vs. $1.07B), despite a 2.5% year-over-year revenue increase. The stock currently has a "Hold" consensus rating from Wall Street analysts with a target price of $78.42.
Avanos Medical, Inc. (NYSE:AVNS) Held Back By Insufficient Growth Even After Shares Climb 26%
Avanos Medical (NYSE:AVNS) shares recently surged 26%, yet the company's price-to-sales (P/S) ratio of 1x remains low compared to the Medical Equipment industry average. This low P/S ratio is attributed to the company's sluggish revenue growth, which has lagged behind competitors, with analyst forecasts predicting only 0.9% growth next year versus 52% for the industry. Despite the recent stock increase, the insufficient growth outlook continues to deter investors from valuing the stock higher.
What To Expect From Artivion's (AORT) Q4 Earnings
Artivion (AORT) is set to report its Q4 earnings this Thursday. Analysts project a 20.2% year-on-year revenue growth to $117 million and adjusted earnings of $0.18 per share. The company has a history of exceeding revenue estimates, and recent peer performance in the healthcare equipment sector offers mixed signals.
Azzad Asset Management Inc. ADV Trims Position in Hologic, Inc. $HOLX
Azzad Asset Management Inc. ADV significantly reduced its stake in Hologic, Inc. (NASDAQ:HOLX) by 48.3% in the third quarter, selling 14,000 shares and retaining 14,978 shares valued at approximately $1.01 million. This reduction comes amidst a "Hold" consensus rating from Wall Street analysts, with an average price target of $78.42, following several downgrades and target adjustments. Hologic's recent earnings report also missed analyst expectations for both EPS and revenue, though the stock trades near its 1-year high with a market capitalization of $16.8 billion.
Is Wall Street Bullish or Bearish on Hologic Stock?
Hologic, Inc. (HOLX) has shown slight outperformance against the broader market over the past 52 weeks, with its stock increasing 16.2% compared to the S&P 500's 15.6% gain. Despite this, the stock marginally underperformed the S&P 500 on a YTD basis and faced pressure after its Q1 2026 results due to missed expectations, weak Diagnostics revenue, and tariff costs. Analysts currently have a "Hold" rating on HOLX, with a mean price target suggesting a marginal premium to its current price.
Is Hologic (HOLX) Pricing Reflect Its Cash Flow Strength After Recent Stability In Diagnostics?
This article analyzes Hologic's (HOLX) stock valuation using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratios. The DCF model suggests Hologic is undervalued by 31.2% with an intrinsic value of US$109.05, while its current P/E of 30.80x indicates it is slightly overvalued compared to its Fair Ratio of 28.62x. The report concludes that despite stability in diagnostics, the stock presents mixed valuation signals.
Is Wall Street Bullish or Bearish on Hologic Stock?
Hologic, Inc. (HOLX) is a medical technology company with a market cap of $16.7 billion, focusing on women's health. Its stock has slightly outperformed the S&P 500 over the past year but lagged on a YTD basis. Despite a marginal decline after Q1 2026 results and mixed earnings surprise history, analysts maintain a "Hold" consensus rating with a mean price target representing a marginal premium.
Is Hologic (HOLX) Pricing Reflect Its Cash Flow Strength After Recent Stability In Diagnostics?
This article analyzes Hologic (HOLX) stock valuation using two methods: Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio. The DCF model suggests Hologic is undervalued by 31.2%, with an intrinsic value of US$109.05 per share compared to its recent price of US$75.02. Conversely, analysis of its P/E ratio (30.80x) against its Fair Ratio (28.62x) indicates the stock is slightly overvalued.
Bone Mineral Densitometry (BMD) Market is expected to reach US$ 452.88 million by 2031 | Major Companies - GE HealthCare, Hologic, Inc., BeamMed Inc., Echolight S.p.a
The global Bone Mineral Densitometry (BMD) Market, valued at US$ 326.19 million in 2023, is projected to reach US$ 452.88 million by 2031, growing at a CAGR of 4.2%. This growth is driven by aging populations, increased awareness of bone disorders, and demand for preventive healthcare solutions. Recent developments include partnerships for remote monitoring, AI-enhanced systems, and expanded coverage for portable DXA scanners, with key players like GE HealthCare and Hologic, Inc. leading the market.
Earnings To Watch: QuidelOrtho (QDEL) Reports Q4 Results Tomorrow
QuidelOrtho (NASDAQ:QDEL) is set to report its Q4 earnings on Wednesday after the bell, with analysts expecting revenue to be flat year-on-year at $701.2 million and adjusted earnings of $0.42 per share. Despite generally reconfirmed estimates, the healthcare equipment and supplies sector has underperformed, with QuidelOrtho's shares down 12.3% in the last month. The company has a history of beating revenue estimates but missed full-year EPS guidance last quarter.
Inspire Medical Systems (INSP) Q4 Results: Anticipated Outcomes
Inspire Medical Systems (INSP) is set to announce its Q4 financial results, with analysts projecting $266.3 million in revenue and $0.68 adjusted EPS. The company has a history of outperforming revenue expectations but has seen a significant stock decline recently amid broader market volatility. The article provides context by reviewing the performance of industry peers and discusses the current economic climate affecting the healthcare equipment sector.
China approves Blackstone, TPG acquisition of medtech firm Hologic
China's market regulator has approved the $18.3 billion acquisition of medical diagnostics firm Hologic by private equity firms Blackstone and TPG. This deal, announced in October and valued at $18.3 billion, marks the largest medical devices transaction in nearly two decades. Hologic, which develops medical imaging and diagnostic products for women's healthcare, has manufacturing and partnership operations in China.
China regulator approves Blackstone, TPG acquisition of medtech firm Hologic
China's market regulator has approved the acquisition of medical diagnostics firm Hologic by private equity firms Blackstone and TPG. The deal, valued at $18.3 billion including debt, is one of the largest in the medical devices sector in recent years. Hologic specializes in women's healthcare products and has operations and partnerships in China.
Nuance Investments LLC Sells 1,017,410 Shares of Hologic, Inc. $HOLX
Nuance Investments LLC significantly reduced its stake in Hologic, Inc. (NASDAQ:HOLX) by selling 1,017,410 shares, representing a 73.8% cut. After the sale, Hologic remains Nuance's 15th largest holding, valued at approximately $24.39 million. The medical equipment provider recently missed analyst estimates for its quarterly earnings and revenue, though its stock trades near its 52-week high with a market capitalization of around $16.7 billion.
Twin Capital Management Inc. Cuts Position in Hologic, Inc. $HOLX
Twin Capital Management Inc. significantly reduced its stake in Hologic, Inc. (NASDAQ:HOLX) by 77.5% in the third quarter, selling 18,345 shares and retaining 5,337 shares valued at $360,000. Hologic recently reported Q3 EPS of $1.04, missing the consensus estimate of $1.09, with revenue of $1.05 billion against an expected $1.07 billion. The stock carries a "Hold" rating from analysts with an average price target of $78.42.
Teleflex Stock In Focus: Steady Climber, Quiet Catalyst – Is This Medtech Sleeper Still A Buy?
Teleflex's stock has quietly outperformed the broader medtech sector over the past year, exhibiting steady growth despite market volatility. The company recently reported reassuring quarterly earnings, reaffirmed its full-year outlook, and continues to receive "Buy" ratings from Wall Street analysts who appreciate its diversified portfolio, incremental innovation, and disciplined financial management. This article explores Teleflex's investment performance, recent catalysts, strategic DNA, and future prospects, suggesting it remains a compelling option for long-term investors.
Hologic’s Aptima assay secures FDA approval for HPV primary screening
Hologic's Aptima HPV assay has received FDA approval for clinician-collected primary screening, expanding its cervical health portfolio. This mRNA-based test is currently the only FDA-approved one designed to identify high-risk HPV infections leading to cervical cancer. This approval follows a large real-world study demonstrating its comparable clinical sensitivity to DNA-based tests for detecting precancerous cervical lesions.
Hologic’s Aptima HPV assay receives FDA approval for primary screening
Hologic, Inc. (NASDAQ:HOLX) announced its Aptima HPV Assay has received FDA approval for clinician-collected HPV primary screening, expanding the company’s cervical cancer screening capabilities. This assay is the only FDA-approved mRNA-based HPV test for detecting infections most likely to lead to cervical cancer, and its approval follows a real-world evidence study involving over 650,000 women. The company’s stock is trading near its 52-week high, reflecting its strong financial health and market position, despite a recent earnings miss.
National Pension Service Grows Position in Hologic, Inc. $HOLX
National Pension Service increased its stake in Hologic, Inc. (NASDAQ:HOLX) by 33.3% during the third quarter, bringing their total holdings to 59,303 shares valued at approximately $4.00 million. Despite this, Hologic recently missed earnings expectations, reporting EPS of $1.04 against an anticipated $1.09 and revenue of $1.05 billion versus $1.07 billion expected. The stock currently holds a consensus "Hold" rating with an average target price of $78.42, and institutional investors own about 94.73% of the company's shares.
Machina Capital S.A.S. Buys 13,426 Shares of Hologic, Inc. $HOLX
Machina Capital S.A.S. significantly increased its stake in Hologic, Inc. (HOLX) by 264.9% in the third quarter, acquiring an additional 13,426 shares to bring its total holdings to 18,494 shares valued at approximately $1.25 million. This move is part of a broader trend of increased institutional investment, with several other large institutions also boosting their positions, leading to 94.73% institutional and hedge fund ownership of the stock. Despite this, analysts have a consensus "Hold" rating on Hologic with a target price of $78.42, following the company's recent miss on quarterly earnings and revenue estimates.
FDA Approves Hologic’s Aptima HPV Assay Primary Screening Option
Hologic's Aptima HPV Assay has received FDA approval for clinician-collected HPV primary screening, expanding its utility as the only FDA-approved mRNA-based assay for detecting cervical cancer-linked infections. This approval provides clinicians with more flexibility and choice in cervical cancer screening methods, complementing the existing Pap + HPV co-testing and Pap testing options. The decision follows a large real-world study demonstrating the assay's clinical comparability to DNA-based HPV tests for primary screening.
Hologic’s Aptima HPV assay receives FDA approval for primary screening
Hologic, Inc. (NASDAQ:HOLX) received FDA approval for its Aptima HPV Assay for clinician-collected HPV primary screening, expanding its cervical cancer screening offerings. This mRNA-based HPV test detects infections most likely to lead to cervical cancer and is Hologic's third FDA-approved screening method. The company, which boasts a strong 60.38% gross profit margin, continues to innovate in women's health diagnostics.
Hologic Receives FDA Approval for Aptima HPV Assay Primary Screening Option, Expanding Cervical Health Portfolio
Hologic, Inc. announced that its Aptima HPV Assay has received FDA approval for clinician-collected HPV primary screening, expanding its cervical health solutions portfolio. This mRNA-based assay is designed to detect HPV infections most likely to lead to cervical cancer, offering providers more flexibility in screening options alongside co-testing and Pap testing. The approval follows a large real-world evidence study demonstrating the assay's comparable sensitivity for detecting high-grade cervical lesions.
Hologic Receives FDA Approval for Aptima® HPV Assay Primary Screening Option, Expanding Cervical Health Portfolio
Hologic, Inc. announced FDA approval for its Aptima® HPV Assay for clinician-collected HPV primary screening, expanding its cervical cancer detection offerings. This mRNA-based test is designed to identify infections most likely to lead to cervical cancer and supports clinical flexibility. The approval strengthens Hologic's commitment to women's health by providing multiple FDA-approved screening options.
Hologic Receives FDA Approval for Aptima® HPV Assay Primary Screening Option, Expanding Cervical Health Portfolio
Hologic's Aptima HPV Assay has received FDA approval for clinician-collected primary HPV screening, enhancing options for cervical cancer detection. This mRNA-based assay targets infections most likely to cause cancer and is supported by extensive real-world studies, providing greater flexibility for providers in diagnostic approaches. The approval expands Hologic's comprehensive cervical health portfolio, which includes various screening modalities and advanced digital diagnostic systems.
United States Bone Densitometer Devices Market is expected
The bone densitometer devices market, crucial for diagnosing osteoporosis, is projected to reach US$ 366.27 million globally by 2033, growing at a 4.6% CAGR. The United States market is anticipated to hit US$ 1.8 billion by 2033, driven by an aging population, rising osteoporosis prevalence, technological advancements, and increased awareness of early bone health screening. Key players include GE Healthcare, Hologic, Inc., and DMS Group, with recent developments focusing on enhanced diagnostic tools and reimbursement policies.
Hologic Receives FDA Approval for Aptima® HPV Assay Primary Screening Option, Expanding Cervical Health Portfolio
Hologic's Aptima® HPV Assay has received FDA approval for clinician-collected HPV primary screening, expanding its cervical cancer screening portfolio. This mRNA-based assay, designed to detect HPV infections most likely to lead to cervical cancer, offers clinical comparability to DNA-based tests based on a large real-world evidence study. The approval provides healthcare providers with more choices for cervical cancer screening, including co-testing, Pap testing, and HPV primary testing.
Hologic, Inc. (HOLX) is attracting investor attention: Here is what you should know
This article highlights investor interest in Hologic, Inc. (HOLX), a medical technology company focusing on women's health. It emphasizes the company's strong market position and recent financial performance as key factors attracting investors. The piece suggests that HOLX is a stock worth monitoring due to its potential for future growth.
GE HealthCare Q4 2025 Earnings Report: Projections & Analysis - News and Statistics
GE HealthCare (NASDAQ: GEHC) is set to release its Q4 2025 earnings, with analysts projecting revenues of $5.60 billion, a 5.3% year-on-year increase, and adjusted earnings of $1.40 per share. Despite missing revenue estimates four times in the last two years and a recent 5.9% stock decline, the company heads into the report with an average analyst price target of $92.15, notably higher than its current share price of $80.05. The article also provides context by mentioning peer performance in the healthcare equipment and supplies segment.
GE HealthCare (GEHC) Q4 Earnings Report Preview: What To Look For
GE HealthCare (GEHC) is set to announce its Q4 earnings this Wednesday. Analysts anticipate revenue growth of 5.3% to $5.60 billion and adjusted earnings of $1.40 per share, with estimates remaining stable. The company has a history of missing Wall Street's revenue estimates, and its stock is currently down 5.9% over the last month compared to a flat performance for its peers.
AustralianSuper Pty Ltd Sells 36,769 Shares of Hologic, Inc. $HOLX
AustralianSuper Pty Ltd reduced its stake in Hologic, Inc. (HOLX) by 30.9% in the third quarter, selling 36,769 shares and retaining 82,361 shares valued at approximately $5.56 million. This reduction comes as Hologic missed Q3 earnings and revenue estimates, reporting $1.04 EPS versus $1.09 expected and $1.05 billion in revenue against a $1.07 billion consensus. Despite institutional investors owning 94.7% of the stock, analysts currently hold a consensus "Hold" rating with a target price of $79.31.
QuidelOrtho Faces Profitability Pressures Yet Trades At Steep Valuation Discount
QuidelOrtho (NasdaqGS:QDEL) is experiencing declining revenues, thinner free cash flow margins, and a significant drop in return on invested capital, signaling profitability pressures in its diagnostics markets. Despite these challenges, the company's shares are trading at a steep discount, approximately 67.4% below Simply Wall St's fair value estimate and 29% below the analyst target. Investors are advised to monitor future revenue guidance, cash flow trends, and competitive commentary to assess the company's ability to address these pressures.
Intuitive Surgical Inc.'s (ISRG) Long-Run Growth Underestimated, Says TD Cowen
TD Cowen has initiated coverage on Intuitive Surgical, Inc. (ISRG) with a Buy rating and a $660 price target, highlighting the company's strong MedTech position and diverse growth drivers, which it believes Wall Street is underestimating. Freedom Capital Markets also upgraded the stock to Buy, raising its price target to $610, anticipating increased system sales and procedure volumes with the launch of the da Vinci 5 surgical system. Intuitive Surgical, a leader in minimally invasive care, is seen as a "must-own, secular growth story" despite rising competition.
