Medical Technology Stocks: Innovation Endures As Valuations Reset

Investors are questioning the staying power of medical technology (medtech) stocks, which have fallen from grace since the COVID-19 pandemic. The starting point is to distinguish between medtech and other healthcare industries.

Seeking Alpha • May 2, 2026

Global PMI: Tracking The Sectors Hit Hardest By The Middle East War

Survey data underscored how the war in the Middle East has already had a material impact on economic growth around the world. Drilling down deeper, the data showed weaker growth trends were recorded across all major industries globally.

Seeking Alpha • Apr 12, 2026

Can Forgotten Biotech Break Out?

After a 50%+ run from lows last April through highs in mid-January, the Biotech group has been trending sideways over the last few months. Biotech hasn't garnered much attention lately, with all the coverage of the Iran War and the AI Doom trade that's been taking down software stocks even as AI infrastructure stocks continue to surge.

Seeking Alpha • Apr 11, 2026

ARKG: Cathie Wood's Biotech Product Is In Rally Mode

ARK Genomic Revolution ETF (ARKG) maintains a "Buy" rating, driven by strong technicals and momentum despite a premium valuation. ARKG has outperformed XLV and SPY over the past year, returning 23% since July and beating the S&P 500 by 12 percentage points. The ETF's concentrated, small-cap, high-risk portfolio is supported by rising AUM, robust liquidity, and a bullish technical breakout.

Seeking Alpha • Jan 28, 2026

Cathie Wood Has 13 Big Ideas For 2026: Here's The Ark Invest List And Stocks To Watch

Ark Invest, led by Cathie Wood, issued another "Big Ideas" list on Wednesday, sharing themes for 2026 that investors should watch. This year's list comes after the firm reported a strong 2025, with its ETFs outperforming the S&P 500.

Benzinga • Jan 21, 2026

Investing In Health Stocks - How Policy Clarity Is Opening Doors

The healthcare sector has experienced one of its most significant de-ratings in 35 years, with valuations now at a 30% discount to the broader market. Healthcare trades at historical valuation discounts across multiple metrics.

Seeking Alpha • Nov 11, 2025

My Top 5 Biotech Stocks Big Pharma Could Buy Next

While AI hype reigns on Wall Street, the healthcare sector is still far from the peaks it reached during the COVID-19 pandemic. And what's more important, many of the biotech stocks remain outside of Mr. Market's interest zone. Since the exclusivity of key blockbusters of 'giants', including Merck and Pfizer, expires in the next 4 years, there is an urgent need to continue rejuvenating their portfolios of drugs.

Seeking Alpha • Oct 6, 2025

ARKG: I'm Holding Off Buying For These 3 Reasons

I maintain a hold rating on ARK Genomic Revolution ETF due to unprofitable top holdings, high operating costs, and limited approved treatments despite revenue growth. ARKG's high expense ratio and lack of dividend yield make it less attractive compared to peer genomic ETFs with better performance and lower fees. Top holdings like Tempus AI, CRISPR Therapeutics, and Twist Bioscience are either overvalued or struggle with profitability, limiting ARKG's upside.

Seeking Alpha • Aug 28, 2025

Cathie Wood's Top 10 Stock Picks: Unpacking Ark Funds Innovation Picks For The Next Decade

Ark Invest CEO Cathie Wood is known for her stock picks over the last decade, handpicking many of the growth stocks that find their way into the company's ETFs.

Benzinga • Aug 14, 2025

ARKG: April's Wash-Out Low Is Encouraging, Healthcare Still Soft

I reiterate a soft buy rating on ARKG, despite recent sector weakness and mixed technicals, due to its rebound and improving valuation. ARKG stands out for its concentrated portfolio, high risk/reward profile, and focus on the genomics revolution, though it lacks a dividend yield. The ETF has rebounded 42% off April lows, outperforming the S&P 500, but faces seasonal headwinds and resistance near $28-$31.

Seeking Alpha • Jul 25, 2025