Healthcare and Biotech Stocks Surge in After-Hours Trading: Sensei, Praxis, Cooper, Vanda, Cue, ResMed
Sensei Biotherapeutics Surge: Sensei Biotherapeutics Inc. saw a significant after-hours increase of 62.9% to $17.20, following a previous rise and a report of a narrower third-quarter net loss compared to the previous year.
Praxis Precision Medicines Progress: Praxis Precision Medicines, Inc. rose 24.8% to $237.10 after positive EMBOLD study results led to an early recommendation for stopping the study, with plans for an NDA filing in early 2026.
CooperCompanies Financial Update: The CooperCompanies, Inc. climbed 13.0% to $87.01 after reporting a fourth-quarter net income decline but positive revenue growth, alongside a strategic review to enhance shareholder value.
Vanda Pharmaceuticals FDA Approval: Vanda Pharmaceuticals Inc. gained 7.5% to $5.59 after the FDA lifted a partial clinical hold on a protocol, allowing for expanded dosing of tradipitant following a successful dispute resolution request.
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- Earnings Beat: ResMed reported adjusted earnings of $2.81 for Q2 FY2026, exceeding the consensus estimate of $2.72, indicating a robust performance in profitability.
- Significant Sales Growth: Quarterly sales rose 11% year-over-year to $1.42 billion, surpassing the consensus of $1.396 billion, reflecting strong demand for sleep devices and accessories.
- Smart Comfort Device Approval: The FDA cleared ResMed's Personalized Therapy Comfort Settings (PTCS) for marketing as Smart Comfort, set to launch in early 2026, showcasing the company's innovation in obstructive sleep apnea treatment.
- Margin Improvement: Gross margin increased by 320 basis points to 61.8%, driven by manufacturing and logistics efficiencies, highlighting successful cost management strategies.
- Earnings Beat: ResMed reported an 11% year-over-year sales increase, surpassing analyst expectations, indicating strong performance and sustained demand in the medical device market.
- Margin Expansion: The growth in sales has led to improved profit margins, which not only enhances the company's financial health but also provides additional funding for future investments and R&D initiatives.
- Analyst Support: Despite competitive pressures, analysts remain optimistic about ResMed's long-term growth prospects, raising price targets, which reflects market confidence in its business model.
- Competitive Landscape: In the context of increasing competition, ResMed's ongoing growth and profitability will be crucial for maintaining its leading position in the industry, particularly through investments in innovation and product development.
- Quarterly Dividend Announcement: ResMed has declared a quarterly dividend of $0.60 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Dividend Yield: The forward yield of 0.93% reflects the company's appeal in the current market environment, potentially boosting shareholder confidence and encouraging long-term stock holding.
- Payment Schedule: The dividend is set to be paid on March 19, with a record date of February 12 and an ex-dividend date also on February 12, providing investors with a clear timeline to inform their investment decisions.
- Financial Outlook: In the upcoming Q2 2026 earnings report, ResMed is targeting a gross margin of 62%-63%, alongside double-digit growth in key segments, showcasing the company's strong performance in the market and future growth potential.
- Significant Revenue Growth: ResMed reported total revenue of $1.42 billion for Q2, reflecting an 11% year-over-year increase and 9% growth in constant currency, showcasing strong performance across its device and mask portfolio, thereby reinforcing its leadership in the medical device market.
- Margin Improvement: The company's gross margin reached 32.3% in the December quarter, up 110 basis points year-over-year, with operating profit increasing by 19%, which not only reflects successful cost control but also lays a solid foundation for future profitability.
- Innovative Product Launch: ResMed introduced the F30i Comfort and F30i Clear mask ranges, described as the first compact full-face fabric masks, expected to attract more customers and enhance market share, further driving the company's technological leadership in respiratory therapy.
- Increased Shareholder Returns: In Q2, ResMed returned $263 million to shareholders, including a quarterly dividend of $0.60 per share and $175 million in share repurchases, demonstrating the company's commitment to creating value for shareholders while sustaining growth.
- Earnings Beat: ResMed reported a Q2 non-GAAP EPS of $2.81, exceeding expectations by $0.09, indicating a robust profitability trend that may boost investor confidence.
- Stable Revenue Growth: The company achieved $1.4 billion in revenue for Q2, reflecting a 9.4% year-over-year increase, aligning with market expectations and demonstrating resilience in the medical device sector.
- Margin Improvement: Gross margin increased by 320 basis points to 61.8%, with non-GAAP gross margin rising by 310 basis points to 62.3%, showcasing successful cost control and product mix optimization, thereby enhancing profitability.
- Operational Income Growth: Income from operations rose by 18%, with non-GAAP operational income up 19%, indicating positive progress in operational efficiency and profitability, potentially supporting future investments.
- Earnings Release Date: ResMed (RMD) is set to announce its Q2 earnings on January 29th after market close, with a consensus EPS estimate of $2.72, reflecting an 11.9% year-over-year increase, which could further solidify its market position in the medical device sector.
- Revenue Expectations: The consensus revenue estimate stands at $1.4 billion, representing a 9.4% year-over-year growth, and achieving this would demonstrate the company's sustained growth potential in the medical device market, especially amid increasing economic uncertainty.
- Historical Performance: Over the past two years, ResMed has beaten EPS estimates 100% of the time and revenue estimates 75% of the time, which enhances investor confidence and may attract more institutional interest in the stock.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen 9 upward revisions and 3 downward revisions, while revenue estimates have experienced 6 upward and 10 downward revisions, indicating market divergence regarding ResMed's future performance, which could impact short-term stock price volatility.








