Veeva Systems Inc. (VEEV) is projected for strong growth in the coming quarters due to its robust product portfolio, strategic partnerships, and strong first-quarter fiscal 2026 performance. The company has seen a 31.7% year-to-date share rise, outpacing industry growth and the declining S&P 500. Key drivers include the migration of top pharma firms to its next-gen Vault CRM, adoption of AI-driven tools like CRM Voice Control and Veeva AI, and strategic deals such as with Boehringer Ingelheim and Walgreens Boots Alliance. Despite strong performance, rising operational costs—particularly in general and administrative expenses and sales and marketing—are a concern. The company anticipates 26.2% annual growth over the next five years and has received positive estimate revisions for fiscal 2026 earnings and revenue. Other medical sector stocks like Medpace Holdings (MEDP), West Pharmaceutical Services (WST), and Boston Scientific (BSX) are also highlighted for strong quarterly results.

Several medical, gold mining, and aerospace companies earned spots on various IBD best stock lists as of August 12, 2025. Halozyme Therapeutics, a medical company developing cancer treatments, was included in the Sector Leaders and Stock Spotlight lists. Franco-Nevada, a top-rated gold miner, joined the Big Cap 20 and Stock Spotlight. Karman, an aerospace and defense firm, made the IPO Leaders and Stock Spotlight lists. Other medical companies such as BeOne Medicines, TransMedics, Tarsus Pharma, Medpace, and Hinge Health also joined IBD best stock watchlists. The IBD best stock screens are updated regularly to reflect strong performance and fundamentals, with changes effective as of August 12, 2025.

Exact Sciences Corporation (EXAS) reported stronger-than-expected second-quarter 2025 earnings and revenue, with EPS of 22 cents versus a Zacks consensus estimate of a 2-cent loss, and consolidated revenues of $811.1 million, up 16% year-over-year. Screening revenues increased 18% to $811 million, driven by Cologuard rescreens and care gap programs, while Precision Oncology revenues rose 9% to $183 million due to international adoption of Oncotype DX. The company recognized $7.5 million in sublicensing revenue from TwinStrand's technology. Despite the revenue and earnings beat, shares fell 8% to $43.16 after the earnings announcement. The company updated its full-year 2025 revenue guidance to $3.130–$3.170 billion, with Screening revenues expected at $2.440–$2.470 billion and Precision Oncology at $690–$700 million. Adjusted EBITDA guidance was raised to $455–$475 million. EXAS also expanded payer agreements, launched a blood-based colorectal cancer test with Freenome, launched Oncodetect for molecular residual disease testing, secured Medicare coverage, and introduced a multiyear productivity plan to achieve $150 million in annual savings by 2026. The company reiterated its long-term targets of 15% compounded revenue growth and over 20% adjusted EBITDA margins. However, gross margin contracted to 69.4% due to rising costs of revenues. The stock currently holds a Zacks Rank #3 (Hold), with comparisons made to Medpace Holdings (Zacks Rank #1), GeneDx Holdings (Zacks Rank #2), and Boston Scientific (Zacks Rank #2).

Cardinal Health, Inc. (CAH) reported fourth-quarter fiscal 2025 adjusted earnings per share of $2.08, exceeding the Zacks Consensus Estimate of $2.03 by 2.5%, with a 13% year-over-year improvement in earnings. GAAP EPS was $2.10, up from 96 cents in the prior-year period. Sales were flat at $60.2 billion, slightly missing the estimate. Pharmaceutical revenues were nearly flat at $55.4 billion, but excluding the impact of a contract expiration with OptumRx in June 2024, they grew 22% year over year. The segment reported a profit of $535 million, up 11%. The Global Medical Products and Distribution segment saw 3% year-over-year revenue growth and a profit of $70 million. The Other segment, including at-Home Solutions, Nuclear and Precision Health Solutions, and OptiFreight Logistics, recorded 37% revenue growth and a 44% profit increase. Gross profit rose 17% to $2.2 billion, with a 50 basis point expansion in gross margin. Distribution, selling, general and administrative expenses increased 16% to $1.48 billion. Operating income rose 7% to $428 million, with adjusted operating income up 19% to $719 million. The company ended the quarter with $3.33 billion in cash and cash equivalents, up from $3.81 billion in the second quarter of 2025. Net cash from operations was $2.91 billion. Cardinal Health raised its fiscal 2026 adjusted EPS guidance to $9.30–$9.50, up from $9.10–$9.30, beating the Zacks Consensus Estimate of $9.21. The company expects 11–13% revenue growth in the Pharmaceutical segment, 2–4% in the Medical segment, and 26–28% in the Other segment, with corresponding profit growth. Strategic initiatives include the acquisition of Advanced Diabetes Supply and the purchase of Solaris Health, the nation’s largest urology management services organization. The company also launched the U.S. version of the Kendall DL Multi System, expanded community programs like Equity Rx, and released an industry report on cell and gene therapy. Despite strong profit growth, shares fell 10.6% in pre-market trading. The company has a Zacks Rank #2 (Buy), and is noted alongside other medical stocks such as Medpace Holdings (MEDP), West Pharmaceutical Services (WST), and Boston Scientific (BSX), which also reported strong quarterly results.

Bruker Corporation reported lower-than-expected earnings and revenue for the second quarter of 2025, with adjusted EPS of 32 cents, down 38.5% year over year and falling short of estimates. GAAP EPS was 5 cents, in line with the prior year. Revenue was $797.4 million, slightly above estimates, but organic revenue declined 7% after adjusting for acquisitions and currency. Segment-wise, BSI revenues fell 0.3% due to weak demand in biopharma and industrial markets, while BEST segment revenues dropped 4.1% due to softness in clinical MRI and a strong prior-year comparison. Gross profit fell 6.9% to $357.9 million, with gross margin contracting to 44.9%. SG&A and R&D expenses rose, and adjusted operating profit declined 63% to $26.3 million. The company exited the quarter with $92 million in cash and $2.44 billion in long-term debt. Bruker has lowered its full-year 2025 revenue guidance to $3.43–$3.50 billion and adjusted EPS guidance to $1.95–$2.05, citing uncertainty around U.S. academic funding, China stimulus, tariffs, and demand recovery. The company announced a $100 million–$120 million cost savings initiative for fiscal 2026. Shares fell 7.6% following the announcement. Medpace Holdings, GeneDx Holdings, and Boston Scientific are highlighted as outperforming peers with strong earnings beats.