Ultime notizie per AVITA Medical (NASDAQ:RCEL) Azioni

AVITA MEDICAL INC

AVITA Medical

Avita is a single product company. Its RECELL system is an innovative burn treatment device which creates Spray-on Skin from a small skin sample within 30 minutes, thus avoiding or reducing the need for skin grafts. It's approved for the treatment of adult and paediatric patients in the US and an expanded indication for soft-tissue reconstruction. It is currently in roll-out across the approximately 136 US burn centers. Despite having product approval in Australia, Europe, Canada, and China, Avita is not actively marketing in those territories and focussing instead on the US region. However, it is expected to launch in Japan via distribution partner Cosmotec in second-half fiscal 2022. Avita is domiciled, and has its primary listing, in the US.

Scotiabank analyst Maher Yaghi maintains Quebecor (TSX:<a class="ticker" href="https://www.benzinga.com/stock/QBR#TSX">QBR</a>) with a Sector Perform and raises the price target from C$38 to C$40.5.

News

Price Target

Analyst Ratings

TSX:QBR

TSX:QBR/B

Scotiabank Maintains Sector Perform on Quebecor, Raises Price Target to C$40.5

WIIM

Intelligent Bio Solutions Inc. - Common Stock

INBS

Intelligent Bio Solutions shares are trading higher after the company announced the addition of the SmarTest Patch to its portfolio of non-invasive drug testing solutions.

AMD shares are trading higher amid the US government's decision to ease certain chip export restrictions to China. Additionally, the stock may be reacting to reports on the Trump administration's plan to announce a massive $70 billion investment in US AI and energy infrastructure.

The second-quarter earnings season for banks kicked off with blowout numbers from the biggest names on Wall Street, but investors weren't in <a href="https://www.benzinga.com/markets">the mood to celebrate.</a>
Despite a string of upside surprises in profit and trading performance, investors focused sharply on guidance and margin pressure, sending several top bank stocks lower.
The Financial Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLF#NYSE">XLF</a>), which tracks major U.S. banks, slid 1.1% by 10:15 a.m. in New York.
<h2 class="wp-block-heading">JPMorgan: Strong Results, But Higher Costs Hit Sentiment 

</h2>
JPMorgan Chase &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>) kicked off earnings season with second-quarter earnings per share of $5.24, blowing past the $4.47 consensus estimate by 17%. 
Revenues also came in strong at $45.68 billion, versus the expected $44.05 billion.
The standout driver: investment banking and trading, where equities and FICC (fixed income, currencies and commodities) revenues beat forecasts by $50 million and $470 million, respectively.
Despite a modest miss on net interest income (NII)—$23.31 billion vs. $23.59 billion expected—the bank lifted its full-year NII forecast to $95.5 billion from $94.5 billion. 
Return on equity jumped to 18%, well above the 15.1% estimate, and loan growth surged past expectations with $1.41 trillion in total loans.
"JPM delivered on strong fees and raised guidance, even as core NII came in light," Goldman Sachs analyst Richard Ramsden said in a client note, adding that the bank's 20.6% return on tangible equity was 360 basis points above its long-term guidance.
Yet, shares slipped 1.1% as investors zeroed in on higher expense projections and softening net interest margins.
Read also: <a href="https://www.benzinga.com/markets/earnings/25/07/46416888/jpmorgan-q2-earnings-dimon-warns-tariffs-risks">JPMorgan Q2 Highlights: Investment Banking Revenue Jumps, Dimon Warns Of Tariffs And Geopolitical Risk</a>
<h2 class="wp-block-heading">Citigroup: Clean Beat Drives Record High</h2>
Citigroup Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>) posted one of its strongest quarters in years, with EPS of $1.96 versus the $1.60 consensus. Revenue rose to $21.67 billion, topping estimates thanks to a robust trading environment. FICC revenue hit $4.27 billion, nearly 9% above expectations, while equities trading delivered $1.61 billion.
Trading was a bright spot: FICC sales and trading revenue came in at $4.27 billion, beating expectations by nearly 9%, while equities revenue rose to $1.61 billion. Net interest income also surprised on the upside at $15.18 billion, compared to the $14.05 billion forecast.
Citi now expects full-year adjusted revenue to be near $84 billion, reaffirming the upper end of its previous guidance. The strong report supports recent bullish analyst calls highlighting Citigroup as a top money center bank pick for the remainder of the year.
The market responded positively, with Citigroup shares rising 1% to set a new record high.
Read also: <a href="https://www.benzinga.com/markets/earnings/25/07/46417779/citigroup-q2-revenue-and-profit-jumps-cfo-says-recession-risk-has-fallen">Citigroup Q2 Revenue And Profit Jumps, CFO Says Recession Risk Has Fallen</a> 
<h2 class="wp-block-heading">Wells Fargo: Guidance Cut Overshadows Earnings Beat</h2>
Wells Fargo &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>) also beat expectations with second-quarter EPS of $1.60 versus the $1.41 estimate. Revenues landed at $20.82 billion, essentially in line. 
Yet, management trimmed its 2025 net interest income guidance to $47.7 billion, now expected to be flat year over year, citing lower market-related income. That modest disappointment was softened by solid fee income growth and stronger-than-expected loan performance.
"Wells delivered a mixed bag," Ramsden said, noting that while core EPS was slightly below Goldman estimates, loan growth and capital markets fees were encouraging.
Wells Fargo stock declined 4.7% on the news, making it the worst-performing large-cap bank on Tuesday.
Read also: <a href="https://www.benzinga.com/markets/earnings/25/07/46414749/wells-fargos-net-interest-income-shrinks-in-q2-bank-trims-outlook">Wells Fargo&#8217;s Net Interest Income Shrinks In Q2, Bank Trims Outlook</a> 
<h2 class="wp-block-heading">BlackRock: Record AUM Fails To Impress Investors</h2>
BlackRock Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) posted adjusted EPS of $12.05, easily beating the $10.87 estimate. While net inflows came in light at $67.74 billion—well below the $84.72 billion forecast—the firm's assets under management rose to $12.53 trillion, driven by strong equity flows and favorable market performance. 
Base fee revenue hit $4.45 billion, marginally above estimates, and the asset manager enters the second half of 2025 with a stronger fee base thanks to the closing of its HPS acquisition.
Despite the record AUM, BlackRock shares plunged 6.5%, as softer flows and rising expenses overshadowed the earnings beat.
Read also: <a href="https://www.benzinga.com/markets/earnings/25/07/46412039/blackrocks-aum-jumps-to-12-53-trillion-revenue-up-13">BlackRock&#8217;s Q2 Net Inflows, Performance Fees Take A Hit</a>
Photo: Shutterstock

Analyst Color

Equities

Large Cap

Sector ETFs

ETFs

Big Banks Smash Earnings Expectations But Rally Fails To Produce New Fuel

Scotiabank analyst Maher Yaghi maintains Cogeco Communications (TSX:<a class="ticker" href="https://www.benzinga.com/stock/CCA#TSX">CCA</a>) with a Sector Perform and raises the price target from C$75 to C$75.5.

TSX:CCA

Scotiabank Maintains Sector Perform on Cogeco Communications, Raises Price Target to C$75.5

<h4><a href="https://www.publicnow.com/view/6EB90C648F67E922595B079DD314311693B10542/37161">https://www.publicnow.com/view/6EB90C648F67E922595B079DD314311693B10542/37161</a></h4>
<h4> Constellation Commits to Billions of Dollars in Energy Investments at Inaugural Pennsylvania Energy and Innovation Summit</h4>
<h4>Projects to accelerate the restart of Crane Clean Energy Center, extend operating licenses and increase the output of nuclear plants will fuel economic development</h4>
PITTSBURGH (July 15, 2025) - Constellation announced commitments to spend billions of dollars on nuclear energy projects to fuel economic growth in Pennsylvania during the state's inaugural Energy and Innovation Summit, which was hosted by Sen. Dave McCormick and Carnegie Mellon University. The event was attended by President Donald Trump, key members of his cabinet, Gov. Josh Shapiro, Sen. John Fetterman, Rep. John Joyce, other members of the Pennsylvania congressional delegation and a bipartisan list of state legislative leaders. Also attending were dozens of top leaders in energy, artificial intelligence experts, labor leaders and investors from around the globe, among other guests.
The leadership of state and federal officials and the action of the Federal Energy Regulatory Commission earlier this year will allow the company to accelerate the restart of the Crane Clean Energy Center, which is now expected to return to service in 2027 - about a year ahead of schedule. The plant will generate electricity into the 2050s and will add approximately 835 megawatts of reliable energy to the grid in Pennsylvania. The project also will create 3,400 jobs, deliver $3.6 billion in tax revenue and add $16 billion to the state's GDP.
Constellation, which employs 2,500 people in the state, has asked the NRC to renew the operating license of the Peach Bottom Clean Energy Center to run until at least 2054, resulting in approximately 30 million person-hours of work over two decades and providing electricity valued in the tens of billions of dollars. Finally, Constellation is planning to operate the Limerick Clean Energy Center well into the 2040s and is working to secure customer commitments to increase its capacity by an additional 340 megawatts.

Contracts

Constellation Commits Billions To Nuclear Projects In Pennsylvania, Including Crane Plant Restart And Capacity Expansions, Announced At July 15 Energy And Innovation Summit; NOTE: Constellation Originally Made Commitments On June 25, 2025

Macro Notification

Politics

Economics

General

Reuters Cites Mexican President Sheinbaum Saying That Mexico Will Announce "Other Measures" If An Agreement With U.S. Regarding New Tariffs Is Not Reached By August 1

Scotiabank analyst Maher Yaghi maintains BCE (TSX:<a class="ticker" href="https://www.benzinga.com/stock/BCE#TSX">BCE</a>) with a Sector Outperform and raises the price target from C$39 to C$39.5.

TSX:BCE

Scotiabank Maintains Sector Outperform on BCE, Raises Price Target to C$39.5

Stifel analyst Selman Akyol maintains Spire (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SR#NYSE">SR</a>) with a Hold and raises the price target from $69 to $81.

Stifel Maintains Hold on Spire, Raises Price Target to $81

<h3 class="wp-block-heading">The Hard Lessons Behind the Shift to Modern Orthodontic Care</h3>
SmileDirectClub – once a high-flying DTC (direct-to-consumer) orthodontics startup – serves as a cautionary tale for healthcare investors. Founded in 2014, it raised nearly $400 million before its 2019 IPO, where it secured $1.3 billion and reached a valuation of almost $8.9 billion. Major backers <a href="https://techcrunch.com/2018/10/10/teeth-straightening-startup-smiledirectclub-is-now-worth-3-2-billion/">included</a> Clayton, Dubilier &amp; Rice, Kleiner Perkins, Spark Capital, and an early strategic investment from Align Technology, maker of Invisalign.
Despite this heavy-hitting roster, SmileDirectClub collapsed in late 2023 under the weight of nearly $900 million in debt, shrinking revenues, $63 million in legal liabilities tied to its partner Align, heavy marketing costs (around 59% of revenue), and a regulatory storm fueled by subpar outcomes and lawsuits. The company filed Chapter 11 in September 2023. By December, after failing to secure fresh investment or viable buyers, it proceeded with liquidation.
Compounding the collapse:
<ul class="wp-block-list">
<li>Investors dramatically overestimated scalability, left, holding a burnt-capital stack.</li>
<li>Align's patent arbitrage and non-compete issues <a href="https://hip.agency/why-did-smile-direct-club-shut-down/">cost</a> them $43 million.</li>
<li>Promises of consumer convenience masked clinical risk, undermining trust.</li>
</ul>
Other DTC competitors also struggled: Byte was absorbed by Dentsply Sirona, while Candid abandoned its DTC angle entirely, pivoting toward provider-delivered services instead.
For savvy investors, the lesson is clear: orthodontics cannot be scaled on convenience alone. The viable path forward lies in integrating clinical expertise, regulatory compliance, and digital tools, not bypassing them. Future investment should favor companies that partner with or empower practitioners, not those undermining established medical workflows.
<h3 class="wp-block-heading">An Emerging Path to Sustainable Scale</h3>
By comparison, Impress, founded in 2019, has taken a more measured route, as we can see in a retrospective. Backed by investors including CareCapital, Norgine Ventures, LBO France, Trinity Capital, TA Ventures, and more, the company has raised over €110M (via equity and debt), <a href="https://siliconcanals.com/impress-secures-110m/"> including</a> a $125M Series B. Impress integrates AI-driven treatment (via its TxP platform), in-house orthodontists, and a SaaS platform for partner clinics. The clinician-led, tech-enabled, and scalable – model has allowed them to maintain <a href="https://news.crunchbase.com/business/spains-impress-raises-125m-teeth/">profitability </a>in the majority of their clinics and avoid the pitfalls that felled its DTC predecessors. 
Other orthodontic startups are also exploring new approaches.&nbsp;Uniform Teeth&nbsp;(now part of&nbsp;CandidPro) initially launched with its own hybrid model before being acquired and integrated into Candid's provider-facing platform.&nbsp;Zenyum, based in Asia, combines telehealth with in-person diagnostic partners across markets like Singapore and India, targeting middle-income consumers with a mobile-first approach.&nbsp;SunClear Aligners&nbsp;and&nbsp;PlusDental&nbsp;(acquired by DrSmile) have also attempted to build regional hybrid or DTC models in Europe. These players &#8212; some pivoting, some consolidating, reflect a broader recalibration in the space, as the market shifts away from pure-play DTC toward&nbsp;tech-backed, clinically grounded orthodontic solutions.
<h3 class="wp-block-heading">Investor Takeaways</h3>
The failure of SmileDirectClub highlights several key lessons for investors: clinical guardrails are essential, as bypassing provider oversight can lead to regulatory and legal collapse. Furthermore, prestigious funding alone doesn't guarantee sustainability, as even high-profile backers couldn't prevent operational breakdown. Finally, hybrid, integrated care models, which combine physical clinics, AI-driven treatment, and diversified capital support, offer a more resilient and scalable path forward in healthcare.
This shift in orthodontics reflects a&nbsp;larger transformation underway across the healthcare market. Globally valued at over&nbsp;$10 trillion, healthcare remains one of the most capital-intensive yet inefficient industries, characterized by fragmentation, rising patient demand, workforce shortages, and access disparities. As a result, investors are increasingly drawn to&nbsp;verticalized, tech-enabled platforms&nbsp;that streamline care delivery, reduce overhead, and improve patient experience. The push toward&nbsp;hybrid models &#8212; combining physical infrastructure with digital tools and AI-driven workflows, is gaining traction not just in dental and orthodontics, but also in areas like&nbsp;primary care, mental health, dermatology, and chronic disease management. The key to scalable success lies in building&nbsp;digitally augmented, clinically integrated ecosystems &#8212; and the winners will be those who balance innovation with trust, compliance, and outcomes.
Going forward, we can expect to see more of these tech-enabled, clinician-led models emerge not just in orthodontics, but across broader healthcare segments – from dermatology to diagnostics to chronic care, as investors seek scalable solutions that balance innovation with clinical rigor.

Health Care

Opinion

Braces, Bottlenecks And The Billion-Dollar Fix

Macro Economic Events

Market Summary

NVDA

Benzinga Market Summary: Wells Fargo Drops On Soft Outlook, June Core CPI Comes In Slightly Below Estimates, NVIDIA Stock Rises As Co. Confirms It Would Restart Sales Of H20 GPU In China

Stifel analyst Parker Lane maintains Shopify (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NASDAQ">SHOP</a>) with a Hold and raises the price target from $100 to $110.

SHOP

Stifel Maintains Hold on Shopify, Raises Price Target to $110

UBS analyst Michael Goldsmith maintains UDR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UDR#NYSE">UDR</a>) with a Buy and lowers the price target from $50 to $45.

UBS Maintains Buy on UDR, Lowers Price Target to $45

Stifel analyst Parker Lane maintains Klaviyo (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KVYO#NYSE">KVYO</a>) with a Buy and lowers the price target from $45 to $40.

KVYO

Stifel Maintains Buy on Klaviyo, Lowers Price Target to $40

UBS analyst David Dai maintains Syndax Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNDX#NASDAQ">SNDX</a>) with a Buy and lowers the price target from $37 to $35.

SNDX

UBS Maintains Buy on Syndax Pharmaceuticals, Lowers Price Target to $35

Stifel analyst Brian Brophy assumes Custom Truck One Source (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CTOS#NYSE">CTOS</a>) with a Buy rating and raises Price Target to $7.

Initiation

CTOS

Stifel Assumes Custom Truck One Source at Buy, Raises Price Target to $7

Canadian Pacific Kansas (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CP#NYSE">CP</a>) has outperformed the market over the past 20 years by 4.37% on an annualized basis producing an average annual return of 12.82%. Currently, Canadian Pacific Kansas has a market capitalization of $75.78 billion. 
Buying $100 In CP: If an investor had bought $100 of CP stock 20 years ago, it would be worth $1,118.83 today based on a price of $81.16 for CP at the time of writing.
<h3>Canadian Pacific Kansas's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1752590720_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

$100 Invested In This Stock 20 Years Ago Would Be Worth This Much Today

UBS analyst Michael Goldsmith maintains Mid-America Apartment (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAA#NYSE">MAA</a>) with a Sell and lowers the price target from $149 to $142.

UBS Maintains Sell on Mid-America Apartment, Lowers Price Target to $142

Stifel analyst Tore Svanberg upgrades Alpha &amp; Omega (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AOSL#NASDAQ">AOSL</a>) from Sell to Hold and raises the price target from $18 to $25.

Upgrades

AOSL

Stifel Upgrades Alpha & Omega to Hold, Raises Price Target to $25

On July 7, 2025, SRx Health Solutions, Inc. (the "Company") and an investor (the "Lead Investor"), entered into a common share purchase agreement (the "ELOC Purchase Agreement"), which provides that subject to the terms and conditions set forth therein, the Company may sell to the Investor up to the lesser of (i) $50,000,000 of the Company's common shares, no par value (the "Common Share") and (ii) the Exchange Cap (as defined below) (subject to certain exceptions provided in the ELOC Purchase Agreement) (the "Total Commitment"), from time to time during the term of the ELOC Purchase Agreement.
&nbsp;
Additionally, on July 7, 2025, the Company and the Lead Investor entered into a registration rights agreement (the "ELOC RRA"), pursuant to which the Company agreed to file a registration statement with the United States Securities and Exchange Commission ("SEC") covering the resale of Common Shares that are issued to the Lead Investor under the ELOC Purchase Agreement (the "Registration Statement").
&nbsp;
Under the terms and subject to the satisfaction of the conditions set forth in the ELOC Purchase Agreement, the Company has the right, but not the obligation, to sell to the Lead Investor, and the Lead Investor is obligated to purchase, up to the Total Commitment. Such sales of Common Shares by the Company, if any, will be subject to certain limitations as set forth in the ELOC Purchase Agreement, and may occur from time to time, at the Company's sole discretion, over the period commencing on the date that all of the conditions to the Company's right to commence such sales are satisfied, including that the registration statement referred to above is declared effective by the SEC and a final form of the prospectus included therein is filed with the SEC (the "Commencement Date") and ending upon the expiration of the Registration Statement pursuant to Rule 4125(a)(5) of the Securities Act of 1933, as amended, or otherwise upon the termination of the ELOC Purchase Agreement as provided therein. The Lead Investor has no right to require the Company to sell any Common Shares to the Lead Investor, but the Lead Investor is obligated to make purchases as the Company directs, subject to satisfaction of the conditions set forth in the ELOC Purchase Agreement.
&nbsp;
Upon entering into the ELOC Purchase Agreement, the Company agreed to issue to the Lead Investor $1,000,000 worth of the Company's Common Stock, valued at the VWAP Purchase Price (as such term is defined in the ELOC Purchase Agreement), which price is at a discount to the then-current closing sale price, as of such date (the "Commitment Shares") as consideration for the Lead Investor's commitment to purchase Common Shares upon the Company's direction under the ELOC Purchase Agreement. The Company also agreed to pay the Lead Investor up to $35,000 for its reasonable expenses under the ELOC Purchase Agreement.
&nbsp;
From time to time from and after the Commencement Date, on any business day selected by the Company where the closing sale price on the applicable eligible market, or quotation service is equal to or greater than $0.25, subject to the satisfaction of all of the conditions set forth in the ELOC Purchase Agreement, the Company shall have the right, but not the obligation, to direct the Lead Investor, to purchase the applicable VWAP Purchase Share Amount (as such term is defined in the ELOC Purchase Agreement), not to exceed the agreed upon maximum, at the applicable VWAP Purchase Price therefor, which price is at a discount to the then-current closing sale price, provided that the Lead Investor's aggregate committed obligation pursuant to the foregoing shall not exceed $50,000,000.00.

Financing

Offerings

SRXH

SRx Health Solutions Enters $50M Equity Line Of Credit Agreement On July 7, Issuing $1M In Commitment Shares And Capping Ownership At 19.99% Without Shareholder Approval

Comments

AVITA Medical

Notizie

Ultime notizie per AVITA Medical (NASDAQ:RCEL) Azioni

Notizie

PARTNER/COLLABORATORE

BENZINGA NEL MONDO