 Dear Reader, Gold didn't just trend higher in 2025 - it reshaped expectations. After years of debate, the metal reclaimed its place as a serious macro asset, pulling capital back into the sector and resetting long-term forecasts. Now, major banks are looking ahead. JPMorgan expects gold demand to remain strong through 2026 and beyond, with prices pushing much higher as supply constraints and global uncertainty persist. When outlooks stretch that far forward, the market doesn't just focus on price - it starts looking for leverage. That's where early-stage gold stories come into view. One company, in particular, is starting to stand out. It controls a large, multi-million-ounce gold project in a proven jurisdiction - and it's being built by a team that has taken major gold assets to much larger outcomes in the past. The scale is already defined. The ambition hasn't stopped there. Despite that, it is still being treated like an early-stage company. Shares remain priced under $2, even as long-term plans and positioning begin to align with a much stronger gold backdrop. This is the phase most investors miss. It's before broad coverage, before consensus, and before valuation catches up to potential. But it's often when the risk-reward is most asymmetric. If gold's next phase plays out the way major institutions expect, stories like this don't stay quiet for long.
Further Reading from MarketBeat Beyond Biotech—3 Healthcare Stocks for Growth-Minded InvestorsSubmitted by Chris Markoch. Published: 1/25/2026. 
Quick Look- Healthcare stocks rebounded in 2025, but select growth names are emerging outside traditional biotech.
- Medical technology and healthcare services offer recurring revenue and lower binary risk.
- Intuitive Surgical, Edwards Lifesciences, and IQVIA provide different paths to long-term healthcare growth.
Healthcare stocks rallied in 2025, breaking a two-year decline as investors chased steadier rates, better valuations and improving earnings. The problem: mid-single-digit gains still lagged the tech sector, leaving healthcare feeling like a missed opportunity. For investors still hunting growth in healthcare, the answer doesn't have to be the high-risk, high-reward world of biotech. Instead of betting on binary clinical-trial outcomes, many are rotating into MedTech and healthcare services—areas driven by procedure volume, recurring revenue and "tools-and-infrastructure" demand that can scale without the same make-or-break drug risk. Where Investors Are Looking Beyond BiotechnologySome analysts are revisiting historical monetary resets and the role gold has played when governments faced large debt imbalances.
A new free report examines how gold was previously revalued to support national balance sheets, why recent comments from policymakers and investors have renewed interest in this topic, and what individuals may want to understand about protecting long-term savings during periods of monetary change. Download the free report here Earnings season can reveal emerging themes. One such theme this season is evident in the earnings results of Johnson & Johnson (NYSE: JNJ). Since spinning off its consumer-products division, J&J has focused on innovative medicine and medtech. In 2025, the company's MedTech sales rose 6.1% to $33.8 billion, with $8.8 billion of that coming in the fourth quarter. Investors are warming to medtech, and they're also seeing potential in companies that provide healthcare services and tools. Could this trend prompt a rotation beyond biotechnology into other high-growth corners of healthcare? If so, three companies appear well-positioned to capitalize on those gains this earnings season. Intuitive Surgical: Procedure Growth Drives Recurring RevenueIntuitive Surgical (NASDAQ: ISRG) remains one of the clearest long-term growth stories in healthcare. The company's da Vinci robotic surgery systems continue to benefit from rising global procedure volumes as hospitals prioritize minimally invasive surgeries that shorten recovery times and improve outcomes. What makes Intuitive Surgical particularly attractive is its razor-and-blades business model. The company's real earnings power comes from recurring revenue tied to instruments, accessories and services used in every procedure. As utilization rises, margins tend to expand accordingly. In 2025, procedure growth accelerated as hospitals worked through staffing challenges and surgical backlogs from prior years. International adoption also continued to expand the company's addressable market. However, that growth hasn't been reflected in ISRG's stock price—it's down more than 17% over the past 12 months, which creates an opportunity. Analysts give ISRG a consensus price target of $622.17, implying upside of over 18%. And even at about 69 times earnings, the stock remains cheap relative to its historical multiples. Edwards Lifesciences: Structural Heart Innovation Fuels GrowthEdwards Lifesciences (NYSE: EW) is a global leader in structural heart therapies, particularly transcatheter aortic valve replacement (TAVR), a procedure that continues to gain adoption as clinical data supports its use in lower-risk patients. That expanding patient pool is critical. As populations age, demand for less invasive cardiac procedures is rising, and Edwards is well-positioned to benefit. In 2025 the company delivered steady growth as procedure volumes normalized and hospitals resumed capital investments after several cautious years. Beyond TAVR, Edwards is investing in next-generation valve platforms and expanding into mitral and tricuspid therapies—large, underpenetrated markets. EW has jumped more than 21% in the past 12 months. Still, analysts assign a consensus price target of $96.82, implying roughly 13% upside. Unlike Intuitive Surgical, investors will need to decide whether to pay a premium for EW, as it is richly valued relative to its history. IQVIA: The Picks-and-Shovels Play on Healthcare InnovationIQVIA (NYSE: IQV) provides data analytics, clinical-trial management and outsourced research services to pharmaceutical and biotechnology companies worldwide. IQVIA's offerings are becoming increasingly mission-critical as drug pipelines grow more complex. In 2025, IQVIA benefited from a gradual recovery in clinical-trial activity after several years of tight budgets. As financing conditions improved and large pharma advanced late-stage programs, demand for IQVIA's contract-research and real-world-evidence platforms increased. IQVIA's appeal lies in its recurring revenue model and deep integration with customers' workflows. High switching costs and long-term contracts give investors greater earnings visibility. IQV is up about 17% in the last 12 months, roughly in line with the S&P 500. The consensus price target suggests roughly 3% more upside, while some analysts project targets 10%–20% above current levels.
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. Any investment should be made only after consulting a professional investment advisor and only after reviewing the financial statements and other pertinent corporate information. Further, readers are advised to read and carefully consider the Risk Factors identified and discussed in the profiled company's SEC and/or other government filings. Investing in securities, particularly microcap securities, is speculative and carries a high degree of risk. | 
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