For the third quarter of 2026, analysts expect Edwards Lifesciences to report consensus revenue of $1.68 billion and EPS of $0.74, with the stock currently trading at $92.51 against a $104.00 average price target.
Investors are primarily focused on the growth trajectory of the Transcatheter Aortic Valve Replacement (TAVR) segment, which is expected to generate $1.15 billion according to Q3 2026 consensus estimates.
Following the successful divestiture of its Critical Care business, Edwards has transitioned into a pure-play structural heart company. Market participants are closely watching the impact of recent CMS coverage updates and the commercial scale-up of its TMTT portfolio, including the PASCAL and EVOQUE systems.