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Edwards Lifesciences (EW): Valuation Check After Upbeat 2025 Outlook, New 2026 EPS Guidance and Analyst Upgrades

Simply Wall St · 1d ago

Edwards Lifesciences (EW) used its latest Investor Day to double down on its growth story, pairing an upbeat 2025 revenue outlook with fresh 2026 earnings guidance that underscores confidence in its pipeline.

See our latest analysis for Edwards Lifesciences.

That optimism has been filtering into the market. The latest $86.19 share price comes after a 30 day share price return of 4.04% and a year to date share price return of 18.74%. The 1 year total shareholder return of 20.49% suggests steady, if not explosive, compounding as investors reassess growth and risk following strong quarterly results and upbeat guidance.

If Edwards Lifesciences has you rethinking the healthcare opportunity set, this could be a good moment to explore other specialist names across healthcare stocks and see what else fits your strategy.

With revenue and earnings guidance marching higher and analysts nudging up their targets, investors face a key question: is Edwards Lifesciences still flying under the radar, or has the market already priced in its next leg of growth?

Most Popular Narrative Narrative: 8.3% Undervalued

With Edwards Lifesciences closing at $86.19 versus a narrative fair value of $93.94, the current price sits below where long term assumptions converge.

The analysts have a consensus price target of $87.731 for Edwards Lifesciences based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $101.0, and the most bearish reporting a price target of just $72.0.

Read the complete narrative.

Want to see how steady revenue expansion, resilient margins, and a rich future earnings multiple all line up to justify that higher value? The full narrative connects every dot.

Result: Fair Value of $93.94 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, lingering tariff headwinds and potential EPS dilution from the JenaValve acquisition could pressure margins and challenge confidence in the current growth narrative.

Find out about the key risks to this Edwards Lifesciences narrative.

Another View: Valuation Looks Rich On Earnings

While the narrative fair value suggests Edwards Lifesciences is 8.3% undervalued, its current 37.3x earnings multiple is well above both the US Medical Equipment industry at 28.9x and peers at 33x, and even the 29.6x fair ratio the market could gravitate toward. That premium could compress fast if growth stumbles, or widen further if new data keeps surprising to the upside, leaving investors to judge whether they are paying up for quality or for hope.

See what the numbers say about this price — find out in our valuation breakdown.

NYSE:EW PE Ratio as at Dec 2025
NYSE:EW PE Ratio as at Dec 2025

Build Your Own Edwards Lifesciences Narrative

If you see the story differently, or simply prefer digging into the numbers yourself, you can build a custom narrative in just minutes using Do it your way.

A good starting point is our analysis highlighting 1 key reward investors are optimistic about regarding Edwards Lifesciences.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.