HZ HZNP Загрузка... : Бычьи и медвежьи мнения аналитиков

IDEXX's guidance for 2026 embeds an assumption of continued ~2% decline in US same-store clinical visits (similar to 2025), citing macro and sector constraints. This suggests the broader veterinary sector is still experiencing weaker demand, which could impact other companies relying on the same end-market. — This signals a prolonged softness in the vet sector, impacting companies like Zoetis (ZTS) and Heska (acquired by Mars) that depend on the same veterinary clinic customer base.