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- This Stock’s Buyback Shows It Still Has Plenty of Heartbeat Left
This Stock’s Buyback Shows It Still Has Plenty of Heartbeat Left
A top player in heart health is rewarding investors with an accelerated buyback while analysts nudge their targets higher.
The bet is that strong cash generation and steady growth can fuel the next leg up.

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Alphabet | GOOGL

Price: $199.79
Alphabet unveiled its new Pixel 10 smartphone lineup this week, placing AI front and center.
The devices integrate the Gemini assistant across messaging, calls, and cameras, with features like “Magic Cue,” which anticipates user needs by surfacing relevant info during tasks like flight booking or travel planning.
The strategy is to leverage Pixel hardware to funnel users into Alphabet’s AI services, creating an ecosystem parallel to Apple’s.
While Pixel phones still account for a sliver of the global smartphone market, their importance lies in showcasing Android’s capabilities and seeding Gemini adoption.
Financially, Alphabet remains sturdy.
At $2.4 trillion in market cap and trading near 22x forward earnings, the stock offers investors exposure not only to AI but also to core search and advertising, which remain highly profitable.
With dividend initiation earlier this year, Alphabet now also returns cash directly to shareholders.
Why It Matters:
AI may not yet drive phone purchases at scale, but Alphabet is playing a long game.
If even one Gemini feature achieves mass adoption, it could shift user loyalty, and ad dollars, away from competitors.
For investors, Alphabet is an AI platform positioning itself across devices with a huge hardware side bet.

Dell Technologies | DELL

Price: $127.75
Dell has been swept into the broader AI boom, with analysts increasingly bullish on its server business.
Bank of America projects Dell’s AI server sales could hit $20.7 billion by fiscal 2026, far above management’s guidance.
Longer term, they see earnings power growing to $19 per share by 2030.
Shares dipped recently amid market volatility, but at ~$129, Dell still trades at less than 20x earnings, a discount to other AI-linked peers.
The company reports earnings August 28, and investors will be watching closely to see whether AI-driven demand is already lifting revenue beyond consensus.
Dell also offers investors a modest 1.6% dividend yield, not typical in the tech sector, providing an income kicker while the growth story unfolds.
Why It Matters:
Unlike many AI narratives, Dell’s is tied to physical infrastructure. As enterprises rush to deploy generative AI, they need servers now, and Dell is a primary supplier.
That tangible demand gives its AI story credibility and near-term cash flow power.

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McKesson | MCK

Price: $706.31
Healthcare distributor McKesson posted another strong quarter, beating earnings and raising its fiscal 2026 EPS guidance to $37.10–$37.90.
Revenue surged 23% year-over-year to nearly $98 billion, driven by higher prescription volumes and growth in specialty oncology products.
The company is also streamlining. It announced plans to spin off its Medical-Surgical Solutions segment into a standalone business, sharpening focus on pharmaceuticals and biopharma services.
Meanwhile, acquisitions in ophthalmology and oncology have broadened its specialty footprint.
Shares trade at ~28x earnings, reflecting strong momentum.
With a market cap above $87 billion and nearly 25% YTD gains, McKesson continues to benefit from tailwinds in specialty care and drug distribution.
Why It Matters:
In a healthcare system where access, affordability, and logistics are increasingly complex, McKesson sits at the center.
Its scale, specialty focus, and tech-enabled services position it as a durable compounder in the sector.

Edwards Lifesciences | EW

Price: $81.21
Edwards Lifesciences, the $47 billion medical device giant best known for its innovations in structural heart therapies, just authorized a $500 million accelerated share repurchase program.
That move brings its 2025 total buybacks above $800 million and trims its share count toward the low end of management’s 585–590 million range.
Analysts quickly took note. Leerink Partners raised their price target to $85, citing improved earnings per share leverage from reduced dilution.
Other firms, including UBS and Bernstein, have also boosted their outlooks following stronger-than-expected quarterly results.
Edwards’ key growth engines of Transcatheter Aortic Valve Replacement (TAVR) and Mitral/Tricuspid therapies each grew more than 6% organically, topping estimates and reaffirming demand in core markets.
Moody’s upgraded the company’s outlook to positive, highlighting Edwards’ balance sheet strength and consistent margins.
With a forward P/E near 30x, shares aren’t cheap, but the premium reflects both dominant market share and long growth runways in minimally invasive procedures.
Why It Matters:
Medical device leaders can often compound quietly for years.
Edwards’ buybacks, steady growth, and pipeline optionality give it the mix of resilience and upside investors look for in healthcare.
The stock has rallied more than 12% this year, but with catalysts ahead, the heartbeat of this trade still looks strong.

Pool Corp | POOL

Price: $308.39
Pool Corp, the world’s largest distributor of pool supplies, remains under pressure as high interest rates and tariffs weigh on new pool construction.
Shares are down 5% YTD. Yet beneath the surface, the business remains solid: 64% of sales come from recurring maintenance and repair, with only 14% tied to new pool builds.
In Q2, revenue rose nearly 1% to $1.78 billion, while EPS climbed to $5.17.
The company maintained healthy 30% margins and continues to return capital to shareholders via dividends and buybacks.
Berkshire Hathaway took a stake last year, a vote of confidence in Pool’s long-term durability.
At 29x earnings and with a 1.6% dividend yield, Pool is not a deep value play, but its consistency makes it attractive to long-term investors seeking steady growth and income.
Why It Matters:
Pool is a classic “cash flow compounder.” Even in slower economies, people maintain pools.
That defensive backbone, paired with shareholder-friendly capital returns, makes it a name to watch when cyclical headwinds fade.

Poll: If the stock market had a “mute button” where you couldn’t see prices for a year, would you use it? |

From AI infrastructure (Dell, Alphabet) to healthcare innovators (Edwards, McKesson) to consumer staples with a twist (Pool), the common theme is resilience plus growth.
These companies are finding ways to protect margins, return cash, and expand markets even in a volatile macro environment.
For investors, those qualities often matter more than chasing the hottest trade.
Stat of the Day
$37 trillion — The U.S. national debt crossed this threshold for the first time on August 11, 2025, with the budget deficit still running at $2 trillion.
Best Regards,
—Noah Zelvis
Everyday Alpha