BAXMedical Devices
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Get what investors say about BAX next
3 investor calls on BAX in the last 90 days (3 bullish, 0 bearish). Follow BAX free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what BAX did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about BAX
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-21 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Hedge Fund Tips (Tom Hayes) | Baxter International shed its slow-growing kidney division, paid down debt, and installed a Danaher-trained… |
| 2026-10-16 | Larry McdonaldFounder, The Bear Traps Report | Bullish | Wealthion | Baxter's proprietary healthcare data gives it the same AI data moat as SLB and Intuitive Surgical… |
| 2026-10-15 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Hedge Fund Tips (Tom Hayes) | Baxter is a defensive healthcare name at a MedTech earnings trough with $3.5B liquidity, $2B EBITDA, and no… |
| 2026-07-27 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Fox Varney & Co | Baxter is at trough earnings (~$3.50 normalized EPS vs $22–23 stock), healthcare is at 25-year lows relative… |
Last reports
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 29 Oct 2026 | before the open | 0.58 vs 0.52 | -9.6% |
Notable options days
Sessions in the last 120 where BAX’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-28 | ||||||
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| 2026-07-30 | ||||||
| 2026-07-06 | ||||||
| 2026-06-24 |
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