Analysts' Opinions Are Mixed on These Healthcare Stocks: Cytek Biosciences (NASDAQ: CTKB), Natera (NASDAQ: NTRA) and Warby Parker (NYSE: WRBY)We continue to have high conviction in CTKB’s higher-plexing capabilities, platform ease of use, and competitive cost structure. We also see ample runway for FSP platform growth through share gains as competitor systems near replacement cycle, especially following the launch of the upgraded among other upcoming products. Cytek Cloud also continues to demonstrate strong workflow enablement, supporting increased adoption and utilization of the FSP platform. That said, given CTKB’s instrument-heavy revenue mix (~62% of our 2025 estimates) and a 2H-weighted revenue cadence, we believe upside to near-term estimates is limited. Ultimately, we view the key drivers as: 1) accelerated installed base growth vs. our model, 2) scaling of recurring revenue to rebalance the capex- heavy mix, and 3) execution through a challenging macro environment.