NASDAQHealth CareMedical DevicesSnapshot 2026-07-31
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Create your account →Daily closes. Earnings/event dots are placed inline.
Primary pillar under pressure — Operating margin near 30% in 2025-FY: operating margin 20.3% vs 30%.
View ThesisManagement screens strong on earnings delivery, margins, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 56% growth a year, above the roughly 0% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 0% a day.
View RiskMasimo's growth depends on its recent FDA approval for a wearable patient monitor. This approval could significantly boost revenue growth. The company trades at a typical multiple compared to peers. The market expects strong performance, but operating margins are under pressure at 20.3%. If Masimo cuts guidance, the stock may drop further. Peer multiples imply a price about 12% above where it trades. This read is provisional.
Trailing returns as of 2026-06-10. MASI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering MASI (as of Jun 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Equipment — fair value, gap to price, and forward P/E.
Advances: Complete acquisition of Danaher
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-06-10. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Danaher's growth forecast supports Masimo's acquisition strategy.
Threatens: Complete acquisition of Danaher
Danaher's mixed results may impact acquisition confidence.
Advances: Increase revenue growth
FDA approval enhances revenue growth potential significantly.
Advances: Increase revenue growth
New offering aligns with revenue growth objective.
Activist investor action may disrupt management focus.
