NYSEHealth CareMedical - DevicesSnapshot 2026-08-31
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Create your account →Intact: The reason to own it still holds.
Medtronic grows sales about 7% a year. Key franchises like Cardiac Ablation grew 78% last quarter. Profit per share should rise to about $6 next year. The company raised its dividend for 49 years in a row.
Cyberattacks and tariffs could raise costs and hurt profits. Sales growth may slow below 5%. Profit per share might fall under $5.60 next year.
The price is about 5% below our fair value near $88. Analysts expect 5.5% revenue growth. Our fair value is 7% below the Street median of $95.
Breaks if: Dividend per share does not increase in FY26
Breaks if: Cardiac Ablation growth falls below 6% in Q4 FY26
EPS falls below $5.60 in FY27
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a strong emphasis on organic revenue growth and earnings stability. The current thesis state is intact, supported by recent financial results and management's consistent priorities.
The market appears to have priced in a valuation that is cheap compared to peers, with a slight expectations gap. The current valuation reflects a justified stance, indicating that investors are not overly optimistic or pessimistic.
Fundamentals are likely to show continued organic revenue growth and steady earnings leverage, as management has consistently prioritized these areas. There is a moderate risk of missing expectations, but recent performance has been strong.
The long-term thesis hinges on external factors such as the overall health of the job market and guidance updates from management. Additionally, the performance of sector peers could influence MDT's trajectory.
The most important moves since the prior daily snapshot.
Mixed, the news cuts both ways. Medtronic's revenue growth is accelerating in key segments. Cardiac Ablation Solutions revenue increased 78% globally and 124% in the US. However, the company missed earnings expectations in its latest report. This miss raises concerns about future performance. An analyst noted that the MedTech sector may be stabilizing. This could make the sector less risky than before.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: organic revenue growth falls below 5% in FY27
Overall, MDT is positioned well with strong fundamentals but faces some external risks. Not investment advice.
