Quick Read Danaher (DHR) is acquiring Masimo for $9.9B at $180 per share. This represents a 40% premium. Masimo shares jumped 30.27% toward the deal price. Danaher stock fell 6.09% on integration concerns. Masimo posted Q3 non-GAAP EPS of $1.32, up 38% year-over-year after selling its consumer audio division. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Danaher (NYSE: DHR) is acquiring Masimo (N ...

Core Viewpoint - Masimo (MASI) shares experienced a significant increase of 34.2% to close at $174.69, driven by a definitive acquisition agreement with Danaher Corporation valued at $180 per share, totaling approximately $9.9 billion [1][2]. Company Summary - The acquisition of Masimo by Danaher Corporation is an all-cash transaction, with completion expected in the second half of 2026, pending regulatory approvals and customary closing conditions [2]. - Masimo is projected to report quarterly earnings of $1.43 per share, reflecting a year-over-year decline of 20.6%, with revenues anticipated at $409.06 million, down 31.9% from the previous year [3]. - The consensus EPS estimate for Masimo has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4]. Industry Context - Masimo is categorized under the Zacks Medical - Instruments industry, where UFP Technologies (UFPT) is another player, closing at $246.13 with a recent return of -5.7% over the past month [5]. - UFP Technologies has a consensus EPS estimate of $2.26, unchanged over the past month, representing an 8.1% decline from the previous year [6].

We recently published 10 Stocks Outperforming With Monstrous Gains. Masimo Corporation (NASDAQ:MASI) was one of the best performers on Tuesday. Masimo Corp. snapped a two-day losing streak on Tuesday, soaring 34.22 percent to finish at $174.69 apiece as investors snapped up shares following news that it was set to merge with Danaher Corp. for $9.9 billion. In a statement, Masimo Corporation (NASDAQ:MASI) said that it officially inked a definitive agreement with Danaher for the acquisition of its shares ...

该交易预计于2026年下半年完成，尚需通过相关反垄断审批及迈心诺股东批准。丹纳赫表示，将以现有现 金及债务融资完成收购。交易完成后， 迈心诺 将在丹纳赫诊断板块（Diagnostics segment）内独立运 营，并保留品牌。 财务层面，丹纳赫预计该交易将在完成后的首个完整财年为调整后EPS带来 0.15–0.20美元增厚， 第五个 完整财年 增厚约0.70美元， 并实现年度成本协同超过 1.25亿美元。 资本市场方面， 迈心诺 股价在消息公布后盘前 上涨超过34%， 丹纳赫股价则在盘前 下跌约7%。 # 交易结构拆解：现金并购 + 独立运营 + 诊断整合 本次交易为全现金收购，显示丹纳赫对资产质量与整合能力具有高度确定性判断。 2026年2月17日， 丹纳赫 （Danaher，NYSE: DHR）宣布已达成协议， 将以约99亿美元现金（约684亿 人民币）收购迈心诺 （ Masimo ， Nasdaq: MASI）。交易价格为 每股180美元 ，较2月13日收盘价 溢 价约38%， 总溢价接近 30亿美元。 在组织架构上， 迈心诺 将并入丹纳赫诊断板块，但 保持独立运营。 这一安排符合丹纳赫长期并购策略 ...

Core Insights - The NASDAQ 100 (NDX) showed resilience, recovering from a nearly 1% pre-market decline to trade in flat-to-positive territory by late afternoon, influenced by Federal Reserve comments and regulatory shifts [2][10] Federal Reserve Commentary - Federal Reserve Governor Michael Barr indicated a cautious approach to monetary policy, suggesting inflation is expected to decrease as the effects of recent tariffs are absorbed by the economy, and the risk of a persistent inflation spiral is manageable [3][10] Regulatory Environment - The White House Council of Economic Advisers (CEA) reported that federal regulatory burdens cost U.S. consumers over $237 billion, which supports President Trump's campaign to dismantle the Consumer Financial Protection Bureau (CFPB) [4][10] Geopolitical Developments - Iranian media reported a temporary closure of the Strait of Hormuz due to security drills, highlighting the region's potential to disrupt 20% of the world's oil supply [5][10] Digital Asset Innovations - Tether announced a partnership with Elemental Royalty Corp (ELE) to allow shareholders to receive dividends in tokenized gold (XAU₮), bridging traditional commodity markets with blockchain technology [6][10] Individual Equity Movements - Norwegian Cruise Line Holdings (NCLH) rose by 7.2% following a significant investment from Elliott Investment Management, while Masimo Corp (MASI) surged over 30% on news of a potential $10 billion acquisition by Danaher (DHR), contributing to positive market sentiment [7][10]

Core Viewpoint - The M&A Class Action Firm is investigating Masimo Corporation regarding its proposed sale to Danaher Corporation, where Masimo shareholders are set to receive $180.00 per share in cash, raising questions about the fairness of the deal [1]. Group 1: Investigation Details - The investigation is led by attorney Juan Monteverde from Monteverde & Associates PC, a firm recognized for recovering millions for shareholders [1]. - The firm is noted for its successful track record in class action securities litigation, including cases in trial and appellate courts [1]. Group 2: Transaction Overview - Under the terms of the proposed transaction, Masimo shareholders will receive $180.00 per share in cash, prompting scrutiny over whether this is a fair deal [1].

Masimo Corporation ( MASI ) has been in the news this morning because it agreed to be acquired. I wanted to go over the details and give some comments on the synergies and what investorsMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure: I/we have n ...

Danaher Corporation has agreed to acquire Masimo in a cash deal worth $9.9bn in an effort to broaden its diagnostics business in the telehealth space. Under the deal, which is valued at a price per share of $180, Danaher said that Masimo will become a standalone business unit and brand within its diagnostics unit, operating autonomously while strengthening the life science conglomerate’s offering in acute care settings. Pending customary closing conditions, the transaction is expected to complete in H2 20 ...

Market Overview - US stocks experienced their worst week since November, with major tech companies losing a combined market cap of one trillion dollars since their earnings results [4] - Dow futures indicate a drop of about 72 points, while S&P futures suggest a decline of a third of a percent, and NASDAQ futures are under the most pressure, pointing to a drop of about 0.7% at the open [2][3] Technology Sector Insights - The technology sector, particularly software stocks, has seen hundreds of billions of dollars wiped off their value, leading to discussions about a potential "SAS apocalypse" [5][6] - Historical transitions in technology have shown that while many companies fail, others emerge stronger, suggesting a similar outcome may occur in the current AI-driven market [8][10] AI Disruption - AI is viewed as a significant disruptor across various industries, including finance, with expectations of increased productivity and efficiency [12][15] - Companies that effectively integrate AI into their operations are likely to thrive, while those that resist change may struggle [19][20] Investment Opportunities - Software stocks are currently trading at approximately three times revenue, down from historical highs, indicating potential investment opportunities, though not all companies will succeed [40][41] - Specific companies like Oracle and Digital Ocean are highlighted as potential beneficiaries of AI advancements [41] IPO Market Outlook - The IPO market is expected to see more activity in 2026 than in 2025, with a broader range of opportunities beyond just tech [53][55] - Proper pricing and understanding of market demands are crucial for successful IPOs, as evidenced by recent cancellations and postponements [55] Company-Specific Developments - Warner Brothers Discovery is in discussions with Paramount regarding a potential deal, which may reignite a bidding war [58] - Trip Advisor is facing pressure from activist investor Starboard, which is pushing for a majority slate on the board [59] - Masimo's shares surged following news of a nearly $10 billion acquisition by Daher, despite facing challenges in recent years [61]

Medical technology stock Masimo Corp (NASDAQ:MASI) is soaring today, last seen up 34.3% to trade at $174.78, after reports that the company is nearing an agreement to be acquired by Danaher Corp (NYSE:DHR) in an all-cash deal worth roughly $10 billion. DHR, on the other hand, is down 4% to trade at $204.12 after the news. On track for its largest single-day percentage gain on record, MASI is gapping to its highest levels since June. Year over year, however, the equity is still hanging on to a 3.7% deficit.  ...