Medtronic(MDT)
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Strength in Cardiovascular Unit Likely to Lift MDT's Q3 Performance
ZACKS· 2026-02-09 14:05
Core Viewpoint - Medtronic (MDT) is expected to report its third-quarter fiscal 2026 results on February 17, with earnings per share (EPS) anticipated at $1.33, reflecting a 4.3% decrease year-over-year, while revenues are projected to reach $8.90 billion, indicating a 7.3% growth from the previous year [1][2]. Group 1: Q3 Estimates and Performance - The Zacks Consensus Estimate for Medtronic's third-quarter revenues is $8.90 billion, suggesting a 7.3% increase from the same quarter last year [2]. - The earnings estimate for the third quarter has been revised down by 1 cent to $1.33 per share over the past 60 days [3]. - Medtronic has consistently beaten earnings estimates in the last four quarters, with an average beat of 2.75% [1]. Group 2: Segment Performance Expectations - The Cardiovascular segment is projected to grow by 10.8% year-over-year, driven by the Cardiac Ablation Solutions business and strong performance from the Affera mapping system and Sphere-9 catheter [6][4]. - The Neuroscience segment is expected to see a revenue increase of 5.2% year-over-year, supported by the spine AiBLE ecosystem and growth in Core Spine and Neurosurgery [9][7]. - The Diabetes unit is anticipated to deliver an 11.5% revenue growth, bolstered by new product launches and pent-up demand [15][12]. Group 3: Challenges and Innovations - The Medical Surgical segment has faced challenges due to market pressures from bariatric surgery and a shift towards robotic surgery, but the FDA clearance for the Hugo robotic-assisted surgery system is a positive development [10]. - The Endoscopy business is expected to perform well, driven by growth in esophageal products and the AI-powered GI Genius solution [11]. - Medtronic's Diabetes business is in a strong innovation cycle, with the MiniMed 780G system receiving multiple approvals and a broad U.S. commercial launch [13]. Group 4: Strategic Developments - Medtronic has filed a registration statement for a proposed initial public offering (IPO) as part of a planned separation, allowing the company to focus on high-margin growth markets [14].
Medtronic ordered to pay $382m in anticompetitive surgical device lawsuit
Yahoo Finance· 2026-02-09 12:43
Core Viewpoint - A California court has ordered Medtronic to pay Applied Medical nearly $382 million in damages for monopolistic practices in the bipolar electrosurgical devices market [1] Group 1: Lawsuit Details - Applied Medical filed a lawsuit in February 2023, alleging that Medtronic and certain hospital group purchasing organizations (GPOs) had contracts favoring Medtronic as the 'sole source' for advanced bipolar electrosurgical devices, specifically the LigaSure device [2] - The lawsuit claimed that hospitals faced "financial penalties" and other burdens if they circumvented the GPOs' contracts, which restricted their procurement options [3] Group 2: Court Ruling and Implications - A jury in Los Angeles sided with Applied Medical, confirming that Medtronic used restrictive contracts with healthcare providers [3] - Following the verdict, Applied Medical announced plans to seek injunctive relief to prevent Medtronic from enforcing these restrictions [3] Group 3: Industry Impact - Gary Johnson, a representative for Applied Medical, stated that the ruling validates fair competition and could help hospitals access innovation and value by dismantling complex contractual barriers [4] - Applied Medical emphasized that it was unable to compete effectively with its Voyant device due to Medtronic's restrictive practices and bundling strategies [5] - The company also noted that Medtronic's larger business in other surgical products allegedly conditioned discounts on hospitals purchasing Medtronic's bipolar devices, further stifling competition [6]
What is Considered a Good Stock Dividend? 2 Healthcare Stocks That Fit the Bill.
The Motley Fool· 2026-02-08 17:09
These companies pay very healthy dividends.Investors will often debate what makes a good dividend stock. For some, it's all about the dividend yield. Others highlight a company's dividend growth track record. The data suggests the sweet spot is right in the middle. Over the last 50 years, S&P 500 companies that increased their dividends delivered a 10.2% average annual return, while those with no change in their dividend policy (often higher-yielding stocks) returned 6.8% annually, according to data from Ne ...
摩根士丹利2026重磅信号:医疗估值密码已变,告别概念炒作,拥抱效率革命
GLP1减重宝典· 2026-02-08 14:20
以下文章来源于AI医疗观察 ,作者关注AI医疗的 AI医疗观察 . 响应《关于深入实施"人工智能+"行动的意见》,推动AI在医疗领域的应用,本账号发布权威资讯 在手术室的角落里,一个 AI引擎正以每秒千次的速度,审阅着全球数万份临床报告,将美敦力一款新心脏起搏器的上市时间悄悄提前了半年;在 GE医疗的全球仓库中,无形的算法网络正实时调度着数万种零部件,悄然锁定了数亿美元本会闲置的现金。 这些没有发布会、不产生炫目 DEMO的"静默革命",正在成为2026年全球医疗科技领域真正的资本主线。摩根士丹利、贝恩等顶级机构在开年密 集发出报告,核心指向一个颠覆性趋势:聪明的钱,正急速从追逐"AI医疗初创公司"的喧嚣中撤离,转而重仓那些正在用AI系统性改造自己、且 已看到惊人效率提升的传统医疗巨头——美敦力、直觉外科、GE医疗、波士顿科学。 一场由 "效率"定义的静默革命,正在成为2026年全球医疗科技领域真正的资本主线。其核心信号是: 聪明的钱,正急速从追逐 "纯AI工具"的喧 嚣中撤离,转而重仓那些正在用AI系统性改造自己、并能清晰证明效率提升的传统医疗巨头。 行业领袖们并非在产品上简单添加 AI模块,而是正在沿三条 ...
Surgical Staplers Market Size to Reach USD 10.87 Billion by 2033, Driven by Rising Surgical Volumes & Minimally Invasive Procedure Adoption – SNS Insider
Globenewswire· 2026-02-06 08:34
Austin, United States, Feb. 06, 2026 (GLOBE NEWSWIRE) -- Surgical Staplers Market Size & Growth Analysis: According to SNS Insider, The Surgical Staplers Market was valued at USD 6.41 billion in 2025 and is projected to reach USD 10.87 billion by 2033, growing at a CAGR of 6.87% during the forecast period 2026-2033. The global burden of chronic diseases that require surgical intervention, rising surgical procedure volumes, and the growing acceptance of minimally invasive and laparoscopic surgeries are all f ...
Applied Medical Prevails in Antitrust Jury Trial Against Medtronic
Businesswire· 2026-02-06 00:11
RANCHO SANTA MARGARITA, Calif.--(BUSINESS WIRE)--Applied Medical Prevails in Antitrust Jury Trial Against Medtronic. ...
Medtronic owes $382 million to medical device rival in antitrust lawsuit, US jury says
Reuters· 2026-02-05 22:43
Medical technology company Medtronic owes rival device manufacturer Applied Medical Resources $382 million in damages for unlawfully monopolizing the market for blood-vessel sealing surgical devices, ... ...
UBS Makes a Modest Target Increase on Medtronic (MDT), Keeps Neutral Rating
Yahoo Finance· 2026-02-05 19:21
Medtronic plc (NYSE:MDT) is included among the 15 Best Wide Moat Dividend Stocks to Invest in. UBS Makes a Modest Target Increase on Medtronic (MDT), Keeps Neutral Rating On February 4, UBS raised its price recommendation on Medtronic plc (NYSE:MDT) to $104 from $103. The firm kept a Neutral rating on the stock. A day earlier, Medtronic announced plans to acquire privately held CathWorks in a deal valued at up to $585 million. The move is aimed at strengthening its heart devices portfolio by adding a di ...
超声血栓切除技术再获资本加注,赛道商业化加速
Xin Lang Cai Jing· 2026-02-05 12:25
微泡在超声波作用下高速振动破裂,于微观尺度释放出精准可控的能量,这是美国初创公司SonoVascular用于血栓切除的创新武器。 2月3日,该公司宣布完成600万美元A轮融资的首轮交割。领投方是专注于早期创新企业的投资机构Harbright Ventures,创始合伙人罗伯特·罗斯(Robert Ross)同步加入董事会。 来源 | 颐通社 (ID:Medisophy) ▍超声空化+微泡:血栓治疗"无创手术刀"进入临床验证 配合微泡造影剂使用时,大鼠卒中模型证实可减少3.3倍的rt-PA用量而不损失溶栓效力。 该技术在深静脉血栓治疗中展现出显著优势,尤其解决了传统血栓清除设备长期面临的"得失权衡"——既要彻底清除血栓,又需避免血液丢失或血管损伤 的风险。 SonoVascular的SonoThrombectomy系统,是一种治疗血栓的新路径。 与现有技术不同,该系统整合了超声能量、微泡和低剂量溶栓药物的三重组合。它集成了包括核心功能模块超声介导微泡递送系统、协同增强模块低剂量 溶栓药物输注系统,以及快速清除模块机械血栓回收/抽吸装置。 当超声作用于血液中的微泡时,微泡会经历稳定空化和惯性空化两种状态,产生强烈 ...
最新!美敦力又一高管变动
思宇MedTech· 2026-02-05 04:31
Core Insights - Nina Goodheart, the Senior Vice President and President of Medtronic's Structural Heart and Aortic business, announced her retirement after nearly 20 years with the company, marking the end of a significant career [1][3] Group 1: Leadership Background - Nina Goodheart joined Medtronic in 2007, initially focusing on the Cardiac Rhythm and Heart Failure (CRDM) market, and later held various key management positions [3] - Over the past five years, she led the Structural Heart and Aortic business, witnessing its evolution from a single product competition to a platform-based approach with expanded indications and long-term follow-up [3][5] Group 2: Business Progress During Tenure - Under her leadership, the core focus of Medtronic's Structural Heart business was clear, emphasizing the following: 1. Continuous advancement of the transcatheter aortic valve platform 2. Differentiated layout for transcatheter pulmonary valves 3. Promotion of clinical research and conceptual development [6] - The Evolut series of transcatheter aortic valve systems has seen ongoing iterations, maintaining a leading position in the global TAVR competition, while the Harmony transcatheter pulmonary valve system targets a niche market with high technical barriers [7] Group 3: Conclusion and Industry Implications - Goodheart's retirement is viewed as a normal conclusion of an executive career cycle rather than a sign of business pressure or strategic shifts [9] - The news holds value for industry stakeholders interested in how global leaders in the mature structural heart business achieve long-term stable operations [9]