摩根大通指出，此次收购超出市场此前预期，投资者原本认为丹纳赫将聚焦于收购更贴近其核心业务的 标的，转向病人监护设备领域或在短期内对公司股价形成压力，但Masimo在脉搏血氧测量领域的高市 场份额、稳定的经常性收入基础以及利润扩张潜力，与丹纳赫长期以来收购具备增长空间独立业务单元 的策略相契合。Bernstein分析师摩尔认为，随着时间推移，此次收购将为丹纳赫带来可观收益， Masimo的无创监护设备能够补充丹纳赫现有有创血液分析仪产品线，完善诊断业务布局。 丹纳赫预计，本次交易将于2026年下半年完成。收购完成后的首个完整年度，公司调整后摊薄每股净收 益将提升15至20美分，第五个完整年度将提升约70美分。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 丹纳赫宣布以近99亿美元现金收购医疗科技公司Masimo，交易对价为每股180美元。 总部位于美国的Masimo主营无创病人监护设备，旗下产品涵盖脉搏血氧仪、呼吸及大脑活动监测设备 等，此前因与苹果就智能手表血氧技术存在长期专利纠纷，受到行业外广泛关注。 本文源自：市场资讯 作者：观察君 ...

Company Overview - Masimo is a global medical technology company known for its innovative monitoring technologies, including pulse oximetry, which is used on over 200 million patients annually [5] - The company went public in August 2007 at $17 per share and reached a high of $305.21 in November 2021, but experienced a decline of over 60% in the following months [6][9] Acquisition Details - Masimo has entered into a definitive agreement to be acquired by Danaher for $9.9 billion, with Danaher offering $180 in cash per share [1][8] - The acquisition has been unanimously approved by the boards of both companies and is expected to close in the second half of 2026, pending regulatory approvals [2] - Post-acquisition, Masimo will operate as a standalone business unit within Danaher's Diagnostics segment, enhancing Danaher's offerings in acute care settings [2][8] Financial Performance - Following the acquisition announcement, Masimo's shares surged nearly 35%, and over the past six months, the shares have risen 19.6%, contrasting with a 7% decline in the industry [3] - For Q4 2025, Masimo reported preliminary sales of $411 million, reflecting a 12% increase, with full-year revenues expected to be approximately $1.523 billion, indicating a 9% growth [14][15] Industry Prospects - The global pulse oximeter market was valued at approximately $3.34 billion in 2023 and is projected to grow at a CAGR of 6.9%, reaching about $5.33 billion by 2030, driven by increasing respiratory and cardiovascular diseases [12] - The demand for continuous monitoring devices, including pulse oximeters, is expected to rise due to technological advancements and the growing adoption of home healthcare [12][13]

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: TD Cowen upgraded Medpace (MEDP) to Hold from Sell with a price target of $419, down from $462. The shares have re-rated from a peak multiple and now reflect fair value, the firm tells investors in a research note.Citizens upgraded Rush Street Interactive (RSI) to Outperform from Market Perform with a $24 price ta ...

Masimo (MASI) shares ended their recent session up about 35% after science and technology giant Danaher (DHR) announced a definitive agreement to acquire the health tech firm. For Masimo, this $9.9 billion all-cash deal means global scale, integration into DHR’s huge distribution network, and institutional backing to defend its IP against tech titans like Apple (AAPL). More News from Barchart Despite its latest rally, Masimo stock remains down roughly 8% versus its 52-week high. www.barchart.com Is T ...

Danaher's $9.9B Masimo Deal Marks One of 2026's Largest Medtech Buyouts - 24/7 Wall St.[S&P 5006,861.20 +0.14%][Dow Jones49,577.50 +0.02%][Nasdaq 10024,777.60 +0.23%][Russell 20002,646.82 -0.04%][FTSE 10010,665.40 +0.86%][Nikkei 22557,180.50 +0.22%][Investing]# Danaher's $9.9B Masimo Deal Marks One of 2026's Largest Medtech Buyouts### Quick ReadDanaher (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. ...

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 ...

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]

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 ...

Meridian Funds, managed by ArrowMark Partners, released its fourth-quarter 2025 investor letter for “Meridian Hedged Equity Fund”. A copy of the letter can be downloaded here. U.S. equity markets experienced a quarter supported by optimism about potential monetary easing and caution regarding economic growth and valuations. Early gains were driven by strong AI-related earnings and the US Federal Reserve’s rate cut in October, which improved expectations for financial conditions. However, market sentiment c ...