Key Takeaways OWLT posted record Q3 growth, 50% gross margins, and its first quarterly operating profit.The FDA-cleared Dream Sock helped OWLT grow to 85K subs, with global expansion underway.MASI boosted Q3 margins by 450 bps and returned $350M via buybacks, but growth remains modest.Remote and continuous patient monitoring is moving from a niche capability to a core pillar of modern healthcare, driven by aging populations, staffing shortages, and a push toward data-driven care both inside hospitals and at ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Masimo (MASI) , which belongs to the Zacks Medical - Instruments industry.When looking at the last two reports, this medical technology company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 9.53%, on average, in the last two quarters.For the last reported quarter, Masimo came out with earnings of $1.32 per ...

Masimo (MASI) closed the last trading session at $140.2, gaining 7.2% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $183.75 indicates a 31.1% upside potential.The mean estimate comprises eight short-term price targets with a standard deviation of $16.06. While the lowest estimate of $162.00 indicates a 15.6% increase from the current price level, the most optimistic analyst expec ...

BOSTON, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Clairity, a U.S.-based medical technology company advancing AI-powered breast cancer risk assessment, today announced that its founder, Connie Lehman, MD, PhD, has assumed the role of Chief Executive Officer as the company enters its next phase of clinical adoption and growth. The company also announced Joe Kiani as Chairman of the Board of Directors. These leadership appointments reflect a pivotal moment for Clairity following FDA De Novo authorization of its mammo ...

Key Takeaways Masimo expects Q4 2025 revenue of $411 million, above the Zacks Consensus Estimate of $407.3 million.MASI sees Q4 EPS above $1.54, with 69 thousand non-invasive technology boards and instruments shipped.Masimo projects 2025 EPS above $5.55 and revenue of $1.523 billion, topping prior guidance.Masimo Corporation (MASI) announced preliminary revenues for the fourth quarter and full year 2025 on Monday. Despite the robust preliminary results, the company’s shares lost nearly 0.4% till yesterday’s ...

Company Overview - Masimo is a global leader in patient monitoring, serving over 200 million patients annually across more than 150 countries [3] - The company generates over $1.5 billion in revenue and employs over 350 engineers worldwide, boasting one of the best retention rates in the industry for its engineers [3] - Masimo has an installed base of 2.6 million units globally and has maintained a resilient supply chain through challenges such as COVID-19 [3]

Masimo FY Conference Summary Company Overview - **Company**: Masimo (NasdaqGS:MASI) - **Industry**: Patient Monitoring Technology - **Global Reach**: Serves over 200 million patients annually in over 150 countries [2][3] - **Revenue**: Over $1.5 billion with a strong installed base of 2.6 million units [3] - **Employee Retention**: High retention rate for engineers, with over 350 engineers [3] Financial Performance - **Q4 Growth**: Achieved over 9% growth for the year and over 11% for the quarter [3] - **Margin Expansion**: Expanded operating margin by 500 basis points and achieved over 30% EPS growth [4] - **Long-term Guidance**: Anticipates 7-10% growth over the next three years, aiming for a 30% operating margin and approaching $8 EPS by 2028 [4] Growth Strategy - **Masimo Growth Algorithm**: Focused on four key components driving growth: 1. U.S. Pulse Ox growth (40% of growth) 2. International growth (20%) 3. Advanced monitoring (one-third of growth) 4. New product introductions [6] - **Market Share**: Holds approximately 55% market share in the U.S. Pulse Ox market, growing at twice the market rate [7] - **Continuous Monitoring Opportunity**: Identified a $2 billion total addressable market for continuous monitoring of patients [9] Product Innovation - **Wearable Technology**: Launching Radius VSM, a first-generation wearable technology for continuous monitoring [18] - **Next-Gen Monitors**: New high and low acuity monitors expected by the end of 2027, with advanced features and AI algorithms [20] - **AI Integration**: Developing algorithms for opioid-induced respiratory depression and atrial fibrillation detection, enhancing patient care [22][24] Partnerships and Collaborations - **Strategic Partnerships**: Expanded agreements with Philips and GE Healthcare to enhance product offerings and market reach [16] - **Focus on Japan and Asia-Pacific**: Appointed a leader to grow business in these regions, which represent significant growth potential [15] Market Dynamics - **Untapped Market**: Continuous monitoring in low acuity settings is currently underutilized, presenting a growth opportunity as hospitals shift towards preventive care [34][36] - **Telehealth Solutions**: Enabling hospitals to provide telehealth services rather than direct-to-consumer sales, focusing on technology that supports hospital systems [53] Key Takeaways - **Momentum for 2026**: Strong performance in 2025 sets a solid foundation for growth in 2026, with a focus on innovation and market expansion [45][49] - **Patient-Centric Approach**: Emphasis on improving patient care through continuous monitoring and advanced technology solutions [29][36] This summary encapsulates the key points from the Masimo FY Conference, highlighting the company's strategic direction, financial performance, and innovative product pipeline.

Revenue Expectations - Preliminary revenue for Q4 2025 is expected to be approximately $411 million, representing a 12% growth on a reported basis and 11% growth on a constant currency basis[7]. - Preliminary full-year revenue for 2025 is expected to be approximately $1,523 million, reflecting a 9% growth on both a reported and constant currency basis[7]. Earnings Projections - Non-GAAP earnings per diluted share for Q4 2025 are expected to exceed $1.54, while for the full year 2025, it is expected to exceed $5.55[7]. Shipments and Production - Shipments of noninvasive technology boards and instruments are expected to be approximately 69 thousand for Q4 2025 and 270 thousand for the full year 2025[7]. Business Performance and Strategy - The company achieved a record level of incremental contract value from new customers and expanded hospital agreements in 2025, positioning for sustained performance[2]. - Financial guidance includes the impact of one additional calendar week, which is expected to contribute to revenue but is offset by revenue lost from discontinued product lines and a shift to a distributor model in some markets[4]. - The company is facing uncertainties related to new tariffs, which could materially affect actual results compared to projections[4]. Financial Reporting and Measures - Non-GAAP financial measures are used internally for operating and budgeting purposes and are believed to assist investors in comparing period-to-period operating results[6]. - The company has revised its definition of litigation-related expenses to exclude all Apple litigation expenses, aiming to provide clearer financial performance comparisons[17]. Future Guidance - Management plans to discuss complete Q4 results and full-year 2026 guidance after the market closes on February 26, 2026[3]. Technology and Market Position - Masimo develops and produces a wide array of industry-leading monitoring technologies, including innovative measurements, sensors, and patient monitors[31]. - Masimo SET pulse oximetry is estimated to be used on more than 200 million patients globally each year[31]. - Masimo SET has been shown to outperform other pulse oximetry technologies in over 100 independent studies[31]. - Masimo's technologies are the primary pulse oximetry used in all 10 top U.S. hospitals as ranked in the 2025 Newsweek World's Best Hospitals listing[31].

Core Insights - Masimo Corporation (MASI) is positioned for growth due to strong demand for innovative technology and R&D efforts, supported by a solid Q3 2025 performance and product portfolio [2][4] - The company has faced a 21.6% decline in shares over the past six months, contrasting with a 12.9% growth in the S&P 500 [3] - Masimo's market capitalization stands at $6.84 billion, with projected earnings growth of 6.28% year-over-year for 2026 [4] Key Drivers - The healthcare business of Masimo focuses on non-invasive patient monitoring technologies, hospital automation, and consumer health products, which are encouraging for future growth [6] - In August, Masimo received FDA 510(k) clearance to expand the uses of delta hemoglobin measurements with its O3 Regional Oximetry technology, enhancing its monitoring capabilities [7][10] - The company reported strong Q3 2025 results driven by demand for non-invasive monitoring and a solid product portfolio, while also renewing a long-term partnership with Philips [9][13] - Masimo's strategic growth initiatives include enhancing commercial excellence, accelerating intelligent monitoring, and innovating wearables, with a focus on advanced monitoring categories [11] - Ongoing R&D efforts are crucial for Masimo's success, with a focus on AI and machine learning to upgrade sensors and develop next-generation monitors [14] Financial Performance - R&D expenses declined by 18.2% year-over-year to $30.5 million during Q3 [15] - The Zacks Consensus Estimate for Masimo's earnings per share (EPS) for 2026 has increased by 1.2% to $5.75, with first-quarter revenue estimates at $1.62 billion, indicating a 6.6% improvement from the previous year [18] Challenges - Masimo's revenue heavily relies on its SET and Rainbow SET monitoring platforms, creating risks associated with market acceptance and competition from existing systems [16] - The company faces reimbursement headwinds, as sales depend on coverage decisions by insurers, which could impact product adoption and pricing [17]

Group 1: Apple Inc. Developments - Apple has reduced production and promotion of its Vision Pro headset due to sluggish sales, with its manufacturing partner Luxshare halting production early last year and significant cuts in digital advertising spend for the device in key markets [1] - Apple is planning to launch two new AI-driven wearable products, smart glasses and AI-powered AirPods, as early as 2026, indicating an intent to expand its Apple Intelligence platform across its hardware lineup [5] - CEO Tim Cook's recent purchase of Nike Inc. shares is drawing attention, as it parallels market trends and is seen as a potential indicator of a market bottom [6] Group 2: Masimo Corp. Developments - Masimo Corp. experienced a significant patent infringement victory against Apple worth $634 million, yet its quality score has dropped to 10.43, indicating weakness in its underlying fundamentals and placing it among the lowest-ranked stocks for operational efficiency [3] Group 3: Industry Insights - The CEO of Perplexity AI has warned that on-device intelligence could disrupt the centralized data center model, posing a threat to massive infrastructure investments in the AI sector [4]