Economic Overview - Investors are concerned about the potential economic downturn due to new tariffs imposed by Trump, with Goldman Sachs raising its recession forecast from 20% to 35% [1][2] - Economists warn that these tariffs could lead to increased costs for businesses, a slowdown in hiring, and wage growth, prompting Wall Street firms to lower GDP growth projections [2] Medical Device Industry Outlook - The medical device industry is viewed as a stable investment during market volatility, with a promising long-term outlook despite short-term challenges such as tariffs and cost escalations [3] - Advancements in AI and predictive analytics are revolutionizing the medical device industry, enhancing diagnostics, patient monitoring, and personalized treatment [4] Company Highlights Masimo (MASI) - Masimo specializes in non-invasive patient monitoring systems and is benefiting from focused R&D efforts, with notable technologies like Measure-through Motion and Low Perfusion pulse oximetry [7] - MASI shares have increased by 1.4% year to date, outperforming the broader market, and the company is expected to report earnings growth of 20% in 2025 [8] Boston Scientific (BSX) - Boston Scientific is experiencing strength across its MedSurg and Cardiovascular lines, with strong demand and contributions from acquisitions driving growth [10] - BSX shares have risen 13.3% year to date, and the company is expected to report earnings growth of 13.6% in 2025 [12] Hims & Hers Health (HIMS) - Hims & Hers Health targets a $360 million U.S. total addressable market, focusing on mental health, weight loss, and dermatology, with over 2 million subscribers driving recurring revenues [15] - HIMS shares have surged 28.4% year to date, with an expected earnings growth of 133.3% in 2025 [16]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates is challenging due to inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - Masimo (MASI) is currently highlighted as a recommended growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth seen as a strong indicator of future stock price gains [3] - Masimo's projected EPS growth for this year is 20%, significantly higher than the industry average of 12.6% [4] Group 3: Cash Flow Growth - High cash flow growth is essential for growth-oriented companies, allowing them to fund new projects without relying on external financing [5] - Masimo's year-over-year cash flow growth stands at 13%, compared to an industry average of -0.2% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 10.7%, exceeding the industry average of 6.5% [6] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with stock price movements [7] - Masimo has experienced upward revisions in current-year earnings estimates, with a 4.2% increase in the Zacks Consensus Estimate over the past month [7] Group 5: Overall Assessment - Masimo's combination of a Zacks Rank 1 and a Growth Score of A positions it as a potential outperformer and a solid choice for growth investors [9]

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Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, particularly in the financial sector, which can lead to exceptional returns. However, identifying such stocks is challenging due to their inherent risks and volatility [1]. Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing a company's real growth prospects beyond traditional metrics. Masimo (MASI) is currently highlighted as a recommended stock due to its favorable Growth Score and top Zacks Rank [2]. - Stocks with a Growth Score of A or B and a Zacks Rank of 1 (Strong Buy) or 2 (Buy) have been shown to consistently outperform the market [3]. Group 2: Earnings Growth - Earnings growth is crucial for investors, with double-digit growth being particularly desirable as it indicates strong future prospects. Masimo's projected EPS growth for this year is 19.8%, significantly higher than the industry average of 10.8% [4]. Group 3: Cash Flow Growth - Cash flow growth is vital for growth-oriented companies, allowing them to expand without relying on external funding. Masimo's year-over-year cash flow growth stands at 13%, compared to an industry average of -3.3% [5]. - Over the past 3-5 years, Masimo's annualized cash flow growth rate has been 10.7%, exceeding the industry average of 6.7% [6]. Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements. Masimo has experienced upward revisions in current-year earnings estimates, with the Zacks Consensus Estimate increasing by 5.2% over the past month [7][8]. Group 5: Conclusion - Masimo has achieved a Growth Score of A and a Zacks Rank of 1, positioning it favorably for potential outperformance in the growth stock category, making it an attractive option for growth investors [9][10].

Have you been paying attention to shares of Masimo (MASI) ? Shares have been on the move with the stock up 10.7% over the past month. The stock hit a new 52-week high of $194.88 in the previous session. Masimo has gained 15.3% since the start of the year compared to the 6.7% move for the Zacks Medical sector and the 2.2% return for the Zacks Medical - Instruments industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensus ...

Masimo (MASI) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving.Analysts' growing optimism on the earnings prospects of this medical technology company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term ...

Company Overview - Masimo Corporation, based in Irvine, CA, develops, manufactures, and markets non-invasive monitoring systems [11] - The company operates in two segments: Healthcare revenues account for 62.3% of FY23 revenues, which is a decrease of 4.8% from FY22, while Non-healthcare revenues make up 37.7%, showing an increase of 11.1% [11] Investment Ratings - Masimo is rated as a 1 (Strong Buy) on the Zacks Rank, indicating strong investment potential [11] - The company has a VGM Score of B, which combines value, growth, and momentum indicators [11][12] Momentum and Earnings Estimates - The Momentum Style Score for Masimo is A, with shares having increased by 8.4% over the past four weeks [12] - In the last 60 days, five analysts have revised their earnings estimates upwards for fiscal 2025, with the Zacks Consensus Estimate rising by $0.50 to $5.07 per share [12] - Masimo has an average earnings surprise of 14.4%, indicating strong performance relative to expectations [12]

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, it's pretty easy to find cutting-edge growth sto ...

Masimo (MASI) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changin ...

# 财报详情 Q4财报亮点 总体收入为 6.01亿美元 ，按报告和固定汇率计算增长9%； 医疗保健收入为 3.68亿美元 ，按报告计算增长8%，按固定汇率计算增长9%； 非医疗保健收入为 2.32亿美元 ，按报告和固定汇率计算增长11%； 合作伙伴征集：2025全球手术机器人大会 报名：首届全球眼科大会 | 展位有限 报名：首届全球心血管大会 | 奖项评选 报名：首届全球骨科大会 | 奖项评选 2025年2月26日，迈心诺Masimo（纳斯达克股票代码：MASI） 公布了超出市场预期 的 第 四季度财务业绩 ，并 上调 了2025年全年盈利指引 。 早盘交 易中，MASI股价上涨 超过8% ，达到每股 184美 元 。 Masimo 公司在2024年经历了一段动荡时期。创始人兼时任首席执行官Joe Kiani在9月辞职，此前股东投票将他从董事会主席职位上罢免，结束了Masimo 与Politan Capital Management之间漫长的代理权争夺战。几个月内，公司总部还进行了裁员。 基本每股GAAP净亏损为（6.52美元），其中包括对Sound United的商誉和无形资产减值； 非 GAAP稀释每股净 ...