RMD Resmed Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
12:26
07 авг
07 авг
US pre-market movers show strong gains for NET, ABNB, MCHP, TEAM, CART, MP.
US pre-market movers show strong gains for NET, ABNB, MCHP, TEAM, CART, MP, and DV on earnings or acquisition news, while RMD, TTD, and SG decline on misses or guidance cuts.
20:30
06 авг
06 авг
Management provided a positive outlook for fiscal year 2027, focusing on core business growth, gross margin expansion, and a significant return of capital to shareholders, despite the headwind from the ASTRAL recall.
Выс.
01:05
04 июл
04 июл
Morgan Stanley downgrades ResMed; speaker lists the action with no specific bearish thesis.
Morgan Stanley downgrades ResMed; speaker lists the action with no specific bearish thesis or mechanism provided for this name.
Сред.
11:56
17 июн
17 июн
SpaceX выросла на 1,9% на премаркете, Figma прибавила 4,2% на фоне рейтинга «покупать» от Citi.
SpaceX выросла на 1,9% на премаркете, Figma прибавила 4,2% на фоне рейтинга «покупать» от Citi, La-Z-Boy подскочила на 16% после публикации отчетности, превзошедшей ожидания, ResMed опустилась на 1% из-за понижения рейтинга от Morgan Stanley, а Rexford Industrial упала на 1,4% после понижения рейтинга до «ниже рынка» от JPMorgan.
16:10
07 мая
07 мая
Short ResMed as the short leg of a GLP-1 pair trade.
Short ResMed as the short leg of a GLP-1 pair trade; GLP-1-driven weight loss reduces sleep apnea prevalence, structurally undermining demand for CPAP devices.
Сред.
20:15
04 мая
04 мая
The tweet simply tags ResMed as a follow-up ticker without providing any directional opinion.
The tweet simply tags ResMed as a follow-up ticker without providing any directional opinion or market analysis.
Выс.
00:57
01 мая
01 мая
Bearish view on RMD as CFO departure on top of decelerating US device sales.
Bearish view on RMD as CFO departure on top of decelerating US device sales, even on the easiest year-over-year comparison, signals underlying operational weakness.
Выс.
00:40
01 мая
01 мая
The CFO's retirement amid slowing US device sales signals potential internal turmoil.
The CFO's retirement amid slowing US device sales signals potential internal turmoil and weakening demand for ResMed's core products.
Выс.
00:19
01 мая
01 мая
Bearish view on medtech stocks/ETF as the speaker expects further multiples compression.
Bearish view on medtech stocks/ETF as the speaker expects further multiples compression tomorrow, driven by a directional bearish view on the sector's valuation.
Выс.
20:30
30 апр
30 апр
Management reaffirmed its confidence in the long-term outlook for high single-digit revenue growth with earnings growing faster than revenue, driven by operational excellence, gross margin expansion, and a robust pipeline of innovation, even amidst global geopolitical uncertainty.
Выс.
14:49
27 апр
27 апр
Short RMD due to GLP-1-driven CPAP attrition, slowing growth into FY27.
Short RMD due to GLP-1-driven CPAP attrition, slowing growth into FY27, and no multi-product floor for a single-product medtech.
Выс.
11:43
22 апр
22 апр
Bearish view on DXCM, RMD, and ISRG because accelerating declines in bariatric procedures.
Bearish view on DXCM, RMD, and ISRG because accelerating declines in bariatric procedures for ISRG signal that GLP-1 drugs are reducing demand for related medical devices and services, extending to diabetes management and respiratory care.
Выс.
11:42
22 апр
22 апр
Bearish view on DXCM and RMD because accelerating declines in bariatric procedures due to GLP-1.
Bearish view on DXCM and RMD because accelerating declines in bariatric procedures due to GLP-1 drug adoption signal a structural headwind for companies exposed to obesity and diabetes-related treatment demand.
Выс.
21:30
29 янв
29 янв
Management maintains strong growth and margin expansion, with continued confidence in supply chain efficiencies and demand generation.
Выс.
Об аналитическом покрытии RMD
Buzzberg отслеживает RMD (Resmed) в 6 источниках. Бычьих сигналов: 0, медвежьих: 2, от 7 аналитиков. Сентимент смешанный с уклоном в медвежий. Всего отслеживается 14 торговых идей. Последние спикеры: Newsquawk, Mick Farrell, asklivermore.