MD MDT Medtronic plc Loading... : Bullish and Bearish Analyst Opinions

Needham lowers its price target on Medtronic to 101 dollars from 120 dollars.

US pre-market movers report shows mixed futures with Palo Alto Networks giving up gains after strong results, GitLab falling on profit view disappointment, and Macy's beating estimates while Intel and Marvell surge on positive commentary.

Premarket movers report shows mixed performance across Magnificent Seven stocks, with notable moves in Cognyte Software slumping 21%, GameStop rising 13%, and Marvell Technology gaining 10% after Nvidia CEO's trillion-dollar valuation prediction.

Medtronic reported Q4 earnings with adjusted EPS in line and revenue above estimates while guiding 2027 adjusted EPS below consensus and raising its quarterly dividend.

Long medtech and digital health names as rising semiconductor content in medical devices drives growth in imaging, monitoring, robotics, and wearables.

MDT (#16 in XLV holdings) “just rolled over like a dying bird,” implying deep undervaluation within a cheap sector. Medtronic is a diversified med‑tech bellwether; if the sector mean‑reverts, laggards like MDT often see outsized gains. A contrarian pick on a beaten‑down quality name with a strong historical franchise in medical devices. Regulatory headwinds (device taxes, FDA delays), competitive pressure from newer players, or continued margin compression.

Avoid MDT due to structural problems requiring costly cultural and R&D overhaul that would pressure profitability; too early to bottom-pick.

Long MDT based on the speaker’s view that it offers the best risk-reward profile, despite recent poor performance.

Watch MDT; medical is stable but not inflecting significantly; modest positive from steady demand and H2 acceleration.

When a caller asks about Medtronic, Cramer says, "I WOULD BUY MORE." The stock has pulled back to the high $80s, which he finds surprising given the company's positive execution. It is valued at 15 times earnings, which he considers "very inexpensive." The current level is a good opportunity to buy or average down, as the company is doing everything right. Continued broad market weakness could pressure the stock further despite its attractive valuation.

With the spin-off of the diabetes division, Metronic can now focus on its three remaining business... At these levels, I think the stock simply too cheap to ignore. Shedding the slow-growth diabetes unit removes a major drag on the company, allowing the market to finally recognize and properly value Medtronic's accelerating cardiovascular and med-surg businesses. LONG because it is a highly profitable, recession-proof medical device company trading at a cheap valuation (under 15x next year's earnings) with a solid 3.2% dividend yield. The remaining neuroscience division continues to decelerate, or the broader market ignores the value unlocked by the spin-off.