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

Medtronic's broad growth is accelerating.

Premarket movers show Mag 7 stocks lower, while Capricor, Duolingo.

Medtronic management expresses strong confidence, raising full-year revenue guidance and EPS guidance due to broad-based strength across multiple product lines and continued strong demand outlook.

US pre-market futures are lower while Micron falls on Taiwan union strike threat.

Medtronic beats Q1 2027 earnings estimates and raises its full-year organic revenue growth.

Medtronic beats revenue and EPS guidance in fiscal 2027 first quarter and raises full-year.

The author lists 40 stocks at their 200-weekly moving average as a watchlist of potential.

Watch surgical and electrophysiology med-tech names

Medical devices (IHI, MDT, ABT, BAX) outperforming.

Goldman Sachs upgrades CIB to Buy, KeyBanc upgrades FLY to Overweight.

Electrophysiology share inflection: Volt 2.0 goes from limited to full U.S. market release in Q3, and European EP sales grew over 20% on Volt/TactiFlex Duo rollout. — PFA competition is shifting; Abbott's launch momentum and mapping integration threaten the leading EP players' share in the highest-growth ablation category.

JNJ's electrophysiology growth was depressed ~400bps due to inventory destocking in China, suggesting a broader channel correction that may affect peers with China exposure. — If this is an industry-wide destocking, other medtech companies (Boston Scientific, Medtronic) may similarly see an EP growth headwind in coming quarters, beyond just JNJ.

The tweet reports a list of stocks receiving analyst upgrades but does not state the author's.

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.

Premarket movers report shows mixed performance across Magnificent Seven stocks.

Medtronic reported Q4 earnings with adjusted EPS in line and revenue above estimates.

Long medtech and digital health names as rising semiconductor content in medical devices drives.

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.

Long MDT based on the speaker’s view that it offers the best risk-reward profile.

Watch MDT; medical is stable but not inflecting significantly.

The US EP business (including PFA) is expected to be roughly flat to low single-digit growth for 2Q-4Q, a significant deceleration from historical performance, as BSX loses more share than anticipated to Medtronic, J&J, and Abbott. — This indicates that the US PFA competitive dynamic is shifting faster than expected, and BSX's leadership position is being challenged more intensely in the near term.

JNJ anticipates second-half headwinds from volume-based procurement (VBP) in China for electrophysiology products, already factored into guidance. — China VBP expansion into electrophysiology will pressure pricing for all players, including Medtronic and Boston Scientific, and is a leading indicator of regulatory cost-containment actions in a key market.

Author expresses preference for Medtronic in medical devices as a cheaper alternative.

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.

Insulet is pivoting sales messaging to emphasize clinical performance (A1C reduction) as a counter to competitive claims, while maintaining its form-factor and user-experience edge. — Enhanced clinical pitch could protect market share against tube pump competitors and sustain growth from new MDI converts.

Management is confident in accelerating growth driven by a broad pipeline (CAS, RDN, Hugo, neuroscience), with revenue growth expected to continue and EPS high single-digit growth reaffirmed for FY27.

US EP market penetrated ~70% with PFA in 2025; BSX expects market growth to normalize to ~15% in 2026, down from an estimated 18-20% in Q4 2025, with BSX explicitly planning to lose share due to competitive launches. — Signals the high-growth phase in US PFA is maturing; competitive share gains are expected to accelerate, pressuring all players on volume and pricing.