Medtronic plc (MDT) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Medtronic has "significant firepower" to pursue acquisitions as the medical device maker evaluates opportunities to expand its portfolio, executives said at a major industry conference that kicked off on Monday in San Francisco.
Investors looking for stocks in the Medical - Products sector might want to consider either Medtronic (MDT) or EssilorLuxottica Unsponsored ADR (ESLOY). But which of these two stocks presents investors with the better value opportunity right now?
Eli Lilly highlights how AI is transforming healthcare, from drug discovery to diagnostics, turning defensive medical stocks into growth plays for 2026.
Investors with an interest in Medical - Products stocks have likely encountered both Medtronic (MDT) and EssilorLuxottica Unsponsored ADR (ESLOY). But which of these two stocks offers value investors a better bang for their buck right now?
MiniMed Group, Inc., a Medtronic subsidiary, is targeting an IPO to fund growth and working capital amid diabetes device market expansion. MMED is well-positioned in automated insulin delivery, boasting an integrated product stack, strong recurring revenue, and international reach. Financials show rising revenue and gross profit, but operating leverage remains limited due to high R&D and pending clarity on intercompany debt repayment.
Medtronic plc exemplifies a 'wonderful company at a fair price,' trading near its calculated DCF fair value of $98 per share. MDT demonstrates nearly three decades of resilient revenue growth, high margins, and robust shareholder yield, underscoring its defensive investment appeal. The company boasts a 49-year dividend growth streak and has returned 42.2% of market cap to shareholders via buybacks and dividends over the past decade.
Medtronic will own at least 80.1% of the voting stock for MiniMed once the IPO is complete.
Medtronic (MDT) reported earnings 30 days ago. What's next for the stock?
Medtronic is a solid choice for dividend investors, but Intuitive Surgical is a better option for growth-oriented investors. Intuitive Surgical will continue dominating its niche even as Medtronic enters the market.
Medtronic (MDT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Investors with an interest in Medical - Products stocks have likely encountered both Medtronic (MDT) and EssilorLuxottica Unsponsored ADR (ESLOY). But which of these two companies is the best option for those looking for undervalued stocks?