Masimo

Baron Discovery Fund noted that Masimo outperformed after Danaher announced a deal to acquire Masimo at a 38% premium, calling it a special situation driven by an activist investor. The fund discussed Masimo's non-invasive patient monitoring technologies and said the situation worked out well for its performance. Masimo closed May 6 at $178.49, has a $9.35 billion market cap, and saw hedge fund holdings rise to 40 portfolios at year-end. » Mere på finance.yahoo.com

Masimo Corporation is undergoing a turnaround after divesting its consumer segment in 2025 and refocusing on hospital patient monitoring. The company benefits from high-margin consumables driving recurring revenue, reported continuing-operations revenue growth of about 8% year‑over‑year, and operating margins rebounding toward ~27% with a path to 30% by 2028. A backlog above $500 million and high single-digit growth visibility support the thesis, while valuation remains discounted, leaving analysts projecting 24% to potentially over 50% upside with stronger execution over the next 12–18 months. » Mere på finance.yahoo.com

Bridger Management disclosed it sold its entire Masimo holding, cutting 47,841 shares and reducing its position by about $7.06 million. The sale followed a weak quarter and a roughly 12% pullback in the stock. Weeks later Masimo agreed to be acquired at $180 per share in a deal valuing the company at about $9.9 billion, driving an approximate 34% one‑day surge. The filing shows Bridger’s portfolio remains concentrated in large-cap, cash-generating names, leaving less exposure to event-driven upside like the Masimo takeover. » Mere på finance.yahoo.com

Masimo stock rose to a new 52-week high of $175.91, recording a year-to-date gain of 34.86% and six-month growth of 24.19%. This performance is well above the moderate annual return of 1.52%. InvestingPro shows a P/E ratio of 45.91 and a PEG of 0.88, indicating overvaluation relative to fair value. Masimo expects full-year 2025 revenue of around $1.52 billion (+9% reported and currency-adjusted) and Q4 revenue of about $411 million (+12% reported). » Mere på de.investing.com

Parkman Healthcare Partners disclosed a new fourth-quarter position in Masimo, buying 200,000 shares worth about $26.01 million. The stake represents 2.48% of Parkman’s $1.05 billion reportable U.S. equity assets and joins other healthcare holdings like Boston Scientific and Dexcom. Masimo shares have jumped this year after the company agreed to be acquired for $180 per share in a transaction valuing it at roughly $9.9 billion, with the deal expected to close in the second half of the year. » Mere på finance.yahoo.com