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MDMDT

Medtronic plc

Strong FundamentalsStrong FundamentalsRevenue growing 10% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (1.8K/wk), no spike
$MDT·$107B·Medical - Devices·Healthcare
$82.35-1.1%YTD-14.3%1Y-7.1%
Mentions · last 7 days
2026-07-14: 266 posts2026-07-15: 459 posts2026-07-16: 488 posts2026-07-17: 375 posts2026-07-18: 42 posts2026-07-19: 128 posts2026-07-20: 49 posts1,832
Price updated 3m ago·X counts updated 23h ago
MDMDT
$MDTMedtronic plc
$82.35-1.13%1.8k posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $MDT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-20

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Medical-devices giant compounds quietly while the market's attention is elsewhere.

Medtronic is a $107B global medical-device company — the market leader across cardiac rhythm, neurovascular, diabetes, and surgical robotics. It's a boring compounder that's currently trading right in the middle of its 52-week range while the market chases higher-beta names, and the just-closed SPR acquisition adds a specific piece to the chronic-pain franchise.

What's underneath the quiet tape:

  • The business is doing exactly what compounders should: reported Q1 revenue was $9.8B (+10% YoY) with 65% gross margin and 18% operating margin — this is a low-double-digit topline growth story at scale, which is genuinely rare among $100B+ market-cap healthcare names.
  • The valuation is reasonable, not stretched: TTM PE ~22x on FY26 EPS estimate of $5.96 puts forward PE closer to 18x — for a defensive compounder with a diversified device portfolio and a 3%+ dividend yield, that's a paid but not aggressive multiple, especially with beta of 0.58.
  • The SPR acquisition (closed July 16) matters strategically: it expands minimally invasive, non-opioid chronic-pain treatment — a growing market with meaningful reimbursement tailwinds — and slot-fits into the existing pain management franchise without adding operational complexity.

Coiling with steady fundamentals is exactly the shape this kind of name makes before either drifting higher on a defensive rotation or breaking out on an earnings beat. Aug 18 earnings is the next real trigger — a fiscal-Q1 beat with any raise to the FY guide restarts the move; a miss on cardiac or diabetes segment growth keeps the sideways range in place.

What to watch: Aug 18 fiscal-Q1 earnings: cardiac/diabetes segment growth, updated FY26 guidance, and any commentary on SPR integration. A guide raise would break the coil higher; a soft print keeps the range in place.

On the calendar: 2026-08-18 — Fiscal Q1 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Medtronic plc is a leading global medical technology enterprise that invents, develops, manufactures, and distributes an extensive range of device-based medical therapies. These solutions serve healthcare systems, clinicians, physicians, and patients across the world. The company's operations are categorized into several key portfolios: Cardiovascular Portfolio: This segment focuses on cardiac health, providing technologies for heart rhythm management, including implantable pacemakers, defibrillators, and monitoring systems, alongside cardiac ablation tools and remote patient software. It also addresses structural heart issues with products like aortic and pulmonary valves, surgical repair devices, and endovascular stent grafts, in addition to offerings for percutaneous coronary interventions (e.g., angioplasty balloons). Medical Surgical Portfolio: Offering a broad spectrum of surgical instruments and therapies, this division includes staples, vessel sealing devices, wound closure products, and electrosurgical equipment. It also pioneers surgical artificial intelligence and robotic-assisted platforms, alongside solutions for hernia repair, gynecology, lung conditions, minimally invasive gastrointestinal and hepatologic diagnostics, patient monitoring, airway management, ventilation therapies, and renal disease. Neuroscience Portfolio: This division delivers specialized products for a diverse group of medical professionals, such as spinal surgeons, neurosurgeons, neurologists, pain management specialists, and ENT experts. Its offerings span energy surgical instruments, advanced image-guided and intra-operative imaging systems, robotic guidance for spine procedures, and therapies targeting the brain's vasculature. Diabetes Operating Unit: Dedicated to diabetes management, this unit provides innovative solutions like insulin pumps and their associated consumables, continuous glucose monitoring (CGM) systems, and smart insulin pen technologies. Established in 1949, Medtronic plc maintains its corporate headquarters in Dublin, Ireland.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Devices sits in its cycle right now — and what that implies for $MDT.

Medical - Devices · Healthcare

No material change from last week — ISRG's da Vinci 5 procedure growth (+23%) confirms surgical robotics has transitioned from premium to standard-of-care in major procedures.

What this means for $MDT

Direct beneficiary — Medtronic plc is a leading global medical technology enterprise that invents, develops, manufactures, and distributes an extensive range of device-based medical therapies. These solutions serve hea; core revenue tied directly to the primary demand driver in medical - devices.

Industry benchmark

15-name peer basket
-12.3%YTD
-5.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
22.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
17.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
65.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 3, 2026$1.55$1.54+0.6%
Q4 2025Feb 17, 2026$1.36$1.34+1.5%
Q3 2025Nov 18, 2025$1.36$1.31+3.8%
Q2 2025Aug 19, 2025$1.26$1.23+2.4%
Next earningsTue, Aug 18·consensus EPS $1.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$9.8B+9.9%75.9%15.9%$0.98$2.1B
Q3 FY26$9.0B+8.8%64.9%19.7%$0.89$2.3B
Q2 FY26$9.0B+6.6%60.3%18.8%$1.07$457.0M
Q1 FY26$8.6B+8.4%57.7%16.8%$0.81$584.0M

Forward consensus

5-year forecast · up to 22 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$38.9B$38.2B – $39.2B$5.96$5.89 – $6.0222
FY28$40.2B$37.5B – $41.2B$6.39$6.25 – $6.5721
FY29$42.1B$41.8B – $42.4B$6.93$6.27 – $7.2512
FY30$44.8B$42.8B – $45.7B$7.63$7.18 – $7.826
FY31$46.6B$44.4B – $47.5B$8.22$7.73 – $8.435

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.30%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-8.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.3B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.585-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 8Matthew R. WalterSVP, Chief HR Officer3.1K sh$258KSellJun 8Kiil Harry SkipPresident4.2K sh$337K
+ 27 other (12 inkinds · 9 awards · 6 exempts) in window

See when $MDT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Medtronic to announce financial results for its first quarter of fiscal year 2027prnewswire.com·2d agoDecker Wealth Management LLC Invests $5.08 Million in Medtronic PLC $MDTdefenseworld.net·2d agoMedtronic PLC $MDT Shares Sold by Allspring Global Investments Holdings LLCdefenseworld.net·4d agoMedtronic completes acquisition of SPR, expanding patient access to minimally invasive, non-opioid treatment of chronic and acute painprnewswire.com·6d agoMedtronic (MDT) Exceeds Market Returns: Some Facts to Considerzacks.com·11d ago

In themes

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Voices on X · last 7 days

No standout posts about $MDT on X in the last 7 days.

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