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MDMDT

Medtronic plc

$MDT·$121B·Medical - Devices·Healthcare
$94.17+1.1%YTD-10.2%1Y+1.4%
Mentions · last 7 days
2026-08-29: 60 posts2026-08-30: 68 posts2026-08-31: 101 posts2026-09-01: 263 posts2026-09-02: 85 posts2026-09-03: 31 posts2026-09-04: 38 posts647+16%
Price updated 10h ago·X counts updated 9h ago
MDMDT
$MDTMedtronic plc
$94.17+1.15%647 posts+16%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 numbersAcceleratingAI verdict · as of 2026-09-04

The move is getting stronger, with heavier trading behind it.

Medtronic just delivered its cleanest print in years — Q1 double beat, Cardiac Ablation growing at hyper-growth semi speeds, and a $700M robotics buy that reframes the story.

Medtronic is one of the world's largest medical-device makers — a slow-growth conglomerate for years. The last print restarted the story: growth accelerated, margins expanded, and management moved decisively on the robotics side.

  • Growth reaccelerated meaningfully: Q1 revenue was $9.81B, up 10% YoY with the recent quarters trending +9%, +7%, +8% — the print pushed growth above the medtech average, and Cardiac Ablation specifically ran +88% YoY, a rate you rarely see in a mature category and driven by the PulseSelect PFA franchise taking share from the electrophysiology incumbents.
  • The Cornerstone Robotics acquisition reframes the platform story: the $700M deal expands MDT's soft-tissue robotics presence in a category where Intuitive Surgical has been the only real player — combining with Hugo (Medtronic's existing robotic platform), this positions MDT as a credible number-two in surgical robotics rather than a distant follower.
  • Operating leverage is real: gross margin at 76% and operating margin at 16% in the print show that the mix-shift toward higher-margin categories (ablation, structural heart, robotics) is starting to flow through — with management raising FY guide alongside the print, the setup for a full re-rating on next quarter is credible.

November 17 Q2 earnings is the follow-through — a print sustaining Ablation growth above 60% and confirming Cornerstone accretion holds the re-rating. A guide-down or a category slowdown resets to the boring conglomerate multiple; watch Cardiac Ablation and Hugo installed-base updates.

Agrees with X sentimentI agree with the bull framing — the Q1 double beat, Cardiac Ablation +88%, and the $700M Cornerstone Robotics deal are all real and pair well; the medtech-multiple skeptics that went quiet after the print will be back on any deceleration, which the November 17 print needs to prevent.

What to watch: November 17 Q2 earnings — Ablation growth sustained above 60% with confirmation of Cornerstone accretion holds the re-rating. A guide-down or category slowdown resets to the boring conglomerate multiple; watch Hugo installed-base updates.

On the calendar: 2026-11-17 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment40 posts analyzed · as of 2026-09-04

$MDT (Medtronic) is bullish after Q1'27 earnings: revenue $9.76B vs $9.54B est (+13.7% YoY), adj EPS $1.45 vs $1.39 (+15.1% YoY), Cardiac Ablation Solutions +88% YoY. Raised FY27 guidance (adj EPS $5.94-6.00). Stock +6-7% intraday to $90.65. Bulls celebrate Cardiovascular + Diabetes segments as growth drivers. A political note: Rep. Kevin Hern sold $100K of MDT in $820K sell disclosure, but the earnings beat overrides. Zero real bear voices.

Read the AI verdict + X sentiment for $MDT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

World's largest standalone medical device company covering cardiac, neuromodulation, diabetes, spine, and surgical technologies.

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

Elective procedure volume recovery and aging-demographic demand are the structural drivers; robotic surgery adoption (ISRG) and GLP-1-driven procedure mix shifts are the near-term dynamics. Hospital capex cycles determine device upgrade timing — CapEx returning after COVID deferral.

What this means for $MDT

Partial — medical device revenue depends on elective procedure volumes and hospital capex; Medtronic plc is a leading global medical technology enterprise that invents, de.

Industry benchmark

9-name peer basket
+2.0%YTD
+35.6%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
Q2 2026Sep 1, 2026$1.45$1.39+4.3%
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%
Next earningsTue, Nov 17·consensus EPS $1.34

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 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$38.9B$38.2B – $39.2B$5.95$5.89 – $6.0121
FY28$40.2B$37.5B – $41.2B$6.40$6.26 – $6.5821
FY29$42.2B$39.3B – $44.0B$6.95$6.27 – $7.4912
FY30$44.8B$42.6B – $45.9B$7.63$7.13 – $7.876
FY31$46.6B$44.2B – $47.7B$8.22$7.69 – $8.485

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.1.1×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.63%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.+8.6%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.+5.0%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 today0.7% 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.β0.575-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 SkipPresident4.0K sh$319K
+ 43 other (20 inkinds · 17 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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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 263
AI summary

Kweli Thompson, EVP & President, Neuroscience at Medtronic plc, filed an initial Form 3 on June 26, 2026 disclosing direct beneficial ownership of approximately 30,018 ordinary shares, plus performance share units covering ~22,343 shares (vesting through 2027) and stock options covering ~88,345 shares (exercise prices ranging from $74.67 to $91.97, expiring 2026–2035) as of the June 18, 2026 triggering event. This is a routine initial Section 16 ownership report upon becoming a reporting person; no material open-market trading activity.

8-KOfficer or director changeMay 188-K — Item 5.02: Officer or director change
8-KPress release / Reg FDApr 278-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMar 248-K — Item 7.01: Press release / Reg FD
S-3ASRAuto-shelf registrationMar 9S-3ASR
+ 13 other (3 13Gs · 2 IRANNOTICEs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Medtronic executives to speak at upcoming investor conferencesgurufocus.com·18h agoMedtronic executives to speak at upcoming investor conferencesprnewswire.com·19h ago4 Reasons to Buy Medtronic Stock Like There's No Tomorrowfool.com·2d agoWhy Medtronic (MDT) is a Top Momentum Stock for the Long-Termzacks.com·2d agoMDT Q1 Earnings Call Focuses on Broad Growth, Raised Guidancezacks.com·3d ago

In themes

Explore the broader themes this ticker is being talked about under.

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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