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MDMDT

Medtronic Plc

Strong FundamentalsStrong FundamentalsRevenue growing 10% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (329/wk), no spike
$MDT·$113B·Medical - Devices·Healthcare
$94.75-0.7%YTD-3.2%1Y-0.3%
Price updated 7h ago·X counts updated 5d ago
MDMDT
$MDTMedtronic Plc
$94.75-0.73%329 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $MDT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

329X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MDT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-12

Medtronic is bullish — Q1 delivered strongest underlying growth in years, guidance raised, and newer product franchises accelerating. On the '3%+ dividend yield starter portfolio' list; growth 52/100, quality 46/100, valuation 31/100, expected TSR ~12%/yr. Verdict: Moderately Attractive at $94; not cheap enough for bargain but setup improving.

Read what X is saying about $MDT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MDT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

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

Medtronic quietly delivered its best underlying growth in years and volume is 2.7x normal — Nov 17 earnings is the next read.

Medtronic is the global medical-device giant — cardiovascular, surgical robotics (Hugo), diabetes, neuromodulation. Growth had stalled for years; the most recent quarter was the first clear reacceleration.

  • The business is finally growing: Q1 revenue +9.9% YoY at a 17.8% operating margin and ROIC of 6% — the strongest underlying growth in years, with the newer franchises accelerating faster than the mature businesses are decaying.
  • 52-week range position is 40% with vol multiplier 2.73 — that's heavy accumulation, usually a precursor to a directional move, and the fundamentals-plus-dividend story is drawing the yield-focused crowd.
  • At 22x PE and 2.9x sales the valuation is fair but not cheap for a 10%-grower — the sell-side's "Moderately Attractive at $94" framing captures the dynamic: setup improving, but not a bargain.

Nov 17 Q2 is the gate — continuation of 10%-ish underlying growth plus a Hugo and diabetes commentary that implies 2027 lift extends the move. A guide reset or soft franchise detail and the vol-multiplier accumulation reverses quickly.

Agrees with X sentimentThe thread has the right drivers — strongest underlying growth in years, raised guidance, newer-franchise acceleration, 3%+ dividend yield portfolio inclusion — and the "improving but not a bargain" framing is honest.

What to watch: Nov 17 Q2 — underlying revenue growth, Hugo surgical-robotics commentary, diabetes-franchise trajectory, and FY27 guide. A guide reset or soft franchise detail is the clear invalidator.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Aging population demographics and AI-assisted device adoption (smart implants, continuous glucose monitors, digital health integration) are the long-cycle structural drivers. Reimbursement timing for new modalities (CMS coverage decisions) and procedure volume recovery from COVID-era deferred care shape the 2026 revenue trajectory.

What this means for $MDT

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

Industry benchmark

21-name peer basket
+10.2%YTD
+0.0%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$39.1B$38.5B – $39.2B$5.98$5.97 – $6.0021
FY28$40.3B$36.9B – $41.0B$6.40$6.28 – $6.5520
FY29$42.1B$38.7B – $43.6B$6.92$6.05 – $7.3915
FY30$44.7B$42.0B – $45.6B$7.50$6.90 – $7.688
FY31$46.0B$43.2B – $46.9B$8.09$7.44 – $8.296

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.65%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.+4.2%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.+7.3%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 today2.1% 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

SellOct 15Michael MarinaroEVP, Pres MedSurg and Americas10.4K sh$1.0MSellOct 15Geoffrey MarthaCEO50.0K sh$4.8MSellSep 16Kiil Harry SkipPresident1.5K sh$139KSellJul 8Matthew R. WalterSVP, Chief HR Officer3.1K sh$258KSellJun 8Kiil Harry SkipPresident4.0K sh$319K
+ 44 other (20 inkinds · 17 awards · 6 exempts · 1 gift) 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
+ 61 other (42 425s · 4 SC TO-I/As · 3 13Gs · 2 IRANNOTICEs) in window

Recent news

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

Is it Apt to Retain Medtronic Stock in Your Portfolio Now?zacks.com·19h agoMedtronic Named to TIME Best Inventions of 2026 List for Stealth AXiS™ surgical system and Corsano™* multi-parameter wearableprnewswire.com·2d agoProcter & Gamble Has Raised Its Dividend for 70 Years. These 4 Stocks Also Reward Patience247wallst.com·2d ago3 Overlooked Healthcare Dividend Stocks That Could Keep Paying for Decades247wallst.com·2d agoMiniMed Completes Separation from Medtronicprnewswire.com·2d ago

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Voices on X · last 7 days

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

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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