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MMMMED

MiniMed Group, Inc.

$MMED·$5.5B·Medical - Equipment & Services·Healthcare
$18.00+7.1%1Y-2.7%
Price updated 6h ago·X counts updated 4d ago
MMMMED
$MMEDMiniMed Group, Inc.
$18.00+7.08%78 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $MMED 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.

78X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

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

AI verdictAI analysisGenerated by AI from underlying data

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

Hinges on a big eventEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Medtronic's $5.5B diabetes spin trading at 2.7x sales — the exchange-offer timeline is the near-term swing factor.

MiniMed Group is the Medtronic diabetes spinout — insulin pumps, CGM systems, and infusion sets — now trading on its own with a $5.5B market cap and a 33% short interest reflecting both the complexity of the spin and the still-active exchange-offer dynamics.

  • Reported quarterly revenue has been $790-$843M (steady run-rate ~$3.3B annualized) and sell-side has fiscal 2027 revenue of $3.44B stepping to $3.71B in fiscal 2028, with EPS of $0.67 moving to $0.65 — modest growth, consistent with a mature diabetes-devices franchise.
  • The October 2 headline that 'Medtronic's $4B MiniMed Exchange Offer Is Losing Its Allure' plus the September 23 Bank of America Healthcare Conference presentation indicate the exchange-offer narrative is still live and material to the near-term stock trajectory.
  • The 33% short interest and the 17% of float traded on volume multipliers near 2x give this a squeeze profile layered on the structural story — any favorable exchange-offer update could trigger an outsized move.

At $19.70 and no clear next earnings date published, this is a special-situation name where the capital-markets process (exchange offer status, index inclusion mechanics) matters more than the operating quarter — the Dexcom type-2 CGM read-through and MiniMed's own commercial updates are the fundamentals.

What to watch: Medtronic exchange-offer resolution and any favorability-reset announcement; the first standalone earnings release and 2027 guidance framework; CGM share-of-wallet trends alongside Dexcom and Abbott.

On the calendar: Earnings date not yet announced

Read the AI verdict on $MMED

  • 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.

Medical device company designing and manufacturing insulin pumps and infusion consumables for diabetes management.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Equipment & Services sits in its cycle right now — and what that implies for $MMED.

Medical - Equipment & Services · Healthcare

Robotic and AI-assisted surgical procedures (Intuitive Surgical da Vinci 5, Stryker Mako) are the primary volume growth driver as hospitals invest in efficiency automation. Emerging market hospital infrastructure buildout is adding an international growth vector; US hospital systems' capital allocation is recovering from post-COVID financial pressure as elective volume normalizes.

What this means for $MMED

Partial — Medical device company designing and manufacturing insulin pumps and infusion consumables for diabetes management.

Top industry ETF

$IHIiShares U.S. Medical Devices ETF
-15.3%YTD
-8.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-20.4How 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
-5.3%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
-9.1%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
-3.0%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
2.7Same 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
-14.4%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
52.9%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
0.0Total 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$0.12$0.12-3.3%
Q1 2026Jun 3, 2026$-0.68$-0.15-356.2%
Q1 2026Apr 17, 2026$-0.16$0.17-194.0%

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$837.0M—57.3%9.8%$-0.68$-226.0M
Q3 FY25$790.0M—45.8%-11.8%$-0.42$13.0M
Q4 FY24$724.0M—55.5%-28.2%$0.00$26.0M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$3.4B$3.4B – $3.5B$0.68$0.64 – $0.7110
FY28$3.7B$3.7B – $3.8B$0.68$0.45 – $0.7810
FY29$4.1B$4.0B – $4.2B$1.70$1.64 – $1.7410
FY30$4.6B$4.5B – $4.6B$2.34$2.31 – $2.405
FY31$5.1B$5.0B – $5.2B$3.20$3.16 – $3.284

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.2.9×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.—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.-12.1%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.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 27.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today102.3% 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.β-3.715-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

No open-market buys or sells in the last 180 days.

+ 11 other (6 awards · 5 inkinds) in window

See when $MMED 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
Free, forever. No credit card.

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

8-KShareholder voteOct 138-K — Item 5.07: Shareholder vote
3New insider — initial holdingsOct 13
8-KPress release / Reg FDSep 18-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KOfficer or director changeAug 58-K — Item 5.02: Officer or director change
3New insider — initial holdingsJul 63
AI summary

MiniMed Group, Inc. (MMED) filed Form 3 reporting David J. Endicott as a new director as of June 29, 2026. Endicott is based in Northridge, California (MiniMed's headquarters). No non-derivative or derivative securities are reported. Routine director-onboarding disclosure with no direct financial impact.

3New insider — initial holdingsJul 63
AI summary

MiniMed Group, Inc. (MMED) filed Form 3 reporting Linnea Burman as a new director as of June 29, 2026, based in Northridge, California. No non-derivative or derivative securities are reported. Routine director-onboarding disclosure with no direct financial impact.

3New insider — initial holdingsJul 63
AI summary

MiniMed Group, Inc. (MMED) filed Form 3 reporting Scott T. Cundy as a new director as of July 3, 2026, based in Northridge, California. No non-derivative or derivative securities are reported. Routine director-onboarding disclosure with no direct financial impact.

8-KOfficer or director changeJun 298-K — Item 5.02: Officer or director change · Item 5.08 · Item 8.01: Other event
+ 20 other (8 425s · 3 8-Ks · 2 proxys · 1 EFFECT) in window

Recent news

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

MiniMed Announces Board of Directors for its Next Chapter as an Independent Companyprnewswire.com·11h agoMiniMed Completes Separation from Medtronicprnewswire.com·17h agoMedtronic Completes Separation of MiniMed Group, Inc.prnewswire.com·17h agoMedtronic Announces Final Results of MiniMed Group, Inc. Exchange Offerprnewswire.com·2d agoTop 10 Powder Keg Stocks Where Short Sellers Are Sitting on a Fusebenzinga.com·3d ago
Voices on X · top 1 · 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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