
Masimo (MASI) Stock Forecast & Price Target
Masimo (MASI) Analyst Ratings
Bulls say
Masimo Corp reported a notable 7% year-over-year growth in its backlog metric, indicating solid demand and future revenue potential, with total unrecognized contract revenue reaching $1.7 billion in the second quarter. Management has reaffirmed a strong full-year constant currency revenue growth forecast of 8-11%, suggesting continued robust performance in the second half of the year. Additionally, the company demonstrated strong earnings performance, delivering an EPS of $1.33, exceeding expectations and benefiting from margin improvement and a lower effective tax rate.
Bears say
Masimo Corp's financial outlook is negatively impacted by a significant year-over-year decline in incremental new contracts, which fell from $134 million in the second quarter of 2024 to $80 million in 2025, raising concerns among investors despite a clean quarterly report. Additionally, the company is projecting slightly lower revenue on a sequential basis ahead of the traditionally strong fourth quarter, compounded by unexpected tariff impacts now estimated between $17 million and $19 million due to changing policy assumptions. The overall business environment appears to pose challenges, particularly in the capital sales segment which is expected to see only low-single-digit growth, limiting opportunities for financial improvement.
This aggregate rating is based on analysts' research of Masimo and is not a guaranteed prediction by Public.com or investment advice.
Masimo (MASI) Analyst Forecast & Price Prediction
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