
Masimo (MASI) Stock Forecast & Price Target
Masimo (MASI) Analyst Ratings
Bulls say
Masimo Corp's backlog metric, representing unrecognized contract revenue, indicates strong demand health and future revenue growth, seeing a 7% year-over-year increase to $1.7 billion in the second quarter, with double-digit growth when assessed over a two-year period. The company anticipates recognizing $507 million of unrecognized contract revenue over the next 12 months, reflecting a 17% year-over-year increase, while management reaffirms a full-year constant currency revenue growth range of 8-11%. Additionally, Masimo's earnings per share of $1.33 surpassed market expectations due to margin improvements and a lower effective tax rate, contributing to an upward revision in adjusted operating margin and earnings per share guidance.
Bears say
Masimo Corporation is experiencing a decline in "incremental new contracts," with the metric falling to $80 million in Q2 2025 from $134 million in Q2 2024, raising concerns about the company’s ability to sustain revenue growth amid inherent quarterly fluctuations in contract timing. Additionally, the impact of tariffs has negatively affected sales, contributing to an estimated $5 million hit in Q3, alongside a cautious revenue forecast that has led to a revision of projected earnings for Q4 2025. The company's outlook is further clouded by various risks, including regulatory delays, pricing pressure, and increased competition, which collectively threaten profitability and overall market position.
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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