
Masimo (MASI) Stock Forecast & Price Target
Masimo (MASI) Analyst Ratings
Bulls say
Masimo Corp's backlog metric, representing unrecognized contract revenue, experienced a healthy 7% year-over-year growth to $1.7 billion in the second quarter, indicating robust demand and potential future revenue growth. The company has strategically invested in advanced monitoring technologies, leading to significant account wins and a projected 17% year-over-year increase in recognized unrecognized contract revenue amounting to $507 million over the next 12 months. Furthermore, Masimo's management reinforced expectations for revenue growth of 8-11% for the full year, with anticipated margin expansion contributing to a favorable outlook for earnings per share, which has also exceeded consensus estimates comfortably.
Bears say
The financial outlook for Masimo Corp appears negative due to anticipated declines in operating margin influenced by increasing tariffs, with a projected $16M-$17M negative tariff impact expected for FY25. Additionally, there has been a notable year-over-year decrease in incremental new contracts, reflecting a downturn in sales performance and raising concerns about the company's ability to secure future revenue streams. Compounding these challenges are various risks, including regulatory delays, supply chain issues, and increased competition, which exacerbate an already cautious revenue forecast and cloud the long-term growth and profitability prospects.
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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