Masimo Details Its Long-Term Plan
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 04 2025
0mins
Should l Buy MASI?
Source: NASDAQ.COM
Investor Day Highlights: Masimo hosted its 2025 Investor Day, outlining a long-term strategy with financial targets through 2028, including a revenue growth CAGR of 7%-10% and an operating margin of approximately 30%.
Financial Projections: The company expects adjusted earnings per share of $8.00 by 2028 and cumulative operating cash flow of about $1 billion from 2026-2028.
2025 Financial Guidance: Masimo reaffirmed its 2025 financial guidance, projecting Non-GAAP revenue between $1.510 billion and $1.530 billion, with Non-GAAP earnings per share estimated at $5.40-$5.55.
Analyst Expectations: Analysts anticipate Masimo will report earnings of $5.48 per share and revenues of $1.52 billion for fiscal year 2025, excluding special items.
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Analyst Views on MASI
Wall Street analysts forecast MASI stock price to rise
6 Analyst Rating
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 132.960
Low
162.00
Averages
188.40
High
210.00
Current: 132.960
Low
162.00
Averages
188.40
High
210.00
About MASI
Masimo Corporation is a global medical technology company that develops and produces a wide range of monitoring technologies, including measurements, sensors, patient monitors, automation and connectivity solutions. The Company’s healthcare products and patient monitoring solutions generally incorporate a monitor or circuit board, proprietary single-patient use or reusable sensors, software and/or cables. It primarily sells its healthcare products to hospitals, emergency medical service providers, home care providers, physician offices, veterinarians, long-term care facilities. Its measurement technologies include Measure-through Motion and Low Perfusion pulse oximetry, known as Masimo Signal Extraction Technology (SET) pulse oximetry, and advanced rainbow Pulse CO-Oximetry parameters such as noninvasive hemoglobin (SpHb), alongside many other modalities, including brain function monitoring, hemodynamic monitoring, regional oximetry, capnography and gas monitoring, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Technological Innovation: Clairity's AI risk prediction platform, now FDA-authorized, extracts personalized risk assessments from routine mammograms, which is expected to significantly enhance the effectiveness of breast cancer screening and promote early disease prevention.
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- Live Webcast: The presentation will be available via live webcast on Masimo's website, ensuring global investors can access real-time company information, thereby increasing transparency and attracting potential investors' attention.
- Showcasing Technological Strength: Masimo is renowned for its innovative monitoring technologies, particularly its SET® pulse oximetry, which serves over 200 million patients annually worldwide, demonstrating its leadership and market impact in the healthcare sector.
- Industry Recognition: Masimo's pulse oximetry is the primary device at all top 10 U.S. hospitals as ranked in the 2025 Newsweek World’s Best Hospitals listing, further solidifying its competitive advantage in the high-end medical market.
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- Advertising Spend Reduction: The company has drastically cut its digital advertising spend in key markets, indicating a cautious outlook on the Vision Pro's market potential, which may impact brand visibility and future sales prospects.
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- Poor Market Performance: In 2025, Masimo's shares dropped by 22.85%, significantly underperforming the Nasdaq Composite's 20.54% gain during the same period, reflecting a pessimistic outlook on its future growth, with a 24.09% decline over the last six months indicating persistent selling pressure.
- Weak Technical Indicators: According to Benzinga Edge, Masimo's momentum score stands at a mere 8.77, indicating weak relative strength and price movement patterns compared to other stocks, further exacerbating investor concerns about its performance.
- Strategic Implications of Patent Ruling: While the legal victory is viewed as a significant win for innovation efforts, it has failed to improve Masimo's financial health, highlighting its competitive disadvantages in the industry, which may impact future investor confidence and market positioning.
See More
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- Market Reaction: This sanction may restrict U.S. defense firms' operations in the Chinese market, affecting their future revenue growth, particularly as China increasingly emphasizes defense autonomy, prompting these companies to reassess their market strategies.
- Geopolitical Impact: This event not only reflects the rising tensions between the U.S. and China but may also trigger broader international responses, influencing the dynamics of the global defense market, especially regarding security cooperation in the Asia-Pacific region.
- Industry Outlook: With China's sanctions on U.S. defense firms, there may be a push for these companies to accelerate their search for opportunities in other markets, particularly in Southeast Asia and Europe, to reduce reliance on the Chinese market.
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