Masimo Reports Preliminary Q4 Revenue of Approximately $411M, Beating Consensus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 12 2026
0mins
Should l Buy MASI?
Reports preliminary Q4 revenue approximately $411M, consensus $407.59M. "Our strong performance this quarter reflects the continued execution of our strategy and the value our solutions deliver for customers. In 2025, we achieved a record level of incremental contract value from new customers and expanded hospital agreements with our existing customers, which positions us well for sustained performance in the year ahead," said Katie Szyman, CEOr of Masimo.
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Analyst Views on MASI
Wall Street analysts forecast MASI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MASI is 188.40 USD with a low forecast of 162.00 USD and a high forecast of 210.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 135.330
Low
162.00
Averages
188.40
High
210.00
Current: 135.330
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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- 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.
- Increased Competitive Pressure: Despite Masimo's $634 million patent win against Apple, its quality score has dropped to 10.43, indicating a significant decline in operational efficiency that could affect its market competitiveness.
- Market Dynamics: CEO Tim Cook's purchase of Nike shares has drawn market attention, paralleling Tesla's rebound when public sentiment turned negative, potentially signaling a market bottom that investors should closely monitor.
See More
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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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