Masimo Corporation (MASI)

Over the past six months, Masimo Corp. stock has declined by 15.1%. Key events include the Q2 2025 earnings report with strong financial results, preliminary Q4 2025 results expecting revenue growth, analyst ratings averaging "Hold" with a target price of $189.40, the upcoming Q4 2025 earnings release, and the potential spin-off of the Consumer Business.

Masimo's core healthcare business experiences stable demand, while its consumer business may be subject to seasonality influenced by economic cycles and consumer spending habits. The consumer segment's demand can be influenced by economic cycles and consumer spending habits, which often exhibit seasonal patterns.

Masimo Corporation is an American health technology and consumer electronics company based in Irvine, California, operating primarily in the healthcare sector, specializing in non-invasive patient monitoring technologies, medical devices, and sensors. Its core business is Signal Extraction Technology (SET®) pulse oximetry, with products including patient monitors, pulse oximeters, and monitoring systems. Masimo has expanded into consumer audio and wearable device markets following the acquisition of Sound United in 2022.

Masimo Corporation has a global presence, serving customers in North and South America, Europe, the Middle East, Africa, Asia, and Australia. The company distributes its products directly and through distributors and OEMs to hospitals, EMS providers, home care providers, physician offices, veterinarians, long-term care facilities, and consumers.

Masimo's brand reputation has been shaped by innovation recognition and legal battles. The company was recognized by Fast Company for innovative technologies and secured a patent infringement victory against Apple. Activist investor involvement has also brought increased scrutiny to Masimo's corporate governance.

Masimo Corporation has a significant number of institutional owners and shareholders. 700 institutional owners and shareholders hold a total of 64,587,747 shares. Major institutional owners include BlackRock, Inc., Fmr Llc, Politan Capital Management LP, and Vanguard Group Inc.