Masimo Corporation (MASI)

Masimo Corp.'s stock has experienced fluctuations in the past six months, closing at $143.96 as of November 26, 2025, with a year-over-year decrease of -18.99%. Key events include the Q3 2025 earnings report, which beat revenue expectations and led to raised fiscal guidance, and a patent infringement verdict against Apple, awarding Masimo $634 million in damages. Analyst ratings are mixed, with a consensus "Hold" rating and an average price target of $188.40.

Masimo Corp. experiences demand seasonality for its products and services, particularly within its healthcare segment. Healthcare revenues in the third quarter of its fiscal years have historically represented a lower percentage of segment revenues due to summer vacation schedules in the U.S., Europe, and Japan. The timing and severity of flu seasons can also impact demand. A decline in demand in lower-end consumer audio categories extended into premium and luxury audio across more geographies, affecting non-healthcare revenue.

Masimo Corporation is an American health technology and consumer electronics company based in Irvine, California, operating primarily in the Medical Equipment and Medical Technology industries. Masimo develops, manufactures, and markets non-invasive patient monitoring technologies, medical devices, and sensors. Its products include Signal Extraction Technology (SET) Pulse Oximetry, the Rainbow SET Platform, patient monitors, specialty sensors, hospital automation solutions, remote monitoring devices, and consumer health products. In 2022, Masimo expanded into home audio by acquiring Sound United.

Masimo Corporation has a global presence, marketing its products directly and through distributors and original equipment manufacturers. The company operates in over 100 countries across North and South America, Europe, the Middle East, Africa, Asia, and Australia. Its headquarters are located in Irvine, California, U.S.

Masimo has an established brand reputation for delivering high-quality and innovative monitoring solutions, particularly among healthcare providers. The patent infringement victory against Apple in November 2025, where Masimo was awarded $634 million in damages, has reinforced Masimo's commitment to protecting its innovations and intellectual property.

Masimo Corp.'s ownership is a mix of institutional, insider, and retail investors. Institutional investors own approximately 47.74% to 68.68% of the stock, with major shareholders including BlackRock, Inc., Fmr Llc, and Vanguard Group Inc. Insiders own approximately 8.76% to 18.82% of the stock, with Politan Capital Management LP being the largest individual shareholder. Public companies and individual investors hold approximately 20.94% to 22.56% of the company's stock.