Masimo Corporation (MASI)

Masimo Corp.'s stock price has declined over the past six months, with a 25.89% decrease from January 6, 2025, to January 2, 2026. A federal jury ordered Apple to pay Masimo $634 million for infringing on blood-oxygen sensor patents. Masimo's quality score has decreased, indicating underperformance in operational efficiency and financial health. Masimo topped EPS and revenue expectations in February 2025, and experienced a surge in Q2 healthcare revenue in August 2024.

Masimo Corporation's sales growth exhibits seasonality, with demand typically dipping during the summer months and rising in the fourth quarter of the year.

Masimo Corporation is a health technology and consumer electronics company focused on developing, manufacturing, and marketing non-invasive patient monitoring technologies, medical devices, and sensors. Its core business revolves around its Signal Extraction Technology (SET) pulse oximetry. Masimo has expanded into consumer health products and home audio, acquiring Sound United in 2022 and manufacturing wearable devices like the Masimo W1.

Masimo Corporation has a significant global presence, operating in over 150 countries across the U.S., Europe, the Middle East and Africa, Asia, Australia, North America, and South America. The company adapts its products to align with regional regulatory standards and clinical practices.

Masimo has received recognition for innovation and design, including being named one of Fast Company's Most Innovative Companies in North America and receiving accolades for products like the Masimo W1 Medical Watch and Rad-G Pulse Oximeter. However, despite a patent win against Apple, Masimo's quality score has decreased, indicating underperformance in operational efficiency and financial health compared to industry competitors.

Masimo Corporation has substantial institutional ownership, with 779 institutional owners and shareholders holding 67,460,979 shares, representing approximately 104.58% of the company. Masimo insiders own about 18.82%. Major institutional owners include BlackRock, Inc., Fmr Llc, and Vanguard Group Inc. Politan Capital Management LP is the largest individual shareholder, owning 4.59 million shares, representing 8.54% of the company.