Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inbox Gmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscription Click this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Featured Article from MarketBeat Medtronic's "Textbook" Reversal: How High Can It Really Go in 2026?Written by Thomas Hughes. Article Published: 2/17/2026. 
Key Points - Medtronic is amid a market reversal that can double-digits to its stock price while it pays a market-beating dividend yield.
- Analyst and institutional activity highlight the value and yield combination, which is attractive compared to the broader market.
- Catalysts include improving operational efficiency and margin health, new product launches, and traction in robotics.
- Special Report: [Sponsorship-Ad-6-Format3]
Medtronic’s (NYSE: MDT) stock is undergoing a textbook reversal: it formed a head-and-shoulders pattern and has broken to fresh highs, confirming the baseline as a key pivot. The question now is how high the stock might climb. The reversal is supported by an improving growth outlook, stronger profitability, increased capital returns and improving market sentiment, which together provide a solid support base into 2026. 
Institutions and Analysts Buy Into Medtronic’s Growth Outlook Silver: 20% + 68%
Tim Plaehn just found a Silver ETF that delivers monthly income (up to 20% in annual distributions) plus share appreciation (68% in 5 months). The precious metal has become one of the best investments for growth AND income right now. Click here and start to collect in the next 30 days. Institutions, which represent the largest pool of investment capital, own more than 80% of the shares and have been accumulating for several quarters. MarketBeat data shows a bullish net balance for five consecutive quarters — about a $2-to-$1 bias in favor of buyers — with buying activity accelerating late in 2025 and into early 2026, aligning with the stock’s price action. If that institutional bias persists, it supports further upside for MDT. Analysts, who reflect private capital and a portion of retail sentiment, rate the stock as a Moderate Buy. Coverage has increased alongside an improving outlook, and price-target trends were bullish ahead of fiscal Q3 (FQ3). (Medtronic's fiscal reporting follows a different calendar than the calendar year.) Consensus targets imply roughly 10% upside at the midpoint, with another ~10% available at the high end; revision trends also align with the stock's price action. While the FQ3 release and guidance update did not spark an immediate rally, the results were largely in line with expectations and reinforced the prior uptrend. The likely outcome is that analyst sentiment remains constructive through the next quarter, which should underpin price action. Technical targets add another layer of confirmation. With the reversal pattern validated, a base-case target equals the range's dollar magnitude and a bull-case uses the percentage move; those calculations place MDT in a roughly $118–$124 range, which brackets the high-end analyst target of $120. Timing is the remaining question, but the charts suggest this move could occur before mid-year. Medtronic Affirms Long-Term Growth Targets: Outperforms in FQ3 Medtronic delivered a solid quarter, reporting $9 billion in revenue — a slim beat of consensus. Strength was broad-based, with 6% organic growth aided by favorable foreign-exchange effects. Cardio was the strongest segment, up nearly 14% (10.6% organically), followed by Diabetes (+8.3% organic), Medical Surgical (+2.7% organic) and Neurosciences (+2.5% organic). The company faced margin pressures, including tariff-related costs, but none were worse than expected. Adjusted operating margin came in at 24.1% and adjusted EPS was $1.36. Adjusted EPS outpaced estimates, suggesting management may be taking a cautious tone with guidance. Medtronic reaffirmed guidance that implies revenue growth near 5.5% and full-year adjusted EPS of $5.64 at the midpoint. That guidance sits below consensus, though the headline miss was marginal and easy to overlook. More important are the long-term targets and the cash-flow profile that support capital return. The capital-return plan includes dividends and share repurchases, with the dividend yielding roughly 2.8% as of mid-February and buybacks reducing the share count annually. A payout ratio near 50% and a history of steady increases put the company on track to potentially join the Dividend King ranks later this decade. Medtronic: Many Catalysts in 2026 Medtronic has several potential catalysts for 2026. Core segments, including Cardiovascular, are accelerating, and new products and approvals — such as the Symplicity Spyral RDN system and the Hugo robotic systems — are contributing to growth. Meanwhile, activist investors are pushing for operational improvements. The combined effect could drive outperformance in fiscal Q4, full-year 2025 results and into 2026, with expanding margins and improved capital returns. Elliott Investment Management, which became a major shareholder in 2025, is pushing to improve efficiency, accelerate growth and boost valuation. Trading around 17X earnings, MDT looks inexpensive relative to the S&P 500 and med-tech peers. If the stock re-rates toward peer averages (about 22X earnings), MDT could rise roughly five points, implying a price near $125.
| 
Post a Comment
Post a Comment