A number of stocks jumped in the afternoon session after markets continued to rally amid growing speculation of an impending interest rate cut by the Federal Reserve. Following a favorable Consumer Price Index (CPI) report, investors are increasingly betting on a rate reduction next month, a sentiment amplified by U.S. Treasury Secretary Scott Bessent's call for a significant cut. This has fueled a 'risk-on' environment across Wall Street. Lower interest rates are typically beneficial for growth-oriented sectors like healthcare, as they reduce the cost of borrowing for research and innovation and increase the present value of future earnings.
Medical tech company Masimo (NASDAQ:MASI) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 7.9% year on year to $370.9 million. The company expects the full year’s revenue to be around $1.52 billion, close to analysts’ estimates. Its non-GAAP profit of $1.33 per share was 9% above analysts’ consensus estimates.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how patient monitoring stocks fared in Q2, starting with Masimo (NASDAQ:MASI).
Medical tech company Masimo (NASDAQ:MASI) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 7.9% year on year to $370.9 million. The company expects the full year’s revenue to be around $1.52 billion, close to analysts’ estimates. Its non-GAAP profit of $1.33 per share was 8.8% above analysts’ consensus estimates.
From novel pharmaceuticals to telemedicine, most healthcare companies are on a mission to drive better patient outcomes. Despite the rosy long-term prospects, short-term headwinds such as COVID inventory destocking have harmed the industry’s returns -
over the past six months, healthcare stocks have collectively shed 14.2%. This drawdown is a noticeable divergence from the S&P 500’s 5.4% return.
A number of stocks fell in the afternoon session after the U.S. administration announced a sharp escalation in trade tensions by threatening new tariffs on Canada.
Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around.
Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Masimo (NASDAQ:MASI) and the rest of the patient monitoring stocks fared in Q1.
Medical tech company Masimo (NASDAQ:MASI) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 9.5% year on year to $372 million. The company expects the full year’s revenue to be around $1.52 billion, close to analysts’ estimates. Its non-GAAP profit of $1.36 per share was 12.6% above analysts’ consensus estimates.
Medical tech company Masimo (NASDAQ:MASI) reported Q1 CY2025 results exceeding the market’s revenue expectations, but sales fell by 24.5% year on year to $372 million. The company expects the full year’s revenue to be around $1.52 billion, close to analysts’ estimates. Its non-GAAP profit of $1.36 per share was 12.5% above analysts’ consensus estimates.
