Goldman Sachs reiterates Sell rating on Medtronic stock despite Q1 beat

Published 19/08/2025, 13:56
Goldman Sachs reiterates Sell rating on Medtronic stock despite Q1 beat

Investing.com - Goldman Sachs has reiterated its Sell rating and $78.00 price target on Medtronic , Inc. (NYSE:MDT), currently trading at $92.81, following the medical device maker’s first-quarter fiscal 2026 earnings report. According to InvestingPro data, the stock is trading near its 52-week high of $96.25, with analysts’ targets ranging from $78 to $112.

Medtronic reported quarterly results that exceeded both Goldman Sachs estimates and consensus expectations on a reported basis. However, organic revenue growth slowed by 60 basis points to below 5%, as acceleration in core growth drivers like cardiac ablation solutions was offset by a more pronounced deceleration in other business segments. The $118.65 billion market cap company maintains a solid financial health score of "GOOD" according to InvestingPro metrics, with a 3.06% dividend yield that has been maintained for 49 consecutive years.

The company posted adjusted earnings per share of $1.26, representing approximately 2% year-over-year growth compared to reported revenue growth of about 7%. This disparity reflected negative earnings leverage, with declining operating margins further impacted by higher interest expense. Trading at a P/E ratio of 25.63, the stock currently appears fairly valued based on InvestingPro’s Fair Value analysis.

Goldman Sachs noted that investors had anticipated total organic growth acceleration following strong performance in cardiac ablation solutions, but the results highlighted how Medtronic’s top-line remains anchored to established businesses.

In addition to financial results, Medtronic announced the appointment of two new board members and the formation of two new committees focused on growth and operating initiatives.

In other recent news, Medtronic reported its fiscal first-quarter 2026 earnings, which slightly exceeded consensus estimates for both organic growth and earnings per share. The company’s revenue surpassed expectations by approximately 2%, aided by favorable foreign exchange rates and additional revenue contributions. Mizuho (NYSE:MFG) highlighted that Medtronic’s earnings exceeded expectations by $195 million, or $0.03 per share, with notable performances in its Cardiovascular, Diabetes, and MedSurg segments. Analysts have maintained their ratings on Medtronic stock, with Stifel reiterating a Hold rating and Raymond (NSE:RYMD) James a Market Perform rating. Mizuho continues to rate the stock as Outperform, setting a $100 price target. Additionally, Medtronic has appointed two new independent directors, John Groetelaars and Bill Jellison, to its board and formed special committees to enhance growth and operations. These strategic appointments are part of Medtronic’s efforts to strengthen its leadership and operational focus.

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