Masimo Corp (NASDAQ: MASI) on Wednesday hosted its 2025 Investor Day. At the event, Masimo’s management team provided an update on the company’s long-term strategy.
Masimo also provided a detailed look at each of its growth pillars and updated its long-range plan through 2028.
Management projected a 7%–10% revenue CAGR through 2028, with operating margins reaching about 30%.
Analyst Ratings and Price Forecast
BTIG maintains Masimo with a Buy and raises the price forecast from $198 to $200.
Legal Victory Against Apple
In November, a federal jury in California ruled that Apple Inc. (NASDAQ: AAPL) must pay Masimo $634 million for infringing a patent related to blood-oxygen reading technology.
Third-Quarter Earnings Report
Masimo reported third-quarter adjusted earnings of $1.32 per share, beating the consensus of $1.20, with sales of $371.2 million, surpassing the consensus of $366.85 million.
The company raised fiscal 2025 adjusted earnings from $5.45-$5.70 per share to $5.62-$5.79, compared to the consensus of $5.33.
It narrowed fiscal 2025 sales outlook from $1.51 billion-$1.54 billion to $1.51 billion-$1.53 billion versus the consensus of $1.52 billion.
MASI Price Action: Masimo shares were up 0.25% at $138.44 at the time of publication on Thursday, according to Benzinga Pro data.
**Masimo Corp** (NASDAQ: MASI) on Wednesday hosted its 2025 Investor Day. At the event, Masimo’s management team provided an update on the company’s long-term strategy.
Masimo also provided a detailed look at each of its growth pillars and updated its long-range plan through 2028.
Management projected a 7%–10% revenue CAGR through 2028, with operating margins reaching about 30%.
## Analyst Ratings and Price Forecast
**BTIG** maintains Masimo with a Buy and raises the price forecast from $198 to $200.
## Legal Victory Against Apple
In November, a federal jury in California ruled that **Apple Inc.** (NASDAQ: AAPL) must pay Masimo $634 million for infringing a patent related to blood-oxygen reading technology.
## Third-Quarter Earnings Report
Masimo reported third-quarter adjusted earnings of $1.32 per share, beating the consensus of $1.20, with sales of $371.2 million, surpassing the consensus of $366.85 million.
The company raised fiscal 2025 adjusted earnings from $5.45-$5.70 per share to $5.62-$5.79, compared to the consensus of $5.33.
It narrowed fiscal 2025 sales outlook from $1.51 billion-$1.54 billion to $1.51 billion-$1.53 billion versus the consensus of $1.52 billion.
**MASI Price Action:** Masimo shares were up 0.25% at $138.44 at the time of publication on Thursday, according to Benzinga Pro data.
<p><strong>Masimo Corp</strong> <a target="_blank" href="https://www.benzinga.com/quote/MASI" rel="noreferrer noopener"><a href="https://www.benzinga.com/quote/MASI" target="_blank" class="ticker-link" data-ticker="MASI" data-exchange="NASDAQ" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/MASI">MASI</a>)</a></a> on Wednesday hosted its 2025 Investor Day. At the event, Masimo’s management team provided an update on the <a target="_blank" href="https://www.benzinga.com/pressreleases/25/12/b49196624/masimo-hosts-2025-investor-day-and-details-strategic-roadmap-for-durable-growth" rel="noreferrer noopener">company’s long-term strategy</a>.</p>
<p>Masimo also provided a detailed look at each of its growth pillars and updated its long-range plan through 2028.</p>
<p>Management projected a 7%–10% revenue CAGR through 2028, with operating margins reaching about 30%.</p>
<p><strong><em>Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/08/47131264/apple-to-reintroduce-blood-oxygen-feature-on-select-watches-following-customs-ruling" rel="noreferrer noopener">Apple To Reintroduce Blood Oxygen Feature On Select Watches Following Customs Ruling</a></em></strong></p>
<p>The company is aiming for adjusted EPS of $8.00 by 2028 and expects to generate roughly $1 billion in cumulative operating cash flow from 2026 to 2028.</p>
<p>Masimo also reaffirmed its previously announced 2025 financial guidance, including revenue of $1.51 million-$1.53 million, operating profit of between $412 million and $424 million, and earnings per share between $5.40 and $5.55.</p>
<p>“Masimo’s market-leading position is driven by our mission to deliver innovations that empower clinicians and transform patient care,” said <strong>Katie Szyman</strong>, Chief Executive Officer of Masimo. “As we enter this next chapter, we are incredibly well-positioned to advance that mission.”</p>
<h2 class="wp-block-heading">Analyst Ratings and Price Forecast</h2>
<p><strong>BTIG</strong> maintains Masimo with a Buy and raises the <a target="_blank" href="https://www.benzinga.com/quote/MASI/analyst-ratings" rel="noreferrer noopener">price forecast from $198 to $200</a>.</p>
<h2 class="wp-block-heading">Legal Victory Against Apple</h2>
<p>In November, a federal jury in California ruled that <strong>Apple Inc.</strong> <a target="_blank" href="https://www.benzinga.com/quote/AAPL" rel="noreferrer noopener"><a href="https://www.benzinga.com/quote/AAPL" target="_blank" class="ticker-link" data-ticker="AAPL" data-exchange="NASDAQ" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/AAPL">AAPL</a>)</a></a> must pay Masimo $634 million for infringing a patent related to <a target="_blank" href="https://www.benzinga.com/news/legal/25/11/48891424/apple-ordered-to-pay-634-million-after-jury-finds-company-infringed-masimos-blood-oxygen-sensor-patent" rel="noreferrer noopener">blood-oxygen reading technology</a>.</p>
<h2 class="wp-block-heading">Third-Quarter Earnings Report</h2>
<p>Masimo reported third-quarter adjusted earnings of $1.32 per share, beating the consensus of $1.20, with sales of $371.2 million, surpassing the consensus of $366.85 million.</p>
<p>The company raised <a target="_blank" href="https://www.benzinga.com/pressreleases/25/11/b48636897/masimo-reports-third-quarter-2025-results" rel="noreferrer noopener">fiscal 2025 adjusted earnings</a> from $5.45-$5.70 per share to $5.62-$5.79, compared to the consensus of $5.33.</p>
<p>It narrowed fiscal 2025 sales outlook from $1.51 billion-$1.54 billion to $1.51 billion-$1.53 billion versus the consensus of $1.52 billion.</p>
<p><strong>MASI Price Action:</strong> Masimo shares were up 0.25% at $138.44 at the time of publication on Thursday, <a target="_blank" href="https://www.benzinga.com/pro/" rel="noreferrer noopener">according to Benzinga Pro data</a>.</p>
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<p><em>Photo by T. Schneider via Shutterstock</em></p>