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Medtronic plc MDT is lining up its next product cycle around platforms that can compound across procedure-driven markets.Cardiac ablation is scaling quickly, robotic-assisted surgery is building an ecosystem, and hypertension therapy is moving into broader commercialization.

These are multi-year opportunities, but the near-term backdrop still matters. Medtronic carries a Zacks Rank #4 (Sell), as tariffs, pricing and currency exposure can limit upside even when execution stays solid.

MDT Three Trends Driving the Next Product Cycle

Medtronic's Cardiac Ablation Solutions (CAS) is the sharpest growth lever today, supported by the Affera mapping system and Sphere-9 dual-energy catheter. Robotics is the second pillar, with Hugo procedure growth paired with a digital workflow layer through Touch Surgery. Hypertension is the third, with Symplicity Spyral moving from limited adoption to broader access after reimbursement clarity.

Medtronic's Cardiac Ablation Scaling Fast

CAS sales grew 78% worldwide in the fourth quarter, including 124% U.S. growth. Management said CAS gained 8 U.S. share points and is annualizing at more than $2 billion, with a goal of reaching $2 billion on a trailing basis in the first quarter of fiscal 2027.

The pipeline is advancing alongside geographic expansion. Sphere-9 launched in Japan, the FDA approved a U.S. ventricular tachycardia pivotal trial, and the Sphere-360 U.S. pivotal study is enrolling after the CE Mark in Europe. Medtronic also highlighted investments in intracardiac echocardiography catheter technologies that deepen exposure to electrophysiology imaging.

MDT Robotics: Hugo and the Digital Layer

In Medical Surgical, Hugo is contributing as global procedure volumes expand, supporting Surgical and Endoscopy performance and broadening Medtronic's robotics footprint. The near-term question is whether utilization continues to rise as tooling and indications expand.

Medtronic also submitted Hugo to the FDA for general surgery and gynecologic indications and filed the LigaSure robotic-assisted surgery vessel sealer. It received FDA clearance for ProGrip Advanced, a mesh optimized for robotic-assisted ventral hernia repair. Touch Surgery adds the digital layer, with installations above 1,400 and up more than 30% sequentially.

In context, Intuitive Surgical, Inc. ISRG remains a key benchmark for ecosystem-driven adoption in robotics, while Stryker Corporation SYK highlights how procedure-centric portfolios can sustain demand when workflows shift. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

Story Continues

Medtronic Hypertension Therapy Moves into a New Phase

Symplicity Spyral is changing the commercial outlook for hypertension therapy. The final Medicare National Coverage Determination expanded access, and management said average weekly procedures doubled after reimbursement clarity. Symplicity is now annualizing at $100 million.

Long-term data in more than 2,000 patients showed sustained mean systolic blood pressure reductions of 13.3 millimeters of mercury in ambulatory settings and 18.1 millimeters of mercury in office settings at three years. Medtronic estimates roughly 18 million U.S. people live with uncontrolled hypertension despite multiple medications. Management views renal denervation as a potential multi-billion-dollar opportunity over time.

MDT Neuroscience Adds Breadth Through New Platforms

In Neuroscience, Medtronic's Stealth AXiS secured the FDA clearance for spine, cranial and ear, nose and throat indications, plus CE Mark for spine and cranial indications, which expands the platform's contribution to AiBLE.

Hemorrhagic products advanced 11% with Neuroguard and Artisse adoption, while Altaviva is gaining traction with active implanters up threefold sequentially. Management expects Neuroscience to accelerate in fiscal 2027, supported by Stealth AXiS pull-through, Neuroguard, MMA, Altaviva and tuck-in additions including SPR Therapeutics and ViaVerte that expand chronic pain and basivertebral nerve ablation exposure.

Medtronic's Near-Term Variable: Diabetes Transition

The Diabetes business completed the MiniMed initial public offering during fiscal 2026, establishing MiniMed as a standalone, publicly traded company, while Medtronic continues to include Diabetes in fiscal 2027 guidance until separation.

MiniMed Flex was cleared ahead of schedule, and MiniMed Fit is on track for U.S. FDA submission by fall 2026.

MDT What Could Disrupt These Trends

Management expects approximately $250 million of tariff impact to cost of goods sold in fiscal 2027, plus an earnings-per-share drag from higher fuel and transportation costs tied to the geopolitical environment.Zacks Investment Research

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In addition, fiscal 2027 guidance assumes a neutral to $100 million revenue drag from foreign exchange. Competitive pressure is visible in uneven U.S. Structural Heart performance and pricing weakness in coronary products, with stents falling into the low double digits due to multi-region pricing declines.

Medtronic's Key Milestones Investors Should Watch

In ablation, investors should monitor sustained CAS share gains, continued progress in the U.S. ventricular tachycardia pivotal trial, and execution in the Sphere-360 U.S. pivotal study.Zacks Investment Research

Image Source: Zacks Investment Research

In robotics, the key markers are Hugo utilization and procedure volumes, plus progress on FDA filings and related tooling. In hypertension, Symplicity procedure momentum post-coverage clarity is the signal. In Neuroscience, look for pull-through from Stealth AXiS and continued gains from Neuroguard and Altaviva. Across all platforms, costs and pricing pressures must stay manageable for the growth narrative to translate into stronger investor appetite.

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Medtronic plc MDT enters fiscal 2027 with guidance calling for continued organic growth and modest adjusted earnings expansion. At roughly the mid-teens on forward earnings and with a 3.5% dividend yield, the setup can appeal to investors seeking steadier medical-device exposure.

The long-term stance is Neutral because progress in growth platforms is being weighed against near-term headwinds. Tariffs, fuel and transportation costs, mix drag, currency exposure and competition remain the main checks on upside.

MDT Setup: Guidance Points Up, but Risks Persist

For fiscal 2027, Medtronic guided for organic revenue growth of 6.75% to 7.25% and adjusted earnings per share of $5.90 to $6.00. The outlook includes a 53rd week and a full-year contribution from the Diabetes business while separation plans remain on track.

Consensus expectations call for fiscal 2027 revenue of $38.62 billion and earnings per share of $5.96. With guidance and consensus close, the decision hinges on whether execution can hold up as costs and mix pressure the model.Zacks Investment Research

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Medtronic Valuation vs Peers and Its Own History

MDT trades at 13.7 times forward 12-month earnings versus 15.5 times for the Zacks sub-industry, 19.9 times for the Zacks sector and 21.5 times for the S&P 500. The discount suggests investors want clearer margin traction before paying up.

Over the past five years, the stock has traded between 12.1 times and 22.9 times, with a median of 15.8 times. The $86 price target assumes 14.4 times forward earnings, implying only modest multiple support.Zacks Investment Research

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MDT What’s Working: CAS, CRM, and Procedure Demand

Procedure-driven demand has been resilient. Fourth-quarter fiscal 2026 revenue rose 9.9% year over year to $9.81 billion and topped expectations as volumes stayed firm.

Cardiac Ablation Solutions is the clearest growth driver, with sales up 78% worldwide and 124% in the United States, supported by Affera and Sphere-9 adoption. Cardiac Rhythm Management grew in the mid-single digits, supported by Micra, Aurora EV-ICD and OmniaSecure, keeping cardiovascular momentum constructive.

Medtronic What’s Not: Mix, Coronary, and U.S. Variability

Structural Heart has been uneven in the United States. The category was flat in the fourth quarter, and softer U.S. performance contributed to the variability in the outlook.

Coronary declined, and stents fell into the low double digits due to multi-region pricing declines. Medical Surgical also faces bariatric and advanced stapling weakness tied to the shift toward robotic surgery, which can pressure mix and leverage.

Story Continues

MDT Margin and Cost Headwinds to Underwrite

Fourth-quarter fiscal 2026 margins were mixed. Adjusted gross margin improved 30 basis points to 65.4%, but adjusted operating margin fell 230 basis points to 25.5% amid notable headwinds, including tariffs.

For fiscal 2027, management expects about $250 million of tariff impact to cost of goods sold, up $65 million year over year, plus roughly a one-point earnings drag from higher fuel and transportation costs. Gross margin is expected to decline about 20 basis points, including tariffs, making “can growth outpace cost drag” the key question.

Medtronic Balance Sheet and Shareholder Returns Matter

Medtronic ended fiscal 2026 with $9.2 billion in cash and investments. It issued $1.75 billion of long-term debt and repaid $2.93 billion, and generated $7.33 billion of operating cash flow and $5.43 billion of free cash flow.

The company returned $4.2 billion to shareholders in fiscal 2026 and raised the quarterly dividend to $0.72 for the first quarter of fiscal 2027, marking the 49th consecutive year of dividend increases. That capacity supports both tuck-in deals and ongoing returns.

MDT Short-Term Signal: What the Rank Implies

MDT carries a Zacks Rank #4 (Sell), with Style Scores of Value: C, Growth: D, Momentum: C and VGM: C. The signal points to weaker near-term sentiment and revision dynamics despite longer-cycle product catalysts.

Investors may see the platform story, but the short-term signal suggests the market wants proof that margins and weaker categories are improving before rewarding the stock.

Medtronic Decision Framework: Who MDT Fits Now

MDT may suit investors prioritizing income and steadier medical-device exposure with identifiable growth platforms, including Cardiac Ablation Solutions, Symplicity Spyral, Hugo robotic-assisted surgery and Neuroscience innovations such as Stealth AXiS and Neuroguard.

The tradeoff is that tariffs, currency sensitivity, competition, and mix and coronary pressures may limit near-term valuation upside. Investors weighing alternatives may also compare Abbott Laboratories ABT and Stryker Corporation SYK as different ways to gain procedure-driven exposure. For MDT, patience may be required until costs and mix stabilize.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

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Key Points

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Realty Income pays a monthly dividend, which is somewhat uncommon, and the company has increased the payout for more than 30 consecutive years. Raising dividends during recessions and the COVID-19 pandemic speaks to the company's resilient rental income streams. The stock currently yields 5.3%, and that dividend can do wonders over time when investors reinvest it for more shares.

2. McDonald's

Investors won't find a more iconic franchise business than McDonald's(NYSE: MCD). The world's largest restaurant chain has more than 45,000 locations in more than 100 countries, which generate steady revenue for the company through royalties and franchise fees each location pays. Consumers tend to associate the brand with value, so McDonald's tends to hold up better than most restaurants during recessions.

McDonald's continues to pay and increase its dividend to shareholders. Now with 49 consecutive annual dividend hikes, McDonald's is on the cusp of becoming a Dividend King, a company with at least five decades of uninterrupted dividend growth. Investors looking for a simple business that continues to churn out steady growth should take a close look here.

3. Clorox

Home products are one of the most underrated but consistent market segments. The Clorox Company(NYSE: CLX) is among a handful of companies that sell some of the most trusted consumer brands, including Clorox, Purell, Glad, Hidden Valley Ranch, Burt's Bees, Brita, and Kingsford. These are products people tend to buy and use regardless of the economy, and they tend to buy these brands because they know them.

Clorox's current dividend growth streak sits at 48 years, making it another soon-to-be Dividend King. Since the pandemic, Clorox has struggled with high costs and a cybersecurity breach. The stock price has tumbled, and the dividend yield is up to 5.2%. But Clorox still earns enough to cover its dividend, and the recent Gojo acquisition (Purell) should boost earnings growth.

4. Home Depot

Housing is one of the U.S. economy's prominent consumer markets, which has helped make Home Depot(NYSE: HD) one of the world's most successful retailers. People tend to invest in their homes, and that includes the maintenance and upkeep virtually every house needs. Home Depot stores blanket the United States, which has helped the company adapt to e-commerce by using its stores as a distribution network.

Home Depot returns much of its cash profits to shareholders through dividends and stock buybacks, a formula that has produced life-changing total investment returns over its lifetime. The stock is down right now due to a slow housing market and consumers struggling with rising living expenses. While housing may fluctuate, it's arguably an evergreen market. Investors should look into buying the stock on its current dip.

5. Medtronic

Healthcare is another forever market. People always need care, and there's an ongoing pursuit of newer and better ways to treat patients. Medtronic(NYSE: MDT) is one of the world's leading healthcare companies, with a broad range of medical products and equipment across cardiovascular, neuroscience, and general surgery applications. Medtronic's decades of success have made the stock a soon-to-be Dividend King, poised for its 50th consecutive annual dividend increase next year.

The company recently spun off its diabetes business segment as MiniMed to reignite growth and entered the robotics-assisted surgery market in the U.S. after its Hugo platform received FDA approval in December 2025. Shares offer a starting dividend yield of 3.5% and trade at less than 14 times 2026 earnings estimates. Analyst estimates of 6% to 7% annualized earnings growth over the coming years make Medtronic a bargain at this price.

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Justin Pope has positions in Clorox and McDonald's. The Motley Fool has positions in and recommends Home Depot, Medtronic, and Realty Income. The Motley Fool recommends the following options: long January 2028 $320 calls on McDonald's and short January 2028 $340 calls on McDonald's. The Motley Fool has a disclosure policy.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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Medtronic plc (NYSE:MDT) ist eines der besten Gesundheitswerte zum Kauf mit höchstem Potenzial. Am 21. Mai hat Goldman Sachs die Abdeckung von Medtronic plc (NYSE:MDT) wieder aufgenommen und eine Neutralbewertung mit einem Preisziel von $84 auf das Unternehmen gesetzt, was einen potenziellen Aufwärtspotenzial von 7,5% bietet. Die Firma erklärte in einer Forschungsnotiz, dass die Aktien bei aktuellen Kursen ein ausgeglichenes Risiko/Rewards-Verhältnis bieten, da sie um 10% unter den großen Kapitalisierungsmedizinischen Technologiepartnern von Medtronic handeln. Goldman Sachs fügte hinzu, dass es verbesserte Umsatz- und Gewinnwachstum sehen möchte, bevor es die Aktien empfiehlt. In einer separaten Entwicklung kündigte Medtronic plc (NYSE:MDT) am 20. Mai an, SPR Therapeutics, Inc. (SPR), ein privat gehaltenes medizinisches Technologieunternehmen mit Führungsposition in vorübergehenden, perkutanen peripheren Nervenstimulationsbehandlungen für die chronische Schmerzmanagement zu übernehmen. Die Geschäftsleitung erklärte, dass der Kaufpreis etwa 650 Millionen US-Dollar umfasst und von den üblichen Abschlussbedingungen und regulatorischen Genehmigungen abhängt.

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Medtronic (NYSE: MDT) ist eines der größten medizinischen Technologieunternehmen der Welt, aber es verbrachte Jahre auf dem Außenseitersitz bei der Robotergestützten Chirurgie. Das änderte sich im Dezember 2025, als die US-amerikanische Arzneimittelbehörde (FDA) ihr Hugo-Roboterchirurgie-System für urologische Eingriffe genehmigte.

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Die wichtigsten Gesundheitsnachrichten dieser Woche: UnitedHealth, Medtronic und Eli Lilly im Fokus. Die S&P 500-Healthcare-Index-Sektoren (XLV) stiegen um 2,46% während der Woche an. Top-Gewinner waren Humana (+14,62%), Medtronic (+10,65%) und The Cooper Companies (+10,01%).

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Die Earnings-Runde dieses Wochenende zeigte eine außergewöhnlich starke Leistung, mit allen 11 berichtenden Unternehmen, die Wall Streets EPS-Erwartungen übertrafen. Zehn der elf Firmen erreichten zudem ein Jahr-zu-Jahr-Wachstum am Bottom-Line.

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Die Zinssätze und Ölpreise haben zu einem breiten Risikominus geführt, wobei der Dow um 1% und 1,8 Milliarden US-Dollar an Kryptowährungsentwertungen abnahm. Bank of America hat UNH auf "Kaufen" mit einem Ziel von 450 $ hochgestuft, während Macquarie AVGO auf Neutral bei 437 $ gesenkt hat. Kuwait warnte vor einer Wiederaufnahme der Ölproduktion zwischen 10 und 12 Wochen nach dem Wiedereröffnen des Straßengürtels von Hormuz, was den Brent-Crude-Preis um 2% auf 98 $ erhöhte. Medtronic (NYSE: MDT) wurde von BTIG Research auf "Kaufen" mit einem Ziel von 90 $ hochgestuft, während Murphy Oil (NYSE: MUR) von KeyBanc auf "Überwachung" bei 48 $ gesenkt wurde.

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Medtronic PLC (NYSE: MDT) hat ein starkes Umsatzwachstum von 9,9% auf einer berichteten Basis und 6,6% organisch für Q4 verzeichnet. Der Cardiac Ablation Solutions (CAS)-Segment hat eine außergewöhnliche Wachstumsrate mit einem weltweiten Anstieg von 78% erreicht und gewann 8 Punkte an US-Marktanteil. Die Gesellschaft hat erheblichen Fortschritt in ihren Hochwachstumspfaden, einschließlich Symplicity Spyral für Hypertonie, die jetzt jährlich 100 Millionen Dollar erreicht. Medtronic PLC (NYSE: MDT) investiert stark in Innovation und M&A, mit gezielten Investitionen in ICE-Katheter-Technologie und andere Hochwachstumssparten. Die Gesellschaft hat den MiniMed-IPO erfolgreich abgeschlossen, wodurch sie als eigenständig öffentlich gehandelte Gesellschaft etabliert wurde, und berichtete über starke Wachstumsraten in ihrem Diabetes-Geschäft mit 15% berichtetem Wachstum.

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Die S&P-500-Index ist um -0,40%, der Dow Jones Industrial Average um -0,74% und der Nasdaq-100-Index um -0,08% gefallen. Die US-Iran-Konflikte haben zu einer Erhöhung des WTI-Crude-Oil-Preises um mehr als +1% geführt. Der Markt wird auch von Schwäche in Software-, Cybersecurity- und privaten Kreditaktien beeinflusst.