文章核心观点 - 美敦力股价在2024年上半年表现不佳,反映了整个医疗器械行业的悲观趋势,受到严重的利润率压力 [1] - 但联储即将降息的乐观预期为投资者带来了一些缓解 [1] - 美敦力股价最近突破了50日均线,显示可能出现短期看涨趋势 [2][3] 行业和公司总结 行业概况 - 全球通胀率预计将从2023年的6.8%下降到2024年的5.9%,这在一定程度上抑制了医疗技术巨头如美敦力的下滑 [7] - 联储预计将在9月份降息,有利于缓解通胀压力,帮助美敦力提高收入、降低成本,重回高增长轨道 [8][9] 公司表现 - 美敦力在心血管、外科手术和结构性心脏等领域持续推出新产品,并扩大全球市场份额,抵消了通胀和供应链中断的影响 [11][12][13] - 公司的流动性状况良好,可以满足近期债务义务 [13] - 公司的股息收益率超过行业和板块平均水平,且派息率较高 [14] - 公司当前估值较低,股价具有一定上涨空间 [16] 潜在风险 - 中美贸易摩擦可能影响公司在中国市场的业务表现 [17][18] - 未来股息增长率可能难以维持较高水平 [19] 总结 尽管美敦力面临一些短期挑战,但凭借良好的基本面和业务策略,加上有利的宏观环境,公司仍有望实现长期增长。现有股东可继续持有,新投资者可等待股价回调后再考虑入场。[20]

Medtronic (MDT) closed the most recent trading day at $80.32, moving -0.61% from the previous trading session. The stock's change was less than the S&P 500's daily gain of 1.08%. Elsewhere, the Dow gained 0.75%, while the tech-heavy Nasdaq added 2.64%.Coming into today, shares of the medical device company had gained 4.45% in the past month. In that same time, the Medical sector gained 0.71%, while the S&P 500 lost 0.44%.Analysts and investors alike will be keeping a close eye on the performance of Medtroni ...

•  New products double the number of Federated Hermes ETFs PITTSBURGH, July 31, 2024 /PRNewswire/ -- Federated Hermes, Inc. (NYSE: FHI), a global leader in investment management, today announced the launch of four actively managed ETFs that take a quantitative approach to stock selection. The new products offer investors another way to access the disciplined Federated Hermes MDT investment process, crafted and refined for more than 30 years and now available in an ETF structure.The new ETFs offer core and s ...

Across industries, companies will need to adopt AI for growth and survival. A PricewaterhouseCoopers indicates that by 2030, AI could contribute up to $15.7 trillion to the global economy. Of this, “$6.6 trillion is likely to come from increased productivity and $9.1 trillion is likely to come from consumption-side effects.” There is therefore no denying the big impact of AI across industries.One area that’s likely to witness robust growth is AI in healthcare. Be it early detection of diseases, minimally-in ...

文章核心观点 - Zacks Premium是一个研究服务,提供了多种帮助投资者更有信心投资的方式[1][2] - Zacks Style Scores是一个评分系统,根据价值、成长和动量三大投资方法对股票进行评分,帮助投资者选择更有潜力的股票[3][4] - Zacks Rank是一个股票评级模型,结合了盈利预测修正的力量,可以帮助投资者构建成功的投资组合[9][10] - Zacks Style Scores与Zacks Rank结合使用,可以帮助投资者选择最有潜力的股票[12][13] 根据目录分类总结 价值评分 - 价值投资者关注股票的内在价值和折价程度,价值评分通过分析市盈率、市盈率增长比等多个指标来识别价值型股票[5] 成长评分 - 成长投资者关注公司的未来前景和财务实力,成长评分分析公司的历史和预测的收益、销售、现金流等指标来评估其成长潜力[6] 动量评分 - 动量投资者利用股价或盈利预测的上升或下降趋势获利,动量评分通过分析股价和盈利预测变化来识别短期内有上涨潜力的股票[7] VGM综合评分 - VGM评分综合了价值、成长和动量三大评分,为同时关注这三大投资方法的投资者提供了一个综合指标[8] Zacks Rank与Style Scores结合使用 - Zacks Rank是一个成功的股票评级模型,但需要结合Style Scores来选择最有潜力的股票[12][13][14] - 持有Zacks Rank为1或2且Style Scores为A或B的股票,可以获得最大的上涨潜力[12] 个股分析示例 - 医疗器械公司Medtronic(MDT)是一只Zacks Rank为3(中性)、VGM评分为B的股票,具有较好的估值水平[15][16] - 近期有2家分析师上调了MDT 2025财年的盈利预测,盈利预测中值为每股5.44美元,过去4个季度平均超预期4.5%[17] - 凭借中性的Zacks Rank和优秀的价值及VGM评分,MDT值得投资者关注[17]

文章核心观点 - 医疗设备公司Medtronic(MDT)最近一个交易日的股价下跌0.23%,低于标普500指数1.08%的涨幅 [1] - 过去一个月Medtronic股价下跌2.65%,低于医疗行业0.31%的涨幅和标普500指数0.43%的涨幅 [2] - 分析师预计Medtronic将于2024年8月20日公布的财报中,每股收益为1.20美元,与上年同期持平,收入为79亿美元,同比增长2.54% [3] - 全年来看,分析师预计Medtronic的每股收益和收入分别增长4.62%和3.22% [4] - 分析师对Medtronic的预测有所修正,这反映了公司近期业务趋势的变化 [5] - Medtronic当前的市盈率为14.6倍,低于行业21.89倍的平均水平 [8] - Medtronic的PEG率为2.32,与行业平均水平一致 [9] - 医疗-产品行业目前在250多个行业中排名前31% [10][11]

文章核心观点 - 尽管Medtronic(MDT)股价近期表现不佳,但公司实际正在展现强劲的营收增长和盈利能力[2][4][5] - MDT作为一家医疗科技公司,在多个业务领域保持领先地位,并有多款新产品推动未来增长[3][6] - 尽管存在一些潜在风险,但MDT整体财务状况良好,股息支付稳定,估值相对较低,为投资者提供了良好的总回报机会[6][7] 公司概况 - MDT是一家医疗科技公司,在全球150个国家经营,涉及70多种健康状况[3] - 主要产品包括胰岛素泵、心脏设备、手术工具和机器人、患者监测系统等[3] - MDT是一家"股息贵族",已连续47年增加股息[3] 财务表现 - MDT在疫情后已经恢复了销售增长势头,最近一个季度有5.4%的有机收入增长,超出分析师预期[4][5] - 公司盈利能力强,EBITDA和净利润率分别达到28%和11%,在行业中处于领先地位[5] - 美国、欧洲和新兴市场(包括中国)都实现了中单位数的收入增长[6] - 公司预计本财年有4%-5%的有机收入增长,得益于多个关键业务部门的领先地位和新产品推出[6] 风险与估值 - 潜在风险包括GLP-1类药物的竞争影响,但管理层认为影响有限[6] - 公司财务状况良好,信用评级为A级,净债务/EBITDA比率低于3倍[6] - 目前股息收益率为3.6%,股息支付率为53%,过去5年复合增长率为6.3%[6] - 股价相对历史估值处于较低水平,分析师给出的目标价格较当前价格有较大上涨空间[6]

Medtronic (MDT) closed the most recent trading day at $78.10, moving +1.32% from the previous trading session. The stock's performance was ahead of the S&P 500's daily gain of 0.64%. On the other hand, the Dow registered a gain of 1.85%, and the technology-centric Nasdaq increased by 0.2%.The the stock of medical device company has fallen by 3.59% in the past month, lagging the Medical sector's gain of 0.71% and the S&P 500's gain of 3.82%.Market participants will be closely following the financial results ...

The short answer: More than many of its peers, at least in terms of yield.Medtronic (MDT -1.12%), a beast of a medical-device company, has caught the eye of more than a few income investors. It has enacted dividend raises at least once annually for a hard-to-beat 47 years straight and approaches high-yield dividend territory with a payout hovering just below 4%. As that distribution is a major part of the stock's popularity, it's worth looking at a key number behind it -- quite simply, how much will it amou ...

shapecharge/E+ via Getty Images Introduction Medtronic (NYSE:MDT) has been an underperformer over the last few years. However, with the recent pullback while earnings have continued to climb higher, I think shares of Medtronic are cheap at the current price. My bullish investment thesis is driven by my optimistic outlook on the EPS growth long-term, which is sustained by growth in medtech markets and a huge pipeline of products. I rate shares as a 'buy' with a view towards shareholder friendly capital alloc ...