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NASDAQ · STOCK

Medtronic plc

MDT Healthcare Unknown Updated August 01, 2026
$85.39
52W $73.31 – $106.33
60/100
$109.30B
22.8
0.58
AI Committee Verdict
Buy
Conviction: Contested · 50% agreement · 6 analysts
+7.1%
-0.4%
18.31:1
Contested

Is MDT Bullish or Bearish?

Bullish. Innellis AI committee rates Medtronic plc (MDT) Buy with a composite score of 60/100 , based on 6 analysts with 50% agreement. Last updated August 01, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +15.08 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -4.92 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.

Bull & Bear Case

Bull Case
  • Dividend yield of 3.4% pays you to wait — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.27 across 53 articles, 14d) — News
Bear Case
Insufficient data for bear case.
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 01, 2026
Overall Committee Score
60/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 19%
of 93 Healthcare peers
Value Analyst neutral
58 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 3.4% pays you to wait
Growth Analyst bullish
62 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 53 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2535.03)
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Investment Thesis Evolution

Committee score moved marginally from 57.8 to 59.9.

Analyst-level changes:
  • Macro Analyst: stance neutral->bullish; score 58->70 (+12).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).

Comparing 2026-07-31 to 2026-08-01 (1 day apart).

Technical Analysis

RSI (14)
58.5
Neutral
MACD Histogram
0.300
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$85.06
Resistance
$91.49
Bollinger %B
0.76
Inside Bands
Price vs Moving Averages
EMA 9
$84.81 Above
EMA 21
$83.43 Above
EMA 50
$82.36 Above
EMA 200
$86.72 Below

Fundamental Analysis

Valuation
53
Growth
64
Profitability
0
Financial Health
98
Cash Flow
37
Valuation
P/E Ratio 22.8×
P/B Ratio 2.21×
PEG Ratio 6.89
Dividend Yield 0.03%
52W High $106.33
52W Low $73.31
Quality & Growth
ROE 9.7%
ROA 5.2%
Gross Margin 65.0%
Operating Margin 17.8%
Revenue Growth YoY
Debt / Equity 0.57
AI Fundamental Assessment
P/E ratio of 22.8 (inexpensive relative to a 15-40x range); Price-to-book of 2.2x; PEG ratio of 6.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.1%; Net margin of 0.1%; Gross margin of 0.7%; Current ratio of 2.13 (healthy short-term liquidity); Debt-to-equity of 0.57; Free cash flow margin of 0.7% (thin cash generation); Free cash flow per share is positive (4.23); Most recent quarter missed estimates by 0.4%; EPS growth accelerating (+0.0% -> +14.0% QoQ); Analyst estimates rising over recent quarters
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Explore MDT Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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