Stock Pulse
Medtronic (MDT) faces increased competition from Dexcom's newly approved 15-day continuous glucose monitor [2], potentially impacting their diabetes management market share. While Q1 and full-year earnings projections show modest growth in EPS and revenue [1], [5], [9], the company's stock has underperformed the S&P 500 recently [1], [5]. A study showing Boston Scientific's pulsed field ablation device as non-inferior to Medtronic's cryoablation system adds to the competitive pressure [6]. Although highlighted as a strong dividend stock due to consistent dividend increases and a diversified portfolio [3], Medtronic faces headwinds from newly imposed tariffs, which could increase costs and impact profitability [7], [8]. Despite these challenges, no recent changes have been made to analyst EPS estimates [1].