Medtronic's broad medical device portfolio is stable but lacks differentiated growth drivers among large-cap medtech peers. Diabetes franchise pressured by Abbott/Dexcom CGM competition. Pulsed Field Ablation (PFA) launch in EP is competitive against Boston Scientific Farapulse. Renal denervation (Symplicity) finally launched but slow adoption. Cardiovascular and neuro spine stable. Multi-year transformation under Geoff Martha needed to close growth gap.
Thesis reviewed May 29, 2026
Medtronic plc is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States59NEUTRALView United States risk detail βπ₯Healthcare28NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| TEVA | Teva Pharmaceutical Industries Ltd. | 32 | +9% | β3% | NEUTRAL |
| SYK | Stryker Corporation | 32 | +15% | β3% | EARLY |
| DHR | Danaher Corporation | 32 | +11% | β3% | EARLY |
| CVS | CVS Health Corporation | 32 | +15% | β3% | AVOID |
| ELV | Elevance Health Inc. | 32 | +7% | β3% | NEUTRAL |
| UNH | UnitedHealth Group Inc. | 32 | +16% | β3% | AVOID |
| TMO | Thermo Fisher Scientific Inc. | 32 | +11% | β3% | EARLY |
Investors who hold MDT may also have indirect exposure through these country funds.
Medtronic Affera PFA launch trails Boston Scientific Farapulse
Diabetes franchise growth lags peer CGM adoption
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| Gilbert CisnerosCA | Sell | $1kβ$15k | May 15, 26 | ||
| Kevin HernOK | R | Buy | $15kβ$50k | Mar 20, 26 | -14.8% |
| Julie JohnsonTX | D | Buy | $1kβ$15k | Dec 18, 25 | -24.8% |
| Thomas H Tuberville | Sell | $15kβ$50k | Aug 26, 24 | -13.3% | |
| John JamesMI | R | Buy | $1kβ$15k | Sep 4, 24 | -13.2% |
| John JamesMI | R | Sell | $1kβ$15k | Jun 3, 24 | -11.9% |
| John JamesMI | R | Buy | $1kβ$15k | Jun 18, 24 | -11.9% |
| John JamesMI | R | Buy | $1kβ$15k | Nov 10, 23 | -11.9% |
| Jared MoskowitzFL | D | Buy | Unknown amount | Aug 21, 24 | -10.9% |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Dec 28, 23 | -10.9% |
| Kathy ManningNC | Sell | $1kβ$15k | Jul 2, 24 | -7.8% | |
| Earl BlumenauerOR | Buy | $1kβ$15k | Jul 9, 24 | -3.4% |