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.
🇺🇸United States48EARLYView United States risk detail →🏥Healthcare35NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| CI | The Cigna Group | 38 | +9% | ↓3% | NEUTRAL |
| HCA | HCA Healthcare Inc. | 38 | +9% | ↓3% | EARLY |
| TMO | Thermo Fisher Scientific Inc. | 38 | +11% | ↓3% | EARLY |
| ELV | Elevance Health Inc. | 38 | +7% | ↓3% | NEUTRAL |
| UNH | UnitedHealth Group Inc. | 37 | +16% | ↓3% | AVOID |
| CVS | CVS Health Corporation | 34 | +15% | ↓3% | AVOID |
| SYK | Stryker Corporation | 32 | +15% | ↓3% | 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 · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Kevin HernOK | R | Buy | $15k–$50k | Mar 20, 26 | -14.8% |
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 18, 25 | -24.8% |
| Thomas H Tuberville | Sell | $15k–$50k | Aug 26, 24 | -13.3% | |
| John JamesMI | R | Buy | $1k–$15k | Sep 4, 24 | -13.2% |
| John JamesMI | R | Buy | $1k–$15k | Nov 10, 23 | -11.9% |
| John JamesMI | R | Buy | $1k–$15k | Jun 18, 24 | -11.9% |
| John JamesMI | R | Sell | $1k–$15k | Jun 3, 24 | -11.9% |
| Jared MoskowitzFL | D | Buy | Unknown amount | Aug 21, 24 | -10.9% |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Dec 28, 23 | -10.9% |
| Kathy ManningNC | Sell | $1k–$15k | Jul 2, 24 | -7.8% | |
| Earl BlumenauerOR | Buy | $1k–$15k | Jul 9, 24 | -3.4% |