MDT Medtronic plc

BULLISH Impact: 1/10 ANALYST-UPGRADE
Processed 14d 13h ago SEC analyst-MDT-needham-20260209
9 firms acted on MDT: Needham, William Blair, Goldman Sachs, Wolfe Research, Leerink Partners, Citigroup, RBC Capital, UBS, Stifel
Final — all horizons settled through T+60d ⚠ clustered
MDT ▼ -23.80% at T+60d
LONG call ✗ call lost -23.80% · α vs SPY -29.50% · entry $101.62 → $77.44
Last close $80.20 (close Jun 12) · -21.08% from $101.62 entry
Entry anchored
Feb 6, 03:59 PM ET
via Databento tick
T+1d
-0.25%
call -0.25% · α +0.07%
$101.37
settled 4mo ago
T+5d
-5.28%
call -5.28% · α -3.65%
$96.25
settled 4mo ago
T+20d
-11.56%
call -11.56% · α -9.10%
$89.87
settled 3mo ago
T+60d
-23.80%
call -23.80% · α -29.50%
$77.44
settled 6w ago

Price Chart

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Executive Summary

9 firms acted on MDT: Needham, William Blair, Goldman Sachs, Wolfe Research, Leerink Partners, Citigroup, RBC Capital, UBS, Stifel

Impact Score

Base Score
1/7
LLM Adjustment
+0
Final Score
1/10

Consensus & Targets

Buy / Strong Buy
23 (62%)
Hold
13
Sell / Strong Sell
1
Total Analysts
25
Mean PT
$106.56
Median PT
$110.00
High PT
$121.00
Low PT
$84.00
Current Price
$73.81
Implied Upside
+44.4%

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-04-22 UBS maintain Neutral $90.00
2026-04-15 Truist Securities maintain Hold $95.00
2026-04-13 Mizuho maintain Outperform $120.00
2026-04-09 Evercore ISI Group maintain Outperform $106.00
2026-04-07 Citigroup maintain Buy $110.00
2026-04-06 Evercore ISI Group maintain Outperform $108.00
2026-04-06 Argus Research maintain Buy $115.00
2026-04-01 Barclays maintain Overweight $120.00
2026-04-01 Piper Sandler maintain Neutral $91.00
2026-03-26 Needham reiterate Buy $120.00

Firm Track Record — Needham

Needham accuracy: 50% on 4129 calls | avg return: 4.3%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 14 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
Mizuho 100% 2/2 11.1% top tier
Bernstein 100% 2/2 6.4% top tier
Needham 75% 9/12 4.1% top tier
Baird 71% 5/7 4.8% top tier
Citigroup 67% 4/6 3.5% top tier
UBS 67% 4/6 4.1% top tier
Wells Fargo 60% 3/5 3.3% above average
Truist Securities 60% 6/10 4.8% above average
RBC Capital 56% 5/9 3% above average
Goldman Sachs 50% 1/2 4.4% below average

Earnings Estimates

Next earnings: Jun 3, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
+1q $1.39 $1.31 — $1.53 $9.4B ↑1 ↓0
0y $5.53 $5.50 — $5.64 $36.1B ↑1 ↓0
0q $1.55 $1.52 — $1.66 $9.6B ↑0 ↓0
+1y $6.06 $5.94 — $6.25 $38.2B ↑0 ↓0

Cross-Platform Signals

Congressional
Kevin Hern (republican) — sell $15,001 - $50,000

Documents Analyzed

Report based on filing metadata.

6 reports for MDT
Performance horizon
25% Hit rate 1 of 4 directional calls best @ T+1▲ +4.97%Jun 3, 2026
Filters
Rows
Reports for MDT — sortable, filterable
Type Now
Jun 4, 2026
10d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$81.91 $81.40▼ −0.62%▲ +1.98%$80.20 (−2.09%)
Jun 3, 2026
11d ago
8-K
BULLISH ★ 6/10
$78.03 $81.91▲ +4.97%▲ +4.57%$80.20 (+2.78%)
May 31, 2026
14d ago
ANALYST-UPGRADE
BULLISH ★ 1/10
$101.62 $101.37▼ −0.25%▲ +0.07%$80.20 (−21.08%)
May 19, 2026
27d ago
Court Ruling
BULLISH ★ 5/10
$78.54 $78.13▼ −0.52%▼ −1.56%$80.20 (+2.12%)
May 1, 2026
6w ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$101.62 $101.37▼ −0.25%▲ +0.07%$80.20 (−21.08%)
Apr 6, 2026
10w ago
Court Ruling
MIXED ★ 6/10
$86.25 $86.42▲ +0.20%▲ +0.13%$80.20 (−7.01%)
Showing 6 of 6

US Market Status

Market Closed — Opens in 3h 56m

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