<p>随着年中临近，Medtronic（纽约证券交易所代码：MDT）的主要催化剂是，逆风对业绩的影响并没有预期的那么严重。成本上升、利润压缩以及与宏观经济逆风相关的一般不确定性在公司 6 月 3 日的财报中有所体现，但业绩本身强劲，预计将继续保持强劲。</p>
<p>对股价的影响将是上涨，因为市场严重超卖，反弹的时机成熟。唯一的问题是股价可能上涨到多高，迹象表明 25% 的上涨空间是轻而易举的。</p>
<p>Medtronic 的交易处于一个长期区间内，关键阻力位接近 95 美元。95 美元的水平比关键支撑位高出 25% 以上，而 MDT 股票在 6 月初的交易价格正处于该支撑位附近。虽然价格下跌仍然是一个可能性，但对 MDT 2026 财年第四季度财报的反应表明底部已经形成，反弹已经开始。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260603130551_chart-mdt-632026-002.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260603130551_chart-mdt-632026-002.png"/></p>
<h2>分析师和机构对 MDT 资本回报的信心</h2>
<p>分析师趋势还表明 25% 的股价上涨是一个轻松的目标。在发布前的趋势混合，许多价格目标有所下调，但数据显示他们只是修剪了目标，而不是进行大幅度的价格变动。最终结果是，尽管共识略有下降，但仍预测出强劲的 20% 上涨空间和创出新高的潜力。可能的结果是，第四季度的业绩将重新激发市场对公司现金流生成能力的信心，这对这个故事至关重要。</p>
<p>Medtronic 是一家知名的分红增长公司，正朝着成为分红之王的目标迈进。第四季度的业绩包括连续第 49 次分红增加，约占投资者的 1.4%，使其有望被纳入更多指数并增强机构持股，这是股价的一个催化剂。目前，收益率约为 3.5%，而股票处于交易区间的低端，仅为盈利预期的 50%。可能的结果是，Medtronic 在业务和分红方面都能持续增长，尽管增长速度可能永远不会强劲。</p>
<p>机构对分红和公司的内在价值表示信心，持有超过 80% 的股票。与指数相关的持股比例较高，但所有权基础广泛，且该群体正在积累。MarketBeat 的数据揭示了连续六个季度的看涨行为，包括截至目前的 2026 年第二季度。从这个角度来看，可能的结果是，随着机构利用价值与收益的组合，买入活动将继续积累。以今年盈利预期的 13 倍交易，该股票相较于标准普尔 500 指数便宜，提供近四倍于标准普尔 500 指数跟踪 ETF NYSEARCA: SPY 的收益率，并提供对物理人工智能和物联网的低贝塔暴露。</p>
<h2>Medtronic 的投资组合表现出色</h2>
<p>Medtronic 在本季度表现良好，收入增长 9.9%，超过 98 亿美元。收入比预期高出 200 个基点（bps），所有业务部门均表现强劲。心血管部门以 10.1% 的增长领先，心脏消融解决方案增长了 78%，而糖尿病护理增长了 8.1%，医疗外科增长了 5.1%，神经科学增长了 3%。</p>
<p>利润率消息喜忧参半，但市场对最坏情况的担忧显而易见，这在发布前的修正趋势中得到了体现。调整后的稀释每股收益下降了 4.3%，至 1.55 美元，但由于超出预期 65 个基点，且现金流和收益足以维持资产负债表的健康，整体影响得以抵消。</p>
<p>指引是另一个指向股价强劲上涨的因素。公司对 2027 财年的初步指引包括 7% 的有机收入增长和略快的收益增长。坏消息是这两个目标略低于共识预测，但市场再次担心更糟的情况。</p>
<p>今年的催化剂包括 MiniMed 的分拆。初步 IPO 已经完成，最后一步预计将在今年晚些时候完成。在此过程中，Medtronic 将允许现有股东将股票兑换为 MMED 股票，实际上是取消一项以换取另一项。最终结果将是分配剩余的 80% MMED，并减少 MDT 股票。此举还预计将推动更高的净利润，同时使更专注的公司能够有效执行其战略。</p>
<p>Medtronic 的风险保持不变。虽然传统的召回和竞争风险在行业中无处不在，但它还面临关税威胁和对网络安全日益增长的需求。人工智能改变了网络安全的游戏，引入了数据中毒等新挑战。不正确、不连贯和其他恶意数据对人工智能模型和影响健康结果的代理产生了毁灭性的影响。</p>
<h2>你现在应该投资 1000 美元在 Medtronic 吗？</h2>
<p>在你考虑投资 Medtronic 之前，你需要听听这个。</p>
<p>MarketBeat 跟踪华尔街顶级评级和表现最佳的研究分析师及其每天向客户推荐的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场意识到之前……而 Medtronic 并不在名单上。</p>
<p>虽然 Medtronic 目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得买入。</p>
<p>在这里查看这五只股票</p>

美敦力

MMED

<p>美敦力（MDT）在经历过度抛售后，正准备反弹，分析师预计将有 20-25% 的上涨空间。强劲的第四季度业绩显示收入增长 9.9%，超出预期，同时公司保持了 3.5% 的股息收益率，继续维持其 “股息之王” 的地位。机构信心依然强劲，即将进行的 MiniMed 分拆旨在提升利润率。尽管面临宏观经济逆风和网络安全风险，美敦力以 13 倍的市盈率和强劲的现金流支撑了乐观的前景</p>

<p>Medtronic's NYSE: MDT primary catalyst as mid-year approaches is that headwinds are not impairing results as much as feared. Rising costs, margin compression, and general uncertainty linked to macroeconomic headwinds were reflected in the company's June 3 earnings results, but the results were inherently strong and expected to remain so.</p>
<div class="lb-trans"><p>随着年中临近，Medtronic（纽约证券交易所代码：MDT）的主要催化剂是，逆风对业绩的影响并没有预期的那么严重。成本上升、利润压缩以及与宏观经济逆风相关的一般不确定性在公司 6 月 3 日的财报中有所体现，但业绩本身强劲，预计将继续保持强劲。</p>
</div><p>The impact on share prices will be a rise, as the market is deeply oversold and ripe for a rebound. The only question is how high the stock price might go, and the signs suggest a 25% upside is easy.</p>
<div class="lb-trans"><p>对股价的影响将是上涨，因为市场严重超卖，反弹的时机成熟。唯一的问题是股价可能上涨到多高，迹象表明 25% 的上涨空间是轻而易举的。</p>
</div><p>Medtronic is trading within a long-term range, with critical resistance near $95. The $95 level is more than 25% above the critical support level, at which MDT stock trades as of early June. While lower prices remain a possibility, the response to MDT’s fiscal Q4 2026 earnings report suggests a bottom is in place, and the rebound has begun.</p>
<div class="lb-trans"><p>Medtronic 的交易处于一个长期区间内，关键阻力位接近 95 美元。95 美元的水平比关键支撑位高出 25% 以上，而 MDT 股票在 6 月初的交易价格正处于该支撑位附近。虽然价格下跌仍然是一个可能性，但对 MDT 2026 财年第四季度财报的反应表明底部已经形成，反弹已经开始。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260603130551_chart-mdt-632026-002.png" alt="" original-src="https://www.marketbeat.com/logos/articles/med_20260603130551_chart-mdt-632026-002.png"/></p>
<h2>Analysts and Institutions Reflect Confidence in MDT Capital Return</h2>
<div class="lb-trans"><h2>分析师和机构对 MDT 资本回报的信心</h2>
</div><p>Analyst trends also indicate that a 25% stock price increase is an easy target. Trends leading into the release were mixed, with numerous price target reductions, but the data reveal they simply trimmed targets, rather than making drastic price changes. The net result is that while consensus fell incrementally, it still forecasts a robust 20% upside and the potential for fresh highs. The likely outcome is that the Q4 results will trigger renewed confidence in the company’s ability to generate cash flow, which is significant to this story.</p>
<div class="lb-trans"><p>分析师趋势还表明 25% 的股价上涨是一个轻松的目标。在发布前的趋势混合，许多价格目标有所下调，但数据显示他们只是修剪了目标，而不是进行大幅度的价格变动。最终结果是，尽管共识略有下降，但仍预测出强劲的 20% 上涨空间和创出新高的潜力。可能的结果是，第四季度的业绩将重新激发市场对公司现金流生成能力的信心，这对这个故事至关重要。</p>
</div><p>Medtronic is a known dividend grower on track to be crowned Dividend King. Q4 results included the 49th consecutive distribution increase, worth about 1.4% to investors, putting it on track for inclusion in more indexes and enhanced institutional ownership, a catalyst for share prices. As it stands, the yield is about 3.5%, with shares at the low end of the trading range and only 50% of the earnings outlook. The likely outcome is that Medtronic sustains growth over time, both in the business and in the dividend, although the pace may never be robust.</p>
<div class="lb-trans"><p>Medtronic 是一家知名的分红增长公司，正朝着成为分红之王的目标迈进。第四季度的业绩包括连续第 49 次分红增加，约占投资者的 1.4%，使其有望被纳入更多指数并增强机构持股，这是股价的一个催化剂。目前，收益率约为 3.5%，而股票处于交易区间的低端，仅为盈利预期的 50%。可能的结果是，Medtronic 在业务和分红方面都能持续增长，尽管增长速度可能永远不会强劲。</p>
</div><p>Institutions signal confidence in the dividend and the company’s intrinsic value, owning more than 80% of the stock. Index-related holdings are high, but the ownership base is broad, and the group is accumulating. MarketBeat data reveals six consecutive quarters of bullish behavior, including Q2 2026 so far. The likely outcome from this vector is that buying activity continues to accumulate as institutions take advantage of the value-to-yield combination. Trading at 13X this year’s earnings outlook, the stock is cheap compared to the S&amp;P 500, provides nearly four times the yield of the S&amp;P 500 Index Tracking ETF NYSEARCA: SPY, and provides low-beta exposure to physical AI and the Internet of Things.</p>
<div class="lb-trans"><p>机构对分红和公司的内在价值表示信心，持有超过 80% 的股票。与指数相关的持股比例较高，但所有权基础广泛，且该群体正在积累。MarketBeat 的数据揭示了连续六个季度的看涨行为，包括截至目前的 2026 年第二季度。从这个角度来看，可能的结果是，随着机构利用价值与收益的组合，买入活动将继续积累。以今年盈利预期的 13 倍交易，该股票相较于标准普尔 500 指数便宜，提供近四倍于标准普尔 500 指数跟踪 ETF NYSEARCA: SPY 的收益率，并提供对物理人工智能和物联网的低贝塔暴露。</p>
</div><h2>Medtronic’s Portfolio Stands Tall</h2>
<div class="lb-trans"><h2>Medtronic 的投资组合表现出色</h2>
</div><p>Medtronic had a good quarter with revenue rising by 9.9% to over $9.8 billion. The top line came in 200 basis points (bps) better than expected, underpinned by strength in all segments. Cardiovascular led with a 10.1% gain, driven by Cardiac Ablation Solutions' 78% increase, while diabetic care grew by 8.1%, medical-surgical by 5.1%, and neuroscience by 3%.</p>
<div class="lb-trans"><p>Medtronic 在本季度表现良好，收入增长 9.9%，超过 98 亿美元。收入比预期高出 200 个基点（bps），所有业务部门均表现强劲。心血管部门以 10.1% 的增长领先，心脏消融解决方案增长了 78%，而糖尿病护理增长了 8.1%，医疗外科增长了 5.1%，神经科学增长了 3%。</p>
</div><p>Margin news was mixed, but the market feared the worst, as evidenced by the downtrend in revisions leading into the release. Adjusted diluted earnings declined 4.3% to $1.55, offset by a 65-basis-point outperformance and sufficient cash flow and earnings to sustain balance sheet health.</p>
<div class="lb-trans"><p>利润率消息喜忧参半，但市场对最坏情况的担忧显而易见，这在发布前的修正趋势中得到了体现。调整后的稀释每股收益下降了 4.3%，至 1.55 美元，但由于超出预期 65 个基点，且现金流和收益足以维持资产负债表的健康，整体影响得以抵消。</p>
</div><p>Guidance is another factor pointing to a robust increase in stock price. The company’s initial guidance for fiscal 2027 includes 7% organic revenue growth and slightly faster earnings growth. The bad news is that both targets were slightly below the consensus forecast, but, again, the market was fearing worse.</p>
<div class="lb-trans"><p>指引是另一个指向股价强劲上涨的因素。公司对 2027 财年的初步指引包括 7% 的有机收入增长和略快的收益增长。坏消息是这两个目标略低于共识预测，但市场再次担心更糟的情况。</p>
</div><p>This year’s catalysts include the MiniMedNASDAQ: MMED spin-off. The initial IPO has been completed, with the final step expected later this year. In it, Medtronic will enable existing shareholders to exchange shares for MMED shares, effectively canceling one in favor of the other. The net result will be the distribution of the remaining 80% of MMED and a reduction in MDT shares. The move is also expected to drive higher net margins while enabling more focused companies to execute their strategies effectively.</p>
<div class="lb-trans"><p>今年的催化剂包括 MiniMed 的分拆。初步 IPO 已经完成，最后一步预计将在今年晚些时候完成。在此过程中，Medtronic 将允许现有股东将股票兑换为 MMED 股票，实际上是取消一项以换取另一项。最终结果将是分配剩余的 80% MMED，并减少 MDT 股票。此举还预计将推动更高的净利润，同时使更专注的公司能够有效执行其战略。</p>
</div><p>Medtronic’s risks remain unchanged. While traditional recall and competition risk are omnipresent for the industry, it also faces tariff threats and a rising need for cybersecurity. AI changed the game in cybersecurity, introducing new challenges such as data poisoning. Incorrect, incoherent, and otherwise malicious data has a devastating impact on AI models and agentic-influenced health outcomes.</p>
<div class="lb-trans"><p>Medtronic 的风险保持不变。虽然传统的召回和竞争风险在行业中无处不在，但它还面临关税威胁和对网络安全日益增长的需求。人工智能改变了网络安全的游戏，引入了数据中毒等新挑战。不正确、不连贯和其他恶意数据对人工智能模型和影响健康结果的代理产生了毁灭性的影响。</p>
</div><h2>Should You Invest $1,000 in Medtronic Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 Medtronic 吗？</h2>
</div><p>Before you consider Medtronic, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考虑投资 Medtronic 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Medtronic wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 跟踪华尔街顶级评级和表现最佳的研究分析师及其每天向客户推荐的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场意识到之前……而 Medtronic 并不在名单上。</p>
</div><p>While Medtronic currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Medtronic 目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得买入。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

美敦力已触底，预计将迎来健康反弹