瑞思迈

Citigroup

Citigroup maintains Buy rating for ResMed, raises PT to $345 from $330.

ResMed's 15min chart shows MACD Death Cross and Bollinger Bands Narrowing.

ResMed

ResMed Faces Disruption as a Sleep Apnea Dominant with a Strong Sell Warning

ResMed: RBC Capital Keeps Outperform, Raises PT to $314 from $311

ResMed: Piper Sandler raises PT to $275 from $270, maintains Neutral.

Catalyst<ul> <li>Small and Medium-sized fund flows show positive net inflow trends indicating potential short-term investor interest.</li> <li>The company maintains strong cash reserves relative to market value and shows favorable profitability metrics such as net profit margin and ROA.</li></ul>Risk<ul> <li>Technical indicators show that the market is in a volatile state with bearish signals dominating in the recent period.</li> <li>Large and Extra-large fund flows show negative net outflow trends suggesting lack of confidence from major investors.</li> <li>Analyst ratings are mixed with three out of four analysts assigning a Neutral rating rather than a strong Buy signal.</li></ul>

Key Factors

ResMed reported Q2 2026 revenue of $1.42 billion, exceeding the $1.41 billion consensus estimate, with 11% year-over-year growth and a 320-basis-point gross margin expansion to 61.8%. ResMed announced a $0.60 quarterly dividend, maintaining a forward yield of 0.93%, payable on March 19 to shareholders of record on February 12. ResMed’s shares rose 6.36% premarket after Q2 results, driven by strong revenue growth, margin expansion, and increased demand for CPAP devices and digital health solutions.

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