- Solid Q1 and Guidance Underlines Why Danaher Corporation (DHR) is one of Steve Cohen’s Large-Cap Stock Picks
May 17, 2026
Danaher Corporation (NYSE:DHR) is one of billionaire Steve Cohen’s large-cap stock picks with the highest upside potential. On May 11, Masimo Corporation reported first‑quarter earnings, likely one of its last standalone results before being acquired by Danaher Corporation (NYSE:DHR) in a $9.9 billion cash deal at $180 per share. Analysts expected $1.43 EPS on $398.65 million revenue, marking a turnaround from the prior quarter’s loss. While revenue dipped slightly due to seasonality, profitability was seen as a key signal of operational stability during the merger review period.Solid Q1 and Guidance Underlines Why Danaher Corporation (DHR) is one of Steve Cohen’s Large-Cap Stock Picks
For investors, the focus is squarely on Danaher. The acquisition, approved by Masimo shareholders on May 1, is set to close in the second half of 2026 pending regulatory clearance. Danaher values Masimo’s technologies highly, seeing strong strategic benefits in merging its pulse oximetry and patient monitoring solutions with Danaher’s diagnostics portfolio.
A clean quarter strengthens confidence that Masimo will integrate smoothly into Danaher’s Diagnostics segment, while any operational missteps could raise concerns about execution risk. Ultimately, the deal highlights Danaher’s push to expand its healthcare technology footprint with high‑margin, innovative monitoring solutions.
On April 21, Danaher Corp delivered solid first-quarter 2026 results and issued guidance that signals continued growth momentum in the year.
Revenue in the quarter was up 3.5% year over year to $6 billion, as net earnings came in at $1 billion, or $1.45 per diluted share. Adjusted earnings per diluted share grew 9.5% to $2.06. The better-than-expected results came as the team executed well at the back of a steady recovery in Bioprocessing and better-than-expected performance in Life Sciences.
For the second quarter, Danaher Corp. management expects non-GAAP core revenue growth in the low single digits, with full-year growth between 3% and 6%. The company has also increased its adjusted diluted earnings per common share guidance to $8.35 to $8.55, up from its previous guidance of $8.35 to $8.50.
The company is also looking to acquire Masimo Corporation to further strengthen its prospects in mission-critical pulse oximetry and patient monitoring solutions in acute care settings.
Danaher Corporation (NYSE:DHR) is a global science and technology innovator that designs, manufactures, and markets products in life sciences, diagnostics, and environmental & applied solutions. They serve industries such as biotechnology, healthcare, and water quality with tools including analytical instruments, consumables, reagents, and diagnostic software.
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While we acknowledge the potential of DHR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 10 Best AI Stocks to Buy for 2026 According to Billionaire David Tepper and 9 Best Green Energy Penny Stocks to Invest In.
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- Danaher Masimo Deal Shifts Growth Outlook And Investor Focus
May 17, 2026
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Danaher plans to complete its acquisition of Masimo (NasdaqGS:MASI) in the second half of the year. The deal is expected to affect Danaher's overall growth profile, with Masimo's bioprocessing exposure viewed as an important factor. The transaction represents a significant step for both companies, with implications for market positioning and operations once it is closed.
Masimo is best known for its medical technology and patient monitoring products, and the company also has relevance in bioprocessing, an area that large healthcare and life sciences groups have been focusing on. For investors, the planned deal raises questions about how Masimo's portfolio might fit within a larger group structure and what that could mean for product development, capital allocation, and competitive positioning over time.
As the acquisition progresses toward an expected completion in the second half of the year, investors in Masimo and Danaher are likely to pay close attention to integration plans, regulatory milestones, and any updates on how the combined business might be organized. These details can affect how you think about operational risk, potential synergies, and the role Masimo could play within Danaher's broader growth strategy.
Stay updated on the most important news stories for Masimo by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Masimo.NasdaqGS:MASI Earnings & Revenue Growth as at May 2026
We've flagged 1 risk for Masimo. See which could impact your investment.
For Masimo shareholders, the pending acquisition by Danaher turns a recently improving financial story into a transaction-focused one. Masimo reported first quarter sales of US$403.6 million and net income of US$57.1 million, compared to a net loss a year earlier. Those results, together with earnings per share from continuing operations of just over US$1, show that the core monitoring and diagnostics business is currently profitable as it heads into the deal. Once inside Danaher, Masimo is expected to sit within a much larger diagnostics and bioprocessing platform that also competes with groups like Thermo Fisher Scientific and Abbott. That could affect how capital is allocated to Masimo products, how aggressively at-home monitoring and telehealth opportunities are pursued, and how the company prioritizes hospital contracts versus newer revenue streams. For current investors, the key question is less about Masimo as a stand-alone stock and more about deal terms, closing risk, and what happens to Masimo’s business model and execution priorities once it is part of a broader portfolio.
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How This Fits Into The Masimo Narrative
The acquisition could support the narrative around specialty sales and operational execution by placing Masimo within an established diagnostics group that already has global commercial infrastructure. It may challenge assumptions about Masimo pursuing its own telemonitoring and wearable growth path, because product roadmaps and investment pacing will likely need to align with Danaher’s broader priorities. The narrative around tariff exposure, capital equipment versus leasing models, and customer concentration may not fully reflect how these risks could change under Danaher’s balance sheet, procurement scale, and contract structures.
Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for Masimo to help decide what it's worth to you.
The Risks and Rewards Investors Should Consider
⚠️ Deal completion risk, including regulatory approvals and the outcome of the Masimo shareholder vote, could affect whether and when the US$180 per share cash consideration is realized. ⚠️ Integration risk once inside Danaher, such as potential changes to R&D priorities, salesforce focus, or pricing strategy, could alter Masimo’s competitive position against players like Medtronic and Philips. 🎁 A profitable first quarter, with net income of US$57.1 million and positive earnings per share, indicates that Masimo enters the transaction with a functioning and income-generating core business. 🎁 Being part of a group where bioprocessing already accounts for more than 25% of revenue may give Masimo broader cross-selling opportunities and access to larger hospital and life sciences accounts.
What To Watch Going Forward
From here, keep an eye on three things. First, any updates on timing and conditions for closing the acquisition, including regulatory clearances and the outcome of the special shareholder meeting. Second, further quarterly results from Masimo before the deal closes, which can show how the patient monitoring and at-home initiatives are tracking while the company is still independent. Third, commentary from Danaher on how Masimo will be positioned inside the diagnostics segment, including any guidance on investment levels in telemonitoring, wearable sensors, and hospital monitoring platforms. Together, these signals will help you judge whether the eventual combined business is likely to treat Masimo as a high-priority growth platform or as a more mature cash-generating unit.
To ensure you're always in the loop on how the latest news impacts the investment narrative for Masimo, head to the community page for Masimo to never miss an update on the top community narratives.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include MASI.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Danaher Set for Growth Reacceleration Amid Strong Bioprocessing Trends, RBC Says
May 15, 2026
Danaher (DHR) is poised for growth reacceleration amid strong bioprocessing demand trends in the bro
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- Biofrontera Inc. (BFRI) Reports Q1 Loss, Beats Revenue Estimates
May 14, 2026
Biofrontera Inc. (BFRI) came out with a quarterly loss of $0.41 per share versus the Zacks Consensus Estimate of a loss of $0.18. This compares to a loss of $0.47 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -127.78%. A quarter ago, it was expected that this company would post earnings of $0.29 per share when it actually produced earnings of $0.5, delivering a surprise of +72.41%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Biofrontera Inc., which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $10.08 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 6.15%. This compares to year-ago revenues of $8.59 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Biofrontera Inc. shares have added about 68.4% since the beginning of the year versus the S&P 500's gain of 8.8%.
What's Next for Biofrontera Inc.?
While Biofrontera Inc. has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Biofrontera Inc. was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.05 on $11 million in revenues for the coming quarter and -$0.01 on $47.22 million in revenues for the current fiscal year.
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Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Biomedical and Genetics is currently in the bottom 41% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the broader Zacks Medical sector, Masimo (MASI), is yet to report results for the quarter ended March 2026.
This medical technology company is expected to post quarterly earnings of $1.41 per share in its upcoming report, which represents a year-over-year change of +3.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Masimo's revenues are expected to be $396.74 million, up 6.7% from the year-ago quarter.
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- DarioHealth Corp. (DRIO) Reports Q1 Loss, Beats Revenue Estimates
May 13, 2026
DarioHealth Corp. (DRIO) came out with a quarterly loss of $0.81 per share versus the Zacks Consensus Estimate of a loss of $0.71. This compares to a loss of $1.2 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -14.09%. A quarter ago, it was expected that this company would post a loss of $1.57 per share when it actually produced a loss of $0.8, delivering a surprise of +49.04%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
DarioHealth, which belongs to the Zacks Medical - Instruments industry, posted revenues of $5.58 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.25%. This compares to year-ago revenues of $6.75 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
DarioHealth shares have lost about 23.7% since the beginning of the year versus the S&P 500's gain of 8.1%.
What's Next for DarioHealth?
While DarioHealth has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for DarioHealth was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.64 on $6.26 million in revenues for the coming quarter and -$2.38 on $26.55 million in revenues for the current fiscal year.
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Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Instruments is currently in the bottom 41% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Masimo (MASI), has yet to report results for the quarter ended March 2026.
This medical technology company is expected to post quarterly earnings of $1.41 per share in its upcoming report, which represents a year-over-year change of +3.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Masimo's revenues are expected to be $396.74 million, up 6.7% from the year-ago quarter.
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- Masimo Corporation (MASI) Rose Following the Acquisition Announcement
May 7, 2026
Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Discovery Fund”. A copy of the letter can be downloaded here. It was a difficult quarter for Baron Discovery Fund, both on an absolute and relative basis. The Fund declined 10.65% (Institutional Shares) in the quarter, compared to the Russell 2000 Growth Index’s return of -2.81%. The underperformance of 7.88% was primarily attributed to sectors such as Information Technology, Consumer Discretionary, Health Care, and Industrials, along with a lack of exposure to Energy. The Fund sees the current SaaS-pocalypse as an opportunity to invest in compelling prospects among software companies that possess robust and sustainable competitive advantages. In addition, please check the Fund’s top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Baron Discovery Fund highlighted Masimo Corporation (NASDAQ:MASI). Masimo Corporation (NASDAQ:MASI) is a medical technology company that focuses on the development and marketing of various patient monitoring technologies and automation and connectivity solutions. On May 6, 2026, Masimo Corporation (NASDAQ:MASI) closed at $178.49 per share. One-month return of Masimo Corporation (NASDAQ:MASI) was 0.09%, and its shares gained 16.22% over the past 52 weeks. Masimo Corporation (NASDAQ:MASI) has a market capitalization of $9.35 billion.
Baron Discovery Fund stated the following regarding Masimo Corporation (NASDAQ:MASI) in its Q1 2026 investor letter:
"Masimo Corporation (NASDAQ:MASI) is a medical device company that manufactures and sells a variety of non-invasive patient monitoring technologies, including its well-known pulse oximeters used to measure blood oxygen levels. Shares outperformed for the quarter after Danaher Corporation announced that it would acquire Masimo at a 38% premium. This was a special situation driven by an activist investor that worked out very well for the Fund."
Masimo Corporation (NASDAQ:MASI) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 40 hedge fund portfolios held Masimo Corporation (NASDAQ:MASI) at the end of the fourth quarter, up from 31 in the previous quarter. While we acknowledge the potential of Masimo Corporation (NASDAQ:MASI) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
Story Continues
In another article, we covered Masimo Corporation (NASDAQ:MASI) and shared the list of stocks outperforming with monstrous gains. In addition, please check out our hedge fund investor letters Q1 2026 page for more investor letters from hedge funds and other leading investors.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.
Disclosure: None. This article is originally published at Insider Monkey.
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- Stock Index Futures Climb as U.S.-Iran Ceasefire Holds, JOLTs Report and Earnings in Focus
May 5, 2026
June S&P 500 E-Mini futures (ESM26) are up +0.28%, andJune Nasdaq 100 E-Mini futures (NQM26) are up +0.47% this morning, supported by lower oil prices as the ceasefire in the Middle East appeared to be holding.
The U.S.-Iran ceasefire has been tested after Tehran opened fire on American warships on Monday amid a U.S. initiative to restore shipping in the Strait of Hormuz. After Iran launched cruise missiles and other projectiles at U.S. warships and commercial vessels, U.S. Central Command said it deployed Apache helicopters to sink the Iranian speedboats that were disrupting traffic in the strait. President Trump said that Defense Secretary Pete Hegseth would host a press conference on Tuesday. Meanwhile, CBS reported that U.S. destroyers USS Truxtun and USS Mason passed through the strait.
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The price of WTI crude fell over -2% on Tuesday, paring some of Monday’s surge as relative calm returned to the Persian Gulf. Market participants also took comfort in the ongoing diplomatic efforts to resolve the U.S.-Iran impasse, with Iranian Foreign Minister Abbas Araghchi saying that negotiations with the Americans were “making progress.”
Investors are now awaiting a fresh batch of corporate earnings reports, comments from Federal Reserve officials, and a raft of U.S. economic data, with particular attention on job openings figures.
In yesterday’s trading session, Wall Street’s main stock indexes ended in the red. United Parcel Service (UPS) sank over -10% to lead losers in the S&P 500 and FedEx (FDX) slid more than -9% after Amazon unveiled a rival business called Amazon Supply Chain Services. Also, most chip stocks retreated, with Advanced Micro Devices (AMD) falling over -5% and Qualcomm (QCOM) dropping more than -4%. In addition, Norwegian Cruise Line Holdings (NCLH) plunged over -8% after the cruise line operator cut its full-year adjusted EPS guidance, citing “headwinds related to disruptions in the Middle East.” On the bullish side, shares of flash memory suppliers rallied, with Micron Technology (MU) climbing more than +6% to lead gainers in the Nasdaq 100, and SanDisk (SNDK) rising over +5%.
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“Judging by last week, the market’s recipe for near-term upside will be sidestepping negative surprises out of the Middle East to allow what has been a stronger-than-average earnings season to continue to dominate sentiment,” said Chris Larkin at E*Trade from Morgan Stanley.
Economic data released on Monday showed that U.S. factory orders rose +1.5% m/m in March, stronger than expectations of +0.5% m/m and the largest increase in four months.
New York Fed President John Williams said on Monday that the U.S. central bank’s current policy stance strikes a balance between risks to price stability and full employment amid “notable” supply-chain disruptions stemming from the Middle East conflict. “The elevated levels of inflation, mixed signals from the labor market, and heightened uncertainty from the Middle East conflict present an unusual set of circumstances, but the current stance of monetary policy is well-positioned to balance the risks,” Williams said.
Meanwhile, U.S. rate futures have priced in a 95.8% probability of no rate change and a 4.2% chance of a 25 basis point rate cut at the next central bank meeting in June.
First-quarter corporate earnings season rolls on, with investors anticipating fresh reports from major companies today, including Advanced Micro Devices (AMD), Arista Networks (ANET), Shopify (SHOP), and Pfizer (PFE). All eyes will be on Advanced Micro Devices’ forecast, which will provide fresh clues on whether the AI spending spree is sustainable. According to Bloomberg Intelligence, companies in the S&P 500 are expected to post an average +12% increase in quarterly earnings for Q1 compared to the previous year, marking the sixth consecutive quarter of double-digit growth.
On the economic data front, investors will focus on U.S. JOLTs Job Openings figures, set to be released in a couple of hours. Economists, on average, forecast that March JOLTs Job Openings will arrive at 6.860 million, compared to the February figure of 6.882 million.
The U.S. ISM Non-Manufacturing PMI and S&P Global Services PMI will also be closely monitored today. Economists expect the April ISM services index to be 53.7 and the S&P Global services PMI to be 51.3, compared to the previous values of 54.0 and 49.8, respectively.
U.S. New Home Sales data for March will be reported today. Notably, the release will also incorporate the February figures. Economists expect March’s new home sales to be 652K.
U.S. Trade Balance data will be released today as well. Economists forecast that the trade deficit will widen to -$61 billion in March from -$57.3 billion in February.
In addition, market participants will be looking toward speeches from Fed Vice Chair for Supervision Michelle Bowman and Fed Governor Michael Barr.
In the bond market, the yield on the benchmark 10-year U.S. Treasury note is at 4.43%, down -0.32%.
The Euro Stoxx 50 Index is up +1.24% this morning, rebounding from yesterday’s sell-off as oil prices eased, with the ceasefire in the Middle East appearing to hold. Sentiment was also buoyed by a string of upbeat corporate earnings reports. Technology stocks led the gains on Tuesday. Food and beverage stocks also climbed, led by a more than +6% gain in Anheuser-Busch InBev (ABI.B.DX) after the Belgian beer maker reported better-than-expected quarterly results. In addition, automobile stocks advanced. Government data released on Tuesday showed that Switzerland’s annual inflation rate doubled in April, climbing to its highest level in nearly 1-1/2 years as the Middle East conflict drove up imported energy costs. Petroleum product prices in Switzerland rose 17% on the year, with inflation also lifted by higher air transport fares and international package holidays, according to the Federal Statistical Office. Meanwhile, Eurozone government bond yields fell on Tuesday as a pullback in oil prices calmed fears of an inflation shock that could force central bankers to hike interest rates. In other corporate news, Intertek (ITRK.LN) surged over +7% after Swedish buyout firm EQT said it had submitted an improved takeover offer for the company, valuing it at 8.93 billion pounds ($12.08 billion). Also, Hugo Boss (BOSS.D.DX) rose more than +5% after the German fashion group posted stronger-than-expected quarterly operating profit. At the same time, HSBC (HSBA.LN) slumped over -5% after reporting an unexpected $400 million loss tied to a fraud case in Britain that led to weaker-than-expected Q1 profit.
Switzerland’s CPI data was released today.
Switzerland’s April CPI rose +0.3% m/m and +0.6% y/y, in line with expectations.
Financial markets in Japan and mainland China were closed for holidays.
China’s Shanghai Composite Index was closed today for the Labor Day holiday. Mainland China’s financial markets will reopen tomorrow.
Japan’s Nikkei 225 Stock Index was closed today for the Children’s Day holiday. Financial markets in Japan will remain closed on Wednesday for the Constitution Memorial Day holiday. The markets will reopen on Thursday.
Pre-Market U.S. Stock Movers
Pinterest (PINS) jumped over +16% in pre-market trading after the social-media platform posted upbeat Q1 results and issued above-consensus Q2 revenue guidance.
Intel (INTC) rose over +3% in pre-market trading after Bloomberg reported that Apple had held exploratory talks with the company and Samsung Electronics about manufacturing the main processors for its devices in the U.S.
Applied Materials (AMAT) rose over +2% and Lam Research (LRCX) gained more than +1% in pre-market trading after Seaport Research initiated coverage of the stocks with Buy ratings and price targets of $500 and $300, respectively.
Ulta Beauty (ULTA) advanced more than +2% in pre-market trading after BofA upgraded the stock to Buy from Neutral with a $685 price target.
Palantir Technologies (PLTR) slid more than -2% in pre-market trading after the data-wrangling software developer reported weaker-than-expected Q1 U.S. commercial sales.
You can see more pre-market stock movers here
Today’s U.S. Earnings Spotlight: Tuesday - May 5th
Advanced Micro Devices (AMD), Arista Networks (ANET), Shopify (SHOP), Eaton Corporation (ETN), Pfizer (PFE), Duke Energy (DUK), KKR & Co. (KKR), Cummins (CMI), Suncor Energy (SU), Emerson Electric Co. (EMR), EOG Resources (EOG), Marathon Petroleum (MPC), American Electric Power Company (AEP), Lumentum Holdings (LITE), Energy Transfer LP (ET), TransDigm Group (TDG), Strategy (MSTR), Occidental Petroleum (OXY), MPLX LP (MPLX), Corteva (CTVA), Cameco (CCJ), Electronic Arts (EA), Rockwell Automation (ROK), PayPal Holdings (PYPL), IDEXX Laboratories (IDXX), Public Service Enterprise Group (PEG), WEC Energy Group (WEC), GLOBALFOUNDRIES (GFS), Archer-Daniels-Midland Company (ADM), Live Nation Entertainment (LYV), Astera Labs (ALAB), Prudential Financial (PRU), Fiserv (FISV), Devon Energy (DVN), Ameren (AEE), Waters (WAT), IQVIA Holdings (IQV), Pan American Silver (PAAS), Leidos Holdings (LDOS), DuPont de Nemours (DD), Expeditors International of Washington (EXPD), UL Solutions (ULS), International Flavors & Fragrances (IFF), Talen Energy (TLN), Super Micro Computer (SMCI), Ball Corporation (BALL), Jacobs Solutions (J), Onto Innovation (ONTO), Westlake (WLK), Huntington Ingalls Industries (HII), Aptiv (APTV), Jazz Pharmaceuticals (JAZZ), TopBuild (BLD), Hecla Mining Company (HL), Solventum (SOLV), Healthpeak Properties (DOC), Assurant (AIZ), Exelixis (EXEL), Jack Henry & Associates (JKHY), DigitalOcean Holdings (DOCN), Leonardo DRS (DRS), Skyworks Solutions (SWKS), DaVita (DVA), Primoris Services (PRIM), Gartner (IT), Tempus AI (TEM), IAMGOLD (IAG), Revvity (RVTY), Lumen Technologies (LUMN), Sunoco LP (SUN), Masimo (MASI), Procore Technologies (PCOR), Joby Aviation (JOBY), Match Group (MTCH), AGCO Corporation (AGCO), Qorvo (QRVO), Chord Energy (CHRD), Henry Schein (HSIC), Cytokinetics (CYTK), Jackson Financial (JXN), Celanese (CE), Everus Construction Group (ECG), Voya Financial (VOYA), Cipher Digital (CIFR), Klaviyo (KVYO), Janus Living (JAN), Terreno Realty (TRNO), Ingredion (INGR), Archrock (AROC), Southwest Gas Holdings (SWX), Repligen (RGEN), SSR Mining (SSRM), California Resources (CRC), Enact Holdings (ACT), Enpro (NPO), Life Time Group Holdings (LTH), Rhythm Pharmaceuticals (RYTM), GXO Logistics (GXO), Alkermes (ALKS), Credit Acceptance (CACC), National Storage Affiliates Trust (NSA), Compass (COMP), Mercury General (MCY), IPG Photonics (IPGP), Comstock Resources (CRK), Knife River (KNF), Sphere Entertainment Co. (SPHR), KBR, Inc. (KBR).
On the date of publication, Oleksandr Pylypenko did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com
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- Masimo Shareholders Approve Acquisition by Danaher
May 4, 2026
IRVINE, Calif., May 04, 2026--(BUSINESS WIRE)--Masimo Corporation (Nasdaq: MASI) ("Masimo"), a leading global innovator in patient monitoring, today announced that its stockholders voted in favor of the proposal to adopt the previously announced Agreement and Plan of Merger, dated February 16, 2026 (the "Merger Agreement"), by and among Masimo, Danaher Corporation ("Danaher") (NYSE: DHR) and Mobius Merger Sub, Inc. (the "Merger Sub") at Masimo’s special meeting of stockholders held virtually on May 1, 2026 (the "Special Meeting").
Katie Szyman, Chief Executive Officer of Masimo, stated: "We thank our shareholders for their strong support of this important milestone for Masimo. The Merger delivers compelling value and positions Masimo for continued global growth as an independent operating company within Danaher’s Diagnostics segment. We look forward to completing this process and, together with Danaher, continuing our mission of developing innovative technologies that empower clinicians to transform patient care."
Under the terms of the Merger Agreement, at the effective time of the merger of Merger Sub with and into Masimo (the "Merger"), each share of common stock issued and outstanding immediately prior to the effective time of the Merger will be canceled and automatically converted into the right to receive $180.00 in cash, without interest.
The Merger is subject to fulfillment of customary conditions to closing, including the receipt of required regulatory approvals and clearances. The Company expects the Merger to close in 2026.
A full description of the proposed Merger is included in the proxy statement for the Special Meeting, which is available at https://investor.masimo.com/.
About Masimo
Masimo (Nasdaq: MASI) is a global medical technology company that develops and produces a wide array of industry-leading monitoring technologies, including innovative measurements, sensors, patient monitors, and automation and connectivity solutions. Our mission is to improve life, improve patient outcomes, reduce the cost of care, and take noninvasive monitoring to new sites and applications. Masimo SET® Measure-through Motion and Low Perfusion™ pulse oximetry, introduced in 1995, has been shown to outperform other pulse oximetry technologies in over 100 independent and objective studies, which can be found at www.masimo.com/evidence/featured-studies/feature. Masimo SET® is estimated to be used on more than 200 million patients around the world each year and is the primary pulse oximetry at all 10 top U.S. hospitals as ranked in the 2025 Newsweek World’s Best Hospitals listing. Additional information about Masimo and its products may be found at www.masimo.com.
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Cautionary Statement Regarding Forward-Looking Statements
All statements other than statements of historical facts included in this communication that address activities, events or developments that we expect, believe or anticipate will or may occur in the future are forward-looking statements, including, in particular, statements about the expected timing, completion and effects or benefits of the Merger. These forward-looking statements are based on management’s current expectations and beliefs and are subject to uncertainties and factors, all of which are difficult to predict and many of which are beyond our control and could cause actual results to differ materially and adversely from those described in the forward-looking statements. These risks include, but are not limited to: (i) uncertainties as to the timing of the Merger; (ii) the risk that the Merger may not be completed on the anticipated terms in a timely manner or at all; (iii) the failure to satisfy any of the conditions to the consummation of the Merger; (iv) the possibility that any or all of the various conditions to the consummation of the Merger may not be satisfied or waived, including the failure to receive any required regulatory approvals from any applicable governmental entities (or any conditions, limitations or restrictions placed on such approvals); (v) the occurrence of any event, change or other circumstance that could give rise to the termination of the Merger Agreement, including in circumstances which would require Masimo to pay a termination fee; (vi) the effect of the announcement or pendency of the transactions contemplated by the Merger Agreement on Masimo’s or Danaher’s ability to retain and hire key personnel, their ability to maintain relationships with their customers, suppliers and others with whom they do business, or their operating results and businesses generally; (vii) risks related to diverting management’s attention from Masimo’s or Danaher’s ongoing business operations; (viii) the risk that stockholder litigation in connection with the transactions contemplated by the Merger Agreement may result in significant costs of defense, indemnification and liability; (ix) certain restrictions during the pendency of the Merger that may impact Masimo’s or Danaher’s ability to pursue certain business opportunities or strategic transactions; (x) the risk that any announcements relating to the Merger could have adverse effects on the market price of Masimo’s or Danaher’s common stock, including if the proposed transaction is not consummated; (xi) risks that the benefits of the Merger are not realized when and as expected; (xii) legislative, regulatory and economic developments; and (xiii) other factors discussed in the "Risk Factors" sections of Masimo’s and Danaher’s most recent periodic and current reports, as well as Masimo’s proxy statement for the Special Meeting filed with the SEC, all of which you may obtain for free on the SEC’s website at www.sec.gov. Although we believe that the expectations reflected in our forward-looking statements are reasonable, we do not know whether our expectations will prove correct. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof, even if subsequently made available by us on our website or otherwise. We do not undertake any obligation to update, amend or clarify these forward-looking statements, whether as a result of new information, future events or otherwise, except as may be required under applicable securities laws.
No Offer or Solicitation
This communication is for informational purposes only and is not intended to and does not constitute, or form part of, an offer, invitation or the solicitation of an offer or invitation to purchase, otherwise acquire, subscribe for, sell or otherwise dispose of any securities, or the solicitation of any vote or approval in any jurisdiction, pursuant to the proposed transaction or otherwise, nor shall there be any sale, issuance or transfer of securities in any jurisdiction in contravention of applicable law.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260504635689/en/
Contacts
Media
Longacre Square Partners
masimo@longacresquare.com
Investors
Eli Kammerman
Phone: (949) 297-7077
Email: ekammerman@masimo.com
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- Masimo Shareholders Approve Acquisition by Danaher
May 4, 2026 · businesswire.com
IRVINE, Calif.--(BUSINESS WIRE)--Masimo Corporation (Nasdaq: MASI) (“Masimo”), a leading global innovator in patient monitoring, today announced that its stockholders voted in favor of the proposal to adopt the previously announced Agreement and Plan of Merger, dated February 16, 2026 (the “Merger Agreement”), by and among Masimo, Danaher Corporation (“Danaher”) (NYSE: DHR) and Mobius Merger Sub, Inc. (the “Merger Sub”) at Masimo's special meeting of stockholders held virtually on May 1, 2026 (.
- MASIMO SHAREHOLDERS APPROVE ACQUISITION BY DANAHER
May 4, 2026
IRVINE, CALIF.--(BUSINESS WIRE)--MASIMO CORPORATION (NASDAQ: MASI) (“MASIMO”), A LEADING GLOBAL INNOVATOR IN PATIENT MONITORING, TODAY ANNOUNCED THAT ITS STOCKHOLDERS VOTED IN FAVOR OF THE PROPOSAL TO ADOPT THE PREVIOUSLY ANNOUNCED AGREEMENT AND PLAN OF MERGER, DATED FEBRUARY 16, 2026 (THE “MERGER AGREEMENT”), BY AND AMONG MASIMO, DANAHER CORPORATION (“DANAHER”) (NYSE: DHR) AND MOBIUS MERGER SUB, INC. (THE “MERGER SUB”) AT MASIMO'S SPECIAL MEETING OF STOCKHOLDERS HELD VIRTUALLY ON MAY 1, 2026 (.
