William Blair analyst Brandon Vazquez has maintained their bullish stance on RMD stock, giving a Buy rating today.
Meet Samuel – Your Personal Investing Prophet
- Start a conversation with TipRanks’ trusted, data-backed investment intelligence
- Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds
Brandon Vazquez has given his Buy rating due to a combination of factors, including solid quarterly execution and improving profitability. ResMed slightly exceeded sales and EPS expectations, helped by double‑digit mask revenue growth and cost initiatives that expanded margins, which supports his view that the business can grow earnings consistently over time.
At the same time, he acknowledges near‑term concerns around slower Americas device growth, SaaS weakness, and GLP‑1 competitive noise, but views these as manageable while portfolio pruning and execution progress. Vazquez also highlights the strategic acquisition of Noctrix Health, which adds a large new market in restless leg syndrome and complements ResMed’s sleep portfolio, and notes that the stock’s current valuation versus his long‑term earnings outlook remains attractive.
Vazquez covers the Healthcare sector, focusing on stocks such as Henry Schein, Intuitive Surgical, and PROCEPT BioRobotics. According to TipRanks, Vazquez has an average return of -8.1% and a 27.48% success rate on recommended stocks.