MiniMed Group, Inc. Common Stock
MMED · NASDAQ
Company research
MiniMed Group, Inc. (NASDAQ: MMED) is a Northridge, California-based medical technology company founded in 1983 by Alfred E. Mann that develops, manufactures, and markets a comprehensive ecosystem of diabetes management solutions, including automated insulin pumps, continuous glucose monitoring (CGM) systems, smart insulin pens, consumables, and related software and services. The company completed a carve-out IPO on the Nasdaq Global Select Market in March 2026 after operating for nearly 25 years as part of Medtronic plc, which retains approximately 90% of its common stock. Operating across approximately 80 countries and serving over 640,000 insulin pump users, MiniMed generated approximately $3.1 billion in revenue over the last twelve months, with roughly 83% of revenues derived from recurring sales of CGMs, consumables, software, and services. Under the leadership of CEO Que Thanh Dallara, the company holds a market capitalization of approximately $4.2 billion and is positioned as one of the leading global players in the rapidly expanding automated insulin delivery and diabetes technology market.
Research reports
Orbyd frames MiniMed as Medtronic’s diabetes spinoff with an integrated “full-stack” diabetes platform, noting that post-IPO momentum has fully faded, Q4 FY2026 organic growth decelerated to 8.7%, and the stock now trades about 22% below its $20 IPO and under almost all analyst targets. The report lays out detailed bull and bear cases, highlights consensus price targets around the low‑20s, and stresses technical risk around a possible breakdown below the 52‑week low, recommending a base‑watch stance rather than a momentum long until price reclaims the 17–18 dollar range.
Simply Wall St · June 22, 2026MiniMed Group (Nasdaq:MMED) Stock AnalysisSimply Wall St’s automated fundamental report argues MMED is trading more than 80% below its estimate of fair value, with earnings forecast to grow over 60% per year and revenue up more than 14% year-on-year, supported by consensus analyst expectations for substantial upside in the share price. It emphasizes strong gross margins and improving financial health but flags a short cash runway and ongoing losses, effectively presenting a valuation‑driven bullish thesis tempered by liquidity and profitability risks.
Simply Wall St · May 24, 2026Assessing MiniMed Group (MMED) Valuation After Recent Share MovesThis article reviews MMED’s recent trading—short-term gains against a backdrop of double‑digit monthly and year‑to‑date declines—and evaluates whether the selloff has made the stock attractive relative to its intrinsic value estimates. It concludes that while share momentum has been volatile, the valuation appears compelling based on discounted fair value models and analyst forecasts, though investors should be mindful of execution and market‑sentiment risks around the relatively new spinoff.
Macroaxis · March 2, 2026MiniMed Group Common Stock AnalysisMacroaxis’ quantitative research piece rates MMED as overvalued versus its calculated “Real Value,” noting negative expected returns over the prior 90 days, high historical volatility, and persistent net losses despite multi‑billion‑dollar annual revenues. The report highlights weak profitability metrics, leverage concerns, and a low current ratio alongside high insider ownership, framing MMED as a risky, financially strained mid‑cap where valuation and balance‑sheet factors argue for caution.