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Analyst Commentary Highlights Margin Optimism as ResMed Faces Market Headwinds and Patent Challenge

Published
08 Aug 24
Updated
21 Oct 25
AnalystConsensusTarget's Fair Value
US$295.13
16.3% undervalued intrinsic discount
21 Oct
US$246.88
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1Y
1.1%
7D
-4.9%

Author's Valuation

US$295.1316.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 21 Oct 25

Fair value Increased 1.12%

Analyst Commentary Highlights Margin Optimism as ResMed Faces Market Headwinds and Patent Challenge

Analysts have raised their price target for ResMed to $295 from $292, citing improved profit margin expectations and better anticipated gross margin expansion. This comes despite concerns over slower market growth dynamics.

Shared on 04 Aug 25

Fair value Increased 8.53%

Digital Health Platforms Will Expand Sleep Apnea Treatment Globally

The upward revision in ResMed’s consensus price target reflects a modest increase in its future P/E multiple amid stable profit margins, resulting in a new fair value estimate of $289.71. What's in the News Repurchased 419,000 shares for $100 million, completing 9,210,000 shares repurchased ($863.38 million) under the long-term buyback program.

Shared on 07 May 25

Fair value Increased 2.75%

Calabasas Facility And NightOwl Test Will Elevate Production Efficiency

Shared on 30 Apr 25

Fair value Decreased 3.39%

Calabasas Facility And NightOwl Test Will Elevate Production Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 0.21%

Calabasas Facility And NightOwl Test Will Elevate Production Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 1.21%

Calabasas Facility And NightOwl Test Will Elevate Production Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.25%

Calabasas Facility And NightOwl Test Will Elevate Production Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.09%

Calabasas Facility And NightOwl Test Will Elevate Production Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.26%

Calabasas Facility And NightOwl Test Will Elevate Production Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Calabasas Facility And NightOwl Test Will Elevate Production Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 0.55%

Calabasas Facility And NightOwl Test Will Elevate Production Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.