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ResMed Inc. Stock Price

NYSE:RMD Community·US$32.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 151 Fair Values set on narratives written by author
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RMD Share Price Performance

US$0
-273.29 (-100.00%)
​
US$247.93
Fair Value
US$0
-273.29 (-100.00%)
​
Price US$0
Fri, 24 Jul 26
Fair ValueUS$247.93
Share Pricen/a

RMD Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$247.93 9.3% undervalued intrinsic discount

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

2users have liked this narrative
1users have commented on this narrative
68users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$175 28.6% overvalued intrinsic discount

GLP 1 Therapies And Margin Pressures Will Challenge Long Term Earnings Sustainability

1users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$325 30.8% undervalued intrinsic discount

GLP 1 Therapies And Sleep Apnea Links Will Drive Powerful Long Term Tailwinds

0users have liked this narrative
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RMD logo
ResMed
28.6% overvalued intrinsic discount

GLP 1 Therapies And Margin Pressures Will Challenge Long Term Earnings Sustainability

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AN
AnalystLowTarget
AnalystLowTarget
Updated 7 Aug
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RMD logo
ResMed
9.3% undervalued intrinsic discount

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

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 24 Jul
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RMD logo
ResMed
30.8% undervalued intrinsic discount

GLP 1 Therapies And Sleep Apnea Links Will Drive Powerful Long Term Tailwinds

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AN
AnalystHighTarget
AnalystHighTarget
Updated 10 Jul
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Trending Discussion

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Recently Updated Narratives

AN
AnalystLowTarget
RMD logo

RMD: FY27 Device Supply Challenges Will Pressure Earnings And Share Rerating

Fair Value: US$175 28.6% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
RMD logo

RMD: Sleep Health Demand And GLP 1s Will Support Post MatrixCare Upside

Fair Value: US$247.93 9.3% undervalued intrinsic discount
68 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
RMD logo

RMD: Sleep Therapy Focus After MatrixCare Sale Will Drive Future Upside

Fair Value: US$325 30.8% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Flawless balance sheet, undervalued and pays a dividend.

0 Risks
4 Rewards
View Full Analysis

ResMed Inc. Key Details

US$5.7b

Revenue

US$2.2b

Cost of Revenue

US$3.5b

Gross Profit

US$2.0b

Other Expenses

US$1.5b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
10.65
61.62%
26.94%
10.0%
View Full Analysis

About RMD

Founded
1989
Employees
11370
CEO
Michael Farrell
WebsiteView website
www.resmed.com

ResMed Inc. engages in the digital health and cloud-connected medical devices business in the United States and internationally. It operates in two segments, Sleep and Breathing Health, and Residential Care Software. The company offers sleep recorders for the diagnosis and titration of sleep apnea in sleep clinics, hospitals, and at home, including ApneaLink Air, a portable diagnostic device that measures oximetry, respiratory effort, pulse, nasal flow, and snoring; NightOwl, a portable, cloud-connected, and disposable diagnostic device that measures AHI based on derived peripheral arterial tone, actigraphy, and oximetry; and EasyCare Tx, a sleep lab solution. It also provides AirView, a cloud-based system that enables remote monitoring and changing of patients’ device settings; myAir, a personalized therapy management application for patients with sleep apnea that provides support, education, and troubleshooting tools for increased patient engagement and improved compliance; and connectivity module which provides a cellular connection between compatible ventilation devices and AirView system. In addition, the company offers Brightree solutions which are solutions and services for organizations in home medical equipment and pharmacy, orthotic and prosthetic, and home infusion; HEALTHCAREfirst solutions that offers electronic health record, software, billing and coding services, and advanced analytics that enables home health and hospice agencies to optimize clinical, financial and administrative processes; MatrixCare EHR software as a service solutions used by skilled nursing and senior living providers, life plan communities, and home health and hospice sectors; and MEDIFOX DAN software solutions that is used by residential care providers, such as home health and nursing home providers. ResMed Inc. was founded in 1989 and is headquartered in San Diego, California.

Recent RMD News & Updates

Seeking Alpha • Sep 10

ResMed: A Significant Upside Despite The Perceived Risk

Summary ResMed has de-rated from 30x to under 21x earnings despite 17% EPS growth, driven by narrative rather than fundamentals. Recurring mask and consumables revenue, now 42% of the sleep and breathing segment, is underappreciated and grew 13% last year. Two major risks—sleep apnea pill and reimbursement—are less material for RMD than feared; Philips' US return poses the most credible threat. I target $280–$300 per share (21–29% upside), assuming 6% core growth and a low-twenties multiple as mask attach holds. Read the full article on Seeking Alpha

Recent updates

No updates

ResMed Inc. Competitors

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Abbott Laboratories

Symbol: NYSE:ABT
Market cap: US$176.9b
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Intuitive Surgical

Symbol: NasdaqGS:ISRG
Market cap: US$135.5b
MDT logo

Medtronic

Symbol: NYSE:MDT
Market cap: US$118.7b
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CVS Health

Symbol: NYSE:CVS
Market cap: US$115.5b
View more competitors

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