** Medtronic on Tuesday lifted the lower end of its annual profit forecast for a second time, banking on sustained demand for its medical devices in the United States
NEAR-TERM MARGINS REMAIN PRESSURED
** Needham ("hold") expects growing commercial availability of Affera Sphere-9 to become a more significant growth driver for co in FY25 and FY26
** BofA Global Research ("buy", PO: $100) says PulseSelect to remain the growth driver in FY25 despite recent disruptions
** RBC ("outperform", PT: $105) remains confident in MDT's business fundamentals and ability to execute against a backdrop of positive healthcare utilization trends
** BTIG ("neutral") notes beyond FY25, "MDT is likely to benefit from increased product innovation but this comes at a cost in product mix and a potential drag on margins"
** Piper Sandler ("neutral", PT: $90) sees minimal impact from ongoing and upcoming product launches on MDT's top-line; says margin ramp in the latter half of the year looks steep
(Reporting by Kanchana Chakravarty in Bengaluru)
((Kanchana.Chakravarty@thomsonreuters.com))
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