RMD
ResMedBNYSE / Health Care Equipment & Services
Last Price
At close
2026-07-22
Current thesis
Bull case assumes continued subscription/ARR cadence acceleration, sustained device sales growth, margin expansion from software mix, and successful market share gains versus incumbents—driving the stock toward analyst highs.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -0.3.
What can break
Device recall or manufacturing disruption
Momentum
16
Value
62
Sentiment
86
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $295.75 · Bull $351.75 · Bear $225.00
Data freshness
Prices
As of 2026-07-22
Fundamentals
As of 2026-07-22 • Vendor: Data Vendor v1
Scores
As of 2026-07-22 • Model: HYBRID_IC_RP
AI Memo
As of 2026-01-31 • Model: RankAlpha Sentiment AI
Investment thesisAs of 2026-07-22
Investment thesis
As of 2026-07-22
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $262.93
Why
Momentum16 · Δ7d +6.1
Value62 · Δ7d +0.5
Sentiment86 · Δ7d -0.3
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Sentiment · See AI snapshot
Momentum
16
26% active weight
Current posture
7d trendSoftening
Δ7d
+6.1
Δ21d
+7.1
Value
62
39% active weight
Current posture
7d trendFlat
Δ7d
+0.5
Δ21d
+0.9
Sentiment
86
34% active weight
Current posture
7d trendFlat
Δ7d
-0.3
Δ21d
-0.3
Why this grade
Composite grade B. Momentum 16.3 / Value 61.6 / Sentiment 86.0
Fundamentals (TTM)As of 2026-07-22
Fundamentals (TTM)
As of 2026-07-22
Market Cap
$27.98B
Beta
0.87
Shares Out
145.06M
P/E (TTM)
25.1
P/S (TTM)
6.81
P/FCF (TTM)
24.94
Rev YoY
+10.8%
EPS YoY
+10.3%
Gross Margin
+60.7%
Op Margin
+33.2%
Net Debt
-$370.72M
Current Ratio
3.01
As of 2026-07-22 • Updated nightlySource: Internal modelMethodology