ResMed (RMD) News Today

Company: ResMed Inc. (RMD)

ResMed’s shares have moved higher after a strong quarterly report and a wave of analyst upgrades, despite some cautious notes and an executive departure.

• Positive Sentiment: ResMed beat Q4 2025 expectations with EPS of $2.55 versus $2.47 and revenue of $1.35 billion versus $1.33 billion, driven by double-digit device demand and margin expansion. ResMed beats quarterly profit estimates
• Positive Sentiment: Multiple firms raised their price targets on ResMed following the results: UBS to $325 (buy, 16.6% upside), RBC to $300 (outperform, 7.6% upside), Mizuho to $290 (outperform, 4.0% upside) and KeyCorp to $298 (overweight, 7.0% upside).
• Positive Sentiment: ResMed increased its quarterly dividend by 13.2% to $0.60 per share, underscoring management’s confidence in free cash flow. Resmed Announces Increased Quarterly Dividend
• Neutral Sentiment: The full Q4 2025 earnings call transcript has been published, offering in-depth management commentary but no major surprises. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Chief Commercial Officer Bobby Ghoshal resigned, introducing execution risk around ResMed’s commercial initiatives. Resmed’s CCO Resigns
• Negative Sentiment: Stifel Nicolaus raised its price target to $270 but kept a hold rating, implying roughly a 3.1% downside. Benzinga
• Negative Sentiment: Piper Sandler lifted its target to $270 yet maintained a neutral rating, signaling a potential 3.0% decline. Benzinga