• In early January 2026, Precision Neuroscience announced a partnership with Medtronic to integrate its Layer 7 brain-computer interface with Medtronic’s StealthStation system, while Medtronic also received FDA 510(k) clearance for its MiniMed Go Smart MDI diabetes platform connecting InPen and Abbott’s Instinct sensor via a single app.
• Together, these moves highlight Medtronic’s push to pair advanced data-rich neurosurgery tools with connected diabetes care, reinforcing its focus on integrated, real-time digital health ecosystems.
• We’ll now examine how the MiniMed Go clearance and connected diabetes ecosystem reinforce Medtronic’s broader investment narrative and growth focus.

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Medtronic Investment Narrative Recap

To own Medtronic, you need to believe its broad device portfolio and steady innovation can offset margin pressure and underperforming units, as it invests heavily in digital and procedural technologies. The Precision Neuroscience alliance and MiniMed Go clearance fit this thesis but do not, on their own, materially change the near term focus on stabilizing mix driven gross margins and executing major product ramp ups, particularly in Cardiac Ablation Solutions and Diabetes.

Among the latest announcements, the FDA clearance of the MiniMed Go Smart MDI system is especially relevant, because it sits at the center of Medtronic’s diabetes ecosystem just as the company prepares to separate the Diabetes business. How effectively MiniMed Go and related connected solutions gain traction could influence whether the Diabetes spin out helps lift the overall margin profile and offsets concerns about underperformance in parts of the existing portfolio.

Yet while these product wins are encouraging, investors should also be aware that ongoing margin pressure and execution risk in new launches could still...

Medtronic's narrative projects $40.0 billion revenue and $6.3 billion earnings by 2028.

Uncover how Medtronic's forecasts yield a $111.05 fair value, a 12% upside to its current price.

Exploring Other Perspectives

Nine members of the Simply Wall St Community currently see Medtronic’s fair value between US$95 and US$111.05, reflecting a wide spread of expectations. You can compare these varied views with the key risk that continued business mix headwinds in core growth segments may weigh on margins and limit how much new product momentum ultimately flows through to earnings.

Explore 9 other fair value estimates on Medtronic - why the stock might be worth as much as 12% more than the current price!

Build Your Own Medtronic Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Medtronic research is our analysis highlighting 5 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Medtronic research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Medtronic's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.