ResMed's Tariff Exemption Should Support Multiples -- Market Talk

Dow Jones

2025/04/28

0120 GMT - ResMed's bull at Macquarie expects its U.S. tariff exemption to help reverse the stock's recent compression in valuation multiples. The investment bank's analysts don't think the breath-tech manufacturer will feel any material impact from U.S. tariffs, and reiterate their outperform rating on the stock. New products, margin expansion, cash flow and capital deployment should also help grow multiples back toward previous levels, they add. In a note to clients, the analysts point out that stronger-than-expected mask sales and softer-than-expected device sales meant that 3Q U.S. revenue was in line with expectations. Macquarie trims its target price 1.6% to A$48.00. Shares are up 2.8% at A$37.075. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

April 27, 2025 21:20 ET (01:20 GMT)

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The investment bank's analysts don't think the breath-tech manufacturer will feel any material impact from U.S. tariffs, and reiterate their outperform rating on the stock. New products, margin expansion, cash flow and capital deployment should also help grow multiples back toward previous levels, they add. In a note to clients, the analysts point out that stronger-than-expected mask sales and softer-than-expected device sales meant that 3Q U.S. revenue was in line with expectations. Macquarie trims its target price 1.6% to A$48.00. Shares are up 2.8% at A$37.075. (stuart.condie@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 27, 2025 21:20 ET (01:20 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7501","symbol_name":"新冠治療股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2530952894","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2530952894","pubTimestamp":1745803200,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0120 GMT - ResMed's bull at Macquarie expects its U.S. tariff exemption to help reverse the stock's recent compression in valuation multiples. 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