Resmed's Matrixcare Sale May Hint at AI Disruption Risk

Dow Jones

07/08

0409 GMT - ResMed's sale of its MatrixCare business at a lower-than-expected earnings multiple leads RBC analyst Craig Wong-Pan to suspect that the breath-tech maker may have been worried about AI disruption risks. Wong-Pan didn't expect a sale to match the 25X earnings ResMed paid in 2018, but had anticipated a multiple in the low double digits to mid teens. Instead, ResMed is selling at 8.9X earnings. He expects the majority of the US$490 million proceeds to be distributed to shareholders. "We wonder if ResMed's decision to sell at this multiple partly reflects possible risks of future AI disruption to its software business." RBC has an outperform rating and US$321.00 target price on ResMed's U.S.-listed stock. Its ASX-listed shares are down 0.5% at 31.29 Australian dollars. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

July 08, 2026 00:09 ET (04:09 GMT)

應版權方要求，你需要登入查看該內容

登入 / 註冊

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hant/news/2649952059"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2649952059\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2649952059?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-07-08 12:09","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2649952059","market":"nz","top_or_hot":-1,"title":"Resmed's Matrixcare Sale May Hint at AI Disruption Risk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0409 GMT - ResMed's sale of its MatrixCare business at a lower-than-expected earnings multiple leads RBC analyst Craig Wong-Pan to suspect that the breath-tech maker may have been worried about AI disruption risks. Wong-Pan didn't expect a sale to match the 25X earnings ResMed paid in 2018, but had anticipated a multiple in the low double digits to mid teens. Instead, ResMed is selling at 8.9X earnings. He expects the majority of the US$490 million proceeds to be distributed to shareholders. \"We wonder if ResMed's decision to sell at this multiple partly reflects possible risks of future AI disruption to its software business.\" RBC has an outperform rating and US$321.00 target price on ResMed's U.S.-listed stock. Its ASX-listed shares are down 0.5% at 31.29 Australian dollars. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 08, 2026 00:09 ET (04:09 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Resmed's Matrixcare Sale May Hint at AI Disruption Risk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nResmed's Matrixcare Sale May Hint at AI Disruption Risk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2026-07-08 12:09</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0409 GMT - ResMed's sale of its MatrixCare business at a lower-than-expected earnings multiple leads RBC analyst Craig Wong-Pan to suspect that the breath-tech maker may have been worried about AI disruption risks. Wong-Pan didn't expect a sale to match the 25X earnings ResMed paid in 2018, but had anticipated a multiple in the low double digits to mid teens. Instead, ResMed is selling at 8.9X earnings. He expects the majority of the US$490 million proceeds to be distributed to shareholders. \"We wonder if ResMed's decision to sell at this multiple partly reflects possible risks of future AI disruption to its software business.\" RBC has an outperform rating and US$321.00 target price on ResMed's U.S.-listed stock. Its ASX-listed shares are down 0.5% at 31.29 Australian dollars. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 08, 2026 00:09 ET (04:09 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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":"LU2177674079.SGD","symbol_name":"Fidelity Asia Pacific Opportunities A-ACC-SGD (hedged)","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2649952059","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2649952059","pubTimestamp":1783483740,"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":"0409 GMT - ResMed's sale of its MatrixCare business at a lower-than-expected earnings multiple leads RBC analyst Craig Wong-Pan to suspect that the breath-tech maker may have been worried about AI disruption risks. Wong-Pan didn't expect a sale to match the 25X earnings ResMed paid in 2018, but had anticipated a multiple in the low double digits to mid teens. Instead, ResMed is selling at 8.9X earnings. He expects the majority of the US$490 million proceeds to be distributed to shareholders. \"We wonder if ResMed's decision to sell at this multiple partly reflects possible risks of future AI disruption to its software business.\" RBC has an outperform rating and US$321.00 target price on ResMed's U.S.-listed stock. Its ASX-listed shares are down 0.5% at 31.29 Australian dollars.  Dow Jones NewswiresJuly 08, 2026 00:09 ET Copyright  2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2177674079.SGD":"Fidelity Asia Pacific Opportunities A-ACC-SGD (hedged)","BK4504":"桥水持仓","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","BK4588":"碎股","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4567":"ESG概念","BK7501":"新冠治疗股","VTHR":"Vanguard Russell 3000 ETF","AIPO":"Defiance AI and Power Infrastructure ETF","BK7007":"医疗保健设备","RMD":"瑞思迈","BK4585":"ETF&股票定投概念","RMD.AU":"Resmed DRC","AGIX":"通用人工智能 ETF-AGIX","LU2008162690.USD":"FIDELITY FUNDS - ASIA PACIFIC OPPORTUNITIES \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LGHT":"LANGAR GLOBAL HEALTHTECH ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","QTOC":"Innovator Growth Accelerated Plus ETF - October","BK4082":"医疗保健设备"},"translate_title":"瑞思迈出售Matrixcare可能暗示人工智能颠覆风险","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AGIX":1.5,"CHAT":1.5,"VTHR":1.5,"LGHT":0.6,"AIPO":1.5,"RMD":0.9,"ARTY":1.5,"RMD.AU":0.9,"QTOC":1.5},"content_text":"0409 GMT - ResMed's sale of its MatrixCare business at a lower-than-expected earnings multiple leads RBC analyst Craig Wong-Pan to suspect that the breath-tech maker may have been worried about AI disruption risks. Wong-Pan didn't expect a sale to match the 25X earnings ResMed paid in 2018, but had anticipated a multiple in the low double digits to mid teens. Instead, ResMed is selling at 8.9X earnings. He expects the majority of the US$490 million proceeds to be distributed to shareholders. \"We wonder if ResMed's decision to sell at this multiple partly reflects possible risks of future AI disruption to its software business.\" RBC has an outperform rating and US$321.00 target price on ResMed's U.S.-listed stock. Its ASX-listed shares are down 0.5% at 31.29 Australian dollars. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 08, 2026 00:09 ET (04:09 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}