Apple Wins Patent Dispute Against Masimo
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 18 2026
0mins
Source: stocktwits
- Patent Dispute Outcome: The U.S. International Trade Commission ruled in favor of Apple (AAPL) in its patent dispute with medical device maker Masimo (MASI), rejecting Masimo's request for an import ban on certain Apple Watch models, demonstrating Apple's legal strength in technology competition.
- Legal Battle History: Since 2021, Masimo has accused Apple of poaching key engineers and stealing its developed pulse oximetry technology, and despite launching multiple lawsuits over six years, nearly all claims have been dismissed, reflecting Apple's robust legal defense capabilities.
- Market Reaction: At the time of this announcement, retail sentiment around MASI and AAPL stocks remained in the 'bullish' territory, with MASI stock gaining 17% over the past 12 months and AAPL stock rising 37%, indicating strong market confidence in Apple.
- Future Outlook: Although Masimo can appeal the decision to the U.S. Court of Appeals for the Federal Circuit, Apple's victory may further solidify its leadership in the smartwatch market and reduce future legal risks.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AAPL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to fall
27 Analyst Rating
17 Buy
9 Hold
1 Sell
Moderate Buy
Current: 312.510
Low
239.00
Averages
306.89
High
350.00
Current: 312.510
Low
239.00
Averages
306.89
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, Wearables, Home and Accessories. Its services include advertising, AppleCare, cloud services, digital content, and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its wearables include smartwatches, wireless headphones, and spatial computers. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Portfolio Dynamics: According to Renaissance Technologies' 13F filings, Apple Inc. (AAPL) acquired over 3 million shares in Q1 2026, indicating the fund's ongoing investment interest despite previous short-term trades.
- Revenue Growth Highlight: In Q2 2026, Apple's iPhone revenue reached a record $56.99 billion, surging 22% year-over-year, primarily driven by demand for the iPhone 17 lineup and new form factors, showcasing strong market demand.
- Regional Market Performance: Despite widespread concerns about a slowdown in Asian markets, Apple's sales in Greater China rebounded sharply, jumping 28% year-over-year to $20.5 billion, demonstrating robust recovery capabilities in the region.
- Record Services Revenue: Apple's services revenue hit an all-time high of $30.98 billion in Q2 2026, posting a 16% year-over-year growth, further solidifying its strategic focus on diversified revenue streams.
See More
- Price Target Reduction: Goldman Sachs has lowered Figma's price target from $35 to $30, reflecting an 80% decline since its IPO in July last year; however, this move may indicate a market bottom, suggesting a potential buying opportunity for investors.
- Market Performance Analysis: Figma's stock peaked at $120 post-IPO but has faced a downward trend due to high valuation and AI competition concerns, currently trading between $22.83 and $25.76 with a market cap of $13 billion.
- Financial Data Highlights: Although Figma is not yet profitable, its first-quarter report shows a 46% year-over-year revenue increase and free cash flow of $89 million, indicating that growth is not currently a challenge and future potential remains promising.
- Historical Trend Comparison: Historically, stocks like Apple and Netflix rebounded after price target cuts, and Figma's current situation mirrors these cases, suggesting that investors should reconsider the stock's investment value.
See More
- Price Target Reduction: Goldman Sachs has lowered Figma's price target from $35 to $30, reflecting a cautious market outlook on the company's future performance, although this may present a buying opportunity for investors.
- Historical Performance Insight: Figma's stock has fallen 80% since its IPO, but historical data suggests that similar target cuts often indicate a bottoming out of stock prices, potentially attracting renewed investor interest.
- Financial Condition Analysis: In Q1 2026, Figma achieved a 46% year-over-year revenue increase, and while it is not yet profitable, the reported $89 million in free cash flow indicates its growth potential, which may draw more investors.
- Market Competition and Valuation: Figma currently trades at a price-to-sales ratio of around 10, significantly down from 66 post-IPO, suggesting a more reasonable valuation, and its integration of AI technology may help maintain its competitive edge.
See More
- Market Share Battle: Dell unveiled its most affordable laptop, the XPS 13, starting at $699 and $599 for students, aiming to attract students and young professionals to capture market share from Apple's MacBook Neo in a price-sensitive industry.
- Product Advantages: The XPS 13 is Dell's thinnest and lightest model, weighing about half a pound less than Apple's MacBook Neo while featuring a larger display, striving to surpass competitors in user experience and enhance market competitiveness.
- Strategic Market Adjustment: This pricing strategy reflects Dell's adaptation from Apple, indicating a desire to broaden market reach through lower-priced laptops amid tight memory chip supplies, particularly targeting students and young consumers.
- Product Launch Plans: The XPS 13 with Intel Core Series 3 processors will be available soon, while the model with Intel Core Ultra Series 3 processors is expected later this summer, aiming to address the anticipated slowdown in PC unit shipments.
See More
- New Member of Trillion-Dollar Club: SpaceX is planning an IPO in a few weeks with a target valuation of nearly $2 trillion, which, if achieved, would set a record for the largest IPO in history, showcasing its immense potential in the aerospace and tech sectors.
- Financial Challenges and Growth: Despite reporting a net loss of approximately $4.9 billion last year and over $12 billion in capital expenditures for its AI division, SpaceX's annual revenue has surged from $10 billion to $18 billion, indicating a mix of challenges and opportunities in its rapid growth.
- Rising Capital Expenditures: The company has seen capital expenditures exceeding $3 billion for its space operations and $4 billion for connectivity, with both areas experiencing rising investments over the past three years, reflecting its commitment to technological advancement.
- Investor Risk Assessment: While SpaceX may attract aggressive investors, its success hinges on achieving various technological goals, making it less suitable for conservative investors seeking stable returns.
See More
- Trillion-Dollar Club: In recent years, tech giants like Apple and Nvidia have surpassed $1 trillion in market value, with SpaceX planning an IPO in a few weeks aiming for a valuation close to $2 trillion, which would set a record for the largest IPO in history.
- Financial Challenges: While SpaceX's annual revenue surged from $10 billion in 2023 to $18 billion, its AI division incurred over $12 billion in capital expenditures last year, resulting in a net loss of approximately $4.9 billion, indicating that profitability remains a significant hurdle.
- Rising Capital Expenditures: SpaceX's capital expenditures for its space and connectivity units exceeded $3 billion and $4 billion respectively, with these figures rising over the past three years, highlighting the company's commitment to technological advancement and potential for future growth.
- Investor Risk Assessment: Although SpaceX's IPO is attracting aggressive investors, its success hinges on achieving various technological milestones, necessitating careful evaluation of the high-risk, high-reward nature of this investment opportunity.
See More











