Naya Capital Acquires Significant Stake in Masimo
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 19 2026
0mins
Should l Buy MASI?
Source: Fool
- New Investment Disclosure: Naya Capital Management UK Ltd disclosed on February 18 that it acquired nearly 1.6 million shares of Masimo, valued at approximately $203 million, indicating strong confidence in the company.
- Asset Allocation Insight: This investment represents 15.3% of Naya Capital's 13F assets under management, positioning Masimo as one of only five reportable holdings, highlighting its significance in the firm's portfolio.
- Market Performance Comparison: Despite Masimo's stock declining 2.6% over the past year, it surged over 34% on February 17 after Danaher announced a $9.9 billion acquisition at $180 per share, showcasing a dramatic price increase from $130.15.
- Investment Risk Advisory: While Naya Capital's timing appears fortuitous, the uncertainty surrounding the acquisition poses significant downside risks for investors, suggesting a cautious approach and potential recommendation to hold off on purchasing shares.
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Analyst Views on MASI
Wall Street analysts forecast MASI stock price to rise
6 Analyst Rating
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 175.490
Low
162.00
Averages
188.40
High
210.00
Current: 175.490
Low
162.00
Averages
188.40
High
210.00
About MASI
Masimo Corporation is a global medical technology company that develops and produces a wide range of monitoring technologies, including measurements, sensors, patient monitors, automation and connectivity solutions. The Company’s healthcare products and patient monitoring solutions generally incorporate a monitor or circuit board, proprietary single-patient use or reusable sensors, software and/or cables. It primarily sells its healthcare products to hospitals, emergency medical service providers, home care providers, physician offices, veterinarians, long-term care facilities. Its measurement technologies include Measure-through Motion and Low Perfusion pulse oximetry, known as Masimo Signal Extraction Technology (SET) pulse oximetry, and advanced rainbow Pulse CO-Oximetry parameters such as noninvasive hemoglobin (SpHb), alongside many other modalities, including brain function monitoring, hemodynamic monitoring, regional oximetry, capnography and gas monitoring, 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.
Investor Rights Law Firm Investigates Multiple Companies
- Legal Investigation: Halper Sadeh LLC is investigating Masimo Corporation for potential violations of federal securities laws related to its sale to Danaher Corporation for $180 per share in cash, which may affect shareholder rights and options.
- Shareholder Rights Protection: The firm is also examining the sale of Great Lakes Dredge & Dock Corporation to Saltchuk Resources, Inc. for $17 per share, which may harm shareholder interests, encouraging shareholders to understand their rights.
- Merger Transaction Review: The merger of VerifyMe, Inc. with Open World Ltd. is also under scrutiny, with Halper Sadeh LLC potentially seeking increased compensation and additional disclosures to protect investors' legal rights.
- Legal Fee Arrangement: The firm commits to handling cases on a contingent fee basis, meaning shareholders will not incur legal fees, aiming to provide risk-free legal support for affected investors.
See More
Investigation Alerts for Multiple Company Mergers
- Masimo Merger Investigation: Masimo Corporation is set to be acquired by Danaher Corporation for $180 per share, totaling $9.9 billion, with investigations focusing on whether the Masimo Board breached fiduciary duties by failing to ensure a fair process in the deal.
- IHS Towers Acquisition Review: IHS Towers will be acquired by MTN Group for $8.50 per share in an all-cash transaction valued at approximately $6.2 billion, with investigations examining whether the IHS Board failed to conduct a fair process, potentially impacting shareholder value.
- VerifyMe Merger Scrutiny: VerifyMe will be acquired by Open World, allowing shareholders to retain a 10% stake post-merger, with investigations looking into whether the VerifyMe Board ensured a fair process, which could affect shareholder interests.
- Great Lakes Acquisition Investigation: Great Lakes Dredge & Dock Corporation is being acquired by Saltchuk Resources for $17 per share, with a total transaction value of about $1.5 billion, and investigations are assessing whether the Board breached fiduciary duties by failing to ensure a fair process for shareholders.
See More
Exiting Danaher Position with 7% Loss
- Position Reduction: We sold 200 shares of Danaher at approximately $208 each on Thursday, resulting in a disappointing 7% loss on shares purchased between 2023 and 2025, reflecting our disillusionment with the company's future performance.
- Weak Growth: Despite our hopes for Danaher's bioprocessing business to recover post-COVID, its revenue growth has failed to achieve consistent high single-digit percentages, prompting us to clean up our portfolio to free up space for new opportunities.
- Lack of Confidence in Acquisitions: Our confidence in Danaher's recent acquisition strategy has waned, particularly as the acquisitions of Abcam and Aldevron did not drive performance as expected, deepening our pessimism regarding their acquisition of Masimo.
- Legal Risk Consideration: Given the longstanding legal battle between Apple and Masimo, which could pose additional risks for Danaher in the future, we are more inclined to seek alternative investment opportunities.
See More
Halper Sadeh LLC Investigates Acquisition Deals for Shareholder Rights
- Investigation Launched: Halper Sadeh LLC is investigating Kennedy-Wilson Holdings' sale to a consortium led by William McMorrow for $10.90 per share in cash, amid potential breaches of fiduciary duties that could impact shareholder rights.
- Potential Conflicts of Interest: The terms of the transaction may limit superior competing offers, preventing ordinary shareholders from receiving the same financial benefits as insiders, raising concerns about the fairness of the deal.
- Legal Rights Protection: Halper Sadeh LLC encourages shareholders of Kennedy-Wilson and Masimo Corporation to contact them to discuss their rights and options, promising legal services on a contingency fee basis to ensure shareholders' rights are upheld without upfront costs.
- Investor Advocacy Efforts: The firm represents investors globally, seeking increased consideration and additional disclosures, aiming to recover rights for those affected by securities fraud and corporate misconduct, highlighting its crucial role in protecting investor interests.
See More
Masimo to Announce Q4 Earnings on February 26
- Earnings Announcement: Masimo (MASI) is set to announce its Q4 earnings on February 26 after market close, with consensus EPS estimate at $1.47, reflecting an 18.3% year-over-year decline, and revenue estimate at $408.33 million, down 32.0% year-over-year, indicating significant performance challenges for the company.
- Performance Expectations: Over the past two years, Masimo has beaten both EPS and revenue estimates 100% of the time, showcasing the company's reliability in financial forecasting and maintaining market confidence despite current pressures.
- Revision Trends: In the last three months, EPS estimates have seen one upward revision with no downward adjustments, while revenue estimates have experienced two upward revisions, reflecting analysts' optimistic outlook for Masimo's future performance despite the overall weak expectations.
- Acquisition Impact: Masimo's stock surged to $180 per share following the acquisition deal with Danaher, which is viewed as a strategic rescue amid lackluster performance, potentially providing new growth momentum for the company moving forward.
See More
Halper Sadeh LLC Investigates Masimo and Kennedy-Wilson for Shareholder Rights Violations
- Legal Investigation Launched: Halper Sadeh LLC is investigating Masimo Corporation and Kennedy-Wilson Holdings, Inc. for potential violations of federal securities laws and breaches of fiduciary duties, which may impact shareholder rights and investment returns.
- Masimo Transaction Details: Masimo is being sold to Danaher Corporation for $180.00 per share in cash, a deal that may limit the emergence of superior competing offers, thereby affecting shareholder choices and potential gains.
- Kennedy-Wilson Background: Kennedy-Wilson's sale price is set at $10.90 per share, with the buyer being a consortium led by CEO William McMorrow, and the terms of this deal may adversely affect shareholder interests, prompting Halper Sadeh LLC to seek increased consideration.
- Shareholder Rights Protection: Halper Sadeh LLC encourages shareholders to contact them to discuss their rights and options, promising to provide legal services without upfront costs, aiming to secure additional rights and compensation for affected investors.
See More
Investor Rights Law Firm Investigates Multiple Companies
- Legal Investigation: Halper Sadeh LLC is investigating Masimo Corporation for potential violations of federal securities laws related to its sale to Danaher Corporation for $180 per share in cash, which may affect shareholder rights and options.
- Shareholder Rights Protection: The firm is also examining the sale of Great Lakes Dredge & Dock Corporation to Saltchuk Resources, Inc. for $17 per share, which may harm shareholder interests, encouraging shareholders to understand their rights.
- Merger Transaction Review: The merger of VerifyMe, Inc. with Open World Ltd. is also under scrutiny, with Halper Sadeh LLC potentially seeking increased compensation and additional disclosures to protect investors' legal rights.
- Legal Fee Arrangement: The firm commits to handling cases on a contingent fee basis, meaning shareholders will not incur legal fees, aiming to provide risk-free legal support for affected investors.
See More
Investigation Alerts for Multiple Company Mergers
- Masimo Merger Investigation: Masimo Corporation is set to be acquired by Danaher Corporation for $180 per share, totaling $9.9 billion, with investigations focusing on whether the Masimo Board breached fiduciary duties by failing to ensure a fair process in the deal.
- IHS Towers Acquisition Review: IHS Towers will be acquired by MTN Group for $8.50 per share in an all-cash transaction valued at approximately $6.2 billion, with investigations examining whether the IHS Board failed to conduct a fair process, potentially impacting shareholder value.
- VerifyMe Merger Scrutiny: VerifyMe will be acquired by Open World, allowing shareholders to retain a 10% stake post-merger, with investigations looking into whether the VerifyMe Board ensured a fair process, which could affect shareholder interests.
- Great Lakes Acquisition Investigation: Great Lakes Dredge & Dock Corporation is being acquired by Saltchuk Resources for $17 per share, with a total transaction value of about $1.5 billion, and investigations are assessing whether the Board breached fiduciary duties by failing to ensure a fair process for shareholders.
See More
Exiting Danaher Position with 7% Loss
- Position Reduction: We sold 200 shares of Danaher at approximately $208 each on Thursday, resulting in a disappointing 7% loss on shares purchased between 2023 and 2025, reflecting our disillusionment with the company's future performance.
- Weak Growth: Despite our hopes for Danaher's bioprocessing business to recover post-COVID, its revenue growth has failed to achieve consistent high single-digit percentages, prompting us to clean up our portfolio to free up space for new opportunities.
- Lack of Confidence in Acquisitions: Our confidence in Danaher's recent acquisition strategy has waned, particularly as the acquisitions of Abcam and Aldevron did not drive performance as expected, deepening our pessimism regarding their acquisition of Masimo.
- Legal Risk Consideration: Given the longstanding legal battle between Apple and Masimo, which could pose additional risks for Danaher in the future, we are more inclined to seek alternative investment opportunities.
See More
Halper Sadeh LLC Investigates Acquisition Deals for Shareholder Rights
- Investigation Launched: Halper Sadeh LLC is investigating Kennedy-Wilson Holdings' sale to a consortium led by William McMorrow for $10.90 per share in cash, amid potential breaches of fiduciary duties that could impact shareholder rights.
- Potential Conflicts of Interest: The terms of the transaction may limit superior competing offers, preventing ordinary shareholders from receiving the same financial benefits as insiders, raising concerns about the fairness of the deal.
- Legal Rights Protection: Halper Sadeh LLC encourages shareholders of Kennedy-Wilson and Masimo Corporation to contact them to discuss their rights and options, promising legal services on a contingency fee basis to ensure shareholders' rights are upheld without upfront costs.
- Investor Advocacy Efforts: The firm represents investors globally, seeking increased consideration and additional disclosures, aiming to recover rights for those affected by securities fraud and corporate misconduct, highlighting its crucial role in protecting investor interests.
See More
Masimo to Announce Q4 Earnings on February 26
- Earnings Announcement: Masimo (MASI) is set to announce its Q4 earnings on February 26 after market close, with consensus EPS estimate at $1.47, reflecting an 18.3% year-over-year decline, and revenue estimate at $408.33 million, down 32.0% year-over-year, indicating significant performance challenges for the company.
- Performance Expectations: Over the past two years, Masimo has beaten both EPS and revenue estimates 100% of the time, showcasing the company's reliability in financial forecasting and maintaining market confidence despite current pressures.
- Revision Trends: In the last three months, EPS estimates have seen one upward revision with no downward adjustments, while revenue estimates have experienced two upward revisions, reflecting analysts' optimistic outlook for Masimo's future performance despite the overall weak expectations.
- Acquisition Impact: Masimo's stock surged to $180 per share following the acquisition deal with Danaher, which is viewed as a strategic rescue amid lackluster performance, potentially providing new growth momentum for the company moving forward.
See More
Halper Sadeh LLC Investigates Masimo and Kennedy-Wilson for Shareholder Rights Violations
- Legal Investigation Launched: Halper Sadeh LLC is investigating Masimo Corporation and Kennedy-Wilson Holdings, Inc. for potential violations of federal securities laws and breaches of fiduciary duties, which may impact shareholder rights and investment returns.
- Masimo Transaction Details: Masimo is being sold to Danaher Corporation for $180.00 per share in cash, a deal that may limit the emergence of superior competing offers, thereby affecting shareholder choices and potential gains.
- Kennedy-Wilson Background: Kennedy-Wilson's sale price is set at $10.90 per share, with the buyer being a consortium led by CEO William McMorrow, and the terms of this deal may adversely affect shareholder interests, prompting Halper Sadeh LLC to seek increased consideration.
- Shareholder Rights Protection: Halper Sadeh LLC encourages shareholders to contact them to discuss their rights and options, promising to provide legal services without upfront costs, aiming to secure additional rights and compensation for affected investors.
See More
