DFAN14A ·Filed Feb 27, 2026

MASI

MASIMO CORP
BULLISH
Impact 9/10
Horizonmonths Processed7mo ago SEC0001193125-26-082686
Proxy fight materials (activist)
Actionable Insight ▲ Bullish

Traders should monitor for the upcoming definitive proxy statement, regulatory filings, and potential competing bids. The acquisition could lead to operational synergies and revenue expansion through Danaher's global commercial infrastructure. Consider positioning for deal closure in the coming months, barring regulatory or shareholder hurdles.

DirectionBullish
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
MASI ▲ +1.94% at T+60d
LONG call ✓ call won +1.94% · α vs SPY -7.39% · entry $175.27 → $178.67
Entry anchored
Feb 27, 03:59 PM ET
via exchange tick
T+1d
-0.45%
call -0.45% · α +0.47%
$174.49
settled 7mo ago
T+5d
+0.09%
call +0.09% · α +1.29%
$175.42
settled 7mo ago
T+20d
+0.99%
call +0.99% · α +8.93%
$177.00
settled 6mo ago
T+60d
+1.94%
call +1.94% · α -7.39%
$178.67
settled 4mo ago

Price Chart

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Executive Summary

Danaher Corporation has announced an agreement to acquire Masimo Corporation, a medical technology company specializing in patient monitoring solutions. The DFAN14A filing consists of communications from Danaher leadership to Masimo employees, confirming the proposed transaction and expressing enthusiasm about combining the two organizations to expand global impact in diagnostics and patient care.

Key Facts

  • Danaher Corporation is acquiring Masimo Corporation.
  • The deal is intended to combine Danaher's diagnostics platform with Masimo's patient monitoring and acute care innovations.
  • Julie Sawyer Montgomery, Executive Vice President of Danaher's Diagnostics segment, communicated directly with Masimo employees to affirm commitment and vision.
  • The transaction is subject to regulatory approvals, stockholder approval, and other customary closing conditions.
  • Until closing, Masimo will continue operating independently under current leadership.

Financial Impact

Deal value not disclosed in this filing, but Masimo's market cap is $9.4B as of filing date.

enterprise valuerevenuestrategic direction

Risk Factors

  • Failure to obtain regulatory approvals or Masimo stockholder approval.
  • Potential for competing acquisition offers.
  • Integration risks post-closing.
  • Litigation related to the transaction.

Market Snapshot

Exchange
Nasdaq

Investment Themes

Healthcare & Medical Devices

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DFAN14A Filing (Primary)0001193125-26-082686
Document: 0001193125-26-082686-index-headers.html0001193125-26-082686
Document: 0001193125-26-082686-index.html0001193125-26-082686
Document: 0001193125-26-082686.txt0001193125-26-082686
9 reports for MASI
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+20▲ +0.39%May 4, 2026
Filters
Rows
Reports for MASI — sortable, filterable
TypeNow
Jun 22, 2026
14w ago
15-12G
NEUTRAL ★ 4/10
—awaiting T+5——
Jun 10, 2026
16w ago
8-K
BULLISH ★ 8/10
$179.95 $179.95· 0.00%▼ −2.14%—
May 4, 2026
21w ago
8-K
BULLISH ★ 8/10
$177.90 $178.08▲ +0.10%▼ −2.83%—
Apr 21, 2026
23w ago
Court Ruling
BEARISH ★ 6/10
$178.21 $178.10▲ +0.06%▲ +1.15%—
Apr 1, 2026
26w ago
DEFM14A
BULLISH ★ 8/10
$177.95 $177.88▼ −0.04%▼ −3.80%—
Mar 18, 2026
28w ago
PREM14A
NEUTRAL ★ 4/10
$178.51 $176.87▼ −0.92%▲ +1.29%—
Feb 27, 2026
30w ago
DFAN14A
BULLISH ★ 9/10
$175.27 $175.42▲ +0.09%▲ +1.29%—
Jan 23, 2026
36w ago
Court Ruling
NEUTRAL ★ 2/10
$140.64 $137.02▼ −2.57%▼ −2.96%—
Jan 23, 2026
36w ago
Court Ruling
NEUTRAL ★ 2/10
$140.64 $137.02▼ −2.57%▼ −2.96%—
Showing 9 of 9

US Market Status

Market Closed — Opens Mon (65h 6m)

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