Masimo Corporation (NASDAQ: MASI) Executive Vice President of Operations & Clinical Research Sampath Anand sold 12,180 shares of the company’s common stock on January 28, 2026, generating approximately $2.56 million. The sales were executed across several transactions with transaction prices reported between $136.56 and $138.09 per share.
Those dispositions accompanied an option exercise. Anand exercised options to acquire 30,000 Masimo common shares at an exercise price of $37.84 per share, for a total exercise value of $1,135,200. Following the combination of the option exercise and the sales, Anand directly owns 40,909 shares of Masimo common stock.
The sales were completed pursuant to a pre-arranged Rule 10b5-1 trading plan, according to the filings. The transactions were carried out in multiple tranches on the same date.
Company financial preview and targets
In parallel with the insider activity, Masimo published preliminary financial results for fiscal 2025. The company is projecting full-year revenue of about $1.52 billion, which represents an approximate 9% increase year-over-year. For the fourth quarter, Masimo expects revenue near $411 million, or roughly 12% growth compared with the fourth quarter of 2024.
At its Investor Day, Masimo laid out longer-term goals including a revenue compound annual growth rate in the 7%-10% range and operating margins of roughly 30% by 2028.
Analyst coverage and corporate developments
Analyst reactions to Masimo’s outlook are mixed. Stifel continues to carry a Buy rating with a $180 price target, BTIG has raised its target to $200 citing a favorable growth outlook, and Needham has reiterated a Hold rating.
Additional corporate movements noted alongside these developments include leadership changes at Clairity: Connie Lehman, Clairity’s founder, has been appointed CEO following FDA approval of the company’s AI-powered breast cancer risk assessment platform. Joe Kiani, founder of Masimo, has been named Chairman of Clairity’s Board of Directors.
Context from market data
InvestingPro data referenced in filings indicates that Masimo’s management has been actively repurchasing shares, cited as one of more than 11 ProTips available to Masimo investors.
The filings and company disclosures provide the transaction details, preliminary revenue guidance, long-term targets, and analyst stances described above without additional commentary or projections beyond those items.