February 3, 2026
Finance

Medtronic Advances AI-Driven Cardiac Care with $585 Million Acquisition of CathWorks

Strategic Purchase Enhances Coronary Digital Health Portfolio Amid Ongoing FDA and FTC Reviews

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Summary

Medtronic plc has confirmed plans to acquire Israel-based CathWorks, a private medical device enterprise, in a deal valued at up to $585 million. This move builds on a prior co-promotion arrangement for CathWorks' AI-enabled fractional flow reserve system and aims to strengthen Medtronic's position in coronary digital health. Regulatory approvals are pending, with the transaction expected to close by the end of Medtronic's fiscal 2026. The acquisition is projected to have a minimal immediate financial impact and to become accretive in subsequent years.

Key Points

Medtronic will acquire Israel-based CathWorks in a deal valued up to $585 million, with potential earn-out payments.
The acquisition builds on a 2022 co-promotion partnership for the CathWorks FFRangio System in the U.S., Europe, and Japan.
The FFRangio System uses AI and advanced computational methods to noninvasively measure fractional flow reserve across the coronary arteries and offers tools for intraprocedural optimization.
The transaction is awaiting U.S. Federal Trade Commission approval, expected by Medtronic’s fiscal year 2026 end, after which CathWorks will be integrated into Medtronic’s business operations.

Medtronic plc, listed on the New York Stock Exchange as MDT, announced on Tuesday its decision to exercise an option to acquire CathWorks, an Israeli private company specializing in medical devices focused on coronary digital health. The deal is valued at a maximum of $585 million, potentially supplemented by undisclosed performance-based earn-out payments following completion.

This acquisition follows a strategic alliance formed in 2022, during which Medtronic and CathWorks entered a co-promotion partnership to market the CathWorks FFRangio System across key markets, including the United States, Europe, and Japan. The system is currently commercially available in these regions.

Coronary physiology assessment, particularly through fractional flow reserve (FFR), is critically important in cardiology as it enables clinicians to determine which coronary blockages cause ischemia and require treatment. CathWorks has harnessed artificial intelligence and advanced computational science to develop its FFRangio System, which derives FFR values directly from angiography images spanning the entire coronary network.

Beyond just providing physiological measurements, the FFRangio System incorporates tools for real-time procedural optimization. These include assessing the physiological effect of lesion treatments and interactive sizing instruments to measure lesion dimensions. Together, these features ensure precise targeting of revascularization procedures only to patients whose lesions necessitate intervention, thereby minimizing unnecessary percutaneous coronary interventions (PCI).

The transaction remains subject to regulatory approval from the United States Federal Trade Commission (FTC). This phase is expected to conclude by the end of Medtronic’s fiscal year 2026. Upon completion, CathWorks will be integrated into Medtronic’s operations, although both companies will continue independent functioning until the deal is finalized.

Financial and Market Implications

From a financial perspective, the acquisition is anticipated to be immaterial with respect to Medtronic’s fiscal year 2027 generally accepted accounting principles (GAAP) and adjusted earnings per share (EPS). In subsequent years, the deal is expected to be neutral to accretive in terms of earnings.

In a separate but related development, a January analyst upgrade by William Blair highlighted Medtronic’s positive momentum due to several new and increasing product launches. Meanwhile, in December 2025, the U.S. Food and Drug Administration (FDA) acknowledged Medtronic’s notification to customers regarding a voluntary removal of certain Left Heart Vent Catheters from use and sale due to safety concerns. These catheters are utilized in cardiopulmonary bypass surgeries lasting up to six hours to vent the left heart.

Stock Performance

On the day of the announcement, Medtronic shares experienced a 1.86% increase, closing at $104.62, according to real-time market data.

Conclusion

Medtronic’s forthcoming acquisition of CathWorks represents a calculated expansion into AI-powered coronary digital health technologies. By integrating CathWorks’ innovative FFRangio System, Medtronic aims to enhance diagnostic precision for coronary artery disease and optimize treatment pathways, reinforcing its competitive positioning within the cardiac care sector.

Risks
  • Regulatory approval from the United States Federal Trade Commission is pending and may delay or impact the acquisition.
  • Performance-based earn-out payments amount and timing have not been disclosed, introducing financial uncertainty.
  • Medtronic recently faced FDA safety concerns leading to the recall of Left Heart Vent Catheters, highlighting operational risks.
  • The acquisition is expected to be financially immaterial in the short term, with accretive effects projected only after fiscal year 2027, which may influence investor expectations.
Disclosure
Education only / not financial advice
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