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Goldman Sachs has highlighted two lesser-known stocks it believes are positioned to benefit from expanding end markets and improving fundamentals, arguing that investors should pay attention sooner rather than later.
MiniMed Group (MMED) is a Dublin, Ireland-based medical technology company focused on diabetes management, including insulin delivery systems and continuous glucose monitoring (CGM) technologies. Goldman frames the company as a “pure-play” diabetes device opportunity as the diabetes market expands.
Goldman cites market growth expectations for diabetes care, with the global diabetes market projected to reach $116.11 billion by 2026 and $283.36 billion by 2035. The firm links demand to factors such as rising diagnosis rates, aging populations, and increased adoption of advanced monitoring systems.
Within that broader market, MiniMed’s focus is on integrated insulin pump platforms designed to automate and optimize blood sugar management. Goldman also notes that the insulin market is valued at approximately $30.7 billion in 2026, with growth expected to reach $41 billion by 2035.
Goldman expects MiniMed to deliver sustained high-single-digit sales growth and anticipates EBITDA margin expansion from about 16% currently to the mid-20s over the coming years. The firm also says the stock appears attractive versus peers, based on MiniMed’s long-term growth trajectory and the view that advanced diabetes technologies may become the global standard of care faster than the market assumes.
Goldman points to risks investors should monitor, including competitive pressure from other CGM providers, regulatory timelines for new devices, and reimbursement dynamics in international markets.
Smurfit Westrock (SW) is described as a major paper-based packaging provider with operations across North America, Europe, and Latin America. Goldman highlights the company’s scale and emphasis on efficiency and cost control in a challenging market environment.
The stock is also positioned as an income-and-growth candidate. Goldman notes a 4.39% dividend yield and references a similar level in its short dividend-paying history.
Goldman links the investment case to demand for delivery packaging and corrugated products, citing 27% revenue growth for 2025 and an estimated 23% for 2026, with the potential for 30%+ growth into the next decade.
The firm also says Smurfit Westrock has demonstrated an ability to manage pricing more effectively than smaller competitors, which it views as important given fluctuations in input costs such as pulp and energy.
Goldman analyst Gabriel Simoes issued a buy rating on the stock with a $49 target price, implying 18.45% upside from the shares trading at $41.
Benzinga’s analysis, cited in the article, adds that shares could rise as momentum in the global containerboard market strengthens, supporting order volumes and margins. It also notes that 85% of Smurfit Westrock’s assets maintain a favorable cost position.
Goldman acknowledges risks including integration execution challenges following the merger, cyclical demand tied to global economic growth, and commodity cost volatility.
Overall, the article presents MiniMed as a focused diabetes technology growth play and Smurfit Westrock as a scaled packaging business combining dividend income with demand-driven growth expectations.
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