The Medical Instruments industry is again in a transformative phase, thanks to the rapid adoption of generative Artificial Intelligence (genAI) and digital therapeutics, which market watchers expect will take the healthcare industry by storm. In fact, since the beginning of 2023, the industry has been witnessing mass adoption of AI and the Internet of Medical Things in the form of digital healthcare options in hospitals and other healthcare settings.GenAI has also started to showcase its proficiency across ...

The latest trading session saw Intuitive Surgical, Inc. (ISRG) ending at $490.93, denoting a +1.38% adjustment from its last day's close. This move outpaced the S&P 500's daily gain of 1.07%. On the other hand, the Dow registered a gain of 0.31%, and the technology-centric Nasdaq increased by 2.17%.The company's shares have seen an increase of 3.2% over the last month, not keeping up with the Medical sector's gain of 3.34% and outstripping the S&P 500's gain of 2.92%.The investment community will be paying ...

Intuitive Surgical, Inc. (NASDAQ:ISRG) Wells Fargo 2024 Healthcare Conference September 5, 2024 9:30 AM ET Company Participants Brandon Lamm - Investor Relations Jamie Samath - Chief Financial Officer Conference Call Participants Larry Biegelsen - Medical Device Analyst, Wells Fargo Larry Biegelsen Good morning. Welcome back. I'm Larry Biegelsen, the Medical Device Analyst at Wells Fargo. And it's my pleasure to host this session with the management team from Intuitive Surgical. With us, we have Jamie Samat ...

会议主要讨论的核心内容 - 公司推出新一代手术机器人da Vinci 5,在美国市场的销售情况良好,已经占到了总销量的一半左右 [2][3][4] - da Vinci 5 的主要优势包括集成度更高、自主性更强、手术时间更短等,受到了经验丰富的外科医生的好评 [3][4][5] - 公司计划在下半年逐步增加da Vinci 5的供给,但不会大幅增加,同时还会推出一些软硬件升级 [4][5][6][7] - 公司目前还没有开放da Vinci 5的交易机制,会等到2025年中期的广泛推广阶段再开放 [13][14] - 公司整体的资本设备环境在美国市场相对稳定,但欧洲市场受政府预算压力影响有所下降,中国市场也受到一些不确定因素影响 [28][29][31][32] - 公司在手术量增长、毛利率、未来发展等方面进行了展望,表示会在明年1月份提供更详细的指引 [42][43][44][45][46][47][53][54][55][59][60][61][62][63][64][65][66][67][68] 问答环节重要的提问和回答 - 分析师询问da Vinci 5在美国市场的销售情况和未来的增长预期,公司表示会逐步增加供给,但不会大幅增加 [4][5][10][11][12] - 分析师询问da Vinci 5的软硬件升级计划,公司介绍了一些新功能的集成 [6][7][8][9] - 分析师询问da Vinci 5对毛利率的影响,公司表示未来3-5年内可以将其毛利率提升至与da Vinci Xi相当的水平 [67][68] - 分析师询问公司未来一年的业务展望,公司提到了一些可能的挑战和机遇 [45][46][47][53][54][55][60][61][62] - 分析师询问公司的竞争环境,公司表示在欧洲和日本市场保持较高的中标率,但中国市场面临一些本土竞争 [78][79][80][81]

Intuitive Surgical (ISRG) witnessed strong momentum in the year-to-date period. Shares of the company have rallied 40.5% compared with 8.4% growth of the industry in the same time frame. The S&P 500 Composite has risen 15.7% in the same period.With healthy fundamentals and strong growth opportunities, this Zacks Rank #1 (Strong Buy) company appears to be a solid wealth creator for its investors at the moment.Intuitive Surgical, a Sunnyvale, CA-based company, designs, manufactures and markets the da Vinci su ...

Intuitive Surgical, Inc. (ISRG) closed the most recent trading day at $481.73, moving -0.35% from the previous trading session. The stock's change was less than the S&P 500's daily loss of 0.16%. Elsewhere, the Dow gained 0.09%, while the tech-heavy Nasdaq lost 0.3%.Prior to today's trading, shares of the company had gained 7.99% over the past month. This has outpaced the Medical sector's gain of 4.7% and the S&P 500's gain of 3.64% in that time.Analysts and investors alike will be keeping a close eye on th ...

CHINA - 2023/02/15: In this photo illustration, the American corporation that develops, and ... [+] manufactures surgical robotic products Intuitive Surgical logo is seen displayed on a smartphone with an economic stock exchange index graph in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesIntuitive Surgical (NASDAQ: ISRG) has seen solid gains of over 80% from levels of around $270 in early January 2021 to nearly $500 no ...

These businesses are profitable and growing steadily.While the first half of 2024 delivered superior gains across the major indexes, some investors might be concerned about recent stock market volatility. There is also uncertainty about the Federal Reserve's much anticipated but yet-to-be-enacted interest rate cuts, and what they could mean for businesses across industries. No investor can know what the market will do in the coming months.However, some industries tend to be more resilient than others in tim ...

Paper Boat Creative Intuitive Surgical’s (NASDAQ:ISRG) second quarter results were strong across the board, with a particularly impressive improvement in margins. This is notable given that the introduction of the da Vinci 5 was expected to be a drag on profitability. Gross margins are still expected to come under pressure over the next 12 months though, due to higher depreciation expenses and a greater mix of da Vinci 5 sales. Surgery volumes remain strong and early signs from the da Vinci 5 launch hav ...

文章核心观点 - 尽管当前宏观环境存在不确定性,但仍有优质公司可以为投资组合带来长期增长 [2][3] - 两家公司Intuitive Surgical和Ulta Beauty都具有投资价值,但原因不同 [1] Intuitive Surgical - 公司专注于外科手术机器人,拥有独特的经常性收入模式 [5][6][7][8] - 公司装机量和手术量持续增长,盈利能力强 [9] - 外科手术机器人市场前景广阔,公司处于领先地位 [10] Ulta Beauty - 公司经营美妆产品和美容服务,拥有庞大的忠实会员群体 [11][13] - 公司收入和利润水平较高,现金流状况良好 [14] - 尽管短期增长放缓,但长期来看仍有投资价值 [12][15][16]