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The 3 Best Robotics Stocks to Buy in April 2024
InvestorPlace· 2024-04-02 02:37
机器人技术应用 - 机器人技术有望改变各行业,特别是制造业和医疗保健领域,通过自动化和效率创造新机会[1] - 人工智能的崛起可能会在这一蓬勃发展的领域带来更多效率,机器人技术有望进入高速增长阶段[2] Symbotic公司发展 - Symbotic是自动化仓储解决方案领域的领导者,利用人工智能优化货物的存储、检索和运输,公司的收入自2020年以来连续翻倍,管理层预计随着更多产品的部署,将有更多的重复收入和顶线可预测性[3] - Symbotic在2023年以惊人的98%的年增长率结束,公司目前以约13.8倍的前销售额交易[4] Intuitive Surgical公司业绩 - Intuitive Surgical是机器人辅助手术领域的先驱和市场领导者,其旗舰产品da Vinci手术系统使外科医生能够进行微创手术,公司持续经历着年度记录增长[5] - Intuitive Surgical在最近的第四季度财报中超过了华尔街对收入和每股收益的预期,da Vinci手术系统的高销量最终导致公司报告的高业绩数字[6] UiPath公司发展 - UiPath虽然是一家软件公司,但在这份机器人名单中也值得一提,该公司创建和实施软件,允许客户使用机器人流程自动化和人工智能来自动化各种业务流程[7] - UiPath在2023年第四季度的收入增长了31%,年度重复收入增长了22%,公司也在第四季度实现了作为上市公司的首次GAAP盈利[8]
Will Intuitive Surgical (ISRG) Beat Estimates Again in Its Next Earnings Report?
Zacks Investment Research· 2024-04-02 01:15
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Intuitive Surgical, Inc. (ISRG) . This company, which is in the Zacks Medical - Instruments industry, shows potential for another earnings beat. When looking at the last two reports, this company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 6.19%, on average, in the last tw ...
The 3 Best Robotics Stocks to Buy in Q2 2024
InvestorPlace· 2024-04-01 18:22
Intuitive Surgical(NASDAQ:ISRG) - ISRG是全球微创护理领域的领导者,是机器人辅助手术的先驱[2] - ISRG在2023年第四季度经历了出色的增长,收入达到19.3亿美元,同比增长16.51%[3] Nvidia(NASDAQ:NVDA) - Nvidia是全球最大的GPU设计和供应商之一,目前是世界上最快的GPU供应商[5] - Nvidia在2023年取得了强劲的财务业绩,收入从2022年的269.74亿美元增长到609.22亿美元,增长了125.85%[6] Kratos(NASDAQ:KTOS) - Kratos是一家提供各种国防解决方案的技术公司,专注于无人机系统[8] - Kratos在2023年第四季度报告了27.38亿美元的收入,同比增长9.8%,EBITDA也大幅增长[9] - Kratos最近赢得了多项政府合同,显示了公司对增长的承诺[10] - 空军正在测试Kratos的自主无人机,暗示可能会签署重要的未来合同[11]
Is Intuitive Surgical Stock a Millionaire Maker?
The Motley Fool· 2024-03-30 19:18
Intuitive Surgical (ISRG -0.25%) is a healthcare company with the potential to help transform an industry with its robotic-assisted surgical systems. By making surgeries easier and more precise for surgeons, they can improve outcomes for patients and help drive efficiency in the industry as well. The company has experienced incredible growth over the years, and it has the potential to become much larger and more valuable in the future. But is there enough upside here for this stock to be a millionaire-makin ...
1 Magnificent Growth Stock to Buy and Hold
The Motley Fool· 2024-03-21 20:45
Over the past five years, Intuitive Surgical (ISRG -0.04%) has gone through numerous trials and tribulations. The pandemic significantly disrupted its operations, initially leading to worse financial results than hoped. Various economic issues, including supply chain problems, have also affected Intuitive Surgical in the past half a decade. Still, the medical device specialist has delivered solid returns during this period. Though Intuitive Surgical still has some challenges to deal with (more on that later ...
Springtime Profits: 3 Growth Stocks Poised to Bloom in March
InvestorPlace· 2024-03-20 21:15
When seeking out potential investments, focusing on growth stocks can be a lucrative strategy for investors. Innovative companies with solid growth prospects often outperform the market, as represented by the S&P 500 index. While such companies typically come with a premium price tag, the allure of multibagger gains makes growth stocks attractive for many long-term investors. For instance, the Vanguard Growth ETF (NYSEARCA:VUG), an exchange-traded fund (ETF) giving exposure to large-cap U.S. growth stocks, ...
Intuitive Surgical, Inc. (ISRG) Stock Falls Amid Market Uptick: What Investors Need to Know
Zacks Investment Research· 2024-03-20 06:56
公司表现 - Intuitive Surgical, Inc. (ISRG) 最新收盘价为$390.53,较前一天下跌了0.53% [1] - 公司股价在过去一个月内上涨了3.69%,表现优于医疗行业的0.13%和标普500指数的2.97% [2] 财务预测 - 预计公司将在即将发布的财报中报告每股收益为$1.39,同比增长13.01%,营收预计为$1.87亿,同比增长10.09% [3] - Zacks Consensus Estimates显示,分析师预计公司全年每股收益为$6.18,营收为$79.8亿,较去年分别增长了8.23%和11.95% [4] 分析师观点 - 分析师对Intuitive Surgical, Inc.的最新预测变化也应引起投资者的注意,这些变化反映了短期业务趋势的演变 [5] 估值和行业排名 - 公司目前的Zacks Rank为4 (Sell),投资者应注意公司的估值,目前的Forward P/E比率为63.52,较行业平均值高 [7] - ISRG目前的PEG比率为4.87,较昨日收盘价的医疗仪器行业平均PEG比率2.31高 [8] - 医疗仪器行业属于医疗部门,目前的Zacks Industry Rank为70,排名前28% [9] - Zacks Industry Rank评估了不同行业群体的实力,研究显示,排名前50%的行业表现优于排名后50%的行业 [10]
Intuitive Surgical: Great Company, But Looking Overpriced
Seeking Alpha· 2024-03-19 18:34
Intuitive Surgical's flagship da Vinci system 3alexd/E+ via Getty Images Intuitive Surgical, Inc. (NASDAQ:ISRG) has been on a tear over the last 12 months, up 61% since March last year. Revenues rebounded in 2023 to $7.1bn with 14% YoY growth, driven by a 21% increase in procedure volume of their flagship da Vinci system. The company is also in an excellent financial position with $5.2bn in cash and zero debt. However, with a P/E of 78.8 and an EV/EBITDA of 62.4 it may be looking expensive, and there are a ...
Intuitive Surgical, Inc. (ISRG) da Vinci 5 Conference Call Transcript
2024-03-19 01:40
新产品和新技术研发 - 公司推出了第五代机器人系统 da Vinci 5,具有超过150项设计改进[8][9][10][11][12][13][14] - FDA已批准 da Vinci 5 用于与 da Vinci Xi 相同的适应症,除了心脏和儿科适应症[17][18] - Force Feedback 技术在临床测试中表现出对组织施加更少力量的优势[17][18] - da Vinci 5的系统ASP预计将比Xi高约30%[25] - da Vinci 5将提供1年免费访问基于机器学习的计算观察者技术Case Insights[32] - da Vinci 5的计算能力提升了10,000倍,将支持未来的创新和数字生态系统的发展[89] 未来展望 - 预计在美国首先推出da Vinci 5,2023年约70%的系统将采用运营租赁安排[27] - 公司计划在美国进行有限推出,预计将持续到2025年[34] - 公司表示,未来手术将不再称为机器人辅助手术,而是普通手术[4] - 公司认为,高度集成到手术室的先进技术工具应该是无处不在的[4] - 公司认为,da Vinci 5是实现高质量手术普及的一步[4] 市场扩张和并购 - 预计涉及Xi换机的da Vinci 5的净系统ASP将反映出最近几个时期收到的Xi的交易信用明显更高[36] - 公司计划与FDA讨论如何消除Force Feedback针头驱动器的禁忌症[4] - 公司表示,优化制造和供应链以改善毛利率将需要数年时间[4] - da Vinci 5的创新将在未来被整合到公司的其他平台中[101] - 客户在考虑购买和培训以及Xi所需的库存时,可能会选择租赁或建立使用基础安排,以保持建设能力,并在可以时引入da Vinci 5[105]
Intuitive Surgical's (ISRG) Da Vinci 5 Receives FDA Approval
Zacks Investment Research· 2024-03-15 23:11
Da Vinci 5机器人系统 - Intuitive Surgical最近宣布了其第五代da Vinci 5多端口机器人系统获得FDA 510(k)许可[1] - da Vinci 5引入了力反馈技术和可选仪器,使系统能够测量手术过程中对组织施加的微弱力量,并让外科医生感受到这些力量,这是任何其他手术技术在任何模态中都没有的[6] - Da Vinci 5是Intuitive Surgical迄今为止设计的最平稳、最准确的设备,因为它改进了工程和设计,包括强大的振动和颤抖控制以及重新设计的外科医生控制器[7] Da Vinci 5的功能和优势 - Da Vinci 5配备了Intuitive Surgical最佳和最自然的3D成像技术,为外科医生提供了现在和将来视野更广的视野,因为手术内窥镜和视觉软件在复杂性方面不断进步[8] - Da Vinci 5的尖端功能旨在提高外科医生和护理团队的生产力,同时促进更大的外科医生自主权,例如,Da Vinci 5集成了关键的手术室技术,如电刀单元和充气[9] 市场前景和趋势 - 根据MarketsandMarkets的报告,全球手术机器人市场规模在2022年达到85亿美元,并预计到2027年以16.6%的增长率达到184亿美元[12] - 随着腹腔镜或微创手术对患者和外科医生的好处,包括改善筛查、增加精度、缩短住院时间以及减少疼痛和痛苦,需求和接受这种手术的扩大,市场也在扩大[13] - 随着市场潜力的增加,da Vinci 5获得FDA许可可能会给Intuitive Surgical的业务带来巨大推动,并产生额外收入[14]