As you build your portfolio over time, it's good to diversify your investments into a wide range of stocks and sectors. Be sure they align with your overall goals and risk tolerance -- and that they can help you work toward the returns you desire. The healthcare industry is full of compelling businesses that are often at the forefront of medicine, developing cutting-edge treatments, medical devices, and other products that are changing the face of healthcare while serving a broad and growing market. While h ...

Intuitive Surgical (NASDAQ: ISRG) - 上个季度，Intuitive Surgical的营收和盈利超过了市场预期[1] - ISRG股价在过去三年中表现不稳定，2021年涨幅为32%，2022年跌幅为-26%，2023年涨幅为27%[2] - ISRG股价目前被估值为每股355美元，略低于当前每股378美元的水平[4]

机器人股票潜在增长前景 - 三家机器人股票的潜在增长前景吸引了投资者的注意[1] UiPath（NYSE:PATH）行业垂直化 - UiPath（NYSE:PATH）专注于行业垂直化，拥有70个定制解决方案加速器，展示了其在资本化各行业独特挑战方面的专注[4][5] Intuitive Surgical（NASDAQ:ISRG）2023年增长 - Intuitive Surgical（NASDAQ:ISRG）在2023年取得了决定性的增长，全球系统利用率达到了新高，收入同比增长14%[10][11][12] Zebra（NASDAQ:ZBRA）成本重组 - Zebra（NASDAQ:ZBRA）专注于成本重组和净年化节省，实施了重大成本重组行动，预计将产生1亿美元的净年化成本节省，超过了最初的预期[15][16][17]

公司业务 - 公司的直销团队包括资本销售团队和临床销售团队，负责销售系统和支持医院账户中使用的系统[81] - 公司在美国、欧洲和亚洲拥有一支网络化的现场服务和技术支持工程师团队，为客户提供全面的服务[83] - 公司的研发工作主要集中在创新和改进与使命相一致的产品和服务上[82] - 公司在加州和佐治亚州的设施以及上海的合资企业设施进行系统制造，同时在加州和墨西卡利的设施进行器械制造[83] 市场竞争 - 公司面临来自传统开放手术、常规微创手术、药物疗法、放射治疗以及其他新兴诊断和介入手术方法的竞争[84] - 公司还面临来自一些大型和知名公司的竞争，如强生和美敦力[84] - 公司的竞争对手包括Asensus Surgical, Inc.; 北京手助机器人有限公司; CMR Surgical Ltd.; 强生公司; Medicaroid Corporation; 美敦力公司; meerecompany Inc.; Noah Medical; 山东威高集团医用高分子公司; 上海微创医疗机器人（集团）有限公司; and 深圳市爱迪医疗有限公司等[84] 法规和监管 - 公司的产品和运营在美国受FDA和加利福尼亚州的监管，以及其他市场的国际标准的要求[86] - 公司目前的产品属于美国FDA的二类医疗器械，需要在市场上市前提交510(k)通知并获得FDA的授权[87] - FDA对公司的产品进行监管，包括设备注册和设备清单，医疗设备报告规定，质量体系规定等[89] 国际市场 - 公司在中国需要获得监管批准和遵守广泛的安全和质量体系法规[92] - 在日本，公司的手术系统需要通过严格的安全检查和证明医疗有效性才能获得监管批准[94] - 在欧盟，所有医疗设备必须符合特定指令和法规的要求，包括新的EU Medical Devices Regulation[94] 公司运营 - 公司全职员工约为13,676人，其中直接从事研发的有1,795人，制造业运营人员有5,846人，商业和服务运营人员有4,098人，行政活动人员有1,937人[104] - 公司全球员工遍布30个不同的国家，员工流失率约为9.1%[104] 风险因素 - 美国政府机构关闭可能影响FDA和其他机构的审查和认证，延迟产品的上市和进口出口[178] - 全球COVID-19大流行导致FDA推迟了国内外制造设施的大部分检查，可能会延迟审查和处理公司的监管提交[179] - 自然灾害、恐怖活动、全球气候变化等事件可能对公司业务和财务状况产生不利影响[182] - 全球气候变化可能导致自然灾害频发或加剧，对公司供应链、客户和运营产生不利影响[183] - 公司的股价可能会继续波动，受多种因素影响，包括公司或竞争对手的公告、经营结果和财务指导的变化、新技术或产品的推出或放弃、监管批准和执法行动、产品定价政策的变化、分析师的盈利预期或推荐变化、会计政策的变化、经济变化和整体市场波动、诉讼、媒体报道、政治不确定性、公司的股票回购计划[217]

PhonlamaiPhoto/iStock via Getty Images Moats and Monopolies Here at Moats and Monopolies, we do things a little bit differently. We write exclusively about companies that we own in our publicly shared portfolio, which beat the S&P 500 by nearly 10% in 2023. We take our time and write well-researched and clearly explained articles that help investors determine whether one of the picks in our own portfolio might have a place in theirs. We are long-only, buy and hold, part owners of high-quality assets from ar ...

Intuitive Surgical (ISRG) announced that it has submitted an application for FDA 510(k) clearance of its next- generation da Vinci 5 multiport surgical robot. The company’s da Vinci robotic surgical system family will include the new da Vinci 5, as well as the X and Xi systems with multiple ports and the SP system with one port. It also has Ion, a robotic-assisted device for lung biopsy with minimal invasion. The addition of the next-generation da Vinci 5 will be a significant addition to its portfolio. The ...

Intuitive Surgical (ISRG) reported fourth-quarter 2023 adjusted earnings per share (EPS) of $1.60, which beat the Zacks Consensus Estimate of $1.47 by 8.8%. The bottom line improved 30% year over year. GAAP EPS in the quarter was $1.69, up 85.7% from the year-ago quarter’s level. The significant increase in GAAP EPS was due to the inclusion of certain income tax benefits worth $67 million and the receipt of certain tax assets worth $92 million in GAAP net income. Revenue Details This currently Zacks Rank #3 ...

Intuitive Surgical业绩表现 - Intuitive Surgical在Q4报告中超过了市场预期，主要是由于手术数量和设备交付增加[1] - 公司加速交付和安装新的da Vinci系统，手术量增长，为底线提供了杠杆[2] - Intuitive Surgical在上一季度表现稳健，但市场对此并不热情[3]

Intuitive Surgical Inc. - Intuitive Surgical Inc.在第四季度的利润和销售额超过预期，因为其da Vinci手术机器人的手术数量增加[1] - 公司申请美国监管机构批准其下一代da Vinci平台[1] - 公司表示在最新季度没有因COVID-19而导致的手术中断，与2022年第四季度中国的情况相比[1]

Robotic surgery giant Intuitive Surgical (ISRG) topped earnings views after the bell on Tuesday, marking the company’s fourth consecutive quarterly beat. The company is the maker of the popular da Vinci Surgical System, which enables complex surgery using a minimally-invasive approach. The da Vinci System is powered by robotic technology, which has provided Intuitive Surgical with solid exposure to artificial intelligence for healthcare. The system provides 3D High-Definition vision, enabling surgeons to ga ...