Gary Guthart's comments on GLP-1 drugs have concerned some investors, but I feel fine about them.It wasn't that long ago that Intuitive Surgical (ISRG 1.04%) was dealing with pandemic-related issues. The company's procedure volume dropped noticeably with the outbreak, leading to lower-than-expected revenue and earnings.Intuitive did bounce back, much to the joy of investors. However, the medical device specialist is now dealing with a completely different issue harming its financial results. During the comp ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Intuitive Surgical, Inc. (ISRG) .Intuitive Surgical currently has an avera ...

Intuitive Surgical, Inc. (ISRG) is back to its winning ways as da Vinci procedures continue to grow worldwide. This Zacks Rank #1 (Strong Buy) is expected to see 14% revenue growth in 2024 and 16% in 2025.Intuitive Surgical manufactures and markets the da Vinci surgical system globally. It strives to make surgery more effective, less invasive and easier on surgeons, patients and their families. As of June 30, 2024, its da Vinci surgical system installed base grew to 9,203 systems.Another Earnings Beat in th ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Intuitive Surgical, Inc. (ISRG) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Medical sector should help us answer this question.Intuitive Surgical, Inc. is one of 1025 companies in the Medical g ...

文章核心观点 - 直观外科手术公司(ISRG)第二季度业绩强劲,收入和利润同比增长并超预期 [1][2] - 业绩增长主要得益于手术量持续增长、手术价格上涨以及手术系统销量增加 [3] - 毛利率和营业利润率均有所改善,得益于成本下降和规模效应 [4] 行业和公司分析 行业分析 - 手术量增长趋势有望持续,受益于去年中国疫情导致的积压需求 [6] - 微创手术的优势将继续推动患者从传统手术转向机器人手术 [6] 公司分析 - 公司手术系统安装量增加14%,装机基数持续扩大 [7] - 新一代手术系统da Vinci 5需求强劲,有望带动配件销售 [8][9] - 肺部微创手术系统Ion表现良好,销量和手术量均保持快速增长 [10] - 但部分地区如韩国和中国的手术量增长受到一定压制 [11] - 公司上调了2024年手术量增长预期 [12] 投资评级 - 综合来看,公司业绩有望持续改善,是一个不错的投资选择 [13][14][15] - 同时公司获得了Zacks的1级(强烈买入)评级 [13]

文章核心观点 - 直观外科手术公司(Intuitive Surgical)的业绩表现优异,收入增长14%,领先同行[6] - 公司的系统安装量和手术量均有大幅增长,仪器及配件销售占总收入62%,同比增长60个基点[7] - 公司的利润率和盈利能力也有大幅提升,GAAP净利润增长25%,调整后每股收益增长25%[9] - 分析师普遍看好公司的长期前景,预计未来10年收入和利润将保持17%-18%的增长[8] 公司财务和运营情况 - 公司现金和证券余额达76.8亿美元,是总负债的4.25倍,财务状况非常稳健[5] - 公司系统安装量增长14%,手术量增长17%,其中达芬奇5代机型占20.5%[7] - 公司仪器及配件销售占比62%,是公司重要的经常性收入来源[7] 行业地位和发展前景 - 公司在医疗技术行业中处于领先地位,收入增长超过同行[6] - 分析师普遍看好公司的长期发展前景,预计未来10年收入和利润将保持17%-18%的增长[8] - 公司在手术辅助AI等新技术领域也有较大发展空间[8]

After reaching an important support level, Intuitive Surgical, Inc. (ISRG) could be a good stock pick from a technical perspective. ISRG surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.A well-liked tool among traders, the 20-day simple moving average offers a look back at a stock's price over a 20-day period. This is very beneficial to short-term traders, as it smooths out short-term price trends and gives more trend reversal signals than longer-term moving averages. ...

SHANGHAI, CHINA - NOVEMBER 06 2022: The Da Vinci Surgical System, manufactured by Intuitive ... [+] Surgical, demonstrate its capabilities at the China International Import Expo in Shanghai, China Sunday, Nov. 06, 2022. (Photo credit should read XU CONGJUN / Feature China/Future Publishing via Getty Images)Future Publishing via Getty ImagesIntuitive Surgical (NASDAQ: ISRG) recently reported its Q2 results, with revenues matching and earnings exceeding our estimates. The company reported revenue of $2.0 bill ...

文章核心观点 - 两个指标预示美股即将大跌[4] - 美国M2货币供给首次自大萧条以来出现下降[6][9][10] - 标普500的CAPE比率处于历史高位,预示未来股市将大跌[12][13][14][15][17] 行业和公司总结 医疗行业 - 直观外科手术机器人公司(Intuitive Surgical)的估值过高,不合理[20][21][22][23] - 维泰制药(Vertex Pharmaceuticals)在治疗囊性纤维化方面表现出色,但估值过高[25][26][27][28][29] 能源行业 - 埃克森美孚(ExxonMobil)受益于原油价格上涨,但作为周期性行业,未来可能受到需求疲软的影响[30][31][32][33][34]