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Reasons to Retain Intuitive Surgical Stock in Your Portfolio Now
ZACKS· 2024-09-25 20:50
Intuitive Surgical, Inc. (ISRG) is well-poised for growth in the coming quarters, courtesy of its strength in robotics. The optimism, led by solid results in the last few quarters and its progress on the Artificial Intelligence (AI) front, is expected to contribute further. However, procedure adoption risks and stiff competition persist.Shares of this Zacks Rank #3 (Hold) company have risen 43.6% year to date compared with the industry’s 9.2% growth. The S&P 500 Index has gained 19.9% during the same time f ...
Intuitive Surgical Offers Low Risk, High Return Despite Valuation Concerns
Seeking Alpha· 2024-09-24 11:39
I specialize in biotech and healthcare investment analysis, integrating clinical expertise with a solid foundation in business strategy. My approach leverages detailed risk-return charts and DCF analyses to clearly communicate the investment potential and associated risks. I advocate for a barbell portfolio strategy, with 90% allocated to secure assets such as Treasuries and broad-market ETFs, and 10% to high-alpha stocks. This balanced approach ensures that all recommendations are made within a context of ...
Intuitive Surgical Has Stellar Performance, but Is Priced to Perfection
Gurufocus· 2024-09-20 21:01
Robotic surgical systems provider Intuitive Surgical Inc. (ISRG, Financial) has been one of the hottest stocks over the past year, consistently notching higher highs and many from the Wall Street punditry expecting more upside ahead. Moreover, recent quarterly updates show that surgery volumes have remained resilient, defying expectations of a potential slowdown from a drop in pandemic-related patient backlogs. Additionally, the early success of the next-generation Da Vinci 5 robotics system has exceeded ex ...
Here's Why Intuitive Surgical, Inc. (ISRG) Gained But Lagged the Market Today
ZACKS· 2024-09-20 06:56
Intuitive Surgical, Inc. (ISRG) closed the most recent trading day at $490.01, moving +1.64% from the previous trading session. This change lagged the S&P 500's 1.7% gain on the day. On the other hand, the Dow registered a gain of 1.26%, and the technology-centric Nasdaq increased by 2.51%.Shares of the company have depreciated by 1.09% over the course of the past month, underperforming the Medical sector's gain of 1.53% and the S&P 500's gain of 1.27%.Analysts and investors alike will be keeping a close ey ...
ISRG Stock Rallies 14% in 3 Months: Is It Still Worth Buying?
ZACKS· 2024-09-17 21:15
Shares of Intuitive Surgical (ISRG) have risen 14.2% in the past three months, outperforming the Zacks Medical - Instruments industry’s growth of 3.8% and the broader Zacks Medical sector’s return of 5.4%. ISRG stock has risen 45.7% year to date, primarily due to strong demand for its robotic surgery procedures.The uptrend is likely to continue for the rest of 2024 as improving da Vinci procedures should continue to attract investors going forward. The company’s newly launched da Vinci 5 is also showing str ...
3 Medical Instruments Industry Stocks to Buy on genAI and M&A Boost
ZACKS· 2024-09-14 00:06
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 ...
Intuitive Surgical, Inc. (ISRG) Rises Higher Than Market: Key Facts
ZACKS· 2024-09-12 06:56
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. (ISRG) Wells Fargo 2024 Healthcare Conference (Transcript)
Seeking Alpha· 2024-09-06 03:52
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 ...
Intuitive Surgical, Inc. (ISRG) Wells Fargo 2024 Healthcare Conference (Transcript)
2024-09-06 03:52
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 Gains 40.5% Year to Date: What's Driving the Stock?
ZACKS· 2024-09-06 01:56
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 ...