Shares of Intuitive Surgical (ISRG) have risen 5.3% following its earnings release on Jul 18, outperforming the Zacks Medical - Instruments industry’s growth of 2% and the broader Zacks Medical sector’s return of 1.6%. ISRG has shown a strong uptrend year to date, with the stock gaining nearly 30% in that period, primarily driven by robust procedure demand.However, the uptrend seems to have lost its momentum after giving attractive returns in the first seven months of the year. However, improving da Vinci p ...

Intuitive Surgical TodayISRGIntuitive Surgical$438.00 -11.73 (-2.61%) 52-Week Range$254.85▼$468.78P/E Ratio79.06Price Target$442.30Add to WatchlistRobotic surgery conjures up futuristic images of automated machines performing surgery on anesthetized human patients in an assembly line, but that's not the case at the moment. Robots have yet to replace human surgeons. However, they are able to augment human surgeons to be more precise and efficient with their surgeries. Intuitive Surgical Inc. NASDAQ: ISRG is ...

文章核心观点 - 近年来,强生公司(Johnson & Johnson)的增长已经放缓,面临诸多诉讼和法律挑战 [3] - 有两家医疗保健公司有望在未来10年内超越强生公司,分别是Vertex Pharmaceuticals和Intuitive Surgical [4] Vertex Pharmaceuticals - Vertex Pharmaceuticals过去10年复合年增长率超过19%,远高于强生公司的3%,有望超越强生公司 [5] - Vertex Pharmaceuticals即将获批新的治疗性纤维性囊性纤维化(CF)药物Vanza Triple,预计2030年可产生77亿美元收入 [7] - Vertex Pharmaceuticals还有其他多个有前景的新药品种,如治疗疼痛的Suzetrigine和治疗肾脏疾病的inaxaplin [8][9] - Vertex Pharmaceuticals不再完全依赖CF业务,正在向其他领域拓展,未来10年有望实现超越强生公司的回报 [10] Intuitive Surgical - Intuitive Surgical过去10年复合年增长率达25%,有望超越强生公司 [11] - 尽管面临一些挑战,如减重手术量下降,但Intuitive Surgical的收入和利润仍在稳步增长 [12][13] - Intuitive Surgical是机器人手术领域的领导者,只有5%的可机器人手术目前得到应用,未来仍有广阔的增长空间 [15][16]

文章核心观点 - 文章介绍了三家在人工智能领域表现突出的公司：Symbotic Inc.、Intuitive Surgical和Microsoft。这些公司在AI技术的应用上不仅创新，而且能够创造价值和现金流，是长期投资的理想选择[1] Symbotic Inc. - Symbotic的AI驱动仓库为供应链提供了多种优势，包括增加容量和提高履行速度，这些都有助于提升公司的财务表现。目前使用该技术的客户包括C&S Wholesale Grocers、Target和Walmart等，且订单量在不断增长。Symbotic的AI产品涵盖了从仓库运营软件解决方案到计算机视觉技术，以实现自主操作[4] - Symbotic与SoftBank Group的合资企业Greenbox提供仓库即服务，通过租赁AI驱动的自动化设备，扩大了客户基础[5] - 最近的季度报告显示，Symbotic实现了接近60%的高双位数增长，尽管指导性预期较弱，导致股价下跌，但分析师仍保持买入评级，并预计未来几个季度股价有10%到20%的上涨空间[6] Intuitive Surgical - Intuitive Surgical多年来一直使用AI技术，通过其da Vinci手术机器人系统推动外科手术实践的发展。2024年的数据显示，公司实现了行业领先的成长，强劲的现金流和股东权益增长10%。尽管公司不支付股息或大量回购股票，但通过创新和技术进步持续增值[11] - Intuitive Surgical的股价长期呈上升趋势，并有望很快达到$500水平，这可能引发股票分割。股票分割虽对公司基本面影响不大，但能吸引更广泛的投资群体，包括公司员工。历史数据显示，进行股票分割的公司往往表现优于S&P 500指数[12] Microsoft - Microsoft在AI行业中排名第二，提供全面的AI解决方案，无论是个人用户还是开发者，都能在其平台上找到所需工具。Microsoft的云服务与关键基础设施（如Oracle的数据库技术）集成，并提供NVIDIA和AMD支持的GPU集群[17] - 尽管最近的第四季度财报未能引发股价上涨，但数据显示公司实现了15%的稳健增长，其中云业务增长30%，其他子部门也呈现增长。公司预计未来将继续保持强劲的现金流和资本回报，包括股息和股票回购[18]

As I’m sure everyone reading this is aware, artificial intelligence, or AI, has been quite a volatile sector in the recent past. All indicators suggest this will continue in the near to semi-long-term future. Many are skeptical of the high valuation AI companies carry, often comparing it to those seen before the dot-com crash. Statistically speaking, we are far away from that level of inflated valuations — at least for now. AI companies rise and fall every day. In a way, they can be seen as a “playground” f ...

The company is a bona fide market-beater with a long growth runway left ahead.The healthcare industry demands innovation because it directly translates to better patient care. Intuitive Surgical (ISRG 1.04%) stock has won big-time because of this simple concept. Shares have appreciated more than 22,000% over their lifetime because the company's robotic equipment has revolutionized surgery.Intuitive Surgical is no longer a rising star, but an industry behemoth with a market capitalization of $161 billion. Gi ...

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 ...